Position in TW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$258,717,985
+$35,510,112 QoQ
Shares Held
2,198,861
+5.9% QoQ
Ownership
0.932%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Capital World Investors holds $4,466,976,689 across 10 Capital Markets names. TW ranks #5 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,002,517 | $2,540,099,356 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
2,312,446 | $695,653,130 | |
| 3 | XP |
XP Inc.
|
19,103,295 | $363,726,736 | |
| 4 | MS |
Morgan Stanley
|
1,616,422 | $266,014,568 | |
| 5 | TW |
Tradeweb Markets Inc.
This page
|
2,198,861 | $258,717,985 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
3,030,920 | $203,283,804 | |
| 7 | PWP |
Perella Weinberg Partners
|
2,602,595 | $47,263,125 | |
| 8 | MC |
Moelis & Co
|
719,000 | $40,983,000 |
All Filings in TW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $258,717,985 | 2,198,861 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $223,207,873 | 2,075,580 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $226,992,610 | 2,045,347 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $395,036,976 | 2,698,340 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $341,250,601 | 2,298,603 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $218,264,456 | 1,667,159 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $203,810,757 | 1,648,021 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $172,047,222 | 1,623,087 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $167,583,591 | 1,608,751 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $307,102,423 | 3,379,208 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $326,028,077 | 4,065,188 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $274,616,441 | 4,010,170 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $311,263,098 | 3,939,042 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $272,297,005 | 4,193,701 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $229,132,339 | 4,061,190 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $281,597,520 | 4,125,971 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $397,428,189 | 4,522,911 | Shares | Defined | 2022-05-19 | |
| 2021-12-31 | $433,566,244 | 4,329,601 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $349,614,628 | 4,327,985 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $365,941,602 | 4,327,597 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $315,287,582 | 4,260,643 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $265,734,117 | 4,255,150 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $252,653,104 | 4,356,088 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $246,820,869 | 4,245,285 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $149,756,653 | 3,562,242 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||