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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
Paloma Partners Management Co33,603$2.45M0.07%––
Bridges Investment Management Inc33,800$2.47M0.07%––
Nomura Holdings Inc34,300$2.51M0.02%––
Prelude Capital Management, LLC34,978$2.56M0.18%––
Jane Street Group, LLC35,146$2.57M0.01%––
Rafferty Asset Management, LLC36,959$2.70M0.02%––
Athanor Capital, LP37,307$2.73M0.11%––
Public Employees Retirement System of Ohio39,069$2.85M0.01%––
Truist Financial Corp40,338$2.95M0.01%––
US Bancorp40,757$2.98M0.01%––
New York State Teachers Retirement System41,021$3.00M0.01%––
MetLife Investment Management41,733$3.05M0.03%––
AWH Capital, L.P.42,000$3.07M3.02%––
Citigroup Inc42,051$3.07M0.00%––
UBS Group AG42,093$3.08M0.00%––
Connor, Clark & Lunn Investment Management Ltd.43,755$3.20M0.02%––
Marks Group Wealth Management, Inc43,777$3.20M0.47%––
Comerica Bank45,440$3.33M0.02%––
Harbor Advisors LLC49,558$3.62M0.80%––
State of New Jersey Common Pension Fund D50,680$3.70M0.01%––
Martingale Asset Management L P52,525$3.84M0.04%––
Bank of Nova Scotia52,561$3.84M0.01%––
Los Angeles Capital Management LLC52,940$3.87M0.02%––
Diametric Capital, LP53,019$3.87M2.96%––
Vestmark Advisory Solutions, Inc.53,317$3.89M0.35%––
Raymond James Financial Services Advisors, Inc.53,452$3.90M0.01%––
Assenagon Asset Management S.A.57,644$4.21M0.02%––
Federation des caisses Desjardins du Quebec57,996$4.24M0.05%––
Atria Investments LLC58,365$4.26M0.09%––
SEI Investments Co59,981$4.38M0.01%––
Texas Permanent School Fund60,361$4.41M0.05%––
Victory Capital Management Inc60,951$4.45M0.00%––
Daiwa Securities Group Inc.63,311$4.62M0.03%––
TownSquare Capital, LLC66,128$4.83M0.19%––
Mutual of America Capital Management LLC73,022$5.33M0.06%––
Janney Montgomery Scott LLC86,438$6.31M0.03%––
Marshall Wace North America L.P.88,227$6.44M0.03%––
Parametric Portfolio Associates LLC88,376$6.46M0.00%––
State Board of Administration of Florida Retirement System90,039$6.58M0.01%––
Manufacturers Life Insurance Company, The90,602$6.62M0.01%––
Deutsche Bank AG94,224$6.88M0.00%––
State of Tennessee, Treasury Department96,723$7.07M0.03%––
Van Den Berg Management I, Inc97,469$7.12M1.56%––
Tudor Investment Corp Et Al99,416$7.26M0.16%––
ExodusPoint Capital Management, LP100,256$7.32M0.15%––
Marvin & Palmer Associates Inc104,230$7.61M3.38%––
Qube Research & Technologies Ltd104,951$7.67M0.13%––
Retirement Systems of Alabama105,454$7.70M0.03%––
New York State Common Retirement Fund110,593$8.08M0.01%––
UBS Asset Management Americas Inc110,686$8.08M0.00%––
Bank of America Corp111,931$8.18M0.00%––
Majedie Asset Management Ltd115,709$8.45M0.61%––
Credit Suisse AG124,355$9.08M0.01%––
Alliancebernstein L.P.124,563$9.10M0.00%––
Legal & General Group Plc127,440$9.31M0.00%––
California State Teachers Retirement System127,630$9.32M0.01%––
Man Group plc131,162$9.58M0.04%––
HSBC Holdings PLC131,576$9.65M0.01%––
Brooktree Capital Management135,466$9.89M6.63%––
Cubist Systematic Strategies, LLC140,513$10.3M0.13%––
Boston Financial Mangement LLC141,062$10.3M0.45%––
Gabelli Funds LLC144,349$10.5M0.07%––
Jacobs Levy Equity Management, Inc144,360$10.5M0.08%––
Russell Investments Group, Ltd.145,499$10.6M0.02%––
Envestnet Asset Management Inc145,850$10.7M0.01%––
American International Group, Inc.146,330$10.7M0.04%––
Morgan Stanley162,862$11.9M0.00%––
Squarepoint Ops LLC163,183$11.9M0.11%––
PenderFund Capital Management Ltd.139,600$12.8M3.11%––
Swiss National Bank176,200$12.9M0.01%––
California Public Employees Retirement System176,277$12.9M0.01%––
JPMorgan Chase & Co191,411$14.0M0.00%––
AXA S.A.192,900$14.1M0.04%––
Rhumbline Advisers193,769$14.2M0.02%––
Royal Bank of Canada207,183$15.1M0.00%––
BNP Paribas Arbitrage, SA210,712$15.4M0.03%––
Owls Nest Partners IA, LLC230,300$16.8M9.82%––
Stifel Financial Corp233,767$17.1M0.03%––
Nuveen Asset Management, LLC234,895$17.2M0.01%––
Ameriprise Financial Inc242,796$17.7M0.01%––
Raymond James & Associates254,004$18.6M0.02%––
Oakcliff Capital Partners, LP261,847$19.1M9.07%––
Barclays PLC266,674$19.5M0.02%––
Principal Financial Group Inc277,198$20.2M0.01%––
Park West Asset Management LLC316,081$23.1M0.76%––
Millennium Management LLC380,594$27.8M0.04%––
Marshall Wace Asia Ltd413,569$30.2M0.67%––
Charles Schwab Investment Management Inc419,276$30.6M0.01%––
Invesco Ltd.438,226$32.0M0.01%––
D. E. Shaw & Co., Inc.440,732$32.2M0.04%––
Dimensional Fund Advisors LP489,869$35.8M0.01%––
Personal Capital Advisors Corp535,703$39.1M0.23%––
Ensign Peak Advisors, Inc573,000$41.9M0.09%––
Mitsubishi UFJ Trust & Banking Corp626,310$45.7M0.10%––
Renaissance Technologies LLC636,200$46.5M0.06%––
Northern Trust Corp650,330$47.5M0.01%––
Marshall Wace, LLP668,223$48.8M0.26%––
Norges Bank732,726$53.5M0.01%––
Putnam Investments LLC739,150$54.0M0.09%––
Bank of New York Mellon Corp748,917$54.7M0.01%––