NEUBERGER BERMAN GROUP LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1465109
NEW YORK, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$400,552,944
+$150,177,416 QoQ
Shares Held
4,601,941
+23.3% QoQ
Ownership
1.02%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#22
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,323,492,367 across 34 Capital Markets names. IBKR ranks #2 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,597,715 | $543,026,342 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
4,601,941 | $400,552,944 | |
| 3 | GS |
Goldman Sachs Group Inc
|
368,372 | $372,560,389 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
2,880,809 | $288,887,526 | |
| 5 | SCHW |
Schwab Charles Corp
|
2,557,515 | $235,981,908 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
1,229,929 | $139,584,641 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
992,787 | $133,162,520 | |
| 8 | TW |
Tradeweb Markets Inc.
|
455,906 | $45,435,591 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,552,944 | 4,601,941 | Shares | Defined | 2026-08-13 | |
| 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 | $202,058,216 | 1,220,232 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $202,062,601 | 1,143,729 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $162,049,897 | 1,162,815 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $150,922,315 | 1,231,014 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $139,598,624 | 1,249,652 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $101,177,377 | 1,220,475 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $67,955,831 | 785,072 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,721,226 | 261,481 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $21,699,492 | 262,833 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $2,139,750 | 29,575 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,957,243 | 30,625 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,648,429 | 29,966 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,188,607 | 33,206 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $2,416,591 | 30,428 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,860,973 | 29,852 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,614,919 | 24,569 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,735,430 | 23,760 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $1,525,679 | 25,044 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $1,241,548 | 25,689 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,077,958 | 25,807 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $1,082,919 | 25,085 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||