When did IBKR join the S&P 500?

Interactive Brokers joined the S&P 500 index on 2025-08-28.

What sector is IBKR in?

IBKR is in the Financials sector, Investment Banking & Brokerage industry.

IBKR — Interactive Brokers

Name: IBKR Institutional Holdings (13F) — 2026Q1
Creator: SEC EDGAR
License: https://www.sec.gov/data

Investment Banking & Brokerage · Financials

Interactive Brokers Group, Inc. is an investment holding company engaged in brokerage and proprietary trading businesses. It operates through the following segments: Electronic Brokerage and Corporate. The Electronic Brokerage segment provides direct market access brokerage services to customers of other brokerage firms and prime brokers.

Key Facts

Status	Active
Sector	Financials
Industry	Investment Banking & Brokerage
Joined	2025-08-28
Tenure	0 yrs

S&P 500 Timeline

2025-08-28Joined S&P 500

Industry Peers

GS HOOD MS RJF SCHW

Sector Peers

ACGL AFL AIG AIZ AJG ALL AMP AON APO ARES

Institutional Holdings (13F)

996 institutions hold IBKR, totaling 428.3M shares ($27.4B) · As of 2026Q1

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

View all holders →

Data source: Wikipedia · CC BY-SA 4.0 · SEC EDGAR 13F · Updated 2026-07-10