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Security record · archived quarter

IBKR

Interactive Brokers Group, Inc. · Financial Services · Investment - Banking & Investment Services

80.28 -2.4% mkt cap $141.09B quote delayed (FMP) · as of Oct 25 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
164Tracked holders
0Δ holders
283.24MShares held
$18.22BReported value
+1New positions
−0Exits
Stable Conviction score 48/100 5 quarters of rising tracked shares ●●●●●○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.0% · net new positions +0.6% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 52.25M -1.1% $3.36B 0.0% ▼ Trim 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 31.68M +2.3% $2.04B 0.0% ▲ Add 3 SEC ↗ ×21
3 State Street Global Advisors ✦ (passive) 18.84M +1.0% $1.21B 0.0% ▲ Add 5 SEC ↗
4 Kayne Anderson Rudnick Investment… 11.21M n/a $720.71M 1.9% n/c 1 SEC ↗ ×2
5 Geode Capital Management ✦ (passive) 10.20M -1.4% $654.26M 0.0% ▼ Trim 7 SEC ↗ ×2
6 Invesco Ltd. 8.29M n/a $533.03M 0.1% n/c 1 SEC ↗ ×12
7 Wellington Management ✦ 8.28M -24.0% $532.76M 0.1% ▼ Trim 7 SEC ↗ ×9
8 JPMorgan Chase ✦ 7.44M -58.9% $478.52M 0.0% ▼ Trim 2 SEC ↗ ×15
9 Norges Bank ✦ (passive) 7.05M New $453.15M 0.0% New 1 SEC ↗
10 Bank Of America Corp /De/ 6.67M n/a $428.86M 0.0% n/c 1 SEC ↗ ×8
11 American Century Companies Inc 5.76M n/a $370.61M 0.2% n/c 1 SEC ↗
12 1832 Asset Management L.P. 5.03M n/a $323.35M 0.4% n/c 1 SEC ↗
13 Fidelity (FMR) ✦ 4.81M -22.8% $309.28M 0.0% ▼ Trim 3 SEC ↗ ×5
14 Bamco Inc /Ny/ 4.64M n/a $298.62M 0.8% n/c 1 SEC ↗
15 Neuberger Berman Group LLC 4.62M n/a $297.25M 0.2% n/c 1 SEC ↗ ×2
16 Morgan Stanley ✦ 4.52M +11.4% $290.72M 0.0% ▲ Add 2 SEC ↗ ×14
17 Two Sigma Investments ✦ 3.53M -1.4% $226.81M 0.4% ▼ Trim 7 SEC ↗
18 Northern Trust Corp 3.52M n/a $226.30M 0.0% n/c 1 SEC ↗ ×8
19 Charles Schwab Investment… 3.38M n/a $217.58M 0.0% n/c 1 SEC ↗
20 Marshall Wace ✦ 3.20M -8.0% $206.07M 0.2% ▼ Trim 7 SEC ↗ ×5
21 Wells Fargo & Company/Mn 3.13M n/a $201.30M 0.0% n/c 1 SEC ↗ ×5
22 First Trust Advisors Lp 2.64M n/a $169.48M 0.1% n/c 1 SEC ↗
23 Bank of New York Mellon Corp 2.53M n/a $162.75M 0.0% n/c 1 SEC ↗ ×17
24 Goldman Sachs Group ✦ 2.52M +54.3% $161.99M 0.0% ▲ Add 2 SEC ↗ ×4
25 UBS Group AG 2.41M n/a $155.19M 0.0% n/c 1 SEC ↗ ×8
26 Td Asset Management Inc 2.38M n/a $153.18M 0.1% n/c 1 SEC ↗ ×2
27 Hsbc Holdings Plc 2.24M n/a $144.60M 0.0% n/c 1 SEC ↗ ×20
28 Royal Bank Of Canada 2.14M n/a $137.36M 0.0% n/c 1 SEC ↗ ×11
29 Legal & General Group Plc 2.10M n/a $135.31M 0.0% n/c 1 SEC ↗ ×3
30 UBS AM, a distinct business unit of… 2.00M n/a $128.51M 0.0% n/c 1 SEC ↗ ×10
31 Raymond James Financial Inc 1.92M n/a $123.43M 0.0% n/c 1 SEC ↗ ×3
32 Empower Advisory Group, LLC 1.77M n/a $113.53M 0.3% n/c 1 SEC ↗
33 Barclays Plc 1.69M n/a $108.63M 0.0% n/c 1 SEC ↗ ×4
34 Ensign Peak Advisors, Inc 1.66M n/a $106.85M 0.2% n/c 1 SEC ↗
35 Deutsche Bank Ag\ 1.65M n/a $106.35M 0.0% n/c 1 SEC ↗ ×7
36 Amundi 1.50M n/a $96.36M 0.0% n/c 1 SEC ↗ ×3
37 FIL Ltd 1.46M n/a $93.90M 0.1% n/c 1 SEC ↗ ×4
38 Robeco Institutional Asset… 1.39M n/a $89.13M 0.1% n/c 1 SEC ↗
39 Caisse De Depot Et Placement Du… 1.29M n/a $83.20M 0.1% n/c 1 SEC ↗
40 Nuveen, LLC 1.28M n/a $82.15M 0.0% n/c 1 SEC ↗ ×3
41 Peak6 Llc 1.19M n/a $76.24M 1.0% n/c 1 SEC ↗ ×2
42 Bnp Paribas Financial Markets 1.12M n/a $71.98M 0.0% n/c 1 SEC ↗
43 Canada Pension Plan Investment Board 1.10M n/a $70.51M 0.0% n/c 1 SEC ↗
44 T. Rowe Price ✦ 1.03M +8.1% $66.23M 0.0% ▲ Add 7 SEC ↗ ×2
45 Squarepoint Ops LLC 1.02M n/a $65.80M 0.1% n/c 1 SEC ↗
46 Dimensional Fund Advisors Lp 1.00M n/a $64.47M 0.0% n/c 1 SEC ↗ ×5
47 Citigroup Inc 992.68K n/a $63.84M 0.0% n/c 1 SEC ↗ ×3
48 Mitsubishi UFJ Asset Management… 932.38K n/a $62.68M 0.0% n/c 1 SEC ↗
49 Russell Investments Group, Ltd. 954.04K n/a $61.36M 0.1% n/c 1 SEC ↗ ×16
50 Envestnet Asset Management Inc 915.50K n/a $58.88M 0.0% n/c 1 SEC ↗
51 California Public Employees… 875.75K n/a $56.32M 0.0% n/c 1 SEC ↗
52 Millennium Management ✦ 868.45K +12.0% $55.85M 0.0% ▲ Add 7 SEC ↗
53 Sumitomo Mitsui Trust Group, Inc. 859.90K n/a $55.30M 0.0% n/c 1 SEC ↗
54 LPL Financial LLC 778.74K n/a $50.08M 0.0% n/c 1 SEC ↗
55 Soros Fund Management ✦ 771.48K -51.3% $49.61M 0.9% ▼ Trim 7 SEC ↗
56 Rhumbline Advisers 771.44K n/a $49.61M 0.0% n/c 1 SEC ↗
57 Allspring Global Investments… 684.23K n/a $46.00M 0.1% n/c 1 SEC ↗ ×3
58 National Pension Service 699.28K n/a $44.97M 0.0% n/c 1 SEC ↗
59 Jane Street Group, Llc 672.57K n/a $43.25M 0.1% n/c 1 SEC ↗ ×3
60 California State Teachers… 660.94K n/a $42.51M 0.0% n/c 1 SEC ↗
61 Citadel Advisors ✦ 650.53K -16.3% $41.84M 0.0% ▼ Trim 7 SEC ↗ ×2
62 Wealth Enhancement Advisory… 569.88K n/a $41.54M 0.1% n/c 1 SEC ↗
63 Bank Of Montreal /Can/ 643.51K n/a $41.38M 0.0% n/c 1 SEC ↗ ×5
64 Stifel Financial Corp 642.33K n/a $41.31M 0.0% n/c 1 SEC ↗ ×6
65 Victory Capital Management Inc 620.60K n/a $39.91M 0.0% n/c 1 SEC ↗
66 Renaissance Technologies ✦ 616.39K -36.0% $39.64M 0.1% ▼ Trim 7 SEC ↗
67 Federated Hermes, Inc. 581.70K n/a $37.41M 0.1% n/c 1 SEC ↗ ×3
68 Allianz Asset Management GmbH 580.77K n/a $37.35M 0.0% n/c 1 SEC ↗ ×2
69 Tudor Investment Corp Et Al 551.74K n/a $35.48M 0.2% n/c 1 SEC ↗
70 Principal Financial Group Inc 512.79K n/a $32.98M 0.0% n/c 1 SEC ↗ ×2
71 Massachusetts Financial Services Co… 489.75K n/a $31.50M 0.0% n/c 1 SEC ↗ ×5
72 Bridgewater Associates ✦ 488.94K -16.1% $31.44M 0.1% ▼ Trim 2 SEC ↗
73 Alliancebernstein L.P. 486.82K n/a $31.31M 0.0% n/c 1 SEC ↗
74 Zurcher Kantonalbank (Zurich… 473.93K n/a $30.48M 0.1% n/c 1 SEC ↗
75 New York State Common Retirement… 467.04K n/a $30.04M 0.0% n/c 1 SEC ↗
76 Ameriprise Financial Inc 432.94K n/a $27.84M 0.0% n/c 1 SEC ↗ ×4
77 Qube Research & Technologies Ltd 416.99K n/a $26.82M 0.0% n/c 1 SEC ↗
78 Adage Capital Partners ✦ 402.10K -0.8% $25.86M 0.0% ▼ Trim 2 SEC ↗
79 Storebrand Asset Management As 400.77K n/a $25.77M 0.1% n/c 1 SEC ↗
80 State Board Of Administration Of… 385.37K n/a $24.78M 0.0% n/c 1 SEC ↗
81 Sei Investments Co 385.32K n/a $24.78M 0.0% n/c 1 SEC ↗ ×3
82 Credit Agricole S A 352.92K n/a $22.70M 0.1% n/c 1 SEC ↗ ×8
83 Universal- Beteiligungs- und… 346.34K n/a $22.30M 0.0% n/c 1 SEC ↗
84 Connor, Clark & Lunn Investment… 339.84K n/a $21.86M 0.1% n/c 1 SEC ↗
85 Korea Investment CORP 337.77K n/a $21.72M 0.0% n/c 1 SEC ↗
86 Aviva Plc 329.33K n/a $21.18M 0.0% n/c 1 SEC ↗
87 BNP Paribas Asset Management… 325.67K n/a $20.96M 0.0% n/c 1 SEC ↗ ×2
88 Man Group plc 321.87K n/a $20.70M 0.0% n/c 1 SEC ↗ ×2
89 Hrt Financial Lp 305.97K n/a $19.68M 0.1% n/c 1 SEC ↗
90 PFA Pension, Forsikringsaktieselskab 268.84K n/a $17.47M 0.1% n/c 1 SEC ↗
91 State Of Wisconsin Investment Board 268.38K n/a $17.26M 0.0% n/c 1 SEC ↗
92 Pictet Asset Management Holding SA 264.30K n/a $17.01M 0.0% n/c 1 SEC ↗
93 Manufacturers Life Insurance… 255.37K n/a $16.42M 0.0% n/c 1 SEC ↗
94 Nomura Asset Management Co Ltd 238.39K n/a $15.33M 0.0% n/c 1 SEC ↗ ×2
95 Chevy Chase Trust Holdings, LLC 226.08K n/a $14.54M 0.0% n/c 1 SEC ↗ ×2
96 Danske Bank A/S 223.11K n/a $14.35M 0.0% n/c 1 SEC ↗ ×2
97 Prudential Financial Inc 222.12K n/a $14.28M 0.0% n/c 1 SEC ↗ ×2
98 HighTower Advisors, LLC 212.18K n/a $13.65M 0.0% n/c 1 SEC ↗
99 Mitsubishi UFJ Trust & Banking Corp 209.60K n/a $13.48M 0.0% n/c 1 SEC ↗ ×2
100 National Bank Of Canada /Fi/ 202.20K n/a $13.00M 0.0% n/c 1 SEC ↗ ×5

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $453.15M 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.

Insider transactions

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: Q4 2025 · Methodology · Get this via the API