Interactive Brokers (IBKR) Invested Capital (2009 - 2026)

Interactive Brokers has disclosed Invested Capital across 18 years of filings, most recently posting $5.6 billion for Q1 2026.

• Invested Capital for Q1 2026 came in at $5.6 billion, down 68.05% year-over-year; the trailing twelve-month figure through Mar 2026 was $5.6 billion (down 68.05% YoY), and the FY2025 annual result was $20.5 billion, up 23.35% from the prior year.
• Invested Capital came in at $5.6 billion for Q1 2026 at Interactive Brokers, down from $20.5 billion in the prior quarter.
• In the past five years, Invested Capital ranged from a high of $20.5 billion in Q4 2025 to a low of $5.1 billion in Q3 2025.
• The 5-year median for Invested Capital is $13.3 billion (2023), against an average of $13.3 billion.
• Peak annual rise in Invested Capital reached 23.35% in 2025, while the deepest fall reached 68.1% in 2025.
• Interactive Brokers' Invested Capital stood at $11.6 billion in 2022, then rose by 21.11% to $14.1 billion in 2023, then climbed by 17.99% to $16.6 billion in 2024, then advanced by 23.35% to $20.5 billion in 2025, then tumbled by 72.72% to $5.6 billion in 2026.
• The last three Invested Capital figures came in at $5.6 billion (Q1 2026), $20.5 billion (Q4 2025), and $5.1 billion (Q3 2025), per Business Quant data.