Interactive Brokers (IBKR) Equity Average (2010 - 2026)
Interactive Brokers recorded quarterly Equity Average of $13.0 billion in Q1 2026, up 1.87% quarter-over-quarter from $12.8 billion in Q4 2025, and down 23.54% year-over-year from $17.0 billion in Q1 2025.
Interactive Brokers' Equity Average history runs 17 years deep, the most recent figure standing at $13.0 billion for Q1 2026.
- In Q1 2026, Equity Average fell 23.54% year-over-year to $13.0 billion; the TTM figure through Mar 2026 stood at $13.0 billion (down 23.54% YoY), while the FY2025 annual figure 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.
- A 5-year average of $13.4 billion and a median of $13.0 billion in 2023 frame the typical range for Equity Average.
- Across the five-year window, Equity Average grew 21.39% in 2023 and slipped 24.26% in 2025, its largest moves.
- Interactive Brokers' Equity Average stood at $11.3 billion in 2022, then advanced by 21.39% to $13.7 billion in 2023, then grew by 19.29% to $16.3 billion in 2024, then fell by 21.54% to $12.8 billion in 2025, then rose by 1.87% to $13.0 billion in 2026.
- According to Business Quant data, Equity Average over the past three periods registered $13.0 billion, $12.8 billion, and $11.8 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 113.51 Bn |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 123.88 Bn |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 49.33 Bn |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 9.42 Bn |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 13.03 Bn |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 3.38 Bn |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 5.52 Bn |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.59 Bn |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 7.25 Bn |
| 10 | Hut 8 | 14.71 Bn | 14.86 Bn | 45.47 Mn | 1.69 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| 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 |
| Mar 31, 2021 | 9.22 Bn |
| Dec 31, 2020 | 8.77 Bn |
| Sep 30, 2020 | 8.40 Bn |
| Jun 30, 2020 | 8.20 Bn |
| Mar 31, 2020 | 8.04 Bn |
| Dec 31, 2019 | 7.80 Bn |
| Sep 30, 2019 | 7.64 Bn |
| Jun 30, 2019 | 7.52 Bn |
| Mar 31, 2019 | 7.29 Bn |
| Dec 31, 2018 | 7.03 Bn |
| Sep 30, 2018 | 6.80 Bn |
| Jun 30, 2018 | 6.70 Bn |
| Mar 31, 2018 | 6.57 Bn |
| Dec 31, 2017 | 6.37 Bn |
| Sep 30, 2017 | 6.25 Bn |
| Jun 30, 2017 | 6.10 Bn |
| Mar 31, 2017 | 5.92 Bn |
| Dec 31, 2016 | 5.85 Bn |
| Sep 30, 2016 | 5.78 Bn |
| Jun 30, 2016 | 5.68 Bn |
| Mar 31, 2016 | 5.50 Bn |
| Dec 31, 2015 | 5.31 Bn |
| Sep 30, 2015 | 5.26 Bn |
| Jun 30, 2015 | 5.14 Bn |
| Mar 31, 2015 | 5.11 Bn |
| Dec 31, 2014 | 5.19 Bn |
| Sep 30, 2014 | 5.23 Bn |
| Jun 30, 2014 | 5.26 Bn |
| Mar 31, 2014 | 5.17 Bn |
| Dec 31, 2013 | 5.08 Bn |
| Sep 30, 2013 | 4.98 Bn |
| Jun 30, 2013 | 4.86 Bn |
| Mar 31, 2013 | 4.82 Bn |
| Dec 31, 2012 | 4.98 Bn |
| Sep 30, 2012 | 5.08 Bn |
| Jun 30, 2012 | 1.98 Bn |
| Mar 31, 2012 | -744.34 Mn |
| Dec 31, 2011 | -368.89 Mn |
| Sep 30, 2011 | -622.85 Mn |
| Jun 30, 2011 | -1.08 Bn |
| Mar 31, 2011 | -1.61 Bn |
| Dec 31, 2010 | -702.29 Mn |
| Sep 30, 2010 | 612.16 Mn |