Position in TW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$26,401,029
-$5,268,923 QoQ
Shares Held
264,911
-1.6% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#72
of 560 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in TW Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $5,521,866,523 across 46 Capital Markets names. TW ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,948,308 | $1,970,460,261 | |
| 2 | MS |
Morgan Stanley
|
7,494,442 | $1,566,638,155 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,403,634 | $867,673,308 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,240,596 | $425,246,966 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
2,286,593 | $199,025,053 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
283,459 | $79,844,729 | |
| 7 | IREN |
IREN Ltd
|
1,321,600 | $60,436,767 | |
| 8 | XP |
XP Inc.
|
2,806,911 | $45,640,371 |
All Filings in TW
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,401,029 | 264,911 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $31,669,952 | 269,165 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $28,082,564 | 261,136 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $32,471,858 | 292,592 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $43,640,374 | 298,090 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $45,269,609 | 304,928 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $42,193,812 | 322,287 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,185,832 | 308,772 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $30,890,520 | 291,420 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $31,157,766 | 299,105 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $28,163,256 | 309,895 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $29,039,376 | 362,087 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $24,883,098 | 363,363 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $36,003,486 | 455,625 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $28,546,474 | 439,650 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $25,427,082 | 450,675 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $32,290,781 | 473,125 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $38,437,763 | 437,439 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $40,370,038 | 403,136 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $32,895,473 | 407,223 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,232,248 | 393,002 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $17,841,474 | 241,101 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $16,483,739 | 263,951 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $14,002,360 | 241,420 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,915,625 | 222,147 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $128,894 | 3,066 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||