Position in PWP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$9,565,575
-$164,587 QoQ
Shares Held
599,347
+11.9% QoQ
Ownership
0.637%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 163 holders
Holding Since
Sep 2021
20 quarters on record
Voting authority
Sole 98%
Shared 2%
None 0%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NORTHERN TRUST CORP holds $9,804,329,293 across 60 Capital Markets names. PWP ranks #35 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,052,734 | $3,087,443,582 | |
| 2 | MS |
Morgan Stanley
|
12,514,426 | $2,616,015,606 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,952,492 | $1,471,936,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,470,972 | $648,909,068 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,605,708 | $313,840,819 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
508,634 | $143,272,021 | |
| 7 | EVR |
Evercore Inc.
|
353,320 | $120,637,578 | |
| 8 | SF |
Stifel Financial Corp
|
1,534,041 | $107,030,038 |
All Filings in PWP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,565,575 | 599,347 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $9,730,162 | 535,802 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $8,595,018 | 496,822 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $11,013,504 | 516,581 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $9,952,941 | 512,510 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $8,870,308 | 482,082 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $11,680,740 | 489,964 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $9,102,230 | 471,374 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $6,643,145 | 408,809 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,545,063 | 392,432 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,008,233 | 409,504 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $3,924,694 | 385,530 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,168,014 | 380,314 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,188,812 | 350,419 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $3,295,807 | 336,307 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $2,316,716 | 365,990 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,328,268 | 399,360 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $729,814 | 77,229 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $928,620 | 72,210 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $811,244 | 61,226 | Shares | Defined | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||