Position in TW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$236,357,519
+$105,675,131 QoQ
Shares Held
2,008,818
+65.3% QoQ
Ownership
0.851%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 95.01945672502772.ToString("F0")%
Shared 0.040620922662442625.ToString("F0")%
None 4.939922352309842.ToString("F0")%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $23,441,743,844 across 58 Capital Markets names. TW ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
43,578,279 | $7,171,677,366 | |
| 2 | SCHW |
Schwab Charles Corp
|
73,848,142 | $6,940,248,373 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,215,462 | $6,104,208,689 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
14,268,817 | $988,829,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
6,723,652 | $450,955,332 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
790,730 | $237,875,300 | |
| 7 | TW |
Tradeweb Markets Inc.
This page
|
2,008,818 | $236,357,519 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
5,506,637 | $186,950,322 |
All Filings in TW
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $236,357,519 | 2,008,818 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $130,682,388 | 1,215,198 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $271,801,224 | 2,449,101 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $380,361,395 | 2,598,097 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $479,081,751 | 3,227,009 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $232,878,658 | 1,778,786 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $208,793,911 | 1,688,315 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $203,252,350 | 1,917,475 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $180,678,796 | 1,734,461 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $160,410,736 | 1,765,083 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $142,415,146 | 1,775,750 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $137,295,206 | 2,004,895 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $159,481,558 | 2,018,243 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $125,893,228 | 1,938,907 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $104,894,875 | 1,859,179 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $119,954,081 | 1,757,569 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $84,165,661 | 957,843 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $12,697,149 | 126,794 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $115,134,116 | 1,425,280 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $120,759,035 | 1,428,087 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $115,187,882 | 1,556,593 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $111,191,225 | 1,780,484 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $147,528,394 | 2,543,593 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||