Ray Dalio's IBKR Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 582.8K shares of Interactive Brokers Group, Inc. (IBKR) worth $40.1 M, representing 0.16% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 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 4.2M shares. Largest reduction occurred in Q3 2023, reducing 1.7M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2022 | +770,192 | New Buy | 770,192 | $16.48 |
| Q2 2022 | +4.18 M | Add 543.33% | 4.95 M | $13.75 |
| Q3 2022 | -417,812 | Reduce 8.43% | 4.54 M | $15.98 |
| Q4 2022 | -462,936 | Reduce 10.20% | 4.07 M | $18.09 |
| Q1 2023 | -1.1 M | Reduce 26.91% | 2.98 M | $20.64 |
| Q2 2023 | -1.09 M | Reduce 36.49% | 1.89 M | $20.77 |
| Q3 2023 | -1.74 M | Reduce 91.97% | 151,956 | $21.64 |
| Q4 2023 | +588,436 | Add 387.24% | 740,392 | $20.72 |
| Q1 2024 | -740,392 | Sold Out | 740,392 | $0.00 |
| Q2 2024 | +82,384 | New Buy | 82,384 | $30.65 |
| Q3 2024 | +27,800 | Add 33.74% | 110,184 | $34.84 |
| Q4 2024 | -110,184 | Sold Out | 110,184 | $0.00 |
| Q1 2025 | +185,216 | New Buy | 185,216 | $41.40 |
| Q2 2025 | -185,216 | Sold Out | 185,216 | $0.00 |
| Q3 2025 | +582,770 | New Buy | 582,770 | $68.81 |
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 15 quarters since Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Interactive Brokers Group, Inc. (IBKR) was in Q2 2022, adding 4,954,884 shares worth $68.14 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 582,770 shares of Interactive Brokers Group, Inc. (IBKR), valued at approximately $40.1 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Interactive Brokers Group, Inc. (IBKR) represents approximately 0.16% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Interactive Brokers Group, Inc. (IBKR) was 4,954,884 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.