Bank Julius Baer & Co. Ltd, Zurich
BankPosition in IBKR — Interactive Brokers Group, Inc.
CIK 1544599
ZURICH, V8
Position in IBKR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$13,347,758
+$5,257,775 QoQ
Shares Held
153,352
+27.1% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#196
of 1,105 holders
Holding Since
Mar 2021
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Bank Julius Baer & Co. Ltd, Zurich holds $345,573,271 across 8 Capital Markets names. IBKR ranks #3 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,743,171 | $160,842,388 | |
| 2 | MS |
Morgan Stanley
|
701,784 | $146,700,927 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
153,352 | $13,347,758 | |
| 4 | GS |
Goldman Sachs Group Inc
|
13,105 | $13,254,003 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
91,259 | $9,151,452 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
8,797 | $1,179,941 | |
| 7 | SNEX |
StoneX Group Inc.
|
13,704 | $1,082,616 | |
| 8 | MKTX |
Marketaxess Holdings Inc
|
125 | $14,186 |
All Filings in IBKR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,347,758 | 153,352 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $8,089,983 | 120,620 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,031,655 | 109,340 | Shares | Sole | 2026-02-05 | |
| 2021-03-31 | $212,327 | 2,907 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||