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, 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 |
|---|---|---|---|---|---|
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $0 | 0.00% | +3 | New |
| Northwestern Mutual Wealth Management Co | 24 | $1.00K | 0.00% | +11+84.6% | Added |
| Assetmark, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Howe & Rusling Inc | 10 | $1.00K | 0.00% | +10 | New |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | +16 | New |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Cordant, Inc. | 21 | $1.00K | 0.00% | +21 | New |
| Earnest Partners LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 31 | $2.00K | 0.00% | +17+121.4% | Added |
| Meridian Wealth Partners, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Meeder Asset Management Inc | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 42 | $3.00K | 0.00% | +24+133.3% | Added |
| O'Shaughnessy Asset Management, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 146 | $9.00K | 0.00% | +146 | New |
| University of Texas/Texas Am Investment Managment Co | 145 | $9.00K | 0.01% | +145 | New |
| Quadrant Capital Group LLC | 184 | $11.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 185 | $11.0K | 0.00% | +134+262.7% | Added |
| Private Capital Group, LLC | 193 | $12.0K | 0.00% | +192+19,200.0% | Added |
| Canada Pension Plan Investment Board | 204 | $13.0K | 0.00% | +204 | New |
| Fifth Third Bancorp | 221 | $14.0K | 0.00% | +72+48.3% | Added |
| First Manhattan Co | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 298 | $18.0K | 0.01% | +298 | New |
| BBVA USA | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 309 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 316 | $19.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 310 | $19.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 330 | $20.6K | 0.00% | −2,990−90.1% | Reduced |
| Liberty Wealth Management LLC | 305 | $21.0K | 0.01% | +285+1,425.0% | Added |
| Bessemer Group Inc | 359 | $22.0K | 0.00% | +359 | New |
| JNBA Financial Advisors | 363 | $23.0K | 0.00% | +363 | New |
| Nisa Investment Advisors, LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 424 | $26.0K | 0.00% | +39+10.1% | Added |
| Penserra Capital Management LLC | 480 | $29.0K | 0.00% | +480 | New |
| Rosenberg Matthew Hamilton | 484 | $30.0K | 0.01% | +484 | New |
| Washington Trust Co | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 513 | $32.0K | 0.00% | −6,370−92.5% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $37.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 609 | $38.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 669 | $42.0K | 0.00% | +669 | New |
| Toronto Dominion Bank | 755 | $47.0K | 0.00% | +115+18.0% | Added |
| Exane Derivatives | 796 | $49.6K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 801 | $49.9K | 0.00% | +801 | New |
| Rockefeller Capital Management L.P. | 852 | $52.0K | 0.00% | +813+2,084.6% | Added |
| Eaton Vance Management | 2,819 | $62.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $62.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $62.3K | 0.00% | 00.0% | Unchanged |
| Amundi | 1,077 | $67.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,106 | $69.0K | 0.05% | +152+15.9% | Added |
| Spire Wealth Management | 1,239 | $77.0K | 0.00% | +66+5.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $82.0K | 0.01% | 00.0% | Unchanged |
| Markston International LLC | 1,400 | $87.0K | 0.08% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,375 | $89.0K | 0.00% | −100−6.8% | Reduced |
| DekaBank Deutsche Girozentrale | 1,553 | $100.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,660 | $104.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,895 | $118.0K | 0.00% | −2,600−57.8% | Reduced |
| Point72 Hong Kong Ltd | 1,934 | $121.0K | 0.01% | +1,934 | New |
| Macquarie Group Ltd | 2,028 | $126.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,323 | $145.0K | 0.09% | −1,352−36.8% | Reduced |
| Heritage Wealth Management, LLC | 2,456 | $153.0K | 0.05% | +396+19.2% | Added |
| Crewe Advisors LLC | 2,548 | $159.0K | 0.04% | 00.0% | Unchanged |
| Central Trust Co | 2,612 | $163.0K | 0.01% | +2,227+578.4% | Added |
| Captrust Financial Advisors | 3,238 | $202.0K | 0.00% | +317+10.9% | Added |
| HighTower Advisors, LLC | 3,262 | $203.0K | 0.00% | −17,657−84.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,284 | $204.0K | 0.00% | −15−0.5% | Reduced |
| Kestra Advisory Services, LLC | 3,293 | $205.0K | 0.00% | +194+6.3% | Added |
| Boothbay Fund Management, LLC | 3,344 | $208.0K | 0.01% | −2,643−44.1% | Reduced |
| Haverford Trust Co | 3,429 | $214.0K | 0.00% | −101−2.9% | Reduced |
| qPULA Trading Management LP | 3,444 | $215.0K | 0.34% | +3,444 | New |
| MAI Capital Management | 3,606 | $225.0K | 0.00% | +233+6.9% | Added |
| Intercontinental Wealth Advisors, LLC | 3,750 | $234.0K | 0.05% | −536−12.5% | Reduced |
| CIBC Asset Management Inc | 3,752 | $234.0K | 0.00% | +320+9.3% | Added |
| Jane Street Group, LLC | 3,791 | $236.0K | 0.00% | −40,012−91.3% | Reduced |
| Gsa Capital Partners LLP | 3,795 | $237.0K | 0.02% | −17,292−82.0% | Reduced |
| Gotham Asset Management, LLC | 3,847 | $240.0K | 0.01% | +3,847 | New |
| HBK Sorce Advisory LLC | 4,158 | $259.0K | 0.01% | −312−7.0% | Reduced |
| Cutler Group LP | 4,184 | $260.0K | 0.02% | +450+12.1% | Added |
| Utah Retirement Systems | 4,200 | $262.0K | 0.00% | +100+2.4% | Added |
| First Citizens Bank & Trust Co | 4,239 | $264.0K | 0.01% | +32+0.8% | Added |
| MML Investors Services, LLC | 4,236 | $264.0K | 0.00% | +550+14.9% | Added |
| swisspartners Ltd. | 4,600 | $287.0K | 0.22% | 00.0% | Unchanged |
| Shelton Capital Management | 4,672 | $291.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,840 | $302.0K | 0.01% | −64−1.3% | Reduced |
| Public Sector Pension Investment Board | 5,351 | $334.0K | 0.00% | −97−1.8% | Reduced |
| Pictet Asset Management SA | 5,400 | $337.0K | 0.00% | +5,400 | New |
| Aigen Investment Management, LP | 5,438 | $339.0K | 0.07% | +5,438 | New |
| FourThought Financial, LLC | 5,626 | $350.0K | 0.05% | −277−4.7% | Reduced |