WELLS FARGO & COMPANY/MN
Position in IBKR — Interactive Brokers Group, Inc.
CIK 72971
SAN FRANCISCO, CA
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$197,889,180
+$4,111,813 QoQ
Shares Held
2,273,543
-21.3% QoQ
Ownership
0.502%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#38
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $3,661,176,885 across 55 Capital Markets names. IBKR ranks #4 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,532,973 | $1,550,402,899 | |
| 2 | MS |
Morgan Stanley
|
4,469,936 | $934,395,418 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,189,572 | $294,301,805 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,273,543 | $197,889,180 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
1,189,360 | $119,269,018 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
387,223 | $109,072,972 | |
| 7 | MC |
Moelis & Co
|
930,431 | $60,868,795 | |
| 8 | IREN |
IREN Ltd
|
1,290,811 | $59,028,785 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,889,180 | 2,273,543 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $193,777,367 | 2,889,181 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $201,298,208 | 3,130,123 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $224,268,165 | 3,259,238 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $189,944,203 | 3,427,977 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $144,024,881 | 869,768 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $167,452,418 | 947,826 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $139,771,110 | 1,002,950 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $101,203,234 | 825,475 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $102,645,513 | 918,857 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $80,302,659 | 968,669 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $82,710,156 | 955,524 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $87,228,566 | 1,050,061 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $85,090,627 | 1,030,652 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $73,483,288 | 1,015,664 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $65,627,387 | 1,026,872 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $57,313,816 | 1,041,880 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $71,368,796 | 1,082,822 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $70,955,335 | 893,419 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $51,123,537 | 820,076 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $52,771,789 | 802,857 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $83,542,639 | 1,143,793 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $53,987,241 | 886,199 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $42,345,101 | 876,166 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $35,922,909 | 860,017 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $32,199,119 | 745,868 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||