What is the 13F Pro Quality Score for IBKR?

13F Pro ranks Interactive Brokers Group, Inc. (IBKR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View IBKR's current score at https://13fpro.ai/company/IBKR (free sign-up required for the full ranking).

Which hedge funds own the most IBKR stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of IBKR include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/IBKR as soon as new 13F filings post.

Where does 13F Pro source IBKR data?

All Interactive Brokers Group, Inc. fundamentals and ownership data come directly from SEC EDGAR. Interactive Brokers Group, Inc. files with the SEC under CIK 1381197. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is IBKR in?

Interactive Brokers Group, Inc. (IBKR) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

What drives IBKR's revenue?

Per Interactive Brokers Group, Inc.'s latest 10-Q filed with the SEC on 2026-08-06, the biggest revenue drivers are: Commissions ($673M, +30% YoY); Risk exposure fees ($25M); Market data fees ($23M). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/IBKR.

What are IBKR's largest expenses?

Interactive Brokers Group, Inc.'s latest 10-Q reports these as the largest expense items: Employee compensation and benefits ($182M, +12% YoY); Execution, clearing and distribution fees ($142M, +22% YoY); General and administrative ($68M, +11% YoY). Sourced directly from SEC EDGAR filing text for Q2 2026 (quarter ended June 30, 2026).

How often is IBKR research updated on 13F Pro?

IBKR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Interactive Brokers Group, Inc.(IBKR)Stock Analysis

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13F Pro Quality Score

77.0/100

Rank #76 of 2,961 stocksTOP 5%

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

82.4/100

Profitability

99.1/100

Balance Sheet

55.0/100

Earnings Quality

89.4/100

Free Cash Flow

99.7/100

Institutional Flow

65.9/100

Revenue Scale

82.6/100

Dilution Risk

25.3/100

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Why IBKR Scores 77/100

exact factor attribution · 2026-09-11

IBKR's composite is driven by profitability and revenue growth, held back by shareholder dilution. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Profitability

+9.8 pts

99th pct

Revenue growth

+8.6 pts

82th pct

Free cash flow

+7.5 pts

100th pct

Scale

+6.5 pts

83th pct

Earnings quality

+3.9 pts

89th pct

Earnings growth

+1.9 pts

79th pct

Institutional flow

+1.1 pts

66th pct

Capital efficiency

+0.7 pts

55th pct

Shareholder dilution

-1.6 pts

25th pct

Latest change (2026-08-06): 76 → 73 · ↓ Revenue growth 84→72; ↓ Earnings growth 71→61

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

IBKR Stock Analysis & AI Quality Score

Data updated 2026-09-11

AI stock analysis and institutional research for Interactive Brokers Group, Inc. (IBKR), a Financials sector company. 13F Pro's AI-powered ranking engine scores IBKR at 77.0/100 on a 32-signal composite quality model, placing it at rank #76 of 2,961 stocks — the top 5% of the AI-ranked universe. IBKR scores in the top quartile across free cash flow (99.7), profitability (99.1), earnings quality (89.4). Shareholder dilution risk is elevated at 25.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), Interactive Brokers Group, Inc. reports quarterly revenue of $1.9B, net income of $1.3B. Top institutional holders of IBKR by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. IBKR trades on the Nasdaq exchange and files with the SEC under CIK 1381197. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IBKR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Interactive Brokers Group, Inc. directly from SEC EDGAR. Interactive Brokers Group, Inc.'s 13F Pro composite quality score has ranged between 59 and 81 since 2021, currently 77.0 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about Interactive Brokers Group, Inc.

Quirks, history, and lore behind IBKR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services company · mid-to-large cap · listed on Nasdaq · headquartered in Connecticut.
2
The Numbers
Handles roughly 2–3 million client accounts and executes hundreds of millions of trades annually, yet keeps operating costs so lean its profit margins embarrass most Wall Street peers.
3
The History
Founded in the late 1970s by a Hungarian-born trader who started by market-making on options with a small team and a lot of nerve.
4
The Secret
It built its own proprietary trading technology from scratch and has essentially run as a tech company wearing a brokerage suit — the founder still holds a majority economic interest decades later.
5
The Lore
Its founder, Thomas Peterffy, once connected a computer directly to a Nasdaq terminal with a mechanical keyboard-typing robot to automate trades — regulators eventually made him stop, but the automation obsession never did.
6
The Giveaway
The self-described "professional's gateway to the world's markets," it charges some of the lowest commissions in the industry and lets retail traders access options, futures, forex, and stocks across 150+ global markets from one account.

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What's Driving IBKR's Business? Latest 10-Q Breakdown

✓ 33/33 datapoints verified

AI-extracted from Interactive Brokers Group, Inc.'s 10-Q filed 2026-08-06 — Q2 2026 (quarter ended June 30, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Commissions rose 30% to $673 million and net interest income rose 23% to $1.06 billion, lifting total net revenues 28% to $1.90 billion and pretax margin to 77%.

Biggest Revenue Drivers

Commissions$673M+30% YoY

Driven by higher customer trading volumes in options, stocks and futures, up 17%, 14% and 2%

Risk exposure fees$25M

An $8 million increase in risk exposure fees charged to customers carrying positions exceeding defined risk thresholds

Biggest Revenue Drivers

Total revenue: $760M

Commissions$673M+30% YoY

Driven by higher customer trading volumes in options, stocks and futures, up 17%, 14% and 2%

Risk exposure fees$25M

An $8 million increase in risk exposure fees charged to customers carrying positions exceeding defined risk thresholds

Market data fees$23M

A $3 million increase in market data fees due to our growing customer base

Payments for order flow$18M

A $9 million increase in payments for order flow from exchange-mandated programs driven by higher customer trading volume

FDIC sweep fees$10M

A $1 million increase in FDIC sweep fees on higher customer balances

Largest Expense Items

Employee compensation and benefits$182M+12% YoY

Staffing increases, inflation, and $4 million higher social insurance taxes from stock plan vesting at a higher price

Execution, clearing and distribution fees$142M+22% YoY

$19 million increase in regulatory fees as SEC Section 31 transaction fees were re-initiated April 4, 2026

General and administrative$68M+11% YoY

A $2 million increase in legal reserves and a $1 million increase in advertising expenses

Occupancy, depreciation and amortization$27M+13% YoY

Higher rent for new offices and depreciation of computer equipment as data centers expand globally

Margins: Pretax profit margin was 77% versus 75% a year earlier, as non-interest expenses fell to 23% of net revenues. Net interest margin declined to 1.93% from 2.07% on lower interest rates.

Watch Items from the Filing

Net interest margin fell to 1.93% from 2.07%; a 0.25% U.S. rate decrease would cut net interest income by $81 million annualized.
Customer bad debt expense rose $9 million to $10 million, mainly from customer losses related to a corporate action during the quarter.
Margin loans of $108.9 billion outstanding; the filing states risk from margin loans and customer short sales is unlimited and not quantifiable.
Noncontrolling interests absorbed $1,026 million of $1,338 million net income; IBG, Inc. holds only 26.5% of IBG LLC.
Securities loaned grew to $45.4 billion from $24.8 billion at year-end 2025; average securities loaned balances rose 93% to $33.2 billion.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.9B

Net Income

Q2 2026

$1.3B

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+19.7% YoY

$6.21BFY 2025

FY22 $3.07BFY23 $4.34BFY24 $5.18BFY25 $6.21B

EPS (Diluted)

+1953.7% YoY

$2.22FY 2025

FY22 $0.23FY23 $0.09FY24 $0.11FY25 $2.22

Total Assets

+35.4% YoY

$203.24BFY 2025

FY22 $115.14BFY23 $128.42BFY24 $150.14BFY25 $203.24B

Op. Cash Flow

+81.2% YoY

$15.81BFY 2025

FY22 $3.97BFY23 $4.54BFY24 $8.72BFY25 $15.81B

Metric	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021	FY 2020
Revenue	$6.21B +19.7%	$5.18B +19.5%	$4.34B +41.5%	$3.07B +13.0%	$2.71B +22.4%	$2.22B
EPS (Diluted)	$2.22 +1953.7%	$0.11 +21.9%	$0.09 -62.2%	$0.23 +15.8%	$0.20 +33.9%	$0.15
Total Assets	$203.24B +35.4%	$150.14B +16.9%	$128.42B +11.5%	$115.14B +5.5%	$109.11B +14.0%	$95.68B
Operating Cash Flow	$15.81B +81.2%	$8.72B +92.0%	$4.54B +14.5%	$3.97B -32.7%	$5.90B -26.9%	$8.07B

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Available Research

13F Pro tracks comprehensive data for Interactive Brokers Group, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of IBKR

BlackRock, Inc.
$2.9B33,129,663 sh
VANGUARD CAPITAL MANAGEMENT LLC
$2.5B28,349,920 sh
STATE STREET CORP
$1.7B19,437,767 sh
FMR LLC
$1.0B11,828,151 sh
GEODE CAPITAL MANAGEMENT, LLC
$925.5M10,641,906 sh
Greenwich Wealth Management LLC
$863.6M9,921,755 sh
Invesco Ltd.
$845.1M9,708,980 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$759.4M8,724,292 sh
TWO SIGMA INVESTMENTS, LP
$725.9M8,340,400 sh
WELLINGTON MANAGEMENT GROUP LLP
$642.5M7,382,141 sh

Fund	Value	Shares
BlackRock, Inc.	$2.9B	33,129,663
VANGUARD CAPITAL MANAGEMENT LLC	$2.5B	28,349,920
STATE STREET CORP	$1.7B	19,437,767
FMR LLC	$1.0B	11,828,151
GEODE CAPITAL MANAGEMENT, LLC	$925.5M	10,641,906
Greenwich Wealth Management LLC	$863.6M	9,921,755
Invesco Ltd.	$845.1M	9,708,980
VANGUARD PORTFOLIO MANAGEMENT LLC	$759.4M	8,724,292
TWO SIGMA INVESTMENTS, LP	$725.9M	8,340,400
WELLINGTON MANAGEMENT GROUP LLP	$642.5M	7,382,141

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Is IBKR a good stock to buy?

13F Pro's AI-powered analysis of Interactive Brokers Group, Inc. (IBKR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IBKR are available on the IBKR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing. IBKR is classified as a large company.

Which hedge funds own IBKR?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IBKR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Interactive Brokers Group, Inc.'s investment landscape.