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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 4,401 | $350.0K | 0.00% | +4,401 | New |
| Profund Advisors LLC | 4,478 | $356.0K | 0.01% | −362−7.5% | Reduced |
| MML Investors Services, LLC | 4,544 | $361.0K | 0.00% | +308+7.3% | Added |
| AlphaCrest Capital Management LLC | 4,622 | $367.0K | 0.01% | −2,678−36.7% | Reduced |
| swisspartners Ltd. | 4,600 | $370.0K | 0.26% | 00.0% | Unchanged |
| Shelton Capital Management | 4,672 | $371.0K | 0.01% | 00.0% | Unchanged |
| Boston Financial Mangement LLC | 4,678 | $372.0K | 0.01% | −5,705−54.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 4,817 | $383.0K | 0.00% | +4,817 | New |
| Manteio Capital LLC | 4,946 | $393.0K | 0.51% | +4,946 | New |
| National Bank of Canada | 5,116 | $406.0K | 0.00% | +5,116 | New |
| FourThought Financial, LLC | 5,352 | $425.0K | 0.05% | −274−4.9% | Reduced |
| First Citizens Bank & Trust Co | 5,408 | $430.0K | 0.02% | +1,169+27.6% | Added |
| Pictet Asset Management SA | 5,426 | $431.0K | 0.00% | +26+0.5% | Added |
| Graham Capital Management, L.P. | 5,473 | $434.0K | 0.02% | +5,473 | New |
| Algert Global LLC | 5,632 | $447.0K | 0.06% | −10,009−64.0% | Reduced |
| CenterBook Partners LP | 5,836 | $463.0K | 0.27% | +5,836 | New |
| Maryland State Retirement & Pension System | 5,840 | $464.0K | 0.01% | 00.0% | Unchanged |
| Sciencast Management LP | 5,944 | $478.0K | 0.08% | +5,944 | New |
| Gotham Asset Management, LLC | 6,032 | $479.0K | 0.02% | +2,185+56.8% | Added |
| Brown Advisory Inc | 6,045 | $480.0K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 6,100 | $484.0K | 0.00% | −2,425−28.4% | Reduced |
| Prelude Capital Management, LLC | 6,296 | $500.0K | 0.02% | −23,392−78.8% | Reduced |
| Ergoteles LLC | 6,439 | $511.0K | 0.02% | +6,439 | New |
| Russell Investments Group, Ltd. | 6,502 | $516.0K | 0.00% | −54,680−89.4% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,606 | $525.0K | 0.11% | +2,856+76.2% | Added |
| Paloma Partners Management Co | 6,674 | $530.0K | 0.02% | +6,674 | New |
| CWM Advisors, LLC | 6,772 | $538.0K | 0.06% | +1,163+20.7% | Added |
| First Republic Investment Management, Inc. | 6,959 | $553.0K | 0.00% | +6,959 | New |
| Hyman Charles D | 7,158 | $568.0K | 0.04% | 00.0% | Unchanged |
| Jane Street Group, LLC | 7,177 | $570.0K | 0.00% | +3,386+89.3% | Added |
| IndexIQ Advisors LLC | 7,260 | $576.0K | 0.02% | −297−3.9% | Reduced |
| Yorktown Management & Research Co Inc | 7,250 | $576.0K | 0.39% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 7,374 | $586.0K | 0.04% | +7,374 | New |
| Amundi | 7,917 | $599.0K | 0.00% | +6,840+635.1% | Added |
| Gsa Capital Partners LLP | 7,640 | $607.0K | 0.08% | +3,845+101.3% | Added |
| Crossmark Global Holdings, Inc. | 7,760 | $616.0K | 0.01% | −1,540−16.6% | Reduced |
| Verition Fund Management LLC | 7,802 | $620.0K | 0.01% | −10,322−57.0% | Reduced |
| Securian Asset Management, Inc | 7,833 | $622.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,663 | $646.0K | 0.00% | −704−7.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,170 | $649.0K | 0.07% | +8,170 | New |
| Advisor OS, LLC | 8,569 | $682.0K | 0.14% | +804+10.4% | Added |
| Precision Wealth Strategies, LLC | 8,949 | $711.0K | 0.51% | +513+6.1% | Added |
| Pacer Advisors, Inc. | 9,020 | $716.0K | 0.01% | +712+8.6% | Added |
| ETF Managers Group, LLC | 9,372 | $751.0K | 0.01% | +444+5.0% | Added |
| Capital Asset Advisory Services LLC | 9,469 | $752.0K | 0.08% | +631+7.1% | Added |
| Xponance, Inc. | 9,637 | $765.0K | 0.01% | −97−1.0% | Reduced |
| Mystic Asset Management, Inc. | 9,650 | $766.0K | 0.36% | +9,650 | New |
| SG Americas Securities, LLC | 9,738 | $773.0K | 0.01% | +2,109+27.6% | Added |
| Stonnington Group, LLC | 10,000 | $774.0K | 0.17% | +10,000 | New |
| State of Wisconsin Investment Board | 9,766 | $776.0K | 0.00% | −292−2.9% | Reduced |
| LVW Advisors, LLC | 10,109 | $803.0K | 0.14% | −70−0.7% | Reduced |
| Wealthsource Partners, LLC | 10,213 | $811.0K | 0.06% | −1,560−13.3% | Reduced |
| Central Trust Co | 10,324 | $820.0K | 0.02% | +7,712+295.3% | Added |
| Public Employees Retirement Association of Colorado | 10,765 | $855.0K | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,437 | $908.0K | 0.01% | 00.0% | Unchanged |
| Voya Investment Management LLC | 11,708 | $929.0K | 0.00% | −1,754−13.0% | Reduced |
| Astrantus Ltd | 11,850 | $941.0K | 0.70% | +11,850 | New |
| First Trust Advisors LP | 11,934 | $948.0K | 0.00% | +4,509+60.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,292 | $976.0K | 0.00% | +4,226+52.4% | Added |
| Walleye Trading LLC | 12,632 | $1.00M | 0.02% | −9,823−43.7% | Reduced |
| State of Alaska, Department of Revenue | 12,648 | $1.00M | 0.01% | −760−5.7% | Reduced |
| Dana Investment Advisors, Inc. | 13,178 | $1.05M | 0.05% | +586+4.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,484 | $1.15M | 0.02% | +55+0.4% | Added |
| Assenagon Asset Management S.A. | 14,903 | $1.18M | 0.00% | −71,272−82.7% | Reduced |
| First Capital Advisors Group, LLC. | 15,099 | $1.20M | 0.66% | +15,099 | New |
| Maven Securities LTD | 15,161 | $1.20M | 0.15% | +15,161 | New |
| ProShare Advisors LLC | 15,398 | $1.22M | 0.00% | +1,863+13.8% | Added |
| Metropolitan Life Insurance Co | 15,492 | $1.23M | 0.02% | −314−2.0% | Reduced |
| Capitolis Advisors LLC | 15,587 | $1.24M | 0.01% | +15,587 | New |
| LPL Financial LLC | 16,279 | $1.29M | 0.00% | −1,938−10.6% | Reduced |
| New Mexico Educational Retirement Board | 16,760 | $1.33M | 0.04% | 00.0% | Unchanged |
| Walleye Capital LLC | 16,758 | $1.33M | 0.04% | +16,758 | New |
| PEAK6 Investments LLC | 16,924 | $1.34M | 0.04% | +8,309+96.4% | Added |
| NewEdge Wealth, LLC | 17,002 | $1.35M | 0.06% | +494+3.0% | Added |
| Baker Tilly Wealth Management, LLC | 17,232 | $1.37M | 0.15% | +107+0.6% | Added |
| Teacher Retirement System of Texas | 17,282 | $1.37M | 0.01% | +4,123+31.3% | Added |
| Uncommon Cents Investing LLC | 17,325 | $1.38M | 0.52% | 00.0% | Unchanged |
| Occudo Quantitative Strategies LP | 17,442 | $1.39M | 0.12% | −17,185−49.6% | Reduced |
| Jump Financial, LLC | 17,461 | $1.39M | 0.09% | +11,219+179.7% | Added |
| FDx Advisors, Inc. | 17,679 | $1.40M | 0.04% | +1,275+7.8% | Added |
| Pin Oak Investment Advisors Inc | 17,915 | $1.42M | 1.44% | −2,540−12.4% | Reduced |
| APG Asset Management N.V. | 20,500 | $1.43M | 0.00% | −20,700−50.2% | Reduced |
| KB Financial Partners, LLC | 18,178 | $1.44M | 0.41% | −4,459−19.7% | Reduced |
| Gillson Capital LP | 18,747 | $1.49M | 0.10% | +18,747 | New |
| Credential Qtrade Securities Inc. | 19,833 | $1.58M | 0.11% | +682+3.6% | Added |
| Palouse Capital Management, Inc. | 19,881 | $1.58M | 0.67% | −10,869−35.3% | Reduced |
| Tudor Investment Corp Et Al | 20,858 | $1.66M | 0.03% | +20,858 | New |
| Guggenheim Capital LLC | 21,074 | $1.67M | 0.01% | −13,378−38.8% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 21,750 | $1.73M | 0.23% | −2,530−10.4% | Reduced |
| Paragon Capital Management Inc | 21,894 | $1.74M | 1.49% | +21,894 | New |
| State of Michigan Retirement System | 22,134 | $1.76M | 0.01% | +300+1.4% | Added |
| Louisiana State Employees Retirement System | 22,500 | $1.79M | 0.04% | +200+0.9% | Added |
| Thrivent Financial for Lutherans | 23,038 | $1.83M | 0.00% | +207+0.9% | Added |
| Ameritas Investment Partners, Inc. | 23,138 | $1.84M | 0.06% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 23,366 | $1.86M | 0.01% | +8,742+59.8% | Added |
| Vontobel Holding Ltd. | 23,443 | $1.88M | 0.02% | −12,879−35.5% | Reduced |
| Arizona State Retirement System | 23,773 | $1.89M | 0.01% | +1,509+6.8% | Added |
| Brown Brothers Harriman & Co | 24,089 | $1.91M | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 24,208 | $1.92M | 0.01% | −517−2.1% | Reduced |
| Banco Santander, S.A. | 24,446 | $1.94M | 0.01% | −5,815−19.2% | Reduced |