Fund shareholders of Interactive Brokers Group Inc
ISIN US45841N1072 · United States · LEI 5493004DT6DCDUZNDM53
- Fund shareholders
- 731
- Of which ETFs
- 210 521 other funds
- Value held
- 8.8B $ 738.1M SEK · 10M €
731 funds hold this company. This table lists the 728 that declare it in a regulatory filing. The other 3 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 13,420,099 | 900.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD 500 INDEX FUND VANGUARD INDEX FUNDS | 11,318,255 | 759.1M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P 500 ETF iShares Trust | 5,728,304 | 384.2M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Fidelity Magellan Fund Fidelity Magellan Fund | 5,694,000 | 381.9M $ | 1.15 % | as of Mar 31, 2026 ↗ |
| Fidelity 500 Index Fund Fidelity Concord Street Trust | 5,667,821 | 403.5M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| VANGUARD MID-CAP INDEX FUND VANGUARD INDEX FUNDS | 4,568,593 | 306.4M $ | 0.15 % | as of Mar 31, 2026 ↗ |
| Ultra Fund American Century Mutual Funds, Inc. | 3,740,000 | 297.3M $ | 1.12 % | as of Apr 30, 2026 ↗ |
| Invesco American Franchise Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 3,122,483 | 222.3M $ | 1.35 % | as of Feb 28, 2026 ↗ |
| VANGUARD GROWTH INDEX FUND VANGUARD INDEX FUNDS | 3,051,192 | 204.6M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| State Street(R) Financial Select Sector SPDR(R) ETF SELECT SECTOR SPDR TRUST | 3,017,149 | 202.4M $ | 0.42 % | as of Mar 31, 2026 ↗ |
| New Economy Fund New Economy Fund | 2,789,956 | 198.6M $ | 0.44 % | as of Feb 28, 2026 ↗ |
| VANGUARD INSTITUTIONAL INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 2,510,980 | 168.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Equal Weight ETF Invesco Exchange-Traded Fund Trust | 2,466,729 | 196.1M $ | 0.22 % | as of Apr 30, 2026 ↗ |
| Baron Focused Growth Fund BARON SELECT FUNDS | 2,160,000 | 144.9M $ | 3.75 % | as of Mar 31, 2026 ↗ |
| VANGUARD VALUE INDEX FUND VANGUARD INDEX FUNDS | 1,956,980 | 131.3M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| JPMorgan Growth Advantage Fund J.P. Morgan Mutual Fund Investment Trust | 1,834,630 | 123M $ | 0.61 % | as of Mar 31, 2026 ↗ |
| Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS | 1,693,673 | 120.6M $ | 4.74 % | as of Feb 28, 2026 ↗ |
| VANGUARD MID-CAP GROWTH INDEX FUND VANGUARD INDEX FUNDS | 1,609,054 | 107.9M $ | 0.37 % | as of Mar 31, 2026 ↗ |
| THE HARTFORD MIDCAP FUND HARTFORD MUTUAL FUNDS, INC | 1,524,950 | 121.2M $ | 3.43 % | as of Apr 30, 2026 ↗ |
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 1,414,146 | 94.8M $ | 6.62 % | as of Mar 31, 2026 ↗ |
| First Trust SMID Cap Rising Dividend Achievers ETF First Trust Exchange-Traded Fund VI | 1,387,588 | 93.1M $ | 0.92 % | as of Mar 31, 2026 ↗ |
| Lord Abbett Growth Leaders Fund LORD ABBETT SECURITIES TRUST | 1,219,943 | 97M $ | 1.28 % | as of Apr 30, 2026 ↗ |
| VANGUARD MEGA CAP GROWTH INDEX FUND VANGUARD WORLD FUND | 1,152,497 | 77.3M $ | 0.28 % | as of Mar 31, 2026 ↗ |
| Schwab S&P 500 Index Fund SCHWAB CAPITAL TRUST | 990,892 | 78.8M $ | 0.06 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF SPDR SERIES TRUST | 936,959 | 62.8M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares S&P 500 Growth ETF iShares Trust | 935,918 | 62.8M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| iShares Russell 1000 Value ETF iShares Trust | 930,079 | 62.4M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Contrafund Fidelity Contrafund | 866,553 | 58.1M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| Schwab U.S. Large-Cap Growth ETF SCHWAB STRATEGIC TRUST | 854,178 | 60.8M $ | 0.12 % | as of Feb 28, 2026 ↗ |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 832,666 | 59.3M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Invesco Summit Fund AIM Equity Funds (Invesco Equity Funds) | 792,900 | 63M $ | 1.80 % | as of Apr 30, 2026 ↗ |
| VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND | 743,968 | 53M $ | 0.38 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Broker-Dealers & Securities Exchanges ETF iShares Trust | 712,728 | 47.8M $ | 3.11 % | as of Mar 31, 2026 ↗ |
| AP7 Aktiefond Sjunde AP-fonden | 674,890 | 431.2M SEK | 0.03 % | as of Mar 31, 2026 ↗ |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 658,432 | 46.9M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF SPDR SERIES TRUST | 639,680 | 42.9M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| Quality Equity Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 599,400 | 40.2M $ | 4.89 % | as of Mar 31, 2026 ↗ |
| Invesco S&P 500 Momentum ETF Invesco Exchange-Traded Fund Trust II | 591,529 | 42.1M $ | 0.31 % | as of Feb 28, 2026 ↗ |
| iShares Core S&P Total U.S. Stock Market ETF iShares Trust | 557,065 | 37.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| JPMorgan Mid Cap Growth Fund JPMorgan Trust II | 544,135 | 36.5M $ | 0.32 % | as of Mar 31, 2026 ↗ |
| AMG TimesSquare Mid Cap Growth Fund AMG Funds | 522,706 | 35.1M $ | 2.33 % | as of Mar 31, 2026 ↗ |
| VANGUARD LARGE-CAP INDEX FUND VANGUARD INDEX FUNDS | 496,685 | 33.3M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Old Westbury All Cap Core Fund Old Westbury Funds Inc | 467,892 | 37.2M $ | 1.06 % | as of Apr 30, 2026 ↗ |
| Schwab U.S. Large-Cap ETF SCHWAB STRATEGIC TRUST | 462,249 | 32.9M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Invesco S&P 500 Pure Growth ETF Invesco Exchange-Traded Fund Trust | 458,626 | 36.5M $ | 1.93 % | as of Apr 30, 2026 ↗ |
| Select Brokerage and Investment Management Portfolio Fidelity Select Portfolios | 438,400 | 31.2M $ | 3.16 % | as of Feb 28, 2026 ↗ |
| S&P 500 Index Master Portfolio Master Investment Portfolio | 402,295 | 27M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares Core S&P U.S. Growth ETF iShares Trust | 377,605 | 25.3M $ | 0.10 % | as of Mar 31, 2026 ↗ |
| JPMorgan Active Growth ETF J.P. Morgan Exchange-Traded Fund Trust | 373,234 | 25M $ | 0.31 % | as of Mar 31, 2026 ↗ |
| Nuveen Equity Index Fund TIAA-CREF Funds | 363,590 | 28.9M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Small-Cap Equity Factor ETF iShares Trust | 355,325 | 28.2M $ | 0.78 % | as of Apr 30, 2026 ↗ |
| VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS | 351,875 | 28M $ | 0.03 % | as of Apr 30, 2026 ↗ |
| U.S. Growth Fund John Hancock Funds III | 338,472 | 22.7M $ | 0.81 % | as of Mar 31, 2026 ↗ |
| First Trust Growth Strength ETF First Trust Exchange-Traded Fund | 336,208 | 22.5M $ | 1.94 % | as of Mar 31, 2026 ↗ |
| Transamerica WMC US Growth VP TRANSAMERICA SERIES TRUST | 330,462 | 22.2M $ | 0.41 % | as of Mar 31, 2026 ↗ |
| Tax-Managed Value Portfolio Tax-Managed Value Portfolio | 324,136 | 25.8M $ | 2.20 % | as of Apr 30, 2026 ↗ |
| HARTFORD MIDCAP HLS FUND HARTFORD SERIES FUND INC | 322,392 | 21.6M $ | 3.32 % | as of Mar 31, 2026 ↗ |
| VANGUARD S&P 500 GROWTH INDEX FUND VANGUARD ADMIRAL FUNDS | 320,874 | 22.8M $ | 0.10 % | as of Feb 28, 2026 ↗ |
| Fidelity Mid-Cap Stock Fund Fidelity Concord Street Trust | 311,487 | 24.8M $ | 0.28 % | as of Apr 30, 2026 ↗ |
| iShares Russell 1000 ETF iShares Trust | 305,071 | 20.5M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Equity Index 500 Fund T. ROWE PRICE INDEX TRUST, INC. | 280,401 | 18.8M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| iShares MSCI USA Momentum Factor ETF iShares Trust | 266,875 | 21.2M $ | 0.09 % | as of Apr 30, 2026 ↗ |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 263,402 | 20.9M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust | 258,152 | 18.4M $ | 0.08 % | as of Feb 28, 2026 ↗ |
| Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST | 258,139 | 18.4M $ | 0.05 % | as of Feb 28, 2026 ↗ |
| Large Cap Index Master Portfolio Master Investment Portfolio | 253,418 | 17M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 238,088 | 16M $ | 0.03 % | as of Mar 31, 2026 ↗ |
| VANGUARD RUSSELL 1000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 235,968 | 16.8M $ | 0.09 % | as of Feb 28, 2026 ↗ |
| iShares U.S. Financials ETF iShares Trust | 235,915 | 18.8M $ | 0.55 % | as of Apr 30, 2026 ↗ |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 231,069 | 18.4M $ | 0.05 % | as of Apr 30, 2026 ↗ |
| NVIT U.S. 130/30 Equity Fund Nationwide Variable Insurance Trust | 226,812 | 15.2M $ | 1.67 % | as of Mar 31, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 226,008 | 15.2M $ | 0.06 % | as of Mar 31, 2026 ↗ |
| Disciplined Value Fund American Century Quantitative Equity Funds, Inc. | 223,476 | 15M $ | 0.80 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar Mid-Cap Growth ETF iShares Trust | 220,871 | 17.6M $ | 0.50 % | as of Apr 30, 2026 ↗ |
| T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. T. ROWE PRICE DIVERSIFIED MID-CAP GROWTH FUND, INC. | 207,100 | 13.9M $ | 0.33 % | as of Mar 31, 2026 ↗ |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 203,915 | 13.7M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - S&P 500 Index Account College Retirement Equities Fund | 201,061 | 13.5M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Invesco Equally-Weighted S&P 500 Fund AIM Counselor Series Trust (Invesco Counselor Series Trust) | 199,957 | 14.2M $ | 0.20 % | as of Feb 28, 2026 ↗ |
| John Hancock Multifactor Mid Cap ETF John Hancock Exchange-Traded Fund Trust | 195,631 | 13.1M $ | 0.27 % | as of Mar 31, 2026 ↗ |
| Allspring Large Cap Core Fund ALLSPRING FUNDS TRUST | 194,183 | 15.4M $ | 1.94 % | as of Apr 30, 2026 ↗ |
| Fidelity Series Opportunistic Insights Fund Fidelity Contrafund | 187,999 | 12.6M $ | 0.09 % | as of Mar 31, 2026 ↗ |
| Fidelity Contrafund K6 Fidelity Contrafund | 187,951 | 12.6M $ | 0.04 % | as of Mar 31, 2026 ↗ |
| College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund | 181,452 | 12.2M $ | 0.01 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT Large Cap Value Fund Federated Hermes Adviser Series | 180,862 | 14.4M $ | 0.61 % | as of Apr 30, 2026 ↗ |
| Schwab Select Large Cap Growth Fund LAUDUS TRUST | 177,809 | 11.9M $ | 0.60 % | as of Mar 31, 2026 ↗ |
| LVIP American Century Ultra(R) Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 174,320 | 11.7M $ | 1.03 % | as of Mar 31, 2026 ↗ |
| Federated Hermes MDT All Cap Core Fund Federated Hermes MDT Series | 171,228 | 13.6M $ | 0.39 % | as of Apr 30, 2026 ↗ |
| Fidelity Large Cap Value Index Fund Fidelity Salem Street Trust | 165,106 | 13.1M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| iShares U.S. Equity Factor ETF iShares Trust | 162,941 | 13M $ | 0.40 % | as of Apr 30, 2026 ↗ |
| AST Large-Cap Growth Portfolio Advanced Series Trust | 162,669 | 10.9M $ | 0.16 % | as of Mar 31, 2026 ↗ |
| ERShares Private-Public Crossover ETF EntrepreneurShares Series Trust | 161,515 | 10.8M $ | 2.36 % | as of Mar 31, 2026 ↗ |
| Inspire 100 ETF Northern Lights Fund Trust IV | 161,001 | 11.5M $ | 2.84 % | as of Feb 28, 2026 ↗ |
| Tax-Managed U.S. Large Cap Fund RUSSELL INVESTMENT CO | 158,412 | 12.6M $ | 0.11 % | as of Apr 30, 2026 ↗ |
| Invesco V.I. American Franchise Fund AIM Variable Insurance Funds (Invesco Variable Insurance Funds) | 157,431 | 10.6M $ | 1.35 % | as of Mar 31, 2026 ↗ |
| Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II | 156,504 | 11.1M $ | 0.01 % | as of Feb 28, 2026 ↗ |
| Invesco Dorsey Wright Momentum ETF Invesco Exchange-Traded Fund Trust | 155,965 | 12.4M $ | 0.84 % | as of Apr 30, 2026 ↗ |
| Nuveen Large Cap Value Index Fund TIAA-CREF Funds | 154,888 | 12.3M $ | 0.10 % | as of Apr 30, 2026 ↗ |
| State Street Equity 500 Index II Portfolio STATE STREET INSTITUTIONAL INVESTMENT TRUST | 154,600 | 10.4M $ | 0.05 % | as of Mar 31, 2026 ↗ |
| Transamerica US Growth TRANSAMERICA FUNDS | 154,473 | 12.3M $ | 0.43 % | as of Apr 30, 2026 ↗ |
| Six Circles U.S. Unconstrained Equity Fund SIX CIRCLES TRUST | 153,746 | 10.3M $ | 0.03 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| Virtus KAR Small-Mid Cap Core Fund Virtus Equity Trust | 6.62 % | as of Mar 31, 2026 ↗ |
| Invesco Dorsey Wright Financial Momentum ETF Invesco Exchange-Traded Fund Trust | 5.31 % | as of Apr 30, 2026 ↗ |
| Quality Equity Portfolio NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 4.89 % | as of Mar 31, 2026 ↗ |
| Neuberger Quality Equity Fund NEUBERGER BERMAN EQUITY FUNDS | 4.74 % | as of Feb 28, 2026 ↗ |
| Formidable Fortress ETF ETF Opportunities Trust | 4.17 % | as of Mar 31, 2026 ↗ |
| FIS Tactical Equity ETF FIS Trust | 4.00 % | as of Mar 31, 2026 ↗ |
| GATOR CAPITAL LONG/SHORT FUND Caldwell & Orkin Funds, Inc. | 3.99 % | as of Apr 30, 2026 ↗ |
| Fidelity Founders Fund Fidelity Concord Street Trust | 3.90 % | as of Apr 30, 2026 ↗ |
| Baron Focused Growth Fund BARON SELECT FUNDS | 3.75 % | as of Mar 31, 2026 ↗ |
| Select FinTech Portfolio Fidelity Select Portfolios | 3.67 % | as of Feb 28, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 679 | +50 | 125,296,763 | +5.2 % |
| 2026Q1 | 629 | +12 | 119,047,599 | -4.4 % |
| 2025Q4 | 617 | +147 | 124,568,350 | +8.5 % |
| 2025Q3 | 470 | +2 | 114,813,032 | +259.9 % |
| 2025Q2 | 468 | +37 | 31,902,389 | +5.9 % |
| 2025Q1 | 431 | +45 | 30,124,231 | +3.0 % |
| 2024Q4 | 386 | +1 | 29,239,380 | +1.6 % |
| 2024Q3 | 385 | +22 | 28,789,699 | -1.1 % |
| 2024Q2 | 363 | -5 | 29,119,847 | +1.6 % |
| 2024Q1 | 368 | +14 | 28,652,101 | +3.3 % |
| 2023Q4 | 354 | 27,732,916 |
Institutional managers
982 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 31,375,037 | 2.1B $ | as of Mar 31, 2026 |
| STATE STREET CORP | 19,092,105 | 1.3B $ | as of Mar 31, 2026 |
| FMR LLC | 12,501,284 | 838.5M $ | as of Mar 31, 2026 |
| Cantillon Capital Management LLC | 11,245,881 | 754.3M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 10,443,607 | 699.5M $ | as of Mar 31, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10,016,215 | 671.8M $ | as of Mar 31, 2026 |
| Greenwich Wealth Management LLC | 9,924,043 | 665.6K $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 9,774,792 | 655.6M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 9,647,168 | 647M $ | as of Mar 31, 2026 |
| TWO SIGMA INVESTMENTS, LP | 8,312,971 | 557.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 6,723,652 | 428.2M $ | as of Mar 31, 2026 |
| Egerton Capital (UK) LLP | 6,275,179 | 420.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 6,230,136 | 417.9M $ | as of Mar 31, 2026 |
| Orbis Allan Gray Ltd | 6,118,045 | 410.3M $ | as of Mar 31, 2026 |
| London & Capital Asset Management Ltd | 5,915,803 | 396.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 5,744,408 | 385.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 4,765,572 | 319.6M $ | as of Mar 31, 2026 |
| 1832 Asset Management L.P. | 4,454,154 | 298.7M $ | as of Mar 31, 2026 |
| BAMCO INC /NY/ | 4,047,376 | 271.5M $ | as of Mar 31, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 3,931,016 | 263.7M $ | as of Mar 31, 2026 |
| BESSEMER GROUP INC | 3,922,736 | 263.1K $ | as of Mar 31, 2026 |
| NEUBERGER BERMAN GROUP LLC | 3,733,048 | 249.4M $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3,592,551 | 241M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,561,826 | 238.9M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 3,221,545 | 216.1M $ | as of Mar 31, 2026 |
Declared shareholders of Interactive Brokers Group Inc
There is 1 beneficial ownership filing. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Vanguard Capital Management | 7.30 % | 32,540,281 | as of Mar 31, 2026 · SCHEDULE 13G |
Cite this page
Titelia. "Fund shareholders of Interactive Brokers Group Inc". https://titelia.com/en/stocks/interactive-brokers-group-inc-US45841N1072