Interactive Brokers (IBKR) Assets Average (2010 - 2026)
Interactive Brokers (IBKR) posted Assets Average of $211.0 billion for Q1 2026, up 4.59% sequentially from $201.7 billion in Q4 2025, and up 37.09% YoY from $153.9 billion in Q1 2025.
Interactive Brokers (IBKR) Assets Average (2010 - 2026) Analysis & Trends
Interactive Brokers has reported Assets Average for 17 years, with the latest figure at $211.0 billion in Q1 2026.
- Quarterly Assets Average rose 37.09% year-over-year to $211.0 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $211.0 billion (up 37.09% YoY) and the FY2025 annual result came in at $176.7 billion, up 26.94% from the prior year.
- Assets Average improved to $211.0 billion in Q1 2026 per IBKR's latest filing, from $201.7 billion in the prior quarter.
- Over five years, Assets Average peaked at $211.0 billion in Q1 2026 and troughed at $111.8 billion in Q1 2022.
- A 5-year average of $142.4 billion and a median of $130.2 billion in 2024 frame the typical range for Assets Average.
- The sharpest annual moves came in 2023 and 2026: Assets Average climbed 4.95% in 2023, then jumped 37.09% in 2026.
- Over 5 years, Assets Average stood at $114.9 billion in 2022, then advanced by 8.29% to $124.4 billion in 2023, then increased by 20.0% to $149.3 billion in 2024, then surged by 35.09% to $201.7 billion in 2025, then gained by 4.59% to $211.0 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $211.0 billion, $201.7 billion, and $190.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | 1,628.24 Bn |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 2,093.95 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | 505.29 Bn |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | 51.01 Bn |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | 233.03 Bn |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | 19.31 Bn |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 8.27 Bn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 78.85 Bn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 30.33 Bn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 8.54 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 233.03 Bn |
| Mar 31, 2026 | 210.99 Bn |
| Dec 31, 2025 | 201.73 Bn |
| Sep 30, 2025 | 190.85 Bn |
| Jun 30, 2025 | 169.57 Bn |
| Mar 31, 2025 | 153.91 Bn |
| Dec 31, 2024 | 149.33 Bn |
| Sep 30, 2024 | 142.59 Bn |
| Jun 30, 2024 | 134.44 Bn |
| Mar 31, 2024 | 130.24 Bn |
| Dec 31, 2023 | 124.44 Bn |
| Sep 30, 2023 | 120.61 Bn |
| Jun 30, 2023 | 120.03 Bn |
| Mar 31, 2023 | 117.31 Bn |
| Dec 31, 2022 | 114.91 Bn |
| Sep 30, 2022 | 114.03 Bn |
| Jun 30, 2022 | 113.90 Bn |
| Mar 31, 2022 | 111.77 Bn |
| Dec 31, 2021 | 107.70 Bn |
| Sep 30, 2021 | 105.31 Bn |