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 |
|---|---|---|---|---|---|
| Quantamental Technologies LLC | 7,286 | $454.0K | 0.30% | −3,564−32.8% | Reduced |
| Yorktown Management & Research Co Inc | 7,250 | $452.0K | 0.34% | 00.0% | Unchanged |
| Hyman Charles D | 7,158 | $446.0K | 0.03% | 00.0% | Unchanged |
| Jump Financial, LLC | 6,242 | $389.0K | 0.03% | −31,658−83.5% | Reduced |
| Maryland State Retirement & Pension System | 5,840 | $379.0K | 0.01% | 00.0% | Unchanged |
| Brown Advisory Inc | 6,045 | $377.0K | 0.00% | −58−1.0% | Reduced |
| Capula Management Ltd | 5,805 | $362.0K | 0.03% | +2,105+56.9% | Added |
| Atom Investors LP | 5,725 | $357.0K | 0.07% | +5,725 | New |
| FourThought Financial, LLC | 5,626 | $350.0K | 0.05% | −277−4.7% | Reduced |
| CWM Advisors, LLC | 5,609 | $350.0K | 0.04% | +5,609 | New |
| Aigen Investment Management, LP | 5,438 | $339.0K | 0.07% | +5,438 | New |
| Pictet Asset Management SA | 5,400 | $337.0K | 0.00% | +5,400 | New |
| Public Sector Pension Investment Board | 5,351 | $334.0K | 0.00% | −97−1.8% | Reduced |
| Profund Advisors LLC | 4,840 | $302.0K | 0.01% | −64−1.3% | Reduced |
| Shelton Capital Management | 4,672 | $291.0K | 0.01% | 00.0% | Unchanged |
| swisspartners Ltd. | 4,600 | $287.0K | 0.22% | 00.0% | Unchanged |
| 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 |
| Utah Retirement Systems | 4,200 | $262.0K | 0.00% | +100+2.4% | Added |
| Cutler Group LP | 4,184 | $260.0K | 0.02% | +450+12.1% | Added |
| HBK Sorce Advisory LLC | 4,158 | $259.0K | 0.01% | −312−7.0% | Reduced |
| Gotham Asset Management, LLC | 3,847 | $240.0K | 0.01% | +3,847 | New |
| Gsa Capital Partners LLP | 3,795 | $237.0K | 0.02% | −17,292−82.0% | Reduced |
| Jane Street Group, LLC | 3,791 | $236.0K | 0.00% | −40,012−91.3% | Reduced |
| 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 |
| MAI Capital Management | 3,606 | $225.0K | 0.00% | +233+6.9% | Added |
| qPULA Trading Management LP | 3,444 | $215.0K | 0.34% | +3,444 | New |
| Haverford Trust Co | 3,429 | $214.0K | 0.00% | −101−2.9% | Reduced |
| Boothbay Fund Management, LLC | 3,344 | $208.0K | 0.01% | −2,643−44.1% | Reduced |
| Kestra Advisory Services, LLC | 3,293 | $205.0K | 0.00% | +194+6.3% | Added |
| The PNC Financial Services Group, Inc. | 3,284 | $204.0K | 0.00% | −15−0.5% | Reduced |
| HighTower Advisors, LLC | 3,262 | $203.0K | 0.00% | −17,657−84.4% | Reduced |
| Captrust Financial Advisors | 3,238 | $202.0K | 0.00% | +317+10.9% | Added |
| Central Trust Co | 2,612 | $163.0K | 0.01% | +2,227+578.4% | Added |
| Crewe Advisors LLC | 2,548 | $159.0K | 0.04% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 2,456 | $153.0K | 0.05% | +396+19.2% | Added |
| State of Wyoming | 2,323 | $145.0K | 0.09% | −1,352−36.8% | Reduced |
| Macquarie Group Ltd | 2,028 | $126.0K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 1,934 | $121.0K | 0.01% | +1,934 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,895 | $118.0K | 0.00% | −2,600−57.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 1,660 | $104.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,553 | $100.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,375 | $89.0K | 0.00% | −100−6.8% | Reduced |
| Markston International LLC | 1,400 | $87.0K | 0.08% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $82.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,239 | $77.0K | 0.00% | +66+5.6% | Added |
| Wolff Wiese Magana LLC | 1,106 | $69.0K | 0.05% | +152+15.9% | Added |
| Amundi | 1,077 | $67.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $62.3K | 0.00% | 00.0% | Unchanged |
| 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 |
| Rockefeller Capital Management L.P. | 852 | $52.0K | 0.00% | +813+2,084.6% | Added |
| Koshinski Asset Management, Inc. | 801 | $49.9K | 0.00% | +801 | New |
| Exane Derivatives | 796 | $49.6K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 755 | $47.0K | 0.00% | +115+18.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 669 | $42.0K | 0.00% | +669 | New |
| Vestcor Inc | 609 | $38.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $37.0K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 513 | $32.0K | 0.00% | −6,370−92.5% | Reduced |
| Washington Trust Co | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 484 | $30.0K | 0.01% | +484 | New |
| Penserra Capital Management LLC | 480 | $29.0K | 0.00% | +480 | New |
| Ci Investments Inc. | 424 | $26.0K | 0.00% | +39+10.1% | Added |
| Nisa Investment Advisors, LLC | 400 | $25.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 400 | $25.0K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 363 | $23.0K | 0.00% | +363 | New |
| Bessemer Group Inc | 359 | $22.0K | 0.00% | +359 | New |
| Liberty Wealth Management LLC | 305 | $21.0K | 0.01% | +285+1,425.0% | Added |
| Leonteq Securities AG | 330 | $20.6K | 0.00% | −2,990−90.1% | Reduced |
| 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 |
| Adirondack Trust Co | 250 | $18.0K | 0.01% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 298 | $18.0K | 0.01% | +298 | New |
| First Manhattan Co | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 221 | $14.0K | 0.00% | +72+48.3% | Added |
| Canada Pension Plan Investment Board | 204 | $13.0K | 0.00% | +204 | New |
| Private Capital Group, LLC | 193 | $12.0K | 0.00% | +192+19,200.0% | Added |
| 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 |
| 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 |
| O'Shaughnessy Asset Management, LLC | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |