JONES FINANCIAL COMPANIES LLLP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 815917
DES PERES, MO
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$19,252,644
+$17,137,103 QoQ
Shares Held
287,053
+772.6% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98.82391466413985.ToString("F0")%
Shared 0.ToString("F0")%
None 1.1760853358601517.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $571,457,826 across 44 Capital Markets names. IBKR ranks #6 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,702,694 | $160,019,181 | |
| 2 | GS |
Goldman Sachs Group Inc
|
159,643 | $135,056,380 | |
| 3 | MS |
Morgan Stanley
|
604,069 | $99,411,634 | |
| 4 | MC |
Moelis & Co
|
1,290,540 | $73,560,780 | |
| 5 | HLI |
Houlihan Lokey, Inc.
|
297,478 | $42,723,790 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
287,053 | $19,252,644 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
203,832 | $14,125,557 | |
| 8 | EVR |
Evercore Inc.
|
26,006 | $7,763,050 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,252,644 | 287,053 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,115,541 | 32,896 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,849,268 | 26,875 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,088,307 | 19,641 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $128,704 | 3,109 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $74,554 | 1,688 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $3,832 | 110 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||