IBKR Institutional Ownership
Top institutional (13F) holders of IBKR and 5%+ (13D/G) positions, sourced from SEC EDGAR.
Institutional owners
56
Institutional value
$19.37B
Top holder
BlackRock, Inc.
Top holders
| Holder | Stake | Filed | Value |
|---|---|---|---|
| BlackRock, Inc.holding company | 7.3% | Aug 7, 2026 | $2.88B |
| Vanguard Capital Managementinvestment advisor | 6.3% | Aug 13, 2026 | $2.47B |
| STATE STREET CORPORATIONholding company | 4.3% | Sep 22, 2026 | $1.69B |
| FMR LLCinvestment advisor | 2.6% | Aug 13, 2026 | $1.03B |
| GEODE CAPITAL MANAGEMENT, LLCinvestment advisor | 2.4% | Nov 6, 2026 | $932.55M |
| Invesco Ltd.holding company | 2.1% | Aug 14, 2026 | $845.07M |
| Vanguard Portfolio Managementinvestment advisor | 1.9% | Aug 13, 2026 | $759.36M |
| TWO SIGMA INVESTMENTS, LPinvestment advisor | 1.9% | Aug 14, 2026 | $731.02M |
| WELLINGTON MANAGEMENT GROUP LLPinvestment advisor | 1.6% | Aug 14, 2026 | $642.54M |
| Norges Bankother | 1.4% | Aug 12, 2026 | $551.33M |
| BANK OF AMERICA CORP /DE/holding company | 1.3% | Aug 14, 2026 | $518.24M |
| JPMORGAN CHASE & COholding company | 1.1% | Aug 12, 2026 | $457.54M |
| MORGAN STANLEYholding company | 1.1% | Aug 13, 2026 | $447.93M |
| JANE STREET GROUP, LLCholding company | 1.1% | Aug 14, 2026 | $424.88M |
| VIKING GLOBAL INVESTORS LPother | 1.1% | Aug 14, 2026 | $420.47M |
| Neuberger Berman Group LLCinvestment advisor | 1.0% | Oct 27, 2026 | $401.33M |
| GOLDMAN SACHS GROUP INCinvestment advisor | 0.9% | Aug 14, 2026 | $361.81M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INCinvestment advisor | 0.8% | Aug 14, 2026 | $334.11M |
| UBS Group AGbank | 0.8% | Aug 13, 2026 | $317.21M |
| NORTHERN TRUST CORPinvestment advisor | 0.8% | Aug 13, 2026 | $313.84M |
| Capital World Investorsinvestment advisor | 0.7% | Aug 12, 2026 | $283.35M |
| Egerton Capital (UK) LLPinvestment advisor | 0.7% | Oct 20, 2026 | $269.99M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLPinvestment advisor | 0.6% | Aug 14, 2026 | $236.9M |
| CITADEL ADVISORS LLCinvestment advisor | 0.6% | Sep 1, 2026 | $217.02M |
| Bank of New York Mellon Corpholding company | 0.5% | Nov 5, 2026 | $201.45M |
5%+ holders
Current stakes of 5% or more from Schedule 13D and 13G filings. A joint filing shows once, under its lead filer.
| Holder | Form | Stake | Filed |
|---|---|---|---|
| Vanguard Capital Managementinvestment advisor | SC 13G | 7.3% | Apr 30, 2026 |
| BlackRock, Inc.holding company | SC 13G/A | 6.2% | Oct 17, 2025 |
Institutional ownership for companies related to IBKR
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Source: SEC EDGAR Schedule 13D / 13G and 13F filings.