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 |
|---|---|---|---|---|---|
| US Bancorp | 39,698 | $2.61M | 0.00% | −1,059−2.6% | Reduced |
| MetLife Investment Management | 40,387 | $2.65M | 0.02% | −1,346−3.2% | Reduced |
| New York State Teachers Retirement System | 41,021 | $2.70M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 44,771 | $2.73M | 0.02% | −669−1.5% | Reduced |
| AWH Capital, L.P. | 42,000 | $2.76M | 2.52% | 00.0% | Unchanged |
| Great West Life Assurance Co | 42,390 | $2.78M | 0.01% | +8,768+26.1% | Added |
| Jane Street Group, LLC | 43,803 | $2.88M | 0.01% | +8,657+24.6% | Added |
| Diametric Capital, LP | 44,833 | $2.95M | 2.13% | −8,186−15.4% | Reduced |
| Truist Financial Corp | 45,181 | $2.97M | 0.00% | +4,843+12.0% | Added |
| Marks Group Wealth Management, Inc | 45,377 | $2.98M | 0.41% | +1,600+3.7% | Added |
| Rafferty Asset Management, LLC | 45,465 | $2.99M | 0.02% | +8,506+23.0% | Added |
| State of New Jersey Common Pension Fund D | 46,044 | $3.03M | 0.01% | −4,636−9.1% | Reduced |
| Public Employees Retirement System of Ohio | 46,118 | $3.03M | 0.01% | +7,049+18.0% | Added |
| Harbor Advisors LLC | 49,558 | $3.26M | 0.64% | 00.0% | Unchanged |
| UBS Group AG | 50,009 | $3.29M | 0.00% | +7,916+18.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 54,230 | $3.56M | 0.01% | +778+1.5% | Added |
| State of Tennessee, Treasury Department | 56,723 | $3.73M | 0.01% | −40,000−41.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 58,120 | $3.82M | 0.27% | +4,803+9.0% | Added |
| Victory Capital Management Inc | 59,373 | $3.90M | 0.00% | −1,578−2.6% | Reduced |
| Texas Permanent School Fund | 60,234 | $3.96M | 0.05% | −127−0.2% | Reduced |
| Amalgamated Bank | 63,505 | $4.17M | 0.03% | +59,702+1,569.9% | Added |
| Atria Investments LLC | 65,685 | $4.32M | 0.08% | +7,320+12.5% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 67,074 | $4.41M | 0.34% | +45,000+203.9% | Added |
| SEI Investments Co | 70,138 | $4.61M | 0.01% | +10,157+16.9% | Added |
| Capstone Investment Advisors, LLC | 71,247 | $4.68M | 0.11% | +71,247 | New |
| Mutual of America Capital Management LLC | 71,363 | $4.69M | 0.05% | −1,659−2.3% | Reduced |
| Parametric Portfolio Associates LLC | 74,116 | $4.87M | 0.00% | −14,260−16.1% | Reduced |
| Quantbot Technologies LP | 74,989 | $4.93M | 0.39% | +60,414+414.5% | Added |
| Qube Research & Technologies Ltd | 79,546 | $5.23M | 0.07% | −25,405−24.2% | Reduced |
| TownSquare Capital, LLC | 81,219 | $5.24M | 0.17% | +15,091+22.8% | Added |
| Duality Advisers, LP | 81,779 | $5.38M | 0.48% | +70,628+633.4% | Added |
| Tudor Investment Corp Et Al | 82,709 | $5.44M | 0.11% | −16,707−16.8% | Reduced |
| Daiwa Securities Group Inc. | 86,111 | $5.66M | 0.04% | +22,800+36.0% | Added |
| Manufacturers Life Insurance Company, The | 88,462 | $5.82M | 0.00% | −2,140−2.4% | Reduced |
| Prana Capital Management, LP | 89,448 | $5.88M | 0.40% | +89,448 | New |
| New York State Common Retirement Fund | 90,000 | $5.92M | 0.01% | −20,593−18.6% | Reduced |
| Janney Montgomery Scott LLC | 90,755 | $5.96M | 0.03% | +4,317+5.0% | Added |
| Jupiter Asset Management Ltd | 94,453 | $6.21M | 0.06% | +94,453 | New |
| Van Den Berg Management I, Inc | 94,583 | $6.22M | 1.22% | −2,886−3.0% | Reduced |
| Federated Hermes, Inc. | 98,430 | $6.47M | 0.01% | +82,318+510.9% | Added |
| State Board of Administration of Florida Retirement System | 101,726 | $6.69M | 0.01% | +11,687+13.0% | Added |
| Retirement Systems of Alabama | 105,299 | $6.92M | 0.02% | −155−0.1% | Reduced |
| Russell Investments Group, Ltd. | 110,536 | $7.26M | 0.01% | −34,963−24.0% | Reduced |
| Legal & General Group Plc | 111,338 | $7.32M | 0.00% | −16,102−12.6% | Reduced |
| Bank of America Corp | 114,831 | $7.55M | 0.00% | +2,900+2.6% | Added |
| Credit Suisse AG | 116,479 | $7.66M | 0.01% | −7,876−6.3% | Reduced |
| Squarepoint Ops LLC | 119,047 | $7.83M | 0.06% | −44,136−27.0% | Reduced |
| Allianz Asset Management GmbH | 122,605 | $8.06M | 0.01% | +122,605 | New |
| Alliancebernstein L.P. | 124,223 | $8.16M | 0.00% | −340−0.3% | Reduced |
| UBS Asset Management Americas Inc | 126,329 | $8.30M | 0.00% | +15,643+14.1% | Added |
| JPMorgan Chase & Co | 131,837 | $8.66M | 0.00% | −59,574−31.1% | Reduced |
| California State Teachers Retirement System | 136,641 | $8.98M | 0.01% | +9,011+7.1% | Added |
| Brooktree Capital Management | 136,800 | $8.99M | 5.77% | +1,334+1.0% | Added |
| American International Group, Inc. | 143,577 | $9.44M | 0.04% | −2,753−1.9% | Reduced |
| Boston Financial Mangement LLC | 143,642 | $9.44M | 0.38% | +2,580+1.8% | Added |
| Gabelli Funds LLC | 143,974 | $9.46M | 0.06% | −375−0.3% | Reduced |
| HSBC Holdings PLC | 153,480 | $10.1M | 0.01% | +21,904+16.6% | Added |
| Putnam Investments LLC | 155,200 | $10.2M | 0.02% | −583,950−79.0% | Reduced |
| Envestnet Asset Management Inc | 160,651 | $10.6M | 0.01% | +14,801+10.1% | Added |
| PenderFund Capital Management Ltd. | 134,000 | $10.9M | 2.56% | −5,600−4.0% | Reduced |
| Swiss National Bank | 180,100 | $11.8M | 0.01% | +3,900+2.2% | Added |
| California Public Employees Retirement System | 180,271 | $11.8M | 0.01% | +3,994+2.3% | Added |
| Marshall Wace North America L.P. | 195,197 | $12.8M | 0.05% | +106,970+121.2% | Added |
| Rhumbline Advisers | 195,753 | $12.9M | 0.02% | +1,984+1.0% | Added |
| Cubist Systematic Strategies, LLC | 211,261 | $13.9M | 0.16% | +70,748+50.3% | Added |
| Susquehanna International Group, LLP | 221,071 | $14.5M | 0.02% | +216,210+4,447.9% | Added |
| Deutsche Bank AG | 228,490 | $15.0M | 0.01% | +134,266+142.5% | Added |
| Jacobs Levy Equity Management, Inc | 230,523 | $15.2M | 0.10% | +86,163+59.7% | Added |
| Nuveen Asset Management, LLC | 236,952 | $15.6M | 0.00% | +2,057+0.9% | Added |
| Ameriprise Financial Inc | 238,631 | $15.7M | 0.00% | −4,165−1.7% | Reduced |
| Stifel Financial Corp | 245,301 | $16.1M | 0.02% | +11,534+4.9% | Added |
| BNP Paribas Arbitrage, SA | 253,153 | $16.6M | 0.03% | +42,441+20.1% | Added |
| Oakcliff Capital Partners, LP | 261,847 | $17.2M | 7.41% | 00.0% | Unchanged |
| Man Group plc | 267,423 | $17.6M | 0.06% | +136,261+103.9% | Added |
| Owls Nest Partners IA, LLC | 272,800 | $17.9M | 8.26% | +42,500+18.5% | Added |
| Majedie Asset Management Ltd | 277,425 | $18.2M | 1.20% | +161,716+139.8% | Added |
| Principal Financial Group Inc | 281,117 | $18.5M | 0.01% | +3,919+1.4% | Added |
| Raymond James & Associates | 298,090 | $19.6M | 0.02% | +44,086+17.4% | Added |
| Barclays PLC | 306,617 | $20.2M | 0.02% | +39,943+15.0% | Added |
| Park West Asset Management LLC | 316,081 | $20.8M | 0.61% | 00.0% | Unchanged |
| Natixis | 330,200 | $21.7M | 0.09% | +301,400+1,046.5% | Added |
| Balyasny Asset Management LLC | 331,577 | $21.8M | 0.12% | +331,577 | New |
| Royal Bank of Canada | 343,606 | $22.6M | 0.01% | +136,423+65.8% | Added |
| Los Angeles Capital Management LLC | 362,066 | $23.8M | 0.10% | +309,126+583.9% | Added |
| Montrusco Bolton Investments Inc. | 373,803 | $24.6M | 0.74% | +373,803 | New |
| Dimensional Fund Advisors LP | 376,370 | $24.7M | 0.01% | −113,499−23.2% | Reduced |
| Assenagon Asset Management S.A. | 399,659 | $26.3M | 0.11% | +342,015+593.3% | Added |
| Morgan Stanley | 409,013 | $26.9M | 0.00% | +246,151+151.1% | Added |
| Charles Schwab Investment Management Inc | 438,963 | $28.9M | 0.01% | +19,687+4.7% | Added |
| Invesco Ltd. | 447,336 | $29.4M | 0.01% | +9,110+2.1% | Added |
| Ensign Peak Advisors, Inc | 547,012 | $36.0M | 0.07% | −25,988−4.5% | Reduced |
| Bank of Montreal | 545,468 | $36.2M | 0.02% | +539,506+9,049.1% | Added |
| Personal Capital Advisors Corp | 618,693 | $40.7M | 0.21% | +82,990+15.5% | Added |
| Citadel Advisors LLC | 626,798 | $41.2M | 0.04% | −183,680−22.7% | Reduced |
| D. E. Shaw & Co., Inc. | 643,923 | $42.3M | 0.05% | +203,191+46.1% | Added |
| Northern Trust Corp | 655,460 | $43.1M | 0.01% | +5,130+0.8% | Added |
| Norges Bank | 700,041 | $46.0M | 0.01% | −32,685−4.5% | Reduced |
| Bank of New York Mellon Corp | 765,714 | $50.3M | 0.01% | +16,797+2.2% | Added |
| Antipodes Partners Ltd | 781,927 | $51.4M | 1.85% | −126,965−14.0% | Reduced |
| Wells Fargo & Company | 802,857 | $52.8M | 0.01% | −340,936−29.8% | Reduced |