DaveManuel.com · Institutional Ownership · Who Owns It
INTERACTIVE BROKERS GROUP IN (IBKR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
1,128
Reporting holders
$34.7B
Reported value
1.4%
Calls
1.0%
Puts
+114
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $2.9B | 33,129,663 | 0.04% | 8q | +5.6%+$152.7M |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.5B | 28,349,920 | 0.05% | 2q | +0.6%+$14.8M |
| STATE STREET CORP | $1.7B | 19,437,767 | 0.05% | 31q | +1.8%+$30.1M |
| FMR LLC | $1.0B | 11,828,151 | 0.04% | 31q | -5.4%-$58.6M |
| GEODE CAPITAL MANAGEMENT, LLC | $925.5M | 10,641,906 | 0.05% | 31q | +1.9%+$17.2M |
| Greenwich Wealth Management LLC | $863.6M | 9,921,755 | 31.43% | 31q | HELD |
| Invesco Ltd. | $845.1M | 9,708,980 | 0.07% | 31q | +0.6%+$5.4M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $759.4M | 8,724,292 | 0.03% | 2q | -41.8%-$544.9M |
| TWO SIGMA INVESTMENTS, LP | $731.0M incl. $5.1M options CALL+PUT | 8,340,400 | 0.53% | 9q | HELD |
| WELLINGTON MANAGEMENT GROUP LLP | $642.5M | 7,382,141 | 0.11% | 17q | -24.5%-$208.3M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $554.1M | 6,365,531 | 1.72% | 31q | -36.4%-$317.8M |
| NORGES BANK | $551.3M | 6,334,173 | 0.05% | 32q | -10.1%-$62.0M |
| Orbis Allan Gray Ltd | $528.3M | 6,069,270 | 1.82% | 19q | -0.8%-$4.2M |
| W1M Asset Management Ltd | $520.1M | 5,975,636 | 4.77% | 5q | +1.0%+$5.2M |
| BANK OF AMERICA CORP /DE/ | $518.2M | 5,954,055 | 0.03% | 31q | -4.4%-$24.0M |
| AMERICAN CENTURY COMPANIES INC | $485.9M | 5,583,028 | 0.21% | 19q | -2.8%-$14.0M |
| Ninety One UK Ltd | $457.7M | 5,258,689 | 1.02% | new | NEW |
| JPMORGAN CHASE & CO | $457.5M | 5,187,549 | 0.03% | 31q | -22.8%-$135.5M |
| MORGAN STANLEY | $447.9M | 5,146,242 | 0.02% | 35q | +8.0%+$33.1M |
| JANE STREET GROUP, LLC | $424.9M incl. $133.3M options CALL+PUT | 3,350,116 | 0.04% | 27q | +89.5%+$200.7M |
| VIKING GLOBAL INVESTORS LP | $420.5M | 4,830,748 | 1.20% | 2q | +246.5%+$299.1M |
| BAMCO INC /NY/ | $418.4M | 4,807,214 | 0.63% | 14q | +18.8%+$66.1M |
| NEUBERGER BERMAN GROUP LLC | $401.3M | 4,601,941 | 0.27% | 31q | +23.3%+$75.8M |
| 1832 Asset Management L.P. | $377.8M | 4,340,899 | 0.19% | 23q | -2.5%-$9.9M |
| GOLDMAN SACHS GROUP INC | $361.8M | 4,156,847 | 0.03% | 31q | +29.0%+$81.4M |
| Egerton Capital (UK) LLP | $359.4M | 4,129,416 | 3.47% | 10q | -34.2%-$186.8M |
| BESSEMER GROUP INC | $337.2M | 3,874,453 | 0.46% | 13q | -1.2%-$4.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $334.1M | 3,838,547 | 0.04% | 31q | +6.8%+$21.4M |
| TD Asset Management Inc | $317.9M | 3,651,927 | 0.28% | 7q | +47.9%+$103.0M |
| UBS Group AG | $317.2M incl. $20.7M options CALL+PUT | 3,406,122 | 0.04% | 31q | +50.5%+$106.4M |
| NORTHERN TRUST CORP | $313.8M | 3,605,708 | 0.04% | 31q | +1.2%+$3.8M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $295.9M | 3,399,433 | 1.06% | 16q | -13.5%-$46.3M |
| Capital World Investors | $283.4M | 3,255,412 | 0.03% | 2q | +7.4%+$19.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $236.9M incl. $209.7M options CALL+PUT | 312,704 | 0.02% | 31q | +10.1%+$21.8M |
| BARCLAYS PLC | $227.9M | 2,618,674 | 0.04% | 31q | +15.5%+$30.7M |
| VANGUARD FIDUCIARY TRUST CO | $218.0M | 2,505,131 | 0.05% | 2q | +0.6%+$1.4M |
| CITADEL ADVISORS LLC | $217.0M incl. $122.9M options CALL+PUT | 1,081,743 | 0.02% | 31q | +46.9%+$69.3M |
| Bank of New York Mellon Corp | $210.6M | 2,420,031 | 0.03% | 31q | +6.0%+$12.0M |
| Legal & General Group Plc | $199.0M | 2,286,593 | 0.04% | 31q | -8.8%-$19.1M |
| WELLS FARGO & COMPANY/MN | $197.9M | 2,273,543 | 0.03% | 31q | -21.3%-$53.6M |
| Progeny 3, Inc. | $191.1M | 2,195,640 | 9.86% | 8q | HELD |
| FIRST TRUST ADVISORS LP | $183.3M | 2,106,272 | 0.11% | 20q | -8.4%-$16.8M |
| DEUTSCHE BANK AG\ | $180.6M | 2,074,666 | 0.05% | 34q | +95.7%+$88.3M |
| Amundi | $176.7M | 2,029,684 | 0.04% | 21q | -16.6%-$35.1M |
| KBC Group NV | $176.6M | 2,028,985 | 0.38% | 15q | -4.1%-$7.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $168.7M | 1,938,409 | 0.03% | 31q | -8.8%-$16.3M |
| ROYAL BANK OF CANADA | $148.2M incl. $20.9M options CALL | 1,462,963 | 0.02% | 31q | -13.0%-$22.2M |
| RAYMOND JAMES FINANCIAL INC | $147.6M | 1,695,198 | 0.04% | 7q | -4.5%-$7.0M |
| HRT FINANCIAL LP | $143.5M incl. $1.4M options OPT | 1,648,965 | 0.26% | 7q | +97.7%+$70.9M |
| D. E. Shaw & Co., Inc. | $139.9M incl. $426.5K options CALL | 1,602,534 | 0.07% | 27q | +226.0%+$97.0M |
| FIL Ltd | $137.6M | 1,581,220 | 0.10% | 15q | +4.6%+$6.0M |
| CONGRESS ASSET MANAGEMENT CO | $133.0M | 1,527,739 | 0.82% | 3q | +57.3%+$48.4M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $130.9M | 1,504,030 | 0.01% | 31q | +38.0%+$36.1M |
| LORD, ABBETT & CO. LLC | $128.1M | 1,471,381 | 0.37% | 6q | +0.5%+$658.0K |
| Qube Research & Technologies Ltd | $127.1M incl. $1.5M options CALL+PUT | 1,442,839 | 0.12% | 7q | +284.7%+$94.0M |
| AGF MANAGEMENT LTD | $126.4M | 1,451,924 | 0.49% | new | NEW |
| TimesSquare Capital Management, LLC | $124.0M | 1,424,489 | 1.82% | 20q | -1.8%-$2.3M |
| Robeco Institutional Asset Management B.V. | $123.5M | 1,418,704 | 0.15% | 8q | +6.9%+$8.0M |
| Russell Investments Group, Ltd. | $122.4M | 1,406,208 | 0.11% | 31q | +23.3%+$23.1M |
| CANADA PENSION PLAN INVESTMENT BOARD | $115.1M | 1,322,682 | 0.06% | 20q | +66.6%+$46.0M |
| Allspring Global Investments Holdings, LLC | $113.2M | 1,214,314 | 0.17% | 18q | +77.9%+$49.6M |
| Assenagon Asset Management S.A. | $112.3M | 1,290,342 | 0.07% | 4q | +8.2%+$8.5M |
| Ancient Art, L.P. | $111.9M | 1,285,193 | 22.86% | 31q | HELD |
| Nuveen, LLC | $103.9M | 1,193,615 | 0.02% | 6q | -5.7%-$6.3M |
| IMC-Chicago, LLC | $102.2M incl. $101.2M options CALL+PUT | 11,066 | 0.02% | 12q | -68.5%-$222.4M |
| BNP PARIBAS FINANCIAL MARKETS | $97.1M | 1,116,054 | 0.03% | 31q | +21.3%+$17.1M |
| Empower Advisory Group, LLC | $96.8M | 1,111,873 | 0.23% | 14q | +0.5%+$518.2K |
| DIMENSIONAL FUND ADVISORS LP | $93.5M | 1,073,810 | 0.02% | 31q | +2.2%+$2.0M |
| Hosking Partners LLP | $92.4M | 1,061,140 | 3.07% | 13q | -11.2%-$11.7M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $91.5M | 1,050,804 | 0.05% | 12q | +4.9%+$4.3M |
| Point72 Asset Management, L.P. | $90.5M incl. $15.0M options CALL+PUT | 867,084 | 0.10% | 5q | +1305.5%+$84.0M |
| Oakcliff Capital Partners, LP | $89.7M | 1,030,740 | 33.42% | 31q | HELD |
| Squarepoint Ops LLC | $88.1M incl. $4.2M options CALL+PUT | 964,391 | 0.10% | 11q | +205.3%+$59.2M |
| California Public Employees Retirement System | $88.1M | 1,011,742 | 0.05% | 31q | +8.7%+$7.0M |
| Hengistbury Investment Partners LLP | $87.8M | 1,008,550 | 28.22% | 9q | -4.0%-$3.7M |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $87.2M | 1,001,651 | 0.12% | 4q | +280.9%+$64.3M |
| MILLENNIUM MANAGEMENT LLC | $87.0M incl. $19.8M options CALL+PUT | 772,059 | 0.03% | 22q | +31.8%+$21.0M |
| Vanguard Global Advisers, LLC | $84.2M | 966,952 | 0.04% | 2q | -1.2%-$1.0M |
| TUDOR INVESTMENT CORP ET AL | $83.2M incl. $18.6M options CALL+PUT | 741,915 | 0.12% | 7q | +120.3%+$45.4M |
| PANAGORA ASSET MANAGEMENT INC | $82.3M | 945,321 | 0.25% | 10q | +27.5%+$17.8M |
| ENVESTNET ASSET MANAGEMENT INC | $81.6M | 937,891 | 0.02% | 30q | -11.8%-$10.9M |
| AustralianSuper Pty Ltd | $80.5M | 924,672 | 0.35% | 5q | -18.1%-$17.8M |
| HSBC HOLDINGS PLC | $78.3M | 891,791 | 0.03% | 31q | +4.9%+$3.6M |
| National Pension Service | $77.9M | 895,059 | 0.05% | 6q | -1.5%-$1.2M |
| Sumitomo Mitsui Trust Group, Inc. | $77.0M | 885,091 | 0.04% | 8q | -5.4%-$4.4M |
| Bronte Capital Management Pty Ltd. | $76.9M | 883,526 | 8.26% | 31q | -31.1%-$34.7M |
| LPL Financial LLC | $74.7M | 858,091 | 0.02% | 31q | +1.3%+$945.6K |
| VANGUARD ASSET MANAGEMENT, Ltd | $73.6M | 845,950 | 0.05% | 2q | +15.7%+$10.0M |
| MACKENZIE FINANCIAL CORP | $72.2M incl. $30.8K options PUT | 829,288 | 0.07% | 7q | +1568.9%+$67.9M |
| Walleye Capital LLC | $69.3M incl. $6.5M options CALL+PUT | 721,389 | 0.25% | 15q | +6925.6%+$68.3M |
| Fullerton Fund Management Co Ltd. | $66.6M | 764,962 | 4.28% | 4q | +94.8%+$32.4M |
| RHUMBLINE ADVISERS | $66.3M | 761,578 | 0.05% | 31q | -0.6%-$427.1K |
| Bristol Gate Capital Partners Inc. | $65.9M | 756,747 | 4.59% | 3q | -33.3%-$32.9M |
| Compagnie Lombard Odier SCmA | $61.7M | 708,624 | 0.67% | 6q | +1.6%+$997.3K |
| SG Americas Securities, LLC | $61.5M | 706,893 | 0.03% | 25q | +185.7%+$40.0M |
| AMERIPRISE FINANCIAL INC | $61.3M | 704,357 | 0.01% | 31q | +36.7%+$16.5M |
| Blue Whale Capital LLP | $58.3M | 669,562 | 1.85% | 4q | -6.2%-$3.9M |
| Axxion S.A. | $57.4M | 660,000 | 4.09% | new | FIRST |
| NATIXIS ADVISORS, LLC | $56.3M | 647,299 | 0.06% | 16q | +77.1%+$24.5M |
| CITIGROUP INC | $54.8M | 629,870 | 0.02% | 31q | -22.0%-$15.5M |
Showing the largest 100 of 1,128 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-28 | Harris Lawrence E | Director | Sold | 25,000 | $2.1M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 348 | $2.1B | 24,617,644 | 35 | 117 | 104 | 0.1% |
| Q2 2026 | 1,128 | $34.7B | 388,542,334 | 186 | 382 | 375 | 2.4% |
| Q1 2026 | 1,014 | $26.1B | 379,687,359 | 127 | 386 | 316 | 2.6% |
| Q4 2025 | 987 | $25.8B | 386,286,324 | 113 | 314 | 323 | 3.8% |
| Q3 2025 | 927 | $28.1B | 389,765,109 | 189 | 304 | 294 | 4.3% |
| Q2 2025 | 813 | $22.3B | 382,832,235 | 143 | 257 | 279 | 4.7% |
| Q1 2025 | 753 | $16.5B | 95,177,662 | 127 | 256 | 246 | 4.2% |
| Q4 2024 | 720 | $17.1B | 93,610,156 | 125 | 213 | 236 | 3.3% |
| Q3 2024 | 592 | $13.7B | 96,727,476 | 93 | 218 | 178 | 1.9% |
| Q2 2024 | 553 | $12.2B | 97,369,100 | 95 | 182 | 175 | 2.4% |
| Q1 2024 | 500 | $11.6B | 102,043,311 | 91 | 150 | 169 | 2.0% |
| Q4 2023 | 455 | $8.1B | 95,553,487 | 47 | 145 | 156 | 2.1% |
| Q3 2023 | 441 | $8.2B | 93,496,682 | 62 | 145 | 137 | 1.5% |
| Q2 2023 | 427 | $7.7B | 91,646,350 | 47 | 139 | 152 | 1.2% |
| Q1 2023 | 438 | $7.8B | 92,428,970 | 79 | 154 | 131 | 1.9% |
| Q4 2022 | 405 | $6.8B | 92,300,395 | 93 | 132 | 114 | 1.7% |
| Q3 2022 | 329 | $18.6B | 290,254,794 | 45 | 145 | 90 | 0.3% |
| Q2 2022 | 332 | $22.7B | 410,820,164 | 44 | 130 | 101 | 0.2% |
| Q1 2022 | 330 | $14.8B | 224,302,987 | 45 | 128 | 99 | 0.3% |
| Q4 2021 | 333 | $17.5B | 218,286,070 | 47 | 116 | 93 | 1.1% |
| Q3 2021 | 306 | $10.0B | 158,879,443 | 43 | 124 | 72 | 1.2% |
| Q2 2021 | 313 | $10.2B | 153,537,587 | 42 | 128 | 74 | 1.5% |
| Q1 2021 | 312 | $10.7B | 144,005,372 | 62 | 101 | 88 | 1.5% |
| Q4 2020 | 275 | $7.6B | 122,423,024 | 35 | 99 | 74 | 1.3% |
| Q3 2020 | 257 | $8.3B | 170,801,411 | 41 | 79 | 79 | 0.8% |
| Q2 2020 | 246 | $7.5B | 177,819,240 | 55 | 79 | 61 | 0.6% |
| Q1 2020 | 223 | $9.9B | 227,111,334 | 24 | 87 | 60 | 0.3% |
| Q4 2019 | 243 | $8.6B | 182,511,542 | 26 | 70 | 73 | 0.6% |
| Q3 2019 | 241 | $9.1B | 167,639,060 | 23 | 85 | 68 | 0.5% |
| Q2 2019 | 246 | $7.7B | 141,610,357 | 29 | 70 | 74 | 0.8% |
| Q1 2019 | 251 | $7.1B | 134,670,507 | 36 | 75 | 80 | 0.9% |
| Q4 2018 | 245 | $7.4B | 134,129,727 | 5 | 3 | 4 | 0.7% |