INTERACTIVE BROKERS GRO-CL A IBKR
$91.33
-2.1% 52w: $50.35 – $96.82
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data50.3573.5896.82
Jun 20, 2025 Jul 2, 2026
Institutional holders
992
+17 QoQ
13F value
$25.44B
+2.4% QoQ
Smart-money holders
80
signal tier ≥ 2
New smart buyers
11
Q1 2026
Options barometer
1.4×
$305.2M calls / $223.5M puts
Institutional value by quarter
Number of holders
Who owns IBKR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 31.4M | $2.10B | 0.0% | -1.0% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 28.2M | $1.89B | 0.0% | — |
| STATE STREET CORP | Index provider | 19.1M | $1.28B | 0.0% | +1.4% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 15.0M | $1.01B | 0.1% | — |
| FMR LLC | Long only active | 12.5M | $838.5M | 0.0% | +159.9% |
| Cantillon Capital Management LLC ★2 | Fundamental diversified | 11.2M | $754.3M | 5.0% | -11.9% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 10.4M | $699.5M | 0.0% | +2.4% |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | Other | 10.0M | $671.8M | 2.0% | -10.6% |
| Greenwich Wealth Management LLC | Other | 9.9M | $665.6M | 27.2% | +8.0% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 9.8M | $655.6M | 0.1% | +18.0% |
| Invesco Ltd. | Index provider | 9.6M | $647.0M | 0.1% | +16.4% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 8.3M | $557.6M | 0.5% | +135.7% |
| JPMORGAN CHASE & CO | Bank broker | 6.7M | $428.2M | 0.0% | -9.6% |
| Egerton Capital (UK) LLP ★3 | Fundamental concentrated | 6.3M | $420.9M | 4.7% | -9.6% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 6.2M | $417.9M | 0.0% | -6.6% |
| Orbis Allan Gray Ltd ★2 | Fundamental diversified | 6.1M | $410.3M | 1.7% | -34.0% |
| London & Capital Asset Management Ltd ★2 | Fundamental diversified | 5.9M | $396.7M | 4.3% | +0.9% |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 5.7M | $385.3M | 0.2% | -0.3% |
| MORGAN STANLEY | Bank broker | 4.8M | $319.6M | 0.0% | +5.4% |
| 1832 Asset Management L.P. | Other | 4.5M | $298.7M | 0.4% | -11.4% |
| BAMCO INC /NY/ | Other | 4.0M | $271.5M | 0.8% | -12.8% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | Other | 3.9M | $263.7M | 1.1% | -18.3% |
| BESSEMER GROUP INC | Diversified mechanical | 3.9M | $263.1M | 0.4% | +156.0% |
| NEUBERGER BERMAN GROUP LLC | Diversified mechanical | 3.7M | $249.4M | 0.2% | -19.1% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.6M | $241.0M | 0.0% | +6.2% |
| NORTHERN TRUST CORP | Index provider | 3.6M | $238.9M | 0.0% | +1.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.2M | $216.1M | 0.0% | +27.9% |
| Capital World Investors | Long only active | 3.0M | $203.3M | 0.0% | New |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.9M | $193.8M | 0.0% | -7.7% |
| Legal & General Group Plc | Diversified mechanical | 2.5M | $168.1M | 0.0% | +19.1% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 2.5M | $167.0M | 0.0% | — |
| TD Asset Management Inc | Diversified mechanical | 2.5M | $165.6M | 0.1% | +3.6% |
| Amundi | Diversified mechanical | 2.4M | $163.2M | 0.0% | +62.4% |
| FIRST TRUST ADVISORS LP | Index provider | 2.3M | $154.2M | 0.1% | -12.8% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.3M | $153.1M | 0.0% | -9.8% |
| BARCLAYS PLC | Bank broker | 2.3M | $152.0M | 0.1% | +34.2% |
| UBS Group AG | Bank broker | 2.3M | $151.8M | 0.0% | -6.2% |
| Progeny 3, Inc. ★3 | Fundamental concentrated | 2.2M | $147.3M | 7.9% | +3.1% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 2.1M | $142.6M | 0.0% | +6.4% |
| KBC Group NV | Diversified mechanical | 2.1M | $141.9M | 0.4% | +0.4% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.8M | $119.1M | 0.0% | -7.5% |
| JANE STREET GROUP, LLC | Market maker | 1.8M | $118.6M | 0.1% | +162.8% |
| ROYAL BANK OF CANADA | Bank broker | 1.7M | $112.8M | 0.0% | -21.2% |
| FIL Ltd | Other | 1.5M | $101.4M | 0.1% | +3.6% |
| Ensign Peak Advisors, Inc | Diversified mechanical | 1.5M | $99.1M | 0.2% | -11.1% |
| LORD, ABBETT & CO. LLC | Other | 1.5M | $98.2M | 0.3% | +958.9% |
| TimesSquare Capital Management, LLC | Other | 1.5M | $97.3M | 1.7% | -0.5% |
| VIKING GLOBAL INVESTORS LP ★2 | Fundamental diversified | 1.4M | $93.5M | 0.3% | New |
| Robeco Institutional Asset Management B.V. | Other | 1.3M | $89.0M | 0.1% | -4.3% |
| Ancient Art, L.P. ★3 | Fundamental concentrated | 1.3M | $86.2M | 18.8% | -21.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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