New York Life Investment Management LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1133639
New York, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,413,713
+$1,253,831 QoQ
Shares Held
62,198
+0.3% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#310
of 1,105 holders
Holding Since
Sep 2025
4 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, 2026New York Life Investment Management LLC holds $119,559,779 across 9 Capital Markets names. IBKR ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
41,091 | $41,558,204 | |
| 2 | MS |
Morgan Stanley
|
166,946 | $34,898,391 | |
| 3 | SCHW |
Schwab Charles Corp
|
243,914 | $22,505,944 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
110,111 | $11,041,931 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
62,198 | $5,413,713 | |
| 6 | EVR |
Evercore Inc.
|
4,859 | $1,659,056 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
21,353 | $1,067,222 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
6,768 | $907,791 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,413,713 | 62,198 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $4,159,882 | 62,023 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,937,186 | 61,222 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,171,675 | 60,626 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||