Position in IBKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$16,208,941
-$5,513,176 QoQ
Shares Held
241,672
-28.5% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Korea Investment CORP holds $497,340,956 across 11 Capital Markets names. IBKR ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
168,709 | $142,726,126 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,212,883 | $113,986,744 | |
| 3 | MS |
Morgan Stanley
|
618,143 | $101,727,793 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
661,978 | $45,875,075 | |
| 5 | FUTU |
Futu Holdings Ltd
|
316,006 | $43,216,980 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
241,672 | $16,208,941 | |
| 7 | TW |
Tradeweb Markets Inc.
|
109,620 | $12,897,889 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
31,213 | $9,389,806 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,208,941 | 241,672 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $21,722,117 | 337,772 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $18,755,679 | 272,572 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,370,899 | 151,072 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,077,864 | 50,193 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||