Sumitomo Mitsui DS Asset Management Company, Ltd

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1411530 TOKYO, M0

Position in IBKR

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$18,477,460

-$389,800 QoQ

Shares Held

212,287

-24.5% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#168

of 1,105 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sumitomo Mitsui DS Asset Management Company, Ltd holds $401,903,635 across 11 Capital Markets names. IBKR ranks #4 (4.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	287,819	$291,091,502
2	MS	Morgan Stanley	180,283	$37,686,358
3	SCHW	Schwab Charles Corp	235,706	$21,748,592
4	IBKR	Interactive Brokers Group, Inc. This page	212,287	$18,477,460
5	TW	Tradeweb Markets Inc.	143,825	$14,333,599
6	HOOD	Robinhood Markets, Inc.	111,983	$11,229,655
7	LPLA	LPL Financial Holdings Inc.	12,973	$3,654,234
8	IREN	IREN Ltd	37,069	$1,695,165

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,477,460	212,287	-24.5%	Shares	Sole	2026-07-22
2026-03-31	$18,867,260	281,307	-13.0%	Shares	Sole	2026-04-24
2025-12-31	$20,783,705	323,180	-0.1%	Shares	Sole	2026-02-03
2025-09-30	$22,271,182	323,662	+45.4%	Shares	Sole	2025-10-24
2025-06-30	$12,330,165	222,526	+294.6%	Shares	Sole	2025-07-10
2025-03-31	$9,338,779	56,397	+30.7%	Shares	Sole	2025-04-28
2024-12-31	$7,621,013	43,137	+70.7%	Shares	Sole	2025-01-28
2024-09-30	$3,520,930	25,265	—	Shares	Sole	2024-10-17
No filing history on record for this holder in this stock.