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Interactive Brokers shares owned by Morningstar Investment Management

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

Historical chart of Morningstar Investment Management investment in Interactive Brokers

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Interactive Brokers by Morningstar Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $719k 10k 68.81

More positions owned by Morningstar Investment Management

Ishares Tr Us Treas Bd Etf (GOVT)
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Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Amazon (AMZN)
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Visa Com Cl A (V)
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View all positions for Morningstar Investment 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