Interactive Brokers Group, Inc. (IBKR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

441,927,711Shares Outstanding

6,267,160Shares held by institutions

$459,320,156Value of institutional holdings

83.87%Institutional ownership %

4.56%Shares Changed QoQ

914No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending December 2025, Interactive Brokers Group, Inc. (NASDAQ:IBKR) is held by 914 institutional firms.

The collective stake of institutional investors in Interactive Brokers moved to 83.9% in December 2025, a shift down from the 86.3% reported for September 2025.
Quarterly data indicates a 4.56% shift in institutional share volume, and the annual owner count reflects an increase of 30.20%.
A review of institutional activity for Interactive Brokers shows 457 of 914 filers increasing their positions, while 329 reduced their stake, and 128 remained unchanged.
This class of investors increased its holdings in Interactive Brokers to 370.64Mn shares for the 13F-cycle ending December 2025, up by 16.17Mn shares quarter on quarter, and down 5.05Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held Interactive Brokers's largest shareholding position with over 52.25Mn shares, representing 11.82% of total outstanding shares.
Among the most significant buyers of Interactive Brokers during December 2025 were NORGES BANK (7.05Mn), London & Capital Asset Management Ltd (5.28Mn), 1832 Asset Management L.P. (3.63Mn), BESSEMER GROUP INC (1.52Mn), UBS Group AG (1.29Mn).
Leading sellers of Interactive Brokers stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (2.62Mn), JPMORGAN CHASE & CO (1.61Mn), ROYAL BANK OF CANADA (1.59Mn), CITIGROUP INC (1.44Mn), FMR LLC (1.42Mn).
The top 10 institutional holders of Interactive Brokers for the quarter ending December 2025 included VANGUARD GROUP INC (52.25Mn), BlackRock, Inc. (31.68Mn), STATE STREET CORP (18.84Mn), CANTILLON CAPITAL MANAGEMENT LLC (12.76Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (11.21Mn), GEODE CAPITAL MANAGEMENT, LLC (10.20Mn), Orbis Allan Gray Ltd (9.27Mn), Greenwich Wealth Management LLC (9.19Mn), WELLINGTON MANAGEMENT GROUP LLP (8.28Mn), JPMORGAN CHASE & CO (7.44Mn).

914 Institutional Holders

6,267,160 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	52,254,357	-604,728	-1.14%	$3,360,477,700.00
BlackRock, Inc.	31 Dec, 2025	31,679,842	710,875	2.30%	$2,037,330,638.00
STATE STREET CORP	31 Dec, 2025	18,836,521	187,763	1.01%	$1,211,376,666.00
CANTILLON CAPITAL MANAGEMENT LLC	31 Dec, 2025	12,759,904	95,878	0.76%	$820,589,426.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	31 Dec, 2025	11,206,753	-967,773	-7.95%	$720,706,333.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	10,203,434	-140,926	-1.36%	$654,259,500.00
Orbis Allan Gray Ltd	31 Dec, 2025	9,273,735	-270,137	-2.83%	$596,393,898.00
Greenwich Wealth Management LLC	31 Dec, 2025	9,185,108	-1,182,168	-11.40%	$590,694.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	8,284,218	-2,616,953	-24.01%	$532,758,060.00
JPMORGAN CHASE & CO	31 Dec, 2025	7,440,816	-1,609,640	-17.79%	$478,518,925.00
NORGES BANK	31 Dec, 2025	7,046,279	7,046,279	0.00%	$453,146,202.00
Egerton Capital (UK) LLP	31 Dec, 2025	6,939,581	685,447	10.96%	$446,284,454.00
BANK OF AMERICA CORP /DE/	31 Dec, 2025	6,668,672	-959,495	-12.58%	$428,862,321.00
London & Capital Asset Management Ltd	31 Dec, 2025	5,861,042	5,280,117	908.92%	$377,011,529.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	5,762,860	-190,787	-3.20%	$370,609,553.00
1832 Asset Management L.P.	31 Dec, 2025	5,027,916	3,632,492	260.31%	$323,345,278.00
JACOBS LEVY EQUITY MANAGEMENT, INC	31 Dec, 2025	4,813,320	75,779	1.60%	$309,544,609.00
FMR LLC	31 Dec, 2025	4,809,195	-1,419,289	-22.79%	$309,279,315.00
BAMCO INC /NY/	31 Dec, 2025	4,643,376	33,608	0.73%	$298,615,511.00
Neuberger Berman Group LLC	31 Dec, 2025	4,616,728	-223,805	-4.62%	$297,250,463.00

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