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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
31 Mar 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 6 May 2025
Managers listing it
18
at least, of 95 tracked, among listed positions
Comparable managers
95
filed both Q4 2024 and Q1 2025; 13 listed it in both
Shares listed
8,764,782
combined, among listed positions
Reported value
$1.5bn
combined, at the quarter end

Among the 95 comparable managers: 13 buyers (opened or added shares) and 5 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing IBKR in Q1 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

18 of 18 holders

ActionFiling
Egerton Capital UK LLP1,833,969$304m3.50%Trimmed-14,2046 May 2025 (the filing on sec.gov)
Neuberger Berman Group LLC1,220,232$203m0.17%Added+76,50327 Oct 2026 (the filing on sec.gov)
Marshall Wace LLP1,194,907$198m0.25%Added+683,27115 May 2025 (the filing on sec.gov)
Wellington Management Group LLP983,656$163munder 0.1%Trimmed-510,37313 May 2025 (the filing on sec.gov)
Two Sigma Advisers LP848,300$140m0.32%Added+382,40015 May 2025 (the filing on sec.gov)
Renaissance Technologies LLC709,310$117m0.18%Added+104,40014 May 2025 (the filing on sec.gov)
Two Sigma Investments LP671,851$111m0.24%Added+182,67615 May 2025 (the filing on sec.gov)
Millennium Management LLC503,462$83munder 0.1%Addedn.a.15 May 2025 (the filing on sec.gov)
Verition Fund Management LLC200,854$33m0.15%Added+32,22415 May 2025 (the filing on sec.gov)
Soros Fund Management LLC198,157$33m0.49%Trimmed-24,51815 May 2025 (the filing on sec.gov)
Tudor Investment Corp106,525$18m0.06%Addedn.a.15 May 2025 (the filing on sec.gov)
Quantbot Technologies LP83,327$14m0.44%Added+68,22313 May 2025 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC76,305$13m0.08%Trimmed-1,93815 May 2025 (the filing on sec.gov)
Freestone Grove Partners LP60,389$10m0.10%Newnew15 May 2025 (the filing on sec.gov)
Bridgewater Associates LP46,304$7.7munder 0.1%Newnew14 May 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP12,408$2.1munder 0.1%Trimmed-55,20915 May 2025 (the filing on sec.gov)
Caxton Associates LLP8,358$1.4munder 0.1%Added+2,73716 May 2025 (the filing on sec.gov)
Winton Group Ltd6,468$1.1m0.07%Newnew15 May 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2024 to Q1 2025, 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 (3)

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 →