Corient Private Wealth LLC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 1948780 MIAMI, FL

Position in IBKR

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$23,572,172

+$15,637,658 QoQ

Shares Held

270,820

+128.9% QoQ

Ownership

0.060%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 27% Shared 1% None 72%

Financial Services · as of Jun 30, 2026

Corient Private Wealth LLC holds $602,142,358 across 35 Capital Markets names. IBKR ranks #4 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,528,373	$319,491,091
2	GS	Goldman Sachs Group Inc	134,486	$136,015,105
3	SCHW	Schwab Charles Corp	682,541	$62,978,057
4	IBKR	Interactive Brokers Group, Inc. This page	270,820	$23,572,172
5	EVR	Evercore Inc.	40,698	$13,895,924
6	LPLA	LPL Financial Holdings Inc.	30,811	$8,678,842
7	HOOD	Robinhood Markets, Inc.	64,547	$6,472,772
8	HLI	Houlihan Lokey, Inc.	31,871	$4,274,857

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,572,172	270,820	+128.9%	Shares	Sole	2026-08-27
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	$2,485,174	15,008	+70.5%	Shares	Sole	2025-05-14
2024-12-31	$1,554,696	8,800	+14.8%	Shares	Sole	2025-02-10
2024-09-30	$1,068,612	7,668	+36.0%	Shares	Sole	2024-11-12
2024-06-30	$691,218	5,638	+3.4%	Shares	Sole	2024-08-13
2024-03-31	$608,931	5,451	+1.8%	Shares	Sole	2024-05-09
2023-12-31	$443,929	5,355	-0.3%	Shares	Sole	2024-02-09
2023-09-30	$464,913	5,371	—	Shares	Sole	2023-11-03
No filing history on record for this holder in this stock.