HEARTLAND ADVISORS INC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 937394 MILWAUKEE, WI

Position in IBKR

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$595,266

+$25,708 QoQ

Shares Held

6,839

-19.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#679

of 1,109 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HEARTLAND ADVISORS INC holds $20,991,046 across 3 Capital Markets names. IBKR ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKTX	Marketaxess Holdings Inc	104,926	$11,908,051
2	SF	Stifel Financial Corp	121,653	$8,487,729
3	IBKR	Interactive Brokers Group, Inc. This page	6,839	$595,266

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$595,266	6,839	-19.5%	Shares	Defined	2026-08-11
2026-03-31	$569,558	8,492	-1.6%	Shares	Defined	2026-05-06
2025-12-31	$555,059	8,631	-1.9%	Shares	Defined	2026-02-11
2025-09-30	$605,665	8,802	-53.4%	Shares	Defined	2025-11-07
2025-06-30	$1,047,692	18,908	+191.4%	Shares	Defined	2025-08-12
2025-03-31	$1,074,347	6,488	-41.6%	Shares	Defined	2025-05-07
2024-12-31	$1,962,980	11,111	-43.2%	Shares	Defined	2025-02-12
2024-09-30	$2,728,111	19,576	-27.6%	Shares	Defined	2024-11-12
2024-06-30	$3,313,755	27,029	-12.3%	Shares	Defined	2024-08-08
2024-03-31	$3,441,785	30,810	-15.7%	Shares	Defined	2024-05-07
2023-12-31	$3,031,238	36,565	-73.3%	Shares	Defined	2024-02-08
2023-09-30	$11,856,642	136,976	-21.4%	Shares	Defined	2023-11-08
2023-06-30	$14,472,953	174,226	-7.6%	Shares	Defined	2023-08-10
2023-03-31	$15,567,513	188,560	-20.8%	Shares	Defined	2023-05-11
2022-12-31	$17,215,899	237,953	-3.0%	Shares	Defined	2023-02-08
2022-09-30	$15,674,055	245,252	+16.2%	Shares	Defined	2022-11-10
2022-06-30	$11,609,860	211,050	+20.5%	Shares	Defined	2022-08-12
2022-03-31	$11,543,741	175,144	+30.6%	Shares	Defined	2022-05-12
2021-12-31	$10,648,395	134,077	+77.0%	Shares	Defined	2022-02-09
2021-09-30	$4,723,501	75,770	—	Shares	Defined	2021-11-09
No filing history on record for this holder in this stock.