JACOBS LEVY EQUITY MANAGEMENT, INC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$295,886,648
+$32,233,405 QoQ
Shares Held
3,399,433
-13.5% QoQ
Ownership
0.750%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#31
of 1,105 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $771,969,752 across 11 Capital Markets names. IBKR ranks #1 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
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|
3,399,433 | $295,886,648 | |
| 2 | SNEX |
StoneX Group Inc.
|
1,943,481 | $153,534,999 | |
| 3 | SF |
Stifel Financial Corp
|
1,589,213 | $110,879,391 | |
| 4 | EVR |
Evercore Inc.
|
217,208 | $74,163,499 | |
| 5 | SCHW |
Schwab Charles Corp
|
761,360 | $70,250,687 | |
| 6 | PIPR |
Piper Sandler Companies
|
451,724 | $32,677,714 | |
| 7 | GOLD |
Gold.com, Inc.
|
553,336 | $23,024,310 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
189,944 | $9,493,401 |
All Filings in IBKR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,886,648 | 3,399,433 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $263,653,243 | 3,931,016 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $309,544,609 | 4,813,320 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $325,990,196 | 4,737,541 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $299,043,891 | 5,396,930 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $203,709,977 | 1,230,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $191,569,817 | 1,084,337 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $98,713,286 | 708,333 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $79,265,191 | 646,535 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $59,350,182 | 531,288 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $60,528,854 | 730,143 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $64,889,098 | 749,643 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $62,403,263 | 751,213 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $60,899,310 | 737,637 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $61,063,978 | 844,008 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $42,812,861 | 669,893 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $15,152,276 | 230,523 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,544,054 | 144,360 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $9,024,384 | 148,135 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $11,950,172 | 247,262 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,337,506 | 79,902 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,358,636 | 54,636 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||