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IBKR

Interactive Brokers Group, Inc.

$66.19

-0.73 (-1.09%)

Summary

Stories

News

Metrics

Fundamentals

Holders

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Institutional Holders

889

tracked filers

Total Institutional Value

$12.6B

889 holders tracked

Report Date

Q4 2025

SEC 13F-HR filing

Notable changes (3)

STATE STREET CORP increased position by 23.3%. GEODE CAPITAL MANAGEMENT, LLC increased position by 69.4%. Egerton Capital (UK) LLP reduced position by 22.4%.

HolderCategory

Shares

Value

Weight

Change

STATE STREET CORP

Index Fund

18.6M

$1.3B

--

+23.3%

Greenwich Wealth Management LLC

Other

10.4M

$713.4K

--

-4.6%

WELLINGTON MANAGEMENT GROUP LLP

Other

9.3M

$636.9M

--

+9.3%

GEODE CAPITAL MANAGEMENT, LLC

Index Fund

9.1M

$625.8M

--

+69.4%

Egerton Capital (UK) LLP

Other

6.3M

$430.3M

--

-22.4%

Data source: SEC EDGAR 13F-HR filings

Company Profile

Symbol

IBKR


Market Cap

$29.81B


IPO Date

May 4, 2007


CEO

--


Employees

3,182


Sector

--


Industry

SECURITY BROKERS, DEALERS & FLOTATION COMPANIES


Country

United States


Exchange

--

Interactive Brokers is a large, automated, retail and institutional brokerage that boasted nearly $780 billion in customer equity at the end of 2025. The company cut its teeth as a market maker, introducing US financial markets to automated and algorithmic training before expanding into brokerage services in 1993. The firm has a wide-ranging client base, with its best-in-class order execution and extremely low margin lending rates catering to a sophisticated audience of hedge funds, proprietary traders, and introducing brokers that account for about 45% of the firm's commissions. With operations spanning more than 160 electronic exchanges, 36 countries, and 28 currencies, Interactive Brokers caters to a global clientele, with more than 80% of active accounts sitting outside the US.

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