Who owns IBKR (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-Q1 13F filings. 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
299 tracked funds added or opened IBKR while 198 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
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, VANGUARD GROUP 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 2025-Q4 and 2026-Q1, across 993 tracked filers holding IBKR, 534 increased or opened the position and 446 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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 2025-Q4 and 2026-Q1 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 61
- VANGUARD CAPITAL MANAGEMENT LLC$1.9B
- VANGUARD PORTFOLIO MANAGEMENT LLC$1.0B
- Capital World Investors$203M
- VANGUARD FIDUCIARY TRUST CO$167M
- VIKING GLOBAL INVESTORS LP$94M
- Vanguard Global Advisers, LLC$66M
Full exits 54
- VANGUARD GROUP INC$3.3B
- TWO SIGMA ADVISERS, LP$296M
- PEAK6 LLC$38M
- Aquatic Capital Management LLC$26M
- Prana Capital Management, LP$25M
- Schonfeld Strategic Advisors LLC$24M
Largest adds
- FMR LLC$529M
- TWO SIGMA INVESTMENTS, LP$331M
- BESSEMER GROUP INC$165M
- WELLINGTON MANAGEMENT GROUP LLP$123M
- Invesco Ltd.$103M
- LORD, ABBETT & CO. LLC$89M
Largest trims
- BlackRock, Inc.$376M
- NORGES BANK$224M
- Orbis Allan Gray Ltd$186M
- MARSHALL WACE, LLP$147M
- Cantillon Capital Management LLC$66M
- JPMORGAN CHASE & CO$50M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 28,180,361 | $1.9B | 7.1% | 2026-Q1 |
| BlackRock, Inc. trimmed | 24,776,212 | $1.7B | 6.3% | 2026-Q1 |
| STATE STREET CORP added | 19,092,105 | $1.3B | 4.8% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 14,984,545 | $1.0B | 3.8% | 2026-Q1 |
| FMR LLC added | 12,501,284 | $838M | 3.2% | 2026-Q1 |
| Cantillon Capital Management LLC trimmed | 11,245,881 | $754M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 10,443,607 | $700M | 2.6% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 10,016,215 | $672M | 2.5% | 2026-Q1 |
| Greenwich Wealth Management LLC added | 9,924,043 | $666M | 2.5% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 9,774,792 | $656M | 2.5% | 2026-Q1 |
| Invesco Ltd. added | 9,477,716 | $636M | 2.4% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 8,312,971 | $558M | 2.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 6,723,652 | $428M | 1.6% | 2026-Q1 |
| Egerton Capital (UK) LLP trimmed | 6,275,179 | $421M | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 6,230,136 | $418M | 1.6% | 2026-Q1 |
| Orbis Allan Gray Ltd trimmed | 6,118,045 | $410M | 1.5% | 2026-Q1 |
| London & Capital Asset Management Ltd added | 5,915,803 | $397M | 1.5% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 5,744,408 | $385M | 1.4% | 2026-Q1 |
| MORGAN STANLEY added | 4,765,572 | $320M | 1.2% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 4,454,154 | $299M | 1.1% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 4,047,376 | $271M | 1.0% | 2026-Q1 |
| JACOBS LEVY EQUITY MANAGEMENT, INC trimmed | 3,931,016 | $264M | 1.0% | 2026-Q1 |
| BESSEMER GROUP INC added | 3,922,736 | $263M | 1.0% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 3,733,048 | $249M | 0.9% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 3,592,551 | $241M | 0.9% | 2026-Q1 |
| NORTHERN TRUST CORP added | 3,561,826 | $239M | 0.9% | 2026-Q1 |
| NORGES BANK trimmed | 1,382,808 | $229M | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 3,221,545 | $216M | 0.8% | 2026-Q1 |
| Capital World Investors new | 3,030,920 | $203M | 0.8% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 2,889,181 | $194M | 0.7% | 2026-Q1 |
| Legal & General Group Plc added | 2,506,521 | $168M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,489,553 | $167M | 0.6% | 2026-Q1 |
| TD Asset Management Inc added | 2,468,900 | $166M | 0.6% | 2026-Q1 |
| Amundi added | 2,433,236 | $163M | 0.6% | 2026-Q1 |
| FIRST TRUST ADVISORS LP trimmed | 2,299,168 | $154M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,282,311 | $153M | 0.6% | 2026-Q1 |
| BARCLAYS PLC added | 2,266,397 | $152M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 2,263,352 | $152M | 0.6% | 2026-Q1 |
| Progeny 3, Inc. added | 2,195,640 | $147M | 0.6% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,125,652 | $143M | 0.5% | 2026-Q1 |
| KBC Group NV added | 2,115,438 | $142M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 1,775,579 | $119M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,767,778 | $119M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 1,682,514 | $113M | 0.4% | 2026-Q1 |
| FIL Ltd added | 1,512,390 | $101M | 0.4% | 2026-Q1 |
| Ensign Peak Advisors, Inc trimmed | 1,477,244 | $99M | 0.4% | 2026-Q1 |
| LORD, ABBETT & CO. LLC added | 1,463,821 | $98M | 0.4% | 2026-Q1 |
| TimesSquare Capital Management, LLC trimmed | 1,450,839 | $97M | 0.4% | 2026-Q1 |
| VIKING GLOBAL INVESTORS LP new | 1,394,329 | $94M | 0.4% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 1,326,843 | $89M | 0.3% | 2026-Q1 |
| Ancient Art, L.P. trimmed | 1,285,193 | $86M | 0.3% | 2026-Q1 |
| Bronte Capital Management Pty Ltd. trimmed | 1,281,731 | $86M | 0.3% | 2026-Q1 |
| Nuveen, LLC trimmed | 1,265,772 | $85M | 0.3% | 2026-Q1 |
| Hosking Partners LLP trimmed | 1,195,287 | $80M | 0.3% | 2026-Q1 |
| Assenagon Asset Management S.A. added | 1,192,749 | $80M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,140,415 | $76M | 0.3% | 2026-Q1 |
| Bristol Gate Capital Partners Inc. trimmed | 1,135,210 | $76M | 0.3% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 1,129,624 | $76M | 0.3% | 2026-Q1 |
| Empower Advisory Group, LLC trimmed | 1,105,919 | $74M | 0.3% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 1,089,744 | $73M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 1,063,175 | $71M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 1,060,183 | $71M | 0.3% | 2026-Q1 |
| Hengistbury Investment Partners LLP trimmed | 1,050,834 | $70M | 0.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,050,385 | $70M | 0.3% | 2026-Q1 |
| Oakcliff Capital Partners, LP | 1,030,740 | $69M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,001,329 | $67M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 978,498 | $66M | 0.2% | 2026-Q1 |
| CONGRESS ASSET MANAGEMENT CO added | 971,529 | $65M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 935,380 | $63M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System added | 930,850 | $62M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 919,886 | $62M | 0.2% | 2026-Q1 |
| National Pension Service added | 908,278 | $61M | 0.2% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 877,766 | $59M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 847,227 | $57M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 850,275 | $57M | 0.2% | 2026-Q1 |
| CITIGROUP INC trimmed | 807,830 | $54M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 793,776 | $53M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 766,485 | $51M | 0.2% | 2026-Q1 |
| HRT FINANCIAL LP added | 763,903 | $51M | 0.2% | 2026-Q1 |
| RV Capital AG added | 757,919 | $51M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 741,281 | $50M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 736,273 | $49M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 731,388 | $49M | 0.2% | 2026-Q1 |
| Blue Whale Capital LLP added | 714,184 | $48M | 0.2% | 2026-Q1 |
| Compagnie Lombard Odier SCmA added | 697,166 | $47M | 0.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 682,455 | $46M | 0.2% | 2026-Q1 |
| Caisse de depot et placement du Quebec trimmed | 655,749 | $44M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 649,346 | $44M | 0.2% | 2026-Q1 |
| SOROS FUND MANAGEMENT LLC trimmed | 645,344 | $43M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 645,032 | $43M | 0.2% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ trimmed | 605,957 | $41M | 0.2% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 596,769 | $40M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 51,833,585 | $3.3B | 12.5% | 2025-Q4 stale |
| Waverton Investment Management Ltd added | 4,922,936 | $339M | 1.3% | 2025-Q3 stale |
| TWO SIGMA ADVISERS, LP added | 4,597,600 | $296M | 1.1% | 2025-Q4 stale |
| JARISLOWSKY, FRASER Ltd trimmed | 3,724,608 | $256M | 1.0% | 2025-Q3 stale |
| Bares Capital Management, Inc. trimmed | 2,060,589 | $142M | 0.5% | 2025-Q3 stale |
| AGF MANAGEMENT LTD added | 2,064,368 | $114M | 0.4% | 2025-Q2 stale |
| Trivest Advisors Ltd added | 1,317,400 | $73M | 0.3% | 2025-Q2 stale |
| Alyeska Investment Group, L.P. trimmed | 918,648 | $63M | 0.2% | 2025-Q3 stale |
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.