Security record · archived quarter
IBKR
Interactive Brokers Group, Inc. · Financial Services · Investment - Banking & Investment Services
166Tracked holders
+1Δ holders
263.90MShares held
$17.67BReported value
+5New positions
−5Exits
Momentum inputs (comparable managers):
holder breadth +0.6% ·
share flow +4.6% ·
net new positions 0.0%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 31.38M | -1.0% | $2.10B | 0.0% | ▼ Trim | 4 | SEC ↗ ×20 |
| 2 | Vanguard Capital Management Llc | 28.18M | n/a | $1.89B | 0.0% | n/c | 1 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 19.09M | +1.4% | $1.28B | 0.0% | ▲ Add | 6 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 12.50M | +159.9% | $838.46M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (passive) | 10.44M | +2.4% | $699.50M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 6 | Kayne Anderson Rudnick Investment… | 10.02M | -10.6% | $671.79M | 2.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 7 | Wellington Management ✦ | 9.77M | +18.0% | $655.60M | 0.1% | ▲ Add | 8 | SEC ↗ ×9 |
| 8 | Invesco Ltd. | 9.65M | +16.4% | $647.04M | 0.1% | ▲ Add | 2 | SEC ↗ ×14 |
| 9 | Two Sigma Investments ✦ | 8.31M | +135.7% | $557.55M | 0.5% | ▲ Add | 8 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 6.72M | -9.6% | $428.23M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 11 | Bank Of America Corp /De/ | 6.23M | -6.6% | $417.86M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 12 | American Century Companies Inc | 5.74M | -0.3% | $385.28M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 4.77M | +5.4% | $319.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×16 |
| 14 | 1832 Asset Management L.P. | 4.45M | -11.4% | $298.74M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 15 | Bamco Inc /Ny/ | 4.05M | -12.8% | $271.46M | 0.8% | ▼ Trim | 2 | SEC ↗ |
| 16 | Neuberger Berman Group LLC | 3.73M | -19.1% | $249.40M | 0.2% | ▼ Trim | 2 | SEC ↗ ×2 |
| 17 | Charles Schwab Investment… | 3.59M | +6.2% | $240.95M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Northern Trust Corp | 3.56M | +1.2% | $238.89M | 0.0% | ▲ Add | 2 | SEC ↗ ×9 |
| 19 | Goldman Sachs Group ✦ | 3.22M | +27.9% | $216.07M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 20 | Capital World Investors ✦ | 3.03M | New | $203.28M | 0.0% | New | 1 | SEC ↗ |
| 21 | Wells Fargo & Company/Mn | 2.89M | -7.7% | $193.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 22 | Legal & General Group Plc | 2.51M | +19.1% | $168.11M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 23 | Td Asset Management Inc | 2.47M | +3.6% | $165.59M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 24 | Amundi | 2.43M | +62.4% | $163.20M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | First Trust Advisors Lp | 2.30M | -12.8% | $154.21M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 2.28M | -9.8% | $153.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×17 |
| 27 | Barclays Plc | 2.27M | +34.2% | $152.01M | 0.1% | ▲ Add | 2 | SEC ↗ ×5 |
| 28 | UBS Group AG | 2.26M | -6.2% | $151.80M | 0.0% | ▼ Trim | 2 | SEC ↗ ×9 |
| 29 | UBS AM, a distinct business unit of… | 2.13M | +6.4% | $142.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 30 | Raymond James Financial Inc | 1.78M | -7.5% | $119.09M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | Jane Street Group, Llc | 1.77M | +162.8% | $118.56M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Royal Bank Of Canada | 1.68M | -21.2% | $112.85M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 33 | FIL Ltd | 1.51M | +3.6% | $101.44M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 34 | Ensign Peak Advisors, Inc | 1.48M | -11.1% | $99.08M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 35 | Viking Global Investors ✦ | 1.39M | New | $93.52M | 0.3% | New | 1 | SEC ↗ |
| 36 | Robeco Institutional Asset… | 1.33M | -4.3% | $88.99M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 37 | Nuveen, LLC | 1.27M | -0.9% | $84.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 38 | Assenagon Asset Management S.A. | 1.19M | +2707.9% | $80.00M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 39 | Russell Investments Group, Ltd. | 1.14M | +19.5% | $76.48M | 0.1% | ▲ Add | 2 | SEC ↗ ×15 |
| 40 | Empower Advisory Group, LLC | 1.11M | -37.4% | $74.17M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 41 | T. Rowe Price ✦ | 1.09M | +5.8% | $73.09M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 42 | Envestnet Asset Management Inc | 1.06M | +16.1% | $71.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 1.06M | -35.9% | $71.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 44 | Dimensional Fund Advisors Lp | 1.05M | +4.8% | $70.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 45 | Mitsubishi UFJ Asset Management… | 1.00M | +7.4% | $67.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Sumitomo Mitsui Trust Group, Inc. | 935.38K | +8.8% | $62.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | California Public Employees… | 930.85K | +6.3% | $62.43M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Bnp Paribas Financial Markets | 919.89K | -17.8% | $61.70M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | National Pension Service | 908.28K | +29.9% | $60.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 50 | Marshall Wace ✦ | 877.77K | -72.6% | $58.87M | 0.1% | ▼ Trim | 8 | SEC ↗ ×4 |
| 51 | LPL Financial LLC | 847.23K | +8.8% | $56.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 52 | Hsbc Holdings Plc | 850.27K | -62.1% | $56.79M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 53 | Citigroup Inc | 807.83K | -18.6% | $54.18M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 54 | Canada Pension Plan Investment Board | 793.78K | -27.6% | $53.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Rhumbline Advisers | 766.49K | -0.6% | $51.41M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 56 | Hrt Financial Lp | 763.90K | +149.7% | $51.23M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 57 | Citadel Advisors ✦ | 736.27K | +13.2% | $49.38M | 0.0% | ▲ Add | 8 | SEC ↗ ×2 |
| 58 | Allspring Global Investments… | 682.46K | -0.3% | $46.35M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 59 | Caisse De Depot Et Placement Du… | 655.75K | -49.3% | $43.98M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 60 | Stifel Financial Corp | 649.35K | +1.1% | $43.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 61 | Soros Fund Management ✦ | 645.34K | -16.4% | $43.28M | 0.8% | ▼ Trim | 8 | SEC ↗ |
| 62 | California State Teachers… | 645.03K | -2.4% | $43.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 63 | Bank Of Montreal /Can/ | 605.96K | -5.8% | $40.64M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 64 | Federated Hermes, Inc. | 596.77K | +2.6% | $40.03M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 65 | Millennium Management ✦ | 585.80K | -32.5% | $39.29M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 66 | Sei Investments Co | 564.43K | +46.5% | $37.86M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 67 | Victory Capital Management Inc | 556.41K | -10.3% | $37.32M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Ameriprise Financial Inc | 515.29K | +19.0% | $34.55M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 69 | Principal Financial Group Inc | 508.40K | -0.9% | $34.10M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 70 | D. E. Shaw & Co. ✦ | 491.51K | +1888.5% | $32.97M | 0.0% | ▲ Add | 8 | SEC ↗ |
| 71 | New York State Common Retirement… | 463.84K | -0.7% | $31.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | Renaissance Technologies ✦ | 461.70K | -25.1% | $30.97M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 73 | Alliancebernstein L.P. | 454.97K | -6.5% | $29.26M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 74 | Adage Capital Partners ✦ | 399.00K | -0.8% | $26.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 75 | Storebrand Asset Management As | 395.35K | -1.4% | $26.52M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 76 | State Board Of Administration Of… | 384.32K | -0.3% | $25.78M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 77 | Qube Research & Technologies Ltd | 375.02K | -10.1% | $25.15M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 78 | Massachusetts Financial Services Co… | 366.07K | -25.2% | $24.55M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 79 | Aviva Plc | 355.87K | +8.1% | $23.87M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 80 | Allianz Asset Management GmbH | 347.59K | -40.1% | $23.31M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 81 | Zurcher Kantonalbank (Zurich… | 345.21K | -27.2% | $23.15M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 82 | Universal- Beteiligungs- und… | 337.74K | -2.5% | $22.65M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Tudor Investment Corp Et Al | 336.70K | -39.0% | $22.58M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 84 | BNP Paribas Asset Management… | 334.94K | +2.9% | $22.49M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Nomura Asset Management Co Ltd | 320.65K | +34.5% | $21.51M | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 86 | Fifth Third Bancorp | 318.27K | +67.2% | $21.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 87 | Squarepoint Ops LLC | 315.83K | -69.1% | $21.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 88 | TD Waterhouse Canada Inc. | 287.93K | +184.2% | $19.96M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 89 | State Of Wisconsin Investment Board | 288.57K | +7.5% | $19.35M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | Susquehanna International Group, Llp | 283.99K | +238.3% | $19.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 91 | Bank Of Nova Scotia | 275.31K | +89.5% | $18.46M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 92 | Jones Financial Companies Lllp | 287.05K | +772.6% | $18.43M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 93 | Toronto Dominion Bank | 272.22K | +37.1% | $18.26M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 94 | PFA Pension, Forsikringsaktieselskab | 268.85K | 0.0% | $18.03M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 95 | Healthcare Of Ontario Pension Plan… | 262.98K | +1393.7% | $17.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | Pictet Asset Management Holding SA | 253.96K | -3.9% | $17.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 97 | AQR Capital Management ✦ | 242.58K | +154.8% | $16.27M | 0.0% | ▲ Add | 8 | SEC ↗ ×6 |
| 98 | Korea Investment CORP | 241.67K | -28.4% | $16.21M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 99 | Asset Management One Co., Ltd. | 239.19K | +27.0% | $16.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 100 | Manufacturers Life Insurance… | 235.85K | -7.6% | $15.82M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Capital World Investors | $203.28M | 0.0% |
| Viking Global Investors | $93.52M | 0.3% |
Exited
| Norges Bank | $453.15M | was 0.0% |
| Peak6 Llc | $76.24M | was 1.0% |
| Connor, Clark & Lunn… | $21.86M | was 0.1% |
| Balyasny Asset Management L.P. | $442,260 | was 0.0% |
| Capstone Investment Advisors… | $298,656 | 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.
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: Q1 2026 ·
Methodology ·
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