Position in IBKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$24,511,670
+$18,622,675 QoQ
Shares Held
365,464
+299.1% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 99.94089705141957.ToString("F0")%
Shared 0.ToString("F0")%
None 0.05910294858043474.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NATIXIS ADVISORS, LLC holds $847,071,310 across 23 Capital Markets names. IBKR ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,578,543 | $242,331,470 | |
| 2 | GS |
Goldman Sachs Group Inc
|
258,978 | $219,092,798 | |
| 3 | MS |
Morgan Stanley
|
1,062,098 | $174,789,467 | |
| 4 | MC |
Moelis & Co
|
1,352,595 | $77,097,915 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
347,746 | $49,943,279 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
365,464 | $24,511,670 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
47,248 | $14,213,615 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
171,408 | $11,878,573 |
All Filings in IBKR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,511,670 | 365,464 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $5,888,995 | 91,572 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $7,410,355 | 107,693 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $10,360,561 | 186,980 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $974,165 | 23,532 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $936,483 | 21,203 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $656,176 | 18,834 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $634,700 | 20,708 | Shares | Defined | 2024-08-01 | |
| 2024-03-31 | $517,440 | 18,528 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $310,501 | 14,982 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $371,385 | 17,162 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $350,866 | 16,895 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $347,536 | 16,838 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $239,424 | 13,237 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $181,791 | 11,378 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $174,793 | 10,608 | Shares | Defined | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||