JACOBS LEVY EQUITY MANAGEMENT, INC
Position in IBKR — Interactive Brokers Group, Inc.
CIK 884414
FLORHAM PARK, NJ
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$263,653,243
-$45,891,366 QoQ
Shares Held
3,931,016
-18.3% QoQ
Ownership
0.882%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 78.17065613571657.ToString("F0")%
Shared 0.ToString("F0")%
None 21.82934386428343.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $510,861,164 across 12 Capital Markets names. IBKR ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,931,016 | $263,653,243 | |
| 2 | SF |
Stifel Financial Corp
|
1,364,978 | $100,899,173 | |
| 3 | EVR |
Evercore Inc.
|
144,432 | $43,114,396 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
1,024,695 | $42,289,162 | |
| 5 | SNEX |
StoneX Group Inc.
|
344,567 | $27,789,328 | |
| 6 | GOLD |
Gold.com, Inc.
|
595,888 | $23,883,191 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
31,621 | $4,541,408 | |
| 8 | PWP |
Perella Weinberg Partners
|
121,582 | $2,207,929 |
All Filings in IBKR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $50,927,494 | 1,230,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $47,892,454 | 1,084,337 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,678,321 | 708,333 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $19,816,297 | 646,535 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,837,545 | 531,288 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $15,132,213 | 730,143 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,222,274 | 749,643 | Shares | Sole | 2023-11-17 | |
| 2023-06-30 | $15,600,815 | 751,213 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,224,827 | 737,637 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $15,265,994 | 844,008 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,703,215 | 669,893 | Shares | Sole | 2022-11-15 | |
| 2021-06-30 | $3,788,069 | 230,523 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,636,013 | 144,360 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,256,096 | 148,135 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,987,543 | 247,262 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $834,376 | 79,902 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $589,659 | 54,636 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||