Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$361,811,961
+$145,742,940 QoQ
Shares Held
4,156,847
+29.0% QoQ
Ownership
0.917%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#24
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $8,384,808,686 across 59 Capital Markets names. IBKR ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
13,906,759 | $2,907,068,900 | |
| 2 | SCHW |
Schwab Charles Corp
|
12,649,537 | $1,167,172,776 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
6,579,864 | $659,828,759 | |
| 4 | IREN |
IREN Ltd
|
12,518,530 | $572,472,376 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,695,954 | $477,716,321 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
This page
|
4,156,847 | $361,811,961 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
2,881,938 | $180,495,775 | |
| 8 | FUTU |
Futu Holdings Ltd
|
1,753,961 | $164,416,303 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $361,811,961 | 4,156,847 | Shares | Defined | 2026-08-14 | |
| 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 | $98,886,372 | 597,176 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $70,263,247 | 397,709 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $40,478,783 | 290,462 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,394,553 | 215,290 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $24,372,998 | 218,181 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $78,855,390 | 951,211 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $36,935,843 | 426,708 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $20,818,254 | 250,611 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $26,537,094 | 321,428 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $24,412,698 | 337,425 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $32,727,415 | 512,086 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $30,249,723 | 549,895 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $20,404,944 | 309,588 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $58,256,078 | 733,519 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $54,770,240 | 878,573 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $90,982,150 | 1,384,180 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $62,614,195 | 857,259 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,991,613 | 196,842 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $16,693,568 | 345,408 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,104,380 | 577,074 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $15,000,667 | 347,479 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||