Interactive Brokers Statistics: AUM, Valuation, Revenues, Number of Users & More

Interactive Brokers has been among the most established global brokers since its founding in 1978, and has grown particularly quickly in recent years.

It is known for broad international availability, access to 170+ markets across 36+ countries, advanced trading tools, and consistently low pricing.

That combination has traditionally appealed to intermediate and experienced investors, though the firm has made significant moves toward beginners in recent years, becoming one of the largest brokerages internationally.

In this article we look at the numbers behind Interactive Brokers: client assets, account numbers, revenue, and more, focusing on current data while showing how the key metrics have developed.

Whether you already use the platform, are considering it, or are simply curious, the figures below should give you a clear picture.

Overview

Interactive Brokers was founded in New York in 1978 by Thomas Peterffy, who remains chairman and the largest shareholder. Having emigrated to the United States from Hungary in 1965, Peterffy built the business around applying computer technology to automate trading and reduce costs – an approach that was genuinely novel at the time and remains central to the firm’s low-cost positioning.

Interactive Brokers is headquartered in Greenwich, Connecticut, with around 3,000 employees across offices in North America, Europe, and Asia. Employee count is worth noting alongside its scale: IBKR runs a substantially leaner operation than peers managing comparable assets, which is a direct consequence of its automation-first approach.

The company is regulated by top-tier authorities across multiple jurisdictions and listed on NASDAQ under the ticker IBKR. It joined the S&P 500 in 2024.

For more, read our comprehensive Interactive Brokers review.

Ownership

Interactive Brokers is publicly listed, though the ownership structure is unusual. Only a minority of the company trades freely – the majority is held through IBG Holdings LLC by employees and affiliates, with founder Thomas Peterffy the largest individual shareholder by a considerable margin.

This structure means Peterffy retains effective control despite the public listing, which has implications worth understanding: strategic decisions are not subject to the shareholder pressure that shapes most listed brokers, and the firm has been able to prioritise long-term positioning over quarterly results.

Among institutional holders of the publicly traded shares are Vanguard Group, BlackRock, and Orbis Allan Gray, alongside others (source: fintel.io).

Note that IBKR completed a four-for-one stock split in June 2025, so per-share figures from before that date are not directly comparable with current ones.

Interactive Brokers client assets

With account growth has come a substantial rise in client equity. The trajectory was steady through the 2010s before accelerating sharply from 2020, more than doubling between 2019 and 2021.

2022 was weaker across financial markets, producing a year-on-year decline of nearly 18%. That reversed decisively from 2023 onward, and growth has since accelerated well beyond the previous peak.

As of July 2026, Interactive Brokers holds $906.7 billion in client equity, up 32% year-on-year. Client margin loan balances reached $100.7 billion, up 49%, and client credit balances $180.5 billion.

Note that this is client equity rather than assets under management in the conventional sense. IBKR is an execution and custody broker, not an asset manager – clients direct their own investments, so this figure represents assets held on the platform rather than money IBKR manages discretionarily.

Interactive Brokers valuation

Interactive Brokers is listed on NASDAQ under the ticker IBKR and has been a member of the S&P 500 since 2024. The stock has been volatile at times but has delivered strong long-term growth. Note that IBKR completed a four-for-one stock split in June 2025, so per-share figures before that date are not directly comparable with current ones.

As of August 2026, IBKR trades at around $93 per share, giving Interactive Brokers a market capitalisation of roughly $158 billion on a fully diluted basis across all IBG LLC interests.

To put that in perspective against listed competitors:

Other competitors such as Fidelity Investments, Saxo, and Vanguard are privately held and cannot be compared on this basis. eToro has been publicly listed on NASDAQ since May 2025.

Interactive Brokers revenue

As an execution and custody broker, Interactive Brokers generates revenue principally through commissions on client trades and net interest income – the latter from lending to clients via margin accounts and from investing client cash balances.

Additional revenue comes from other fees and services, including market data, risk exposure fees, and payments for order flow from exchange-mandated programmes.

The most recent results, for Q2 2026 (quarter ended 30 June), show:

• Total net revenues: $1.90 billion, up 28% year-on-year;
• Net interest income: $1.06 billion, up 23% on higher margin loans and credit balances;
• Commission revenue: $673 million, up 30% on higher trading volumes;
• Other fees and services: $87 million, up 40%;
• Income before income taxes: $1.46 billion;
• Pre-tax profit margin: 77% (up from 75% a year earlier);
• Diluted EPS: $0.69 (against $0.51 a year earlier);
• Total equity: $22.3 billion.

The 77% pre-tax margin is the number worth pausing on. Very few businesses of any kind operate at that level, and it is the direct result of the automation-first approach IBKR has pursued since 1978 – roughly 3,000 employees supporting 5.3 million accounts and over $900 billion in client equity.

Note also the revenue mix: net interest income exceeds commissions by a wide margin, which means IBKR’s earnings are materially sensitive to interest rate movements. Net interest margin was 1.93% in Q2 2026, down from 2.07% a year earlier as rates eased.

You can access their financial and operating info, including quarterly earnings reports, annual reports, and more, at this link.

Conclusion

Interactive Brokers has established itself as a broker serving the full spectrum from beginners to institutional traders. Removing the barriers that once limited it to professionals – the minimum deposit, the inactivity fee, and the complexity of its main platform – has been the main driver of growth in recent years.

The figures bear that out. Client accounts reached 5.317 million in July 2026, up 34% year-on-year, while client equity grew 32% to $906.7 billion. The business remains exceptionally profitable, with a 77% pre-tax margin in Q2 2026 sustained by an automation-first model that supports millions of accounts with roughly 3,000 employees.

Two things are worth keeping in perspective, though.

• Revenue is rate-sensitive. Net interest income now exceeds commissions by a wide margin, so a sustained fall in interest rates would compress earnings regardless of how many accounts IBKR adds. Net interest margin already narrowed from 2.07% to 1.93% year-on-year in Q2 2026.
• Margin lending has grown quickly. Client margin loans rose 67% year-on-year to $108.5 billion. That drives interest income in rising markets, but leveraged client positions carry credit risk that becomes visible in a sharp downturn – customer bad debt rose from $1 million to $10 million in the same quarter, small in context but worth watching.

None of that undermines the broader picture. Interactive Brokers remains one of the most durable and well-run brokers globally, with growth across accounts, client assets, and revenue all pointing the same way. For investors, the combination of low costs, broad market access, and a transparently reported balance sheet is difficult to match.

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