Ranked by reported Q2 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. | 33.1M | $2.88B | +5.6% | 7.437% | 0.04% |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 28.3M | $2.47B | +0.6% | 6.364% | 0.05% |
| 3 | STATE STREET CORP | 19.4M | $1.69B | +1.8% | 4.363% | 0.03% |
| 4 | FMR LLC | 11.8M | $1.03B | -5.4% | 2.655% | 0.04% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 10.6M | $925.5M | +1.9% | 2.389% | 0.05% |
| 6 | Invesco Ltd. | 9.7M | $845.1M | +0.6% | 2.179% | 0.07% |
| 7 | VANGUARD PORTFOLIO MANAGEMENT LLC | 8.7M | $759.4M | -41.8% | 1.958% | 0.03% |
| 8 | TWO SIGMA INVESTMENTS, LP | 8.4M | $731.0M | +0.0% | 1.885% | 0.53% |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 7.4M | $642.5M | -24.5% | 1.657% | 0.11% |
| 10 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6.4M | $554.1M | -36.4% | 1.429% | 1.72% |
| 11 | NORGES BANK | 6.3M | $551.3M | — | 1.422% | 0.05% |
| 12 | Orbis Allan Gray Ltd | 6.1M | $528.3M | -0.8% | 1.362% | 1.82% |
| 13 | W1M Asset Management Ltd | 6.0M | $520.1M | +1.0% | 1.341% | 4.77% |
| 14 | BANK OF AMERICA CORP /DE/ | 6.0M | $518.2M | -4.4% | 1.337% | 0.03% |
| 15 | AMERICAN CENTURY COMPANIES INC | 5.6M | $485.9M | -2.8% | 1.253% | 0.21% |
| 16 | Ninety One UK Ltd | 5.3M | $457.7M | — | 1.180% | 1.02% |
| 17 | JPMORGAN CHASE & CO | 5.2M | $457.5M | -22.9% | 1.165% | 0.03% |
| 18 | MORGAN STANLEY | 5.1M | $447.9M | +8.0% | 1.155% | 0.02% |
| 19 | JANE STREET GROUP, LLC | 4.9M | $424.9M | +46.8% | 1.096% | 0.04% |
| 20 | VIKING GLOBAL INVESTORS LP | 4.8M | $420.5M | +246.5% | 1.084% | 1.20% |
| 21 | BAMCO INC /NY/ | 4.8M | $418.4M | +18.8% | 1.079% | 0.63% |
| 22 | Neuberger Berman Group LLC | 4.6M | $401.3M | +23.3% | 1.033% | 0.13% |
| 23 | 1832 Asset Management L.P. | 4.3M | $377.8M | -2.5% | 0.974% | 0.19% |
| 24 | GOLDMAN SACHS GROUP INC | 4.2M | $361.8M | +29.0% | 0.933% | 0.03% |
| 25 | Egerton Capital (UK) LLP | 4.1M | $359.4M | -34.2% | 0.927% | 3.47% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in IBKR — a direct measure of their conviction.
Filings activity in IBKR during Q2 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q2 2026 | 1,116 | +12% | 88.61% | +1.83 pp | $32.24B | +32% |
| Q1 2026 | 994 | +4.3% | 86.78% | 1.88 pp | $24.40B | +0.6% |
| Q4 2025 | 953 | +7.0% | 88.66% | +0.82 pp | $24.27B | 6.0% |
| Q3 2025 | 891 | +14% | 87.84% | 0.47 pp | $25.82B | +26% |
| Q2 2025 | 782 | +9.7% | 88.31% | +4.89 pp | $20.48B | +37% |
| Q1 2025 | 713 | +3.8% | 83.42% | +0.20 pp | $14.96B | 6.6% |
| Q4 2024 | 687 | +21% | 83.22% | +1.47 pp | $16.02B | +29% |
| Q3 2024 | 569 | — | 81.75% | — | $12.40B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying IBKR stock.
Based on Q2 2026 13F filings, institutional ownership of Interactive Brokers Group, Inc. stands at 88.6%, held across 1,116 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of IBKR, with approximately 33,129,663 shares worth $2.88B as of Q2 2026.
Yes — 3 widely-followed marquee investors appear among the top 25 institutional holders of IBKR, including TWO SIGMA INVESTMENTS, LP, JANE STREET GROUP, LLC, VIKING GLOBAL INVESTORS LP.
Our composite Smart Money Score for IBKR is 86 out of 100 (Strong Smart Money). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
178 institutions opened new positions in IBKR during Q2 2026, while 69 fully exited. 787 added to existing positions and 116 trimmed.
IBKR institutional ownership rose by 1.83 percentage points quarter-over-quarter, with a net change of +122 holders.
The top 10 institutions account for 38.9% of all reported 13F value in IBKR, and the top 25 account for 59.7%.
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