Harbor Advisors LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1687156
West Palm Beach, FL
Position in IBKR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$16,261,857
+$3,731,035 QoQ
Shares Held
186,832
0.0% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#14
of 297 holders
Holding Since
Mar 2020
26 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, 2026Harbor Advisors LLC holds $34,715,421 across 9 Capital Markets names. IBKR ranks #1 (46.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
186,832 | $16,261,857 | |
| 2 | PJT |
PJT Partners Inc.
|
41,519 | $6,266,877 | |
| 3 | EVR |
Evercore Inc.
|
15,000 | $5,121,600 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
25,000 | $3,353,250 | |
| 5 | MS |
Morgan Stanley
|
6,608 | $1,381,336 | |
| 6 | MC |
Moelis & Co
|
14,800 | $968,216 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
15,000 | $749,700 | |
| 8 | GS |
Goldman Sachs Group Inc
|
500 | $505,685 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,261,857 | 186,832 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $12,530,822 | 186,832 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $12,015,165 | 186,832 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $12,855,909 | 186,832 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $10,352,361 | 186,832 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,734,377 | 46,708 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,251,902 | 46,708 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,509,226 | 46,708 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,726,400 | 46,708 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,050,185 | 45,208 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $4,108,358 | 49,558 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,289,740 | 49,558 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,116,783 | 49,558 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $4,091,508 | 49,558 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $3,585,521 | 49,558 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,167,251 | 49,558 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,726,185 | 49,558 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $3,266,367 | 49,558 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,935,896 | 49,558 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,089,445 | 49,558 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $3,257,447 | 49,558 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $3,619,716 | 49,558 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $3,019,073 | 49,558 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,395,138 | 49,558 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,070,037 | 49,558 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $2,139,418 | 49,558 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||