Corient Private Wealth LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1948780 MIAMI, FL

Position in IBKR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$7,934,514

+$2,218,256 QoQ

Shares Held

118,302

+33.1% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 84.16143905789303.ToString("F0")% Shared 3.031575631906349.ToString("F0")% None 12.806985310200616.ToString("F0")%

Financial Services · as of Mar 31, 2026

Corient Private Wealth LLC holds $562,985,352 across 33 Capital Markets names. IBKR ranks #6 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,685,994	$277,464,031
2	GS	Goldman Sachs Group Inc	169,542	$143,430,835
3	SCHW	Schwab Charles Corp	805,140	$75,667,057
4	EVR	Evercore Inc.	43,669	$13,035,632
5	LPLA	LPL Financial Holdings Inc.	32,562	$9,795,625
6	IBKR	Interactive Brokers Group, Inc. This page	118,302	$7,934,514
7	HOOD	Robinhood Markets, Inc.	79,474	$5,507,547
8	HLI	Houlihan Lokey, Inc.	33,604	$4,826,206

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,934,514	118,302	+33.1%	Shares	Other	2026-05-15
2025-12-31	$5,716,258	88,886	+19.3%	Shares	Sole	2026-03-09
2025-09-30	$5,126,893	74,508	+3.9%	Shares	Other	2025-11-14
2025-06-30	$3,974,226	71,724	+377.9%	Shares	Sole	2025-09-26
2025-03-31	$621,293	15,008	+70.5%	Shares	Sole	2025-05-14
2024-12-31	$388,674	8,800	+14.8%	Shares	Sole	2025-02-10
2024-09-30	$267,153	7,668	+36.0%	Shares	Sole	2024-11-12
2024-06-30	$172,804	5,638	+3.4%	Shares	Sole	2024-08-13
2024-03-31	$152,232	5,451	+1.8%	Shares	Sole	2024-05-09
2023-12-31	$110,982	5,355	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$116,228	5,371	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.