Baird Financial Group, Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1648711 MILWAUKEE, WI

Position in IBKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$4,381,331

+$977,395 QoQ

Shares Held

50,337

-0.8% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#338

of 1,105 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Baird Financial Group, Inc. holds $1,011,763,729 across 19 Capital Markets names. IBKR ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	8,722,348	$804,811,049
2	GS	Goldman Sachs Group Inc	110,233	$111,486,347
3	MS	Morgan Stanley	327,172	$68,392,034
4	HOOD	Robinhood Markets, Inc.	78,396	$7,861,550
5	IBKR	Interactive Brokers Group, Inc. This page	50,337	$4,381,331
6	HLI	Houlihan Lokey, Inc.	20,327	$2,726,460
7	CRCL	Circle Internet Group, Inc.	36,253	$2,270,525
8	LPLA	LPL Financial Holdings Inc.	6,767	$1,906,128

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,381,331	50,337	-0.8%	Shares	Defined	2026-08-12
2026-03-31	$3,403,936	50,752	-48.5%	Shares	Defined	2026-05-14
2025-12-31	$6,338,457	98,561	-4.5%	Shares	Defined	2026-02-13
2025-09-30	$7,101,191	103,200	-5.5%	Shares	Defined	2025-11-13
2025-06-30	$6,051,159	109,207	+2041.3%	Shares	Defined	2025-08-13
2025-03-31	$844,509	5,100	-27.3%	Shares	Defined	2025-05-15
2024-12-31	$1,238,810	7,012	-5.6%	Shares	Defined	2025-02-14
2024-09-30	$1,035,444	7,430	+0.5%	Shares	Defined	2024-11-14
2024-06-30	$906,381	7,393	+0.5%	Shares	Defined	2024-08-14
2024-03-31	$821,403	7,353	—	Shares	Defined	2024-05-14
No filing history on record for this holder in this stock.