Follow-The-Filings

Security

IBKR

Interactive Brokers Group In · COM CL A

Equity holders as of 2026 Q1 (each manager’s latest book)

22 owners 2 new 1 exit max 30.5% (Bryan Lawrence - Oakcliff...)

grid → activity →
owners 22
rank #146
master % 0.04%
max % 30.5%
tracked value $5.2B
qoq N 2 A 7 R 10 E 1

holders

sorted by % of portfolio · long equity only · exits show last held size

manager % port activity shares value history
Bryan Lawrence - Oakcliff Capital Partners, LP 2026 Q1 30.5% — 1,030,740 $69M hist
Robert Vinall - Rv Capital AG 2026 Q1 13.4% Add +2.09 pp 757,919 $51M hist
William Von Mueffling - Cantillon Capital Management LLC 2026 Q2 stale 6.8% Reduce +1.77 pp 517,833 $45M hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 stale 3.5% Reduce -1.20 pp 4,129,416 $359M hist
Ron Baron - Bamco Inc. /NY/ (Baron Capital) 2026 Q1 0.8% Reduce +0.01 pp 4,047,376 $271M hist
George Soros - Soros Fund Management LLC 2026 Q1 0.5% Reduce -0.10 pp 645,344 $43M hist
Two Sigma Investments, LP 2025 Q4 stale 0.3% Exit -0.32 pp 3,526,821 $227M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 0.3% New 0.3% 1,394,329 $94M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% Reduce -0.13 pp 877,766 $59M hist
Vanguard Group Inc. 2025 Q4 stale 0.1% Reduce -0.01 pp 52,254,357 $3.4B hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.05 pp 7,046,279 $453M hist
Renaissance Technologies LLC 2026 Q1 0.1% Reduce -0.01 pp 461,700 $31M hist
Natixis Advisors, LLC 2026 Q1 0.0% Add +0.03 pp 365,464 $25M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Reduce -0.01 pp 585,800 $39M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.0% Add +0.02 pp 491,508 $33M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.0% Add 0.00 pp 114,822 $8M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.09 pp 72,337 $5M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add 0.00 pp 736,273 $49M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Add 0.00 pp 242,576 $16M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% New 0.0% 61,692 $4M hist
Ken Fisher - Fisher Asset Management, LLC 2026 Q1 0.0% Reduce 0.00 pp 7,429 $498 hist
Ancora Advisors LLC 2026 Q1 0.0% Add 0.00 pp 598 $40 hist
Dmitry Balyasny - Balyasny Asset Management L.P. exited 2026 Q1 last 2025 Q4 0.0% Exit 0.00 pp 6,877 $442 hist

22 current · 1 exited last period · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $1.56B $1.98B $2.44B
Gross profit — — —
Gross margin — — —
Net income — — —
Net margin — — —

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $128.42B $150.14B $203.24B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $3.58B $4.28B $5.36B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $4.54B $8.72B $15.81B
Cash from investing -$52M -$44M -$171M
Cash from financing -$624M -$833M -$969M
Net change in cash $3.99B $7.64B $15.06B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders