Question 1

Does BAMCO own IBKR stock?

Accepted Answer

Yes. As of its Q2 2026 13F, BAMCO holds 4,807,214 shares of IBKR (Interactive Brokers Group in), worth $418.4M.

Question 2

How many shares of IBKR does BAMCO own?

Accepted Answer

As of its Q2 2026 13F, BAMCO holds 4,807,214 shares of IBKR (Interactive Brokers Group in).

Question 3

What is BAMCO's IBKR position worth?

Accepted Answer

As of its Q2 2026 13F, BAMCO's IBKR position is worth $418.4M.

Question 4

Is BAMCO buying or selling IBKR?

Accepted Answer

In Q2 2026, BAMCO increased its IBKR position by 759,838 shares (+18.8%).

Question 5

When did BAMCO first buy IBKR?

Accepted Answer

BAMCO already held IBKR in its Q4 2018 13F, the earliest on record, and has listed it in 15 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.8M	+18.8%	$418.4M	0.6%	$86.96	52
2026-Q1	Decreased	4M	-12.8%	$271.5M	0.8%	$66.94	0
2025-Q4	Increased	4.6M	+0.7%	$298.6M	0.8%	$64.12	44
2025-Q3	Increased	4.6M	+9.8%	$317.2M	0.8%	$68.52	48
2025-Q2	Increased	4.2M	+359.4%	$232.6M	0.6%	$55.11	70
2025-Q1	Unchanged	913,967	0.0%	$151.3M	0.4%	$41.11	0
2024-Q4	Increased	913,967	+0.1%	$161.5M	0.4%	$43.80	36
2024-Q3	Increased	912,608	+16.3%	$127.2M	0.3%	$34.51	42

IBKRShowing 8 of 16 quarters

IBKR
Showing 8 of 16 quarters