Marathon Asset Management (UK)’s Interactive Brokers IBKR Stock Holding History

Marathon Asset Management (UK)’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	$37.5M	Sell	430,459 -112,584	-21%	-$9.37M	1.52%	25
2026 Q1	$36.4M	Buy	543,043 +65,601	+14%	+$4.68M	1.4%	27
2025 Q4	$30.7M	Sell	477,442 -47,411	-9%	-$3.17M	1.18%	33
2025 Q3	$36.1M	Sell	524,853 -195,051	-27%	-$12.3M	1.33%	32
2025 Q2	$39.9M	Sell	719,904 -10,248	-1%	-$486K	1.28%	33
2025 Q1	$30.2M	Sell	730,152 -306,248	-30%	-$15.2M	0.92%	39
2024 Q4	$45.8M	Sell	1,036,400 -67,024	-6%	-$2.82M	1.28%	26
2024 Q3	$38.4M	Sell	1,103,424 -116,484	-10%	-$3.61M	1.06%	36
2024 Q2	$37.4M	Buy	+1,219,908	New	+$36.4M	1.17%	35

Other funds holding IBKR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marathon Asset Management (UK)'s IBKR Position: Q2 2026 in Review

Marathon Asset Management (UK) reduced its Interactive Brokers (IBKR) stake by 21% in Q2 2026, selling an estimated $9.37M and leaving 430,459 shares worth $37.5M. The position accounts for 1.52% of the portfolio, ranked #25.

Marathon Asset Management (UK) first reported a position in IBKR in Q2 2024 and has held it in 9 quarters since. The position peaked at $45.8M in Q4 2024. 1,112 funds tracked by Wall St. Rank hold IBKR as of Q2 2026.

Marathon Asset Management (UK) held 430,459 shares of Interactive Brokers worth $37.5M as of Q2 2026.
Marathon Asset Management (UK) sold 112,584 Interactive Brokers shares in Q2 2026, an estimated $9.37M.
Interactive Brokers made up 1.52% of Marathon Asset Management (UK)'s portfolio in Q2 2026, its #25 holding.
Marathon Asset Management (UK) first reported a position in Interactive Brokers in Q2 2024 and has held it in 9 quarters since.
Marathon Asset Management (UK)'s Interactive Brokers position peaked at $45.8M in Q4 2024.
1,112 funds tracked by Wall St. Rank held Interactive Brokers as of Q2 2026.

Based on Marathon Asset Management (UK)'s 13F filing for Q2 2026, filed 14 Aug 2026.