Kovitz Investment Group Partners »

Interactive Brokers shares owned by Kovitz Investment Group Partners

Quarter-by-quarter ownership of Interactive Brokers (IBKR) shares owned by Kovitz Investment Group Partners from 13F filings

Historical chart of Kovitz Investment Group Partners investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

All positions including Interactive Brokers held by Kovitz Investment Group Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Interactive Brokers by Kovitz Investment Group Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $211k 2.4k 87.04
2025-09-30 $281k 4.1k 68.81

More positions owned by Kovitz Investment Group Partners

Apple Common (AAPL)
State St Spdr S&p500 Units Ser 1 S&p (SPY)
Nvidia Corp Common (NVDA)
Ishares Trust Core S&p 500 Etf (IVV)
Microsoft Corp Common (MSFT)
Alphabet Class A (GOOGL)
Invesco Exchangetrad S&p 500 Quality Etf (SPHQ)
Adv Micro Devices Common (AMD)
Ishares Trust Ibonds Dec 2026 Term (IBTG)
Amazon Common (AMZN)
Ishares Trust Ibonds Dec 2027 Term (IBTH)
Broadcom Common (AVGO)
Micron Technology Common (MU)
Ishares Tr Mbs Fixed Bdfd (MBB)
Lam Research Corpora Common (LRCX)

View all positions for Kovitz Investment Group Partners

Top funds holding Interactive Brokers

BlackRock
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Greenwich Wealth Management
Invesco
Vanguard Portfolio Management
Two Sigma Investments
Wellington Management Company
Kayne Anderson Rudnick Investment Management
Norges Bank Investment Management
Orbis Allan Gray
London & Capital Asset Management
Bank of America Corporation

View all funds holding Interactive Brokers