Coronation Fund Managers Ltd. IBKR — INTERACTIVE BROKERS GROUP IN

Ownership history in Coronation Fund Managers Ltd.  ·  17 quarters on record

AI Ownership Summary

Coronation Fund Managers Ltd. reported INTERACTIVE BROKERS GROUP IN (IBKR) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.85% in 2024 Q1. The latest visible filing shows IBKR at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IBKR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Coronation Fund Managers Ltd.'s position in INTERACTIVE BROKERS GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

IBKR was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.85% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IBKR stock page Coronation Fund Managers Ltd. fund profile Coronation Fund Managers Ltd. full holdings
How Coronation Fund Managers Ltd. held IBKR — position size vs. price
% of Fund (quarterly)    IBKR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 92.9% +4.4% ❌ 26,862 -352,645 -92.9% 0.08% $1.7M 2026-02-14 (Est.) $74.67
2025 Q3 REDUCED 42.2% -4.9% ✅ 379,507 -277,218 -42.2% 1.36% $26.1M 2025-11-07 $70.38
2025 Q2 ADDED — — — 656,725 +459,964 +233.8% 1.97% $36.4M 2025-07-30 $65.98
2025 Q1 ADDED — — — 196,761 +12,311 +6.7% 1.77% $32.6M 2025-05-12 $49.06
2024 Q4 REDUCED 43.4% -6.2% ✅ 184,450 -141,302 -43.4% 1.92% $32.6M 2025-01-28 $51.61
2024 Q3 REDUCED 58.4% +28.6% ❌ 325,752 -456,867 -58.4% 2.52% $45.4M 2024-10-29 $37.92
2024 Q2 REDUCED 16.5% +13.9% ❌ 782,619 -154,574 -16.5% 2.75% $95.9M 2024-07-18 $29.61
2024 Q1 REDUCED 21.7% +13.7% ❌ 937,193 -258,986 -21.7% 2.85% $104.7M 2024-05-03 $29.68
2023 Q4 ADDED — — — 1,196,179 +273,354 +29.6% 2.76% $99.2M 2024-02-09 $24.21
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IBKR

As of 2026 Q1 — sorted by position size

Systrade AG 3Y 22.51% BROOKTREE CAPITAL MANAGEMENT 3Y 14.48% Crocodile Capital Partners GmbH 3Y 8.62% Bronte Capital Management Pty Ltd. 3Y 7Y 8.51% CANTILLON CAPITAL MANAGEMENT LLC 3Y 7Y 5.01% O'Brien Greene & Co. Inc 3Y 7Y 4.8% Hosking Partners LLP 3Y 7Y 2.87% Illumine Investment Management, LLC 2.76% FIRETRAIL INVESTMENTS PTY LTD 2.36% HANSEATIC MANAGEMENT SERVICES INC 3Y 7Y 2.02%

FAQ About Coronation Fund Managers Ltd. and IBKR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Coronation Fund Managers Ltd. reported owning IBKR?

Coronation Fund Managers Ltd. reported IBKR across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported IBKR position in Coronation Fund Managers Ltd.'s portfolio?

The largest reported portfolio weight for IBKR was 2.85% in 2024 Q1.

What is the latest reported IBKR position on this page?

The most recent filing on this page is 2025 Q4, when Coronation Fund Managers Ltd. reported 26,862 shares, equal to 0.08% of portfolio, with an estimated market value of $1.7M.

What does the chart on this IBKR ownership page compare?

The chart compares Coronation Fund Managers Ltd.'s quarterly IBKR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Coronation Fund Managers Ltd. time their IBKR position?

Based on 13F filing dates vs. subsequent IBKR price moves, Coronation Fund Managers Ltd. correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on IBKR relative to SPY over the holding period was +26.7%.

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