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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
First Citizens Bank & Trust Co5,196$380.0K0.02%––
Precision Wealth Strategies, LLC5,341$390.0K0.38%––
Pictet Asset Management Ltd5,400$394.0K0.00%––
GeoWealth Management, LLC5,387$394.0K0.06%––
Vident Investment Advisory, LLC5,680$415.0K0.01%––
Banco Santander, S.A.5,703$417.0K0.00%––
Maryland State Retirement & Pension System5,840$427.0K0.01%––
Bank of Montreal5,962$439.0K0.00%––
Wealthsource Partners, LLC6,024$440.0K0.04%––
First Manhattan Co6,250$456.0K0.00%––
Brown Advisory Inc6,245$456.0K0.00%––
HRT Financial LP6,629$484.0K0.00%––
IndexIQ Advisors LLC6,797$496.0K0.02%––
FORA Capital, LLC6,810$497.0K0.16%––
Hyman Charles D7,158$523.0K0.04%––
Tuttle Tactical Management7,216$527.0K0.21%––
FourThought Financial, LLC7,290$532.0K0.08%––
Capital Asset Advisory Services LLC7,443$544.0K0.08%––
Securian Asset Management, Inc7,562$552.0K0.01%––
Zurcher Kantonalbank (Zurich Cantonalbank)8,066$589.0K0.00%––
Belpointe Asset Management LLC8,150$595.0K0.05%––
Teacher Retirement System of Texas8,217$600.0K0.00%––
Gsa Capital Partners LLP8,219$600.0K0.10%––
Tower Research Capital LLC (TRC)8,207$600.0K0.01%––
Blueshift Asset Management, LLC8,269$604.0K0.06%––
Xponance, Inc.8,452$617.0K0.01%––
Pacer Advisors, Inc.8,614$629.0K0.01%––
Dana Investment Advisors, Inc.8,656$632.0K0.03%––
CIBC World Markets Corp8,675$634.0K0.00%––
AGF Investments LLC8,682$634.0K0.08%––
Neo Ivy Capital Management8,749$639.0K0.70%––
Crossmark Global Holdings, Inc.9,140$668.0K0.02%––
Virtu Financial LLC9,178$670.0K0.05%––
State of Wisconsin Investment Board9,302$679.0K0.00%––
FMR LLC9,890$722.0K0.00%––
LVW Advisors, LLC10,539$770.0K0.15%––
Simplex Trading, LLC10,585$773.0K0.04%––
LPL Financial LLC10,679$780.0K0.00%––
Public Employees Retirement Association of Colorado10,765$786.0K0.00%––
Voya Investment Management LLC10,758$786.0K0.00%––
Healthcare of Ontario Pension Plan Trust Fund10,773$787.0K0.00%––
Gamco Investors, Inc. Et Al11,150$814.0K0.01%––
Duality Advisers, LP11,151$814.0K0.07%––
Teachers Retirement System of the State of Kentucky11,437$835.0K0.01%––
FDx Advisors, Inc.11,571$845.0K0.03%––
Guggenheim Capital LLC11,636$850.0K0.01%––
Point72 Hong Kong Ltd12,147$887.0K0.07%––
Prudential Financial Inc12,275$897.0K0.00%––
State of Alaska, Department of Revenue12,658$924.0K0.01%––
AIA Group Ltd12,682$926.0K0.13%––
ProShare Advisors LLC12,895$942.0K0.00%––
Baker Tilly Wealth Management, LLC13,401$979.0K0.20%––
Credential Qtrade Securities Inc.13,411$979.5K0.09%––
SG Americas Securities, LLC13,443$982.0K0.01%––
Northwestern Mutual Investment Management Company, LLC13,476$984.0K0.02%––
New Mexico Educational Retirement Board13,860$1.01M0.04%––
NewEdge Wealth, LLC14,356$1.05M0.10%––
Quantbot Technologies LP14,575$1.06M0.10%––
Metropolitan Life Insurance Co15,128$1.10M0.02%––
Trexquant Investment LP15,260$1.11M0.10%––
Federated Hermes, Inc.16,112$1.18M0.00%––
Eagle Capital Management LLC16,500$1.21M0.00%––
SkyView Investment Advisors, LLC16,545$1.21M0.54%––
Uncommon Cents Investing LLC17,325$1.26M0.54%––
KB Financial Partners, LLC17,714$1.29M0.55%––
NN Investment Partners Holdings N.V.17,900$1.31M0.01%––
Twinbeech Capital LP17,950$1.31M0.19%––
DuPont Capital Management Corp19,039$1.39M0.03%––
Pin Oak Investment Advisors Inc20,805$1.52M1.29%––
Handelsbanken Fonder AB20,910$1.53M0.01%––
Louisiana State Employees Retirement System21,000$1.53M0.04%––
HighTower Advisors, LLC21,026$1.54M0.00%––
Thrivent Financial for Lutherans21,479$1.57M0.00%––
MUFG Securities EMEA plc21,800$1.59M0.01%––
Assetmark, Inc21,957$1.60M0.01%––
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV22,074$1.61M0.14%––
Ameritas Investment Partners, Inc.22,204$1.62M0.06%––
Arizona State Retirement System22,459$1.64M0.01%––
Cipher Capital LP23,132$1.69M0.20%––
Neuberger Berman Group LLC23,760$1.74M0.00%––
Mackenzie Financial Corp23,928$1.75M0.00%––
Brown Brothers Harriman & Co24,089$1.76M0.01%––
Gabelli & Co Investment Advisers, Inc.25,000$1.83M0.23%––
APG Asset Management N.V.30,400$1.89M0.00%––
Oregon Public Employees Retirement Fund26,207$1.91M0.02%––
Engineers Gate Manager LP26,690$1.95M0.10%––
Treasurer of the State of North Carolina26,903$1.97M0.01%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys26,954$1.97M0.02%––
Advisor Group Holdings, Inc.26,980$1.97M0.00%––
M&T Bank Corp28,189$2.06M0.01%––
Natixis28,800$2.10M0.01%––
Price T Rowe Associates Inc29,425$2.15M0.00%––
EAM Investors, LLC29,852$2.18M0.33%––
State of Michigan Retirement System29,934$2.19M0.01%––
Winton Group Ltd29,945$2.19M0.12%––
Cumberland Partners Ltd31,000$2.26M0.19%––
Zacks Investment Management31,295$2.29M0.04%––
TD Private Client Wealth LLC32,322$2.36M0.11%––
Dynamic Technology Lab Private Ltd32,964$2.41M0.27%––
Great West Life Assurance Co33,622$2.45M0.01%––