Interactive Brokers
Interactive Brokers Group, Inc. (NASDAQ: IBKR) operates as an automated global broker providing custody and brokerage services to hedge funds, mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors worldwide. The company's website… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Interactive Brokers does
In the company’s own words
Interactive Brokers Group, Inc. (NASDAQ: IBKR) operates as an automated global broker providing custody and brokerage services to hedge funds, mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors worldwide. The company's website is www.interactivebrokers.com.
Founded in 1977 as a market making business on the floor of the American Stock Exchange, Interactive Brokers has evolved into a technology-driven brokerage platform specializing in electronic execution and processing of trades across multiple asset classes. The company executes trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, ETFs, precious metals, and forecast contracts on more than 170 electronic exchanges and market centers spanning 40 countries and 29 currencies.
The company serves approximately 4.4 million institutional and individual brokerage customers through proprietary trading platforms including Trader WorkstationSM, IBKR Desktop, IBKR Mobile, and IBKR Client Portal. Core service offerings include IBKR ProSM for sophisticated investors and IBKR LiteSM providing commission-free trading on U.S. exchange-listed stocks and ETFs. The IBKR Universal AccountSM consolidates trading across multiple asset classes and currencies from a single platform, complemented by cash management services including deposit options, check deposits, and an insured bank deposit sweep program providing up to $5 million in FDIC insurance coverage.
Interactive Brokers maintains a global presence with headquarters in Greenwich, Connecticut and offices in Chicago, Canada, the United Kingdom, Ireland, Switzerland, Hungary, Dubai, India, Hong Kong, Shanghai, Japan, Singapore, and Australia. As of December 31, 2025, the company employed 3,182 people worldwide.
The company's competitive advantages center on proprietary technology developed internally over four decades, enabling automated order routing, real-time risk management, and seamless integration with global trading venues. The IB SmartRoutingSM system continuously searches for optimal execution prices across multiple markets. Interactive Brokers joined the S&P 500 Index in August 2025, reflecting recognition of its financial performance, market capitalization, technology-driven business model, and position as a leading global automated brokerage platform.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- GREENWICH, CT
- Fiscal year end
- December
- CIK
- 1381197
- SIC
- 6211
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Interactive Brokers — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Interactive Brokers · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Interactive Brokers’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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