KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1021223 LOS ANGELES, CA

Back to IBKR Full portfolio

Position in IBKR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$671,787,539

-$48,918,745 QoQ

Shares Held

10,016,215

-10.6% QoQ

Ownership

2.25%

of shares outstanding

% of Portfolio

2.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 83.86062000466245.ToString("F0")% Shared 15.442879371099764.ToString("F0")% None 0.6965006242377985.ToString("F0")%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $1,889,992,537 across 9 Capital Markets names. IBKR ranks #1 (35.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc. This page	10,016,215	$671,787,539
2	LPLA	LPL Financial Holdings Inc.	1,680,090	$505,421,473
3	HLI	Houlihan Lokey, Inc.	2,642,146	$379,465,007
4	MC	Moelis & Co	5,777,773	$329,333,061
5	MS	Morgan Stanley	22,641	$3,726,029
6	GS	Goldman Sachs Group Inc	280	$236,877
7	SCHW	Schwab Charles Corp	225	$21,145
8	HOOD	Robinhood Markets, Inc.	16	$1,108

All Filings in IBKR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$671,787,539	10,016,215	-10.6%	Shares	Sole	2026-05-14
2025-12-31	$720,706,284	11,206,753	-7.9%	Shares	Defined	2026-02-13
2025-09-30	$837,729,133	12,174,526	-2.5%	Shares	Defined	2025-11-13
2025-06-30	$692,076,496	12,490,101	+293.9%	Shares	Defined	2025-08-13
2025-03-31	$131,262,323	3,170,779	-18.4%	Shares	Sole	2025-05-14
2024-12-31	$171,715,024	3,887,814	+0.1%	Shares	Defined	2025-02-21
2024-09-30	$135,291,558	3,883,225	+2.6%	Shares	Defined	2024-11-13
2024-06-30	$116,014,264	3,785,131	-26.3%	Shares	Defined	2024-08-13
2024-03-31	$143,480,770	5,137,616	-18.6%	Shares	Defined	2024-05-14
2023-12-31	$130,731,268	6,307,902	-1.0%	Shares	Defined	2024-02-13
2023-09-30	$137,881,402	6,371,599	-15.8%	Shares	Defined	2023-11-13
2023-06-30	$157,194,606	7,569,260	+0.9%	Shares	Defined	2023-08-11
2023-03-31	$154,825,737	7,501,247	-0.4%	Shares	Defined	2023-05-16
2022-12-31	$136,235,212	7,532,009	-4.1%	Shares	Defined	2023-02-14
2022-09-30	$125,549,644	7,857,903	-1.6%	Shares	Defined	2022-11-16
2022-06-30	$109,816,022	7,985,168	-6.0%	Shares	Defined	2022-08-12
2022-03-31	$139,969,836	8,494,604	-2.2%	Shares	Defined	2022-05-16
2021-12-31	$172,485,904	8,687,278	-0.2%	Shares	Defined	2022-02-14
2021-09-30	$135,667,330	8,704,994	-0.5%	Shares	Defined	2021-11-12
2021-06-30	$143,818,882	8,752,100	+4.3%	Shares	Defined	2021-08-13
2021-03-31	$153,273,909	8,393,971	+14.5%	Shares	Sole	2021-05-17
2020-12-31	$111,626,913	7,329,410	+8.5%	Shares	Sole	2021-02-12
2020-09-30	$81,655,419	6,758,156	+5.6%	Shares	Defined	2020-11-16
2020-06-30	$66,821,608	6,399,005	+3.9%	Shares	Defined	2020-08-14
2020-03-31	$66,453,393	6,157,368	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.