Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$199,025,053
+$30,912,692 QoQ
Shares Held
2,286,593
-8.8% QoQ
Ownership
0.505%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#37
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Legal & General Group Plc holds $5,521,866,523 across 46 Capital Markets names. IBKR ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,948,308 | $1,970,460,261 | |
| 2 | MS |
Morgan Stanley
|
7,494,442 | $1,566,638,155 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,403,634 | $867,673,308 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
4,240,596 | $425,246,966 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
2,286,593 | $199,025,053 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
283,459 | $79,844,729 | |
| 7 | IREN |
IREN Ltd
|
1,321,600 | $60,436,767 | |
| 8 | XP |
XP Inc.
|
2,806,911 | $45,640,371 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,025,053 | 2,286,593 | Shares | Defined | 2026-08-14 | |
| 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 | $69,557,734 | 420,060 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $60,528,555 | 342,608 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $50,329,863 | 361,150 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $38,869,348 | 317,042 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $29,476,804 | 263,869 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $21,015,562 | 253,505 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $23,185,441 | 267,854 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $21,583,745 | 259,826 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $19,510,908 | 236,324 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $16,540,656 | 228,620 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,650,345 | 213,587 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,656,976 | 193,728 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $11,237,983 | 170,505 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $11,025,957 | 138,831 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,133,249 | 130,466 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,318,245 | 111,338 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $9,308,216 | 127,440 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $7,404,885 | 121,551 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $5,993,160 | 124,005 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $4,866,621 | 116,510 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $5,014,885 | 116,166 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||