INTERACTIVE BROKERS GRO-CL A (IBKR) Institutional Ownership
IBKR is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $878.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
The largest disclosed holder is Egerton Capital UK, which reported ownership valued at approximately $359.42M in its June 30, 2026 13F filing. Based on current market prices and the latest disclosed share count, Egerton Capital UK's IBKR position is now estimated to be worth approximately $362.69M, representing an estimated gain of +0.91% since the filing period.
Major shareholders tracked on this page include Egerton Capital UK, Bares Capital Management, Viking Global Investors, and other prominent asset managers. Collectively, these investors account for approximately 85% of the total disclosed value among the investors covered in this analysis.
This page tracks institutional ownership trends, hedge fund exposure, portfolio concentration, historical 13F filings, and estimated holding performance to help investors analyze smart money sentiment toward INTERACTIVE BROKERS GRO-CL A (IBKR).
Institutional Ownership Trend
| Portfolio quarter | Institutional holders | Total reported value | Total shares |
|---|---|---|---|
| Q2 2026 | 3 | $405,741,605 | 4,661,553 |
| Q1 2026 | 8 | $1,506,755,591 | 22,461,279 |
| Q4 2025 | 7 | $1,527,355,894 | 23,749,897 |
| Q3 2025 | 8 | $1,749,126,185 | 25,419,651 |
| Q2 2025 | 7 | $1,627,658,277 | 29,374,811 |
| Q1 2025 | 7 | $1,252,310,142 | 7,562,716 |
| Q4 2024 | 7 | $1,373,301,189 | 7,770,361 |
| Q3 2024 | 7 | $1,300,261,968 | 9,330,238 |
| Q2 2024 | 7 | $1,280,431,702 | 10,443,978 |
| Q1 2024 | 7 | $1,167,670,949 | 10,850,800 |
| Q4 2023 | 6 | $619,625,745 | 7,624,925 |
| Q3 2023 | 7 | $654,805,555 | 7,731,792 |
Related IBKR Institutional Insights:
- IBKR Institutional Ownership & Insiders Activity
- IBKR Institutional Ownership & 13F Activity
- IBKR Top Institutional Shareholders
- IBKR Institutional Buying Activity
- IBKR Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- IBKR Insider Trading & SEC Form 4 Activity
- Top Institutional Investor Stock Rankings