Bridgewater Associates, LP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1350694
Westport, CT
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,851,642
-$26,592,089 QoQ
Shares Held
72,337
-85.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Bridgewater Associates, LP holds $92,470,448 across 16 Capital Markets names. IBKR ranks #4 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
90,438 | $26,996,647 | |
| 2 | IREN |
IREN Ltd
|
720,925 | $24,713,309 | |
| 3 | HUT |
Hut 8 Corp.
|
245,659 | $11,523,863 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
72,337 | $4,851,642 | |
| 5 | VIRT |
Virtu Financial, Inc.
|
98,746 | $4,342,849 | |
| 6 | GS |
Goldman Sachs Group Inc
|
4,154 | $3,514,242 | |
| 7 | SF |
Stifel Financial Corp
|
41,281 | $3,051,491 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
20,549 | $2,951,247 |
All Filings in IBKR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,851,642 | 72,337 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $31,443,731 | 488,940 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $40,100,403 | 582,770 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $1,916,869 | 46,304 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $959,702 | 27,546 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $631,267 | 20,596 | Shares | Sole | 2024-08-14 | |
| 2023-12-31 | $3,836,156 | 185,098 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $822,081 | 37,989 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $9,819,081 | 472,810 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $15,364,870 | 744,422 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $18,422,733 | 1,018,534 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $18,122,766 | 1,134,268 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $17,035,510 | 1,238,721 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $3,172,709 | 192,548 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||