Interactive Brokers IBKR Institutional Ownership

NASDAQ IBKR

$88.30 +2.49 (+2.90%)

At close: Oct 2, 2026 · 4:00 PM EDT

Institutions by Trading Activity

1,108 Institutions

Increased 591 53.3%

Unchanged 141 12.7%

Reduced 376 33.9%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

86.83%

▲+1.75 pp QoQ

Shares Held by Institutions

391.23Mn

of 450.57Mn outstanding

▲+3.59% QoQ

Shares Outstanding

450.57Mn

59.34Mn held outside 13F filers

Institutional Investors

1,108

filed 13F for Jun 2026

▲+116 vs prior quarter

Net Shares Added (QoQ)

+13.56Mn

accumulated since last quarter

Value of Holdings

$34.55Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Interactive Brokers Group, Inc. (NASDAQ:IBKR) counted 1,108 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Collectively, these holders controlled 86.83% of Interactive Brokers' outstanding shares in Q2 2026, up from 85.08% in Q1 2026.
Total shares held in IBKR rose 3.22% from Q1 2026; the number of holders rose 38.67% from Q2 2025.
During Q2 2026, 591 added shares, 376 reduced their stakes and 141 left their positions unchanged among the 1,108 holders of IBKR.
The aggregate institutional position in Interactive Brokers was 391.23Mn shares at the end of Q2 2026, up 12.22Mn from the prior quarter and up 18.4Mn from a year earlier.
BlackRock, Inc. held the largest position in IBKR at 33.13Mn shares as of June 30, 2026, or 7.35% of shares outstanding.
The largest position increases in IBKR for Q2 2026 were by Viking Global Investors LP (+3.44Mn shares), BlackRock, Inc. (+1.75Mn shares), Jane Street Group, LLC (+1.58Mn shares), TD Asset Management Inc (+1.18Mn shares) and UBS Group AG (+1.14Mn shares).
The biggest cuts to IBKR positions during Q2 2026 came from Cantillon Capital Management LLC (-10.73Mn shares), Vanguard Portfolio Management LLC (-6.26Mn shares), Kayne Anderson Rudnick Investment Management LLC (-3.65Mn shares), Wellington Management Group LLP (-2.39Mn shares) and Egerton Capital (UK) LLP (-2.15Mn shares).
According to Business Quant data, the leading holders of IBKR for Q2 2026 were BlackRock, Inc. (33.13Mn shares), Vanguard Capital Management LLC (28.35Mn shares), State Street Corp (19.44Mn shares), FMR LLC (11.83Mn shares), Geode Capital Management, LLC (10.64Mn shares), Greenwich Wealth Management LLC (9.92Mn shares), Invesco Ltd. (9.71Mn shares), Vanguard Portfolio Management LLC (8.72Mn shares), Two Sigma Investments, LP (8.34Mn shares) and Wellington Management Group LLP (7.38Mn shares).

Form 13F Holdings

1,106 Institutional Holders

Report period 30 Jun, 2026

Total shares held 391.23Mn

Of outstanding 86.83%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	33,129,663	7.35%	▲1,754,626	+5.59%	$2.88Bn
2	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	28,349,920	6.29%	▲169,559	+0.60%	$2.47Bn
3	State Street Corp	0000093751	19,437,767	4.31%	▲345,662	+1.81%	$1.69Bn
4	FMR LLC	0000315066	11,828,151	2.63%	▼673,133	-5.38%	$1.03Bn
5	GEODE CAPITAL MANAGEMENT, LLC	0001214717	10,641,906	2.36%	▲198,299	+1.90%	$925.47Mn
6	Greenwich Wealth Management LLC	0001439805	9,921,755	2.20%	▼2,288	-0.02%	$863.59K
7	Invesco Ltd.	0000914208	9,708,980	2.15%	▲61,812	+0.64%	$845.07Mn
8	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	8,724,292	1.94%	▼6,260,253	-41.78%	$759.36Mn
9	TWO SIGMA INVESTMENTS, LP	0001179392	8,340,400	1.85%	▲27,429	+0.33%	$725.95Mn
10	WELLINGTON MANAGEMENT GROUP LLP	0000902219	7,382,141	1.64%	▼2,392,651	-24.48%	$642.54Mn
11	KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	0001021223	6,365,531	1.41%	▼3,650,684	-36.45%	$554.06Mn
12	NORGES BANK	0001374170	6,334,173	1.41%	▲6,334,173	0.00%	$551.33Mn
13	Orbis Allan Gray Ltd	0001663865	6,069,270	1.35%	▼48,775	-0.80%	$528.27Mn
14	W1M Asset Management Ltd	0001767559	5,975,636	1.33%	▲59,833	+1.01%	$520.15Mn
15	Bank Of America Corp /De/	0000070858	5,954,055	1.32%	▼276,081	-4.43%	$518.24Mn
16	AMERICAN CENTURY COMPANIES INC	0000748054	5,583,028	1.24%	▼161,380	-2.81%	$485.95Mn
17	Ninety One UK Ltd	0001418329	5,258,689	1.17%	▲5,258,689	0.00%	$457.72Mn
18	Jpmorgan Chase & Co	0000019617	5,187,549	1.15%	▼1,536,103	-22.85%	$457.54Mn
19	Morgan Stanley	0000895421	5,146,242	1.14%	▲380,670	+7.99%	$447.93Mn
20	VIKING GLOBAL INVESTORS LP	0001103804	4,830,748	1.07%	▲3,436,419	+246.46%	$420.47Mn

Showing 1 to 20 of 1,106 holders