Position in VIRT
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$17,009,835
+$4,377,624 QoQ
Shares Held
386,763
+2.0% QoQ
Ownership
0.249%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VIRT Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $2,399,181,934 across 30 Capital Markets names. VIRT ranks #18 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
2,636,544 | $793,151,530 | |
| 2 | MS |
Morgan Stanley
|
3,021,966 | $497,324,943 | |
| 3 | GS |
Goldman Sachs Group Inc
|
346,674 | $293,282,736 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,851,720 | $268,004,644 | |
| 5 | SF |
Stifel Financial Corp
|
1,075,067 | $79,468,952 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
890,302 | $61,697,928 | |
| 7 | LAZ |
Lazard, Inc.
|
1,267,322 | $53,835,837 | |
| 8 | RIOT |
Riot Platforms, Inc.
|
2,957,456 | $36,554,155 |
All Filings in VIRT
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,009,835 | 386,763 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $12,632,211 | 379,118 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $13,539,380 | 381,391 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $17,838,378 | 398,267 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $15,290,579 | 401,117 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $13,970,432 | 391,548 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $11,762,950 | 386,177 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $9,751,359 | 434,359 | Shares | Defined | 2024-07-29 | |
| 2022-09-30 | $1,260,842 | 60,705 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $3,435,416 | 146,750 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $918,105 | 24,667 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $578,243 | 20,057 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $517,622 | 21,188 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $208,827 | 7,558 | Shares | Defined | 2021-08-10 | |
| 2020-06-30 | $209,072 | 8,859 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $1,611,197 | 77,387 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||