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Interactive Brokers shares owned by Close Asset Management

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Close Asset Management from 13F filings

Historical chart of Close Asset Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Close Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Interactive Brokers by Close Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $60k 872 68.81

More positions owned by Close Asset Management

Microsoft Corporation (MSFT)
Amazon (AMZN)
Alphabet Inc Com Cl A Usd0.001 Cap Stk Cl A (GOOGL)
Capital One Financial (COF)
Ameriprise Financial (AMP)
Performance Food (PFGC)
Cadence Design Systems (CDNS)
Kkr & Co (KKR)
Blackstone Group Inc Com Cl A (BX)
Broadcom (AVGO)
Caci Intl Inc Com Cl A Usd0.10 Cl A (CACI)
NVR (NVR)
Amphenol Corp Com Usd0.001 Cl A (APH)
Kla Corporation Com Usd0.001 Com New (KLAC)
Mastercard Inc Com Cl A Usd0.0001 Cl A (MA)

View all positions for Close Asset Management

Top funds holding Interactive Brokers

Vanguard Group
BlackRock
State Street Corporation
Cantillon Capital Mgnt
Kayne Anderson Rudnick Investment Management
Wellington Management Company
Greenwich Wealth Management
Geode Capital Management
Orbis Allan Gray
Jpmorgan Chase & Co
Egerton Capital
FMR
American Century Companies
Invesco
J O Hambro Investment Management

View all funds holding Interactive Brokers