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

Interactive Brokers (IBKR) has 18 years of Invested Capital data on file, last reported at $5.6 billion in Q1 2026.

• Quarterly Invested Capital fell 68.05% year-over-year to $5.6 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $5.6 billion (down 68.05% YoY) and the FY2025 annual result came in at $20.5 billion, up 23.35% from the prior year.
• Invested Capital fell to $5.6 billion in Q1 2026 per IBKR's latest filing, from $20.5 billion in the prior quarter.
• The five-year high for Invested Capital was $20.5 billion in Q4 2025, with the low at $5.1 billion in Q3 2025.
• Average Invested Capital over 5 years is $13.3 billion, with a median of $13.3 billion recorded in 2023.
• The widest YoY moves for Invested Capital: up 23.35% in 2025, down 68.1% in 2025.
• Interactive Brokers' Invested Capital stood at $11.6 billion in 2022, then climbed by 21.11% to $14.1 billion in 2023, then rose by 17.99% to $16.6 billion in 2024, then increased by 23.35% to $20.5 billion in 2025, then plunged by 72.72% to $5.6 billion in 2026.
• Business Quant data shows IBKR's Invested Capital at $5.6 billion in Q1 2026, $20.5 billion in Q4 2025, and $5.1 billion in Q3 2025.