Jefferies Financial Group Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 96223
NEW YORK, NY
Position in IBKR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$3,338,006
+$669,527 QoQ
Shares Held
49,769
+19.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Derivatives in IBKR
reported options exposure · as of Dec 31, 2024CallValue
$441,675
CallShares
10,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Jefferies Financial Group Inc. holds $39,784,643 across 21 Capital Markets names. IBKR ranks #3 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
10,610 | $8,975,953 | |
| 2 | IREN |
IREN Ltd
|
204,260 | $7,002,032 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
This page
|
49,769 | $3,338,006 | |
| 4 | MS |
Morgan Stanley
|
15,252 | $2,510,021 | |
| 5 | WULF |
Terawulf Inc.
|
169,638 | $2,447,876 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
32,861 | $2,277,267 | |
| 7 | RIOT |
Riot Platforms, Inc.
|
171,200 | $2,116,032 | |
| 8 | SCHW |
Schwab Charles Corp
|
21,063 | $1,979,500 |
All Filings in IBKR
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,338,006 | 49,769 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,668,479 | 41,494 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $3,852,190 | 55,983 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,016,662 | 18,348 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $334,326 | 8,076 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $441,675 | 10,000 | Call | Defined | 2025-02-27 | |
| 2024-12-31 | $612,029 | 13,857 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $275,236 | 7,900 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $240,541 | 7,848 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $79,537 | 2,848 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $55,809 | 2,579 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $53,559 | 2,579 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $53,230 | 2,579 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||