Interactive Brokers (IBKR) Assets (2009 - 2026)

Interactive Brokers (IBKR) posted Assets of $218.7 billion for Q1 2026, up 7.63% sequentially from $203.2 billion in Q4 2025, and up 38.74% YoY from $157.7 billion in Q1 2025.

Interactive Brokers (IBKR) Assets (2009 - 2026) Analysis & Trends

Interactive Brokers has reported Assets for 18 years, with the latest figure at $218.7 billion in Q1 2026.

  • Quarterly Assets rose 38.74% year-over-year to $218.7 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $218.7 billion (up 38.74% YoY) and the FY2025 annual result came in at $203.2 billion, up 35.37% from the prior year.
  • Assets climbed to $218.7 billion in Q1 2026 per IBKR's latest filing, from $203.2 billion in the prior quarter.
  • Over five years, Assets peaked at $218.7 billion in Q1 2026 and troughed at $113.4 billion in Q2 2022.
  • A 5-year average of $145.6 billion and a median of $132.2 billion in 2024 frame the typical range for Assets.
  • The sharpest annual moves came in 2023 and 2026: Assets grew 4.41% in 2023, then jumped 38.74% in 2026.
  • Over 5 years, Assets stood at $115.1 billion in 2022, then gained by 11.38% to $128.3 billion in 2023, then climbed by 17.07% to $150.1 billion in 2024, then surged by 35.37% to $203.2 billion in 2025, then increased by 7.63% to $218.7 billion in 2026.
  • According to Business Quant data, Assets over the past three periods registered $218.7 billion, $203.2 billion, and $200.2 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Assets (Qtr)
1 Morgan Stanley 338.83 Bn 205.30 Bn - 1,675.06 Bn
2 Goldman Sachs 316.34 Bn -660.01 Bn - 2,127.71 Bn
3 Schwab Charles 220.55 Bn 135.80 Bn - 493.32 Bn
4 Futu Holdings 121.48 Bn 105.59 Bn 733.58 Mn 29.37 Bn
5 Robinhood Markets 84.07 Bn 66.74 Bn 1.20 Bn 56.55 Bn
6 Iren 68.17 Bn 65.95 Bn 104.86 Mn 7.26 Bn
7 ATIF Holdings 45.42 Bn 45.42 Bn - 40.41 Mn
8 Interactive Brokers 39.54 Bn -3.28 Bn - 218.75 Bn
9 LPL Financial Holdings 28.27 Bn 25.57 Bn - 19.79 Bn
10 Tradeweb Markets 23.53 Bn 22.17 Bn - 8.25 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 218.75 Bn
Dec 31, 2025 203.24 Bn
Sep 30, 2025 200.22 Bn
Jun 30, 2025 181.48 Bn
Mar 31, 2025 157.67 Bn
Dec 31, 2024 150.14 Bn
Sep 30, 2024 148.53 Bn
Jun 30, 2024 136.65 Bn
Mar 31, 2024 132.24 Bn
Dec 31, 2023 128.25 Bn
Sep 30, 2023 120.64 Bn
Jun 30, 2023 120.59 Bn
Mar 31, 2023 119.47 Bn
Dec 31, 2022 115.14 Bn
Sep 30, 2022 114.68 Bn
Jun 30, 2022 113.39 Bn
Mar 31, 2022 114.42 Bn
Dec 31, 2021 109.11 Bn
Sep 30, 2021 106.28 Bn
Jun 30, 2021 104.33 Bn