IBKR
Interactive Brokers Group, Inc. · Financial Services · Investment - Banking & Investment Services
Momentum inputs (comparable managers):
holder breadth +9.5% ·
share flow +5.0% ·
net new positions +4.3%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| 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 | The Vanguard Group ✦ (passive) | 52.86M | +26.4% | $3.64B | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 30.97M | -23.0% | $2.13B | 0.0% | ▼ Trim | 2 | SEC ↗ ×21 |
| 3 | State Street Global Advisors ✦ (passive) | 18.65M | +23.2% | $1.28B | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 18.10M | n/a | $1.25B | 0.0% | n/c | 1 | SEC ↗ ×34 |
| 5 | Wellington Management ✦ | 10.90M | +17.6% | $750.11M | 0.1% | ▲ Add | 6 | SEC ↗ ×7 |
| 6 | Geode Capital Management ✦ (passive) | 10.34M | +54.8% | $712.11M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Fidelity (FMR) ✦ | 6.23M | -6.7% | $428.58M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 8 | Morgan Stanley ✦ | 4.06M | n/a | $279.29M | 0.0% | n/c | 1 | SEC ↗ ×13 |
| 9 | Two Sigma Investments ✦ | 3.58M | +18.3% | $246.03M | 0.4% | ▲ Add | 6 | SEC ↗ |
| 10 | Marshall Wace ✦ | 3.48M | -35.6% | $239.77M | 0.3% | ▼ Trim | 6 | SEC ↗ ×5 |
| 11 | Goldman Sachs Group ✦ | 1.63M | n/a | $112.33M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 12 | Soros Fund Management ✦ | 1.58M | -29.1% | $109.00M | 2.5% | ▼ Trim | 6 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 963.64K | -51.3% | $66.31M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 952.77K | +154.6% | $65.56M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 15 | Citadel Advisors ✦ | 776.83K | -16.6% | $53.45M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 16 | Millennium Management ✦ | 775.35K | -46.6% | $53.35M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 17 | Bridgewater Associates ✦ | 582.77K | New | $40.10M | 0.2% | New | 1 | SEC ↗ |
| 18 | Adage Capital Partners ✦ | 405.30K | New | $27.89M | 0.0% | New | 1 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 190.53K | +283.9% | $13.11M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 20 | Gotham Asset Management ✦ | 114.03K | +3.9% | $7.85M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 75.14K | +71.7% | $5.17M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 22 | GAMCO Investors ✦ | 17.43K | -24.5% | $1.20M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | Fisher Asset Management ✦ | 7.76K | -15.0% | $534,258 | 0.0% | ▼ Trim | 4 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Bridgewater Associates | $40.10M | 0.2% |
| Adage Capital Partners | $27.89M | 0.0% |
Exited
| Norges Bank | $284.70M | 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