Bank of New York Mellon Corp
BankPosition in IBKR — Interactive Brokers Group, Inc.
CIK 1390777
NEW YORK, NY
Position in IBKR
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$153,074,588
-$9,671,120 QoQ
Shares Held
2,282,311
-9.8% QoQ
Ownership
0.512%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 86.50389889896688.ToString("F0")%
Shared 0.033299580994877565.ToString("F0")%
None 13.462801520038242.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Bank of New York Mellon Corp holds $6,679,724,572 across 47 Capital Markets names. IBKR ranks #5 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,632,139 | $2,226,763,259 | |
| 2 | MS |
Morgan Stanley
|
9,794,288 | $1,611,845,965 | |
| 3 | SCHW |
Schwab Charles Corp
|
16,162,082 | $1,518,912,454 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,733,284 | $258,716,573 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,282,311 | $153,074,588 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
383,839 | $115,470,277 | |
| 7 | SF |
Stifel Financial Corp
|
1,367,474 | $101,083,672 | |
| 8 | EVR |
Evercore Inc.
|
319,237 | $95,295,430 |
All Filings in IBKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $153,074,588 | 2,282,311 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $162,745,708 | 2,530,644 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $170,734,323 | 2,481,243 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $179,176,595 | 3,233,651 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $36,651,103 | 885,346 | Shares | Other | 2025-04-29 | |
| 2024-12-31 | $33,233,035 | 752,432 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $29,244,342 | 839,390 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $28,451,380 | 928,267 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $27,372,854 | 980,140 | Shares | Other | 2024-04-25 | |
| 2023-12-31 | $20,020,884 | 966,026 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $21,328,055 | 985,585 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $20,232,773 | 974,252 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $20,220,446 | 979,673 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $17,352,800 | 959,381 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $14,500,822 | 907,578 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $11,103,447 | 807,377 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $13,272,737 | 805,507 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $15,841,208 | 797,845 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $12,661,356 | 812,407 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $12,582,589 | 765,714 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $13,675,220 | 748,917 | Shares | Defined | 2021-05-13 | |
| 2020-09-30 | $8,976,279 | 742,916 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $7,896,814 | 756,219 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $8,770,488 | 812,647 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||