Baird Financial Group, Inc.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1648711 MILWAUKEE, WI

Position in IBKR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,403,936

-$2,934,521 QoQ

Shares Held

50,752

-48.5% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2024

9 quarters on record

Voting authority Sole 99.68474148802018.ToString("F0")% Shared 0.ToString("F0")% None 0.31525851197982346.ToString("F0")%

Financial Services · as of Mar 31, 2026

Baird Financial Group, Inc. holds $958,136,436 across 17 Capital Markets names. IBKR ranks #6 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	8,445,361	$793,695,025
2	GS	Goldman Sachs Group Inc	107,170	$90,664,747
3	MS	Morgan Stanley	311,463	$51,257,465
4	HOOD	Robinhood Markets, Inc.	53,489	$3,706,787
5	CRCL	Circle Internet Group, Inc.	36,581	$3,490,193
6	IBKR	Interactive Brokers Group, Inc. This page	50,752	$3,403,936
7	HLI	Houlihan Lokey, Inc.	19,789	$2,842,095
8	LPLA	LPL Financial Holdings Inc.	7,220	$2,171,992

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$211,127	5,100	-27.3%	Shares	Defined	2025-05-15
2024-12-31	$309,702	7,012	-5.6%	Shares	Defined	2025-02-14
2024-09-30	$258,861	7,430	+0.5%	Shares	Defined	2024-11-14
2024-06-30	$226,595	7,393	+0.5%	Shares	Defined	2024-08-14
2024-03-31	$205,350	7,353	—	Shares	Defined	2024-05-14
No filing history on record for this holder in this stock.