WELLINGTON MANAGEMENT GROUP LLP
Position in IBKR — Interactive Brokers Group, Inc.
CIK 902219
Boston, MA
Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$655,595,294
+$122,837,239 QoQ
Shares Held
9,774,792
+18.0% QoQ
Ownership
2.19%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 88.28981731785188.ToString("F0")%
None 11.71018268214812.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026WELLINGTON MANAGEMENT GROUP LLP holds $4,271,305,092 across 24 Capital Markets names. IBKR ranks #4 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,061,445 | $897,971,851 | |
| 2 | TW |
Tradeweb Markets Inc.
|
7,504,175 | $882,941,228 | |
| 3 | MS |
Morgan Stanley
|
4,657,771 | $766,529,370 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
9,774,792 | $655,595,294 | |
| 5 | SF |
Stifel Financial Corp
|
3,698,168 | $273,368,576 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
1,361,410 | $195,525,700 | |
| 7 | EVR |
Evercore Inc.
|
623,259 | $186,049,041 | |
| 8 | PWP |
Perella Weinberg Partners
|
3,925,854 | $71,293,506 |
All Filings in IBKR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $40,720,898 | 983,656 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $65,987,521 | 1,494,029 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $623,426 | 17,894 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,554,719 | 50,725 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,129,051 | 40,428 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,035,585 | 49,968 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $477,874 | 22,083 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $456,968 | 22,004 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $184,542 | 8,941 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $274,096 | 15,154 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $155,044 | 9,704 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $193,291 | 14,055 | Shares | Defined | 2022-08-15 | |
| 2021-06-30 | $127,844 | 7,780 | Shares | Defined | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||