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, 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 |
|---|---|---|---|---|---|
| Allworth Financial LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | +5 | New |
| Schubert & Co | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 11 | $874 | 0.00% | +11 | New |
| Massmutual Trust Co FSB | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 18 | $1.00K | 0.00% | −6−25.0% | Reduced |
| Assetmark, Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $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 |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 17 | $1.00K | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 27 | $2.00K | 0.00% | +16+145.5% | Added |
| Lake Point Wealth Management | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $2.00K | 0.00% | +28 | New |
| Parkside Financial Bank & Trust | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 55 | $4.00K | 0.00% | +8+17.0% | Added |
| Steward Partners Investment Advisory, LLC | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 52 | $4.00K | 0.00% | +21+67.7% | Added |
| Motley Fool Asset Management LLC | 46 | $4.00K | 0.00% | +46 | New |
| CWM, LLC | 46 | $4.00K | 0.00% | +46 | New |
| Meeder Asset Management Inc | 69 | $5.00K | 0.00% | +13+23.2% | Added |
| Bessemer Group Inc | 102 | $8.00K | 0.00% | −257−71.6% | Reduced |
| Reilly Financial Advisors, LLC | 168 | $13.0K | 0.00% | +168 | New |
| Private Capital Group, LLC | 193 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 184 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 226 | $18.0K | 0.00% | +226 | New |
| First Manhattan Co | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $22.0K | 0.01% | −204−42.1% | Reduced |
| Geneos Wealth Management Inc. | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 303 | $24.0K | 0.00% | −121−28.5% | Reduced |
| Gemmer Asset Management LLC | 310 | $25.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 330 | $26.0K | 0.01% | +21+6.8% | Added |
| First Horizon Advisors, Inc. | 336 | $26.0K | 0.00% | +20+6.3% | Added |
| Nisa Investment Advisors, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 352 | $28.0K | 0.01% | +352 | New |
| Fifth Third Bancorp | 381 | $30.0K | 0.00% | +160+72.4% | Added |
| Westpac Banking Corp | 380 | $30.2K | 0.00% | +380 | New |
| Neo Ivy Capital Management | 485 | $39.0K | 0.06% | +485 | New |
| Washington Trust Co | 500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $40.0K | 0.01% | +500 | New |
| JFS Wealth Advisors, LLC | 511 | $41.0K | 0.00% | +511 | New |
| Vestcor Inc | 547 | $43.0K | 0.00% | −62−10.2% | Reduced |
| Signet Financial Management, LLC | 596 | $47.0K | 0.01% | +596 | New |
| FinTrust Capital Advisors, LLC | 600 | $48.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 647 | $50.0K | 0.00% | −205−24.1% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 738 | $59.0K | 0.00% | +738 | New |
| Penserra Capital Management LLC | 764 | $60.0K | 0.00% | +284+59.2% | Added |
| Koshinski Asset Management, Inc. | 826 | $65.6K | 0.01% | +25+3.1% | Added |
| TD Waterhouse Canada Inc. | 876 | $69.2K | 0.00% | +876 | New |
| Kistler-Tiffany Companies, LLC | 1,000 | $79.0K | 0.02% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,012 | $80.0K | 0.05% | −94−8.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $80.1K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,010 | $81.0K | 0.00% | −365−26.5% | Reduced |
| CVA Family Office, LLC | 1,137 | $90.0K | 0.02% | +1,137 | New |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $104.0K | 0.01% | 00.0% | Unchanged |
| Markston International LLC | 1,400 | $111.0K | 0.11% | 00.0% | Unchanged |
| Spire Wealth Management | 1,495 | $119.0K | 0.00% | +256+20.7% | Added |
| DekaBank Deutsche Girozentrale | 1,553 | $124.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,650 | $131.0K | 0.07% | +1,650 | New |
| Edmond de Rothschild Holding S.A. | 1,660 | $132.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,895 | $151.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,028 | $161.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,264 | $180.0K | 0.08% | −59−2.5% | Reduced |
| Covestor Ltd | 2,268 | $180.0K | 0.25% | +2,268 | New |
| American Portfolios Advisors | 2,292 | $182.0K | 0.01% | +2,292 | New |
| Captrust Financial Advisors | 2,316 | $184.0K | 0.00% | −922−28.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 2,410 | $191.0K | 0.09% | +2,410 | New |
| Crewe Advisors LLC | 2,548 | $202.0K | 0.04% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 2,752 | $218.0K | 0.00% | +2,548+1,249.0% | Added |
| Aureus Asset Management, LLC | 2,772 | $220.0K | 0.01% | +2,772 | New |
| Commonwealth Equity Services, LLC | 2,791 | $221.0K | 0.00% | +2,791 | New |
| Eaton Vance Management | 2,827 | $224.0K | 0.00% | +8+0.3% | Added |
| Seven Eight Capital, LP | 2,987 | $237.0K | 0.04% | +2,987 | New |
| Caxton Associates LP | 3,115 | $247.0K | 0.03% | +3,115 | New |
| Kestra Advisory Services, LLC | 3,146 | $250.0K | 0.00% | −147−4.5% | Reduced |
| Creative Planning | 3,195 | $254.0K | 0.00% | +3,195 | New |
| Virtu Financial LLC | 3,214 | $255.0K | 0.03% | −12,013−78.9% | Reduced |
| Simplex Trading, LLC | 3,300 | $262.0K | 0.01% | −23,084−87.5% | Reduced |
| Virginia Retirement Systems Et Al | 3,300 | $262.0K | 0.00% | +3,300 | New |
| DCM Advisors, LLC | 3,335 | $265.0K | 0.08% | +3,335 | New |
| MQS Management LLC | 3,424 | $272.0K | 0.44% | +3,424 | New |
| Gyon Technologies Capital Management, LP | 3,443 | $273.0K | 0.05% | +3,443 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,447 | $274.0K | 0.18% | +3,447 | New |
| Bridgefront Capital, LLC | 3,509 | $279.0K | 0.27% | +3,509 | New |
| HighTower Advisors, LLC | 3,583 | $282.0K | 0.00% | +321+9.8% | Added |
| The PNC Financial Services Group, Inc. | 3,667 | $291.0K | 0.00% | +383+11.7% | Added |
| Quantamental Technologies LLC | 3,703 | $294.0K | 0.15% | −3,583−49.2% | Reduced |
| MAI Capital Management | 3,699 | $294.0K | 0.00% | +93+2.6% | Added |
| Synergy Financial Group, LTD | 3,736 | $297.0K | 0.27% | +3,736 | New |
| Ibex Wealth Advisors | 3,847 | $306.0K | 0.05% | +3,847 | New |
| EverSource Wealth Advisors, LLC | 3,980 | $316.0K | 0.09% | +3,980 | New |
| Tower Research Capital LLC (TRC) | 4,074 | $324.0K | 0.01% | −5,394−57.0% | Reduced |
| Utah Retirement Systems | 4,200 | $334.0K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,200 | $334.0K | 0.00% | +448+11.9% | Added |
| HBK Sorce Advisory LLC | 4,342 | $345.0K | 0.02% | +184+4.4% | Added |