Which funds own IBKR
Interactive Brokers Group In in the Q2 2026 filings. At least 10 of the 91 current managers on file reported a position, worth $2.8bn between them. It is among the largest positions of fewer than a fifth of the current managers on file. The quarter went one way: 7 managers opened or added against 3 cutting.
- Managers holding
- 10
- at least, of 91 current
- Combined value
- $2.8bn
- as reported
- Opened
- 2
- new this quarter
- Added to
- 5
- already held
- Trimmed or sold out
- 3
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| Two Sigma Investments LP Quantitative · $138bn book | $726m | 0.5% | 8,340,400 | +$168m+27,429 | Added |
| Wellington Management Group LLP Long-only · $580bn book | $643m | 0.1% | 7,382,141 | -$13m-2,392,651 | Trimmed |
| Viking Global Investors LP Long/short equity · $35.1bn book | $421m | 1.2% | 4,830,748 | +$327m+3,436,419 | Added |
| Neuberger Berman Group LLC Long-only · $150bn book | $401m | 0.3% | 4,601,941 | +$152m+868,893 | Added |
| Egerton Capital UK LLP Long/short equity · $10.4bn book | $359m | 3.5% | 4,129,416 | -$62m-2,145,763 | Trimmed |
| Tudor Investment Corp Macro · $71.9bn book | $65m | 0.1% | 741,915 | +$42m+405,211 | Added |
| Walleye Capital LLC Multi-strategy · $28.0bn book | $63m | 0.2% | 721,389 | +$62m+711,121 | Added |
| Lone Pine Capital LLC Long/short equity · $16.4bn book | $50m | 0.3% | 577,666 | opened577,666 | New |
| Freestone Grove Partners LP Multi-strategy · $15.6bn book | $45m | 0.3% | 518,245 | opened518,245 | New |
| Soros Fund Management LLC Macro · $8.1bn book | $13m | 0.2% | 151,470 | -$30m-493,874 | Trimmed |
Ownership through time
At least 24 of the 95 managers whose filings are on file listed IBKR in Q2 2026, against 2 in Q2 2013. 7 managers more than in Q1 2026: 3 started positions; 7 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2013: 2
- Q3 2013: 2
- Q4 2013: 4
- Q1 2014: 3
- Q2 2014: 2
- Q3 2014: 2
- Q4 2014: 3
- Q1 2015: 1
- Q2 2015: 3
- Q3 2015: 2
- Q4 2015: 2
- Q1 2016: 3
- Q2 2016: 4
- Q3 2016: 2
- Q4 2016: 2
- Q1 2017: 3
- Q2 2017: 2
- Q3 2017: 2
- Q4 2017: 3
- Q1 2018: 4
- Q2 2018: 7
- Q3 2018: 4
- Q4 2018: 2
- Q1 2019: 2
- Q2 2019: 2
- Q3 2019: 4
- Q4 2019: 4
- Q1 2020: 5
- Q2 2020: 5
- Q3 2020: 6
- Q4 2020: 5
- Q1 2021: 10
- Q2 2021: 8
- Q3 2021: 5
- Q4 2021: 10
- Q1 2022: 9
- Q2 2022: 12
- Q3 2022: 11
- Q4 2022: 9
- Q1 2023: 8
- Q2 2023: 10
- Q3 2023: 11
- Q4 2023: 8
- Q1 2024: 7
- Q2 2024: 8
- Q3 2024: 12
- Q4 2024: 15
- Q1 2025: 18
- Q2 2025: 16
- Q3 2025: 15
- Q4 2025: 19
- Q1 2026: 17
- Q2 2026: 24
- Q2 2013: $9.9m
- Q3 2013: $35m
- Q4 2013: $47m
- Q1 2014: $64m
- Q2 2014: $44m
- Q3 2014: $47m
- Q4 2014: $58m
- Q1 2015: $59m
- Q2 2015: $47m
- Q3 2015: $40m
- Q4 2015: $46m
- Q1 2016: $83m
- Q2 2016: $236m
- Q3 2016: $233m
- Q4 2016: $237m
- Q1 2017: $234m
- Q2 2017: $279m
- Q3 2017: $342m
- Q4 2017: $416m
- Q1 2018: $419m
- Q2 2018: $423m
- Q3 2018: $366m
- Q4 2018: $371m
- Q1 2019: $358m
- Q2 2019: $405m
- Q3 2019: $413m
- Q4 2019: $346m
- Q1 2020: $320m
- Q2 2020: $315m
- Q3 2020: $277m
- Q4 2020: $265m
- Q1 2021: $435m
- Q2 2021: $283m
- Q3 2021: $162m
- Q4 2021: $543m
- Q1 2022: $556m
- Q2 2022: $502m
- Q3 2022: $544m
- Q4 2022: $389m
- Q1 2023: $308m
- Q2 2023: $353m
- Q3 2023: $382m
- Q4 2023: $512m
- Q1 2024: $763m
- Q2 2024: $1.0bn
- Q3 2024: $1.0bn
- Q4 2024: $1.3bn
- Q1 2025: $1.5bn
- Q2 2025: $2.5bn
- Q3 2025: $3.0bn
- Q4 2025: $2.9bn
- Q1 2026: $3.9bn
- Q2 2026: $5.6bn
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Viking Global Investors LP1,394,329 to 4,830,748 shares+$299m
- Neuberger Berman Group LLC3,733,048 to 4,601,941 shares+$76m
- Lone Pine Capital LLCnew: 577,666 shares+$50m
- Freestone Grove Partners LPnew: 518,245 shares+$45m
- Tudor Investment Corp336,704 to 741,915 shares+$35m
Largest decreases, by shares
- Wellington Management Group LLP9,774,792 to 7,382,141 shares-$208m
- Egerton Capital UK LLP6,275,179 to 4,129,416 shares-$187m
- Fidelity (FMR LLC)12,501,284 to 11,828,151 shares-$59m
- Soros Fund Management LLC645,344 to 151,470 shares-$43m
- Marshall Wace LLP877,766 to 414,093 shares-$40m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Fidelity (FMR LLC) | Q1 2026 | $1.0bn | $1.0bn | |
| Invesco Ltd | Q2 2025 | $845m | $845m | |
| Two Sigma Investments LP | Q3 2022 | $726m | $726m | |
| Wellington Management Group LLP | Q4 2024 | $750m | $643m | |
| Viking Global Investors LP | Q1 2026 | $420m | $420m | |
| Neuberger Berman Group LLC | Q3 2023 | $401m | $401m | |
| Egerton Capital UK LLP | Q1 2024 | $471m | $359m | |
| Jane Street Group LLC | Q2 2026 | $292m | $292m | |
| Capital World Investors | Q1 2026 | $283m | $283m | |
| D. E. Shaw & Co. | Q4 2021 | $139m | $139m | |
| Squarepoint Ops LLC | Q3 2015 | $84m | $84m | |
| Point72 Asset Management LP | Q4 2014 | $75m | $75m | |
| Tudor Investment Corp | Q4 2013 | $65m | $65m | |
| Walleye Capital LLC | Q4 2021 | $63m | $63m | |
| Lone Pine Capital LLC | Q2 2026 | $50m | $50m | |
| Baillie Gifford & Co | Q1 2016 | $415m | last listed Q1 2021 | |
| Two Sigma Advisers LP | Q3 2024 | $296m | last listed Q4 2025 | |
| Millennium Management LLC | Q1 2014 | $133m | last listed Q1 2025 | |
| Renaissance Technologies LLC | Q1 2021 | $117m | last listed Q1 2026 | |
| Ruane Cunniff & Goldfarb LP | Q2 2013 | $77m | last listed Q4 2017 | |
| Bridgewater Associates LP | Q1 2022 | $74m | last listed Q1 2026 | |
| Balyasny Asset Management LLC | Q3 2019 | $50m | last listed Q4 2023 | |
| Schonfeld Strategic Advisors LLC | Q1 2017 | $41m | last listed Q4 2025 | |
| Verition Fund Management LLC | Q2 2022 | $33m | last listed Q2 2025 | |
| Winton Group Ltd | Q4 2019 | $22m | last listed Q4 2025 |
What IBKR is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around IBKR →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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