Ken Fisher's IBKR Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 7.8K shares of Interactive Brokers Group, Inc. (IBKR) worth $534,258, representing 0.00% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Ken Fisher has maintained this position in IBKR for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 2.7K shares. Largest reduction occurred in Q3 2025, reducing 1.4K shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Interactive Brokers Group (IBKR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Interactive Brokers Group (IBKR) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +5,632 | New Buy | 5,632 | $44.17 |
| Q1 2025 | +2,740 | Add 48.65% | 8,372 | $41.42 |
| Q2 2025 | +758 | Add 9.05% | 9,130 | $55.42 |
| Q3 2025 | -1,366 | Reduce 14.96% | 7,764 | $68.81 |
Ken Fisher's Interactive Brokers Group Investment FAQs
Ken Fisher first purchased Interactive Brokers Group, Inc. (IBKR) in Q4 2024, acquiring 5,632 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Interactive Brokers Group, Inc. (IBKR) for 4 quarters since Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Interactive Brokers Group, Inc. (IBKR) was in Q4 2024, adding 5,632 shares worth $248,789. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 7,764 shares of Interactive Brokers Group, Inc. (IBKR), valued at approximately $534,258. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Interactive Brokers Group, Inc. (IBKR) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Interactive Brokers Group, Inc. (IBKR) was 9,130 shares, as reported at the end of Q2 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.