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 3 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, Q3 2021
Institutional positions in Interactive Brokers Group, Inc. as of Sep 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
- 309
- −7 vs. Q2 2021
- Shares held
- 82.1M
- +1.76M (+2.2%) vs. Q2 2021
- Total value
- $5.12B
- −$158.7M (−3.0%) vs. Q2 2021
- New holders
- 42
- 135 more added
- Sold out
- 49
- 76 more reduced
3 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8,704,994 | $542.7M | 1.32% | −47,106−0.5% | Reduced |
| Greenwich Wealth Management LLC | 8,145,983 | $507.8M | 42.27% | +627,539+8.3% | Added |
| Vanguard Group Inc | 7,803,498 | $486.5M | 0.01% | +540,811+7.4% | Added |
| BlackRock Inc. | 7,554,979 | $471.0M | 0.01% | +246,512+3.4% | Added |
| Select Equity Group, L.P. | 5,796,473 | $361.4M | 1.21% | +1,484,344+34.4% | Added |
| Bares Capital Management, Inc. | 5,189,194 | $323.5M | 5.80% | +91,395+1.8% | Added |
| Cantillon Capital Management LLC | 2,325,818 | $145.0M | 0.99% | −33,248−1.4% | Reduced |
| Jarislowsky, Fraser Ltd | 2,192,743 | $136.7M | 0.67% | +445,888+25.5% | Added |
| State Street Corp | 2,145,376 | $133.7M | 0.01% | +108,630+5.3% | Added |
| Ancient Art, L.P. | 1,735,593 | $108.2M | 11.64% | 00.0% | Unchanged |
| Marshall Wace, LLP | 1,733,841 | $108.1M | 0.54% | +385,918+28.6% | Added |
| Marshall Wace Asia Ltd | 1,627,635 | $101.5M | 2.40% | +632,642+63.6% | Added |
| 1832 Asset Management L.P. | 1,029,120 | $67.0M | 0.13% | +25,148+2.5% | Added |
| Geode Capital Management, LLC | 1,067,362 | $66.5M | 0.01% | +40,640+4.0% | Added |
| Montrusco Bolton Investments Inc. | 925,812 | $57.7M | 1.57% | +552,009+147.7% | Added |
| Thunderbird Partners LLP | 912,676 | $56.9M | 6.82% | +23,408+2.6% | Added |
| Goldman Sachs Group Inc | 878,573 | $54.8M | 0.01% | −505,607−36.5% | Reduced |
| Bronte Capital Management Pty Ltd. | 868,725 | $54.2M | 7.81% | +16,563+1.9% | Added |
| Wells Fargo & Company | 820,076 | $51.1M | 0.01% | +17,219+2.1% | Added |
| Bank of New York Mellon Corp | 812,407 | $50.6M | 0.01% | +46,693+6.1% | Added |
| Antipodes Partners Ltd | 809,159 | $50.4M | 1.72% | +27,232+3.5% | Added |
| D. E. Shaw & Co., Inc. | 796,119 | $49.6M | 0.06% | +152,196+23.6% | Added |
| Norges Bank | 757,661 | $47.2M | 0.01% | +57,620+8.2% | Added |
| Citadel Advisors LLC | 697,743 | $43.5M | 0.05% | +70,945+11.3% | Added |
| Northern Trust Corp | 675,385 | $42.1M | 0.01% | +19,925+3.0% | Added |
| Personal Capital Advisors Corp | 662,987 | $41.3M | 0.21% | +44,294+7.2% | Added |
| Millennium Management LLC | 609,027 | $38.0M | 0.05% | −466,736−43.4% | Reduced |
| Ensign Peak Advisors, Inc | 568,017 | $35.4M | 0.07% | +21,005+3.8% | Added |
| Renaissance Technologies LLC | 528,300 | $32.9M | 0.04% | −557,358−51.3% | Reduced |
| Charles Schwab Investment Management Inc | 488,347 | $30.4M | 0.01% | +49,384+11.3% | Added |
| Owls Nest Partners IA, LLC | 365,777 | $22.8M | 9.55% | +92,977+34.1% | Added |
| Dimensional Fund Advisors LP | 363,016 | $22.6M | 0.01% | −13,354−3.5% | Reduced |
| Los Angeles Capital Management LLC | 346,296 | $21.6M | 0.10% | −15,770−4.4% | Reduced |
| Majedie Asset Management Ltd | 336,763 | $21.0M | 1.59% | +59,338+21.4% | Added |
| Raymond James & Associates | 322,854 | $20.1M | 0.02% | +24,764+8.3% | Added |
| Park West Asset Management LLC | 316,081 | $19.7M | 0.56% | 00.0% | Unchanged |
| Barclays PLC | 305,992 | $19.1M | 0.01% | −625−0.2% | Reduced |
| Principal Financial Group Inc | 301,405 | $18.8M | 0.01% | +20,288+7.2% | Added |
| Bank of Montreal | 271,935 | $17.7M | 0.01% | −273,533−50.1% | Reduced |
| Oakcliff Capital Partners, LP | 261,847 | $16.3M | 7.23% | 00.0% | Unchanged |
| Man Group plc | 254,904 | $15.9M | 0.06% | −12,519−4.7% | Reduced |
| Stifel Financial Corp | 253,172 | $15.8M | 0.02% | +7,871+3.2% | Added |
| TimesSquare Capital Management, LLC | 253,000 | $15.8M | 0.14% | +253,000 | New |
| Royal Bank of Canada | 237,547 | $14.8M | 0.00% | −106,059−30.9% | Reduced |
| Nuveen Asset Management, LLC | 230,599 | $14.4M | 0.00% | −6,353−2.7% | Reduced |
| Samlyn Capital, LLC | 209,067 | $13.0M | 0.19% | +209,067 | New |
| Invesco Ltd. | 206,021 | $12.8M | 0.00% | −241,315−53.9% | Reduced |
| Morgan Stanley | 204,393 | $12.7M | 0.00% | −204,620−50.0% | Reduced |
| Rhumbline Advisers | 198,790 | $12.4M | 0.02% | +3,037+1.6% | Added |
| California Public Employees Retirement System | 180,773 | $11.3M | 0.01% | +502+0.3% | Added |
| Swiss National Bank | 180,600 | $11.3M | 0.01% | +500+0.3% | Added |
| Susquehanna International Group, LLP | 179,156 | $11.2M | 0.01% | −41,915−19.0% | Reduced |
| PenderFund Capital Management Ltd. | 133,300 | $10.5M | 2.75% | −700−0.5% | Reduced |
| Prana Capital Management, LP | 167,558 | $10.4M | 0.92% | +78,110+87.3% | Added |
| Envestnet Asset Management Inc | 166,044 | $10.4M | 0.01% | +5,393+3.4% | Added |
| Bank of Nova Scotia | 158,020 | $9.85M | 0.02% | +158,020 | New |
| Gabelli Funds LLC | 152,749 | $9.52M | 0.06% | +8,775+6.1% | Added |
| American International Group, Inc. | 150,353 | $9.37M | 0.05% | +6,776+4.7% | Added |
| UBS Group AG | 146,804 | $9.15M | 0.00% | +96,795+193.6% | Added |
| Twin Tree Management, LP | 146,391 | $9.13M | 0.27% | +146,391 | New |
| Cubist Systematic Strategies, LLC | 143,411 | $8.94M | 0.11% | −67,850−32.1% | Reduced |
| Brooktree Capital Management | 138,997 | $8.66M | 5.52% | +2,197+1.6% | Added |
| Azora Capital LP | 138,321 | $8.62M | 1.02% | +138,321 | New |
| California State Teachers Retirement System | 136,126 | $8.49M | 0.01% | −515−0.4% | Reduced |
| Nomura Holdings Inc | 127,500 | $8.22M | 0.06% | +127,500 | New |
| Legal & General Group Plc | 130,466 | $8.13M | 0.00% | +19,128+17.2% | Added |
| Alliancebernstein L.P. | 129,432 | $8.07M | 0.00% | +5,209+4.2% | Added |
| Federated Hermes, Inc. | 128,136 | $7.99M | 0.02% | +29,706+30.2% | Added |
| UBS Asset Management Americas Inc | 127,299 | $7.94M | 0.00% | +970+0.8% | Added |
| Ameriprise Financial Inc | 123,379 | $7.69M | 0.00% | −115,252−48.3% | Reduced |
| JPMorgan Chase & Co | 118,522 | $7.39M | 0.00% | −13,315−10.1% | Reduced |
| Retirement Systems of Alabama | 113,098 | $7.05M | 0.03% | +7,799+7.4% | Added |
| Credit Suisse AG | 108,467 | $6.77M | 0.01% | −8,012−6.9% | Reduced |
| HSBC Holdings PLC | 104,195 | $6.51M | 0.01% | −49,285−32.1% | Reduced |
| Bank of America Corp | 102,845 | $6.41M | 0.00% | −11,986−10.4% | Reduced |
| Daiwa Securities Group Inc. | 100,761 | $6.28M | 0.04% | +14,650+17.0% | Added |
| State Board of Administration of Florida Retirement System | 100,499 | $6.26M | 0.01% | −1,227−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 100,412 | $6.26M | 0.01% | +11,950+13.5% | Added |
| New York State Common Retirement Fund | 96,680 | $6.03M | 0.01% | +6,680+7.4% | Added |
| Van Den Berg Management I, Inc | 96,177 | $6.00M | 1.17% | +1,594+1.7% | Added |
| Janney Montgomery Scott LLC | 93,634 | $5.84M | 0.02% | +2,879+3.2% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 87,074 | $5.43M | 0.41% | +20,000+29.8% | Added |
| Assenagon Asset Management S.A. | 86,175 | $5.37M | 0.02% | −313,484−78.4% | Reduced |
| TownSquare Capital, LLC | 83,483 | $5.21M | 0.15% | +2,264+2.8% | Added |
| Parametric Portfolio Associates LLC | 78,162 | $4.87M | 0.00% | +4,046+5.5% | Added |
| Mutual of America Capital Management LLC | 76,926 | $4.80M | 0.05% | +5,563+7.8% | Added |
| Heartland Advisors Inc | 75,770 | $4.72M | 0.28% | +75,770 | New |
| SEI Investments Co | 70,485 | $4.39M | 0.01% | +347+0.5% | Added |
| Voloridge Investment Management, LLC | 68,867 | $4.29M | 0.03% | +65,298+1,829.6% | Added |
| Victory Capital Management Inc | 67,744 | $4.22M | 0.00% | +8,371+14.1% | Added |
| Texas Permanent School Fund | 64,614 | $4.03M | 0.05% | +4,380+7.3% | Added |
| Vestmark Advisory Solutions, Inc. | 63,225 | $3.94M | 0.27% | +5,105+8.8% | Added |
| Russell Investments Group, Ltd. | 61,182 | $3.81M | 0.01% | −49,354−44.6% | Reduced |
| Amalgamated Bank | 61,031 | $3.81M | 0.03% | −2,474−3.9% | Reduced |
| Great West Life Assurance Co | 58,108 | $3.65M | 0.01% | +15,718+37.1% | Added |
| Quinn Opportunity Partners LLC | 57,330 | $3.57M | 0.23% | +57,330 | New |
| Atria Investments LLC | 55,619 | $3.47M | 0.06% | −10,066−15.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 52,299 | $3.26M | 0.01% | −1,931−3.6% | Reduced |
| State of Tennessee, Treasury Department | 51,585 | $3.22M | 0.01% | −5,138−9.1% | Reduced |
| Harbor Advisors LLC | 49,558 | $3.09M | 0.62% | 00.0% | Unchanged |