Position in TW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,703,583
-$6,720,389 QoQ
Shares Held
31,477
-55.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LORD, ABBETT & CO. LLC holds $1,043,423,656 across 13 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,140,714 | $447,494,854 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,213,960 | $204,282,089 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
1,471,381 | $128,069,002 | |
| 4 | WULF |
Terawulf Inc.
|
2,291,387 | $56,597,258 | |
| 5 | SNEX |
StoneX Group Inc.
|
638,122 | $50,411,677 | |
| 6 | HUT |
Hut 8 Corp.
|
346,990 | $40,058,260 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
1,000,866 | $37,192,180 | |
| 8 | EVR |
Evercore Inc.
|
91,374 | $31,198,738 |
All Filings in TW
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,703,583 | 31,477 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $10,423,972 | 71,202 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,706,246 | 85,587 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $36,312,756 | 277,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,065,624 | 81,391 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $8,747,862 | 82,527 | Shares | Sole | 2024-10-07 | |
| 2024-03-31 | $52,787,626 | 506,745 | Shares | Sole | 2024-10-07 | |
| 2023-12-31 | $38,880,372 | 427,821 | Shares | Sole | 2024-10-07 | |
| 2023-03-31 | $23,706,000 | 300,000 | Shares | Sole | 2024-10-07 | |
| 2022-03-31 | $7,029,599 | 80,000 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $8,505,889 | 100,590 | Shares | Other | 2021-08-11 | |
| 2020-12-31 | $13,974,998 | 223,779 | Shares | Sole | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||