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Joel Greenblatt’s Interactive Brokers IBKR Stock Holding History

Joel Greenblatt’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.52M Sell
109,329
-5,493
-5% -$457K 0.02% 808
2026
Q1 		$7.7M Buy
114,822
+1,813
+2% +$129K 0.02% 755
2025
Q4 		$7.27M Sell
113,009
-1,018
-0.9% -$68.1K 0.03% 731
2025
Q3 		$7.85M Buy
114,027
+4,311
+4% +$271K 0.03% 651
2025
Q2 		$6.08M Hold
109,716
– – 0.04% 613
2025
Q1 		$4.54M Sell
109,716
-3,700
-3% -$183K 0.04% 557
2024
Q4 		$5.01M Sell
113,416
-8,664
-7% -$365K 0.05% 510
2024
Q3 		$4.25M Sell
122,080
-3,916
-3% -$121K 0.04% 537
2024
Q2 		$3.86M Sell
125,996
-4,068
-3% -$121K 0.05% 498
2024
Q1 		$3.63M Sell
130,064
-220
-0.2% -$5.48K 0.05% 469
2023
Q4 		$2.7M Sell
130,284
-14,368
-10% -$294K 0.05% 496
2023
Q3 		$3.13M Sell
144,652
-420
-0.3% -$9.35K 0.06% 423
2023
Q2 		$3.01M Sell
145,072
-17,644
-11% -$348K 0.07% 426
2023
Q1 		$3.36M Buy
162,716
+16,276
+11% +$331K 0.08% 321
2022
Q4 		$2.65M Buy
146,440
+18,024
+14% +$337K 0.07% 330
2022
Q3 		$2.05M Buy
128,416
+39,912
+45% +$615K 0.06% 387
2022
Q2 		$1.22M Buy
88,504
+44,012
+99% +$653K 0.04% 514
2022
Q1 		$733K Buy
44,492
+20,364
+84% +$351K 0.02% 673
2021
Q4 		$479K Buy
24,128
+8,740
+57% +$163K 0.02% 785
2021
Q3 		$240K Buy
+15,388
New +$242K 0.01% 911
2018
Q2 		– Sell
-12,228
Closed -$206K – 953
2018
Q1 		$206K Buy
+12,228
New +$202K ﹤0.01% 885
2017
Q3 		– Sell
-32,208
Closed -$301K – 968
2017
Q2 		$301K Sell
32,208
-10,156
-24% -$90.2K ﹤0.01% 832
2017
Q1 		$368K Buy
42,364
+1,916
+5% +$17.8K ﹤0.01% 812
2016
Q4 		$369K Buy
40,448
+2,892
+8% +$26.3K ﹤0.01% 776
2016
Q3 		$331K Buy
37,556
+7,708
+26% +$68.2K ﹤0.01% 769
2016
Q2 		$264K Buy
+29,848
New +$285K ﹤0.01% 834

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.74B AUM 36.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Joel Greenblatt's IBKR Position: Q2 2026 in Review

Joel Greenblatt reduced its Interactive Brokers (IBKR) stake by 4.8% in Q2 2026, selling an estimated $457K and leaving 109,329 shares worth $9.52M. The position accounts for 0.02% of the portfolio, ranked #808.

Joel Greenblatt first reported a position in IBKR in Q2 2016 and has held it in 26 quarters since. 1,108 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

  • Joel Greenblatt held 109,329 shares of Interactive Brokers worth $9.52M as of Q2 2026.
  • Joel Greenblatt sold 5,493 Interactive Brokers shares in Q2 2026, an estimated $457K.
  • Interactive Brokers made up 0.02% of Joel Greenblatt's portfolio in Q2 2026, its #808 holding.
  • Joel Greenblatt first reported a position in Interactive Brokers in Q2 2016 and has held it in 26 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.