Interactive Brokers Group Ownership | Who Owns Interactive Brokers Group?
Interactive Brokers Group Ownership Summary
Interactive Brokers Group is owned by 57.25% institutional investors, 2.87% insiders, and 39.87% 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 | 57.25% | 2.87% | 39.87% |
| Sector | Financial Services Stocks | 32.19% | 15.44% | 52.37% |
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 | 31.68M | 7.11% | $2.04B |
| State street | 18.65M | 4.25% | $1.28B |
| Cantillon capital management | 12.76M | 2.87% | $820.59M |
| Kayne anderson rudnick investment management | 12.17M | 2.78% | $837.73M |
| Wellington management group llp | 10.90M | 2.49% | $750.11M |
| Geode capital management | 10.20M | 2.29% | $654.26M |
| Orbis allan gray | 9.54M | 2.18% | $656.71M |
| Greenwich wealth management | 9.19M | 2.06% | $590.69M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Hengistbury investment partners llp | 1.14M | 32.80% | $73.06M |
| Oakcliff capital partners, lp | 1.03M | 30.61% | $70.93M |
| Ancient art | 1.64M | 27.18% | $113.10M |
| Greenwich wealth management | 9.19M | 26.35% | $590.69M |
| Systrade | 500.00K | 19.62% | $32.16M |
| Brooktree capital management | 400.73K | 17.14% | $25.77M |
| Lansing management lp | 337.99K | 16.87% | $23.26M |
| Bares capital management | 2.06M | 13.08% | $141.79M |
| Rv capital | 752.48K | 11.27% | $48.39M |
| Bronte capital management pty | 1.49M | 9.53% | $95.58M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 7.05M | 0.05% | 7.05M |
| State street | 18.65M | 0.04% | 3.52M |
| Wellington management group llp | 10.90M | 0.13% | 1.63M |
| Bessemer group | 1.53M | 0.15% | 1.52M |
| Worldquant millennium advisors | 1.37M | 0.41% | 1.37M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Agf management | - | - | -2.06M |
| Marshall wace, llp | 3.48M | 0.24% | -1.93M |
| Jpmorgan chase | 7.44M | 0.03% | -1.61M |
| Qube research | - | - | -1.52M |
| Citigroup | 992.68K | 0.03% | -1.44M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.05M | 0.05% | 7.05M | $453.15M |
| Bristol gate capital partners | 1.21M | 4.50% | 1.21M | $77.93M |
| Adage capital partners gp | 405.30K | 0.04% | 405.30K | $27.89M |
| Ofi invest asset management | 347.63K | 0.27% | 347.63K | $19.04M |
| Blue whale capital llp | 315.58K | 1.20% | 315.58K | $21.72M |
Sold Out
| Holder | Change |
|---|---|
| Northwest financial advisors | -2.00 |
| Blume capital management | -2.00 |
| Claris advisors, llc / mo / | -2.00 |
| Castleview partners | -3.00 |
| Migdal insurance & financial | -4.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 767 | 4.35% | 93,565,490 | 0.04% | 85 | 1.16% | 393 | -1.50% | 254 | 8.09% |
| Dec 31, 2024 | 426 | -29.47% | 56,720,993 | -37.97% | 52 | 0.74% | 229 | -28.88% | 143 | -23.12% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 14.20M | 3.22% | -25.52K |
| Vanguard US Total Market Shares ETF | 3.27M | 3.00% | 53.98K |
| Vanguard Total Stock Mkt Idx Inv | 13.38M | 3.00% | 22.54K |
| Vanguard 500 Index Investor | 11.45M | 2.57% | 109.32K |
| Vanguard Mid Cap Index Institutional | 9.20M | 2.06% | 32.05K |
| iShares Core S&P 500 ETF | 5.73M | 1.28% | -3.12K |
| Fidelity 500 Index | 5.67M | 1.27% | 9.35K |
| Fidelity Magellan | 5.34M | 1.20% | 5.34M |
| SPDR® S&P 500® ETF | 5.26M | 1.18% | 64.77K |
| State Street® SPDR® S&P 500® ETF | 5.20M | 1.17% | 11.65K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 01, 2026 | Conkling Lori A | - | Buy | $1.71K |
| Feb 25, 2026 | Conkling Lori A | - | Buy | $3.66K |
| Mar 02, 2026 | Conkling Lori A | - | Buy | $1.73K |
| Jan 26, 2026 | Nemser Earl H | Vice Chairman | Sell | $4.62M |
| Jan 26, 2026 | Nemser Earl H | Vice Chairman | Sell | $2.36M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | 2 | 8 |
| 2025 Q4 | 1 | 5 |
| 2025 Q3 | - | 64 |
| 2025 Q2 | - | - |
IBKR Ownership FAQ
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