LORD, ABBETT & CO. LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 728100
JERSEY CITY, NJ
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$128,069,002
+$29,890,528 QoQ
Shares Held
1,471,381
+0.5% QoQ
Ownership
0.325%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#51
of 1,105 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026LORD, ABBETT & CO. LLC holds $1,043,423,656 across 13 Capital Markets names. IBKR ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,140,714 | $447,494,854 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,213,960 | $204,282,089 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,471,381 | $128,069,002 | |
| 4 | WULF |
Terawulf Inc.
|
2,291,387 | $56,597,258 | |
| 5 | SNEX |
StoneX Group Inc.
|
638,122 | $50,411,677 | |
| 6 | HUT |
Hut 8 Corp.
|
346,990 | $40,058,260 | |
| 7 | MIAX |
Miami International Holdings, Inc.
|
1,000,866 | $37,192,180 | |
| 8 | EVR |
Evercore Inc.
|
91,374 | $31,198,738 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $128,069,002 | 1,471,381 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $98,178,474 | 1,463,821 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,890,150 | 138,239 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,394,285 | 136,525 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,630,898 | 137,717 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,351,537 | 32,318 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $25,084,800 | 180,000 | Shares | Sole | 2024-12-13 | |
| No filing history on record for this holder in this stock. | ||||||