Position in IBKR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$37,856,118
+$13,076,447 QoQ
Shares Held
564,427
+46.5% QoQ
Ownership
0.127%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026SEI INVESTMENTS CO holds $1,074,720,686 across 37 Capital Markets names. IBKR ranks #6 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
1,410,293 | $232,091,918 | |
| 2 | SCHW |
Schwab Charles Corp
|
1,924,005 | $180,817,989 | |
| 3 | GS |
Goldman Sachs Group Inc
|
192,687 | $163,011,273 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
689,532 | $99,030,585 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
126,774 | $38,137,421 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
564,427 | $37,856,118 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
860,887 | $35,528,806 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
491,340 | $34,049,861 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,856,118 | 564,427 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $24,779,671 | 385,316 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $21,030,468 | 305,631 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $13,626,648 | 245,924 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,056,586 | 49,679 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,598,815 | 58,840 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,158,407 | 61,952 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,608,389 | 52,476 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,227,077 | 79,745 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,365,385 | 114,132 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,734,365 | 126,357 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,758,982 | 132,851 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,673,189 | 129,515 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,013,807 | 111,337 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,533,392 | 95,972 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,314,615 | 95,591 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,394,523 | 84,632 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,354,646 | 68,227 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,098,508 | 70,485 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,152,541 | 70,138 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,095,253 | 59,981 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $705,392 | 46,316 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $543,458 | 44,979 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $508,956 | 48,739 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $297,117 | 27,530 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||