Interactive Brokers Group Ownership | Who Owns Interactive Brokers Group?
Interactive Brokers Group Ownership Summary
Interactive Brokers Group is owned by 28.21% institutional investors, 2.80% insiders, and 69.00% 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 | 28.21% | 2.80% | 69.00% |
| Sector | Financial Services Stocks | 37.04% | 15.58% | 47.38% |
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 | 31.38M | 7.04% | $2.10B |
| State street | 19.09M | 4.29% | $1.28B |
| Fmr | 12.50M | 2.81% | $838.46M |
| Cantillon capital management | 11.25M | 2.52% | $754.26M |
| Geode capital management | 10.44M | 2.34% | $699.50M |
| Kayne anderson rudnick investment management | 10.02M | 2.25% | $671.79M |
| Greenwich wealth management | 9.92M | 2.23% | $665.61M |
| Wellington management group llp | 9.77M | 2.19% | $655.60M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Oakcliff capital partners, lp | 1.03M | 30.50% | $69.13M |
| Hengistbury investment partners llp | 1.05M | 29.35% | $70.48M |
| Greenwich wealth management | 9.92M | 27.17% | $665.61M |
| Systrade | 500.00K | 22.50% | $33.53M |
| Ancient art | 1.29M | 18.80% | $86.20M |
| Brooktree capital management | 272.25K | 14.48% | $18.26M |
| Rv capital | 757.92K | 13.36% | $51.11M |
| Bares capital management | 2.06M | 13.08% | $141.79M |
| Lansing management lp | 290.19K | 12.93% | $19.46M |
| Crocodile capital partners gmbh | 227.23K | 8.62% | $12.04M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Fmr | 12.50M | 0.04% | 7.69M |
| Norges bank | 7.05M | 0.05% | 7.05M |
| Two sigma investments, lp | 8.31M | 0.45% | 4.79M |
| Capital world investors | 3.03M | 0.03% | 3.03M |
| Vanguard fiduciary trust | 2.49M | 0.04% | 2.49M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Orbis allan gray | 6.12M | 1.73% | -3.16M |
| Marshall wace, llp | 877.77K | 0.06% | -2.33M |
| Agf management | - | - | -2.06M |
| Cantillon capital management | 11.25M | 5.01% | -1.51M |
| Trivest advisors | - | - | -1.32M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 7.05M | 0.05% | 7.05M | $453.15M |
| Capital world investors | 3.03M | 0.03% | 3.03M | $203.28M |
| Vanguard fiduciary trust | 2.49M | 0.04% | 2.49M | $166.97M |
| Viking global investors lp | 1.39M | 0.26% | 1.39M | $93.52M |
| Vanguard global advisers | 978.50K | 0.04% | 978.50K | $65.63M |
Sold Out
| Holder | Change |
|---|---|
| Claris advisors, llc / mo / | -2.00 |
| Blume capital management | -2.00 |
| Northwest financial advisors | -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 % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2025 | 767 | 4.35% | 93,565,490 | 0.04% | 85 | 1.16% | 393 | -1.50% | 254 | 8.09% |
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 | 13.42M | 3.01% | 47.20K |
| Vanguard US Total Market Shares ETF | 3.27M | 3.00% | 53.98K |
| Vanguard 500 Index Investor | 11.34M | 2.55% | -113.15K |
| iShares Core S&P 500 ETF | 5.76M | 1.29% | 16.90K |
| Fidelity Magellan | 5.69M | 1.28% | 355.30K |
| Fidelity 500 Index | 5.69M | 1.28% | 19.82K |
| State Street® SPDR® S&P 500® ETF | 5.31M | 1.19% | -5.70K |
| SPDR® S&P 500® ETF | 5.26M | 1.18% | 64.77K |
| Vanguard Institutional Extnd Mkt Idx Tr | 4.68M | 1.06% | -2.03M |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 01, 2026 | Conkling Lori A | - | Buy | $1.99K |
| Apr 28, 2026 | Harris Lawrence E | - | Sell | $2.00M |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | 1 |
| 2026 Q1 | 2 | 8 |
| 2025 Q4 | 1 | 5 |
| 2025 Q3 | - | 64 |
| 2025 Q2 | - | - |
IBKR Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools