Position in TW
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,291,294
-$764,343 QoQ
Shares Held
12,957
-25.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#266
of 560 holders
Holding Since
Sep 2021
20 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, 2026SUMITOMO LIFE INSURANCE CO holds $36,001,570 across 7 Capital Markets names. TW ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
24,746 | $25,027,362 | |
| 2 | MS |
Morgan Stanley
|
19,712 | $4,120,596 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
36,310 | $3,160,422 | |
| 4 | TW |
Tradeweb Markets Inc.
This page
|
12,957 | $1,291,294 | |
| 5 | SCHW |
Schwab Charles Corp
|
12,619 | $1,164,355 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
8,987 | $901,216 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,194 | $336,325 |
All Filings in TW
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,291,294 | 12,957 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,055,637 | 17,471 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,118,430 | 19,699 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,646,651 | 23,848 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,538,195 | 24,168 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,688,785 | 24,847 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,267,632 | 24,959 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,127,737 | 25,291 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,649,576 | 24,996 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,445,494 | 23,476 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $2,186,481 | 24,059 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,983,987 | 24,738 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $1,611,882 | 23,538 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $1,853,335 | 23,454 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,531,633 | 23,589 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $1,347,591 | 23,885 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,538,559 | 22,543 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,973,032 | 22,454 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $2,275,280 | 22,721 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,882,739 | 23,307 | Shares | Sole | 2021-10-25 | |
| No filing history on record for this holder in this stock. | ||||||