955 tracked 13F filers disclose a position in IBKR as of the latest SEC 13F filings, a combined $22.8B in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.1B | 31.4M | ▼−1.0% Reduced · −305K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.9B | 28.2M | →First observed position No prior filed position | Q1 2026 | |
| 3 | STATE STREET CORP | $1.7B | 19.4M | ▲+1.8% Added · +346K sh | Q2 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $1.0B | 15.0M | →First observed position No prior filed position | Q1 2026 | |
| 5 | FMR LLC | $838.5M | 12.5M | ▲+160% Added · +7.7M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $925.5M | 10.6M | ▲+1.9% Added · +198K sh | Q2 2026 | |
| 7 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $671.8M | 10.0M | ▼−11% Reduced · −1.2M sh | Q1 2026 | |
| 8 | TWO SIGMA INVESTMENTS, LP | $557.6M | 8.3M | ▲+136% Added · +4.8M sh | Q1 2026 | |
| 9 | NORGES BANK | $453.1M | 7.0M | ▲+37% Added · +1.9M sh | Q4 2025 | |
| 10 | JPMORGAN CHASE & CO | $428.2M | 6.7M | ▼−9.6% Reduced · −717K sh | Q1 2026 | |
| 11 | BANK OF AMERICA CORP /DE/ | $417.9M | 6.2M | ▼−6.6% Reduced · −439K sh | Q1 2026 | |
| 12 | Orbis Allan Gray Ltd | $528.3M | 6.1M | ▼−0.8% Reduced · −49K sh | Q2 2026 | |
| 13 | W1M Asset Management Ltd | $520.1M | 6.0M | ▲+1.0% Added · +60K sh | Q2 2026 | |
| 14 | AMERICAN CENTURY COMPANIES INC | $385.3M | 5.7M | ▼−0.3% Reduced · −18K sh | Q1 2026 | |
| 15 | MORGAN STANLEY | $319.6M | 4.8M | ▲+5.4% Added · +245K sh | Q1 2026 | |
| 16 | Egerton Capital (UK) LLP | $359.4M | 4.1M | ▼−34% Reduced · −2.1M sh | Q2 2026 | |
| 17 | JACOBS LEVY EQUITY MANAGEMENT, INC | $263.7M | 3.9M | ▼−18% Reduced · −882K sh | Q1 2026 | |
| 18 | Neuberger Berman Group LLC | $249.4M | 3.7M | ▼−19% Reduced · −884K sh | Q1 2026 | |
| 19 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $241.0M | 3.6M | ▲+6.2% Added · +209K sh | Q1 2026 | |
| 20 | NORTHERN TRUST CORP | $238.9M | 3.6M | ▲+1.2% Added · +43K sh | Q1 2026 | |
| 21 | GOLDMAN SACHS GROUP INC | $216.1M | 3.2M | ▲+28% Added · +703K sh | Q1 2026 | |
| 22 | WELLS FARGO & COMPANY/MN | $193.8M | 2.9M | ▼−7.7% Reduced · −241K sh | Q1 2026 | |
| 23 | Legal & General Group Plc | $168.1M | 2.5M | ▲+19% Added · +403K sh | Q1 2026 | |
| 24 | VANGUARD FIDUCIARY TRUST CO | $167.0M | 2.5M | →First observed position No prior filed position | Q1 2026 | |
| 25 | TD ASSET MANAGEMENT INC | $165.6M | 2.5M | ▲+3.6% Added · +87K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in IBKR and 22 added to an existing one, while 26 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 596 funds | $475.5B |
| AMAZON.COM INCAMZN | 596 funds | $243.8B |
| MICROSOFT CORPMSFT | 593 funds | $327.7B |
| META PLATFORMS INC-CLASS AMETA | 576 funds | $135.9B |
| APPLE INCAAPL | 569 funds | $371.2B |
| ALPHABET INC-CL AGOOGL | 569 funds | $212.7B |
| JPMORGAN CHASE & COJPM | 569 funds | $86.9B |
| BROADCOM INCAVGO | 561 funds | $184.1B |
| ELI LILLY & COLLY | 560 funds | $96.1B |
| ALPHABET INC-CL CGOOG | 559 funds | $147.8B |
| VISA INC-CLASS A SHARESV | 550 funds | $80.7B |
| MASTERCARD INC - AMA | 537 funds | $66.4B |
Ranked by how many of IBKR's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Sep 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Aug 3, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Jul 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Jun 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| May 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Apr 28, 2026 | Harris Lawrence E | Director | Sell (S) | 26K | $2.0M |
| Apr 1, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Mar 2, 2026 | Conkling Lori A | Director | Buy (P) | 25 | $2K |
| Feb 25, 2026 | Conkling Lori A | Director | Buy (P) | 50 | $4K |
| Jan 27, 2026 | Nemser Earl H | Vice Chairman, Director | Sell (S) | 40K | $3.0M |
| Jan 27, 2026 | Nemser Earl H | Vice Chairman, Director | Sell (S) | 20K | $1.6M |
| Jan 26, 2026 | Nemser Earl H | Vice Chairman, Director | Sell (S) | 61K | $4.6M |
No filings captured for this ticker in the live stream yet.
Connected entities for IBKR
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/IBKR/capital-change-brief"
Use Arkolith's capital_change_brief for IBKR. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for IBKR. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.