Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Interactive Brokers IBKR Stock Holding History

Kayne Anderson Rudnick Investment Management’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
Q1 		$672M Sell
10,016,215
-1,190,538
-11% -$85M 1.97% 6
2025
Q4 		$721M Sell
11,206,753
-967,773
-8% -$64.8M 1.93% 4
2025
Q3 		$838M Sell
12,174,526
-315,575
-3% -$19.9M 2.04% 3
2025
Q2 		$692M Sell
12,490,101
-193,015
-2% -$9.16M 1.65% 10
2025
Q1 		$525M Sell
12,683,116
-2,868,140
-18% -$142M 1.29% 24
2024
Q4 		$687M Buy
15,551,256
+18,356
+0.1% +$773K 1.58% 12
2024
Q3 		$541M Buy
15,532,900
+392,376
+3% +$12.1M 1.19% 28
2024
Q2 		$464M Sell
15,140,524
-5,409,940
-26% -$161M 1.13% 26
2024
Q1 		$574M Sell
20,550,464
-4,681,144
-19% -$117M 1.33% 20
2023
Q4 		$523M Sell
25,231,608
-254,788
-1% -$5.21M 1.31% 21
2023
Q3 		$552M Sell
25,486,396
-4,790,644
-16% -$107M 1.57% 12
2023
Q2 		$629M Buy
30,277,040
+272,052
+0.9% +$5.37M 1.77% 7
2023
Q1 		$619M Sell
30,004,988
-123,048
-0.4% -$2.5M 1.82% 4
2022
Q4 		$545M Sell
30,128,036
-1,303,576
-4% -$24.3M 1.7% 4
2022
Q3 		$502M Sell
31,431,612
-509,060
-2% -$7.84M 1.67% 6
2022
Q2 		$439M Sell
31,940,672
-2,037,744
-6% -$30.3M 1.39% 14
2022
Q1 		$560M Sell
33,978,416
-770,696
-2% -$13.3M 1.49% 12
2021
Q4 		$690M Sell
34,749,112
-70,864
-0.2% -$1.32M 1.59% 8
2021
Q3 		$543M Sell
34,819,976
-188,424
-0.5% -$2.97M 1.32% 18
2021
Q2 		$575M Buy
35,008,400
+1,432,516
+4% +$24.8M 1.42% 12
2021
Q1 		$613M Buy
33,575,884
+4,258,244
+15% +$76.7M 1.64% 9
2020
Q4 		$447M Buy
29,317,640
+2,285,016
+8% +$30.3M 1.29% 19
2020
Q3 		$327M Buy
27,032,624
+1,436,604
+6% +$17.9M 1.18% 21
2020
Q2 		$267M Buy
25,596,020
+966,548
+4% +$10.1M 1.11% 24
2020
Q1 		$266M Buy
24,629,472
+1,377,068
+6% +$16.6M 1.52% 17
2019
Q4 		$271M Sell
23,252,404
-228,640
-1% -$2.68M 1.31% 19
2019
Q3 		$316M Buy
23,481,044
+422,020
+2% +$5.25M 1.65% 15
2019
Q2 		$312M Sell
23,059,024
-135,380
-0.6% -$1.84M 1.65% 15
2019
Q1 		$301M Buy
23,194,404
+595,984
+3% +$7.84M 1.72% 16
2018
Q4 		$309M Buy
22,598,420
+3,038,656
+16% +$40.5M 2.13% 9
2018
Q3 		$270M Buy
19,559,764
+3,336,604
+21% +$50.6M 1.58% 19
2018
Q2 		$261M Buy
16,223,160
+6,596,660
+69% +$119M 1.68% 15
2018
Q1 		$162M Buy
9,626,500
+178,476
+2% +$2.95M 1.21% 21
2017
Q4 		$140M Buy
9,448,024
+411,228
+5% +$5.61M 1.13% 22
2017
Q3 		$102M Buy
9,036,796
+1,137,556
+14% +$11.6M 0.92% 31
2017
Q2 		$73.9M Buy
7,899,240
+3,215,352
+69% +$28.6M 0.74% 40
2017
Q1 		$40.7M Buy
+4,683,888
New +$43.6M 0.44% 67

Other funds holding IBKR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's IBKR Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Interactive Brokers (IBKR) stake by 11% in Q1 2026, selling an estimated $85M and leaving 10,016,215 shares worth $672M. The position accounts for 1.97% of the portfolio, ranked #6.

Kayne Anderson Rudnick Investment Management first reported a position in IBKR in Q1 2017 and has held it in 37 quarters since. The position peaked at $838M in Q3 2025. 996 funds tracked by Wall St. Rank hold IBKR as of Q1 2026.

  • Kayne Anderson Rudnick Investment Management held 10,016,215 shares of Interactive Brokers worth $672M as of Q1 2026.
  • Kayne Anderson Rudnick Investment Management sold 1,190,538 Interactive Brokers shares in Q1 2026, an estimated $85M.
  • Interactive Brokers made up 1.97% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #6 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Interactive Brokers in Q1 2017 and has held it in 37 quarters since.
  • Kayne Anderson Rudnick Investment Management's Interactive Brokers position peaked at $838M in Q3 2025.
  • 996 funds tracked by Wall St. Rank held Interactive Brokers as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.