IBKR Institutional Holdings
Interactive Brokers · SEC 13F
As of 2026Q1 · SEC EDGAR 13F
Quarterly Changes
2025Q4 → 2026Q1
↑ New Positions (5)
VANGUARD CAPITAL MANAGEMENT LLC $3.8B
VANGUARD PORTFOLIO MANAGEMENT LLC $1.0B
Capital World Investors $203M
HSBC HOLDINGS PLC $201M
VANGUARD FIDUCIARY TRUST CO $167M
↑ Increased (5)
CWM, LLC +172397.5%
IFM Investors Pty Ltd +110776.2%
Daiwa Securities Group Inc. +109230.9%
BNP PARIBAS ASSET MANAGEMENT Holding S.A. +107185.8%
DUMONT & BLAKE INVESTMENT ADVISORS LLC +101725.3%
↓ Decreased (5)
Parallax Volatility Advisers, L.P. -100.0%
VOLORIDGE INVESTMENT MANAGEMENT, LLC -95.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC -93.4%
TWINBEECH CAPITAL LP -92.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO -91.6%
↓ Exited Positions (5)
VANGUARD GROUP INC $3.4B
CANTILLON CAPITAL MANAGEMENT LLC $2.1B
TWO SIGMA ADVISERS, LP $296M
Aquatic Capital Management LLC $26M
Prana Capital Management, LP $25M
All Holders (Top 100)
| Rank | Institution | Shares | Value |
|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 56.4M | $3.8B |
| 2 | BlackRock, Inc. | 31.4M | $2.1B |
| 3 | STATE STREET CORP | 19.1M | $1.3B |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 15.0M | $1.0B |
| 5 | MORGAN STANLEY | 13.3M | $890M |
| 6 | FMR LLC | 12.5M | $838M |
| 7 | Cantillon Capital Management LLC | 11.2M | $754M |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 10.4M | $700M |
| 9 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10.0M | $672M |
| 10 | WELLINGTON MANAGEMENT GROUP LLP | 9.8M | $656M |
| 11 | Invesco Ltd. | 9.6M | $647M |
| 12 | TWO SIGMA INVESTMENTS, LP | 8.3M | $558M |
| 13 | JPMORGAN CHASE & CO | 6.7M | $428M |
| 14 | Egerton Capital (UK) LLP | 6.3M | $421M |
| 15 | BANK OF AMERICA CORP /DE/ | 6.2M | $418M |
| 16 | Orbis Allan Gray Ltd | 6.1M | $410M |
| 17 | London & Capital Asset Management Ltd | 5.9M | $397M |
| 18 | AMERICAN CENTURY COMPANIES INC | 5.7M | $385M |
| 19 | BARCLAYS PLC | 4.8M | $385M |
| 20 | GOLDMAN SACHS GROUP INC | 5.7M | $378M |
| 21 | 1832 Asset Management L.P. | 4.5M | $299M |
| 22 | BAMCO INC /NY/ | 4.0M | $271M |
| 23 | JACOBS LEVY EQUITY MANAGEMENT, INC | 3.9M | $264M |
| 24 | NEUBERGER BERMAN GROUP LLC | 3.7M | $249M |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3.6M | $241M |
| 26 | NORTHERN TRUST CORP | 3.6M | $239M |
| 27 | NORGES BANK | 1.4M | $229M |
| 28 | Capital World Investors | 3.0M | $203M |
| 29 | HSBC HOLDINGS PLC | 3.1M | $201M |
| 30 | WELLS FARGO & COMPANY/MN | 2.9M | $194M |
| 31 | Legal & General Group Plc | 2.5M | $168M |
| 32 | VANGUARD FIDUCIARY TRUST CO | 2.5M | $167M |
| 33 | TD Asset Management Inc | 2.5M | $166M |
| 34 | Amundi | 2.4M | $163M |
| 35 | FIRST TRUST ADVISORS LP | 2.3M | $154M |
| 36 | Bank of New York Mellon Corp | 2.3M | $153M |
| 37 | UBS Group AG | 2.3M | $152M |
| 38 | Progeny 3, Inc. | 2.2M | $147M |
| 39 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.1M | $143M |
| 40 | PEAK6 LLC | 2.1M | $130M |
| 41 | RAYMOND JAMES FINANCIAL INC | 1.8M | $119M |
| 42 | JANE STREET GROUP, LLC | 1.8M | $119M |
| 43 | ROYAL BANK OF CANADA | 1.7M | $113M |
| 44 | FIL Ltd | 1.5M | $101M |
| 45 | Ensign Peak Advisors, Inc | 1.5M | $99M |
| 46 | TimesSquare Capital Management, LLC | 1.5M | $97M |
| 47 | VIKING GLOBAL INVESTORS LP | 1.4M | $94M |
| 48 | Robeco Institutional Asset Management B.V. | 1.3M | $89M |
| 49 | Ancient Art, L.P. | 1.3M | $86M |
| 50 | Bronte Capital Management Pty Ltd. | 1.3M | $86M |
| 51 | Nuveen, LLC | 1.3M | $85M |
| 52 | Hosking Partners LLP | 1.2M | $80M |
| 53 | Assenagon Asset Management S.A. | 1.2M | $80M |
| 54 | Russell Investments Group, Ltd. | 1.1M | $76M |
| 55 | Bristol Gate Capital Partners Inc. | 1.1M | $76M |
| 56 | AustralianSuper Pty Ltd | 1.1M | $76M |
| 57 | Empower Advisory Group, LLC | 1.1M | $74M |
| 58 | ENVESTNET ASSET MANAGEMENT INC | 1.1M | $71M |
| 59 | DEUTSCHE BANK AG\ | 1.1M | $71M |
| 60 | Hengistbury Investment Partners LLP | 1.1M | $70M |
| 61 | DIMENSIONAL FUND ADVISORS LP | 1.1M | $70M |
| 62 | Oakcliff Capital Partners, LP | 1.0M | $69M |
| 63 | Mitsubishi UFJ Asset Management Co., Ltd. | 1.0M | $67M |
| 64 | Vanguard Global Advisers, LLC | 978K | $66M |
| 65 | CONGRESS ASSET MANAGEMENT CO | 972K | $65M |
| 66 | Sumitomo Mitsui Trust Group, Inc. | 935K | $63M |
| 67 | California Public Employees Retirement System | 931K | $62M |
| 68 | BNP PARIBAS FINANCIAL MARKETS | 920K | $62M |
| 69 | National Pension Service | 908K | $61M |
| 70 | MARSHALL WACE, LLP | 878K | $59M |
| 71 | LPL Financial LLC | 847K | $57M |
| 72 | CITIGROUP INC | 808K | $54M |
| 73 | CANADA PENSION PLAN INVESTMENT BOARD | 794K | $53M |
| 74 | STOREBRAND ASSET MANAGEMENT AS | 796K | $52M |
| 75 | RHUMBLINE ADVISERS | 766K | $51M |
| 76 | RV Capital AG | 758K | $51M |
| 77 | PANAGORA ASSET MANAGEMENT INC | 741K | $50M |
| 78 | CITADEL ADVISORS LLC | 736K | $49M |
| 79 | VANGUARD ASSET MANAGEMENT, Ltd | 731K | $49M |
| 80 | Blue Whale Capital LLP | 714K | $48M |
| 81 | Woodline Partners LP | 709K | $48M |
| 82 | Compagnie Lombard Odier SCmA | 697K | $47M |
| 83 | Allspring Global Investments Holdings, LLC | 682K | $46M |
| 84 | Caisse de depot et placement du Quebec | 656K | $44M |
| 85 | STIFEL FINANCIAL CORP | 649K | $44M |
| 86 | SOROS FUND MANAGEMENT LLC | 645K | $43M |
| 87 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 645K | $43M |
| 88 | BANK OF MONTREAL /CAN/ | 606K | $41M |
| 89 | FEDERATED HERMES, INC. | 597K | $40M |
| 90 | MILLENNIUM MANAGEMENT LLC | 586K | $39M |
| 91 | SEI INVESTMENTS CO | 564K | $38M |
| 92 | VICTORY CAPITAL MANAGEMENT INC | 556K | $37M |
| 93 | Marathon Asset Management Ltd | 543K | $36M |
| 94 | AMERIPRISE FINANCIAL INC | 515K | $35M |
| 95 | PRINCIPAL FINANCIAL GROUP INC | 508K | $34M |
| 96 | Systrade AG | 500K | $34M |
| 97 | D. E. Shaw & Co., Inc. | 492K | $33M |
| 98 | NEW YORK STATE COMMON RETIREMENT FUND | 464K | $31M |
| 99 | RENAISSANCE TECHNOLOGIES LLC | 462K | $31M |
| 100 | ALLIANCEBERNSTEIN L.P. | 455K | $29M |
Data source: SEC EDGAR Form 13F · Updated 2026-07-09