Interactive Brokers (IBKR) Long-Term Investments (2024 - 2025)
Interactive Brokers (IBKR) posted Long-Term Investments of $5.4 billion for Q4 2025, up 25.67% sequentially from $4.3 billion in Q4 2024, and up 25.67% YoY from $4.3 billion in Q4 2024.
Interactive Brokers (IBKR) Long-Term Investments (2024 - 2025) Analysis & Trends
Interactive Brokers has reported Long-Term Investments for 2 years, with the latest figure at $5.4 billion in Q4 2025.
- Quarterly Long-Term Investments rose 25.67% year-over-year to $5.4 billion in Q4 2025, while the trailing twelve-month figure through Dec 2025 was $5.4 billion (up 25.67% YoY) and the FY2025 annual result came in at $5.4 billion, up 25.67% from the prior year.
- Long-Term Investments climbed to $5.4 billion in Q4 2025 per IBKR's latest filing, from $4.3 billion in the prior quarter.
- Over five years, Long-Term Investments peaked at $5.4 billion in Q4 2025 and troughed at $4.3 billion in Q4 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 333.21 Bn | 173.07 Bn | - | - |
| 2 | Goldman Sachs | 311.14 Bn | -665.21 Bn | - | 255.63 Bn |
| 3 | Schwab Charles | 196.95 Bn | 123.36 Bn | - | - |
| 4 | Robinhood Markets | 93.19 Bn | 75.81 Bn | 1.20 Bn | - |
| 5 | Interactive Brokers | 41.71 Bn | -22.59 Bn | - | - |
| 6 | LPL Financial Holdings | 29.06 Bn | 26.36 Bn | - | - |
| 7 | Tradeweb Markets | 23.03 Bn | 20.97 Bn | - | 291.59 Mn |
| 8 | Circle Internet | 21.70 Bn | 19.97 Bn | 288.85 Mn | 103.80 Mn |
| 9 | Futu Holdings | 16.14 Bn | 214.18 Mn | 733.58 Mn | 79.10 Mn |
| 10 | UP Fintech Holding | 13.78 Bn | 13.78 Bn | - | 9.82 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 5.37 Bn |
| Dec 31, 2024 | 4.27 Bn |