L3VLUP
Quarter end
30 Jun 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 12 Aug 2025
Managers listing it
16
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q1 2025 and Q2 2025; 13 listed it in both
Shares listed
44,913,136
combined, among listed positions
Reported value
$2.5bn
combined, at the quarter end

Q2 2025 looks like a 4-for-1 split: most managers that listed it in both quarters show the same change in shares. Additions and reductions this quarter are not read as buying or selling.

Managers listing IBKR in Q2 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

16 of 16 holders

ActionFiling
Wellington Management Group LLP9,270,551$514m0.09%Added+8,286,89514 Aug 2025 (the filing on sec.gov)
Egerton Capital UK LLP8,056,844$446m4.58%Added+6,222,87512 Aug 2025 (the filing on sec.gov)
Invesco Ltd5,444,152$302m0.05%Addedn.a.13 Aug 2025 (the filing on sec.gov)
Marshall Wace LLP5,415,370$300m0.34%Added+4,220,46313 Aug 2025 (the filing on sec.gov)
Neuberger Berman Group LLC4,875,777$269m0.21%Added+3,655,54527 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP3,378,900$187m0.38%Added+2,530,60014 Aug 2025 (the filing on sec.gov)
Two Sigma Investments LP3,022,728$167m0.30%Added+2,350,87714 Aug 2025 (the filing on sec.gov)
Soros Fund Management LLC2,233,727$124m1.55%Added+2,035,57014 Aug 2025 (the filing on sec.gov)
Renaissance Technologies LLC1,978,940$110m0.15%Added+1,269,63013 Aug 2025 (the filing on sec.gov)
Verition Fund Management LLC404,962$22m0.10%Added+204,10814 Aug 2025 (the filing on sec.gov)
Winton Group Ltd381,330$21m1.08%Added+374,86214 Aug 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC162,454$9.0m0.06%Added+86,14914 Aug 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP105,186$5.8munder 0.1%Added+92,77814 Aug 2025 (the filing on sec.gov)
Holocene Advisors LP64,479$3.6munder 0.1%Newnew14 Aug 2025 (the filing on sec.gov)
Eisler Capital Management Ltd62,285$3.5munder 0.1%Newnew12 Aug 2025 (the filing on sec.gov)
Quantbot Technologies LP55,451$3.1m0.08%Trimmed-27,87613 Aug 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2025 to Q2 2025, among managers that listed it in both quarters or opened it.

A split quarter: the share changes are the split, so no one is ranked as buying or selling.

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
12 in Q3 2024 to 24 in Q2 2026

Tracked managers listing it, at least.

0102030split2014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
IBKR by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$37mn.a.n.a.
Q3 20132$35mn.a.n.a.
Q4 20134$47mn.a.n.a.
Q1 20143$64mn.a.n.a.
Q2 20142$44mn.a.n.a.
Q3 20142$47mn.a.n.a.
Q4 20143$58mn.a.n.a.
Q1 20151$59mn.a.n.a.
Q2 20153$47mn.a.n.a.
Q3 20152$40mn.a.n.a.
Q4 20152$46mn.a.n.a.
Q1 20163$83mn.a.n.a.
Q2 20164$236mn.a.n.a.
Q3 20162$233mn.a.n.a.
Q4 20162$237mn.a.n.a.
Q1 20173$234mn.a.n.a.
Q2 20172$279mn.a.n.a.
Q3 20172$342mn.a.n.a.
Q4 20173$416mn.a.n.a.
Q1 20184$419mn.a.n.a.
Q2 20187$423mn.a.n.a.
Q3 20184$366mn.a.n.a.
Q4 20182$371mn.a.n.a.
Q1 20192$358mn.a.n.a.
Q2 20192$405mn.a.n.a.
Q3 20194$413mn.a.n.a.
Q4 20194$346mn.a.n.a.
Q1 20205$320mn.a.n.a.
Q2 20205$315mn.a.n.a.
Q3 20206$277mn.a.n.a.
Q4 20205$265mn.a.n.a.
Q1 202110$435mn.a.n.a.
Q2 20218$283mn.a.n.a.
Q3 20215$162mn.a.n.a.
Q4 202110$543mn.a.n.a.
Q1 20229$556mn.a.n.a.
Q2 202212$502mn.a.n.a.
Q3 202211$544mn.a.n.a.
Q4 20229$389mn.a.n.a.
Q1 20238$308mn.a.n.a.
Q2 202310$353mn.a.n.a.
Q3 202311$382mn.a.n.a.
Q4 20238$512m71
Q1 20247$763m55
Q2 20248$1.0bn71
Q3 202412$1.0bn93
Q4 202415$1.3bn96
Q1 202518$1.5bn135
Q2 2025 (split)16$2.5bn20
Q3 202515$3.0bn87
Q4 202519$2.9bn1819
Q1 202617$3.9bn1922
Q2 202624$5.6bn2813

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

IBKR and V →IBKR and AXP →IBKR and BAC →Choose a stock to compare with IBKR →

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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own IBKR, latest filings →Back to the 13F Explorer →