Position in IBKR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$5,752,325
+$640,196 QoQ
Shares Held
85,766
+7.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 26%
None 74%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $2,806,684,927 across 34 Capital Markets names. IBKR ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
3,666,780 | $1,103,077,424 | |
| 2 | MS |
Morgan Stanley
|
3,922,709 | $645,560,217 | |
| 3 | GS |
Goldman Sachs Group Inc
|
671,586 | $568,155,038 | |
| 4 | SCHW |
Schwab Charles Corp
|
2,074,704 | $194,980,680 | |
| 5 | LAZ |
Lazard, Inc.
|
1,431,358 | $60,804,087 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
713,962 | $49,477,566 | |
| 7 | EVR |
Evercore Inc.
|
127,872 | $38,171,070 | |
| 8 | PIPR |
Piper Sandler Companies
|
482,175 | $36,910,495 |
All Filings in IBKR
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,752,325 | 85,766 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $5,112,129 | 79,492 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,406,607 | 78,573 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,906,364 | 52,452 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,672,293 | 10,099 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $9,684,165 | 54,815 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $9,789,063 | 70,243 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,111,141 | 74,316 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $12,173,820 | 108,977 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,216,963 | 99,119 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,904,398 | 91,317 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,647,014 | 67,979 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,788,643 | 58,002 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,082,377 | 28,782 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,648,812 | 25,799 | Shares | Defined | 2023-01-13 | |
| 2022-06-30 | $1,376,128 | 25,016 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,410,802 | 21,405 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,832,968 | 48,262 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,413,493 | 38,715 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $252,008 | 3,834 | Shares | Defined | 2021-08-16 | |
| 2020-12-31 | $3,096,563 | 50,830 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $2,740,697 | 56,708 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $2,391,917 | 57,264 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||