Position in PIPR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,783,547
+$10,567,173 QoQ
Shares Held
204,362
+271.0% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#50
of 416 holders
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026MACKENZIE FINANCIAL CORP holds $654,024,520 across 22 Capital Markets names. PIPR ranks #8 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
813,651 | $170,085,605 | |
| 2 | GS |
Goldman Sachs Group Inc
|
167,648 | $169,554,157 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,150,522 | $106,158,664 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
829,288 | $72,181,227 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
450,294 | $45,155,482 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
469,011 | $27,938,985 | |
| 7 | SF |
Stifel Financial Corp
|
355,067 | $24,773,024 | |
| 8 | PIPR |
Piper Sandler Companies
This page
|
204,362 | $14,783,547 |
All Filings in PIPR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,783,547 | 204,362 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,216,374 | 55,080 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $372,322 | 1,096 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $377,178 | 1,087 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $302,120 | 1,087 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $269,206 | 1,087 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $326,045 | 1,087 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $308,501 | 1,087 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $250,194 | 1,087 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $527,387 | 2,657 | Shares | Sole | 2024-05-10 | |
| 2023-06-30 | $388,684 | 3,007 | Shares | Sole | 2023-08-03 | |
| 2022-12-31 | $227,441 | 1,747 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $220,268 | 2,103 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $259,821 | 2,292 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $252,262 | 1,922 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $260,089 | 1,457 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $246,735 | 1,782 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||