WELLS FARGO & COMPANY/MN
Position in IBKR — Interactive Brokers Group, Inc.
CIK 72971
SAN FRANCISCO, CA
Position in IBKR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$193,777,367
-$7,520,841 QoQ
Shares Held
2,889,181
-7.7% QoQ
Ownership
0.649%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.13448863189949.ToString("F0")%
Shared 0.ToString("F0")%
None 1.86551136810051.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $3,084,678,997 across 53 Capital Markets names. IBKR ranks #4 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,459,965 | $1,235,115,787 | |
| 2 | MS |
Morgan Stanley
|
4,331,016 | $712,755,300 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,575,897 | $336,062,798 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,889,181 | $193,777,367 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
2,561,107 | $177,484,712 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
420,689 | $126,555,870 | |
| 7 | MC |
Moelis & Co
|
927,731 | $52,880,667 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
346,367 | $49,745,227 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $36,006,219 | 869,768 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $41,863,103 | 947,826 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $34,942,776 | 1,002,950 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $25,300,806 | 825,475 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $25,661,377 | 918,857 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $20,075,664 | 968,669 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $20,677,538 | 955,524 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $21,807,140 | 1,050,061 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $21,272,656 | 1,030,652 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $18,370,821 | 1,015,664 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $16,406,845 | 1,026,872 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $14,328,452 | 1,041,880 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $17,842,198 | 1,082,822 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,738,831 | 893,419 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,780,883 | 820,076 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,192,946 | 802,857 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $20,885,658 | 1,143,793 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $13,496,808 | 886,199 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $10,586,273 | 876,166 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $8,980,726 | 860,017 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $8,049,779 | 745,868 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||