FEDERATED HERMES, INC.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1056288
PITTSBURGH, PA
Position in IBKR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$40,025,295
+$2,616,491 QoQ
Shares Held
596,769
+2.6% QoQ
Ownership
0.134%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99.994805360198.ToString("F0")%
Shared 0.ToString("F0")%
None 0.005194639802000439.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FEDERATED HERMES, INC. holds $457,792,711 across 26 Capital Markets names. IBKR ranks #4 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
862,849 | $141,999,057 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,346,144 | $126,510,610 | |
| 3 | GS |
Goldman Sachs Group Inc
|
47,730 | $40,379,101 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
596,769 | $40,025,295 | |
| 5 | XP |
XP Inc.
|
1,594,070 | $30,351,091 | |
| 6 | LAZ |
Lazard, Inc.
|
498,212 | $21,164,045 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
386,860 | $15,965,711 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
186,138 | $8,186,348 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,025,295 | 596,769 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $37,408,804 | 581,695 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $43,110,427 | 626,514 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $41,785,400 | 754,113 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $8,929,398 | 215,699 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $10,259,535 | 232,287 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $9,349,139 | 268,345 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $8,035,264 | 262,162 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $7,269,108 | 260,285 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $5,362,696 | 258,755 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $5,707,138 | 263,731 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $5,532,399 | 266,397 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,753,865 | 230,323 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $2,160,081 | 119,424 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,929,106 | 120,739 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,707,110 | 124,131 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $2,181,389 | 132,386 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,579,481 | 129,916 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,996,998 | 128,136 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,617,450 | 98,430 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $294,205 | 16,112 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $250,122 | 16,423 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $201,403 | 16,669 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $191,055 | 18,296 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $208,446 | 19,314 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||