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IBKR · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

IBKRV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • IBKR
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterIBKRV
Q3 20206 holders, $277m55 holders, $62.2bn
Q4 20205 holders, $265m52 holders, $67.1bn
Q1 202110 holders, $435m58 holders, $64.5bn
Q2 20218 holders, $283m52 holders, $69.3bn
Q3 20215 holders, $162m56 holders, $63.6bn
Q4 202110 holders, $543m47 holders, $58.0bn
Q1 20229 holders, $556m59 holders, $61.8bn
Q2 202212 holders, $502m57 holders, $55.2bn
Q3 202211 holders, $544m57 holders, $50.7bn
Q4 20229 holders, $389m54 holders, $59.4bn
Q1 20238 holders, $308m55 holders, $64.0bn
Q2 202310 holders, $353m54 holders, $65.2bn
Q3 202311 holders, $382m55 holders, $61.5bn
Q4 20238 holders, $512m48 holders, $68.6bn
Q1 20247 holders, $763m50 holders, $73.1bn
Q2 20248 holders, $1.0bn45 holders, $69.5bn
Q3 202412 holders, $1.0bn47 holders, $70.5bn
Q4 202415 holders, $1.3bn48 holders, $77.6bn
Q1 202518 holders, $1.5bn43 holders, $83.5bn
Q2 202516 holders, $2.5bn45 holders, $83.4bn
Q3 202515 holders, $3.0bn48 holders, $82.8bn
Q4 202519 holders, $2.9bn49 holders, $86.0bn
Q1 202617 holders, $3.9bn49 holders, $73.3bn
Q2 202624 holders, $5.6bn52 holders, $81.9bn
IBKR

Interactive Brokers Group Inc

Holders
7
Reported value
$763m
Buyers
5
Sellers
5

Breadth 0 among 93 comparable managers.

Other financial servicesFinancial services · L3VLUP
V

Visa Inc

Holders
50
Reported value
$73.1bn
Buyers
17
Sellers
31

Breadth -14 among 93 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q1 2024

Among the 52 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only IBKR (2)

Soros Fund Management LLC, Verition Fund Management LLC

Only V (45)

Acadian Asset Management LLC, Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, and 20 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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