Position in PIPR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$211,227,157
-$2,045,812 QoQ
Shares Held
2,919,922
+4.8% QoQ
Ownership
4.13%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 415 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in PIPR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $57,853,517,382 across 59 Capital Markets names. PIPR ranks #17 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
99,560,815 | $20,812,192,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,830,464 | $19,044,566,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
73,174,188 | $6,751,782,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
34,671,148 | $3,476,822,721 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
19,437,767 | $1,691,863,239 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,934,239 | $544,836,441 | |
| 7 | EVR |
Evercore Inc.
|
1,206,119 | $411,817,271 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,352,535 | $343,850,265 |
All Filings in PIPR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,227,157 | 2,919,922 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $213,272,969 | 2,786,061 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $232,334,802 | 683,921 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $237,673,923 | 684,959 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $189,227,944 | 680,823 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $168,386,262 | 679,909 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $209,639,554 | 698,915 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $193,680,458 | 682,430 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $156,583,039 | 680,293 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $132,417,839 | 667,126 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $114,098,478 | 652,476 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $91,274,296 | 628,135 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $77,033,660 | 595,959 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $79,320,265 | 572,255 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $72,459,067 | 556,564 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $58,352,120 | 557,114 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $62,619,610 | 552,396 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $71,526,131 | 544,961 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $97,417,012 | 545,723 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $75,687,635 | 546,639 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $69,620,491 | 537,361 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $56,179,616 | 512,354 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $51,195,751 | 507,391 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $35,965,932 | 492,684 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $30,514,077 | 515,789 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $25,340,829 | 501,104 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||