ALPINE WOODS CAPITAL INVESTORS, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1226886
PURCHASE, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$716,078
New position
Shares Held
8,227
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#637
of 1,105 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 18%
Shared 0%
None 82%
Position in Capital Markets
Financial Services · as of Jun 30, 2026ALPINE WOODS CAPITAL INVESTORS, LLC holds $4,399,709 across 6 Capital Markets names. IBKR ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLI |
Houlihan Lokey, Inc.
|
12,258 | $1,644,165 | |
| 2 | GS |
Goldman Sachs Group Inc
|
868 | $877,869 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
8,227 | $716,078 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,500 | $651,820 | |
| 5 | PIPR |
Piper Sandler Companies
|
3,738 | $270,406 | |
| 6 | MC |
Moelis & Co
|
3,659 | $239,371 |
All Filings in IBKR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $716,078 | 8,227 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||