Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$21,003,156
+$5,094,798 QoQ
Shares Held
321,051
+15.0% QoQ
Ownership
0.410%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#50
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LORD, ABBETT & CO. LLC holds $1,043,423,656 across 13 Capital Markets names. MC ranks #10 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,140,714 | $447,494,854 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,213,960 | $204,282,089 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,471,381 | $128,069,002 | |
| 4 | WULF |
Terawulf Inc.
|
2,291,387 | $56,597,258 | |
| 5 | SNEX |
StoneX Group Inc.
|
638,122 | $50,411,677 | |
| 6 | HUT |
Hut 8 Corp.
|
346,990 | $40,058,260 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
1,000,866 | $37,192,180 | |
| 8 | EVR |
Evercore Inc.
|
91,374 | $31,198,738 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,003,156 | 321,051 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $15,908,358 | 279,094 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,951,696 | 348,439 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,548,072 | 694,729 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $56,353,670 | 904,263 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,638,873 | 644,943 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $66,064,382 | 894,212 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $66,738,331 | 974,140 | Shares | Other | 2024-12-13 | |
| 2024-06-30 | $63,650,903 | 1,119,432 | Shares | Other | 2024-10-07 | |
| 2024-03-31 | $63,482,767 | 1,118,245 | Shares | Other | 2024-10-07 | |
| 2023-12-31 | $59,657,377 | 1,062,843 | Shares | Other | 2024-10-07 | |
| 2023-09-30 | $54,854,386 | 1,215,475 | Shares | Other | 2024-10-07 | |
| 2023-06-30 | $55,413,413 | 1,222,175 | Shares | Other | 2024-10-07 | |
| 2023-03-31 | $53,121,042 | 1,381,921 | Shares | Other | 2024-10-07 | |
| 2022-12-31 | $31,238,052 | 814,127 | Shares | Other | 2024-10-07 | |
| 2022-09-30 | $21,789,530 | 644,470 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $25,227,874 | 641,115 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $29,368,492 | 625,527 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $42,564,246 | 680,919 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $41,553,933 | 671,633 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $25,072,788 | 440,724 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $38,284,233 | 697,599 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $14,587,951 | 311,975 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $10,186,207 | 289,875 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,674,401 | 310,475 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,584,606 | 305,502 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||