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 |
|---|---|---|---|---|---|
| CWM Advisors, LLC | 5,609 | $350.0K | 0.04% | +5,609 | New |
| Atom Investors LP | 5,725 | $357.0K | 0.07% | +5,725 | New |
| Capula Management Ltd | 5,805 | $362.0K | 0.03% | +2,105+56.9% | Added |
| Brown Advisory Inc | 6,045 | $377.0K | 0.00% | −58−1.0% | Reduced |
| Maryland State Retirement & Pension System | 5,840 | $379.0K | 0.01% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,242 | $389.0K | 0.03% | −31,658−83.5% | Reduced |
| Hyman Charles D | 7,158 | $446.0K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 7,250 | $452.0K | 0.34% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 7,286 | $454.0K | 0.30% | −3,564−32.8% | Reduced |
| AlphaCrest Capital Management LLC | 7,300 | $455.0K | 0.02% | −30,316−80.6% | Reduced |
| First Trust Advisors LP | 7,425 | $463.0K | 0.00% | +7,425 | New |
| IndexIQ Advisors LLC | 7,557 | $471.0K | 0.02% | +707+10.3% | Added |
| SG Americas Securities, LLC | 7,629 | $476.0K | 0.00% | −10,638−58.2% | Reduced |
| Qube Research & Technologies Ltd | 7,661 | $478.0K | 0.01% | −71,885−90.4% | Reduced |
| Advisor OS, LLC | 7,765 | $483.0K | 0.11% | +1,168+17.7% | Added |
| Securian Asset Management, Inc | 7,833 | $488.0K | 0.01% | +405+5.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,066 | $503.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 8,308 | $518.0K | 0.01% | −4,516−35.2% | Reduced |
| Precision Wealth Strategies, LLC | 8,436 | $526.0K | 0.41% | +2,231+36.0% | Added |
| Gamco Investors, Inc. Et Al | 8,525 | $531.0K | 0.00% | −2,500−22.7% | Reduced |
| PEAK6 Investments LLC | 8,615 | $537.0K | 0.01% | −1,020−10.6% | Reduced |
| Capital Asset Advisory Services LLC | 8,838 | $551.0K | 0.06% | +273+3.2% | Added |
| Engineers Gate Manager LP | 8,991 | $560.0K | 0.03% | −13,243−59.6% | Reduced |
| Prudential Financial Inc | 9,367 | $576.0K | 0.00% | −453−4.6% | Reduced |
| ETF Managers Group, LLC | 8,928 | $578.0K | 0.01% | +704+8.6% | Added |
| Crossmark Global Holdings, Inc. | 9,300 | $580.0K | 0.01% | +10+0.1% | Added |
| Tower Research Capital LLC (TRC) | 9,468 | $590.0K | 0.02% | +1,815+23.7% | Added |
| Xponance, Inc. | 9,734 | $607.0K | 0.01% | +326+3.5% | Added |
| State of Wisconsin Investment Board | 10,058 | $627.0K | 0.00% | +465+4.8% | Added |
| LVW Advisors, LLC | 10,179 | $635.0K | 0.11% | +128+1.3% | Added |
| Boston Financial Mangement LLC | 10,383 | $647.0K | 0.03% | −133,259−92.8% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $671.0K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,412 | $711.0K | 0.06% | +11,412 | New |
| Teachers Retirement System of the State of Kentucky | 11,437 | $713.0K | 0.01% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 11,773 | $734.0K | 0.06% | +1,495+14.5% | Added |
| Dana Investment Advisors, Inc. | 12,592 | $785.0K | 0.04% | +881+7.5% | Added |
| Teacher Retirement System of Texas | 13,159 | $820.0K | 0.00% | +3,432+35.3% | Added |
| BIT Capital GmbH | 13,335 | $831.3K | 0.05% | +135+1.0% | Added |
| State of Alaska, Department of Revenue | 13,408 | $835.0K | 0.01% | +879+7.0% | Added |
| Voya Investment Management LLC | 13,462 | $840.0K | 0.00% | −66−0.5% | Reduced |
| ProShare Advisors LLC | 13,535 | $844.0K | 0.00% | +538+4.1% | Added |
| Kemnay Advisory Services Inc. | 14,064 | $877.0K | 0.12% | +14,064 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,429 | $900.0K | 0.02% | +968+7.2% | Added |
| Squarepoint Ops LLC | 14,624 | $912.0K | 0.01% | −104,423−87.7% | Reduced |
| Virtu Financial LLC | 15,227 | $949.0K | 0.08% | +15,227 | New |
| Algert Global LLC | 15,641 | $975.0K | 0.13% | +15,641 | New |
| Metropolitan Life Insurance Co | 15,806 | $985.3K | 0.01% | +545+3.6% | Added |
| FDx Advisors, Inc. | 16,404 | $1.02M | 0.03% | +2,861+21.1% | Added |
| NewEdge Wealth, LLC | 16,508 | $1.03M | 0.06% | +1,667+11.2% | Added |
| New Mexico Educational Retirement Board | 16,760 | $1.04M | 0.04% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 17,069 | $1.06M | 0.01% | +17,069 | New |
| Baker Tilly Wealth Management, LLC | 17,125 | $1.07M | 0.14% | +1,521+9.7% | Added |
| Uncommon Cents Investing LLC | 17,325 | $1.08M | 0.44% | 00.0% | Unchanged |
| NN Investment Partners Holdings N.V. | 17,900 | $1.12M | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 18,124 | $1.13M | 0.02% | −9,843−35.2% | Reduced |
| LPL Financial LLC | 18,217 | $1.14M | 0.00% | +7,362+67.8% | Added |
| Noked Capital LTD | 18,400 | $1.15M | 0.27% | +18,400 | New |
| Noked Israel Ltd | 18,400 | $1.15M | 0.27% | +18,400 | New |
| Credential Qtrade Securities Inc. | 19,151 | $1.19M | 0.09% | +6,126+47.0% | Added |
| Pin Oak Investment Advisors Inc | 20,455 | $1.27M | 1.41% | 00.0% | Unchanged |
| State of Michigan Retirement System | 21,834 | $1.36M | 0.01% | +1,500+7.4% | Added |
| Arizona State Retirement System | 22,264 | $1.39M | 0.01% | +58+0.3% | Added |
| Louisiana State Employees Retirement System | 22,300 | $1.39M | 0.03% | +1,300+6.2% | Added |
| Walleye Trading LLC | 22,455 | $1.40M | 0.03% | +13,963+164.4% | Added |
| KB Financial Partners, LLC | 22,637 | $1.41M | 0.52% | +3,494+18.3% | Added |
| Thrivent Financial for Lutherans | 22,831 | $1.42M | 0.00% | +1,375+6.4% | Added |
| Ameritas Investment Partners, Inc. | 23,138 | $1.44M | 0.05% | +1,292+5.9% | Added |
| FJ Capital Management LLC | 24,000 | $1.47M | 0.13% | +24,000 | New |
| Brown Brothers Harriman & Co | 24,089 | $1.50M | 0.01% | 00.0% | Unchanged |
| Gabelli & Co Investment Advisers, Inc. | 24,280 | $1.51M | 0.18% | +230+1.0% | Added |
| M&T Bank Corp | 24,725 | $1.54M | 0.01% | −122−0.5% | Reduced |
| Oregon Public Employees Retirement Fund | 27,228 | $1.70M | 0.02% | −359−1.3% | Reduced |
| Price T Rowe Associates Inc | 27,601 | $1.72M | 0.00% | −1,363−4.7% | Reduced |
| Simplex Trading, LLC | 26,384 | $1.75M | 0.06% | −90.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,857 | $1.80M | 0.02% | +1,931+7.2% | Added |
| Treasurer of the State of North Carolina | 28,912 | $1.80M | 0.01% | +969+3.5% | Added |
| Deutsche Bank AG | 29,420 | $1.83M | 0.00% | −199,070−87.1% | Reduced |
| Prelude Capital Management, LLC | 29,688 | $1.85M | 0.10% | +20.0% | Added |
| Neuberger Berman Group LLC | 29,852 | $1.86M | 0.00% | +5,283+21.5% | Added |
| Cumberland Partners Ltd | 30,000 | $1.87M | 0.15% | +1,500+5.3% | Added |
| Banco Santander, S.A. | 30,261 | $1.89M | 0.01% | +21,513+245.9% | Added |
| Palouse Capital Management, Inc. | 30,750 | $1.92M | 0.85% | +1,848+6.4% | Added |
| Advisor Group Holdings, Inc. | 30,919 | $1.93M | 0.00% | +1,347+4.6% | Added |
| Federation des caisses Desjardins du Quebec | 32,540 | $2.03M | 0.02% | +9,521+41.4% | Added |
| TD Private Client Wealth LLC | 32,701 | $2.04M | 0.09% | −532−1.6% | Reduced |
| Citigroup Inc | 32,806 | $2.04M | 0.00% | −2,669−7.5% | Reduced |
| Bridges Investment Management Inc | 33,800 | $2.11M | 0.07% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 34,452 | $2.15M | 0.01% | +3,671+11.9% | Added |
| Winton Group Ltd | 34,536 | $2.15M | 0.12% | −450−1.3% | Reduced |
| Occudo Quantitative Strategies LP | 34,627 | $2.16M | 0.26% | +29,555+582.7% | Added |
| BNP Paribas Arbitrage, SA | 34,673 | $2.16M | 0.01% | −218,480−86.3% | Reduced |
| APG Asset Management N.V. | 41,200 | $2.22M | 0.00% | +11,400+38.3% | Added |
| Vontobel Holding Ltd. | 36,322 | $2.27M | 0.02% | +36,322 | New |
| US Bancorp | 38,242 | $2.38M | 0.00% | −1,456−3.7% | Reduced |
| New York State Teachers Retirement System | 38,473 | $2.40M | 0.01% | −2,548−6.2% | Reduced |
| Rafferty Asset Management, LLC | 38,554 | $2.40M | 0.02% | −6,911−15.2% | Reduced |
| Janus Henderson Group PLC | 38,715 | $2.41M | 0.00% | +34,881+909.8% | Added |
| SkyView Investment Advisors, LLC | 40,051 | $2.50M | 0.70% | +23,506+142.1% | Added |
| MetLife Investment Management | 41,962 | $2.62M | 0.02% | +1,575+3.9% | Added |
| AWH Capital, L.P. | 42,000 | $2.62M | 2.75% | 00.0% | Unchanged |