INTERACTIVE BROKERS GROUP IN (IBKR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
1,063
Reporting holders
$32.8B
Reported value
2.5%
Held as options
+109
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.9B | 33,129,663 | 0.04% | 8q | +5.6%+$152.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.5B | 28,349,920 | 0.05% | 2q | +0.6%+$14.8M |
| STATE STREET CORP | $1.7B | 19,437,767 | 0.05% | 31q | +1.8%+$30.1M |
| FMR LLC | $1.0B | 11,828,151 | 0.04% | 31q | -5.4%-$58.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $925.5M | 10,641,906 | 0.05% | 31q | +1.9%+$17.2M |
| Invesco Ltd. | $845.1M | 9,708,980 | 0.07% | 31q | +0.6%+$5.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $759.4M | 8,724,292 | 0.03% | 2q | -41.8%-$544.9M |
| TWO SIGMA INVESTMENTS, LP | $731.0M | 8,340,400 | 0.53% | 9q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $642.5M | 7,382,141 | 0.11% | 17q | -24.5%-$208.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $554.1M | 6,365,531 | 1.72% | 31q | -36.4%-$317.8M |
| NORGES BANK | $551.3M | 6,334,173 | 0.05% | 32q | -10.1%-$62.0M |
| Orbis Allan Gray Ltd | $528.3M | 6,069,270 | 1.82% | 19q | -0.8%-$4.2M |
| W1M Asset Management Ltd | $520.1M | 5,975,636 | 4.77% | 5q | +1.0%+$5.2M |
| BANK OF AMERICA CORP /DE/ | $518.2M | 5,954,055 | 0.03% | 31q | -4.4%-$24.0M |
| AMERICAN CENTURY COMPANIES INC | $485.9M | 5,583,028 | 0.21% | 19q | -2.8%-$14.0M |
| Ninety One UK Ltd | $457.7M | 5,258,689 | 1.02% | new | NEW |
| JPMORGAN CHASE & CO | $457.5M | 5,187,549 | 0.03% | 31q | -22.8%-$135.5M |
| MORGAN STANLEY | $447.9M | 5,146,242 | 0.02% | 35q | +8.0%+$33.1M |
| JANE STREET GROUP, LLC | $424.9M | 3,350,116 | 0.04% | 27q | +89.5%+$200.7M |
| VIKING GLOBAL INVESTORS LP | $420.5M | 4,830,748 | 1.20% | 2q | +246.5%+$299.1M |
| BAMCO INC /NY/ | $418.4M | 4,807,214 | 0.63% | 14q | +18.8%+$66.1M |
| NEUBERGER BERMAN GROUP LLC | $401.3M | 4,601,941 | 0.27% | 31q | +23.3%+$75.8M |
| 1832 Asset Management L.P. | $377.8M | 4,340,899 | 0.19% | 23q | -2.5%-$9.9M |
| GOLDMAN SACHS GROUP INC | $361.8M | 4,156,847 | 0.03% | 31q | +29.0%+$81.4M |
| Egerton Capital (UK) LLP | $359.4M | 4,129,416 | 3.47% | 10q | -34.2%-$186.8M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $334.1M | 3,838,547 | 0.04% | 31q | +6.8%+$21.4M |
| Sixth Street Partners Management Company, L.P. | $334.1M | 3,838,547 | 0.04% | new | NEW |
| TD Asset Management Inc | $317.9M | 3,651,927 | 0.28% | 7q | +47.9%+$103.0M |
| UBS Group AG | $317.2M | 3,406,122 | 0.04% | 31q | +50.5%+$106.4M |
| NORTHERN TRUST CORP | $313.8M | 3,605,708 | 0.04% | 31q | +1.2%+$3.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $295.9M | 3,399,433 | 1.06% | 16q | -13.5%-$46.3M |
| Capital World Investors | $283.4M | 3,255,412 | 0.03% | 2q | +7.4%+$19.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $236.9M | 312,704 | 0.02% | 31q | +10.1%+$21.8M |
| BARCLAYS PLC | $227.9M | 2,618,674 | 0.04% | 31q | +15.5%+$30.7M |
| VANGUARD FIDUCIARY TRUST CO | $218.0M | 2,505,131 | 0.05% | 2q | +0.6%+$1.4M |
| CITADEL ADVISORS LLC | $217.0M | 1,081,743 | 0.02% | 31q | +46.9%+$69.3M |
| Bank of New York Mellon Corp | $210.6M | 2,420,031 | 0.03% | 31q | +6.0%+$12.0M |
| Legal & General Group Plc | $199.0M | 2,286,593 | 0.04% | 31q | -8.8%-$19.1M |
| WELLS FARGO & COMPANY/MN | $197.9M | 2,273,543 | 0.03% | 31q | -60.7%-$305.1M |
| Progeny 3, Inc. | $191.1M | 2,195,640 | 9.86% | 8q | HELD |
| FIRST TRUST ADVISORS LP | $183.3M | 2,106,272 | 0.11% | 20q | -8.4%-$16.8M |
| DEUTSCHE BANK AG\ | $180.6M | 2,074,666 | 0.05% | 34q | +95.7%+$88.3M |
| Amundi | $176.7M | 2,029,684 | 0.04% | 21q | -16.6%-$35.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $168.7M | 1,938,409 | 0.03% | 31q | -8.8%-$16.3M |
| ROYAL BANK OF CANADA | $148.2M | 1,462,963 | 0.02% | 31q | -13.0%-$22.2M |
| RAYMOND JAMES FINANCIAL INC | $147.6M | 1,695,198 | 0.04% | 7q | -4.5%-$7.0M |
| D. E. Shaw & Co., Inc. | $139.9M | 1,602,534 | 0.07% | 27q | +226.0%+$97.0M |
| FIL Ltd | $137.6M | 1,581,220 | 0.10% | 15q | +4.6%+$6.0M |
| CONGRESS ASSET MANAGEMENT CO | $133.0M | 1,527,739 | 0.82% | 3q | +57.3%+$48.4M |
| Qube Research & Technologies Ltd | $127.1M | 1,442,839 | 0.12% | 7q | +284.7%+$94.0M |
| AGF MANAGEMENT LTD | $126.4M | 1,451,924 | 0.49% | new | NEW |
| TimesSquare Capital Management, LLC | $124.0M | 1,424,489 | 1.82% | 20q | -1.8%-$2.3M |
| Robeco Institutional Asset Management B.V. | $123.5M | 1,418,704 | 0.15% | 8q | +6.9%+$8.0M |
| Russell Investments Group, Ltd. | $122.4M | 1,406,208 | 0.11% | 31q | +23.3%+$23.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $115.1M | 1,322,682 | 0.06% | 20q | +66.6%+$46.0M |
| Allspring Global Investments Holdings, LLC | $113.2M | 1,214,314 | 0.17% | 18q | +77.9%+$49.6M |
| Assenagon Asset Management S.A. | $112.3M | 1,290,342 | 0.07% | 4q | +8.2%+$8.5M |
| Ancient Art, L.P. | $111.9M | 1,285,193 | 22.86% | 31q | HELD |
| Nuveen, LLC | $103.9M | 1,193,615 | 0.02% | 6q | -5.7%-$6.3M |
| IMC-Chicago, LLC | $102.2M | 11,066 | 0.02% | 12q | -68.5%-$222.4M |
| BNP PARIBAS FINANCIAL MARKETS | $97.1M | 1,116,054 | 0.03% | 31q | +21.3%+$17.1M |
| Empower Advisory Group, LLC | $96.8M | 1,111,873 | 0.23% | 14q | +0.5%+$518.2K |
| DIMENSIONAL FUND ADVISORS LP | $93.5M | 1,073,810 | 0.02% | 31q | +2.2%+$2.0M |
| Hosking Partners LLP | $92.4M | 1,061,140 | 3.07% | 13q | -11.2%-$11.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $91.5M | 1,050,804 | 0.05% | 12q | +4.9%+$4.3M |
| Point72 Asset Management, L.P. | $90.5M | 867,084 | 0.10% | 5q | +1305.5%+$84.0M |
| Oakcliff Capital Partners, LP | $89.7M | 1,030,740 | 33.42% | 31q | HELD |
| Squarepoint Ops LLC | $88.1M | 964,391 | 0.10% | 11q | +205.3%+$59.2M |
| California Public Employees Retirement System | $88.1M | 1,011,742 | 0.05% | 31q | +8.7%+$7.0M |
| Hengistbury Investment Partners LLP | $87.8M | 1,008,550 | 28.22% | 9q | -4.0%-$3.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $87.2M | 1,001,651 | 0.12% | 4q | +280.9%+$64.3M |
| MILLENNIUM MANAGEMENT LLC | $87.0M | 772,059 | 0.03% | 22q | +31.8%+$21.0M |
| Vanguard Global Advisers, LLC | $84.2M | 966,952 | 0.04% | 2q | -1.2%-$1.0M |
| TUDOR INVESTMENT CORP ET AL | $83.2M | 741,915 | 0.12% | 7q | +120.3%+$45.4M |
| PANAGORA ASSET MANAGEMENT INC | $82.3M | 945,321 | 0.25% | 10q | +27.5%+$17.8M |
| ENVESTNET ASSET MANAGEMENT INC | $81.6M | 937,891 | 0.02% | 30q | -11.8%-$10.9M |
| AustralianSuper Pty Ltd | $80.5M | 924,672 | 0.35% | 5q | -18.1%-$17.8M |
| HSBC HOLDINGS PLC | $78.3M | 891,791 | 0.03% | 31q | +4.9%+$3.6M |
| National Pension Service | $77.9M | 895,059 | 0.05% | 6q | -1.5%-$1.2M |
| Sumitomo Mitsui Trust Group, Inc. | $77.0M | 885,091 | 0.04% | 8q | -5.4%-$4.4M |
| Bronte Capital Management Pty Ltd. | $76.9M | 883,526 | 8.26% | 31q | -31.1%-$34.7M |
| LPL Financial LLC | $74.7M | 858,091 | 0.02% | 31q | +1.3%+$945.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $73.6M | 845,950 | 0.05% | 2q | +15.7%+$10.0M |
| MACKENZIE FINANCIAL CORP | $72.2M | 829,288 | 0.07% | 7q | +1568.9%+$67.9M |
| Walleye Capital LLC | $69.3M | 721,389 | 0.25% | 15q | +6925.6%+$68.3M |
| Fullerton Fund Management Co Ltd. | $66.6M | 764,962 | 4.28% | 4q | +94.8%+$32.4M |
| RHUMBLINE ADVISERS | $66.3M | 761,578 | 0.05% | 31q | -0.6%-$427.1K |
| Bristol Gate Capital Partners Inc. | $65.9M | 756,747 | 4.59% | 3q | -33.3%-$32.9M |
| Compagnie Lombard Odier SCmA | $61.7M | 708,624 | 0.67% | 6q | +1.6%+$997.3K |
| AMERIPRISE FINANCIAL INC | $61.3M | 704,357 | 0.01% | 31q | -31.7%-$28.4M |
| Blue Whale Capital LLP | $58.3M | 669,562 | 1.85% | 4q | -6.2%-$3.9M |
| Axxion S.A. | $57.4M | 660,000 | 4.09% | new | FIRST |
| CITIGROUP INC | $54.8M | 629,870 | 0.02% | 31q | -22.0%-$15.5M |
| STIFEL FINANCIAL CORP | $54.7M | 628,812 | 0.05% | 31q | -3.2%-$1.8M |
| GROUP ONE TRADING LLC | $54.5M | options only | 0.08% | 31q | OPTIONS |
| FEDERATED HERMES, INC. | $52.4M | 601,767 | 0.08% | 31q | +0.8%+$435.0K |
| JONES FINANCIAL COMPANIES LLLP | $51.9M | 578,028 | 0.02% | 8q | +101.4%+$26.1M |
| BANK OF MONTREAL /CAN/ | $51.5M | 591,581 | 0.02% | 31q | -2.4%-$1.3M |
| LONE PINE CAPITAL LLC | $50.3M | 577,666 | 0.31% | new | NEW |
| RV Capital AG | $48.8M | 561,086 | 12.75% | 14q | -26.0%-$17.1M |
Showing the largest 100 of 1,117 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,063 | $32.8B | 367,570,576 | 183 | 358 | 350 | 2.5% |
| Q1 2026 | 954 | $24.9B | 361,821,494 | 122 | 356 | 306 | 2.7% |
| Q4 2025 | 920 | $24.8B | 370,276,443 | 109 | 291 | 303 | 4.0% |
| Q3 2025 | 858 | $26.9B | 374,268,370 | 175 | 284 | 267 | 4.3% |
| Q2 2025 | 749 | $21.3B | 366,052,648 | 135 | 582 | 23 | 4.7% |
| Q1 2025 | 692 | $15.7B | 90,888,146 | 110 | 228 | 236 | 4.2% |
| Q4 2024 | 670 | $16.4B | 89,760,715 | 121 | 196 | 219 | 3.2% |
| Q3 2024 | 541 | $13.1B | 92,601,414 | 84 | 202 | 163 | 1.8% |
| Q2 2024 | 501 | $11.7B | 93,250,315 | 88 | 159 | 164 | 2.4% |
| Q1 2024 | 441 | $11.0B | 96,945,211 | 83 | 129 | 154 | 1.9% |
| Q4 2023 | 401 | $7.6B | 90,073,006 | 42 | 132 | 133 | 1.8% |
| Q3 2023 | 382 | $7.7B | 87,276,874 | 53 | 118 | 125 | 1.4% |
| Q2 2023 | 363 | $7.2B | 85,676,888 | 40 | 119 | 128 | 1.2% |
| Q1 2023 | 370 | $7.2B | 85,511,938 | 70 | 126 | 110 | 1.9% |
| Q4 2022 | 317 | $5.9B | 79,509,848 | 77 | 104 | 81 | 1.7% |
| Q3 2022 | 340 | $6.0B | 92,394,792 | 46 | 151 | 92 | 0.9% |
| Q2 2022 | 342 | $4.8B | 86,867,208 | 46 | 134 | 104 | 1.0% |
| Q1 2022 | 338 | $5.8B | 86,960,820 | 45 | 132 | 100 | 0.9% |
| Q4 2021 | 339 | $7.1B | 87,481,638 | 48 | 119 | 94 | 2.6% |
| Q3 2021 | 312 | $5.2B | 82,076,310 | 43 | 127 | 73 | 2.2% |
| Q2 2021 | 319 | $5.4B | 80,332,643 | 42 | 131 | 76 | 2.8% |
| Q1 2021 | 320 | $5.9B | 79,194,854 | 63 | 104 | 91 | 2.7% |
| Q4 2020 | 281 | $4.8B | 77,515,291 | 36 | 101 | 77 | 2.0% |
| Q3 2020 | 263 | $3.3B | 67,702,275 | 42 | 80 | 82 | 1.9% |
| Q2 2020 | 250 | $3.0B | 69,648,837 | 55 | 81 | 63 | 1.5% |
| Q1 2020 | 226 | $3.1B | 70,182,839 | 24 | 89 | 61 | 0.9% |
| Q4 2019 | 248 | $3.3B | 70,260,407 | 27 | 71 | 76 | 1.5% |
| Q3 2019 | 246 | $3.8B | 68,970,267 | 24 | 86 | 70 | 1.3% |
| Q2 2019 | 250 | $3.7B | 66,949,191 | 29 | 72 | 76 | 1.8% |
| Q1 2019 | 255 | $3.5B | 66,229,091 | 36 | 78 | 80 | 1.9% |
| Q4 2018 | 249 | $3.6B | 65,345,530 | 5 | 3 | 4 | 1.5% |