Position in PWP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$42,702,384
-$4,560,741 QoQ
Shares Held
2,675,588
+2.8% QoQ
Ownership
2.85%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 163 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Capital World Investors holds $5,793,324,362 across 12 Capital Markets names. PWP ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,170,848 | $2,126,114,065 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,902,662 | $1,924,295,266 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
2,343,266 | $660,051,166 | |
| 4 | XP |
XP Inc.
|
19,370,669 | $314,967,077 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,255,412 | $283,351,060 | |
| 6 | TW |
Tradeweb Markets Inc.
|
2,313,422 | $230,555,636 | |
| 7 | WULF |
Terawulf Inc.
|
3,523,551 | $87,031,709 | |
| 8 | HUT |
Hut 8 Corp.
|
519,536 | $59,977,833 |
All Filings in PWP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,702,384 | 2,675,588 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $47,263,125 | 2,602,595 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||