Rockefeller Capital Management L.P.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 1739439
NEW YORK, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,328,664
+$100,480 QoQ
Shares Held
15,265
-16.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#523
of 1,105 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rockefeller Capital Management L.P. holds $538,092,195 across 42 Capital Markets names. IBKR ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
206,151 | $208,494,934 | |
| 2 | MS |
Morgan Stanley
|
427,632 | $89,392,191 | |
| 3 | EVR |
Evercore Inc.
|
170,140 | $58,092,599 | |
| 4 | SNEX |
StoneX Group Inc.
|
718,330 | $56,748,108 | |
| 5 | SCHW |
Schwab Charles Corp
|
319,236 | $29,455,903 | |
| 6 | PJT |
PJT Partners Inc.
|
130,859 | $19,751,854 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
287,407 | $18,000,299 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
141,159 | $14,155,423 |
All Filings in IBKR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,328,664 | 15,265 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,228,184 | 18,312 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $592,385 | 8,609 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $807,434 | 14,572 | Shares | Defined | 2025-08-08 | |
| 2024-12-31 | $2,306,249 | 13,054 | Shares | Defined | 2025-02-13 | |
| 2023-09-30 | $3,929,131 | 45,392 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $9,366,224 | 112,751 | Shares | Defined | 2023-08-14 | |
| 2022-12-31 | $28,578 | 395 | Shares | Defined | 2023-03-06 | |
| 2022-09-30 | $62,503 | 978 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $55,559 | 1,010 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $37,370 | 567 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $51,384 | 647 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $53,113 | 852 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,562 | 39 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $1,972 | 27 | Shares | Defined | 2021-05-11 | |
| 2020-12-31 | $3,350 | 55 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $918 | 19 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $793 | 19 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $129 | 3 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||