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Interactive Brokers Group, Inc.

IBKR
Exchange
Nasdaq
Industry
Security Brokers, Dealers & Flotation Companies
SEC CIK
0001381197

In the last 90 days, Interactive Brokers Group, Inc. insiders filed 3 open-market purchases and 0 sales; 1,119 institutions reported holding it in 13F filings for Q2 2026, worth $33.7B in total; 3 superinvestors hold it, including Viking Global Investors and Lone Pine Capital.

13F holders, Q1 2021

Institutional positions in Interactive Brokers Group, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
320
No complete 13F data for Q4 2020
Shares held
79.2M
No complete 13F data for Q4 2020
Total value
$5.79B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting IBKR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 320 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ1 2021: $5.79B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$5.79B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding IBKR in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Greenwich Wealth Management LLC8,780,173$641.3M51.21%––
Kayne Anderson Rudnick Investment Management LLC8,393,971$613.1M1.64%––
Vanguard Group Inc6,978,685$509.7M0.01%––
BlackRock Inc.6,862,263$501.2M0.01%––
Bares Capital Management, Inc.5,439,955$397.3M7.43%––
Baillie Gifford & Co4,113,068$300.4M0.17%––
Cantillon Capital Management LLC2,397,278$175.1M1.27%––
Select Equity Group, L.P.2,369,842$173.1M0.63%––
State Street Corp1,795,373$131.1M0.01%––
Ancient Art, L.P.1,787,973$130.6M12.87%––
Jarislowsky, Fraser Ltd1,612,832$117.8M0.58%––
Samlyn Capital, LLC1,513,192$110.5M1.64%––
Thunderbird Partners LLP1,151,757$84.1M7.09%––
Wells Fargo & Company1,143,793$83.5M0.02%––
Geode Capital Management, LLC967,687$70.7M0.01%––
Antipodes Partners Ltd908,892$66.4M2.69%––
Goldman Sachs Group Inc857,259$62.6M0.02%––
Bronte Capital Management Pty Ltd.853,951$62.4M10.92%––
1832 Asset Management L.P.838,639$60.9M0.13%––
Citadel Advisors LLC810,478$59.2M0.06%––
Bank of New York Mellon Corp748,917$54.7M0.01%––
Putnam Investments LLC739,150$54.0M0.09%––
Norges Bank732,726$53.5M0.01%––
Marshall Wace, LLP668,223$48.8M0.26%––
Northern Trust Corp650,330$47.5M0.01%––
Renaissance Technologies LLC636,200$46.5M0.06%––
Mitsubishi UFJ Trust & Banking Corp626,310$45.7M0.10%––
Ensign Peak Advisors, Inc573,000$41.9M0.09%––
Personal Capital Advisors Corp535,703$39.1M0.23%––
Dimensional Fund Advisors LP489,869$35.8M0.01%––
D. E. Shaw & Co., Inc.440,732$32.2M0.04%––
Invesco Ltd.438,226$32.0M0.01%––
Charles Schwab Investment Management Inc419,276$30.6M0.01%––
Marshall Wace Asia Ltd413,569$30.2M0.67%––
Millennium Management LLC380,594$27.8M0.04%––
Park West Asset Management LLC316,081$23.1M0.76%––
Principal Financial Group Inc277,198$20.2M0.01%––
Barclays PLC266,674$19.5M0.02%––
Oakcliff Capital Partners, LP261,847$19.1M9.07%––
Raymond James & Associates254,004$18.6M0.02%––
Ameriprise Financial Inc242,796$17.7M0.01%––
Nuveen Asset Management, LLC234,895$17.2M0.01%––
Stifel Financial Corp233,767$17.1M0.03%––
Owls Nest Partners IA, LLC230,300$16.8M9.82%––
BNP Paribas Arbitrage, SA210,712$15.4M0.03%––
Royal Bank of Canada207,183$15.1M0.00%––
Rhumbline Advisers193,769$14.2M0.02%––
AXA S.A.192,900$14.1M0.04%––
JPMorgan Chase & Co191,411$14.0M0.00%––
California Public Employees Retirement System176,277$12.9M0.01%––
Swiss National Bank176,200$12.9M0.01%––
PenderFund Capital Management Ltd.139,600$12.8M3.11%––
Squarepoint Ops LLC163,183$11.9M0.11%––
Morgan Stanley162,862$11.9M0.00%––
American International Group, Inc.146,330$10.7M0.04%––
Envestnet Asset Management Inc145,850$10.7M0.01%––
Russell Investments Group, Ltd.145,499$10.6M0.02%––
Jacobs Levy Equity Management, Inc144,360$10.5M0.08%––
Gabelli Funds LLC144,349$10.5M0.07%––
Boston Financial Mangement LLC141,062$10.3M0.45%––
Cubist Systematic Strategies, LLC140,513$10.3M0.13%––
Brooktree Capital Management135,466$9.89M6.63%––
HSBC Holdings PLC131,576$9.65M0.01%––
Man Group plc131,162$9.58M0.04%––
California State Teachers Retirement System127,630$9.32M0.01%––
Legal & General Group Plc127,440$9.31M0.00%––
Alliancebernstein L.P.124,563$9.10M0.00%––
Credit Suisse AG124,355$9.08M0.01%––
Majedie Asset Management Ltd115,709$8.45M0.61%––
Bank of America Corp111,931$8.18M0.00%––
UBS Asset Management Americas Inc110,686$8.08M0.00%––
New York State Common Retirement Fund110,593$8.08M0.01%––
Retirement Systems of Alabama105,454$7.70M0.03%––
Qube Research & Technologies Ltd104,951$7.67M0.13%––
Marvin & Palmer Associates Inc104,230$7.61M3.38%––
ExodusPoint Capital Management, LP100,256$7.32M0.15%––
Tudor Investment Corp Et Al99,416$7.26M0.16%––
Van Den Berg Management I, Inc97,469$7.12M1.56%––
State of Tennessee, Treasury Department96,723$7.07M0.03%––
Deutsche Bank AG94,224$6.88M0.00%––
Manufacturers Life Insurance Company, The90,602$6.62M0.01%––
State Board of Administration of Florida Retirement System90,039$6.58M0.01%––
Parametric Portfolio Associates LLC88,376$6.46M0.00%––
Marshall Wace North America L.P.88,227$6.44M0.03%––
Janney Montgomery Scott LLC86,438$6.31M0.03%––
Mutual of America Capital Management LLC73,022$5.33M0.06%––
TownSquare Capital, LLC66,128$4.83M0.19%––
Daiwa Securities Group Inc.63,311$4.62M0.03%––
Victory Capital Management Inc60,951$4.45M0.00%––
Texas Permanent School Fund60,361$4.41M0.05%––
SEI Investments Co59,981$4.38M0.01%––
Atria Investments LLC58,365$4.26M0.09%––
Federation des caisses Desjardins du Quebec57,996$4.24M0.05%––
Assenagon Asset Management S.A.57,644$4.21M0.02%––
Raymond James Financial Services Advisors, Inc.53,452$3.90M0.01%––
Vestmark Advisory Solutions, Inc.53,317$3.89M0.35%––
Diametric Capital, LP53,019$3.87M2.96%––
Los Angeles Capital Management LLC52,940$3.87M0.02%––
Bank of Nova Scotia52,561$3.84M0.01%––
Martingale Asset Management L P52,525$3.84M0.04%––