MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in SCHW — Schwab Charles Corp
CIK 912938
Boston, MA
Position in SCHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,364,766,937
-$170,536,841 QoQ
Shares Held
14,521,887
-5.5% QoQ
Ownership
0.835%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 40.7887762795565.ToString("F0")%
Shared 47.044808983846245.ToString("F0")%
None 12.166414736597247.ToString("F0")%
Common Shares in SCHW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $5,693,040,432 across 12 Capital Markets names. SCHW ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
11,749,856 | $1,933,673,797 | |
| 2 | SCHW |
Schwab Charles Corp
This page
|
14,521,887 | $1,364,766,937 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
3,869,359 | $1,164,019,265 | |
| 4 | GS |
Goldman Sachs Group Inc
|
970,662 | $821,170,341 | |
| 5 | XP |
XP Inc.
|
12,331,051 | $234,783,208 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
986,908 | $68,392,721 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
2,724,895 | $33,679,702 | |
| 8 | PJT |
PJT Partners Inc.
|
230,362 | $32,186,177 |
All Filings in SCHW
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,364,766,937 | 14,521,887 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,535,303,778 | 15,366,868 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,631,020,167 | 17,084,112 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,679,296,009 | 18,405,261 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,606,862,402 | 20,527,113 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,627,981,165 | 21,996,773 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,858,705,752 | 28,679,305 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,987,271,400 | 26,967,993 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $2,224,698,853 | 30,753,371 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,132,453,726 | 30,994,967 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,634,699,761 | 29,775,952 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,336,515,416 | 23,580,018 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,128,429,773 | 21,543,142 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,345,113,477 | 28,166,148 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,292,318,799 | 31,895,350 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,111,317,078 | 33,417,491 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,745,675,288 | 32,566,425 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,863,368,423 | 34,047,187 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,443,858,477 | 33,551,050 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,473,777,048 | 33,975,787 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,272,771,193 | 34,869,150 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,739,011,178 | 32,786,787 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $715,374,136 | 19,745,353 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $616,835,891 | 18,282,036 | Shares | Sole | 2020-11-20 | |
| 2020-03-31 | $572,088,339 | 17,016,310 | Shares | Sole | 2020-11-20 | |
| No filing history on record for this holder in this stock. | ||||||