Position in PIPR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,798,657
+$726,865 QoQ
Shares Held
93,982
+18.5% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $14,987,751,289 across 44 Capital Markets names. PIPR ranks #30 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
19,246,850 | $4,023,361,522 | |
| 2 | SCHW |
Schwab Charles Corp
|
43,292,139 | $3,994,565,665 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,616,283 | $2,646,030,137 | |
| 4 | TW |
Tradeweb Markets Inc.
|
16,376,924 | $1,632,124,245 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,554,153 | $556,970,462 | |
| 6 | LAZ |
Lazard, Inc.
|
8,962,415 | $375,883,684 | |
| 7 | SNEX |
StoneX Group Inc.
|
4,677,243 | $369,502,196 | |
| 8 | MRX |
Marex Group Ltd
|
4,923,341 | $300,077,633 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,798,657 | 93,982 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,071,792 | 79,318 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,475,111 | 16,130 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,384,936 | 15,519 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,128,798 | 14,855 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,404,586 | 13,760 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,549,607 | 11,834 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,213,012 | 11,321 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,570,538 | 11,168 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,131,388 | 10,751 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,766,190 | 10,113 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $1,387,274 | 9,547 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $933,903 | 7,225 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $881,282 | 6,358 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $788,691 | 6,058 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $601,940 | 5,747 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,119,656 | 9,877 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,336,518 | 10,183 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,749,576 | 9,801 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,363,277 | 9,846 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,437,856 | 11,098 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,376,326 | 12,552 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,263,772 | 12,525 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $768,398 | 10,526 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $623,901 | 10,546 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $768,512 | 15,197 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||