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 |
|---|---|---|---|---|---|
| Vident Investment Advisory, LLC | 6,134 | $403.0K | 0.01% | +454+8.0% | Added |
| Precision Wealth Strategies, LLC | 6,205 | $408.0K | 0.35% | +864+16.2% | Added |
| Advisor OS, LLC | 6,597 | $434.0K | 0.09% | +2,788+73.2% | Added |
| IndexIQ Advisors LLC | 6,850 | $450.0K | 0.02% | +53+0.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 6,883 | $452.0K | 0.00% | −3,890−36.1% | Reduced |
| Hyman Charles D | 7,158 | $470.0K | 0.03% | 00.0% | Unchanged |
| Sciencast Management LP | 7,231 | $471.0K | 0.10% | +7,231 | New |
| Yorktown Management & Research Co Inc | 7,250 | $477.0K | 0.37% | +7,250 | New |
| Securian Asset Management, Inc | 7,428 | $488.0K | 0.01% | −134−1.8% | Reduced |
| Tower Research Capital LLC (TRC) | 7,653 | $503.0K | 0.01% | −554−6.8% | Reduced |
| Wellington Management Group LLP | 7,780 | $511.0K | 0.00% | +7,780 | New |
| Gyon Technologies Capital Management, LP | 7,807 | $513.0K | 0.17% | +7,807 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,066 | $530.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 8,141 | $536.0K | 0.01% | −44,384−84.5% | Reduced |
| ETF Managers Group, LLC | 8,224 | $545.0K | 0.01% | +8,224 | New |
| Walleye Trading LLC | 8,492 | $558.0K | 0.01% | +7,321+625.2% | Added |
| Capital Asset Advisory Services LLC | 8,565 | $563.0K | 0.06% | +1,122+15.1% | Added |
| Banco Santander, S.A. | 8,748 | $575.0K | 0.00% | +3,045+53.4% | Added |
| Cipher Capital LP | 9,076 | $597.0K | 0.33% | −14,056−60.8% | Reduced |
| Crossmark Global Holdings, Inc. | 9,290 | $611.0K | 0.01% | +150+1.6% | Added |
| Xponance, Inc. | 9,408 | $618.0K | 0.01% | +956+11.3% | Added |
| State of Wisconsin Investment Board | 9,593 | $631.0K | 0.00% | +291+3.1% | Added |
| PEAK6 Investments LLC | 9,635 | $633.0K | 0.02% | +6,758+234.9% | Added |
| Teacher Retirement System of Texas | 9,727 | $639.0K | 0.00% | +1,510+18.4% | Added |
| Prudential Financial Inc | 9,820 | $646.0K | 0.00% | −2,455−20.0% | Reduced |
| Neo Ivy Capital Management | 9,867 | $649.0K | 0.65% | +1,118+12.8% | Added |
| K.J. Harrison & Partners Inc | 10,000 | $658.0K | 0.09% | +10,000 | New |
| LVW Advisors, LLC | 10,051 | $661.0K | 0.12% | −488−4.6% | Reduced |
| Wealthsource Partners, LLC | 10,278 | $676.0K | 0.06% | +4,254+70.6% | Added |
| Public Employees Retirement Association of Colorado | 10,765 | $708.0K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 10,855 | $713.0K | 0.00% | +176+1.6% | Added |
| Quantamental Technologies LLC | 10,850 | $713.0K | 0.63% | +10,850 | New |
| Gamco Investors, Inc. Et Al | 11,025 | $725.0K | 0.01% | −125−1.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,437 | $752.0K | 0.01% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 11,711 | $770.0K | 0.03% | +3,055+35.3% | Added |
| Paloma Partners Management Co | 11,872 | $780.0K | 0.02% | −21,731−64.7% | Reduced |
| State of Alaska, Department of Revenue | 12,529 | $823.0K | 0.01% | −129−1.0% | Reduced |
| Pacer Advisors, Inc. | 12,824 | $843.0K | 0.01% | +4,210+48.9% | Added |
| ProShare Advisors LLC | 12,997 | $854.0K | 0.00% | +102+0.8% | Added |
| Credential Qtrade Securities Inc. | 13,025 | $856.1K | 0.07% | −386−2.9% | Reduced |
| BIT Capital GmbH | 13,200 | $867.6K | 0.05% | +13,200 | New |
| Seven Eight Capital, LP | 13,248 | $871.0K | 0.12% | +7,898+147.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 13,461 | $885.0K | 0.02% | −15−0.1% | Reduced |
| Voya Investment Management LLC | 13,528 | $889.0K | 0.00% | +2,770+25.7% | Added |
| FDx Advisors, Inc. | 13,543 | $890.0K | 0.03% | +1,972+17.0% | Added |
| NewEdge Wealth, LLC | 14,841 | $976.0K | 0.07% | +485+3.4% | Added |
| Metropolitan Life Insurance Co | 15,261 | $1.00M | 0.01% | +133+0.9% | Added |
| Baker Tilly Wealth Management, LLC | 15,604 | $1.03M | 0.17% | +2,203+16.4% | Added |
| Campbell & CO Investment Adviser LLC | 16,300 | $1.07M | 0.46% | +16,300 | New |
| New Mexico Educational Retirement Board | 16,760 | $1.10M | 0.04% | +2,900+20.9% | Added |
| Uncommon Cents Investing LLC | 17,325 | $1.14M | 0.46% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 17,900 | $1.18M | 0.01% | 00.0% | Unchanged |
| Polianta Ltd | 18,100 | $1.19M | 0.62% | +18,100 | New |
| Twinbeech Capital LP | 18,100 | $1.19M | 0.14% | +150+0.8% | Added |
| SG Americas Securities, LLC | 18,267 | $1.20M | 0.01% | +4,824+35.9% | Added |
| SkyView Investment Advisors, LLC | 16,545 | $1.21M | 0.56% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 18,900 | $1.24M | 0.12% | −14,064−42.7% | Reduced |
| DuPont Capital Management Corp | 19,039 | $1.25M | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 19,143 | $1.26M | 0.48% | +1,429+8.1% | Added |
| Quadrature Capital Ltd | 19,822 | $1.30M | 0.05% | +19,822 | New |
| State of Michigan Retirement System | 20,334 | $1.34M | 0.01% | −9,600−32.1% | Reduced |
| Pin Oak Investment Advisors Inc | 20,455 | $1.34M | 1.37% | −350−1.7% | Reduced |
| Lee Capital Holdings LLC | 20,795 | $1.37M | 0.69% | +20,795 | New |
| Trexquant Investment LP | 20,872 | $1.37M | 0.12% | +5,612+36.8% | Added |
| HighTower Advisors, LLC | 20,919 | $1.37M | 0.00% | −107−0.5% | Reduced |
| Louisiana State Employees Retirement System | 21,000 | $1.38M | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 21,087 | $1.39M | 0.16% | +12,868+156.6% | Added |
| Thrivent Financial for Lutherans | 21,456 | $1.41M | 0.00% | −23−0.1% | Reduced |
| Ameritas Investment Partners, Inc. | 21,846 | $1.44M | 0.05% | −358−1.6% | Reduced |
| Arizona State Retirement System | 22,206 | $1.46M | 0.01% | −253−1.1% | Reduced |
| Engineers Gate Manager LP | 22,234 | $1.46M | 0.09% | −4,456−16.7% | Reduced |
| Magnetar Financial LLC | 22,224 | $1.46M | 0.01% | +22,224 | New |
| Summit Global Investments | 22,795 | $1.50M | 0.09% | +18,296+406.7% | Added |
| Federation des caisses Desjardins du Quebec | 23,019 | $1.51M | 0.02% | −34,977−60.3% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 24,050 | $1.58M | 0.18% | −950−3.8% | Reduced |
| Brown Brothers Harriman & Co | 24,089 | $1.58M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 24,569 | $1.61M | 0.00% | +809+3.4% | Added |
| M&T Bank Corp | 24,847 | $1.63M | 0.01% | −3,342−11.9% | Reduced |
| APG Asset Management N.V. | 29,800 | $1.65M | 0.00% | −600−2.0% | Reduced |
| Simplex Trading, LLC | 26,393 | $1.73M | 0.06% | +15,808+149.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,926 | $1.77M | 0.02% | −28−0.1% | Reduced |
| FMR LLC | 27,042 | $1.78M | 0.00% | +17,152+173.4% | Added |
| Oregon Public Employees Retirement Fund | 27,587 | $1.81M | 0.02% | +1,380+5.3% | Added |
| Treasurer of the State of North Carolina | 27,943 | $1.84M | 0.01% | +1,040+3.9% | Added |
| Verition Fund Management LLC | 27,967 | $1.84M | 0.03% | +23,075+471.7% | Added |
| Cumberland Partners Ltd | 28,500 | $1.87M | 0.15% | −2,500−8.1% | Reduced |
| Palouse Capital Management, Inc. | 28,902 | $1.90M | 0.83% | +28,902 | New |
| Price T Rowe Associates Inc | 28,964 | $1.90M | 0.00% | −461−1.6% | Reduced |
| Advisor Group Holdings, Inc. | 29,572 | $1.94M | 0.00% | +2,592+9.6% | Added |
| Prelude Capital Management, LLC | 29,686 | $1.95M | 0.11% | −5,292−15.1% | Reduced |
| Guggenheim Capital LLC | 30,781 | $2.02M | 0.01% | +19,145+164.5% | Added |
| Zacks Investment Management | 32,890 | $2.16M | 0.03% | +1,595+5.1% | Added |
| TD Private Client Wealth LLC | 33,233 | $2.18M | 0.09% | +911+2.8% | Added |
| Bridges Investment Management Inc | 33,800 | $2.22M | 0.07% | 00.0% | Unchanged |
| Winton Group Ltd | 34,986 | $2.30M | 0.12% | +5,041+16.8% | Added |
| Citigroup Inc | 35,475 | $2.33M | 0.00% | −6,576−15.6% | Reduced |
| ExodusPoint Capital Management, LP | 35,832 | $2.35M | 0.04% | −64,424−64.3% | Reduced |
| Handelsbanken Fonder AB | 35,890 | $2.36M | 0.01% | +14,980+71.6% | Added |
| AlphaCrest Capital Management LLC | 37,616 | $2.47M | 0.11% | +34,817+1,243.9% | Added |
| Jump Financial, LLC | 37,900 | $2.49M | 0.24% | +37,900 | New |