STIFEL FINANCIAL CORP

Position in IBKR — Interactive Brokers Group, Inc.

CIK 720672 ST. LOUIS, MO

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Position in IBKR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$54,731,794

+$11,180,160 QoQ

Shares Held

628,812

-3.2% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#99

of 1,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

STIFEL FINANCIAL CORP holds $1,258,529,030 across 34 Capital Markets names. IBKR ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley	1,652,591	$345,457,619
2	GS	Goldman Sachs Group Inc	323,806	$327,487,671
3	SF	Stifel Financial Corp	3,886,981	$271,194,663
4	SCHW	Schwab Charles Corp	1,104,683	$101,929,097
5	IBKR	Interactive Brokers Group, Inc. This page	628,812	$54,731,794
6	LPLA	LPL Financial Holdings Inc.	162,530	$45,781,447
7	HOOD	Robinhood Markets, Inc.	207,821	$20,840,288
8	CLSK	Cleanspark, Inc.	839,123	$12,209,239

All Filings in IBKR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$54,731,794	628,812	-3.2%	Shares	Defined	2026-08-12
2026-03-31	$43,551,634	649,346	+1.1%	Shares	Defined	2026-05-12
2025-12-31	$41,308,048	642,327	-3.5%	Shares	Defined	2026-02-13
2025-09-30	$45,779,978	665,310	+7.4%	Shares	Defined	2025-11-12
2025-06-30	$34,322,116	619,421	+285.1%	Shares	Defined	2025-08-14
2025-03-31	$26,635,976	160,855	-1.9%	Shares	Defined	2025-05-14
2024-12-31	$28,981,297	164,042	-3.1%	Shares	Defined	2025-02-13
2024-09-30	$23,586,259	169,247	+6.1%	Shares	Defined	2024-11-14
2024-06-30	$19,558,499	159,531	-9.6%	Shares	Defined	2024-08-13
2024-03-31	$19,715,026	176,484	-7.7%	Shares	Defined	2024-05-14
2023-12-31	$15,855,619	191,262	-0.9%	Shares	Defined	2024-02-12
2023-09-30	$16,700,884	192,940	-19.4%	Shares	Defined	2023-11-13
2023-06-30	$19,888,368	239,417	-0.2%	Shares	Defined	2023-08-14
2023-03-31	$19,814,811	240,005	-13.4%	Shares	Defined	2023-05-12
2022-12-31	$20,055,057	277,195	+12.5%	Shares	Defined	2023-02-13
2022-09-30	$15,747,934	246,408	-1.2%	Shares	Defined	2022-11-14
2022-06-30	$13,717,567	249,365	-1.4%	Shares	Defined	2022-08-15
2022-03-31	$16,667,055	252,876	-5.5%	Shares	Defined	2022-05-13
2021-12-31	$21,250,567	267,572	+5.7%	Shares	Defined	2022-02-14
2021-09-30	$15,782,741	253,172	+3.2%	Shares	Defined	2021-11-15
2021-06-30	$16,123,633	245,301	+4.9%	Shares	Defined	2021-08-13
2021-03-31	$17,074,340	233,767	+46.9%	Shares	Defined	2021-05-14
2020-12-31	$9,696,818	159,173	+9.2%	Shares	Defined	2021-02-12
2020-09-30	$7,046,899	145,808	+4.7%	Shares	Defined	2020-11-16
2020-06-30	$5,815,844	139,235	+15.8%	Shares	Defined	2020-08-14
2020-03-31	$5,191,622	120,260	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.