Jefferies Financial Group Inc.
Position in IBKR — Interactive Brokers Group, Inc.
CIK 96223
NEW YORK, NY
Position in IBKR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$2,124,211
-$1,213,795 QoQ
Shares Held
24,405
-51.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#447
of 1,105 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBKR Over Time
Shares Held
Position Value (USD)
Derivatives in IBKR
reported options exposure · as of Dec 31, 2024CallValue
$1,766,700
CallShares
40,000
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 Jun 30, 2026Jefferies Financial Group Inc. holds $111,281,128 across 22 Capital Markets names. IBKR ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IREN |
IREN Ltd
|
1,327,205 | $60,693,084 | |
| 2 | CLSK |
Cleanspark, Inc.
|
1,443,286 | $20,999,811 | |
| 3 | GS |
Goldman Sachs Group Inc
|
8,443 | $8,538,996 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
47,341 | $4,747,355 | |
| 5 | EVR |
Evercore Inc.
|
6,913 | $2,360,374 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
37,464 | $2,346,370 | |
| 7 | SCHW |
Schwab Charles Corp
|
23,288 | $2,148,783 | |
| 8 | IBKR |
Interactive Brokers Group, Inc.
This page
|
24,405 | $2,124,211 |
All Filings in IBKR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,124,211 | 24,405 | Shares | Defined | 2026-08-17 | |
| 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 | $1,337,304 | 8,076 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,766,700 | 10,000 | Call | Defined | 2025-02-27 | |
| 2024-12-31 | $2,448,116 | 13,857 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $1,100,944 | 7,900 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $962,164 | 7,848 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $318,150 | 2,848 | Shares | Defined | 2024-05-13 | |
| 2023-09-30 | $223,238 | 2,579 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $214,237 | 2,579 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $212,922 | 2,579 | Shares | Defined | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||