Position in IBKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$450,955,332
-$27,563,537 QoQ
Shares Held
6,723,652
-9.6% QoQ
Ownership
1.51%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 77.01330720467199.ToString("F0")%
Shared 0.47334402097907824.ToString("F0")%
None 22.513348774348938.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $23,374,578,507 across 57 Capital Markets names. IBKR ranks #5 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
43,578,279 | $7,171,677,366 | |
| 2 | SCHW |
Schwab Charles Corp
|
73,848,142 | $6,940,248,373 | |
| 3 | GS |
Goldman Sachs Group Inc
|
7,215,462 | $6,104,208,689 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
14,268,817 | $988,829,011 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
6,723,652 | $450,955,332 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
790,730 | $237,875,300 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,008,818 | $236,357,519 | |
| 8 | FIGR |
Figure Technology Solutions, Inc.
|
5,506,637 | $186,950,322 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $450,955,332 | 6,723,652 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $478,518,869 | 7,440,816 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $622,761,870 | 9,050,456 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $562,322,723 | 10,148,398 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $128,196,293 | 3,096,716 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $176,156,325 | 3,988,370 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $139,955,129 | 4,017,082 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $122,774,790 | 4,005,703 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $103,409,046 | 3,702,768 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $28,725,446 | 1,386,029 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $6,330,411 | 292,533 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $7,675,310 | 369,583 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $5,500,764 | 266,510 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $3,503,419 | 193,693 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $2,909,612 | 182,107 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,567,067 | 186,662 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $2,647,240 | 160,658 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,389,627 | 120,354 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $1,847,163 | 118,522 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $2,166,409 | 131,837 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $3,495,162 | 191,411 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,336,887 | 87,780 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $1,458,900 | 120,745 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $1,190,537 | 114,009 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $603,234 | 55,894 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||