CONGRESS ASSET MANAGEMENT CO
Position in IBKR — Interactive Brokers Group, Inc.
CIK 897378
BOSTON, MA
Position in IBKR
as of Sep 30, 2026
· filed Oct 6, 2026
Position Value
$128,337,997
-$4,636,405 QoQ
Shares Held
1,502,435
-1.7% QoQ
Ownership
0.332%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#1
of 10 holders
Holding Since
Dec 2025
4 quarters on record
Voting authority
Sole 86%
Shared 7%
None 7%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Sep 30, 2026CONGRESS ASSET MANAGEMENT CO holds $390,850,756 across 7 Capital Markets names. IBKR ranks #1 (32.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBKR |
Interactive Brokers Group, Inc.
This page
|
1,502,435 | $128,337,997 | |
| 2 | GS |
Goldman Sachs Group Inc
|
140,701 | $126,681,552 | |
| 3 | PJT |
PJT Partners Inc.
|
728,580 | $103,975,651 | |
| 4 | VIRT |
Virtu Financial, Inc.
|
433,662 | $23,920,795 | |
| 5 | CLSK |
Cleanspark, Inc.
|
508,982 | $6,555,688 | |
| 6 | MS |
Morgan Stanley
|
4,222 | $794,073 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
5,200 | $585,000 |
All Filings in IBKR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-09-30 | $128,337,997 | 1,502,435 | Shares | Sole | 2026-10-06 | |
| 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. | ||||||