Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$101,435,995
+$7,536,644 QoQ
Shares Held
1,512,390
+3.6% QoQ
Ownership
0.339%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 93.85958648232268.ToString("F0")%
Shared 0.ToString("F0")%
None 6.1404135176773185.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026FIL Ltd holds $663,453,752 across 12 Capital Markets names. IBKR ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,498,694 | $246,640,070 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,512,390 | $101,435,995 | |
| 3 | TW |
Tradeweb Markets Inc.
|
787,555 | $92,663,720 | |
| 4 | SCHW |
Schwab Charles Corp
|
738,461 | $69,400,564 | |
| 5 | FUTU |
Futu Holdings Ltd
|
457,256 | $62,534,329 | |
| 6 | GS |
Goldman Sachs Group Inc
|
38,151 | $32,275,364 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
410,126 | $28,421,731 | |
| 8 | XP |
XP Inc.
|
1,126,335 | $21,445,418 |
All Filings in IBKR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $101,435,995 | 1,512,390 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $93,899,351 | 1,460,105 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $99,751,585 | 1,449,667 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $73,354,473 | 1,323,849 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,624,289 | 329,109 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $16,305,757 | 369,180 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $17,368,645 | 498,526 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,692,432 | 511,988 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $29,623,843 | 1,060,741 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $25,109,207 | 1,211,542 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $35,361,945 | 1,634,101 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,876,504 | 1,053,401 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $22,399,476 | 1,085,246 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $19,983,032 | 1,104,798 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||