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, 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 |
|---|---|---|---|---|---|
| Private Capital Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 11 | $1.00K | 0.00% | −21,946−99.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 13 | $1.00K | 0.00% | +4+44.4% | Added |
| Parkside Financial Bank & Trust | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 39 | $1.00K | 0.00% | +12+44.4% | Added |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | +5+83.3% | Added |
| Advisory Services Network, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Lake Point Wealth Management | 20 | $1.00K | 0.00% | +20 | New |
| Liberty Wealth Management LLC | 20 | $1.00K | 0.00% | +20 | New |
| Huntington National Bank | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Steward Partners Investment Advisory, LLC | 53 | $3.00K | 0.00% | −144−73.1% | Reduced |
| Harbour Investments, Inc. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 56 | $4.00K | 0.00% | +22+64.7% | Added |
| O'Shaughnessy Asset Management, LLC | 77 | $5.00K | 0.00% | +2+2.7% | Added |
| CWM, LLC | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 125 | $8.00K | 0.00% | +125 | New |
| Savior LLC | 135 | $9.00K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 149 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 184 | $12.0K | 0.00% | −59−24.3% | Reduced |
| First Manhattan Co | 250 | $16.0K | 0.00% | −6,000−96.0% | Reduced |
| Adirondack Trust Co | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 276 | $18.0K | 0.00% | +276 | New |
| Geneos Wealth Management Inc. | 300 | $19.0K | 0.00% | −1,726−85.2% | Reduced |
| First Horizon Advisors, Inc. | 316 | $20.0K | 0.00% | +1+0.3% | Added |
| Gemmer Asset Management LLC | 310 | $20.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 300 | $20.0K | 0.00% | +300 | New |
| Benjamin Edwards Inc | 309 | $20.0K | 0.01% | +309 | New |
| Ci Investments Inc. | 385 | $25.0K | 0.00% | +145+60.4% | Added |
| Central Trust Co | 385 | $25.0K | 0.00% | +340+755.6% | Added |
| Nisa Investment Advisors, LLC | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $39.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 609 | $40.0K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 640 | $42.0K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 796 | $51.2K | 0.01% | +796 | New |
| Wolff Wiese Magana LLC | 954 | $63.0K | 0.04% | +61+6.8% | Added |
| CVA Family Office, LLC | 982 | $65.0K | 0.02% | +885+912.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $65.7K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $66.0K | 0.02% | 00.0% | Unchanged |
| Amundi | 1,077 | $71.0K | 0.00% | +1,077 | New |
| Spire Wealth Management | 1,173 | $77.0K | 0.00% | −255−17.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $86.0K | 0.01% | 00.0% | Unchanged |
| Markston International LLC | 1,400 | $92.0K | 0.06% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,475 | $97.0K | 0.00% | −25−1.7% | Reduced |
| DekaBank Deutsche Girozentrale | 1,553 | $101.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,660 | $109.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,028 | $133.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,060 | $135.0K | 0.05% | +1,221+145.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,124 | $140.0K | 0.00% | +2,124 | New |
| Crewe Advisors LLC | 2,548 | $167.0K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2,535 | $167.0K | 0.02% | 00.0% | Unchanged |
| Eaton Vance Management | 2,819 | $186.0K | 0.00% | +1,797+175.8% | Added |
| Dark Forest Capital Management LP | 2,910 | $191.0K | 0.08% | +2,910 | New |
| Captrust Financial Advisors | 2,921 | $192.0K | 0.00% | −81−2.7% | Reduced |
| Kestra Advisory Services, LLC | 3,099 | $204.0K | 0.00% | +202+7.0% | Added |
| The PNC Financial Services Group, Inc. | 3,299 | $217.0K | 0.00% | +134+4.2% | Added |
| Boenning & Scattergood, Inc. | 3,300 | $217.0K | 0.04% | +3,300 | New |
| Leonteq Securities AG | 3,320 | $218.2K | 0.02% | +3,320 | New |
| MAI Capital Management | 3,373 | $222.0K | 0.00% | +112+3.4% | Added |
| Cetera Investment Advisers | 3,372 | $222.0K | 0.00% | +444+15.2% | Added |
| CIBC Asset Management Inc | 3,432 | $226.0K | 0.00% | 00.0% | Unchanged |
| Haverford Trust Co | 3,530 | $232.0K | 0.00% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 3,569 | $235.0K | 0.00% | +3,569 | New |
| Panagora Asset Management Inc | 3,658 | $240.0K | 0.00% | −48−1.3% | Reduced |
| MML Investors Services, LLC | 3,686 | $242.0K | 0.00% | +691+23.1% | Added |
| State of Wyoming | 3,675 | $242.0K | 0.15% | +1,997+119.0% | Added |
| Capula Management Ltd | 3,700 | $243.0K | 0.04% | +3,700 | New |
| Cutler Group LP | 3,734 | $245.0K | 0.02% | +3,390+985.5% | Added |
| Janus Henderson Group PLC | 3,834 | $252.0K | 0.00% | +3,834 | New |
| Fox Run Management, L.L.C. | 3,893 | $256.0K | 0.23% | +3,893 | New |
| Illinois Municipal Retirement Fund | 3,899 | $256.0K | 0.01% | +3,899 | New |
| Quantitative Investment Management, LLC | 4,057 | $266.0K | 0.02% | +4,057 | New |
| Utah Retirement Systems | 4,100 | $269.0K | 0.00% | +300+7.9% | Added |
| First Citizens Bank & Trust Co | 4,207 | $277.0K | 0.01% | −989−19.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 4,286 | $282.0K | 0.06% | +658+18.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 4,495 | $294.0K | 0.00% | −621,815−99.3% | Reduced |
| HBK Sorce Advisory LLC | 4,470 | $294.0K | 0.02% | −230−4.9% | Reduced |
| swisspartners Ltd. | 4,600 | $302.0K | 0.21% | 00.0% | Unchanged |
| Shelton Capital Management | 4,672 | $307.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,904 | $323.0K | 0.01% | −165−3.3% | Reduced |
| Occudo Quantitative Strategies LP | 5,072 | $333.0K | 0.05% | +5,072 | New |
| Pictet Asset Management Ltd | 5,400 | $355.0K | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 5,448 | $358.0K | 0.00% | +5,448 | New |
| XTX Topco Ltd | 5,588 | $367.0K | 0.12% | +5,588 | New |
| Maryland State Retirement & Pension System | 5,840 | $377.0K | 0.01% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,761 | $381.0K | 0.01% | +5,761 | New |
| FourThought Financial, LLC | 5,903 | $388.0K | 0.05% | −1,387−19.0% | Reduced |
| Boothbay Fund Management, LLC | 5,987 | $394.0K | 0.02% | +5,987 | New |
| Brown Advisory Inc | 6,103 | $401.0K | 0.00% | −142−2.3% | Reduced |