MORGAN STANLEY

Position in IBKR — Interactive Brokers Group, Inc.

CIK 895421 NEW YORK, NY

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Position in IBKR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$447,928,898

+$128,301,992 QoQ

Shares Held

5,146,242

+8.0% QoQ

Ownership

1.14%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#19

of 1,105 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $16,538,629,974 across 78 Capital Markets names. IBKR ranks #6 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,030,974	$7,110,916,164
2	SCHW	Schwab Charles Corp	22,793,553	$2,103,161,122
3	MS	Morgan Stanley	6,085,858	$1,272,187,752
4	HOOD	Robinhood Markets, Inc.	10,105,436	$1,013,373,115
5	CRCL	Circle Internet Group, Inc.	8,315,961	$520,828,628
6	IBKR	Interactive Brokers Group, Inc. This page	5,146,242	$447,928,898
7	HUT	Hut 8 Corp.	3,320,981	$383,390,646
8	IREN	IREN Ltd	7,257,285	$331,875,639

All Filings in IBKR

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$447,928,898	5,146,242	+8.0%	Shares	Defined	2026-08-13
2026-03-31	$319,626,906	4,765,572	+5.4%	Shares	Defined	2026-05-15
2025-12-31	$290,722,737	4,520,646	+11.4%	Shares	Defined	2026-05-27
2025-09-30	$279,290,562	4,058,866	-12.2%	Shares	Defined	2026-05-27
2025-06-30	$256,164,190	4,623,068	+314.6%	Shares	Defined	2025-08-15
2025-03-31	$184,657,185	1,115,147	-14.1%	Shares	Defined	2025-05-15
2024-12-31	$229,304,049	1,297,923	-7.1%	Shares	Defined	2025-05-15
2024-09-30	$194,724,098	1,397,274	-1.4%	Shares	Defined	2025-05-14
2024-06-30	$173,825,951	1,417,830	-22.5%	Shares	Defined	2025-05-14
2024-03-31	$204,431,304	1,830,018	+86.8%	Shares	Defined	2024-10-17
2023-12-31	$81,210,739	979,623	+17.0%	Shares	Defined	2024-08-16
2023-09-30	$72,493,646	837,496	+12.2%	Shares	Defined	2023-11-15
2023-06-30	$62,009,753	746,476	+61.3%	Shares	Defined	2023-08-14
2023-03-31	$38,196,709	462,654	+19.3%	Shares	Defined	2023-05-15
2022-12-31	$28,049,076	387,686	+40.4%	Shares	Defined	2023-02-14
2022-09-30	$17,643,820	276,073	-15.4%	Shares	Defined	2022-11-14
2022-06-30	$17,950,913	326,321	-62.4%	Shares	Defined	2022-10-27
2022-03-31	$57,229,912	868,304	+867.4%	Shares	Defined	2022-10-27
2021-12-31	$7,128,100	89,752	-56.1%	Shares	Defined	2022-02-14
2021-09-30	$12,741,857	204,393	-50.0%	Shares	Defined	2021-11-15
2021-06-30	$26,884,422	409,013	+151.1%	Shares	Defined	2021-08-23
2021-03-31	$11,895,438	162,862	-40.7%	Shares	Defined	2021-05-17
2020-12-31	$16,725,827	274,554	+106.3%	Shares	Defined	2021-02-16
2020-09-30	$6,431,754	133,080	+6.9%	Shares	Defined	2020-11-13
2020-06-30	$5,198,024	124,444	+524.3%	Shares	Defined	2020-08-14
2020-03-31	$860,462	19,932	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.