Position in IBKR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$168,112,361
+$32,806,116 QoQ
Shares Held
2,506,521
+19.1% QoQ
Ownership
0.563%
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 93.49768064979308.ToString("F0")%
Shared 0.ToString("F0")%
None 6.502319350206919.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Legal & General Group Plc holds $4,956,360,710 across 42 Capital Markets names. IBKR ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,083,178 | $1,762,347,755 | |
| 2 | MS |
Morgan Stanley
|
8,295,263 | $1,365,151,430 | |
| 3 | SCHW |
Schwab Charles Corp
|
10,072,164 | $946,581,971 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,228,059 | $293,004,487 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,506,521 | $168,112,361 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
287,069 | $86,358,965 | |
| 7 | XP |
XP Inc.
|
2,816,304 | $53,622,427 | |
| 8 | FUTU |
Futu Holdings Ltd
|
332,856 | $45,521,385 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $168,112,361 | 2,506,521 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $135,306,245 | 2,103,969 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $127,208,839 | 1,848,697 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $97,623,775 | 1,761,844 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $17,389,432 | 420,060 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $15,132,138 | 342,608 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $12,582,465 | 361,150 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $9,717,336 | 317,042 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $7,369,201 | 263,869 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $5,253,889 | 253,505 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $5,796,360 | 267,854 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,395,935 | 259,826 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $4,877,727 | 236,324 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,135,163 | 228,620 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,412,585 | 213,587 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,664,243 | 193,728 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $2,809,495 | 170,505 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,756,488 | 138,831 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,033,311 | 130,466 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,829,560 | 111,338 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $2,327,053 | 127,440 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,851,220 | 121,551 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,498,289 | 124,005 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,216,654 | 116,510 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,253,720 | 116,166 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||