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IBKR

Interactive Brokers Group, Inc. Class A · XNAS

Season
Q2 2026 · as of Jun 30
Holders
8 of 97 filed · prev 7
Median weight
2.34%
Sector
Financials
Type
equity · US

Moves7 this quarter

Streakslongest holders · 53 quarters on record

  1. Oakcliff Bryan Lawrence, portfolio manager 33.4%38 quarters
  2. Cantillon William von Mueffling, CEO 6.8%37 quarters
  3. Soros Dawn Fitzpatrick, CIO 0.2%18 quarters
  4. RV Capital Robert Vinall, portfolio manager 12.8%14 quarters
  5. Baron Ron Baron, CEO 0.6%14 quarters

The record for IBKR begins Q2 2013: 53 quarters.

Over time53 quarters, Q2 2013 to Q2 2026

Managers holding8 Q2 2026

Largest weight33.4% Q2 2026

Holders8 of 97 filed

OakcliffBryan Lawrence, portfolio manager33.42%1,030,740$90Mheld—38 q
RV CapitalRobert Vinall, portfolio manager12.75%561,086$49Mtrimmed−26%−0.61 pp14 q
CantillonWilliam von Mueffling, CEO6.78%517,833$45Mtrimmed−95%−1.77 pp37 q
EgertonJohn Armitage, CIO3.47%4,129,416$359Mtrimmed−34%−1.20 pp10 q
VikingAndreas Halvorsen, CEO1.20%4,830,748$420Madded×3.5+0.94 pp2 q
BaronRon Baron, CEO0.63%4,807,214$418Madded+19%+0.19 pp14 q
Lone PineDavid Craver, CIO0.31%577,666$50Mnew+0.31 ppnew
SorosDawn Fitzpatrick, CIO0.22%151,470$13Mtrimmed−77%−0.56 pp18 q