Position in MC
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$3,809,537
+$525,254 QoQ
Shares Held
58,232
+1.1% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#97
of 393 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $602,142,358 across 35 Capital Markets names. MC ranks #9 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,528,373 | $319,491,091 | |
| 2 | GS |
Goldman Sachs Group Inc
|
134,486 | $136,015,105 | |
| 3 | SCHW |
Schwab Charles Corp
|
682,541 | $62,978,057 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
270,820 | $23,572,172 | |
| 5 | EVR |
Evercore Inc.
|
40,698 | $13,895,924 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
30,811 | $8,678,842 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
64,547 | $6,472,772 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,871 | $4,274,857 |
All Filings in MC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,809,537 | 58,232 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 | $3,284,283 | 57,619 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $720,807 | 10,486 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $520,921 | 7,304 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $455,808 | 7,314 | Shares | Sole | 2025-09-26 | |
| 2024-12-31 | $411,437 | 5,569 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $334,191 | 4,878 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||