Ray Dalio's IBKR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 488,940 shares of Interactive Brokers Group, Inc. (IBKR) worth $31.44 M, representing 0.11% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 16 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in IBKR, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2022, adding 4.18 M shares. Largest reduction occurred in Q3 2023, reducing 1.74 M shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Interactive Brokers Group (IBKR) Holding Value Over Time
Track share changes against reported price movement
Quarterly Interactive Brokers Group (IBKR) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -93,830 | Reduce 16.10% | 488,940 | $64.31 |
| Q3 2025 | +582,770 | New Buy | 582,770 | $68.81 |
| Q2 2025 | -185,216 | Sold Out | 0 | $0.00 |
| Q1 2025 | +185,216 | New Buy | 185,216 | $41.40 |
| Q4 2024 | -110,184 | Sold Out | 0 | $0.00 |
| Q3 2024 | +27,800 | Add 33.74% | 110,184 | $34.84 |
| Q2 2024 | +82,384 | New Buy | 82,384 | $30.65 |
| Q1 2024 | -740,392 | Sold Out | 0 | $0.00 |
| Q4 2023 | +588,436 | Add 387.24% | 740,392 | $20.72 |
| Q3 2023 | -1.74 M | Reduce 91.97% | 151,956 | $21.64 |
| Q2 2023 | -1.09 M | Reduce 36.49% | 1.89 M | $20.77 |
| Q1 2023 | -1.1 M | Reduce 26.91% | 2.98 M | $20.64 |
| Q4 2022 | -462,936 | Reduce 10.20% | 4.07 M | $18.09 |
| Q3 2022 | -417,812 | Reduce 8.43% | 4.54 M | $15.98 |
| Q2 2022 | +4.18 M | Add 543.33% | 4.95 M | $13.75 |
| Q1 2022 | +770,192 | New Buy | 770,192 | $16.48 |
Ray Dalio's Interactive Brokers Group Investment FAQs
Ray Dalio first purchased Interactive Brokers Group, Inc. (IBKR) in Q1 2022, acquiring 770,192 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Interactive Brokers Group, Inc. (IBKR) for 16 quarters since Q1 2022.
Ray Dalio's largest addition to Interactive Brokers Group, Inc. (IBKR) was in Q2 2022, adding 4,954,884 shares worth $68.14 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 488,940 shares of Interactive Brokers Group, Inc. (IBKR), valued at approximately $31.44 M.
As of the Q4 2025 filing, Interactive Brokers Group, Inc. (IBKR) represents approximately 0.11% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Interactive Brokers Group, Inc. (IBKR) was 4,954,884 shares, as reported at the end of Q2 2022.