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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, 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.

Institutional holdersQ2 2021: 319 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 heldQ2 2021: $5.28B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q1 2021.

Institutions holding IBKR in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Bronte Capital Management Pty Ltd.852,162$56.0M8.41%−1,789−0.2%Reduced
Thunderbird Partners LLP889,268$58.5M5.25%−262,489−22.8%Reduced
Marshall Wace Asia Ltd994,993$65.4M1.38%+581,424+140.6%Added
1832 Asset Management L.P.1,003,972$66.3M0.13%+165,333+19.7%Added
Geode Capital Management, LLC1,026,722$67.5M0.01%+59,035+6.1%Added
Millennium Management LLC1,075,763$70.7M0.09%+695,169+182.7%Added
Renaissance Technologies LLC1,085,658$71.4M0.09%+449,458+70.6%Added
Marshall Wace, LLP1,347,923$88.6M0.47%+679,700+101.7%Added
Goldman Sachs Group Inc1,384,180$91.0M0.02%+526,921+61.5%Added
Ancient Art, L.P.1,735,593$114.1M10.88%−52,380−2.9%Reduced
Jarislowsky, Fraser Ltd1,746,855$114.8M0.54%+134,023+8.3%Added
State Street Corp2,036,746$133.9M0.01%+241,373+13.4%Added
Cantillon Capital Management LLC2,359,066$155.1M1.04%−38,212−1.6%Reduced
Select Equity Group, L.P.4,312,129$283.4M0.97%+1,942,287+82.0%Added
Bares Capital Management, Inc.5,097,799$335.1M5.96%−342,156−6.3%Reduced
Vanguard Group Inc7,262,687$477.4M0.01%+284,002+4.1%Added
BlackRock Inc.7,308,467$480.4M0.01%+446,204+6.5%Added
Greenwich Wealth Management LLC7,518,444$494.2M42.17%−1,261,729−14.4%Reduced
Kayne Anderson Rudnick Investment Management LLC8,752,100$575.3M1.42%+358,129+4.3%Added
Baillie Gifford & Co0$00.00%−4,113,068−100.0%Sold out
Samlyn Capital, LLC0$00.00%−1,513,192−100.0%Sold out
AXA S.A.0$00.00%−192,900−100.0%Sold out
Marvin & Palmer Associates Inc0$00.00%−104,230−100.0%Sold out
Bank of Nova Scotia0$00.00%−52,561−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−43,755−100.0%Sold out
Athanor Capital, LP0$00.00%−37,307−100.0%Sold out
Nomura Holdings Inc0$00.00%−34,300−100.0%Sold out
EAM Investors, LLC0$00.00%−29,852−100.0%Sold out
Mackenzie Financial Corp0$00.00%−23,928−100.0%Sold out
MUFG Securities EMEA plc0$00.00%−21,800−100.0%Sold out
Eagle Capital Management LLC0$00.00%−16,500−100.0%Sold out
AIA Group Ltd0$00.00%−12,682−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−12,147−100.0%Sold out
Virtu Financial LLC0$00.00%−9,178−100.0%Sold out
CIBC World Markets Corp0$00.00%−8,675−100.0%Sold out
AGF Investments LLC0$00.00%−8,682−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−8,269−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−8,150−100.0%Sold out
Tuttle Tactical Management0$00.00%−7,216−100.0%Sold out
FORA Capital, LLC0$00.00%−6,810−100.0%Sold out
HRT Financial LP0$00.00%−6,629−100.0%Sold out
GeoWealth Management, LLC0$00.00%−5,387−100.0%Sold out
Weld Capital Management LLC0$00.00%−4,394−100.0%Sold out
LS Investment Advisors, LLC0$00.00%−4,361−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−3,938−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−3,340−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−3,300−100.0%Sold out
ARK Investment Management LLCSuperinvestorARK Invest0$00.00%−3,002−100.0%Sold out
Bank Julius Baer & Co. Ltd, Zurich0$00.00%−2,907−100.0%Sold out
World Asset Management Inc0$00.00%−2,834−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−2,772−100.0%Sold out
Agf Investments Inc.0$00.00%−2,418−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−1,467−100.0%Sold out
Benjamin F. Edwards & Company, Inc.0$00.00%−783−100.0%Sold out
Twin Tree Management, LP0$00.00%−771−100.0%Sold out
Ameritas Investment Company, LLC0$00.00%−448−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−216−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−185−100.0%Sold out
TSFG, LLC0$00.00%−130−100.0%Sold out
Stuart Chaussee & Associates, Inc.0$00.00%−88−100.0%Sold out
Lenox Wealth Advisors, LLC0$00.00%−51−100.0%Sold out
RWM Asset Management, LLC0$00.00%−44−100.0%Sold out
Valeo Financial Advisors, LLC0$00.00%−27−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−34−100.0%Sold out
Sowell Financial Services LLC0$00.00%−10−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed