Position in IBKR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,029,522,261
+$191,061,145 QoQ
Shares Held
11,828,151
-5.4% QoQ
Ownership
2.61%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#4
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026FMR LLC holds $22,562,218,133 across 49 Capital Markets names. IBKR ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
24,903,987 | $5,205,929,440 | |
| 2 | SCHW |
Schwab Charles Corp
|
44,265,455 | $4,084,373,529 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,866,640 | $3,910,603,694 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
29,907,700 | $2,999,144,154 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
11,828,151 | $1,029,522,261 | |
| 6 | SF |
Stifel Financial Corp
|
8,534,782 | $595,471,737 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
19,645,295 | $537,888,175 | |
| 8 | LAZ |
Lazard, Inc.
|
11,152,391 | $467,731,275 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,029,522,261 | 11,828,151 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $838,461,116 | 12,501,284 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $309,279,328 | 4,809,195 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $428,581,981 | 6,228,484 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $369,894,272 | 6,675,587 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $207,542,389 | 1,253,351 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $226,470,091 | 1,281,882 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $152,543,173 | 1,094,598 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $119,585,386 | 975,411 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $82,988,797 | 742,895 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $147,186,377 | 1,775,469 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $153,517,014 | 1,773,533 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $47,263,504 | 568,960 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $35,177,575 | 426,085 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $13,841,928 | 191,319 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,602,346 | 212,836 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $8,011,380 | 145,635 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $9,946,411 | 150,909 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $9,091,762 | 114,477 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,828,428 | 45,371 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $1,777,470 | 27,042 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $722,364 | 9,890 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $668,961 | 10,981 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $532,837 | 11,025 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,355,351 | 32,448 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $1,200,728 | 27,814 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||