Position in MC
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$58,632,309
+$27,225,553 QoQ
Shares Held
1,028,637
+125.1% QoQ
Ownership
1.31%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 31.525990218123596.ToString("F0")%
Shared 0.ToString("F0")%
None 68.4740097818764.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Fisher Asset Management, LLC holds $12,753,367,663 across 14 Capital Markets names. MC ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,827,310 | $5,775,835,986 | |
| 2 | MS |
Morgan Stanley
|
25,600,068 | $4,213,003,190 | |
| 3 | SCHW |
Schwab Charles Corp
|
22,218,091 | $2,088,056,192 | |
| 4 | EVR |
Evercore Inc.
|
424,719 | $126,782,868 | |
| 5 | SF |
Stifel Financial Corp
|
1,687,811 | $124,762,989 | |
| 6 | NMR |
Nomura Holdings Inc
|
13,091,620 | $103,292,881 | |
| 7 | LAZ |
Lazard, Inc.
|
2,170,845 | $92,217,495 | |
| 8 | XP |
XP Inc.
|
4,400,848 | $83,792,145 |
All Filings in MC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||