Position in TW
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,941,881
-$11,510,147 QoQ
Shares Held
531,225
-3.0% QoQ
Ownership
0.227%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FMR LLC holds $22,562,218,133 across 49 Capital Markets names. TW ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,903,987 | $5,205,929,440 | |
| 2 | SCHW |
Schwab Charles Corp
|
44,265,455 | $4,084,373,529 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,866,640 | $3,910,603,694 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,907,700 | $2,999,144,154 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
11,828,151 | $1,029,522,261 | |
| 6 | SF |
Stifel Financial Corp
|
8,534,782 | $595,471,737 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
19,645,295 | $537,888,175 | |
| 8 | LAZ |
Lazard, Inc.
|
11,152,391 | $467,731,275 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,941,881 | 531,225 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $64,452,028 | 547,782 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $60,912,697 | 566,419 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $178,285,706 | 1,606,467 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $209,544,075 | 1,431,312 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $245,638,499 | 1,654,577 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $186,941,713 | 1,427,908 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $165,289,158 | 1,336,534 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $145,922,886 | 1,376,631 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $133,683,234 | 1,283,318 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $97,080,559 | 1,068,228 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $27,244,179 | 339,703 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $27,200,323 | 397,201 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $33,976,622 | 429,975 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $20,970,635 | 322,973 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $8,664,023 | 153,563 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $11,027,493 | 161,575 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $17,682,167 | 201,231 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $18,595,596 | 185,696 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,940,730 | 110,680 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $4,862,199 | 57,500 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,138,450 | 55,925 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $3,231,474 | 51,745 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $14,951,936 | 257,792 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $47,038,049 | 809,048 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $15,539,496 | 369,636 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||