Position in SF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,531,826
-$1,058,678 QoQ
Shares Held
50,621
-18.5% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#169
of 592 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SF Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. SF ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
|
1,128,125 | $18,004,875 |
All Filings in SF
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,531,826 | 50,621 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,590,504 | 62,101 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $18,000,499 | 143,751 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,271,319 | 99,333 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,059,088 | 96,927 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $8,331,263 | 88,386 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,290,852 | 115,864 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,628,434 | 166,437 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $13,193,877 | 156,790 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,089,544 | 90,694 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $5,230,202 | 85,127 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $13,237,371 | 221,843 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $27,555,060 | 466,324 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $13,980,886 | 239,522 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $13,078,943 | 251,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $16,673,471 | 297,634 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $12,337,981 | 181,708 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,858,489 | 154,196 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $857,179 | 12,613 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $278,768 | 4,298 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||