Evelyn Partners Investment Management LLP

Position in IBKR — Interactive Brokers Group, Inc.

CIK 2065206 London, X0

Position in IBKR

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

Position Value

$9,929,176

-$562,228 QoQ

Shares Held

148,042

-9.3% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Evelyn Partners Investment Management LLP holds $45,596,836 across 4 Capital Markets names. IBKR ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	39,470	$33,391,225
2	IBKR	Interactive Brokers Group, Inc. This page	148,042	$9,929,176
3	MS	Morgan Stanley	9,420	$1,550,249
4	JEF	Jefferies Financial Group Inc.	17,596	$726,186

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,929,176	148,042	-9.3%	Shares	Sole	2026-05-15
2025-12-31	$10,491,404	163,138	-10.1%	Shares	Sole	2026-02-13
2025-09-30	$12,492,524	181,551	+38.5%	Shares	Sole	2025-11-14
2025-06-30	$7,261,037	131,042	+327.9%	Shares	Sole	2025-11-26
2025-03-31	$5,071,028	30,624	+18.7%	Shares	Sole	2025-12-08
2024-12-31	$4,558,439	25,802	—	Shares	Sole	2025-12-11
No filing history on record for this holder in this stock.