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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
Zurcher Kantonalbank (Zurich Cantonalbank)8,066$589.0K0.00%––
Securian Asset Management, Inc7,562$552.0K0.01%––
Capital Asset Advisory Services LLC7,443$544.0K0.08%––
FourThought Financial, LLC7,290$532.0K0.08%––
Tuttle Tactical Management7,216$527.0K0.21%––
Hyman Charles D7,158$523.0K0.04%––
FORA Capital, LLC6,810$497.0K0.16%––
IndexIQ Advisors LLC6,797$496.0K0.02%––
HRT Financial LP6,629$484.0K0.00%––
First Manhattan Co6,250$456.0K0.00%––
Brown Advisory Inc6,245$456.0K0.00%––
Wealthsource Partners, LLC6,024$440.0K0.04%––
Bank of Montreal5,962$439.0K0.00%––
Maryland State Retirement & Pension System5,840$427.0K0.01%––
Banco Santander, S.A.5,703$417.0K0.00%––
Vident Investment Advisory, LLC5,680$415.0K0.01%––
Pictet Asset Management Ltd5,400$394.0K0.00%––
GeoWealth Management, LLC5,387$394.0K0.06%––
Precision Wealth Strategies, LLC5,341$390.0K0.38%––
First Citizens Bank & Trust Co5,196$380.0K0.02%––
Profund Advisors LLC5,069$370.0K0.01%––
Verition Fund Management LLC4,892$357.0K0.01%––
Susquehanna International Group, LLP4,861$355.0K0.00%––
HBK Sorce Advisory LLC4,700$343.0K0.02%––
Shelton Capital Management4,672$341.0K0.01%––
swisspartners Ltd.4,600$337.0K0.27%––
Summit Global Investments4,499$329.0K0.02%––
Seven Eight Capital, LP5,350$326.0K0.07%––
Weld Capital Management LLC4,394$321.0K0.14%––
LS Investment Advisors, LLC4,361$319.0K0.02%––
Mirabella Financial Services LLP3,938$288.0K0.09%––
Amalgamated Bank3,803$278.0K0.01%––
Utah Retirement Systems3,800$278.0K0.00%––
Advisor OS, LLC3,809$277.0K0.06%––
Panagora Asset Management Inc3,706$271.0K0.00%––
Intercontinental Wealth Advisors, LLC3,628$265.0K0.06%––
Haverford Trust Co3,530$258.0K0.00%––
CIBC Asset Management Inc3,432$251.0K0.00%––
Commonwealth Equity Services, LLC3,340$244.0K0.00%––
Oppenheimer & Co Inc3,300$241.0K0.00%––
MAI Capital Management3,261$238.0K0.01%––
The PNC Financial Services Group, Inc.3,165$231.0K0.00%––
MML Investors Services, LLC2,995$219.0K0.00%––
Captrust Financial Advisors3,002$219.0K0.00%––
ARK Investment Management LLCSuperinvestorARK Invest3,002$219.0K0.00%––
Cetera Investment Advisers2,928$214.0K0.00%––
Bank Julius Baer & Co. Ltd, Zurich2,907$212.0K0.00%––
Kestra Advisory Services, LLC2,897$212.0K0.00%––
PEAK6 Investments LLC2,877$210.0K0.01%––
AlphaCrest Capital Management LLC2,799$204.0K0.01%––
World Asset Management Inc2,834$203.0K0.02%––
Aureus Asset Management, LLC2,772$202.0K0.02%––
Crewe Advisors LLC2,548$186.0K0.05%––
NewSquare Capital LLC2,535$185.0K0.02%––
Agf Investments Inc.2,418$177.0K0.00%––
Macquarie Group Ltd2,028$148.0K0.00%––
Geneos Wealth Management Inc.2,026$144.0K0.00%––
State of Wyoming1,678$123.0K0.20%––
Edmond de Rothschild Holding S.A.1,660$121.0K0.00%––
DekaBank Deutsche Girozentrale1,553$111.0K0.00%––
Migdal Insurance & Financial Holdings Ltd.1,500$108.0K0.00%––
Wolverine Asset Management LLC1,467$107.0K0.00%––
Spire Wealth Management1,428$104.0K0.00%––
Markston International LLC1,400$102.0K0.01%––
Graves-Light Private Wealth Management, Inc.1,309$96.0K0.02%––
Walleye Trading LLC1,171$86.0K0.00%––
Amundi Asset Management US, Inc.1,077$79.0K0.00%––
Eaton Vance Management1,022$75.0K0.00%––
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main1,000$73.0K0.00%––
Kistler-Tiffany Companies, LLC1,000$73.0K0.02%––
Wolff Wiese Magana LLC893$65.0K0.05%––
Heritage Wealth Management, LLC839$61.0K0.03%––
Benjamin F. Edwards & Company, Inc.783$57.0K0.00%––
Twin Tree Management, LP771$56.0K0.00%––
Toronto Dominion Bank640$47.0K0.00%––
Vestcor Inc609$44.0K0.00%––
FinTrust Capital Advisors, LLC600$44.0K0.01%––
Washington Trust Co500$37.0K0.00%––
Ameritas Investment Company, LLC448$32.7K0.00%––
Nisa Investment Advisors, LLC400$29.0K0.00%––
Evolution Wealth Advisors, LLC400$29.0K0.01%––
Cutler Group LP344$25.0K0.00%––
First Horizon Advisors, Inc.315$23.0K0.00%––
Gemmer Asset Management LLC310$23.0K0.00%––
Adirondack Trust Co250$18.0K0.01%––
Ci Investments Inc.240$18.0K0.00%––
Quadrant Capital Group LLC243$18.0K0.00%––
Harvest Fund Management Co., Ltd216$15.0K0.00%––
Steward Partners Investment Advisory, LLC197$14.4K0.00%––
Fifth Third Bancorp149$11.0K0.00%––
International Assets Investment Management, LLC185$11.0K0.00%––
Savior LLC135$10.0K0.01%––
TSFG, LLC130$9.00K0.00%––
CWM, LLC104$7.00K0.00%––
CVA Family Office, LLC97$7.00K0.00%––
Stuart Chaussee & Associates, Inc.88$6.00K0.00%––
O'Shaughnessy Asset Management, LLC75$5.00K0.00%––
Harbour Investments, Inc.48$4.00K0.00%––
Lenox Wealth Advisors, LLC51$4.00K0.00%––
Central Trust Co45$3.00K0.00%––