Position in MC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$166,504,353
-$29,843,139 QoQ
Shares Held
2,921,129
+2.3% QoQ
Ownership
3.72%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 14.82567185495745.ToString("F0")%
Shared 0.020540003539727278.ToString("F0")%
None 85.15378814150283.ToString("F0")%
Common Shares in MC Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $48,170,455,635 across 59 Capital Markets names. MC ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
101,340,194 | $16,677,555,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,255,058 | $16,289,586,517 | |
| 3 | SCHW |
Schwab Charles Corp
|
72,763,682 | $6,838,330,834 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,373,068 | $2,312,753,612 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,092,105 | $1,280,507,482 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,863,266 | $560,526,310 | |
| 7 | EVR |
Evercore Inc.
|
1,179,024 | $351,950,454 | |
| 8 | SF |
Stifel Financial Corp
|
4,652,555 | $343,916,865 |
All Filings in MC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $166,504,353 | 2,921,129 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $196,347,492 | 2,856,379 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $205,840,788 | 2,886,158 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $178,380,841 | 2,862,337 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $161,843,601 | 2,773,194 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $211,211,025 | 2,858,839 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $187,302,983 | 2,733,951 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $155,266,464 | 2,730,680 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $148,953,239 | 2,623,802 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $143,731,754 | 2,560,694 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $112,801,351 | 2,499,476 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $108,912,891 | 2,402,137 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $52,527,990 | 1,366,493 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $50,817,803 | 1,324,415 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $45,387,186 | 1,342,419 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $51,912,959 | 1,319,262 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $61,216,180 | 1,303,859 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $81,913,541 | 1,310,407 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $76,532,447 | 1,236,988 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $69,257,715 | 1,217,397 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $57,490,641 | 1,047,570 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $50,468,956 | 1,079,319 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $37,590,136 | 1,069,725 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $34,442,768 | 1,105,352 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,006,196 | 1,032,249 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||