Skip to main content
Equibles

Creative Planning

Position in NMR — Nomura Holdings Inc

CIK 1540235 OVERLAND PARK, KS
Back to NMR Full portfolio

Position in NMR

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,269,831
+$1,757,050 QoQ
Shares Held
827,999
+18.5% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#17
of 301 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in NMR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Creative Planning holds $497,699,973 across 41 Capital Markets names. NMR ranks #13 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 149,075 $150,769,982
2 MS
Morgan Stanley
 522,699 $109,264,998
3 SCHW
Schwab Charles Corp
 746,571 $68,886,106
4 PIPR
Piper Sandler Companies
 231,297 $16,732,024
5 HOOD
Robinhood Markets, Inc.
 160,249 $16,069,768
6 MRX
Marex Group Ltd
 220,288 $13,426,552
7 EVR
Evercore Inc.
 31,231 $10,663,512
8 JEF
Jefferies Financial Group Inc.
 189,341 $9,463,262

All Filings in NMR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,269,831 827,999
2026-03-31 $5,512,781 698,705
2025-12-31 $4,730,156 563,785
2025-09-30 $3,340,993 459,559
2025-06-30 $2,406,529 365,734
2025-03-31 $3,233,761 525,815
2024-12-31 $3,195,344 551,873
2024-09-30 $2,173,529 416,385
2024-06-30 $2,417,203 418,202
2024-03-31 $2,501,340 389,617
2023-12-31 $1,190,666 264,006
2023-09-30 $711,828 177,072
2023-06-30 $465,095 121,435
2023-03-31 $592,438 155,905
2022-12-31 $240,592 64,158
2022-09-30 $188,416 57,096
2022-06-30 $134,282 37,509
2022-03-31 $150,033 35,553
2021-12-31 $126,933 29,315
2021-09-30 $141,461 28,636
2021-06-30 $64,739 12,719
2021-03-31 $168,931 31,517
2020-12-31 $149,399 28,030
2020-09-30 $163,020 35,594
2020-06-30 $57,080 12,856
2020-03-31 $86,698 20,304