Interactive Brokers Group Ownership | Who Owns Interactive Brokers Group?
Interactive Brokers Group Ownership Summary
Interactive Brokers Group is owned by 87.71% institutional investors, 2.67% insiders, and 9.63% retail investors. Vanguard group is the largest institutional shareholder, holding 11.73% of IBKR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.22% of its assets in Interactive Brokers Group shares.
IBKR Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Interactive Brokers Group | 87.71% | 2.67% | 9.63% |
| Sector | Financial Services Stocks | 736.16% | 13.84% | -650.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 52.25M | 11.73% | $3.36B |
| Blackrock | 9.30M | 8.69% | $1.14B |
| Blackrock funding, inc. /de | 33.13M | 7.44% | $2.88B |
| Vanguard capital management | 28.35M | 6.36% | $2.47B |
| State street | 19.44M | 4.36% | $1.69B |
| Fmr | 11.83M | 2.66% | $1.03B |
| Geode capital management | 10.64M | 2.39% | $925.47M |
| Greenwich wealth management | 9.92M | 2.23% | $863.59M |
| Invesco | 9.71M | 2.18% | $845.07M |
| Two sigma investments, lp | 8.34M | 1.87% | $725.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oakcliff capital partners, lp | 1.03M | 33.42% | $89.72M |
| Greenwich wealth management | 9.92M | 31.48% | $863.59M |
| Hengistbury investment partners llp | 1.01M | 28.22% | $87.78M |
| Systrade | 500.00K | 27.24% | $43.52M |
| Ancient art | 1.29M | 22.86% | $111.86M |
| Brooktree capital management | 261.63K | 14.86% | $22.77M |
| Crocodile capital partners gmbh | 227.23K | 13.45% | $19.78M |
| Bares capital management | 2.06M | 13.08% | $141.79M |
| Lansing management lp | 245.72K | 12.95% | $21.39M |
| Rv capital | 561.09K | 12.75% | $48.84M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 6.33M | 0.06% | 6.33M |
| Ninety one uk | 5.26M | 1.02% | 5.26M |
| Sixth street partners management company | 3.84M | 0.04% | 3.84M |
| Viking global investors lp | 4.83M | 1.20% | 3.44M |
| Blackrock funding, inc. /de | 33.13M | 0.04% | 1.75M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Cantillon capital management | 517.83K | 6.78% | -10.73M |
| Kayne anderson rudnick investment management | 6.37M | 1.72% | -3.65M |
| Wellington management group llp | 7.38M | 0.11% | -2.39M |
| Egerton capital (uk) llp | 4.13M | 3.47% | -2.15M |
| Jpmorgan chase | 5.19M | 0.03% | -1.54M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 6.33M | 0.06% | 6.33M | $551.33M |
| Ninety one uk | 5.26M | 1.02% | 5.26M | $457.72M |
| Sixth street partners management company | 3.84M | 0.04% | 3.84M | $334.11M |
| Agf management | 1.45M | 0.49% | 1.45M | $126.38M |
| Lone pine capital | 577.67K | 0.31% | 577.67K | $50.28M |
Sold Out
| Holder | Change |
|---|---|
| Curio wealth | -1.00 |
| Blume capital management | -2.00 |
| Northwest financial advisors | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
| Castleview partners | -3.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2026 | 1,147 | 10.50% | 390,692,113 | 3.02% | 87 | 1.21% | 584 | 8.15% | 386 | 16.62% |
| Mar 31, 2026 | 616 | -39.19% | 125,621,455 | -67.26% | 28 | 0.38% | 340 | -30.89% | 178 | -48.70% |
| Dec 31, 2025 | 716 | -24.95% | 254,998,782 | -32.75% | 57 | 0.77% | 337 | -33.79% | 251 | -16.33% |
| Sep 30, 2025 | 704 | -14.77% | 261,205,947 | -29.31% | 59 | 0.84% | 374 | -51.43% | 227 | 1094.74% |
| Jun 30, 2025 | 831 | 6.40% | 376,882,120 | 302.56% | 85 | 1.16% | 772 | 91.56% | 18 | -92.94% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 14.20M | 3.22% | -25.52K |
| Vanguard Total Stock Mkt Idx Inv | 13.44M | 3.02% | -29.89K |
| Vanguard Morn Total Stk Mkt Idx Investor | 13.44M | 3.02% | -29.89K |
| Vanguard US Total Market Shares ETF | 3.27M | 3.00% | 53.98K |
| Vanguard 500 Index Investor | 11.57M | 2.60% | -87.45K |
| iShares Core S&P 500 ETF | 6.01M | 1.33% | 9.58K |
| Fidelity 500 Index | 5.71M | 1.28% | 15.47K |
| State Street® SPDR® S&P 500® ETF | 5.50M | 1.22% | 4.64K |
| SPDR® S&P 500® ETF | 5.26M | 1.18% | 64.77K |
| Fidelity Magellan | 5.19M | 1.17% | -236.10K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 03, 2026 | Conkling Lori A | - | Buy | $2.18K |
| Jul 01, 2026 | Conkling Lori A | - | Buy | $2.20K |
| Jun 01, 2026 | Conkling Lori A | - | Buy | $2.15K |
| May 01, 2026 | Conkling Lori A | - | Buy | $1.99K |
| Apr 28, 2026 | Harris Lawrence E | - | Sell | $2.00M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 2 | - |
| 2026 Q2 | 3 | 1 |
| 2026 Q1 | 2 | 8 |
| 2025 Q4 | 1 | 5 |
| 2025 Q3 | - | 64 |
IBKR Ownership FAQ
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