NEUBERGER BERMAN GROUP LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1465109
NEW YORK, NY
Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$250,375,528
-$46,526,248 QoQ
Shares Held
3,733,048
-19.1% QoQ
Ownership
0.838%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 87.31114628046572.ToString("F0")%
Shared 0.ToString("F0")%
None 12.68885371953428.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $1,848,053,435 across 35 Capital Markets names. IBKR ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,383,354 | $392,228,566 | |
| 2 | GS |
Goldman Sachs Group Inc
|
354,334 | $299,763,020 | |
| 3 | SCHW |
Schwab Charles Corp
|
2,737,546 | $257,274,572 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,733,048 | $250,375,528 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,663,244 | $184,562,809 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
966,029 | $159,375,463 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
610,943 | $87,743,633 | |
| 8 | TW |
Tradeweb Markets Inc.
|
632,790 | $74,454,071 |
All Filings in IBKR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $250,375,528 | 3,733,048 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $296,901,776 | 4,616,728 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $333,077,075 | 4,840,533 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $270,166,803 | 4,875,777 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $50,514,554 | 1,220,232 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $50,515,649 | 1,143,729 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $40,512,473 | 1,162,815 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $37,730,578 | 1,231,014 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $34,899,655 | 1,249,652 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $25,294,343 | 1,220,475 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $16,988,957 | 785,072 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,430,305 | 261,481 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $5,424,872 | 262,833 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $534,937 | 29,575 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $489,310 | 30,625 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $412,106 | 29,966 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $547,151 | 33,206 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $604,147 | 30,428 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $465,243 | 29,852 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $403,729 | 24,569 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $433,857 | 23,760 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $381,419 | 25,044 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $310,386 | 25,689 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $270,729 | 25,085 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||