Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,600,925
+$469,646 QoQ
Shares Held
29,882
-6.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 1,109 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026M&T Bank Corp holds $233,961,194 across 26 Capital Markets names. IBKR ranks #5 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
786,515 | $164,413,087 | |
| 2 | GS |
Goldman Sachs Group Inc
|
29,511 | $29,846,537 | |
| 3 | SCHW |
Schwab Charles Corp
|
191,686 | $17,686,862 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
52,432 | $5,257,877 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
29,882 | $2,600,925 | |
| 6 | BGC |
BGC Group, Inc.
|
185,795 | $1,986,147 | |
| 7 | LAZ |
Lazard, Inc.
|
41,592 | $1,744,365 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
4,831 | $1,360,792 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,600,925 | 29,882 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $2,131,279 | 31,777 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,910,132 | 29,702 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $1,522,899 | 22,132 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,537,513 | 27,748 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,243,578 | 7,510 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $2,188,935 | 12,390 | Shares | Defined | 2025-02-06 | |
| 2024-09-30 | $1,575,043 | 11,302 | Shares | Defined | 2024-11-19 | |
| 2024-06-30 | $1,407,199 | 11,478 | Shares | Defined | 2024-07-31 | |
| 2024-03-31 | $2,054,453 | 18,391 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $2,133,096 | 25,731 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $2,310,974 | 26,698 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $2,372,807 | 28,564 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,628,128 | 31,833 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $1,685,027 | 23,290 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,249,373 | 19,549 | Shares | Defined | 2022-11-17 | |
| 2022-06-30 | $1,116,535 | 20,297 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,252,682 | 19,006 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $1,922,597 | 24,208 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $1,541,354 | 24,725 | Shares | Defined | 2021-10-28 | |
| 2021-06-30 | $1,633,192 | 24,847 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,058,922 | 28,189 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $1,725,436 | 28,323 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,367,495 | 28,295 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,670,964 | 40,004 | Shares | Defined | 2020-07-29 | |
| 2020-03-31 | $969,250 | 22,452 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||