CONGRESS ASSET MANAGEMENT CO
Position in IBKR — Interactive Brokers Group, Inc.
CIK 897378
BOSTON, MA
Position in IBKR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$132,974,402
+$67,813,952 QoQ
Shares Held
1,527,739
+57.3% QoQ
Ownership
0.337%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#49
of 1,105 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 85%
Shared 8%
None 7%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026CONGRESS ASSET MANAGEMENT CO holds $460,171,514 across 7 Capital Markets names. IBKR ranks #2 (28.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
182,093 | $184,163,397 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,527,739 | $132,974,402 | |
| 3 | PJT |
PJT Partners Inc.
|
723,474 | $109,201,165 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
441,795 | $26,317,728 | |
| 5 | CLSK |
Cleanspark, Inc.
|
419,742 | $6,107,246 | |
| 6 | MS |
Morgan Stanley
|
4,239 | $886,120 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
5,200 | $521,456 |
All Filings in IBKR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $132,974,402 | 1,527,739 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $65,160,450 | 971,529 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $6,662,194 | 103,595 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||