Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$157,959,167
-$24,441,360 QoQ
Shares Held
9,897,191
-1.5% QoQ
Ownership
10.5%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1
of 163 holders
Holding Since
Jun 2021
21 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, 2026FMR LLC holds $22,562,218,133 across 49 Capital Markets names. PWP ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,903,987 | $5,205,929,440 | |
| 2 | SCHW |
Schwab Charles Corp
|
44,265,455 | $4,084,373,529 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,866,640 | $3,910,603,694 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,907,700 | $2,999,144,154 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,828,151 | $1,029,522,261 | |
| 6 | SF |
Stifel Financial Corp
|
8,534,782 | $595,471,737 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
19,645,295 | $537,888,175 | |
| 8 | LAZ |
Lazard, Inc.
|
11,152,391 | $467,731,275 |
All Filings in PWP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,959,167 | 9,897,191 | Shares | Defined | 2026-08-13 | |
| 2026-06-30 | $157,959,152 | 9,897,190 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $182,400,527 | 10,044,082 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $169,527,196 | 9,799,260 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $204,742,845 | 9,603,323 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $165,204,792 | 8,506,941 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $152,066,872 | 8,264,504 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $195,057,471 | 8,181,941 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $152,169,633 | 7,880,354 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $128,125,463 | 7,884,644 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $105,413,204 | 7,460,241 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $78,729,228 | 6,437,386 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $58,843,035 | 5,780,259 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $46,397,407 | 5,569,917 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $49,834,410 | 5,476,309 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $52,513,230 | 5,358,493 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $32,079,343 | 5,067,827 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $22,154,913 | 3,800,157 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $35,698,206 | 3,777,588 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $48,230,645 | 3,750,439 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $51,770,691 | 3,907,222 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $41,713,351 | 3,243,651 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||