RAYMOND JAMES FINANCIAL INC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 720005 ST. PETERSBURG, FL

Position in IBKR

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$147,550,033

+$28,461,950 QoQ

Shares Held

1,695,198

-4.5% QoQ

Ownership

0.374%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#45

of 1,105 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

RAYMOND JAMES FINANCIAL INC holds $2,467,431,687 across 38 Capital Markets names. IBKR ranks #6 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	829,659	$839,092,219
2	MS	Morgan Stanley	1,969,367	$411,676,476
3	SCHW	Schwab Charles Corp	3,083,888	$284,550,344
4	LPLA	LPL Financial Holdings Inc.	645,369	$181,787,537
5	HOOD	Robinhood Markets, Inc.	1,787,977	$179,298,332
6	IBKR	Interactive Brokers Group, Inc. This page	1,695,198	$147,550,033
7	PJT	PJT Partners Inc.	409,925	$61,874,077
8	HLI	Houlihan Lokey, Inc.	417,511	$56,000,749

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$147,550,033	1,695,198	-4.5%	Shares	Defined	2026-08-14
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	$98,575,724	595,300	-12.4%	Shares	Defined	2025-05-13
2024-12-31	$120,046,379	679,495	—	Shares	Defined	2025-04-23
No filing history on record for this holder in this stock.