Interactive Brokers IBKR
NASDAQ IBKR
$91.37 +1.95 (+2.18%)
At close: Sep 11, 2026 · 4:00 PM EDT

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

Interactive Brokers' (IBKR) quarterly Invested Capital came in at $67.7 billion in Q2 2026, up 70.23% year-over-year from $39.8 billion in Q2 2025, and up 26.99% quarter-over-quarter from $53.3 billion in Q1 2026.

Analysis

Interactive Brokers (IBKR) Invested Capital (2009 - 2026) Analysis & Trends

Interactive Brokers has disclosed Invested Capital across 18 years of filings, most recently posting $67.7 billion for Q2 2026.

  • In Q2 2026, Invested Capital rose 70.23% year-over-year to $67.7 billion; the TTM figure through Jun 2026 stood at $67.7 billion (up 70.23% YoY), while the FY2025 annual figure was $45.2 billion, up 37.69% from the prior year.
  • Invested Capital came in at $67.7 billion for Q2 2026 at Interactive Brokers, up from $53.3 billion in the prior quarter.
  • In the past five years, Invested Capital ranged from a high of $67.7 billion in Q2 2026 to a low of $20.4 billion in Q3 2022.
  • Average Invested Capital over 5 years is $32.9 billion, with a median of $29.9 billion recorded in 2024.
  • Year-over-year, Invested Capital dropped 6.56% in 2022 and soared 70.23% in 2026.
  • Over 5 years, Invested Capital stood at $20.6 billion in 2022, then increased by 23.61% to $25.4 billion in 2023, then gained by 29.21% to $32.9 billion in 2024, then surged by 37.69% to $45.2 billion in 2025, then surged by 49.58% to $67.7 billion in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $67.7 billion in Q2 2026, $53.3 billion in Q1 2026, and $45.2 billion in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Robinhood Markets 101.20 Bn 83.88 Bn 1.20 Bn 30.08 Bn
2 Interactive Brokers 41.17 Bn -6.79 Bn - 67.67 Bn
3 LPL Financial Holdings 27.86 Bn 25.16 Bn - 13.22 Bn
4 Futu Holdings 15.80 Bn -3.84 Bn 792.50 Mn 6.99 Bn
5 UP Fintech Holding 12.81 Bn 12.81 Bn - 940.01 Mn
6 Xp 10.32 Bn 5.47 Bn 105.39 Mn 7.73 Bn
7 Webull 4.83 Bn 2.90 Bn 85.87 Mn 1.11 Bn
8 eToro 2.53 Bn 1.57 Bn 63.50 Mn -
9 Solowin Holdings 402.47 Mn 383.36 Mn - 28.01 Mn
10 TOP Financial 127.44 Mn 82.47 Mn - 37.64 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 67.67 Bn
Mar 31, 2026 53.29 Bn
Dec 31, 2025 45.24 Bn
Sep 30, 2025 47.42 Bn
Jun 30, 2025 39.76 Bn
Mar 31, 2025 34.39 Bn
Dec 31, 2024 32.86 Bn
Sep 30, 2024 32.86 Bn
Jun 30, 2024 30.88 Bn
Mar 31, 2024 28.89 Bn
Dec 31, 2023 25.43 Bn
Sep 30, 2023 23.76 Bn
Jun 30, 2023 22.94 Bn
Mar 31, 2023 22.96 Bn
Dec 31, 2022 20.57 Bn
Sep 30, 2022 20.43 Bn
Jun 30, 2022 21.32 Bn
Mar 31, 2022 22.17 Bn
Dec 31, 2021 22.02 Bn
Sep 30, 2021 20.57 Bn