Who owns Interactive Brokers Group (IBKR)
Which tracked institutional funds hold IBKR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IBKR company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IBKR is one-sided between 2026-Q1 and 2026-Q2: 499 added or opened and 128 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IBKR’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes IBKR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IBKR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 1053 tracked filers holding IBKR, 564 increased or opened the position and 495 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IBKR between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 69
- Ninety One UK Ltd$458M
- AGF MANAGEMENT LTD$126M
- Axxion S.A.$57M
- LONE PINE CAPITAL LLC$50M
- Freestone Grove Partners LP$45M
- GFI Investment Counsel Ltd.$30M
Full exits 66
- Greenwich Wealth Management LLC$666M
- BESSEMER GROUP INC$263M
- Amundi$163M
- KBC Group NV$142M
- LORD, ABBETT & CO. LLC$98M
- HRT FINANCIAL LP$56M
Largest adds
- BlackRock, Inc.$1.2B
- VANGUARD CAPITAL MANAGEMENT LLC$578M
- STATE STREET CORP$411M
- VIKING GLOBAL INVESTORS LP$327M
- NORGES BANK$322M
- GEODE CAPITAL MANAGEMENT, LLC$226M
Largest trims
- Cantillon Capital Management LLC$709M
- VANGUARD PORTFOLIO MANAGEMENT LLC$246M
- KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$118M
- Egerton Capital (UK) LLP$61M
- Ensign Peak Advisors, Inc$54M
- SOROS FUND MANAGEMENT LLC$30M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 33,129,663 | $2.9B | 10.4% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 28,349,920 | $2.5B | 8.9% | 2026-Q2 |
| STATE STREET CORP added | 19,437,767 | $1.7B | 6.1% | 2026-Q2 |
| FMR LLC trimmed | 11,828,151 | $1.0B | 3.7% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,641,906 | $925M | 3.3% | 2026-Q2 |
| Invesco Ltd. added | 9,708,980 | $845M | 3.0% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 8,724,292 | $759M | 2.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 8,340,400 | $726M | 2.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 7,382,141 | $643M | 2.3% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 6,365,531 | $554M | 2.0% | 2026-Q2 |
| NORGES BANK added | 6,334,173 | $551M | 2.0% | 2026-Q2 |
| Orbis Allan Gray Ltd trimmed | 6,069,270 | $528M | 1.9% | 2026-Q2 |
| W1M Asset Management Ltd added | 5,975,636 | $520M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 5,954,055 | $518M | 1.9% | 2026-Q2 |
| AMERICAN CENTURY COMPANIES INC trimmed | 5,583,028 | $486M | 1.7% | 2026-Q2 |
| Ninety One UK Ltd new | 5,258,689 | $458M | 1.6% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 5,187,549 | $458M | 1.6% | 2026-Q2 |
| MORGAN STANLEY added | 5,146,242 | $448M | 1.6% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP added | 4,830,748 | $420M | 1.5% | 2026-Q2 |
| BAMCO INC /NY/ added | 4,807,214 | $418M | 1.5% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC added | 4,601,941 | $401M | 1.4% | 2026-Q2 |
| 1832 Asset Management L.P. trimmed | 4,340,899 | $378M | 1.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 4,156,847 | $362M | 1.3% | 2026-Q2 |
| Egerton Capital (UK) LLP trimmed | 4,129,416 | $359M | 1.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,838,547 | $334M | 1.2% | 2026-Q2 |
| TD Asset Management Inc added | 3,651,927 | $318M | 1.1% | 2026-Q2 |
| NORTHERN TRUST CORP added | 3,605,708 | $314M | 1.1% | 2026-Q2 |
| UBS Group AG added | 3,406,122 | $296M | 1.1% | 2026-Q2 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 3,399,433 | $296M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 3,350,116 | $292M | 1.0% | 2026-Q2 |
| Capital World Investors added | 3,255,412 | $283M | 1.0% | 2026-Q2 |
| BARCLAYS PLC added | 2,618,674 | $228M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 2,505,131 | $218M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 2,420,031 | $211M | 0.8% | 2026-Q2 |
| Legal & General Group Plc trimmed | 2,286,593 | $199M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 2,273,543 | $198M | 0.7% | 2026-Q2 |
| Progeny 3, Inc. | 2,195,640 | $191M | 0.7% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 2,106,272 | $183M | 0.7% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 2,074,666 | $181M | 0.6% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,938,409 | $169M | 0.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,695,198 | $148M | 0.5% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 1,602,534 | $139M | 0.5% | 2026-Q2 |
| FIL Ltd added | 1,581,220 | $138M | 0.5% | 2026-Q2 |
| CONGRESS ASSET MANAGEMENT CO added | 1,527,739 | $133M | 0.5% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,504,030 | $131M | 0.5% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 1,462,963 | $127M | 0.5% | 2026-Q2 |
| AGF MANAGEMENT LTD trimmed | 1,451,924 | $126M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,442,839 | $126M | 0.5% | 2026-Q2 |
| TimesSquare Capital Management, LLC trimmed | 1,424,489 | $124M | 0.4% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. added | 1,418,704 | $123M | 0.4% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 1,406,208 | $122M | 0.4% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 1,322,682 | $115M | 0.4% | 2026-Q2 |
| Ancient Art, L.P. | 1,285,193 | $112M | 0.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC added | 1,214,314 | $113M | 0.4% | 2026-Q2 |
| Nuveen, LLC trimmed | 1,193,615 | $104M | 0.4% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,116,054 | $97M | 0.3% | 2026-Q2 |
| Empower Advisory Group, LLC added | 1,111,873 | $97M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 1,081,743 | $94M | 0.3% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 1,073,810 | $93M | 0.3% | 2026-Q2 |
| Hosking Partners LLP trimmed | 1,061,140 | $92M | 0.3% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,050,804 | $91M | 0.3% | 2026-Q2 |
| Oakcliff Capital Partners, LP | 1,030,740 | $90M | 0.3% | 2026-Q2 |
| California Public Employees Retirement System added | 1,011,742 | $88M | 0.3% | 2026-Q2 |
| Hengistbury Investment Partners LLP trimmed | 1,008,550 | $88M | 0.3% | 2026-Q2 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND added | 1,001,651 | $87M | 0.3% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 966,952 | $84M | 0.3% | 2026-Q2 |
| Squarepoint Ops LLC added | 964,391 | $84M | 0.3% | 2026-Q2 |
| PANAGORA ASSET MANAGEMENT INC added | 945,321 | $82M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 937,891 | $82M | 0.3% | 2026-Q2 |
| AustralianSuper Pty Ltd trimmed | 924,672 | $80M | 0.3% | 2026-Q2 |
| National Pension Service trimmed | 895,059 | $78M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 891,791 | $78M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 885,091 | $77M | 0.3% | 2026-Q2 |
| Bronte Capital Management Pty Ltd. trimmed | 883,526 | $77M | 0.3% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 867,084 | $75M | 0.3% | 2026-Q2 |
| LPL Financial LLC added | 858,091 | $75M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 845,950 | $74M | 0.3% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP added | 829,288 | $72M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 772,059 | $67M | 0.2% | 2026-Q2 |
| Fullerton Fund Management Co Ltd. added | 764,962 | $67M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 761,578 | $66M | 0.2% | 2026-Q2 |
| Bristol Gate Capital Partners Inc. trimmed | 756,747 | $66M | 0.2% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 741,915 | $65M | 0.2% | 2026-Q2 |
| Walleye Capital LLC added | 721,389 | $63M | 0.2% | 2026-Q2 |
| Compagnie Lombard Odier SCmA added | 708,624 | $62M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 704,357 | $61M | 0.2% | 2026-Q2 |
| Blue Whale Capital LLP trimmed | 669,562 | $58M | 0.2% | 2026-Q2 |
| Axxion S.A. new | 660,000 | $57M | 0.2% | 2026-Q2 |
| Assenagon Asset Management S.A. trimmed | 645,171 | $56M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 629,870 | $55M | 0.2% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 628,812 | $55M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 617,238 | $54M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. added | 601,767 | $52M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 591,581 | $51M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 578,028 | $52M | 0.2% | 2026-Q2 |
| LONE PINE CAPITAL LLC new | 577,666 | $50M | 0.2% | 2026-Q2 |
| RV Capital AG trimmed | 561,086 | $49M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec trimmed | 545,107 | $47M | 0.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 544,862 | $47M | 0.2% | 2026-Q2 |
| TD Waterhouse Canada Inc. added | 516,646 | $48M | 0.2% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.