LORD, ABBETT & CO. LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 728100
JERSEY CITY, NJ
Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$98,178,474
+$89,288,324 QoQ
Shares Held
1,463,821
+958.9% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026LORD, ABBETT & CO. LLC holds $1,032,913,033 across 14 Capital Markets names. IBKR ranks #3 (9.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
2,150,577 | $353,920,456 | |
| 2 | SCHW |
Schwab Charles Corp
|
3,309,211 | $310,999,649 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,463,821 | $98,178,474 | |
| 4 | CRCL |
Circle Internet Group, Inc.
|
985,107 | $93,989,058 | |
| 5 | SNEX |
StoneX Group Inc.
|
431,569 | $34,806,039 | |
| 6 | MIAX |
Miami International Holdings, Inc.
|
860,687 | $33,497,938 | |
| 7 | WULF |
Terawulf Inc.
|
2,188,848 | $31,585,076 | |
| 8 | EVR |
Evercore Inc.
|
91,902 | $27,433,666 |
All Filings in IBKR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $1,337,884 | 32,318 | Shares | Sole | 2025-05-13 | |
| 2024-09-30 | $6,271,200 | 180,000 | Shares | Sole | 2024-12-13 | |
| No filing history on record for this holder in this stock. | ||||||