Position in IBKR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$18,479,897
+$3,991,169 QoQ
Shares Held
212,315
-1.7% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#167
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, 2026PRUDENTIAL FINANCIAL INC holds $859,734,147 across 36 Capital Markets names. IBKR ranks #5 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,267,462 | $264,950,255 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,604,455 | $240,313,062 | |
| 3 | GS |
Goldman Sachs Group Inc
|
199,711 | $201,981,713 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
368,353 | $36,938,438 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
212,315 | $18,479,897 | |
| 6 | SNEX |
StoneX Group Inc.
|
221,646 | $17,510,034 | |
| 7 | BGC |
BGC Group, Inc.
|
1,435,491 | $15,345,398 | |
| 8 | VIRT |
Virtu Financial, Inc.
|
139,760 | $8,325,503 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,479,897 | 212,315 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $14,488,728 | 216,024 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $14,284,215 | 222,115 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $17,009,143 | 247,190 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,158,147 | 56,996 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,013,739 | 12,161 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,418,660 | 8,030 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,562,411 | 18,387 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,559,888 | 20,880 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,105,062 | 18,844 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,158,029 | 13,969 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,306,909 | 26,651 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,235,661 | 26,913 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,894,006 | 83,503 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,331,890 | 18,409 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,073,559 | 16,798 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $903,043 | 16,416 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $520,490 | 7,897 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $688,014 | 8,663 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $583,937 | 9,367 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $645,468 | 9,820 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $896,565 | 12,275 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $713,189 | 11,707 | Shares | Defined | 2021-08-16 | |
| 2020-09-30 | $7,201 | 149 | Shares | Defined | 2021-08-05 | |
| 2020-06-30 | $455,042 | 10,894 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $2,298,975 | 53,254 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||