Position in MRX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$546,233
New position
Shares Held
8,962
first reported quarter
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 217 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 83%
Shared 17%
None 0%
Position in Capital Markets
Financial Services · as of Jun 30, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,901,890,860 across 13 Capital Markets names. MRX ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
9,212,711 | $1,925,825,104 | |
| 2 | SCHW |
Schwab Charles Corp
|
13,356,306 | $1,232,386,350 | |
| 3 | GS |
Goldman Sachs Group Inc
|
638,391 | $645,649,502 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
1,458,759 | $410,903,232 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
3,150,026 | $315,884,605 | |
| 6 | XP |
XP Inc.
|
12,558,750 | $204,205,272 | |
| 7 | LCLN |
Lincoln International, Inc.
|
2,097,339 | $50,063,481 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
1,373,660 | $37,610,810 |
All Filings in MRX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $546,233 | 8,962 | Shares | Defined | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||