Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$216,069,021
+$54,081,265 QoQ
Shares Held
3,221,545
+27.9% QoQ
Ownership
0.723%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.40117086677354.ToString("F0")%
Shared 0.ToString("F0")%
None 1.5988291332264488.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $6,018,264,857 across 59 Capital Markets names. IBKR ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
14,875,181 | $2,448,008,535 | |
| 2 | SCHW |
Schwab Charles Corp
|
11,374,711 | $1,068,995,336 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
4,947,658 | $342,872,698 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
3,221,545 | $216,069,021 | |
| 5 | IREN |
IREN Ltd
|
5,570,213 | $190,946,900 | |
| 6 | FUTU |
Futu Holdings Ltd
|
1,353,064 | $185,045,032 | |
| 7 | EVR |
Evercore Inc.
|
524,531 | $156,577,745 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
1,457,995 | $139,107,301 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $216,069,021 | 3,221,545 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $161,987,756 | 2,518,858 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $112,331,361 | 1,632,486 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $72,662,179 | 1,311,355 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $24,721,591 | 597,176 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $17,565,811 | 397,709 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $10,119,695 | 290,462 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,598,636 | 215,290 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $6,093,248 | 218,181 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $19,713,847 | 951,211 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $9,233,959 | 426,708 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $5,204,562 | 250,611 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $6,634,273 | 321,428 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $6,103,174 | 337,425 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $8,181,853 | 512,086 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $7,562,430 | 549,895 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $5,101,235 | 309,588 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $14,564,019 | 733,519 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $13,692,558 | 878,573 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $22,745,536 | 1,384,180 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $15,653,548 | 857,259 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $2,997,902 | 196,842 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $4,173,391 | 345,408 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $6,026,094 | 577,074 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,750,166 | 347,479 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||