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IBKR in the 13F filings

Interactive Brokers Group Inc · CUSIP 45841N107

Sector · Other financial servicesTheme · Financial services· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
30 Jun 2026
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 21 Jul 2026
Managers listing it
40
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q1 2026 and Q2 2026; 17 listed it in both
Shares listed
70,106,119
combined, among listed positions
Reported value
$6.1bn
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: 28 buyers (opened or added shares) and 13 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +5,669,066.

Managers listing IBKR in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

40 of 40 holders

ActionFiling
Fidelity (FMR LLC)11,828,151$1.0bnunder 0.1%Trimmed-673,13313 Aug 2026 (the filing on sec.gov)
Invesco Ltd9,708,980$845m0.07%Added+61,81214 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP8,340,400$726m0.53%Added+27,42914 Aug 2026 (the filing on sec.gov)
Wellington Management Group LLP7,382,141$643m0.11%Trimmed-2,392,65114 Aug 2026 (the filing on sec.gov)
Viking Global Investors LP4,830,748$420m1.20%Added+3,436,41914 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC4,601,941$401m0.27%Added+868,89327 Oct 2026 (the filing on sec.gov)
Egerton Capital UK LLP4,129,416$359m3.47%Trimmed-2,145,76321 Jul 2026 (the filing on sec.gov)
Jane Street Group LLC3,350,116$292munder 0.1%Added+1,582,33814 Aug 2026 (the filing on sec.gov)
Capital World Investors3,255,412$283munder 0.1%Added+224,49212 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.1,602,534$139m0.07%Added+1,111,02614 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,504,030$131munder 0.1%Added+414,28614 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC1,081,743$94munder 0.1%Added+345,4702 Sep 2026 (the filing on sec.gov)
Squarepoint Ops LLC964,391$84m0.09%Added+648,55714 Aug 2026 (the filing on sec.gov)
Point72 Asset Management LP867,084$75m0.08%Added+805,39214 Aug 2026 (the filing on sec.gov)
Millennium Management LLC772,059$67munder 0.1%Added+186,25914 Aug 2026 (the filing on sec.gov)
Tudor Investment Corp741,915$65m0.09%Added+405,21114 Aug 2026 (the filing on sec.gov)
Walleye Capital LLC721,389$63m0.22%Added+711,1213 Aug 2026 (the filing on sec.gov)
Lone Pine Capital LLC577,666$50m0.31%Newnew14 Aug 2026 (the filing on sec.gov)
Freestone Grove Partners LP518,245$45m0.29%Newnew14 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP414,093$36munder 0.1%Trimmed-463,67313 Aug 2026 (the filing on sec.gov)
MFS Investment Management380,922$33munder 0.1%Added+14,8563 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP481,847$32munder 0.1%Added+26,87714 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP312,704$27munder 0.1%Added+28,71114 Aug 2026 (the filing on sec.gov)
Holocene Advisors LP278,592$24m0.05%Added+259,92914 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC274,516$24munder 0.1%Newnew14 Aug 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

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 (1)

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 →