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 |
|---|---|---|---|---|---|
| State Street Corp | 2,145,376 | $133.7M | 0.01% | +108,630+5.3% | Added |
| Jarislowsky, Fraser Ltd | 2,192,743 | $136.7M | 0.67% | +445,888+25.5% | Added |
| Cantillon Capital Management LLC | 2,325,818 | $145.0M | 0.99% | −33,248−1.4% | Reduced |
| Bares Capital Management, Inc. | 5,189,194 | $323.5M | 5.80% | +91,395+1.8% | Added |
| Select Equity Group, L.P. | 5,796,473 | $361.4M | 1.21% | +1,484,344+34.4% | Added |
| BlackRock Inc. | 7,554,979 | $471.0M | 0.01% | +246,512+3.4% | Added |
| Vanguard Group Inc | 7,803,498 | $486.5M | 0.01% | +540,811+7.4% | Added |
| Greenwich Wealth Management LLC | 8,145,983 | $507.8M | 42.27% | +627,539+8.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8,704,994 | $542.7M | 1.32% | −47,106−0.5% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −331,577−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −330,200−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −230,523−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −195,197−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −155,200−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −122,605−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −94,453−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −82,709−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −81,779−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −71,247−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −35,832−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −32,890−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −22,795−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −22,224−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −20,872−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −20,795−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,822−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −19,039−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −13,248−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,872−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −9,867−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −8,141−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −7,807−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −7,780−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,231−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,134−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −5,761−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,588−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −4,057−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,893−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −3,899−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,658−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −3,372−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −982−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Private Ocean, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Cipher Capital LP | – | – | – | – | Not filed |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |