MORGAN STANLEY

Position in IBKR — Interactive Brokers Group, Inc.

CIK 895421 NEW YORK, NY

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Position in IBKR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$319,626,906

+$28,904,169 QoQ

Shares Held

4,765,572

+5.4% QoQ

Ownership

1.07%

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 79.46236044697258.ToString("F0")% Shared 0.ToString("F0")% None 20.53763955302742.ToString("F0")%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

MORGAN STANLEY holds $13,589,968,951 across 76 Capital Markets names. IBKR ranks #7 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,816,599	$5,766,774,576
2	SCHW	Schwab Charles Corp	22,033,942	$2,070,749,858
3	MS	Morgan Stanley	6,127,396	$1,008,385,555
4	HOOD	Robinhood Markets, Inc.	11,420,694	$791,454,086
5	CRCL	Circle Internet Group, Inc.	4,981,737	$475,307,519
6	LPLA	LPL Financial Holdings Inc.	1,283,665	$386,164,935
7	IBKR	Interactive Brokers Group, Inc. This page	4,765,572	$319,626,906
8	EVR	Evercore Inc.	917,801	$273,972,767

All Filings in IBKR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$46,164,288	1,115,147	-14.1%	Shares	Defined	2025-05-15
2024-12-31	$57,326,006	1,297,923	-7.1%	Shares	Defined	2025-05-15
2024-09-30	$48,681,018	1,397,274	-1.4%	Shares	Defined	2025-05-14
2024-06-30	$43,456,483	1,417,830	-22.5%	Shares	Defined	2025-05-14
2024-03-31	$51,107,820	1,830,018	+86.8%	Shares	Defined	2024-10-17
2023-12-31	$20,302,678	979,623	+17.0%	Shares	Defined	2024-08-16
2023-09-30	$18,123,406	837,496	+12.2%	Shares	Defined	2023-11-15
2023-06-30	$15,502,432	746,476	+61.3%	Shares	Defined	2023-08-14
2023-03-31	$9,549,173	462,654	+19.3%	Shares	Defined	2023-05-15
2022-12-31	$7,012,265	387,686	+40.4%	Shares	Defined	2023-02-14
2022-09-30	$4,410,950	276,073	-15.4%	Shares	Defined	2022-11-14
2022-06-30	$4,487,725	326,321	-62.4%	Shares	Defined	2022-10-27
2022-03-31	$14,307,476	868,304	+867.4%	Shares	Defined	2022-10-27
2021-12-31	$1,782,022	89,752	-56.1%	Shares	Defined	2022-02-14
2021-09-30	$3,185,462	204,393	-50.0%	Shares	Defined	2021-11-15
2021-06-30	$6,721,104	409,013	+151.1%	Shares	Defined	2021-08-23
2021-03-31	$2,973,858	162,862	-40.7%	Shares	Defined	2021-05-17
2020-12-31	$4,181,455	274,554	+106.3%	Shares	Defined	2021-02-16
2020-09-30	$1,607,937	133,080	+6.9%	Shares	Defined	2020-11-13
2020-06-30	$1,299,504	124,444	+524.3%	Shares	Defined	2020-08-14
2020-03-31	$215,115	19,932	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.