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, Q2 2021
Institutional positions in Interactive Brokers Group, Inc. as of Jun 30, 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
- 319
- 0 vs. Q1 2021
- Shares held
- 80.3M
- +1.14M (+1.4%) vs. Q1 2021
- Total value
- $5.28B
- −$503.6M (−8.7%) vs. Q1 2021
- New holders
- 46
- 134 more added
- Sold out
- 46
- 84 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,119 | $33.7B |
| Q1 2026 | 1,001 | $25.4B |
| Q4 2025 | 980 | $24.7B |
| Q3 2025 | 913 | $26.1B |
| Q2 2025 | 802 | $20.9B |
| Q1 2025 | 746 | $15.7B |
| Q4 2024 | 710 | $16.6B |
| Q3 2024 | 587 | $12.9B |
| Q2 2024 | 548 | $11.4B |
| Q1 2024 | 494 | $10.6B |
| Q4 2023 | 456 | $7.72B |
| Q3 2023 | 436 | $8.08B |
| Q2 2023 | 424 | $7.61B |
| Q1 2023 | 433 | $7.58B |
| Q4 2022 | 402 | $6.67B |
| Q3 2022 | 339 | $5.90B |
| Q2 2022 | 345 | $4.78B |
| Q1 2022 | 347 | $5.73B |
| Q4 2021 | 339 | $6.80B |
| Q3 2021 | 309 | $5.12B |
| Q2 2021 | 319 | $5.28B |
| Q1 2021 | 320 | $5.79B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8,752,100 | $575.3M | 1.42% | +358,129+4.3% | Added |
| Greenwich Wealth Management LLC | 7,518,444 | $494.2M | 42.17% | −1,261,729−14.4% | Reduced |
| BlackRock Inc. | 7,308,467 | $480.4M | 0.01% | +446,204+6.5% | Added |
| Vanguard Group Inc | 7,262,687 | $477.4M | 0.01% | +284,002+4.1% | Added |
| Bares Capital Management, Inc. | 5,097,799 | $335.1M | 5.96% | −342,156−6.3% | Reduced |
| Select Equity Group, L.P. | 4,312,129 | $283.4M | 0.97% | +1,942,287+82.0% | Added |
| Cantillon Capital Management LLC | 2,359,066 | $155.1M | 1.04% | −38,212−1.6% | Reduced |
| State Street Corp | 2,036,746 | $133.9M | 0.01% | +241,373+13.4% | Added |
| Jarislowsky, Fraser Ltd | 1,746,855 | $114.8M | 0.54% | +134,023+8.3% | Added |
| Ancient Art, L.P. | 1,735,593 | $114.1M | 10.88% | −52,380−2.9% | Reduced |
| Goldman Sachs Group Inc | 1,384,180 | $91.0M | 0.02% | +526,921+61.5% | Added |
| Marshall Wace, LLP | 1,347,923 | $88.6M | 0.47% | +679,700+101.7% | Added |
| Renaissance Technologies LLC | 1,085,658 | $71.4M | 0.09% | +449,458+70.6% | Added |
| Millennium Management LLC | 1,075,763 | $70.7M | 0.09% | +695,169+182.7% | Added |
| Geode Capital Management, LLC | 1,026,722 | $67.5M | 0.01% | +59,035+6.1% | Added |
| 1832 Asset Management L.P. | 1,003,972 | $66.3M | 0.13% | +165,333+19.7% | Added |
| Marshall Wace Asia Ltd | 994,993 | $65.4M | 1.38% | +581,424+140.6% | Added |
| Thunderbird Partners LLP | 889,268 | $58.5M | 5.25% | −262,489−22.8% | Reduced |
| Bronte Capital Management Pty Ltd. | 852,162 | $56.0M | 8.41% | −1,789−0.2% | Reduced |
| Wells Fargo & Company | 802,857 | $52.8M | 0.01% | −340,936−29.8% | Reduced |
| Antipodes Partners Ltd | 781,927 | $51.4M | 1.85% | −126,965−14.0% | Reduced |
| Bank of New York Mellon Corp | 765,714 | $50.3M | 0.01% | +16,797+2.2% | Added |
| Norges Bank | 700,041 | $46.0M | 0.01% | −32,685−4.5% | Reduced |
| Northern Trust Corp | 655,460 | $43.1M | 0.01% | +5,130+0.8% | Added |
| D. E. Shaw & Co., Inc. | 643,923 | $42.3M | 0.05% | +203,191+46.1% | Added |
| Citadel Advisors LLC | 626,798 | $41.2M | 0.04% | −183,680−22.7% | Reduced |
| Personal Capital Advisors Corp | 618,693 | $40.7M | 0.21% | +82,990+15.5% | Added |
| Bank of Montreal | 545,468 | $36.2M | 0.02% | +539,506+9,049.1% | Added |
| Ensign Peak Advisors, Inc | 547,012 | $36.0M | 0.07% | −25,988−4.5% | Reduced |
| Invesco Ltd. | 447,336 | $29.4M | 0.01% | +9,110+2.1% | Added |
| Charles Schwab Investment Management Inc | 438,963 | $28.9M | 0.01% | +19,687+4.7% | Added |
| Morgan Stanley | 409,013 | $26.9M | 0.00% | +246,151+151.1% | Added |
| Assenagon Asset Management S.A. | 399,659 | $26.3M | 0.11% | +342,015+593.3% | Added |
| Dimensional Fund Advisors LP | 376,370 | $24.7M | 0.01% | −113,499−23.2% | Reduced |
| Montrusco Bolton Investments Inc. | 373,803 | $24.6M | 0.74% | +373,803 | New |
| Los Angeles Capital Management LLC | 362,066 | $23.8M | 0.10% | +309,126+583.9% | Added |
| Royal Bank of Canada | 343,606 | $22.6M | 0.01% | +136,423+65.8% | Added |
| Balyasny Asset Management LLC | 331,577 | $21.8M | 0.12% | +331,577 | New |
| Natixis | 330,200 | $21.7M | 0.09% | +301,400+1,046.5% | Added |
| Park West Asset Management LLC | 316,081 | $20.8M | 0.61% | 00.0% | Unchanged |
| Barclays PLC | 306,617 | $20.2M | 0.02% | +39,943+15.0% | Added |
| Raymond James & Associates | 298,090 | $19.6M | 0.02% | +44,086+17.4% | Added |
| Principal Financial Group Inc | 281,117 | $18.5M | 0.01% | +3,919+1.4% | Added |
| Majedie Asset Management Ltd | 277,425 | $18.2M | 1.20% | +161,716+139.8% | Added |
| Owls Nest Partners IA, LLC | 272,800 | $17.9M | 8.26% | +42,500+18.5% | Added |
| Man Group plc | 267,423 | $17.6M | 0.06% | +136,261+103.9% | Added |
| Oakcliff Capital Partners, LP | 261,847 | $17.2M | 7.41% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 253,153 | $16.6M | 0.03% | +42,441+20.1% | Added |
| Stifel Financial Corp | 245,301 | $16.1M | 0.02% | +11,534+4.9% | Added |
| Ameriprise Financial Inc | 238,631 | $15.7M | 0.00% | −4,165−1.7% | Reduced |
| Nuveen Asset Management, LLC | 236,952 | $15.6M | 0.00% | +2,057+0.9% | Added |
| Jacobs Levy Equity Management, Inc | 230,523 | $15.2M | 0.10% | +86,163+59.7% | Added |
| Deutsche Bank AG | 228,490 | $15.0M | 0.01% | +134,266+142.5% | Added |
| Susquehanna International Group, LLP | 221,071 | $14.5M | 0.02% | +216,210+4,447.9% | Added |
| Cubist Systematic Strategies, LLC | 211,261 | $13.9M | 0.16% | +70,748+50.3% | Added |
| Rhumbline Advisers | 195,753 | $12.9M | 0.02% | +1,984+1.0% | Added |
| Marshall Wace North America L.P. | 195,197 | $12.8M | 0.05% | +106,970+121.2% | Added |
| California Public Employees Retirement System | 180,271 | $11.8M | 0.01% | +3,994+2.3% | Added |
| Swiss National Bank | 180,100 | $11.8M | 0.01% | +3,900+2.2% | Added |
| PenderFund Capital Management Ltd. | 134,000 | $10.9M | 2.56% | −5,600−4.0% | Reduced |
| Envestnet Asset Management Inc | 160,651 | $10.6M | 0.01% | +14,801+10.1% | Added |
| Putnam Investments LLC | 155,200 | $10.2M | 0.02% | −583,950−79.0% | Reduced |
| HSBC Holdings PLC | 153,480 | $10.1M | 0.01% | +21,904+16.6% | Added |
| Gabelli Funds LLC | 143,974 | $9.46M | 0.06% | −375−0.3% | Reduced |
| Boston Financial Mangement LLC | 143,642 | $9.44M | 0.38% | +2,580+1.8% | Added |
| American International Group, Inc. | 143,577 | $9.44M | 0.04% | −2,753−1.9% | Reduced |
| Brooktree Capital Management | 136,800 | $8.99M | 5.77% | +1,334+1.0% | Added |
| California State Teachers Retirement System | 136,641 | $8.98M | 0.01% | +9,011+7.1% | Added |
| JPMorgan Chase & Co | 131,837 | $8.66M | 0.00% | −59,574−31.1% | Reduced |
| UBS Asset Management Americas Inc | 126,329 | $8.30M | 0.00% | +15,643+14.1% | Added |
| Alliancebernstein L.P. | 124,223 | $8.16M | 0.00% | −340−0.3% | Reduced |
| Allianz Asset Management GmbH | 122,605 | $8.06M | 0.01% | +122,605 | New |
| Squarepoint Ops LLC | 119,047 | $7.83M | 0.06% | −44,136−27.0% | Reduced |
| Credit Suisse AG | 116,479 | $7.66M | 0.01% | −7,876−6.3% | Reduced |
| Bank of America Corp | 114,831 | $7.55M | 0.00% | +2,900+2.6% | Added |
| Legal & General Group Plc | 111,338 | $7.32M | 0.00% | −16,102−12.6% | Reduced |
| Russell Investments Group, Ltd. | 110,536 | $7.26M | 0.01% | −34,963−24.0% | Reduced |
| Retirement Systems of Alabama | 105,299 | $6.92M | 0.02% | −155−0.1% | Reduced |
| State Board of Administration of Florida Retirement System | 101,726 | $6.69M | 0.01% | +11,687+13.0% | Added |
| Federated Hermes, Inc. | 98,430 | $6.47M | 0.01% | +82,318+510.9% | Added |
| Van Den Berg Management I, Inc | 94,583 | $6.22M | 1.22% | −2,886−3.0% | Reduced |
| Jupiter Asset Management Ltd | 94,453 | $6.21M | 0.06% | +94,453 | New |
| Janney Montgomery Scott LLC | 90,755 | $5.96M | 0.03% | +4,317+5.0% | Added |
| New York State Common Retirement Fund | 90,000 | $5.92M | 0.01% | −20,593−18.6% | Reduced |
| Prana Capital Management, LP | 89,448 | $5.88M | 0.40% | +89,448 | New |
| Manufacturers Life Insurance Company, The | 88,462 | $5.82M | 0.00% | −2,140−2.4% | Reduced |
| Daiwa Securities Group Inc. | 86,111 | $5.66M | 0.04% | +22,800+36.0% | Added |
| Tudor Investment Corp Et Al | 82,709 | $5.44M | 0.11% | −16,707−16.8% | Reduced |
| Duality Advisers, LP | 81,779 | $5.38M | 0.48% | +70,628+633.4% | Added |
| TownSquare Capital, LLC | 81,219 | $5.24M | 0.17% | +15,091+22.8% | Added |
| Qube Research & Technologies Ltd | 79,546 | $5.23M | 0.07% | −25,405−24.2% | Reduced |
| Quantbot Technologies LP | 74,989 | $4.93M | 0.39% | +60,414+414.5% | Added |
| Parametric Portfolio Associates LLC | 74,116 | $4.87M | 0.00% | −14,260−16.1% | Reduced |
| Mutual of America Capital Management LLC | 71,363 | $4.69M | 0.05% | −1,659−2.3% | Reduced |
| Capstone Investment Advisors, LLC | 71,247 | $4.68M | 0.11% | +71,247 | New |
| SEI Investments Co | 70,138 | $4.61M | 0.01% | +10,157+16.9% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 67,074 | $4.41M | 0.34% | +45,000+203.9% | Added |
| Atria Investments LLC | 65,685 | $4.32M | 0.08% | +7,320+12.5% | Added |
| Amalgamated Bank | 63,505 | $4.17M | 0.03% | +59,702+1,569.9% | Added |
| Texas Permanent School Fund | 60,234 | $3.96M | 0.05% | −127−0.2% | Reduced |