Position in MC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$82,916,054
-$17,119,972 QoQ
Shares Held
1,267,442
-27.8% QoQ
Ownership
1.62%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#18
of 393 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $8,384,808,686 across 59 Capital Markets names. MC ranks #17 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,906,759 | $2,907,068,900 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,649,537 | $1,167,172,776 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
6,579,864 | $659,828,759 | |
| 4 | IREN |
IREN Ltd
|
12,518,530 | $572,472,376 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,695,954 | $477,716,321 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
4,156,847 | $361,811,961 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,881,938 | $180,495,775 | |
| 8 | FUTU |
Futu Holdings Ltd
|
1,753,961 | $164,416,303 |
All Filings in MC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,916,054 | 1,267,442 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $100,036,026 | 1,755,018 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $128,995,970 | 1,876,578 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $127,456,470 | 1,787,107 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $119,236,292 | 1,913,291 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $137,548,274 | 2,356,893 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $131,311,650 | 1,777,364 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $134,319,197 | 1,960,578 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $147,586,326 | 2,595,609 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $182,933,431 | 3,222,361 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $189,404,229 | 3,374,385 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $137,184,593 | 3,039,765 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $217,993,767 | 4,807,979 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $10,533,482 | 274,024 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $10,098,369 | 263,184 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $7,291,767 | 215,669 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $16,296,998 | 414,155 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $24,069,386 | 512,660 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $37,695,467 | 603,031 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $18,493,994 | 298,917 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $13,044,421 | 229,292 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $17,655,278 | 321,707 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $4,060,917 | 86,846 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $2,135,984 | 60,785 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,652,997 | 149,326 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,013,359 | 107,237 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||