Interactive Brokers (IBKR) Equity Average (2010 - 2026)

Interactive Brokers' (IBKR) quarterly Equity Average came in at $13.0 billion in Q1 2026, down 23.54% year-on-year from $17.0 billion in Q1 2025, and up 1.87% quarter-over-quarter from $12.8 billion in Q4 2025.

Interactive Brokers (IBKR) Equity Average (2010 - 2026) Analysis & Trends

Interactive Brokers has disclosed Equity Average across 17 years of filings, most recently posting $13.0 billion for Q1 2026.

  • Equity Average for Q1 2026 came in at $13.0 billion, down 23.54% year-over-year; the trailing twelve-month figure through Mar 2026 was $13.0 billion (down 23.54% YoY), and the FY2025 annual result was $18.5 billion, up 20.89% from the prior year.
  • Equity Average came in at $13.0 billion for Q1 2026 at Interactive Brokers, up from $12.8 billion in the prior quarter.
  • In the past five years, Equity Average ranged from a high of $18.0 billion in Q2 2025 to a low of $10.4 billion in Q1 2022.
  • The 5-year median for Equity Average is $13.0 billion (2023), against an average of $13.4 billion.
  • Across the five-year window, Equity Average climbed 21.39% in 2023 and decreased 24.26% in 2025, its largest moves.
  • Interactive Brokers' Equity Average stood at $11.3 billion in 2022, then gained by 21.39% to $13.7 billion in 2023, then climbed by 19.29% to $16.3 billion in 2024, then declined by 21.54% to $12.8 billion in 2025, then increased by 1.87% to $13.0 billion in 2026.
  • The last three Equity Average figures came in at $13.0 billion (Q1 2026), $12.8 billion (Q4 2025), and $11.8 billion (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Equity Avg. (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn - -
2 Morgan Stanley 349.82 Bn 216.29 Bn - 113.51 Bn
3 Goldman Sachs 333.85 Bn -603.70 Bn - 123.88 Bn
4 Schwab Charles 160.31 Bn 115.33 Bn - 49.33 Bn
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn 9.42 Bn
6 Interactive Brokers 42.79 Bn 53.38 Bn - 13.03 Bn
7 LPL Financial Holdings 23.54 Bn 22.51 Bn - 5.52 Bn
8 Tradeweb Markets 21.20 Bn 19.96 Bn - 7.25 Bn
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn 2.59 Bn
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn 3.38 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 13.03 Bn
Dec 31, 2025 12.79 Bn
Sep 30, 2025 11.81 Bn
Jun 30, 2025 18.00 Bn
Mar 31, 2025 17.04 Bn
Dec 31, 2024 16.30 Bn
Sep 30, 2024 15.59 Bn
Jun 30, 2024 14.92 Bn
Mar 31, 2024 14.36 Bn
Dec 31, 2023 13.67 Bn
Sep 30, 2023 12.96 Bn
Jun 30, 2023 12.45 Bn
Mar 31, 2023 11.92 Bn
Dec 31, 2022 11.26 Bn
Sep 30, 2022 10.75 Bn
Jun 30, 2022 10.54 Bn
Mar 31, 2022 10.35 Bn
Dec 31, 2021 10.12 Bn
Sep 30, 2021 9.97 Bn
Jun 30, 2021 9.68 Bn