Who owns IBKR
968 institutions reported holding IBKR for 2026Q1, together 84% of the company, more than the 953 a quarter earlier.
968
Institutions reporting a position · as of 2026Q1 · up from 953 the quarter before
- Shares held by institutions
- 377.7M
Shares held by institutions · 84% of the company · long US equity positions only, as reported on Form 13F
- Reported value
- $25.3B
Reported value · at 2026-03-31 prices, not today's
- Top 5 holders
- 27%
Top 5 holders · of the whole company, between five filers
Details›
- Reporting quarter2026-03-31
- 2026Q1
- Quarters on record
- 52
- New positions
- 130
- Positions exited
- 119
- Added to
- 363
- Reduced
- 293
- Top 10 holdersof the company
- 38%
| Quarter | Filers | Shares | Reported value |
|---|---|---|---|
| 2026Q1 | 968 | 377.7M | $25.3B |
| 2025Q4 | 953 | 383.0M | $24.6B |
| 2025Q3 | 891 | 378.0M | $26.0B |
| 2025Q2 | 785 | 374.6M | $20.8B |
| 2025Q1 | 729 | 94.2M | $15.6B |
| 2024Q4 | 698 | 93.2M | $16.5B |
| 2024Q3 | 576 | 92.5M | $12.9B |
| 2024Q2 | 541 | 93.0M | $11.4B |
| 2024Q1 | 485 | 94.3M | $10.5B |
| 2023Q4 | 449 | 92.9M | $7.70B |
| 2023Q3 | 427 | 92.8M | $8.04B |
| 2023Q2 | 413 | 91.3M | $7.59B |
| 2023Q1 | 419 | 91.7M | $7.57B |
| 2022Q4 | 393 | 92.1M | $6.68B |
| 2022Q3 | 334 | 92.0M | $5.88B |
| 2022Q2 | 337 | 86.4M | $4.75B |
| Holder | Shares | % of company | Value |
|---|---|---|---|
| VANGUARD GROUP INC | 47.6M | 11% | $3.19B |
| BlackRock Inc. | 31.4M | 7.0% | $2.10B |
| STATE STREET CORP | 19.1M | 4.3% | $1.28B |
| FMR LLC | 12.5M | 2.8% | $838M |
| CANTILLON CAPITAL MANAGEMENT LLC | 11.2M | 2.5% | $754M |
| GEODE CAPITAL MANAGEMENT LLC | 10.4M | 2.3% | $700M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.0M | 2.2% | $672M |
| Greenwich Wealth Management LLC | 9.9M | 2.2% | $666M |
| WELLINGTON MANAGEMENT GROUP LLP | 9.8M | 2.2% | $656M |
| Invesco Ltd. | 9.6M | 2.2% | $647M |
SEC Form 13F data sets (DERA bulk files). 13F is quarterly, filed up to 45 days late, and covers long US equity positions only, no shorts, no derivatives, nothing held below the reporting threshold.
reading the register…