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Of the 20 tracked institutions holding IBKR, 12 have a 3-year clone track record — 10 of them beat the S&P. Average holder's clone alpha: +3.7pt. It's a gauge of who owns the name, not just how many.
Among the 20 tracked institutional investors we monitor, IBKR (INTERACTIVE BROKERS GROUP IN) is held with a combined value of $10.83B across 139,266,336 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. 8 funds increased their holdings. 10 funds reduced their position.
Total Institutional Value
$10.83B
Total Shares Held
139,266,336
Institutional Holders
20
Days to Cover
1.8-12.5%
8.10M shares short · FINRA 2026-08-14
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
4
$8.89K
0
$0
Total Transactions
4
Last 12 months
| Date | Insider | Code | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Lori A Conkling | P | Purchase | 25 | $2.36K |
| Aug 3, 2026 | Lori A Conkling | P | Purchase | 25 | $2.17K |
| Jul 1, 2026 | Lori A Conkling | P | Purchase | 25 | $2.20K |
| Jun 1, 2026 | Lori A Conkling | P | Purchase | 25 | $2.15K |
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $3.36B | 0.05% | -1.1% |
| 2 | BlackRock, Inc. | $2.88B | 0.04% | +5.6% |
| 3 | STATE STREET CORP | $1.69B | 0.05% | +1.8% |
| 4 | FMR LLC | $1.03B | 0.04% | -5.4% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $642.54M | 0.11% | -24.5% |
| 6 | VIKING GLOBAL INVESTORS LP | $420.47M | 1.20% | +246.5% |
| 7 | TWO SIGMA ADVISERS, LP | $295.67M | 0.57% | +9.7% |
| 8 | PRICE T ROWE ASSOCIATES INC /MD/ | $130.91M | 0.01% | +38.0% |
| 9 | CITADEL ADVISORS LLC | $94.15M | 0.05% | +46.9% |
| 10 | Point72 Asset Management, L.P. | $75.47M | 0.12% | +1305.5% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Oct 14, 2025 |
| Lisa McClain | Buy | Aug 13, 2025 |
| Lisa McClain | Sell | Jun 24, 2025 |
| Lisa McClain | Buy |
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, 20 institutional investors hold IBKR with a combined value of $10.83B.
In the most recent quarter, 2 funds opened a new position in IBKR. Additionally, 8 increased their holdings and 10 reduced their positions.
Institutional investors hold $10.83B worth of IBKR stock across 20 positions. The largest institutional holder is VANGUARD GROUP INC with $3.36B in holdings.
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.
Get notified when hedge funds change their IBKR positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
| Jun 17, 2025 |
| Morgan McGarvey | Sell | Nov 13, 2024 |
| Morgan McGarvey | Buy | Jun 6, 2024 |
Last Close
$90.28
2026-09-09
YTD
+34.3%
79% of 52-week range
