Position in IBKR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$43,551,634
+$2,243,586 QoQ
Shares Held
649,346
+1.1% QoQ
Ownership
0.146%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.9003489664986.ToString("F0")%
Shared 0.04450631866524164.ToString("F0")%
None 2.0551447148361586.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,114,647,342 across 34 Capital Markets names. IBKR ranks #6 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SF |
Stifel Financial Corp
|
3,775,258 | $279,067,070 | |
| 2 | MS |
Morgan Stanley
|
1,638,520 | $269,651,232 | |
| 3 | GS |
Goldman Sachs Group Inc
|
317,678 | $268,752,409 | |
| 4 | SCHW |
Schwab Charles Corp
|
1,139,404 | $107,081,184 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
164,557 | $49,503,678 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
649,346 | $43,551,634 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
197,234 | $13,668,314 | |
| 8 | EVR |
Evercore Inc.
|
34,308 | $10,241,280 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,551,634 | 649,346 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $41,308,048 | 642,327 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $45,779,978 | 665,310 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $34,322,116 | 619,421 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,658,991 | 160,855 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $7,245,323 | 164,042 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,896,563 | 169,247 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,889,623 | 159,531 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,928,756 | 176,484 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,963,904 | 191,262 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,175,219 | 192,940 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,972,090 | 239,417 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,953,702 | 240,005 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,013,764 | 277,195 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $3,936,982 | 246,408 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,429,390 | 249,365 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,166,762 | 252,876 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $5,312,641 | 267,572 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,945,684 | 253,172 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,030,906 | 245,301 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,268,584 | 233,767 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $2,424,203 | 159,173 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,761,724 | 145,808 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,453,960 | 139,235 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,297,905 | 120,260 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||