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 3 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, Q4 2021
Institutional positions in Interactive Brokers Group, Inc. as of Dec 31, 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
- 339
- +34 vs. Q3 2021
- Shares held
- 85.6M
- +5.16M (+6.4%) vs. Q3 2021
- Total value
- $6.80B
- +$1.78B (+35.5%) vs. Q3 2021
- New holders
- 68
- 123 more added
- Sold out
- 34
- 96 more reduced
4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8,687,278 | $689.9M | 1.59% | −17,716−0.2% | Reduced |
| Vanguard Group Inc | 7,855,179 | $623.9M | 0.01% | +51,681+0.7% | Added |
| BlackRock Inc. | 7,372,486 | $585.5M | 0.01% | −182,493−2.4% | Reduced |
| Greenwich Wealth Management LLC | 5,717,949 | $454.1M | 37.11% | −2,428,034−29.8% | Reduced |
| Select Equity Group, L.P. | 5,705,858 | $453.2M | 1.35% | −90,615−1.6% | Reduced |
| Bares Capital Management, Inc. | 5,187,311 | $412.0M | 8.24% | −1,8830.0% | Reduced |
| Marshall Wace, LLP | 4,359,441 | $346.2M | 0.69% | +2,625,600+151.4% | Added |
| State Street Corp | 2,230,431 | $177.1M | 0.01% | +85,055+4.0% | Added |
| Jarislowsky, Fraser Ltd | 2,217,166 | $176.1M | 0.82% | +24,423+1.1% | Added |
| Cantillon Capital Management LLC | 2,162,492 | $171.7M | 1.13% | −163,326−7.0% | Reduced |
| Samlyn Capital, LLC | 1,768,263 | $140.4M | 2.15% | +1,559,196+745.8% | Added |
| Citadel Advisors LLC | 1,529,024 | $121.4M | 0.13% | +831,281+119.1% | Added |
| Orbis Allan Gray Ltd | 1,250,207 | $99.3M | 0.73% | +1,250,207 | New |
| D. E. Shaw & Co., Inc. | 1,203,954 | $95.6M | 0.12% | +407,835+51.2% | Added |
| Ancient Art, L.P. | 1,136,000 | $90.2M | 10.32% | −599,593−34.5% | Reduced |
| Geode Capital Management, LLC | 1,120,200 | $89.0M | 0.01% | +52,838+5.0% | Added |
| 1832 Asset Management L.P. | 1,030,512 | $83.3M | 0.15% | +1,392+0.1% | Added |
| Thunderbird Partners LLP | 925,664 | $73.5M | 8.48% | +12,988+1.4% | Added |
| Wells Fargo & Company | 893,419 | $71.0M | 0.02% | +73,343+8.9% | Added |
| Bronte Capital Management Pty Ltd. | 856,785 | $68.0M | 8.83% | −11,940−1.4% | Reduced |
| Bank of New York Mellon Corp | 797,845 | $63.4M | 0.01% | −14,562−1.8% | Reduced |
| Norges Bank | 757,661 | $60.2M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 733,519 | $58.3M | 0.01% | −145,054−16.5% | Reduced |
| Victory Capital Management Inc | 688,823 | $54.7M | 0.05% | +621,079+916.8% | Added |
| Personal Capital Advisors Corp | 682,601 | $54.3M | 0.25% | +19,614+3.0% | Added |
| TimesSquare Capital Management, LLC | 677,100 | $53.8M | 0.48% | +424,100+167.6% | Added |
| Northern Trust Corp | 660,552 | $52.5M | 0.01% | −14,833−2.2% | Reduced |
| Antipodes Partners Ltd | 640,421 | $50.9M | 1.83% | −168,738−20.9% | Reduced |
| Ensign Peak Advisors, Inc | 529,607 | $42.1M | 0.08% | −38,410−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 508,090 | $40.4M | 0.01% | +19,743+4.0% | Added |
| Bank of Montreal | 488,225 | $39.5M | 0.02% | +216,290+79.5% | Added |
| Renaissance Technologies LLC | 478,600 | $38.0M | 0.05% | −49,700−9.4% | Reduced |
| Millennium Management LLC | 474,968 | $37.7M | 0.04% | −134,059−22.0% | Reduced |
| Prana Capital Management, LP | 432,670 | $34.4M | 2.71% | +265,112+158.2% | Added |
| Alyeska Investment Group, L.P. | 431,009 | $34.2M | 0.39% | +431,009 | New |
| Schonfeld Strategic Advisors LLC | 412,300 | $32.7M | 0.32% | +412,300 | New |
| Raymond James & Associates | 374,987 | $29.8M | 0.02% | +52,133+16.1% | Added |
| Montrusco Bolton Investments Inc. | 373,772 | $29.7M | 0.70% | −552,040−59.6% | Reduced |
| Owls Nest Partners IA, LLC | 352,523 | $28.0M | 10.68% | −13,254−3.6% | Reduced |
| Majedie Asset Management Ltd | 342,688 | $27.2M | 2.07% | +5,925+1.8% | Added |
| Los Angeles Capital Management LLC | 342,636 | $27.2M | 0.10% | −3,660−1.1% | Reduced |
| Twin Tree Management, LP | 335,753 | $26.7M | 0.65% | +189,362+129.4% | Added |
| Dimensional Fund Advisors LP | 328,426 | $26.1M | 0.01% | −34,590−9.5% | Reduced |
| Park West Asset Management LLC | 316,081 | $25.1M | 0.73% | 00.0% | Unchanged |
| Principal Financial Group Inc | 296,453 | $23.5M | 0.01% | −4,952−1.6% | Reduced |
| Royal Bank of Canada | 291,768 | $23.2M | 0.01% | +54,221+22.8% | Added |
| Azora Capital LP | 268,963 | $21.4M | 3.34% | +130,642+94.4% | Added |
| Man Group plc | 267,954 | $21.3M | 0.07% | +13,050+5.1% | Added |
| Stifel Financial Corp | 267,572 | $21.3M | 0.03% | +14,400+5.7% | Added |
| Oakcliff Capital Partners, LP | 261,847 | $20.8M | 9.50% | 00.0% | Unchanged |
| Barclays PLC | 216,902 | $17.2M | 0.01% | −89,090−29.1% | Reduced |
| Nuveen Asset Management, LLC | 217,104 | $16.6M | 0.00% | −13,495−5.9% | Reduced |
| Rhumbline Advisers | 206,485 | $16.4M | 0.02% | +7,695+3.9% | Added |
| HSBC Holdings PLC | 200,462 | $16.0M | 0.02% | +96,267+92.4% | Added |
| Swiss National Bank | 194,400 | $15.4M | 0.01% | +13,800+7.6% | Added |
| Envestnet Asset Management Inc | 182,338 | $14.5M | 0.01% | +16,294+9.8% | Added |
| California Public Employees Retirement System | 172,843 | $13.7M | 0.01% | −7,930−4.4% | Reduced |
| PenderFund Capital Management Ltd. | 129,500 | $13.0M | 2.95% | −3,800−2.9% | Reduced |
| Susquehanna International Group, LLP | 157,005 | $12.5M | 0.02% | −22,151−12.4% | Reduced |
| Gabelli Funds LLC | 148,249 | $11.8M | 0.07% | −4,500−2.9% | Reduced |
| American International Group, Inc. | 147,684 | $11.7M | 0.06% | −2,669−1.8% | Reduced |
| Brooktree Capital Management | 140,132 | $11.1M | 6.80% | +1,135+0.8% | Added |
| Legal & General Group Plc | 138,831 | $11.0M | 0.00% | +8,365+6.4% | Added |
| Bank of Nova Scotia | 135,595 | $10.8M | 0.02% | −22,425−14.2% | Reduced |
| Heartland Advisors Inc | 134,077 | $10.6M | 0.62% | +58,307+77.0% | Added |
| Federated Hermes, Inc. | 129,916 | $10.3M | 0.02% | +1,780+1.4% | Added |
| Alliancebernstein L.P. | 129,677 | $10.3M | 0.00% | +245+0.2% | Added |
| Invesco Ltd. | 125,153 | $9.94M | 0.00% | −80,868−39.3% | Reduced |
| UBS Asset Management Americas Inc | 122,427 | $9.72M | 0.00% | −4,872−3.8% | Reduced |
| Ameriprise Financial Inc | 121,862 | $9.68M | 0.00% | −1,517−1.2% | Reduced |
| JPMorgan Chase & Co | 120,354 | $9.56M | 0.00% | +1,832+1.5% | Added |
| California State Teachers Retirement System | 118,761 | $9.43M | 0.01% | −17,365−12.8% | Reduced |
| FMR LLC | 114,477 | $9.09M | 0.00% | +69,106+152.3% | Added |
| Retirement Systems of Alabama | 114,414 | $9.09M | 0.03% | +1,316+1.2% | Added |
| One01 Capital, LP | 112,719 | $8.95M | 3.65% | +112,719 | New |
| Daiwa Securities Group Inc. | 108,261 | $8.60M | 0.05% | +7,500+7.4% | Added |
| Bank of America Corp | 105,452 | $8.38M | 0.00% | +2,607+2.5% | Added |
| State Board of Administration of Florida Retirement System | 99,895 | $7.93M | 0.01% | −604−0.6% | Reduced |
| Manufacturers Life Insurance Company, The | 98,690 | $7.84M | 0.00% | −1,722−1.7% | Reduced |
| Credit Suisse AG | 97,566 | $7.75M | 0.01% | −10,901−10.1% | Reduced |
| New York State Common Retirement Fund | 96,692 | $7.68M | 0.01% | +120.0% | Added |
| Van Den Berg Management I, Inc | 94,954 | $7.54M | 1.37% | −1,223−1.3% | Reduced |
| Janney Montgomery Scott LLC | 94,071 | $7.47M | 0.03% | +437+0.5% | Added |
| Cubist Systematic Strategies, LLC | 90,289 | $7.17M | 0.07% | −53,122−37.0% | Reduced |
| Morgan Stanley | 89,752 | $7.13M | 0.00% | −114,641−56.1% | Reduced |
| Coronation Fund Managers Ltd. | 87,174 | $6.92M | 0.25% | +87,174 | New |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 87,074 | $6.92M | 0.48% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 86,823 | $6.90M | 0.17% | +3,340+4.0% | Added |
| Parametric Portfolio Associates LLC | 84,541 | $6.71M | 0.00% | +6,379+8.2% | Added |
| Quinn Opportunity Partners LLC | 81,433 | $6.47M | 0.39% | +24,103+42.0% | Added |
| Mutual of America Capital Management LLC | 78,142 | $6.21M | 0.06% | +1,216+1.6% | Added |
| Point72 Asset Management, L.P. | 75,700 | $6.01M | 0.03% | +75,700 | New |
| SEI Investments Co | 68,227 | $5.42M | 0.01% | −2,258−3.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 67,841 | $5.39M | 0.30% | +4,616+7.3% | Added |
| Texas Permanent School Fund | 63,270 | $5.03M | 0.06% | −1,344−2.1% | Reduced |
| Great West Life Assurance Co | 62,252 | $4.94M | 0.01% | +4,144+7.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 58,036 | $4.61M | 0.01% | +5,737+11.0% | Added |
| Amalgamated Bank | 55,253 | $4.39M | 0.03% | −5,778−9.5% | Reduced |
| UBS Group AG | 54,878 | $4.36M | 0.00% | −91,926−62.6% | Reduced |
| Truist Financial Corp | 53,236 | $4.23M | 0.01% | +4,147+8.4% | Added |