Position in NMR
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$1,001,955
+$181,159 QoQ
Shares Held
114,118
+9.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 301 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 16%
Shared 21%
None 63%
Common Shares in NMR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $602,142,358 across 35 Capital Markets names. NMR ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,528,373 | $319,491,091 | |
| 2 | GS |
Goldman Sachs Group Inc
|
134,486 | $136,015,105 | |
| 3 | SCHW |
Schwab Charles Corp
|
682,541 | $62,978,057 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
270,820 | $23,572,172 | |
| 5 | EVR |
Evercore Inc.
|
40,698 | $13,895,924 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
30,811 | $8,678,842 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
64,547 | $6,472,772 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
31,871 | $4,274,857 |
All Filings in NMR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,001,955 | 114,118 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $820,796 | 104,030 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $723,157 | 86,193 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $447,373 | 61,537 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $381,830 | 58,029 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 | $340,290 | 55,332 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $425,227 | 73,442 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $425,920 | 81,594 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $447,926 | 77,496 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $534,188 | 83,207 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $415,243 | 92,072 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $424,073 | 105,491 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $311,133 | 81,236 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $474,068 | 124,755 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $238,371 | 63,566 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||