HEARTLAND ADVISORS INC

Position in IBKR — Interactive Brokers Group, Inc.

CIK 937394 MILWAUKEE, WI

Position in IBKR

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$569,558

+$14,499 QoQ

Shares Held

8,492

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

HEARTLAND ADVISORS INC holds $20,110,090 across 3 Capital Markets names. IBKR ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SF	Stifel Financial Corp	134,153	$9,916,589
2	MKTX	Marketaxess Holdings Inc	58,334	$9,623,943
3	IBKR	Interactive Brokers Group, Inc. This page	8,492	$569,558

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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	$268,586	6,488	-41.6%	Shares	Defined	2025-05-07
2024-12-31	$490,745	11,111	-43.2%	Shares	Defined	2025-02-12
2024-09-30	$682,027	19,576	-27.6%	Shares	Defined	2024-11-12
2024-06-30	$828,438	27,029	-12.3%	Shares	Defined	2024-08-08
2024-03-31	$860,446	30,810	-15.7%	Shares	Defined	2024-05-07
2023-12-31	$757,809	36,565	-73.3%	Shares	Defined	2024-02-08
2023-09-30	$2,964,160	136,976	-21.4%	Shares	Defined	2023-11-08
2023-06-30	$3,618,238	174,226	-7.6%	Shares	Defined	2023-08-10
2023-03-31	$3,891,878	188,560	-20.8%	Shares	Defined	2023-05-11
2022-12-31	$4,303,974	237,953	-3.0%	Shares	Defined	2023-02-08
2022-09-30	$3,918,513	245,252	+16.2%	Shares	Defined	2022-11-10
2022-06-30	$2,902,465	211,050	+20.5%	Shares	Defined	2022-08-12
2022-03-31	$2,885,935	175,144	+30.6%	Shares	Defined	2022-05-12
2021-12-31	$2,662,098	134,077	+77.0%	Shares	Defined	2022-02-09
2021-09-30	$1,180,875	75,770	—	Shares	Defined	2021-11-09
No filing history on record for this holder in this stock.