Fisher Asset Management, LLC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 850529
PLANO, TX
Position in IBKR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$642,964
+$144,701 QoQ
Shares Held
7,387
-0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#659
of 1,105 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Fisher Asset Management, LLC holds $15,222,784,809 across 15 Capital Markets names. IBKR ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,964,113 | $7,043,294,964 | |
| 2 | MS |
Morgan Stanley
|
26,172,995 | $5,471,202,874 | |
| 3 | SCHW |
Schwab Charles Corp
|
21,952,062 | $2,025,516,760 | |
| 4 | EVR |
Evercore Inc.
|
423,875 | $144,727,880 | |
| 5 | NMR |
Nomura Holdings Inc
|
13,163,419 | $115,574,818 | |
| 6 | SF |
Stifel Financial Corp
|
1,652,113 | $115,267,924 | |
| 7 | LAZ |
Lazard, Inc.
|
2,148,377 | $90,102,931 | |
| 8 | PIPR |
Piper Sandler Companies
|
1,061,539 | $76,791,731 |
All Filings in IBKR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,964 | 7,387 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $498,263 | 7,429 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $595,510 | 9,260 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $534,240 | 7,764 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $505,893 | 9,130 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $346,579 | 2,093 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $248,751 | 1,408 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||