Invesco Ltd.

Position in IBKR — Interactive Brokers Group, Inc.

CIK 914208 Atlanta, GA

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Position in IBKR

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$647,035,553

+$114,009,905 QoQ

Shares Held

9,647,168

+16.4% QoQ

Ownership

2.17%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 98.97723352594254.ToString("F0")% None 1.0227664740574642.ToString("F0")%

Common Shares in IBKR Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Mar 31, 2026

Invesco Ltd. holds $7,826,316,872 across 48 Capital Markets names. IBKR ranks #4 (8.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,633,486	$2,227,902,810
2	SCHW	Schwab Charles Corp	16,956,980	$1,593,616,969
3	MS	Morgan Stanley	7,846,458	$1,291,291,585
4	IBKR	Interactive Brokers Group, Inc. This page	9,647,168	$647,035,553
5	HOOD	Robinhood Markets, Inc.	7,392,374	$512,291,512
6	EVR	Evercore Inc.	1,424,686	$425,283,013
7	LPLA	LPL Financial Holdings Inc.	349,011	$104,992,973
8	HLI	Houlihan Lokey, Inc.	474,774	$68,187,038

All Filings in IBKR

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$647,035,553	9,647,168	+16.4%	Shares	Defined	2026-05-12
2025-12-31	$533,025,648	8,288,379	+44.1%	Shares	Defined	2026-02-19
2025-09-30	$395,905,691	5,753,607	+5.7%	Shares	Defined	2025-11-13
2025-06-30	$301,660,455	5,444,152	+388.2%	Shares	Defined	2025-08-13
2025-03-31	$46,167,066	1,115,214	+45.6%	Shares	Defined	2025-05-12
2024-12-31	$33,830,490	765,959	+39.0%	Shares	Defined	2025-02-13
2024-09-30	$19,200,843	551,115	+17.0%	Shares	Defined	2024-11-12
2024-06-30	$14,436,360	471,007	-2.1%	Shares	Defined	2024-08-13
2024-03-31	$13,440,831	481,276	-13.9%	Shares	Defined	2024-05-14
2023-12-31	$11,586,267	559,048	-1.5%	Shares	Defined	2024-02-13
2023-09-30	$12,276,001	567,283	+234.6%	Shares	Defined	2023-11-13
2023-06-30	$3,521,210	169,554	+1.1%	Shares	Defined	2023-08-11
2023-03-31	$3,460,623	167,666	-44.4%	Shares	Defined	2023-05-12
2022-12-31	$5,450,809	301,358	+35.9%	Shares	Defined	2023-02-13
2022-09-30	$3,543,230	221,764	+22.8%	Shares	Defined	2022-11-14
2022-06-30	$2,483,052	180,553	+33.1%	Shares	Defined	2022-08-15
2022-03-31	$2,235,781	135,687	+8.4%	Shares	Defined	2022-05-16
2021-12-31	$2,484,911	125,153	-39.3%	Shares	Defined	2022-02-14
2021-09-30	$3,210,837	206,021	-53.9%	Shares	Defined	2021-11-15
2021-06-30	$7,350,848	447,336	+2.1%	Shares	Defined	2021-08-17
2021-03-31	$8,002,006	438,226	-22.0%	Shares	Defined	2021-05-17
2020-12-31	$8,557,508	561,885	+268.9%	Shares	Defined	2021-02-16
2020-09-30	$1,840,477	152,326	-44.8%	Shares	Defined	2020-11-16
2020-06-30	$2,881,795	275,968	+160.1%	Shares	Defined	2020-08-14
2020-03-31	$1,144,888	106,082	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.