RAYMOND JAMES FINANCIAL INC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 720005 ST. PETERSBURG, FL

Position in IBKR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$119,088,083

-$4,342,163 QoQ

Shares Held

1,775,579

-7.5% QoQ

Ownership

0.399%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0.6591652638378804.ToString("F0")% Shared 0.ToString("F0")% None 99.34083473616212.ToString("F0")%

Financial Services · as of Mar 31, 2026

RAYMOND JAMES FINANCIAL INC holds $2,181,419,138 across 34 Capital Markets names. IBKR ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	892,726	$755,237,265
2	MS	Morgan Stanley	1,969,551	$324,129,005
3	SCHW	Schwab Charles Corp	2,732,183	$256,770,556
4	LPLA	LPL Financial Holdings Inc.	666,069	$200,373,533
5	IBKR	Interactive Brokers Group, Inc. This page	1,775,579	$119,088,083
6	HLI	Houlihan Lokey, Inc.	701,587	$100,761,924
7	HOOD	Robinhood Markets, Inc.	1,453,969	$100,760,050
8	PJT	PJT Partners Inc.	423,018	$59,104,072

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$119,088,083	1,775,579	-7.5%	Shares	Defined	2026-05-14
2025-12-31	$123,430,246	1,919,301	-10.5%	Shares	Defined	2026-02-18
2025-09-30	$147,588,091	2,144,864	+4.1%	Shares	Defined	2025-11-14
2025-06-30	$114,166,984	2,060,404	+246.1%	Shares	Defined	2025-08-14
2025-03-31	$24,643,929	595,300	-12.4%	Shares	Defined	2025-05-13
2024-12-31	$30,011,594	679,495	—	Shares	Defined	2025-04-23
No filing history on record for this holder in this stock.