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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 2 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
Parallel Advisors, LLC6$00.00%––
Private Capital Group, LLC1$00.00%––
Versant Capital Management, Inc5$00.00%––
Prestige Wealth Management Group LLC6$00.00%––
Northwestern Mutual Wealth Management Co9$1.00K0.00%––
Parkside Financial Bank & Trust18$1.00K0.00%––
Signaturefd, LLC14$1.00K0.00%––
Private Ocean, LLC14$1.00K0.00%––
Sowell Financial Services LLC10$1.00K0.00%––
BerganKDV Wealth Management, LLC13$1.00K0.00%––
Rockefeller Capital Management L.P.27$1.00K0.00%––
Meeder Asset Management Inc34$2.00K0.00%––
Earnest Partners LLC33$2.00K0.00%––
Valeo Financial Advisors, LLC27$2.00K0.00%––
Meridian Wealth Partners, LLC34$2.00K0.00%––
Central Trust Co45$3.00K0.00%––
Huntington National Bank37$3.00K0.00%––
Thomas J. Herzfeld Advisors, Inc.47$3.00K0.00%––
Berman Capital Advisors, LLC51$3.00K0.00%––
HighMark Wealth Management LLC41$3.00K0.00%––
RWM Asset Management, LLC44$3.00K0.00%––
Harbour Investments, Inc.48$4.00K0.00%––
Lenox Wealth Advisors, LLC51$4.00K0.00%––
O'Shaughnessy Asset Management, LLC75$5.00K0.00%––
Stuart Chaussee & Associates, Inc.88$6.00K0.00%––
CWM, LLC104$7.00K0.00%––
CVA Family Office, LLC97$7.00K0.00%––
TSFG, LLC130$9.00K0.00%––
Savior LLC135$10.0K0.01%––
Fifth Third Bancorp149$11.0K0.00%––
International Assets Investment Management, LLC185$11.0K0.00%––
Steward Partners Investment Advisory, LLC197$14.4K0.00%––
Harvest Fund Management Co., Ltd216$15.0K0.00%––
Adirondack Trust Co250$18.0K0.01%––
Ci Investments Inc.240$18.0K0.00%––
Quadrant Capital Group LLC243$18.0K0.00%––
First Horizon Advisors, Inc.315$23.0K0.00%––
Gemmer Asset Management LLC310$23.0K0.00%––
Cutler Group LP344$25.0K0.00%––
Nisa Investment Advisors, LLC400$29.0K0.00%––
Evolution Wealth Advisors, LLC400$29.0K0.01%––
Ameritas Investment Company, LLC448$32.7K0.00%––
Washington Trust Co500$37.0K0.00%––
Vestcor Inc609$44.0K0.00%––
FinTrust Capital Advisors, LLC600$44.0K0.01%––
Toronto Dominion Bank640$47.0K0.00%––
Twin Tree Management, LP771$56.0K0.00%––
Benjamin F. Edwards & Company, Inc.783$57.0K0.00%––
Heritage Wealth Management, LLC839$61.0K0.03%––
Wolff Wiese Magana LLC893$65.0K0.05%––
Kistler-Tiffany Companies, LLC1,000$73.0K0.02%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$73.0K0.00%––
Eaton Vance Management1,022$75.0K0.00%––
Amundi Asset Management US, Inc.1,077$79.0K0.00%––
Walleye Trading LLC1,171$86.0K0.00%––
Graves-Light Private Wealth Management, Inc.1,309$96.0K0.02%––
Markston International LLC1,400$102.0K0.01%––
Spire Wealth Management1,428$104.0K0.00%––
Wolverine Asset Management LLC1,467$107.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.1,500$108.0K0.00%––
DekaBank Deutsche Girozentrale1,553$111.0K0.00%––
Edmond de Rothschild Holding S.A.1,660$121.0K0.00%––
State of Wyoming1,678$123.0K0.20%––
Geneos Wealth Management Inc.2,026$144.0K0.00%––
Macquarie Group Ltd2,028$148.0K0.00%––
Agf Investments Inc.2,418$177.0K0.00%––
NewSquare Capital LLC2,535$185.0K0.02%––
Crewe Advisors LLC2,548$186.0K0.05%––
Aureus Asset Management, LLC2,772$202.0K0.02%––
World Asset Management Inc2,834$203.0K0.02%––
AlphaCrest Capital Management LLC2,799$204.0K0.01%––
PEAK6 Investments LLC2,877$210.0K0.01%––
Bank Julius Baer & Co. Ltd, Zurich2,907$212.0K0.00%––
Kestra Advisory Services, LLC2,897$212.0K0.00%––
Cetera Investment Advisers2,928$214.0K0.00%––
MML Investors Services, LLC2,995$219.0K0.00%––
Captrust Financial Advisors3,002$219.0K0.00%––
ARK Investment Management LLCSuperinvestorARK Invest3,002$219.0K0.00%––
The PNC Financial Services Group, Inc.3,165$231.0K0.00%––
MAI Capital Management3,261$238.0K0.01%––
Oppenheimer & Co Inc3,300$241.0K0.00%––
Commonwealth Equity Services, LLC3,340$244.0K0.00%––
CIBC Asset Management Inc3,432$251.0K0.00%––
Haverford Trust Co3,530$258.0K0.00%––
Intercontinental Wealth Advisors, LLC3,628$265.0K0.06%––
Panagora Asset Management Inc3,706$271.0K0.00%––
Advisor OS, LLC3,809$277.0K0.06%––
Amalgamated Bank3,803$278.0K0.01%––
Utah Retirement Systems3,800$278.0K0.00%––
Mirabella Financial Services LLP3,938$288.0K0.09%––
LS Investment Advisors, LLC4,361$319.0K0.02%––
Weld Capital Management LLC4,394$321.0K0.14%––
Seven Eight Capital, LP5,350$326.0K0.07%––
Summit Global Investments4,499$329.0K0.02%––
swisspartners Ltd.4,600$337.0K0.27%––
Shelton Capital Management4,672$341.0K0.01%––
HBK Sorce Advisory LLC4,700$343.0K0.02%––
Susquehanna International Group, LLP4,861$355.0K0.00%––
Verition Fund Management LLC4,892$357.0K0.01%––
Profund Advisors LLC5,069$370.0K0.01%––