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 |
|---|---|---|---|---|---|
| Handelsbanken Fonder AB | 42,472 | $2.65M | 0.01% | +6,582+18.3% | Added |
| Public Employees Retirement System of Ohio | 45,328 | $2.83M | 0.01% | −790−1.7% | Reduced |
| FMR LLC | 45,371 | $2.83M | 0.00% | +18,329+67.8% | Added |
| Quantbot Technologies LP | 46,177 | $2.88M | 0.21% | −28,812−38.4% | Reduced |
| State of New Jersey Common Pension Fund D | 47,245 | $2.94M | 0.01% | +1,201+2.6% | Added |
| Marks Group Wealth Management, Inc | 47,577 | $2.96M | 0.40% | +2,200+4.8% | Added |
| Comerica Bank | 40,035 | $2.98M | 0.02% | −4,736−10.6% | Reduced |
| Diametric Capital, LP | 48,724 | $3.04M | 2.40% | +3,891+8.7% | Added |
| Truist Financial Corp | 49,089 | $3.06M | 0.01% | +3,908+8.6% | Added |
| Harbor Advisors LLC | 49,558 | $3.09M | 0.62% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 51,585 | $3.22M | 0.01% | −5,138−9.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 52,299 | $3.26M | 0.01% | −1,931−3.6% | Reduced |
| Atria Investments LLC | 55,619 | $3.47M | 0.06% | −10,066−15.3% | Reduced |
| Quinn Opportunity Partners LLC | 57,330 | $3.57M | 0.23% | +57,330 | New |
| Great West Life Assurance Co | 58,108 | $3.65M | 0.01% | +15,718+37.1% | Added |
| Amalgamated Bank | 61,031 | $3.81M | 0.03% | −2,474−3.9% | Reduced |
| Russell Investments Group, Ltd. | 61,182 | $3.81M | 0.01% | −49,354−44.6% | Reduced |
| Vestmark Advisory Solutions, Inc. | 63,225 | $3.94M | 0.27% | +5,105+8.8% | Added |
| Texas Permanent School Fund | 64,614 | $4.03M | 0.05% | +4,380+7.3% | Added |
| Victory Capital Management Inc | 67,744 | $4.22M | 0.00% | +8,371+14.1% | Added |
| Voloridge Investment Management, LLC | 68,867 | $4.29M | 0.03% | +65,298+1,829.6% | Added |
| SEI Investments Co | 70,485 | $4.39M | 0.01% | +347+0.5% | Added |
| Heartland Advisors Inc | 75,770 | $4.72M | 0.28% | +75,770 | New |
| Mutual of America Capital Management LLC | 76,926 | $4.80M | 0.05% | +5,563+7.8% | Added |
| Parametric Portfolio Associates LLC | 78,162 | $4.87M | 0.00% | +4,046+5.5% | Added |
| TownSquare Capital, LLC | 83,483 | $5.21M | 0.15% | +2,264+2.8% | Added |
| Assenagon Asset Management S.A. | 86,175 | $5.37M | 0.02% | −313,484−78.4% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 87,074 | $5.43M | 0.41% | +20,000+29.8% | Added |
| Janney Montgomery Scott LLC | 93,634 | $5.84M | 0.02% | +2,879+3.2% | Added |
| Van Den Berg Management I, Inc | 96,177 | $6.00M | 1.17% | +1,594+1.7% | Added |
| New York State Common Retirement Fund | 96,680 | $6.03M | 0.01% | +6,680+7.4% | Added |
| Manufacturers Life Insurance Company, The | 100,412 | $6.26M | 0.01% | +11,950+13.5% | Added |
| State Board of Administration of Florida Retirement System | 100,499 | $6.26M | 0.01% | −1,227−1.2% | Reduced |
| Daiwa Securities Group Inc. | 100,761 | $6.28M | 0.04% | +14,650+17.0% | Added |
| Bank of America Corp | 102,845 | $6.41M | 0.00% | −11,986−10.4% | Reduced |
| HSBC Holdings PLC | 104,195 | $6.51M | 0.01% | −49,285−32.1% | Reduced |
| Credit Suisse AG | 108,467 | $6.77M | 0.01% | −8,012−6.9% | Reduced |
| Retirement Systems of Alabama | 113,098 | $7.05M | 0.03% | +7,799+7.4% | Added |
| JPMorgan Chase & Co | 118,522 | $7.39M | 0.00% | −13,315−10.1% | Reduced |
| Ameriprise Financial Inc | 123,379 | $7.69M | 0.00% | −115,252−48.3% | Reduced |
| UBS Asset Management Americas Inc | 127,299 | $7.94M | 0.00% | +970+0.8% | Added |
| Federated Hermes, Inc. | 128,136 | $7.99M | 0.02% | +29,706+30.2% | Added |
| Alliancebernstein L.P. | 129,432 | $8.07M | 0.00% | +5,209+4.2% | Added |
| Legal & General Group Plc | 130,466 | $8.13M | 0.00% | +19,128+17.2% | Added |
| Nomura Holdings Inc | 127,500 | $8.22M | 0.06% | +127,500 | New |
| California State Teachers Retirement System | 136,126 | $8.49M | 0.01% | −515−0.4% | Reduced |
| Azora Capital LP | 138,321 | $8.62M | 1.02% | +138,321 | New |
| Brooktree Capital Management | 138,997 | $8.66M | 5.52% | +2,197+1.6% | Added |
| Cubist Systematic Strategies, LLC | 143,411 | $8.94M | 0.11% | −67,850−32.1% | Reduced |
| Twin Tree Management, LP | 146,391 | $9.13M | 0.27% | +146,391 | New |
| UBS Group AG | 146,804 | $9.15M | 0.00% | +96,795+193.6% | Added |
| American International Group, Inc. | 150,353 | $9.37M | 0.05% | +6,776+4.7% | Added |
| Gabelli Funds LLC | 152,749 | $9.52M | 0.06% | +8,775+6.1% | Added |
| Bank of Nova Scotia | 158,020 | $9.85M | 0.02% | +158,020 | New |
| Envestnet Asset Management Inc | 166,044 | $10.4M | 0.01% | +5,393+3.4% | Added |
| Prana Capital Management, LP | 167,558 | $10.4M | 0.92% | +78,110+87.3% | Added |
| PenderFund Capital Management Ltd. | 133,300 | $10.5M | 2.75% | −700−0.5% | Reduced |
| Susquehanna International Group, LLP | 179,156 | $11.2M | 0.01% | −41,915−19.0% | Reduced |
| Swiss National Bank | 180,600 | $11.3M | 0.01% | +500+0.3% | Added |
| California Public Employees Retirement System | 180,773 | $11.3M | 0.01% | +502+0.3% | Added |
| Rhumbline Advisers | 198,790 | $12.4M | 0.02% | +3,037+1.6% | Added |
| Morgan Stanley | 204,393 | $12.7M | 0.00% | −204,620−50.0% | Reduced |
| Invesco Ltd. | 206,021 | $12.8M | 0.00% | −241,315−53.9% | Reduced |
| Samlyn Capital, LLC | 209,067 | $13.0M | 0.19% | +209,067 | New |
| Nuveen Asset Management, LLC | 230,599 | $14.4M | 0.00% | −6,353−2.7% | Reduced |
| Royal Bank of Canada | 237,547 | $14.8M | 0.00% | −106,059−30.9% | Reduced |
| TimesSquare Capital Management, LLC | 253,000 | $15.8M | 0.14% | +253,000 | New |
| Stifel Financial Corp | 253,172 | $15.8M | 0.02% | +7,871+3.2% | Added |
| Man Group plc | 254,904 | $15.9M | 0.06% | −12,519−4.7% | Reduced |
| Oakcliff Capital Partners, LP | 261,847 | $16.3M | 7.23% | 00.0% | Unchanged |
| Bank of Montreal | 271,935 | $17.7M | 0.01% | −273,533−50.1% | Reduced |
| Principal Financial Group Inc | 301,405 | $18.8M | 0.01% | +20,288+7.2% | Added |
| Barclays PLC | 305,992 | $19.1M | 0.01% | −625−0.2% | Reduced |
| Park West Asset Management LLC | 316,081 | $19.7M | 0.56% | 00.0% | Unchanged |
| Raymond James & Associates | 322,854 | $20.1M | 0.02% | +24,764+8.3% | Added |
| Majedie Asset Management Ltd | 336,763 | $21.0M | 1.59% | +59,338+21.4% | Added |
| Los Angeles Capital Management LLC | 346,296 | $21.6M | 0.10% | −15,770−4.4% | Reduced |
| Dimensional Fund Advisors LP | 363,016 | $22.6M | 0.01% | −13,354−3.5% | Reduced |
| Owls Nest Partners IA, LLC | 365,777 | $22.8M | 9.55% | +92,977+34.1% | Added |
| Charles Schwab Investment Management Inc | 488,347 | $30.4M | 0.01% | +49,384+11.3% | Added |
| Renaissance Technologies LLC | 528,300 | $32.9M | 0.04% | −557,358−51.3% | Reduced |
| Ensign Peak Advisors, Inc | 568,017 | $35.4M | 0.07% | +21,005+3.8% | Added |
| Millennium Management LLC | 609,027 | $38.0M | 0.05% | −466,736−43.4% | Reduced |
| Personal Capital Advisors Corp | 662,987 | $41.3M | 0.21% | +44,294+7.2% | Added |
| Northern Trust Corp | 675,385 | $42.1M | 0.01% | +19,925+3.0% | Added |
| Citadel Advisors LLC | 697,743 | $43.5M | 0.05% | +70,945+11.3% | Added |
| Norges Bank | 757,661 | $47.2M | 0.01% | +57,620+8.2% | Added |
| D. E. Shaw & Co., Inc. | 796,119 | $49.6M | 0.06% | +152,196+23.6% | Added |
| Antipodes Partners Ltd | 809,159 | $50.4M | 1.72% | +27,232+3.5% | Added |
| Bank of New York Mellon Corp | 812,407 | $50.6M | 0.01% | +46,693+6.1% | Added |
| Wells Fargo & Company | 820,076 | $51.1M | 0.01% | +17,219+2.1% | Added |
| Bronte Capital Management Pty Ltd. | 868,725 | $54.2M | 7.81% | +16,563+1.9% | Added |
| Goldman Sachs Group Inc | 878,573 | $54.8M | 0.01% | −505,607−36.5% | Reduced |
| Thunderbird Partners LLP | 912,676 | $56.9M | 6.82% | +23,408+2.6% | Added |
| Montrusco Bolton Investments Inc. | 925,812 | $57.7M | 1.57% | +552,009+147.7% | Added |
| Geode Capital Management, LLC | 1,067,362 | $66.5M | 0.01% | +40,640+4.0% | Added |
| 1832 Asset Management L.P. | 1,029,120 | $67.0M | 0.13% | +25,148+2.5% | Added |
| Marshall Wace Asia Ltd | 1,627,635 | $101.5M | 2.40% | +632,642+63.6% | Added |
| Marshall Wace, LLP | 1,733,841 | $108.1M | 0.54% | +385,918+28.6% | Added |
| Ancient Art, L.P. | 1,735,593 | $108.2M | 11.64% | 00.0% | Unchanged |