Security record
IBKR
Interactive Brokers Group, Inc. · Financial Services · Investment - Banking & Investment Services
173Tracked holders
+9Δ holders
286.65MShares held
$24.96BReported value
+10New positions
−0Exits
Momentum inputs (comparable managers):
holder breadth +5.5% ·
share flow +6.4% ·
net new positions +5.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 173 | +9 | 286.65M | $24.96B | +10 | — |
| Q1 2026 | 166 | +1 | 263.90M | $17.67B | +5 | −5 |
| Q4 2025 | 164 | 0 | 283.24M | $18.22B | +1 | — |
| Q3 2025 | 23 | +2 | 167.25M | $11.51B | +2 | −1 |
| Q2 2025 | 19 | -1 | 140.59M | $7.79B | — | −1 |
| Q1 2025 | 17 | 0 | 12.58M | $2.08B | +1 | −1 |
| Q4 2024 | 17 | +1 | 11.35M | $2.00B | +2 | −1 |
| Q3 2024 | 15 | 0 | 6.58M | $916.95M | — | — |
| Q2 2024 | 15 | — | 8.18M | $1.00B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 33.13M | +5.6% | $2.88B | 0.0% | ▲ Add | 5 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 28.35M | +0.6% | $2.47B | 0.1% | ▲ Add | 2 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 19.44M | +1.8% | $1.69B | 0.1% | ▲ Add | 7 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 11.83M | -5.4% | $1.03B | 0.0% | ▼ Trim | 5 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (passive) | 10.64M | +1.9% | $925.47M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 6 | Invesco Ltd. | 9.71M | +0.6% | $845.07M | 0.1% | ▲ Add | 3 | SEC ↗ ×11 |
| 7 | Two Sigma Investments ✦ | 8.34M | +0.3% | $725.95M | 0.6% | ▲ Add | 9 | SEC ↗ |
| 8 | Wellington Management ✦ | 7.38M | -24.5% | $642.54M | 0.1% | ▼ Trim | 9 | SEC ↗ ×9 |
| 9 | Kayne Anderson Rudnick Investment… | 6.37M | -36.5% | $554.06M | 1.7% | ▼ Trim | 3 | SEC ↗ ×2 |
| 10 | Norges Bank ✦ (passive) | 6.33M | New | $551.33M | 0.1% | New | 1 | SEC ↗ |
| 11 | Bank Of America Corp /De/ | 5.95M | -4.4% | $518.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 12 | American Century Companies Inc | 5.58M | -2.8% | $485.95M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 13 | Ninety One UK Ltd | 5.26M | New | $457.72M | 1.0% | New | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 5.19M | -22.9% | $457.54M | 0.0% | ▼ Trim | 4 | SEC ↗ ×16 |
| 15 | Morgan Stanley ✦ | 5.15M | +8.0% | $447.93M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 16 | Viking Global Investors ✦ | 4.83M | +246.5% | $420.47M | 1.2% | ▲ Add | 2 | SEC ↗ |
| 17 | Bamco Inc /Ny/ | 4.81M | +18.8% | $418.42M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 18 | Neuberger Berman Group LLC | 4.60M | +23.3% | $401.33M | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 19 | 1832 Asset Management L.P. | 4.34M | -2.5% | $377.83M | 0.5% | ▼ Trim | 3 | SEC ↗ |
| 20 | Goldman Sachs Group ✦ | 4.16M | +29.0% | $361.81M | 0.0% | ▲ Add | 4 | SEC ↗ ×4 |
| 21 | Charles Schwab Investment… | 3.84M | +6.8% | $334.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 22 | Td Asset Management Inc | 3.65M | +47.9% | $317.86M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 23 | Northern Trust Corp | 3.61M | +1.2% | $313.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 24 | UBS Group AG | 3.41M | +50.5% | $296.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×8 |
| 25 | Jane Street Group, Llc | 3.35M | +89.5% | $291.59M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 26 | Capital World Investors ✦ | 3.26M | +7.4% | $283.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 27 | Barclays Plc | 2.62M | +15.5% | $227.93M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 28 | Bank of New York Mellon Corp | 2.42M | +6.0% | $210.64M | 0.0% | ▲ Add | 3 | SEC ↗ ×17 |
| 29 | Legal & General Group Plc | 2.29M | -8.8% | $199.03M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 30 | Wells Fargo & Company/Mn | 2.27M | -21.3% | $197.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 31 | First Trust Advisors Lp | 2.11M | -8.4% | $183.33M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 32 | Deutsche Bank Ag\ | 2.07M | +95.7% | $180.58M | 0.1% | ▲ Add | 3 | SEC ↗ ×8 |
| 33 | Amundi | 2.03M | -16.6% | $176.66M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 34 | UBS AM, a distinct business unit of… | 1.94M | -8.8% | $168.72M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 35 | Raymond James Financial Inc | 1.70M | -4.5% | $147.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 36 | Hrt Financial Lp | 1.63M | +113.8% | $142.17M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 37 | D. E. Shaw & Co. ✦ | 1.60M | +226.0% | $139.48M | 0.1% | ▲ Add | 9 | SEC ↗ |
| 38 | FIL Ltd | 1.58M | +4.5% | $137.63M | 0.1% | ▲ Add | 3 | SEC ↗ ×4 |
| 39 | T. Rowe Price ✦ | 1.50M | +38.0% | $130.91M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 40 | Royal Bank Of Canada | 1.46M | -13.1% | $127.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 41 | Qube Research & Technologies Ltd | 1.44M | +284.7% | $125.58M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 42 | Robeco Institutional Asset… | 1.42M | +6.9% | $123.48M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 43 | Russell Investments Group, Ltd. | 1.41M | +23.3% | $122.40M | 0.1% | ▲ Add | 3 | SEC ↗ ×15 |
| 44 | Canada Pension Plan Investment Board | 1.32M | +66.6% | $115.13M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 45 | Allspring Global Investments… | 1.21M | +77.9% | $113.23M | 0.2% | ▲ Add | 3 | SEC ↗ ×3 |
| 46 | Assenagon Asset Management S.A. | 1.29M | +8.2% | $112.31M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 47 | Nuveen, LLC | 1.19M | -5.7% | $103.89M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 48 | Bnp Paribas Financial Markets | 1.12M | +21.3% | $97.14M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 49 | Empower Advisory Group, LLC | 1.11M | +0.5% | $96.78M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 50 | Citadel Advisors ✦ | 1.08M | +46.9% | $94.15M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 51 | Dimensional Fund Advisors Lp | 1.07M | +2.2% | $93.47M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 52 | Mitsubishi UFJ Asset Management… | 1.05M | +4.9% | $91.46M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 53 | California Public Employees… | 1.01M | +8.7% | $88.06M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 54 | Healthcare Of Ontario Pension Plan… | 1.00M | +280.9% | $87.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 55 | Squarepoint Ops LLC | 964.39K | +205.3% | $83.94M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 56 | Envestnet Asset Management Inc | 937.89K | -11.8% | $81.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Hsbc Holdings Plc | 891.79K | +4.9% | $78.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 58 | National Pension Service | 895.06K | -1.5% | $77.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 59 | Sumitomo Mitsui Trust Group, Inc. | 885.09K | -5.4% | $77.04M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 867.08K | +1305.5% | $75.47M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 61 | LPL Financial LLC | 858.09K | +1.3% | $74.69M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 62 | Mackenzie Financial Corp | 829.29K | +1568.9% | $72.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 63 | Millennium Management ✦ | 772.06K | +31.8% | $67.20M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 64 | Rhumbline Advisers | 761.58K | -0.6% | $66.29M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 65 | Tudor Investment Corp Et Al | 741.91K | +120.3% | $64.58M | 0.3% | ▲ Add | 3 | SEC ↗ |
| 66 | Ameriprise Financial Inc | 704.36K | +36.7% | $61.30M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 67 | Citigroup Inc | 629.87K | -22.0% | $54.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 68 | Stifel Financial Corp | 628.81K | -3.2% | $54.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 69 | Federated Hermes, Inc. | 601.77K | +0.8% | $52.38M | 0.1% | ▲ Add | 3 | SEC ↗ ×3 |
| 70 | Jones Financial Companies Lllp | 578.03K | +101.4% | $51.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 71 | Bank Of Montreal /Can/ | 591.58K | -2.4% | $51.49M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 72 | Lone Pine Capital ✦ | 577.67K | New | $50.28M | 0.3% | New | 1 | SEC ↗ |
| 73 | TD Waterhouse Canada Inc. | 516.65K | +79.4% | $48.19M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 74 | Caisse De Depot Et Placement Du… | 545.11K | -16.9% | $47.45M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 75 | Principal Financial Group Inc | 544.86K | +7.2% | $47.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 76 | Ensign Peak Advisors, Inc | 515.97K | -65.1% | $44.91M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 77 | Victory Capital Management Inc | 468.10K | -15.9% | $40.74M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | New York State Common Retirement… | 441.24K | -4.9% | $38.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Osaic Holdings, Inc. | 436.49K | +102.2% | $37.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 80 | Marshall Wace ✦ | 414.09K | -52.8% | $36.04M | 0.0% | ▼ Trim | 9 | SEC ↗ ×3 |
| 81 | Sei Investments Co | 399.19K | -29.3% | $34.75M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 82 | Adage Capital Partners ✦ | 397.00K | -0.5% | $34.55M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 83 | Massachusetts Financial Services Co… | 380.92K | +4.1% | $33.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 84 | State Board Of Administration Of… | 373.19K | -2.9% | $32.48M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 85 | Alliancebernstein L.P. | 481.85K | +5.9% | $32.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Aviva Plc | 353.01K | -0.8% | $30.73M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 87 | Storebrand Asset Management As | 339.61K | -14.1% | $29.56M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 88 | Fifth Third Bancorp | 330.84K | +4.0% | $28.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Credit Agricole S A | 313.86K | +58.5% | $27.32M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 90 | Susquehanna International Group, Llp | 312.70K | +10.1% | $27.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Bank Of Nova Scotia | 309.56K | +12.4% | $26.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 92 | Nomura Asset Management Co Ltd | 306.08K | -4.5% | $26.64M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 93 | Zurcher Kantonalbank (Zurich… | 280.56K | -18.7% | $24.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Holocene Advisors, LP | 278.59K | +1392.8% | $24.25M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 95 | Corient Private Wealth LP | 276.83K | +134.0% | $24.10M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 96 | Balyasny Asset Management L.P. | 274.52K | New | $23.89M | 0.0% | New | 1 | SEC ↗ |
| 97 | Asset Management One Co., Ltd. | 271.90K | +13.7% | $23.67M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 98 | State Of Wisconsin Investment Board | 254.22K | -11.9% | $22.13M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Quantinno Capital Management LP | 238.49K | +25.0% | $20.76M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Pictet Asset Management Holding SA | 232.46K | -8.5% | $20.23M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $551.33M | 0.1% |
| Ninety One UK Ltd | $457.72M | 1.0% |
| Lone Pine Capital | $50.28M | 0.3% |
| Balyasny Asset Management L.P. | $23.89M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 989 holders, 372.45M shares, $23.47B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Oct 01
Conkling Lori A
Director · 25 sh @ 85.42 · $2,136
Sep 01
Conkling Lori A
Director · 25 sh @ 94.53 · $2,363
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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