Position in MC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$67,899,025
+$9,266,716 QoQ
Shares Held
1,037,894
+0.9% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#20
of 393 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fisher Asset Management, LLC holds $15,222,784,809 across 15 Capital Markets names. MC ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,964,113 | $7,043,294,964 | |
| 2 | MS |
Morgan Stanley
|
26,172,995 | $5,471,202,874 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,952,062 | $2,025,516,760 | |
| 4 | EVR |
Evercore Inc.
|
423,875 | $144,727,880 | |
| 5 | NMR |
Nomura Holdings Inc
|
13,163,419 | $115,574,818 | |
| 6 | SF |
Stifel Financial Corp
|
1,652,113 | $115,267,924 | |
| 7 | LAZ |
Lazard, Inc.
|
2,148,377 | $90,102,931 | |
| 8 | PIPR |
Piper Sandler Companies
|
1,061,539 | $76,791,731 |
All Filings in MC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,899,025 | 1,037,894 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $58,632,309 | 1,028,637 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $31,406,756 | 456,892 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $35,051,640 | 491,470 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $21,827,517 | 350,249 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $20,628,450 | 353,469 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $16,310,487 | 220,770 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $4,286,670 | 62,570 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,545,221 | 62,350 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,222,439 | 74,378 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,781,197 | 67,365 | Shares | Sole | 2024-03-05 | |
| 2023-09-30 | $3,283,703 | 72,761 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,043,039 | 67,116 | Shares | Sole | 2023-12-12 | |
| 2023-03-31 | $2,994,591 | 77,903 | Shares | Sole | 2023-12-12 | |
| 2022-12-31 | $2,958,672 | 77,109 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,286,707 | 38,057 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||