Position in IBKR
as of Dec 31, 2025
· filed Jan 29, 2026
Position Value
$3,360,477,696
-$276,755,940 QoQ
Shares Held
52,254,357
-1.1% QoQ
Ownership
11.7%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 5%
None 95%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Dec 31, 2025VANGUARD GROUP INC holds $91,113,283,249 across 58 Capital Markets names. IBKR ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
29,014,431 | $25,503,684,849 | |
| 2 | MS |
Morgan Stanley
|
119,718,100 | $21,253,554,291 | |
| 3 | SCHW |
Schwab Charles Corp
|
150,528,952 | $15,039,347,591 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
95,771,497 | $10,831,756,308 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
52,254,357 | $3,360,477,696 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
8,148,558 | $2,910,420,457 | |
| 7 | EVR |
Evercore Inc.
|
3,840,147 | $1,306,610,014 | |
| 8 | TW |
Tradeweb Markets Inc.
|
11,955,735 | $1,285,719,740 |
All Filings in IBKR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,360,477,696 | 52,254,357 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,637,233,636 | 52,859,085 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,316,714,594 | 41,810,406 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $428,527,088 | 10,351,521 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $444,833,725 | 10,071,517 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $355,338,071 | 10,199,141 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $303,963,403 | 9,917,240 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $270,267,401 | 9,677,465 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $200,826,408 | 9,690,056 | Shares | Defined | 2024-03-11 | |
| 2023-09-30 | $207,026,199 | 9,566,830 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $192,277,848 | 9,258,594 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $191,827,168 | 9,293,952 | Shares | Sole | 2023-07-14 | |
| 2022-12-31 | $166,051,351 | 9,180,448 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $144,358,564 | 9,035,116 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $116,110,293 | 8,442,850 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $136,894,870 | 8,307,988 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $155,964,577 | 7,855,179 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $121,617,514 | 7,803,498 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $119,344,103 | 7,262,687 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $127,430,786 | 6,978,685 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $108,535,526 | 7,126,430 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $84,208,195 | 6,969,435 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $73,382,713 | 7,027,313 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $63,940,206 | 5,924,504 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||