ZACKS INVESTMENT MANAGEMENT
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1086483
Chicago, IL
Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$225,422
+$13,650 QoQ
Shares Held
3,361
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
11 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, 2026ZACKS INVESTMENT MANAGEMENT holds $130,945,669 across 8 Capital Markets names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
255,287 | $53,365,194 | |
| 2 | GS |
Goldman Sachs Group Inc
|
44,196 | $44,698,508 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
203,095 | $20,366,366 | |
| 4 | EVR |
Evercore Inc.
|
18,059 | $6,166,064 | |
| 5 | SNEX |
StoneX Group Inc.
|
69,200 | $5,466,760 | |
| 6 | SCHW |
Schwab Charles Corp
|
4,631 | $427,302 | |
| 7 | MRX |
Marex Group Ltd
|
4,159 | $253,491 | |
| 8 | SF |
Stifel Financial Corp
|
2,895 | $201,984 |
All Filings in IBKR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $225,422 | 3,361 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $211,772 | 3,293 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $291,685 | 4,239 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,117,785 | 20,173 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $5,553,226 | 33,536 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $5,943,355 | 33,641 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $4,725,418 | 33,908 | Shares | Sole | 2024-11-14 | |
| 2021-06-30 | $2,161,859 | 32,890 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,285,786 | 31,295 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,737,133 | 28,515 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,323,178 | 27,378 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||