Position in IBKR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$845,069,614
+$198,034,061 QoQ
Shares Held
9,708,980
+0.6% QoQ
Ownership
2.14%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#7
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $9,344,402,535 across 51 Capital Markets names. IBKR ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,508,431 | $2,536,951,850 | |
| 2 | MS |
Morgan Stanley
|
9,205,421 | $1,924,301,199 | |
| 3 | SCHW |
Schwab Charles Corp
|
13,090,710 | $1,207,879,801 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
This page
|
9,708,980 | $845,069,614 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,517,212 | $553,266,013 | |
| 6 | EVR |
Evercore Inc.
|
1,602,673 | $547,216,665 | |
| 7 | PIPR |
Piper Sandler Companies
|
3,141,984 | $227,291,116 | |
| 8 | WULF |
Terawulf Inc.
|
7,107,793 | $175,562,486 |
All Filings in IBKR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $845,069,614 | 9,708,980 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $647,035,553 | 9,647,168 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $533,025,648 | 8,288,379 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $395,905,691 | 5,753,607 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $301,660,455 | 5,444,152 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $184,668,280 | 1,115,214 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $135,321,973 | 765,959 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $76,803,383 | 551,115 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $57,745,455 | 471,007 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $53,763,339 | 481,276 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $46,345,076 | 559,048 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $49,104,014 | 567,283 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $14,084,848 | 169,554 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $13,842,502 | 167,666 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $21,803,248 | 301,358 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $14,172,934 | 221,764 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,932,217 | 180,553 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $8,943,128 | 135,687 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $9,939,650 | 125,153 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,843,348 | 206,021 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $29,403,394 | 447,336 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $32,008,026 | 438,226 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $34,230,033 | 561,885 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $7,361,913 | 152,326 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $11,527,182 | 275,968 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,579,558 | 106,082 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||