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IBKR Institutional Ownership & 13F Holders | SmartMoneyDB

IBKRINTERACTIVE BROKERS GROUP IN

COM CL A · CUSIP 45841N107

Smart Money Ownership

Of the 17 tracked institutions holding IBKR, 10 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +4.9pt. It's a gauge of who owns the name, not just how many.

IBKR (INTERACTIVE BROKERS GROUP IN) Institutional Ownership Summary

Among the 17 tracked institutional investors we monitor, IBKR (INTERACTIVE BROKERS GROUP IN) is held with a combined value of $8.64B across 130,958,321 shares. The largest holder is VANGUARD GROUP INC with a position worth $3.36B (0.05% of their portfolio). 2 funds opened new positions in the most recent quarter. 7 funds increased their holdings. 8 funds reduced their position.

Total Institutional Value

$8.64B

Total Shares Held

130,958,321

Institutional Holders

Days to Cover

2.2-19.4%

9.18M shares short · FINRA 2026-07-15

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

FMR LLC+160% shares~$515.9M WELLINGTON MANAGEMENT GROUP LLP+18% shares~$100.0M VIKING GLOBAL INVESTORS LPNew position~$93.5M STATE STREET CORP+1% shares~$17.7M AQR CAPITAL MANAGEMENT LLC+155% shares~$9.9M

Insider Trading Activity

Insider Buys

$4.35K

Insider Sells

Total Transactions

Last 12 months

Lori A Conkling

Director

Purchase

Jul 1, 2026 · 25 sh @ $88.03$2.20K

Lori A Conkling

Director

Purchase

Jun 1, 2026 · 25 sh @ $86.1$2.15K

Date	Insider	Position	Code	Type	Shares	Price	Value
Jul 1, 2026	Lori A Conkling	Director	P	Purchase	25	$88.03	$2.20K
Jun 1, 2026	Lori A Conkling	Director	P	Purchase	25	$86.1	$2.15K

13F Institutional Holders

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WELLINGTON MANAGEMENT GROUP LLP

0.12% of book+18.0%

$655.60M

VIKING GLOBAL INVESTORS LP

0.26% of bookNew

$93.52M

PRICE T ROWE ASSOCIATES INC /MD/

MILLENNIUM MANAGEMENT LLC

0.02% of book-42.4%

$49.33M

SOROS FUND MANAGEMENT LLC

0.47% of book-16.3%

$43.28M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$3.36B	52,254,357	0.05%	-1.1%
2	BlackRock, Inc.	$2.10B	31,375,037	0.04%	-1.0%
3	STATE STREET CORP	$1.28B	19,092,105	0.04%	+1.4%
4	FMR LLC	$838.46M	12,501,284	0.04%	+159.9%
5	WELLINGTON MANAGEMENT GROUP LLP	$655.60M	9,774,792	0.12%	+18.0%
6	VIKING GLOBAL INVESTORS LP	$93.52M	1,394,329	0.26%	New
7	PRICE T ROWE ASSOCIATES INC /MD/	$73.09M	1,089,744	0.01%	+5.8%
8	CITADEL ADVISORS LLC	$49.38M	736,273	0.03%	+13.2%
9	MILLENNIUM MANAGEMENT LLC	$49.33M	735,500	0.02%	-42.4%
10	SOROS FUND MANAGEMENT LLC	$43.28M	645,344	0.47%	-16.3%

Congress Trading

2 members · 6 disclosed trades in IBKR

Member	Type	Amount	Date
Lisa McClain	Sell	$1,001 - $15,000	Oct 14, 2025
Lisa McClain	Buy	$1,001 - $15,000	Aug 13, 2025
Lisa McClain	Sell	$1,001 - $15,000	Jun 24, 2025
Lisa McClain	Buy	$1,001 - $15,000

Frequently Asked Questions

Which institutional investors own the most IBKR stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of IBKR with a position worth $3.36B, representing 0.05% of their portfolio. In total, 17 institutional investors hold IBKR with a combined value of $8.64B.

Are hedge funds buying or selling IBKR?

In the most recent quarter, 2 funds opened a new position in IBKR. Additionally, 7 increased their holdings and 8 reduced their positions.

What percentage of IBKR is owned by institutional investors?

Institutional investors hold $8.64B worth of IBKR stock across 17 positions. The largest institutional holder is VANGUARD GROUP INC with $3.36B in holdings.

What is a 13F filing and why does it matter for IBKR?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IBKR, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track IBKR institutional moves

Get notified when hedge funds change their IBKR positions.