INVESTMENT HOUSE LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1566030
REDONDO BEACH, CA
Position in IBKR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,602,496
+$471,347 QoQ
Shares Held
29,900
-5.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#413
of 1,105 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 64%
Shared 0%
None 36%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026INVESTMENT HOUSE LLC holds $11,506,079 across 7 Capital Markets names. IBKR ranks #2 (22.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIGR |
Figure Technology Solutions, Inc.
|
197,255 | $6,057,701 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
29,900 | $2,602,496 | |
| 3 | GS |
Goldman Sachs Group Inc
|
1,316 | $1,330,962 | |
| 4 | XP |
XP Inc.
|
38,625 | $628,042 | |
| 5 | MS |
Morgan Stanley
|
1,700 | $355,368 | |
| 6 | EVR |
Evercore Inc.
|
850 | $290,224 | |
| 7 | SCHW |
Schwab Charles Corp
|
2,615 | $241,286 |
All Filings in IBKR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,602,496 | 29,900 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,131,149 | 31,775 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $4,174,555 | 64,913 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,244,613 | 61,686 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $331,180 | 2,000 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||