Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,015,867
-$680,861 QoQ
Shares Held
44,966
-21.8% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 93.14815638482409.ToString("F0")%
Shared 0.ToString("F0")%
None 6.851843615175911.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026US BANCORP \DE\ holds $513,754,258 across 41 Capital Markets names. IBKR ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
2,289,327 | $215,150,950 | |
| 2 | GS |
Goldman Sachs Group Inc
|
171,624 | $145,192,185 | |
| 3 | MS |
Morgan Stanley
|
719,372 | $118,387,048 | |
| 4 | LPLA |
LPL Financial Holdings Inc.
|
18,839 | $5,667,335 | |
| 5 | SF |
Stifel Financial Corp
|
56,286 | $4,160,660 | |
| 6 | EVR |
Evercore Inc.
|
12,402 | $3,702,119 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
47,250 | $3,274,423 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
This page
|
44,966 | $3,015,867 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,015,867 | 44,966 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,696,728 | 57,483 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $4,309,499 | 62,629 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,463,510 | 62,507 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $679,662 | 16,418 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $801,373 | 18,144 | Shares | Defined | 2025-02-05 | |
| 2024-09-30 | $648,650 | 18,618 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $586,058 | 19,121 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $679,195 | 24,320 | Shares | Defined | 2024-05-08 | |
| 2023-12-31 | $596,050 | 28,760 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $633,596 | 29,279 | Shares | Defined | 2023-11-03 | |
| 2023-06-30 | $586,930 | 28,262 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $609,271 | 29,519 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $549,804 | 30,397 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $497,106 | 31,113 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $444,355 | 32,311 | Shares | Defined | 2022-08-01 | |
| 2022-03-31 | $559,706 | 33,968 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $790,804 | 39,829 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $596,000 | 38,242 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $652,336 | 39,698 | Shares | Defined | 2021-08-05 | |
| 2021-03-31 | $744,222 | 40,757 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $648,827 | 42,602 | Shares | Defined | 2021-02-04 | |
| 2020-09-30 | $536,330 | 44,389 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $464,377 | 44,470 | Shares | Defined | 2020-08-07 | |
| 2020-03-31 | $465,933 | 43,172 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||