Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$337,232,383
+$74,134,487 QoQ
Shares Held
3,874,453
-1.2% QoQ
Ownership
0.855%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#26
of 1,105 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BESSEMER GROUP INC holds $884,639,115 across 33 Capital Markets names. IBKR ranks #1 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,874,453 | $337,232,383 | |
| 2 | MS |
Morgan Stanley
|
1,227,982 | $256,697,352 | |
| 3 | TW |
Tradeweb Markets Inc.
|
1,603,992 | $159,853,838 | |
| 4 | SNEX |
StoneX Group Inc.
|
481,012 | $37,998,564 | |
| 5 | SCHW |
Schwab Charles Corp
|
273,968 | $25,279,024 | |
| 6 | MC |
Moelis & Co
|
247,502 | $16,190,073 | |
| 7 | PIPR |
Piper Sandler Companies
|
220,249 | $15,931,362 | |
| 8 | GS |
Goldman Sachs Group Inc
|
14,245 | $14,384,733 |
All Filings in IBKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,232,383 | 3,874,453 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $263,097,896 | 3,922,736 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $98,554,361 | 1,532,489 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $749,682 | 10,895 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $588,453 | 10,620 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $1,321,407 | 7,980 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $4,388,129 | 24,838 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,445,536 | 24,724 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $15,079 | 123 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $66,136 | 632 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $10,693 | 129 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $11,251 | 130 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,894 | 83 | Shares | Defined | 2023-08-10 | |
| 2022-12-31 | $7,090 | 98 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $6,263 | 98 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $5,665 | 103 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,977 | 30 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $8,100 | 102 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $22,380 | 359 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||