Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$838,461,116
+$529,181,788 QoQ
Shares Held
12,501,284
+159.9% QoQ
Ownership
2.81%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 74.951940936627.ToString("F0")%
Shared 0.ToString("F0")%
None 25.048059063373014.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FMR LLC holds $17,058,417,014 across 46 Capital Markets names. IBKR ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
22,730,023 | $3,740,679,882 | |
| 2 | SCHW |
Schwab Charles Corp
|
35,688,169 | $3,353,974,119 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,341,232 | $2,826,648,856 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
18,057,391 | $1,251,377,194 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
12,501,284 | $838,461,116 | |
| 6 | SF |
Stifel Financial Corp
|
8,136,211 | $601,428,715 | |
| 7 | EVR |
Evercore Inc.
|
1,669,662 | $498,410,801 | |
| 8 | LAZ |
Lazard, Inc.
|
10,611,910 | $450,793,935 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $51,885,595 | 1,253,351 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $56,617,520 | 1,281,882 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $38,135,792 | 1,094,598 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $29,896,344 | 975,411 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $20,747,197 | 742,895 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $36,796,591 | 1,775,469 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $38,379,252 | 1,773,533 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,815,874 | 568,960 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,794,392 | 426,085 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $3,460,481 | 191,319 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,400,585 | 212,836 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $2,002,844 | 145,635 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $2,486,601 | 150,909 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $2,272,940 | 114,477 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $707,107 | 45,371 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $444,366 | 27,042 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $180,590 | 9,890 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $167,240 | 10,981 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $133,208 | 11,025 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $338,836 | 32,448 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $300,181 | 27,814 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||