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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |