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Security record

IBKR

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

98.19 +5.5% mkt cap $169.68B quote delayed (FMP) · as of Aug 25 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
173Tracked holders
+9Δ holders
286.79MShares held
$24.97BReported value
+10New positions
−0Exits
Rising Conviction score 48/100 How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 173 +9 286.79M $24.97B +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
Holder count
Who holds it · Q2 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
2 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
3 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
4 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
5 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
6 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
7 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
8 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
9 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
10 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
11 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
12 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
13 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
14 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
15 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
16 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
17 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
18 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
19 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
20 BlackRock (passive) 33.13M +5.6% $2.88B 0.0% ▲ Add 5 SEC ↗
21 Vanguard Capital Management Llc 28.35M +0.6% $2.47B 0.1% ▲ Add 2 SEC ↗
22 State Street Global Advisors (passive) 19.44M +1.8% $1.69B 0.1% ▲ Add 7 SEC ↗
23 Fidelity (FMR) 11.83M -5.4% $1.03B 0.0% ▼ Trim 5 SEC ↗
24 Fidelity (FMR) 11.83M -5.4% $1.03B 0.0% ▼ Trim 5 SEC ↗
25 Fidelity (FMR) 11.83M -5.4% $1.03B 0.0% ▼ Trim 5 SEC ↗
26 Fidelity (FMR) 11.83M -5.4% $1.03B 0.0% ▼ Trim 5 SEC ↗
27 Fidelity (FMR) 11.83M -5.4% $1.03B 0.0% ▼ Trim 5 SEC ↗
28 Geode Capital Management (passive) 10.64M +1.9% $925.47M 0.0% ▲ Add 9 SEC ↗
29 Geode Capital Management (passive) 10.64M +1.9% $925.47M 0.0% ▲ Add 9 SEC ↗
30 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
31 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
32 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
33 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
34 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
35 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
36 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
37 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
38 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
39 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
40 Invesco Ltd. 9.71M +0.6% $845.07M 0.1% ▲ Add 3 SEC ↗
41 Two Sigma Investments 8.34M +0.3% $725.95M 0.6% ▲ Add 9 SEC ↗
42 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
43 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
44 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
45 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
46 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
47 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
48 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
49 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
50 Wellington Management 7.38M -24.5% $642.54M 0.1% ▼ Trim 9 SEC ↗
51 Kayne Anderson Rudnick Investment… 6.37M -36.5% $554.06M 1.7% ▼ Trim 3 SEC ↗
52 Kayne Anderson Rudnick Investment… 6.37M -36.5% $554.06M 1.7% ▼ Trim 3 SEC ↗
53 Norges Bank (passive) 6.33M New $551.33M 0.1% New 1 SEC ↗
54 Bank Of America Corp /De/ 5.95M -4.4% $518.24M 0.0% ▼ Trim 3 SEC ↗
55 Bank Of America Corp /De/ 5.95M -4.4% $518.24M 0.0% ▼ Trim 3 SEC ↗
56 Bank Of America Corp /De/ 5.95M -4.4% $518.24M 0.0% ▼ Trim 3 SEC ↗
57 Bank Of America Corp /De/ 5.95M -4.4% $518.24M 0.0% ▼ Trim 3 SEC ↗
58 Bank Of America Corp /De/ 5.95M -4.4% $518.24M 0.0% ▼ Trim 3 SEC ↗
59 Bank Of America Corp /De/ 5.95M -4.4% $518.24M 0.0% ▼ Trim 3 SEC ↗
60 Bank Of America Corp /De/ 5.95M -4.4% $518.24M 0.0% ▼ Trim 3 SEC ↗
61 American Century Companies Inc 5.58M -2.8% $485.95M 0.2% ▼ Trim 3 SEC ↗
62 Ninety One UK Ltd 5.26M New $457.72M 1.0% New 1 SEC ↗
63 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
64 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
65 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
66 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
67 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
68 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
69 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
70 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
71 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
72 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
73 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
74 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
75 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
76 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
77 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
78 JPMorgan Chase 5.19M -22.9% $457.54M 0.0% ▼ Trim 4 SEC ↗
79 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
80 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
81 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
82 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
83 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
84 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
85 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
86 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
87 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
88 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
89 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
90 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
91 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
92 Morgan Stanley 5.15M +8.0% $447.93M 0.0% ▲ Add 4 SEC ↗
93 Viking Global Investors 4.83M +246.5% $420.47M 1.2% ▲ Add 2 SEC ↗
94 Bamco Inc /Ny/ 4.81M +18.8% $418.42M 0.6% ▲ Add 3 SEC ↗
95 Neuberger Berman Group LLC 4.60M +23.3% $401.33M 0.3% ▲ Add 3 SEC ↗
96 Neuberger Berman Group LLC 4.60M +23.3% $401.33M 0.3% ▲ Add 3 SEC ↗
97 1832 Asset Management L.P. 4.34M -2.5% $377.83M 0.5% ▼ Trim 3 SEC ↗
98 Goldman Sachs Group 4.16M +29.0% $361.81M 0.0% ▲ Add 4 SEC ↗
99 Goldman Sachs Group 4.16M +29.0% $361.81M 0.0% ▲ Add 4 SEC ↗
100 Goldman Sachs Group 4.16M +29.0% $361.81M 0.0% ▲ Add 4 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%

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.

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 · Get this via the API