Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$58,278,676
+$10,378,356 QoQ
Shares Held
669,562
-6.2% QoQ
Ownership
0.148%
of shares outstanding
% of Portfolio
1.85%
of 13F equity value
Holder Rank
#94
of 1,105 holders
Holding Since
Sep 2025
4 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, 2026Blue Whale Capital LLP holds $89,871,739 across 2 Capital Markets names. IBKR ranks #1 (64.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
669,562 | $58,278,676 | |
| 2 | SCHW |
Schwab Charles Corp
|
342,398 | $31,593,063 |
All Filings in IBKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,278,676 | 669,562 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $47,900,320 | 714,184 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $36,918,055 | 574,064 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,715,266 | 315,583 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||