IBKR in the 13F filings

Interactive Brokers Group Inc · CUSIP 45841N107

Sector · Other financial services Theme · Financial services· L3VLUP-defined

Quarter

Q3 2026 · early filers Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024 Q4 2023

Quarter end: 31 Mar 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 12 May 2026
Managers listing it: 36; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q4 2025 and Q1 2026; 16 listed it in both
Shares listed: 64,437,053; combined, among listed positions
Reported value: $4.3bn; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 19 buyers (opened or added shares) and 22 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +15,186,402.

Managers listing IBKR in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

36 of 36 holders

				Action		Filing
Fidelity (FMR LLC)	12,501,284	$838m	under 0.1%	Added	+7,692,089	15 May 2026 (the filing on sec.gov)
Wellington Management Group LLP	9,774,792	$656m	0.12%	Added	+1,490,574	15 May 2026 (the filing on sec.gov)
Invesco Ltd	9,647,168	$647m	0.06%	Added	+1,358,789	12 May 2026 (the filing on sec.gov)
Two Sigma Investments LP	8,312,971	$558m	0.45%	Added	+4,786,150	15 May 2026 (the filing on sec.gov)
Egerton Capital UK LLP	6,275,179	$421m	4.67%	Trimmed	-664,402	13 May 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	3,733,048	$249m	0.19%	Trimmed	-883,680	27 Oct 2026 (the filing on sec.gov)
Capital World Investors	3,030,920	$203m	under 0.1%	New	new	13 May 2026 (the filing on sec.gov)
Jane Street Group LLC	1,767,778	$119m	under 0.1%	Added	+1,095,209	12 May 2026 (the filing on sec.gov)
Viking Global Investors LP	1,394,329	$94m	0.26%	New	new	15 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	1,089,744	$73m	under 0.1%	Added	+59,951	15 May 2026 (the filing on sec.gov)
Marshall Wace LLP	877,766	$59m	0.06%	Trimmed	-2,326,481	15 May 2026 (the filing on sec.gov)
Citadel Advisors LLC	736,273	$49m	under 0.1%	Added	+85,739	15 May 2026 (the filing on sec.gov)
Soros Fund Management LLC	645,344	$43m	0.47%	Trimmed	-126,136	15 May 2026 (the filing on sec.gov)
Millennium Management LLC	585,800	$39m	under 0.1%	Trimmed	-282,651	15 May 2026 (the filing on sec.gov)
D. E. Shaw & Co.	491,508	$33m	under 0.1%	Added	+466,791	15 May 2026 (the filing on sec.gov)
Renaissance Technologies LLC	461,700	$31m	under 0.1%	Trimmed	-154,695	14 May 2026 (the filing on sec.gov)
AllianceBernstein LP	454,970	$29m	under 0.1%	Trimmed	-31,851	15 May 2026 (the filing on sec.gov)
MFS Investment Management	366,066	$25m	under 0.1%	Trimmed	-123,682	14 May 2026 (the filing on sec.gov)
Woodline Partners LP	354,749	$24m	0.09%	Added	+348,225	15 May 2026 (the filing on sec.gov)
Tudor Investment Corp	336,704	$23m	under 0.1%	Trimmed	-215,040	15 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC	315,834	$21m	under 0.1%	Trimmed	-707,325	15 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP	283,993	$19m	under 0.1%	Added	+200,056	15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC	242,576	$16m	under 0.1%	Added	+147,383	15 May 2026 (the filing on sec.gov)
Man Group PLC	212,255	$14m	under 0.1%	Trimmed	-109,617	15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP	113,946	$7.6m	0.07%	Added	+104,628	15 May 2026 (the filing on sec.gov)

Page 1 of 2

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Fidelity (FMR LLC)existing position · 12,501,284 shares now+7,692,089
Two Sigma Investments LPexisting position · 8,312,971 shares now+4,786,150
Capital World Investorsnew position · 3,030,920 shares now+3,030,920
Wellington Management Group LLPexisting position · 9,774,792 shares now+1,490,574
Viking Global Investors LPnew position · 1,394,329 shares now+1,394,329

Reductions

Marshall Wace LLPexisting position · 877,766 shares now-2,326,481
Neuberger Berman Group LLCexisting position · 3,733,048 shares now-883,680
Squarepoint Ops LLCexisting position · 315,834 shares now-707,325
Egerton Capital UK LLPexisting position · 6,275,179 shares now-664,402
Voloridge Investment Management LLCexisting position · 18,382 shares now-450,786

New positions and exits

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

New (5)

Exited (5)

Schonfeld Strategic Advisors LLCwas $24m
Verition Fund Management LLCwas $2.1m
Element Capital Management LLCwas $1.3m
Balyasny Asset Management LLCwas $442k
Acadian Asset Management LLCwas $210k

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.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

IBKR by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q2 2013	3	$37m	n.a.	n.a.
Q3 2013	2	$35m	n.a.	n.a.
Q4 2013	4	$47m	n.a.	n.a.
Q1 2014	3	$64m	n.a.	n.a.
Q2 2014	2	$44m	n.a.	n.a.
Q3 2014	2	$47m	n.a.	n.a.
Q4 2014	3	$58m	n.a.	n.a.
Q1 2015	1	$59m	n.a.	n.a.
Q2 2015	3	$47m	n.a.	n.a.
Q3 2015	2	$40m	n.a.	n.a.
Q4 2015	2	$46m	n.a.	n.a.
Q1 2016	3	$83m	n.a.	n.a.
Q2 2016	4	$236m	n.a.	n.a.
Q3 2016	2	$233m	n.a.	n.a.
Q4 2016	2	$237m	n.a.	n.a.
Q1 2017	3	$234m	n.a.	n.a.
Q2 2017	2	$279m	n.a.	n.a.
Q3 2017	2	$342m	n.a.	n.a.
Q4 2017	3	$416m	n.a.	n.a.
Q1 2018	4	$419m	n.a.	n.a.
Q2 2018	7	$423m	n.a.	n.a.
Q3 2018	4	$366m	n.a.	n.a.
Q4 2018	2	$371m	n.a.	n.a.
Q1 2019	2	$358m	n.a.	n.a.
Q2 2019	2	$405m	n.a.	n.a.
Q3 2019	4	$413m	n.a.	n.a.
Q4 2019	4	$346m	n.a.	n.a.
Q1 2020	5	$320m	n.a.	n.a.
Q2 2020	5	$315m	n.a.	n.a.
Q3 2020	6	$277m	n.a.	n.a.
Q4 2020	5	$265m	n.a.	n.a.
Q1 2021	10	$435m	n.a.	n.a.
Q2 2021	8	$283m	n.a.	n.a.
Q3 2021	5	$162m	n.a.	n.a.
Q4 2021	10	$543m	n.a.	n.a.
Q1 2022	9	$556m	n.a.	n.a.
Q2 2022	12	$502m	n.a.	n.a.
Q3 2022	11	$544m	n.a.	n.a.
Q4 2022	9	$389m	n.a.	n.a.
Q1 2023	8	$308m	n.a.	n.a.
Q2 2023	10	$353m	n.a.	n.a.
Q3 2023	11	$382m	n.a.	n.a.
Q4 2023	8	$512m	7	1
Q1 2024	7	$763m	5	5
Q2 2024	8	$1.0bn	7	1
Q3 2024	12	$1.0bn	9	3
Q4 2024	15	$1.3bn	9	6
Q1 2025	18	$1.5bn	13	5
Q2 2025 (split)	16	$2.5bn	2	0
Q3 2025	15	$3.0bn	8	7
Q4 2025	19	$2.9bn	18	19
Q1 2026	17	$3.9bn	19	22
Q2 2026	24	$5.6bn	28	13

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 →

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