IBKR
Interactive Brokers Group, Inc. · Financial Services · Investment - Banking & Investment Services
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow +14.2% ·
net new positions +5.9%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 6 | 0 | 7.58M | $648.16M | n/a | n/a |
| Q2 2026 | 173 | +9 | 286.65M | $24.96B | +10 | n/a |
| Q1 2026 | 166 | +1 | 263.90M | $17.67B | +5 | −5 |
| Q4 2025 | 164 | 0 | 283.24M | $18.22B | +1 | n/a |
| Q3 2025 | 23 | +2 | 167.25M | $11.51B | +2 | −1 |
| Q2 2025 | 19 | -1 | 140.59M | $7.79B | n/a | −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 | n/a | n/a |
| Q2 2024 | 15 | n/a | 8.18M | $1.00B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.35M | n/a | $592.66M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 2.26M | +9.4% | $399.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Wellington Management ✦ | 1.49M | +8249.3% | $263.95M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 4 | Norges Bank ✦ (passive) | 1.30M | +1.3% | $229.32M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Renaissance Technologies ✦ | 604.91K | +59.6% | $106.87M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 6 | Marshall Wace ✦ | 511.64K | -63.2% | $90.39M | 0.1% | ▼ Trim | 3 | SEC ↗ ×5 |
| 7 | Two Sigma Investments ✦ | 489.18K | +343.9% | $86.42M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 8 | Millennium Management ✦ | 449.85K | -22.6% | $79.47M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 9 | Citadel Advisors ✦ | 383.10K | +213.2% | $67.68M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 10 | Soros Fund Management ✦ | 222.68K | +32.2% | $39.34M | 1.0% | ▲ Add | 3 | SEC ↗ |
| 11 | D. E. Shaw & Co. ✦ | 99.11K | -70.6% | $17.51M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 12 | Arrowstreet Capital ✦ | 68.01K | New | $12.02M | 0.0% | New | 1 | SEC ↗ |
| 13 | T. Rowe Price ✦ | 65.37K | +10.0% | $11.55M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 28.35K | -7.1% | $5.01M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 10.99K | +346.4% | $1.94M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | GAMCO Investors ✦ | 5.05K | -10.6% | $892,184 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fisher Asset Management ✦ | 1.41K | New | $248,789 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Arrowstreet Capital | $12.02M | 0.0% |
| Fisher Asset Management | $248,789 | 0.0% |
Exited
| Bridgewater Associates | $3.84M | was 0.0% |
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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Director · 25 sh @ 85.42 · $2,136
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