Position in IBKR
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$57,027,941
-$15,033,918 QoQ
Shares Held
850,275
-24.1% QoQ
Ownership
0.191%
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 100.ToString("F0")%
Shared 0.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, 2026HSBC HOLDINGS PLC holds $1,699,183,150 across 29 Capital Markets names. IBKR ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,366,470 | $554,019,959 | |
| 2 | GS |
Goldman Sachs Group Inc
|
630,864 | $533,704,630 | |
| 3 | SCHW |
Schwab Charles Corp
|
3,424,044 | $321,791,651 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
1,528,604 | $105,932,253 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
850,275 | $57,027,941 | |
| 6 | FUTU |
Futu Holdings Ltd
|
332,501 | $45,472,833 | |
| 7 | XP |
XP Inc.
|
1,062,720 | $20,234,185 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
43,796 | $13,175,147 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,027,941 | 850,275 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $72,061,859 | 1,120,539 | Shares | Defined | 2026-03-20 | |
| 2025-09-30 | $62,022,509 | 901,359 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $10,780,291 | 194,555 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,766,302 | 66,823 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,385,644 | 167,219 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $8,921,826 | 256,080 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,435,579 | 209,970 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,858,714 | 209,783 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,290,075 | 207,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $4,373,292 | 202,093 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,153,500 | 200,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,363,494 | 162,960 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $610,597 | 33,758 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $400,619 | 25,074 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,114,626 | 81,049 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,500,819 | 91,083 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,980,172 | 200,462 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,623,878 | 104,195 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,522,059 | 153,480 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,402,577 | 131,576 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,158,804 | 76,087 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $491,067 | 40,643 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $718,954 | 68,849 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $322,004 | 29,836 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||