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IBKR — INTERACTIVE BROKERS GROUP IN

Reported value held$17.13B
Funds holding (latest)54
SectorFinancials

Index member: S&P 500

Funds holding (Q2 2026)50
Institutional value$13.76B · 159.53M sh
New / Add / Cut / Exit4 / 25 / 19 / 1
Top-5 / Top-10 concentration46.6% / 65.6%
Institutional holdings change Accumulating +6.2% (+9.29M sh)
Institutional value change Up +37.6%

As of Q2 2026, 50 SEC-registered investment managers reported holding IBKR (INTERACTIVE BROKERS GROUP IN) in their latest 13F filings, with a combined reported value of $13.76B across 159.53M shares. That is +6.2% by share count (+9.29M shares) versus the previous quarter, while reported value moved +37.6%. Ownership is concentrated: the five largest holders account for 46.6% of reported value and the top ten for 65.6%.

Compared with the prior quarter, 4 opened new positions, 25 added to existing stakes, 19 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

IBKR is a constituent of the S&P 500 and is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
Vanguard Group history Q4 2025 52.25M $3.36B 0.05% Reduce
BlackRock Inc history Q2 2026 33.13M $2.88B 0.04% Add
Fidelity Management & Research (FMR) history Q2 2026 11.83M $1.03B 0.05% Reduce
Geode Capital Management history Q2 2026 10.64M $925.47M 0.05% Add
Invesco Ltd history Q2 2026 9.71M $845.07M 0.07% Add
Two Sigma Investments history Q2 2026 8.40M $731.02M 0.57% Hold
Wellington Management Group history Q2 2026 7.38M $642.54M 0.12% Reduce
Norges Bank Investment Management history Q2 2026 6.33M $551.33M 0.06% Reduce
Bank of America Corp history Q2 2026 5.95M $518.24M 0.04% Reduce
JPMorgan Chase & Co history Q2 2026 5.19M $457.54M 0.05% New
Morgan Stanley history Q2 2026 5.15M $447.93M 0.03% Add
Viking Global Investors history Q2 2026 4.83M $420.47M 1.22% Add
Baron Funds history Q2 2026 4.81M $418.42M 1.00% Add
Goldman Sachs Group history Q2 2026 4.16M $361.81M 0.03% Add
Charles Schwab Investment Management history Q2 2026 3.84M $334.11M 0.04% Add
UBS Group AG history Q2 2026 3.64M $317.21M 0.04% Add
Northern Trust Corp history Q2 2026 3.61M $313.84M 0.04% Add
Capital World Investors history Q2 2026 3.26M $283.35M 0.04% Add
Citadel Advisors history Q2 2026 2.49M $217.02M 0.03% Add
BNY Mellon history Q2 2026 2.42M $210.64M 0.04% Add

View all 54 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 9.57M 10.33M 10.41M 40.24M 30.97M 31.68M 31.38M 33.13M
Fidelity Management & Research (FMR) 45.37K 114.48K 150.91K 145.63K 212.84K 191.32K 426.08K 568.96K 1.77M 1.78M 742.89K 975.41K 1.09M 1.28M 1.25M 6.68M 6.23M 4.81M 12.50M 11.83M
Geode Capital Management 1.07M 1.12M 1.16M 1.20M 1.35M 1.39M 1.44M 1.53M 1.60M 1.67M 1.87M 1.96M 2.07M 2.26M 2.30M 6.68M 10.34M 10.20M 10.44M 10.64M
Invesco Ltd 206.02K 125.15K 135.69K 180.55K 221.76K 301.36K 167.67K 169.55K 567.28K 559.05K 481.28K 471.01K 551.12K 765.96K 1.12M 5.44M 5.75M 8.29M 9.65M 9.71M
Two Sigma Investments — — — — 185.77K 53.48K 19.80K 19.80K 19.80K 47.80K — 59.05K 110.19K 489.18K 671.85K 3.02M 3.58M 3.57M 8.40M 8.40M
Wellington Management Group — — — 14.05K 9.70K 15.15K 8.94K 22.00K 22.08K 49.97K 40.43K 50.73K 17.89K 1.49M 983.66K 9.27M 10.90M 8.28M 9.77M 7.38M
Norges Bank Investment Management — — — — — 1.35M — — — 1.18M — 1.65M — 1.30M — 5.14M — 7.05M — 6.33M
Bank of America Corp 102.84K 105.45K 88.05K 84.49K 104.47K 1.47M 1.86M 2.00M 1.97M 693.37K 1.01M 1.18M 1.22M 2.34M 2.37M 7.59M 7.63M 6.67M 6.23M 5.95M
JPMorgan Chase & Co 118.52K 120.35K 160.66K 186.66K 182.11K 193.69K 89.71K 369.58K 292.53K 1.39M 3.70M 4.01M 4.02M 3.99M 3.10M 10.15M 9.05M 7.44M — 5.19M
Morgan Stanley 204.39K 89.75K 868.30K 326.32K 276.07K 387.69K 462.65K 746.48K 837.50K 979.62K 1.83M 1.42M 1.40M 1.30M 1.12M 4.62M 4.06M 4.52M 4.77M 5.15M
Viking Global Investors — — — — — — — — — — — — — — — — — — 1.39M 4.83M
Baron Funds — — — — — — 207.00K 416.72K 555.82K 737.53K 764.97K 784.97K 912.61K 913.97K 913.97K 4.20M 4.61M 4.64M 4.05M 4.81M
Goldman Sachs Group 878.57K 733.52K 309.59K 549.89K 512.09K 337.43K 321.43K 250.61K 426.71K 951.21K 218.18K 215.29K 290.46K 397.71K 597.18K 1.31M 1.63M 2.52M 3.22M 4.16M
Charles Schwab Investment Management 488.35K 508.09K 525.74K 527.83K 897.09K 925.15K 927.45K 947.55K 723.96K 840.85K 770.82K 782.23K 799.42K 818.20K 844.79K 3.31M 3.30M 3.38M 3.59M 3.84M
UBS Group AG 146.80K 54.88K 39.58K 79.68K 4.51K 31.99K 42.90K 66.55K 25.80K 73.47K 67.65K 216.50K 306.79K 403.90K 401.22K 2.15M 1.55M 2.62M 2.51M 3.64M
Northern Trust Corp 675.38K 660.55K 652.74K 660.65K 728.49K 729.25K 733.67K 728.53K 733.70K 765.25K 681.62K 773.54K 763.99K 876.49K 952.77K 3.69M 3.56M 3.52M 3.56M 3.61M
Capital World Investors — — — — — — — — — — — — — — — — — — 3.03M 3.26M
Citadel Advisors 1.04M 1.87M 931.26K 303.86K 225.10K 402.90K 938.89K 142.13K 385.20K 1.19M 560.42K 567.03K 480.70K 1.03M 1.30M 3.18M 3.29M 2.89M 1.91M 2.49M
BNY Mellon 812.41K 797.85K 805.51K 807.38K 907.58K 959.38K 979.67K 974.25K 985.59K 966.03K 980.14K 928.27K 839.39K 752.43K 885.35K 3.23M 2.48M 2.53M 2.28M 2.42M
Legal & General Investment Management America 130.47K 138.83K 170.50K 193.73K 213.59K 228.62K 236.32K 259.83K 267.85K 256.96K 267.70K 331.57K 375.68K 342.61K 420.06K 1.76M 1.85M 2.10M 2.51M 2.29M

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