FEDERATED HERMES, INC.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1056288
PITTSBURGH, PA
Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$52,377,798
+$12,352,503 QoQ
Shares Held
601,767
+0.8% QoQ
Ownership
0.133%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#100
of 1,105 holders
Holding Since
Mar 2020
26 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, 2026FEDERATED HERMES, INC. holds $532,832,183 across 30 Capital Markets names. IBKR ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,248,416 | $115,191,342 | |
| 2 | MS |
Morgan Stanley
|
456,102 | $95,343,560 | |
| 3 | WULF |
Terawulf Inc.
|
3,491,881 | $86,249,460 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
601,767 | $52,377,798 | |
| 5 | MRX |
Marex Group Ltd
|
464,935 | $28,337,787 | |
| 6 | HUT |
Hut 8 Corp.
|
221,904 | $25,617,707 | |
| 7 | XP |
XP Inc.
|
1,544,150 | $25,107,877 | |
| 8 | LAZ |
Lazard, Inc.
|
487,237 | $20,434,719 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,377,798 | 601,767 | Shares | Defined | 2026-08-12 | |
| 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 | $35,717,596 | 215,699 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $41,038,144 | 232,287 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $37,396,558 | 268,345 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $32,141,060 | 262,162 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $29,076,436 | 260,285 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $21,450,789 | 258,755 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $22,828,555 | 263,731 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $22,129,598 | 266,397 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,015,466 | 230,323 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $8,640,326 | 119,424 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $7,716,429 | 120,739 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,828,445 | 124,131 | Shares | Defined | 2022-09-16 | |
| 2022-03-31 | $8,725,560 | 132,386 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $10,317,928 | 129,916 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $7,987,997 | 128,136 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $6,469,803 | 98,430 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,176,820 | 16,112 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,000,489 | 16,423 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $805,612 | 16,669 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $764,223 | 18,296 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $833,785 | 19,314 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||