WELLINGTON MANAGEMENT GROUP LLP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 902219
Boston, MA
Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$642,541,548
-$13,053,746 QoQ
Shares Held
7,382,141
-24.5% QoQ
Ownership
1.63%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#10
of 1,105 holders
Holding Since
Jun 2021
18 quarters on record
Voting authority
Sole 0%
Shared 88%
None 12%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $5,382,471,364 across 26 Capital Markets names. IBKR ranks #4 (11.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,136,909 | $1,149,835,651 | |
| 2 | MS |
Morgan Stanley
|
5,129,203 | $1,072,208,592 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,971,114 | $735,494,688 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
7,382,141 | $642,541,548 | |
| 5 | TW |
Tradeweb Markets Inc.
|
6,204,054 | $618,296,019 | |
| 6 | EVR |
Evercore Inc.
|
624,987 | $213,395,560 | |
| 7 | SF |
Stifel Financial Corp
|
2,565,429 | $178,989,979 | |
| 8 | HLI |
Houlihan Lokey, Inc.
|
929,760 | $124,708,706 |
All Filings in IBKR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,541,548 | 7,382,141 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $655,595,294 | 9,774,792 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $532,758,055 | 8,284,218 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $750,109,574 | 10,901,171 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $513,681,227 | 9,270,551 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $162,883,596 | 983,656 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $263,950,098 | 1,494,029 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $2,493,707 | 17,894 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $6,218,884 | 50,725 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,516,210 | 40,428 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,142,345 | 49,968 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,911,503 | 22,083 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,827,872 | 22,004 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $738,168 | 8,941 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,096,390 | 15,154 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $620,182 | 9,704 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $773,165 | 14,055 | Shares | Defined | 2022-08-15 | |
| 2021-06-30 | $511,379 | 7,780 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||