KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1021223
LOS ANGELES, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$554,055,817
-$117,731,722 QoQ
Shares Held
6,365,531
-36.4% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
#11
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 14%
None 1%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $1,678,971,062 across 10 Capital Markets names. IBKR ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
6,365,531 | $554,055,817 | |
| 2 | LPLA |
LPL Financial Holdings Inc.
|
1,434,522 | $404,076,156 | |
| 3 | MC |
Moelis & Co
|
5,412,938 | $354,114,403 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
2,426,619 | $325,482,405 | |
| 5 | FIGR |
Figure Technology Solutions, Inc.
|
1,101,072 | $33,813,920 | |
| 6 | MS |
Morgan Stanley
|
30,996 | $6,479,403 | |
| 7 | GS |
Goldman Sachs Group Inc
|
916 | $926,414 | |
| 8 | SCHW |
Schwab Charles Corp
|
195 | $17,992 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $554,055,817 | 6,365,531 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $671,787,539 | 10,016,215 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $720,706,284 | 11,206,753 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $837,729,133 | 12,174,526 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $692,076,496 | 12,490,101 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $525,049,293 | 3,170,779 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $686,860,098 | 3,887,814 | Shares | Defined | 2025-02-21 | |
| 2024-09-30 | $541,166,235 | 3,883,225 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $464,057,060 | 3,785,131 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $573,923,083 | 5,137,616 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $522,925,075 | 6,307,902 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $551,525,609 | 6,371,599 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $628,778,427 | 7,569,260 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $619,302,951 | 7,501,247 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $544,940,850 | 7,532,009 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $502,198,580 | 7,857,903 | Shares | Defined | 2022-11-16 | |
| 2022-06-30 | $439,264,091 | 7,985,168 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $559,879,349 | 8,494,604 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $689,943,618 | 8,687,278 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $542,669,325 | 8,704,994 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $575,275,532 | 8,752,100 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $613,095,640 | 8,393,971 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $446,507,656 | 7,329,410 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $326,621,678 | 6,758,156 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $267,286,438 | 6,399,005 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $265,813,575 | 6,157,368 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||