SCHRODER INVESTMENT MANAGEMENT GROUP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1086619
London, X0
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,712,175
+$4,397,926 QoQ
Shares Held
77,116
+123.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#282
of 1,105 holders
Holding Since
Jun 2025
5 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $2,758,928,266 across 16 Capital Markets names. IBKR ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,226,529 | $2,137,753,618 | |
| 2 | GS |
Goldman Sachs Group Inc
|
278,347 | $281,511,804 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,170,390 | $107,991,885 | |
| 4 | EVR |
Evercore Inc.
|
172,702 | $58,967,370 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
505,117 | $50,653,132 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
263,456 | $35,337,353 | |
| 7 | FUTU |
Futu Holdings Ltd
|
376,596 | $35,302,108 | |
| 8 | PWP |
Perella Weinberg Partners
|
1,128,125 | $18,004,875 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,712,175 | 77,116 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,314,249 | 34,505 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,538,745 | 23,927 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $680,874 | 9,895 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $234,273 | 4,228 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||