Position in IBKR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,691,863,239
+$411,355,757 QoQ
Shares Held
19,437,767
+1.8% QoQ
Ownership
4.29%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#3
of 1,105 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 11%
Shared 1%
None 88%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026STATE STREET CORP holds $57,853,517,382 across 59 Capital Markets names. IBKR ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
99,560,815 | $20,812,192,767 | |
| 2 | GS |
Goldman Sachs Group Inc
|
18,830,464 | $19,044,566,375 | |
| 3 | SCHW |
Schwab Charles Corp
|
73,174,188 | $6,751,782,326 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
34,671,148 | $3,476,822,721 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
19,437,767 | $1,691,863,239 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,934,239 | $544,836,441 | |
| 7 | EVR |
Evercore Inc.
|
1,206,119 | $411,817,271 | |
| 8 | SNEX |
StoneX Group Inc.
|
4,352,535 | $343,850,265 |
All Filings in IBKR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,691,863,239 | 19,437,767 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,280,507,482 | 19,092,105 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,211,376,665 | 18,836,521 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,283,221,037 | 18,648,758 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $838,410,316 | 15,131,029 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $624,401,638 | 3,770,769 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $592,655,415 | 3,354,590 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $449,036,733 | 3,222,135 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $388,546,862 | 3,169,224 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $356,397,349 | 3,190,380 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $256,571,437 | 3,094,951 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $256,631,356 | 2,964,780 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $234,158,962 | 2,818,815 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $226,389,427 | 2,742,120 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $195,060,302 | 2,696,065 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $168,498,011 | 2,636,489 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $126,314,017 | 2,296,201 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $149,037,932 | 2,261,234 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $177,140,830 | 2,230,431 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $133,742,739 | 2,145,376 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $133,875,314 | 2,036,746 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $131,134,043 | 1,795,373 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $108,742,687 | 1,785,008 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $81,530,921 | 1,686,963 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $70,142,606 | 1,679,258 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $77,586,937 | 1,797,242 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||