Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in IBKR held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 31.4M | $2.10B | -1.0% | 7.041% | 0.04% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 28.2M | $1.89B | β | 6.324% | 0.05% |
| 3 | STATE STREET CORP | 19.1M | $1.28B | +1.4% | 4.284% | 0.04% |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.0M | $1.01B | β | 3.363% | 0.05% |
| 5 | FMR LLC | 12.5M | $838.5M | +159.9% | 2.805% | 0.05% |
| 6 | CANTILLON CAPITAL MANAGEMENT LLC | 11.2M | $754.3M | -11.9% | 2.524% | 5.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 10.4M | $699.5M | +2.4% | 2.344% | 0.04% |
| 8 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.0M | $671.8M | -10.6% | 2.248% | 1.97% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 9.8M | $655.6M | +18.0% | 2.193% | 0.12% |
| 10 | Invesco Ltd. | 9.6M | $647.0M | +16.4% | 2.165% | 0.10% |
| 11 | TWO SIGMA INVESTMENTS, LP | 8.4M | $563.2M | +135.5% | 1.884% | 0.46% |
| 12 | Egerton Capital (UK) LLP | 6.3M | $420.9M | -9.6% | 1.408% | 4.67% |
| 13 | BANK OF AMERICA CORP /DE/ | 6.2M | $417.9M | -6.6% | 1.398% | 0.03% |
| 14 | Orbis Allan Gray Ltd | 6.1M | $410.3M | -34.0% | 1.373% | 1.73% |
| 15 | London & Capital Asset Management Ltd | 5.9M | $396.7M | +0.9% | 1.328% | 4.32% |
| 16 | AMERICAN CENTURY COMPANIES INC | 5.7M | $385.3M | -0.3% | 1.289% | 0.20% |
| 17 | MORGAN STANLEY | 4.8M | $319.6M | +5.4% | 1.069% | 0.02% |
| 18 | 1832 Asset Management L.P. | 4.5M | $298.7M | -11.4% | 1.000% | 0.40% |
| 19 | BAMCO INC /NY/ | 4.0M | $271.5M | -12.8% | 0.908% | 0.82% |
| 20 | JACOBS LEVY EQUITY MANAGEMENT, INC | 3.9M | $263.7M | -18.3% | 0.882% | 1.11% |
| 21 | Neuberger Berman Group LLC | 3.7M | $249.4M | -19.1% | 0.838% | 0.19% |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.6M | $241.0M | +6.2% | 0.806% | 0.04% |
| 23 | NORTHERN TRUST CORP | 3.6M | $238.9M | +1.2% | 0.799% | 0.03% |
| 24 | GOLDMAN SACHS GROUP INC | 3.2M | $216.1M | +27.9% | 0.723% | 0.02% |
| 25 | Capital World Investors | 3.0M | $203.3M | β | 0.680% | 0.03% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in IBKR β a direct measure of their conviction.
Filings activity in IBKR during Q1 2026, grouped by how each filer changed its position.
Institutions that opened a new IBKR position in Q1 2026
Institutions that fully closed their IBKR position in Q1 2026
8 quarters of 13F filings Β· Ξ columns show change vs prior quarter
| Quarter | Inst. Holders | Ξ Holders | Ownership % | Ξ Ownership | Total 13F Value | Ξ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 972 | +2.7% | 58.34% | 0.92 pp | $23.61B | 1.6% |
| Q4 2025 | 946 | +8.0% | 59.26% | 3.46 pp | $23.98B | 5.5% |
| Q3 2025 | 876 | +12% | 62.72% | +12.10 pp | $25.38B | +24% |
| Q2 2025 | 782 | +9.7% | 50.62% | +13.65 pp | $20.48B | +37% |
| Q1 2025 | 713 | +3.8% | 36.97% | 2.63 pp | $14.96B | 6.6% |
| Q4 2024 | 687 | +21% | 39.60% | +8.96 pp | $16.02B | +29% |
| Q3 2024 | 569 | +6.0% | 30.64% | 2.99 pp | $12.40B | 8.9% |
| Q2 2024 | 537 | β | 33.63% | β | $13.61B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IBKR stock.
Based on Q1 2026 13F filings, institutional ownership of Interactive Brokers Group, Inc. stands at 58.3%, held across 972 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IBKR, with approximately 31,375,037 shares worth $2.10B as of Q1 2026.
Yes β 1 widely-followed marquee investor appear among the top 25 institutional holders of IBKR, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for IBKR is 49 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
150 institutions opened new positions in IBKR during Q1 2026, while 124 fully exited. 568 added to existing positions and 248 trimmed.
IBKR institutional ownership fell by 0.92 percentage points quarter-over-quarter, with a net change of +26 holders.
The top 10 institutions account for 44.7% of all reported 13F value in IBKR, and the top 25 account for 65.4%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Interactive Brokers Group, Inc. (IBKR) Institutional Ownership