Position in IBKR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$238,891,665
+$12,588,122 QoQ
Shares Held
3,561,826
+1.2% QoQ
Ownership
0.800%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.40983248479853.ToString("F0")%
Shared 1.5901675152014725.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, 2026NORTHERN TRUST CORP holds $8,264,291,076 across 58 Capital Markets names. IBKR ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,156,087 | $2,670,018,035 | |
| 2 | MS |
Morgan Stanley
|
12,818,061 | $2,109,468,294 | |
| 3 | SCHW |
Schwab Charles Corp
|
16,360,776 | $1,537,585,724 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,281,478 | $435,306,421 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,561,826 | $238,891,665 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
525,446 | $158,069,915 | |
| 7 | SF |
Stifel Financial Corp
|
1,529,587 | $113,067,069 | |
| 8 | EVR |
Evercore Inc.
|
357,164 | $106,617,024 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,891,665 | 3,561,826 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $226,303,543 | 3,518,948 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $244,965,178 | 3,560,023 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $204,342,712 | 3,687,831 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $39,442,375 | 952,772 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $38,712,325 | 876,489 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $26,617,375 | 763,989 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $23,709,030 | 773,541 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $19,035,885 | 681,618 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $15,859,742 | 765,247 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $15,877,157 | 733,695 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $15,129,786 | 728,532 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $15,143,009 | 733,673 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $13,190,218 | 729,245 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $11,639,431 | 728,489 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,085,643 | 660,654 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $10,755,554 | 652,742 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $13,115,258 | 660,552 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $10,525,874 | 675,385 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,770,844 | 655,460 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,875,023 | 650,330 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $9,198,355 | 603,963 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $7,150,819 | 591,833 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,272,786 | 600,698 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $6,610,295 | 612,490 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||