IBKR Institutional Ownership & Shareholders
INTERACTIVE BROKERS GRO-CL A (IBKR) is currently held by 1,111 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $32.24B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of IBKR tracked by InsiderSet, reporting ownership valued at approximately $2.88B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.48B, representing an estimated loss of -14.03% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 39% of the total disclosed IBKR value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in INTERACTIVE BROKERS GRO-CL A (IBKR).
This page ranks the largest institutional IBKR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1,111
Total Reported Value
$32.24B
Largest Holder
Blackrock, Inc.
Largest Position
$2.88B
Insider Transactions (90d)
4
Latest Filing Quarter
Q2 2026
New Institutional Positions
33
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.04% | 33,129,663 | $2,883,605,830 | $2,479,092,682 | -$404,513,148 | -14.03% | |
| Vanguard Capital Management Llc | 0.05% | 28,349,920 | $2,467,577,037 | $2,121,424,514 | -$346,152,523 | -14.03% | |
| State Street Corp | 0.05% | 19,437,767 | $1,691,863,240 | $1,454,528,105 | -$237,335,135 | -14.03% | |
| Fmr Llc | 0.04% | 11,828,151 | $1,029,522,215 | $885,100,539 | -$144,421,676 | -14.03% | |
| Geode Capital Management, Llc | 0.05% | 10,641,906 | $925,466,304 | $796,333,826 | -$129,132,478 | -13.95% | |
| Invesco Ltd. | 0.07% | 9,708,980 | $845,069,618 | $726,522,973 | -$118,546,645 | -14.03% | |
| Vanguard Portfolio Management Llc | 0.03% | 8,724,292 | $759,362,376 | $652,838,770 | -$106,523,606 | -14.03% | |
| Two Sigma Investments, Lp | 0.55% | 8,340,400 | $725,948,416 | $624,112,132 | -$101,836,284 | -14.03% | |
| Wellington Management Group Llp | 0.11% | 7,382,141 | $642,541,553 | $552,405,611 | -$90,135,942 | -14.03% | |
| Kayne Anderson Rudnick Investment Management Llc | 1.72% | 6,365,531 | $554,055,840 | $476,332,685 | -$77,723,155 | -14.03% | |
| Norges Bank | 0.05% | 6,334,173 | $551,326,418 | $473,986,166 | -$77,340,252 | -14.03% | |
| Orbis Allan Gray Ltd | 1.82% | 6,069,270 | $528,269,261 | $454,163,474 | -$74,105,787 | -14.03% | |
| London & Capital Asset Management Ltd | 4.77% | 5,975,636 | $520,149,240 | $447,156,842 | -$72,992,398 | -14.03% | |
| Bank Of America Corp | 0.03% | 5,954,055 | $518,240,919 | $445,541,936 | -$72,698,983 | -14.03% | |
| American Century Companies Inc | 0.21% | 5,583,028 | $485,946,757 | $417,777,985 | -$68,168,772 | -14.03% | |
| Ninety One Uk Ltd | 1.02% | 5,258,689 | $457,716,269 | $393,507,698 | -$64,208,571 | -14.03% | |
| Jpmorgan Chase & Co | 0.03% | 5,187,549 | $457,541,859 | $388,184,292 | -$69,357,567 | -15.16% | |
| Morgan Stanley | 0.02% | 5,146,242 | $447,929,176 | $385,093,289 | -$62,835,887 | -14.03% | |
| Viking Global Investors | Ole Andreas Halvorsen | 1.20% | 4,830,748 | $420,468,306 | $361,484,873 | -$58,983,433 | -14.03% |
| Bamco Inc | 0.63% | 4,807,214 | $418,419,907 | $359,723,824 | -$58,696,083 | -14.03% | |
| 1832 Asset Management L.P. | 0.46% | 4,340,899 | $377,831,849 | $324,829,472 | -$53,002,377 | -14.03% | |
| Goldman Sachs Group Inc | 0.04% | 4,156,847 | $361,811,940 | $311,056,861 | -$50,755,079 | -14.03% | |
| Bessemer Group Inc | 0.46% | 3,874,453 | $337,233,000 | $289,925,318 | -$47,307,682 | -14.03% | |
| Charles Schwab Investment Management Inc | 0.04% | 3,838,547 | $334,107,131 | $287,238,472 | -$46,868,659 | -14.03% | |
| Td Asset Management Inc | 0.28% | 3,651,927 | $317,863,726 | $273,273,697 | -$44,590,029 | -14.03% | |
| Northern Trust Corp | 0.04% | 3,605,708 | $313,840,825 | $269,815,130 | -$44,025,695 | -14.03% | |
| Neuberger Berman Group Llc | 0.22% | 4,616,728 | $297,250,463 | $345,469,756 | +$48,219,293 | +16.22% | |
| Ubs Group Ag | 0.05% | 3,406,122 | $296,468,859 | $254,880,109 | -$41,588,750 | -14.03% | |
| Jacobs Levy Equity Management, Inc | 1.06% | 3,399,433 | $295,886,648 | $254,379,571 | -$41,507,077 | -14.03% | |
| Jane Street Group, Llc | 0.19% | 3,350,116 | $291,594,097 | $250,689,180 | -$40,904,917 | -14.03% | |
| Capital World Investors | 0.03% | 3,255,412 | $283,351,060 | $243,602,480 | -$39,748,580 | -14.03% | |
| Egerton Capital UK | John Armitage | 2.75% | 3,160,704 | $269,987,336 | $236,515,480 | -$33,471,856 | -12.40% |
| Barclays Plc | 0.07% | 2,618,674 | $227,929,382 | $195,955,375 | -$31,974,007 | -14.03% | |
| Vanguard Fiduciary Trust Co | 0.05% | 2,505,131 | $218,046,602 | $187,458,953 | -$30,587,649 | -14.03% | |
| Bank Of New York Mellon Corp | 0.03% | 2,420,031 | $210,639,473 | $181,090,920 | -$29,548,553 | -14.03% | |
| Legal & General Group Plc | 0.04% | 2,286,593 | $199,025,056 | $171,105,754 | -$27,919,302 | -14.03% | |
| Wells Fargo & Company/Mn | 0.03% | 2,273,543 | $197,889,180 | $170,129,223 | -$27,759,957 | -14.03% | |
| Progeny 3, Inc. | 9.86% | 2,195,640 | $191,108,506 | $164,299,741 | -$26,808,765 | -14.03% | |
| First Trust Advisors Lp | 0.11% | 2,106,272 | $183,329,846 | $157,612,334 | -$25,717,512 | -14.03% | |
| Deutsche Bank Ag\ | 0.05% | 2,074,666 | $180,578,928 | $155,247,257 | -$25,331,671 | -14.03% | |
| Raymond James Financial Inc | 0.04% | 1,695,198 | $147,550,077 | $126,851,666 | -$20,698,411 | -14.03% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.03% | 2,125,652 | $142,567,479 | $159,062,539 | +$16,495,060 | +11.57% | |
| Hrt Financial Lp | 0.26% | 1,633,365 | $142,168,000 | $122,224,703 | -$19,943,297 | -14.03% | |
| Bares Capital Management | Brian Bares | 13.08% | 2,060,589 | $141,789,129 | $154,193,875 | +$12,404,746 | +8.75% |
| D. E. Shaw & Co., Inc. | 0.09% | 1,602,534 | $139,484,559 | $119,917,619 | -$19,566,940 | -14.03% | |
| Fil Ltd | 0.10% | 1,581,220 | $137,629,389 | $118,322,693 | -$19,306,696 | -14.03% | |
| Price T Rowe Associates Inc | 0.01% | 1,504,030 | $130,912,000 | $112,546,565 | -$18,365,435 | -14.03% | |
| Congress Asset Management Co | 0.83% | 1,502,435 | $128,338,006 | $112,427,211 | -$15,910,795 | -12.40% | |
| Lord, Abbett & Co. Llc | 0.37% | 1,471,381 | $128,069,000 | $110,103,440 | -$17,965,560 | -14.03% | |
| Royal Bank Of Canada | 0.02% | 1,462,963 | $127,336,000 | $109,473,521 | -$17,862,479 | -14.03% |
Frequently asked questions about IBKR
Who are the largest institutional holders of IBKR?
The largest institutional holders of IBKR reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Capital Management Llc, State Street Corp, Fmr Llc, and Geode Capital Management, Llc. InsiderSet ranks institutional holders by their latest reported IBKR position.
What is IBKR institutional ownership?
This page tracks IBKR positions reported by institutional investment managers through SEC Form 13F. INTERACTIVE BROKERS GRO-CL A (IBKR) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBKR?
InsiderSet currently tracks 1,111 institutional managers reporting IBKR holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBKR shareholders.
How much IBKR stock do institutions own?
Institutional investment managers disclosed approximately $32.24B in IBKR holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBKR institutional ownership last updated?
The latest IBKR institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBKR holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBKR position after the reporting date.
Are institutions buying or selling IBKR?
Institutional buying and selling can be analyzed by comparing IBKR positions across consecutive 13F reporting periods. InsiderSet's IBKR Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBKR ownership changes.
How has IBKR institutional ownership changed over time?
InsiderSet tracks IBKR institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.