Whale Analyzer
Top public holders · 13F and disclosure aggregation

Who owns IBKR? 13F holders and whale ownership

IBKR is tracked across public portfolios in Whale Analyzer. This page answers who owns IBKR, which top funds are buying IBKR, aggregate disclosed value, and recent position changes based on public data. Thomas Peterffy is the largest reported holder at $37.90B; the top five funds control 100.0% of reported ownership; institutions were net selling last quarter (1 increased, 1 reduced); the stock trades above the aggregate whale cost basis of $67.07. Top tracked holders include Thomas Peterffy, Andreas Halvorsen, and George Soros.

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NMS · latest quote
$89.82
-$6.18 (-6.4%)
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3Tracked holders
$38.04BAggregate reported value
2026-05-21Page updated
1 held, 1 new, 1 reducedRecent changes

Top holders

InvestorReported valueSharesChange
Thomas Peterffy insider transaction profile
Interactive Brokers Group holdings
$37.90B189.5MHeld
Andreas Halvorsen 13F portfolio
Viking Global Investors holdings
$93.5M1.4MNew
George Soros 13F portfolio
Soros Fund Management holdings
$43.3M645.3KReduced

Ownership concentration

Reported ownership of IBKR is highly concentrated across tracked institutions.

Whale activity this quarter

Across 3 tracked institutions, 1 held, 1 increased, 1 reduced. Net positioning is net selling.

Whale cost basis vs current price

The aggregate tracked cost basis is $67.07 versus a current price of $89.82, so IBKR trades above its cost basis (+33.9%). Average unrealized P&L across tracked holders: 24%.

Sector positioning — Financials

IBKR sits within the Financials sector alongside 84 other tracked names. Compare whale ownership across peers:

How to use this page

Values are reported public positions from tracked 13F filers and disclosures — not real-time ownership totals. Open the live IBKR dashboard for price charts and cross-investor scans, or read the SEC 13F guide.

This page is generated from public filings and public disclosures. It is for research and education only and is not investment advice.

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Learn more in Whale Analyzer Academy

Deepen your read on IBKR with these Whale Analyzer Academy guides:

Frequently asked questions

Who owns IBKR stock?

Whale Analyzer tracks 3 public institutional holders of IBKR with a combined reported value of $38.04B. See the holder table above for the largest tracked positions.

Which top funds are buying IBKR?

Tracked institutions were net selling last quarter — 1 held, 1 increased, 1 reduced. Check the "Change" column: "New" = fresh position, "Increased" = added, "Reduced" = trimmed.

How concentrated is IBKR ownership?

The top five tracked holders report 100.0% of aggregate ownership.

Is IBKR above or below the whale cost basis?

The aggregate tracked cost basis is $67.07 versus a current price of $89.82 (+33.9%).

What does 13F ownership mean for IBKR?

Use the interactive IBKR dashboard on Whale Analyzer for real-time holder analysis, or read our 13F Alpha Signals Guide.