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 |
|---|---|---|---|---|---|
| Cipher Capital LP | 9,076 | $597.0K | 0.33% | −14,056−60.8% | Reduced |
| Banco Santander, S.A. | 8,748 | $575.0K | 0.00% | +3,045+53.4% | Added |
| Capital Asset Advisory Services LLC | 8,565 | $563.0K | 0.06% | +1,122+15.1% | Added |
| Walleye Trading LLC | 8,492 | $558.0K | 0.01% | +7,321+625.2% | Added |
| ETF Managers Group, LLC | 8,224 | $545.0K | 0.01% | +8,224 | New |
| Martingale Asset Management L P | 8,141 | $536.0K | 0.01% | −44,384−84.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,066 | $530.0K | 0.00% | 00.0% | Unchanged |
| Gyon Technologies Capital Management, LP | 7,807 | $513.0K | 0.17% | +7,807 | New |
| Wellington Management Group LLP | 7,780 | $511.0K | 0.00% | +7,780 | New |
| Tower Research Capital LLC (TRC) | 7,653 | $503.0K | 0.01% | −554−6.8% | Reduced |
| Securian Asset Management, Inc | 7,428 | $488.0K | 0.01% | −134−1.8% | Reduced |
| Yorktown Management & Research Co Inc | 7,250 | $477.0K | 0.37% | +7,250 | New |
| Sciencast Management LP | 7,231 | $471.0K | 0.10% | +7,231 | New |
| Hyman Charles D | 7,158 | $470.0K | 0.03% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 6,883 | $452.0K | 0.00% | −3,890−36.1% | Reduced |
| IndexIQ Advisors LLC | 6,850 | $450.0K | 0.02% | +53+0.8% | Added |
| Advisor OS, LLC | 6,597 | $434.0K | 0.09% | +2,788+73.2% | Added |
| Precision Wealth Strategies, LLC | 6,205 | $408.0K | 0.35% | +864+16.2% | Added |
| Vident Investment Advisory, LLC | 6,134 | $403.0K | 0.01% | +454+8.0% | Added |
| Brown Advisory Inc | 6,103 | $401.0K | 0.00% | −142−2.3% | Reduced |
| Boothbay Fund Management, LLC | 5,987 | $394.0K | 0.02% | +5,987 | New |
| FourThought Financial, LLC | 5,903 | $388.0K | 0.05% | −1,387−19.0% | Reduced |
| Wolverine Trading, LLC | 5,761 | $381.0K | 0.01% | +5,761 | New |
| Maryland State Retirement & Pension System | 5,840 | $377.0K | 0.01% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,588 | $367.0K | 0.12% | +5,588 | New |
| Public Sector Pension Investment Board | 5,448 | $358.0K | 0.00% | +5,448 | New |
| Pictet Asset Management Ltd | 5,400 | $355.0K | 0.00% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 5,072 | $333.0K | 0.05% | +5,072 | New |
| Profund Advisors LLC | 4,904 | $323.0K | 0.01% | −165−3.3% | Reduced |
| Shelton Capital Management | 4,672 | $307.0K | 0.01% | 00.0% | Unchanged |
| swisspartners Ltd. | 4,600 | $302.0K | 0.21% | 00.0% | Unchanged |
| 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 |
| Intercontinental Wealth Advisors, LLC | 4,286 | $282.0K | 0.06% | +658+18.1% | Added |
| First Citizens Bank & Trust Co | 4,207 | $277.0K | 0.01% | −989−19.0% | Reduced |
| Utah Retirement Systems | 4,100 | $269.0K | 0.00% | +300+7.9% | Added |
| Quantitative Investment Management, LLC | 4,057 | $266.0K | 0.02% | +4,057 | 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 |
| Janus Henderson Group PLC | 3,834 | $252.0K | 0.00% | +3,834 | New |
| Cutler Group LP | 3,734 | $245.0K | 0.02% | +3,390+985.5% | Added |
| Capula Management Ltd | 3,700 | $243.0K | 0.04% | +3,700 | New |
| 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 |
| Panagora Asset Management Inc | 3,658 | $240.0K | 0.00% | −48−1.3% | Reduced |
| Voloridge Investment Management, LLC | 3,569 | $235.0K | 0.00% | +3,569 | New |
| Haverford Trust Co | 3,530 | $232.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,432 | $226.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Leonteq Securities AG | 3,320 | $218.2K | 0.02% | +3,320 | New |
| 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 |
| Kestra Advisory Services, LLC | 3,099 | $204.0K | 0.00% | +202+7.0% | Added |
| Captrust Financial Advisors | 2,921 | $192.0K | 0.00% | −81−2.7% | Reduced |
| Dark Forest Capital Management LP | 2,910 | $191.0K | 0.08% | +2,910 | New |
| Eaton Vance Management | 2,819 | $186.0K | 0.00% | +1,797+175.8% | Added |
| Crewe Advisors LLC | 2,548 | $167.0K | 0.04% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2,535 | $167.0K | 0.02% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 2,124 | $140.0K | 0.00% | +2,124 | New |
| Heritage Wealth Management, LLC | 2,060 | $135.0K | 0.05% | +1,221+145.5% | Added |
| Macquarie Group Ltd | 2,028 | $133.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,660 | $109.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,553 | $101.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,475 | $97.0K | 0.00% | −25−1.7% | Reduced |
| Markston International LLC | 1,400 | $92.0K | 0.06% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $86.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,173 | $77.0K | 0.00% | −255−17.9% | Reduced |
| Amundi | 1,077 | $71.0K | 0.00% | +1,077 | New |
| Kistler-Tiffany Companies, LLC | 1,000 | $66.0K | 0.02% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $65.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 982 | $65.0K | 0.02% | +885+912.4% | Added |
| Wolff Wiese Magana LLC | 954 | $63.0K | 0.04% | +61+6.8% | Added |
| Exane Derivatives | 796 | $51.2K | 0.01% | +796 | New |
| Toronto Dominion Bank | 640 | $42.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 609 | $40.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $39.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 500 | $33.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 400 | $26.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 385 | $25.0K | 0.00% | +145+60.4% | Added |
| Central Trust Co | 385 | $25.0K | 0.00% | +340+755.6% | Added |
| 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 |
| Geneos Wealth Management Inc. | 300 | $19.0K | 0.00% | −1,726−85.2% | Reduced |
| Paragon Wealth Strategies, LLC | 276 | $18.0K | 0.00% | +276 | New |
| First Manhattan Co | 250 | $16.0K | 0.00% | −6,000−96.0% | Reduced |
| Adirondack Trust Co | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 184 | $12.0K | 0.00% | −59−24.3% | Reduced |
| Fifth Third Bancorp | 149 | $10.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 135 | $9.00K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 125 | $8.00K | 0.00% | +125 | New |
| CWM, LLC | 104 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 77 | $5.00K | 0.00% | +2+2.7% | Added |
| Meeder Asset Management Inc | 56 | $4.00K | 0.00% | +22+64.7% | Added |
| 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 |