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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 49,089 | $3.06M | 0.01% | +3,908+8.6% | Added |
| Diametric Capital, LP | 48,724 | $3.04M | 2.40% | +3,891+8.7% | Added |
| Comerica Bank | 40,035 | $2.98M | 0.02% | −4,736−10.6% | Reduced |
| Marks Group Wealth Management, Inc | 47,577 | $2.96M | 0.40% | +2,200+4.8% | Added |
| State of New Jersey Common Pension Fund D | 47,245 | $2.94M | 0.01% | +1,201+2.6% | Added |
| Quantbot Technologies LP | 46,177 | $2.88M | 0.21% | −28,812−38.4% | Reduced |
| FMR LLC | 45,371 | $2.83M | 0.00% | +18,329+67.8% | Added |
| Public Employees Retirement System of Ohio | 45,328 | $2.83M | 0.01% | −790−1.7% | Reduced |
| Handelsbanken Fonder AB | 42,472 | $2.65M | 0.01% | +6,582+18.3% | Added |
| AWH Capital, L.P. | 42,000 | $2.62M | 2.75% | 00.0% | Unchanged |
| MetLife Investment Management | 41,962 | $2.62M | 0.02% | +1,575+3.9% | Added |
| SkyView Investment Advisors, LLC | 40,051 | $2.50M | 0.70% | +23,506+142.1% | Added |
| Janus Henderson Group PLC | 38,715 | $2.41M | 0.00% | +34,881+909.8% | Added |
| Rafferty Asset Management, LLC | 38,554 | $2.40M | 0.02% | −6,911−15.2% | Reduced |
| New York State Teachers Retirement System | 38,473 | $2.40M | 0.01% | −2,548−6.2% | Reduced |
| US Bancorp | 38,242 | $2.38M | 0.00% | −1,456−3.7% | Reduced |
| Vontobel Holding Ltd. | 36,322 | $2.27M | 0.02% | +36,322 | New |
| APG Asset Management N.V. | 41,200 | $2.22M | 0.00% | +11,400+38.3% | Added |
| BNP Paribas Arbitrage, SA | 34,673 | $2.16M | 0.01% | −218,480−86.3% | Reduced |
| Occudo Quantitative Strategies LP | 34,627 | $2.16M | 0.26% | +29,555+582.7% | Added |
| Winton Group Ltd | 34,536 | $2.15M | 0.12% | −450−1.3% | Reduced |
| Guggenheim Capital LLC | 34,452 | $2.15M | 0.01% | +3,671+11.9% | Added |
| Bridges Investment Management Inc | 33,800 | $2.11M | 0.07% | 00.0% | Unchanged |
| Citigroup Inc | 32,806 | $2.04M | 0.00% | −2,669−7.5% | Reduced |
| TD Private Client Wealth LLC | 32,701 | $2.04M | 0.09% | −532−1.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 32,540 | $2.03M | 0.02% | +9,521+41.4% | Added |
| Advisor Group Holdings, Inc. | 30,919 | $1.93M | 0.00% | +1,347+4.6% | Added |
| Palouse Capital Management, Inc. | 30,750 | $1.92M | 0.85% | +1,848+6.4% | Added |
| Banco Santander, S.A. | 30,261 | $1.89M | 0.01% | +21,513+245.9% | Added |
| Cumberland Partners Ltd | 30,000 | $1.87M | 0.15% | +1,500+5.3% | Added |
| Neuberger Berman Group LLC | 29,852 | $1.86M | 0.00% | +5,283+21.5% | Added |
| Prelude Capital Management, LLC | 29,688 | $1.85M | 0.10% | +20.0% | Added |
| Deutsche Bank AG | 29,420 | $1.83M | 0.00% | −199,070−87.1% | Reduced |
| Treasurer of the State of North Carolina | 28,912 | $1.80M | 0.01% | +969+3.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,857 | $1.80M | 0.02% | +1,931+7.2% | Added |
| Simplex Trading, LLC | 26,384 | $1.75M | 0.06% | −90.0% | Reduced |
| Price T Rowe Associates Inc | 27,601 | $1.72M | 0.00% | −1,363−4.7% | Reduced |
| Oregon Public Employees Retirement Fund | 27,228 | $1.70M | 0.02% | −359−1.3% | Reduced |
| M&T Bank Corp | 24,725 | $1.54M | 0.01% | −122−0.5% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 24,280 | $1.51M | 0.18% | +230+1.0% | Added |
| Brown Brothers Harriman & Co | 24,089 | $1.50M | 0.01% | 00.0% | Unchanged |
| FJ Capital Management LLC | 24,000 | $1.47M | 0.13% | +24,000 | New |
| Ameritas Investment Partners, Inc. | 23,138 | $1.44M | 0.05% | +1,292+5.9% | Added |
| Thrivent Financial for Lutherans | 22,831 | $1.42M | 0.00% | +1,375+6.4% | Added |
| KB Financial Partners, LLC | 22,637 | $1.41M | 0.52% | +3,494+18.3% | Added |
| Walleye Trading LLC | 22,455 | $1.40M | 0.03% | +13,963+164.4% | Added |
| Louisiana State Employees Retirement System | 22,300 | $1.39M | 0.03% | +1,300+6.2% | Added |
| Arizona State Retirement System | 22,264 | $1.39M | 0.01% | +58+0.3% | Added |
| State of Michigan Retirement System | 21,834 | $1.36M | 0.01% | +1,500+7.4% | Added |
| Pin Oak Investment Advisors Inc | 20,455 | $1.27M | 1.41% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 19,151 | $1.19M | 0.09% | +6,126+47.0% | 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 |
| LPL Financial LLC | 18,217 | $1.14M | 0.00% | +7,362+67.8% | Added |
| Verition Fund Management LLC | 18,124 | $1.13M | 0.02% | −9,843−35.2% | Reduced |
| NN Investment Partners Holdings N.V. | 17,900 | $1.12M | 0.01% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 17,325 | $1.08M | 0.44% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 17,125 | $1.07M | 0.14% | +1,521+9.7% | Added |
| Pinebridge Investments, L.P. | 17,069 | $1.06M | 0.01% | +17,069 | New |
| New Mexico Educational Retirement Board | 16,760 | $1.04M | 0.04% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 16,508 | $1.03M | 0.06% | +1,667+11.2% | Added |
| FDx Advisors, Inc. | 16,404 | $1.02M | 0.03% | +2,861+21.1% | Added |
| Metropolitan Life Insurance Co | 15,806 | $985.3K | 0.01% | +545+3.6% | Added |
| Algert Global LLC | 15,641 | $975.0K | 0.13% | +15,641 | New |
| Virtu Financial LLC | 15,227 | $949.0K | 0.08% | +15,227 | New |
| Squarepoint Ops LLC | 14,624 | $912.0K | 0.01% | −104,423−87.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,429 | $900.0K | 0.02% | +968+7.2% | Added |
| Kemnay Advisory Services Inc. | 14,064 | $877.0K | 0.12% | +14,064 | New |
| ProShare Advisors LLC | 13,535 | $844.0K | 0.00% | +538+4.1% | Added |
| Voya Investment Management LLC | 13,462 | $840.0K | 0.00% | −66−0.5% | Reduced |
| State of Alaska, Department of Revenue | 13,408 | $835.0K | 0.01% | +879+7.0% | Added |
| BIT Capital GmbH | 13,335 | $831.3K | 0.05% | +135+1.0% | Added |
| Teacher Retirement System of Texas | 13,159 | $820.0K | 0.00% | +3,432+35.3% | Added |
| Dana Investment Advisors, Inc. | 12,592 | $785.0K | 0.04% | +881+7.5% | Added |
| Wealthsource Partners, LLC | 11,773 | $734.0K | 0.06% | +1,495+14.5% | Added |
| Teachers Retirement System of the State of Kentucky | 11,437 | $713.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 11,412 | $711.0K | 0.06% | +11,412 | New |
| Public Employees Retirement Association of Colorado | 10,765 | $671.0K | 0.00% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 10,383 | $647.0K | 0.03% | −133,259−92.8% | Reduced |
| LVW Advisors, LLC | 10,179 | $635.0K | 0.11% | +128+1.3% | Added |
| State of Wisconsin Investment Board | 10,058 | $627.0K | 0.00% | +465+4.8% | Added |
| Xponance, Inc. | 9,734 | $607.0K | 0.01% | +326+3.5% | Added |
| Tower Research Capital LLC (TRC) | 9,468 | $590.0K | 0.02% | +1,815+23.7% | Added |
| Crossmark Global Holdings, Inc. | 9,300 | $580.0K | 0.01% | +10+0.1% | Added |
| ETF Managers Group, LLC | 8,928 | $578.0K | 0.01% | +704+8.6% | Added |
| Prudential Financial Inc | 9,367 | $576.0K | 0.00% | −453−4.6% | Reduced |
| Engineers Gate Manager LP | 8,991 | $560.0K | 0.03% | −13,243−59.6% | Reduced |
| Capital Asset Advisory Services LLC | 8,838 | $551.0K | 0.06% | +273+3.2% | Added |
| PEAK6 Investments LLC | 8,615 | $537.0K | 0.01% | −1,020−10.6% | Reduced |
| Gamco Investors, Inc. Et Al | 8,525 | $531.0K | 0.00% | −2,500−22.7% | Reduced |
| Precision Wealth Strategies, LLC | 8,436 | $526.0K | 0.41% | +2,231+36.0% | Added |
| Pacer Advisors, Inc. | 8,308 | $518.0K | 0.01% | −4,516−35.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 8,066 | $503.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 7,833 | $488.0K | 0.01% | +405+5.5% | Added |
| Advisor OS, LLC | 7,765 | $483.0K | 0.11% | +1,168+17.7% | Added |
| Qube Research & Technologies Ltd | 7,661 | $478.0K | 0.01% | −71,885−90.4% | Reduced |
| SG Americas Securities, LLC | 7,629 | $476.0K | 0.00% | −10,638−58.2% | Reduced |
| IndexIQ Advisors LLC | 7,557 | $471.0K | 0.02% | +707+10.3% | Added |
| First Trust Advisors LP | 7,425 | $463.0K | 0.00% | +7,425 | New |
| AlphaCrest Capital Management LLC | 7,300 | $455.0K | 0.02% | −30,316−80.6% | Reduced |