Position in PWP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$82,819,614
+$11,526,108 QoQ
Shares Held
5,189,199
+32.2% QoQ
Ownership
5.52%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#3
of 163 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 54%
None 46%
Common Shares in PWP Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. PWP ranks #12 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in PWP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,819,616 | 5,189,199 | Shares | Sole | 2026-08-13 | |
| 2026-06-30 | $82,819,614 | 5,189,199 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $71,293,506 | 3,925,854 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $65,010,959 | 3,757,859 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $88,909,983 | 4,170,262 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $84,530,461 | 4,352,753 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $55,374,503 | 3,009,484 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $31,386,837 | 1,316,562 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $22,353,352 | 1,157,605 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,270,371 | 385,869 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $6,204,934 | 439,132 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,956,224 | 732,316 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $21,516,834 | 2,113,638 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $23,455,446 | 2,815,780 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,209,396 | 3,319,714 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $46,056,431 | 4,699,636 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $33,662,686 | 5,317,960 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $36,028,617 | 6,179,866 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $73,083,199 | 7,733,672 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $68,639,914 | 5,337,474 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $73,077,764 | 5,515,303 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $60,720,790 | 4,721,679 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||