Position in IBKR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,280,507,482
+$69,130,817 QoQ
Shares Held
19,092,105
+1.4% QoQ
Ownership
4.29%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 10.634112896404037.ToString("F0")%
Shared 1.0366012548118713.ToString("F0")%
None 88.3292858487841.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026STATE STREET CORP holds $47,941,159,738 across 58 Capital Markets names. IBKR ranks #5 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
101,340,194 | $16,677,555,726 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,255,058 | $16,289,586,517 | |
| 3 | SCHW |
Schwab Charles Corp
|
72,763,682 | $6,838,330,834 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
33,373,068 | $2,312,753,612 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
This page
|
19,092,105 | $1,280,507,482 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,863,266 | $560,526,310 | |
| 7 | EVR |
Evercore Inc.
|
1,179,024 | $351,950,454 | |
| 8 | SF |
Stifel Financial Corp
|
4,652,555 | $343,916,865 |
All Filings in IBKR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | $156,100,409 | 3,770,769 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $148,163,853 | 3,354,590 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $112,259,183 | 3,222,135 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $97,136,715 | 3,169,224 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $89,099,337 | 3,190,380 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $64,142,859 | 3,094,951 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $64,157,839 | 2,964,780 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $58,539,740 | 2,818,815 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $56,597,356 | 2,742,120 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $48,765,075 | 2,696,065 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $42,124,502 | 2,636,489 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $31,578,504 | 2,296,201 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $37,259,483 | 2,261,234 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $44,285,207 | 2,230,431 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $33,435,684 | 2,145,376 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $33,468,828 | 2,036,746 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $32,783,510 | 1,795,373 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $27,185,671 | 1,785,008 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $20,382,730 | 1,686,963 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $17,535,651 | 1,679,258 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $19,396,734 | 1,797,242 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||