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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 Dec 2025
the date the book describes
Filed
27 Oct 2026
latest of these filings; the earliest 22 Jan 2026
Managers listing it
37
at least, of 95 tracked, among listed positions
Comparable managers
92
filed both Q3 2025 and Q4 2025; 15 listed it in both
Shares listed
53,848,251
combined, among listed positions
Reported value
$3.5bn
combined, at the quarter end

Among the 92 comparable managers: 18 buyers (opened or added shares) and 19 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -18,174.

Managers listing IBKR in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

37 of 37 holders

ActionFiling
Invesco Ltd8,288,379$533m0.05%Added+2,534,77219 Feb 2026 (the filing on sec.gov)
Wellington Management Group LLP8,284,218$533m0.09%Trimmed-2,616,95317 Feb 2026 (the filing on sec.gov)
Egerton Capital UK LLP6,939,581$446m4.85%Added+685,44711 Feb 2026 (the filing on sec.gov)
Fidelity (FMR LLC)4,809,195$309munder 0.1%Trimmed-1,419,28917 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC4,616,728$297m0.22%Trimmed-223,80527 Oct 2026 (the filing on sec.gov)
Two Sigma Advisers LP4,597,600$296m0.57%Added+404,80017 Feb 2026 (the filing on sec.gov)
Two Sigma Investments LP3,526,821$227m0.32%Trimmed-48,63217 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP3,204,247$206m0.19%Trimmed-280,30413 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc1,029,793$66munder 0.1%Added+77,02717 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC1,023,159$66m0.07%Trimmed-112,09613 Feb 2026 (the filing on sec.gov)
Millennium Management LLC868,451$56munder 0.1%Added+93,10517 Feb 2026 (the filing on sec.gov)
Soros Fund Management LLC771,480$50m0.57%Trimmed-812,57713 Feb 2026 (the filing on sec.gov)
Jane Street Group LLC672,569$43munder 0.1%Added+643,09512 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC650,534$42munder 0.1%Trimmed-126,29217 Feb 2026 (the filing on sec.gov)
Renaissance Technologies LLC616,395$40m0.06%Trimmed-347,24512 Feb 2026 (the filing on sec.gov)
Tudor Investment Corp551,744$35m0.07%Newnew17 Feb 2026 (the filing on sec.gov)
MFS Investment Management489,748$31munder 0.1%Added+431,97022 Jan 2026 (the filing on sec.gov)
Bridgewater Associates LP488,940$31m0.11%Trimmed-93,83013 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP486,821$31munder 0.1%Trimmed-12,58917 Feb 2026 (the filing on sec.gov)
Voloridge Investment Management LLC469,168$30m0.11%Newnew17 Feb 2026 (the filing on sec.gov)
Schonfeld Strategic Advisors LLC380,424$24m0.11%Added+341,53517 Feb 2026 (the filing on sec.gov)
Man Group PLC321,872$21munder 0.1%Added+181,65717 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP145,243$9.3m0.31%Added+88,75410 Feb 2026 (the filing on sec.gov)
Moore Capital Management LP100,959$6.5m0.09%Added+78,04917 Feb 2026 (the filing on sec.gov)
Walleye Capital LLC96,707$6.2munder 0.1%Added+2,77113 Feb 2026 (the filing on sec.gov)
Page 1 of 2

Largest increases and reductions, by shares

Q3 2025 to Q4 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 (4)

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 →