Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$24,363,579
+$887,857 QoQ
Shares Held
363,256
-0.5% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026GABELLI FUNDS LLC holds $120,563,845 across 9 Capital Markets names. IBKR ranks #3 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
44,510 | $37,655,014 | |
| 2 | MS |
Morgan Stanley
|
181,440 | $29,859,580 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
363,256 | $24,363,579 | |
| 4 | SCHW |
Schwab Charles Corp
|
133,437 | $12,540,409 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
157,718 | $6,936,437 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
122,210 | $5,043,606 | |
| 7 | MC |
Moelis & Co
|
43,850 | $2,499,450 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
3,000 | $902,490 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,363,579 | 363,256 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $23,475,722 | 365,040 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $26,198,100 | 380,731 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $22,261,798 | 401,765 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,898,236 | 94,166 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,698,803 | 106,386 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,048,408 | 116,200 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $4,007,456 | 130,749 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $3,690,591 | 132,149 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,736,715 | 132,049 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $2,929,406 | 135,370 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,064,659 | 147,570 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,117,651 | 151,049 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,804,448 | 155,049 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,440,547 | 152,749 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,313,844 | 168,249 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,475,727 | 150,249 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $2,943,483 | 148,249 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,380,593 | 152,749 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,365,852 | 143,974 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,635,812 | 144,349 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,227,372 | 146,249 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,779,136 | 147,249 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,537,647 | 147,249 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,648,543 | 152,749 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||