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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 24,906 | $1.98M | 0.00% | +24,151+3,198.8% | Added |
| Pinebridge Investments, L.P. | 25,109 | $1.99M | 0.02% | +8,040+47.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 25,513 | $2.03M | 0.00% | +25,000+4,873.3% | Added |
| Price T Rowe Associates Inc | 26,033 | $2.07M | 0.00% | −1,568−5.7% | Reduced |
| Oregon Public Employees Retirement Fund | 28,428 | $2.26M | 0.02% | +1,200+4.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,969 | $2.30M | 0.02% | +112+0.4% | Added |
| Noked Capital LTD | 29,100 | $2.31M | 0.57% | +10,700+58.2% | Added |
| Noked Israel Ltd | 29,100 | $2.31M | 0.57% | +10,700+58.2% | Added |
| Treasurer of the State of North Carolina | 29,112 | $2.31M | 0.01% | +200+0.7% | Added |
| Neuberger Berman Group LLC | 30,428 | $2.37M | 0.00% | +576+1.9% | Added |
| TD Private Client Wealth LLC | 31,570 | $2.51M | 0.10% | −1,131−3.5% | Reduced |
| Advisor Group Holdings, Inc. | 32,288 | $2.57M | 0.00% | +1,369+4.4% | Added |
| Federation des caisses Desjardins du Quebec | 33,669 | $2.67M | 0.03% | +1,129+3.5% | Added |
| Bridges Investment Management Inc | 33,800 | $2.68M | 0.08% | 00.0% | Unchanged |
| Comerica Bank | 41,409 | $2.72M | 0.02% | +1,374+3.4% | Added |
| Handelsbanken Fonder AB | 34,914 | $2.77M | 0.01% | −7,558−17.8% | Reduced |
| Crestline Management, LP | 35,066 | $2.79M | 0.21% | +35,066 | New |
| Citigroup Inc | 36,029 | $2.86M | 0.00% | +3,223+9.8% | Added |
| BIT Capital GmbH | 39,258 | $3.12M | 0.24% | +25,923+194.4% | Added |
| US Bancorp | 39,829 | $3.16M | 0.00% | +1,587+4.1% | Added |
| BNP Paribas Arbitrage, SA | 40,574 | $3.22M | 0.01% | +5,901+17.0% | Added |
| SkyView Investment Advisors, LLC | 32,330 | $3.25M | 0.73% | −7,721−19.3% | Reduced |
| Quantbot Technologies LP | 41,591 | $3.30M | 0.27% | −4,586−9.9% | Reduced |
| MetLife Investment Management | 42,342 | $3.36M | 0.03% | +380+0.9% | Added |
| Rafferty Asset Management, LLC | 42,359 | $3.36M | 0.02% | +3,805+9.9% | Added |
| Deutsche Bank AG | 42,999 | $3.42M | 0.00% | +13,579+46.2% | Added |
| Public Employees Retirement System of Ohio | 43,845 | $3.48M | 0.01% | −1,483−3.3% | Reduced |
| HRT Financial LP | 44,792 | $3.56M | 0.02% | +44,792 | New |
| AWH Capital, L.P. | 45,000 | $3.57M | 3.31% | +3,000+7.1% | Added |
| Yousif Capital Management, LLC | 46,581 | $3.70M | 0.04% | +46,581 | New |
| Janus Henderson Group PLC | 48,262 | $3.83M | 0.00% | +9,547+24.7% | Added |
| New York State Teachers Retirement System | 48,629 | $3.86M | 0.01% | +10,156+26.4% | Added |
| Marks Group Wealth Management, Inc | 49,149 | $3.90M | 0.48% | +1,572+3.3% | Added |
| Winton Group Ltd | 49,173 | $3.90M | 0.24% | +14,637+42.4% | Added |
| Harbor Advisors LLC | 49,558 | $3.94M | 0.73% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 50,212 | $3.99M | 0.01% | +2,967+6.3% | Added |
| State of Tennessee, Treasury Department | 51,585 | $4.10M | 0.02% | 00.0% | Unchanged |
| Atria Investments LLC | 52,898 | $4.20M | 0.07% | −2,721−4.9% | Reduced |
| Truist Financial Corp | 53,236 | $4.23M | 0.01% | +4,147+8.4% | Added |
| UBS Group AG | 54,878 | $4.36M | 0.00% | −91,926−62.6% | Reduced |
| Amalgamated Bank | 55,253 | $4.39M | 0.03% | −5,778−9.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 58,036 | $4.61M | 0.01% | +5,737+11.0% | Added |
| Great West Life Assurance Co | 62,252 | $4.94M | 0.01% | +4,144+7.1% | Added |
| Texas Permanent School Fund | 63,270 | $5.03M | 0.06% | −1,344−2.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 67,841 | $5.39M | 0.30% | +4,616+7.3% | Added |
| SEI Investments Co | 68,227 | $5.42M | 0.01% | −2,258−3.2% | Reduced |
| Point72 Asset Management, L.P. | 75,700 | $6.01M | 0.03% | +75,700 | New |
| Mutual of America Capital Management LLC | 78,142 | $6.21M | 0.06% | +1,216+1.6% | Added |
| Quinn Opportunity Partners LLC | 81,433 | $6.47M | 0.39% | +24,103+42.0% | Added |
| Parametric Portfolio Associates LLC | 84,541 | $6.71M | 0.00% | +6,379+8.2% | Added |
| TownSquare Capital, LLC | 86,823 | $6.90M | 0.17% | +3,340+4.0% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 87,074 | $6.92M | 0.48% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 87,174 | $6.92M | 0.25% | +87,174 | New |
| Morgan Stanley | 89,752 | $7.13M | 0.00% | −114,641−56.1% | Reduced |
| Cubist Systematic Strategies, LLC | 90,289 | $7.17M | 0.07% | −53,122−37.0% | Reduced |
| Janney Montgomery Scott LLC | 94,071 | $7.47M | 0.03% | +437+0.5% | Added |
| Van Den Berg Management I, Inc | 94,954 | $7.54M | 1.37% | −1,223−1.3% | Reduced |
| New York State Common Retirement Fund | 96,692 | $7.68M | 0.01% | +120.0% | Added |
| Credit Suisse AG | 97,566 | $7.75M | 0.01% | −10,901−10.1% | Reduced |
| Manufacturers Life Insurance Company, The | 98,690 | $7.84M | 0.00% | −1,722−1.7% | Reduced |
| State Board of Administration of Florida Retirement System | 99,895 | $7.93M | 0.01% | −604−0.6% | Reduced |
| Bank of America Corp | 105,452 | $8.38M | 0.00% | +2,607+2.5% | Added |
| Daiwa Securities Group Inc. | 108,261 | $8.60M | 0.05% | +7,500+7.4% | Added |
| One01 Capital, LP | 112,719 | $8.95M | 3.65% | +112,719 | New |
| Retirement Systems of Alabama | 114,414 | $9.09M | 0.03% | +1,316+1.2% | Added |
| FMR LLC | 114,477 | $9.09M | 0.00% | +69,106+152.3% | Added |
| California State Teachers Retirement System | 118,761 | $9.43M | 0.01% | −17,365−12.8% | Reduced |
| JPMorgan Chase & Co | 120,354 | $9.56M | 0.00% | +1,832+1.5% | Added |
| Ameriprise Financial Inc | 121,862 | $9.68M | 0.00% | −1,517−1.2% | Reduced |
| UBS Asset Management Americas Inc | 122,427 | $9.72M | 0.00% | −4,872−3.8% | Reduced |
| Invesco Ltd. | 125,153 | $9.94M | 0.00% | −80,868−39.3% | Reduced |
| Alliancebernstein L.P. | 129,677 | $10.3M | 0.00% | +245+0.2% | Added |
| Federated Hermes, Inc. | 129,916 | $10.3M | 0.02% | +1,780+1.4% | Added |
| Heartland Advisors Inc | 134,077 | $10.6M | 0.62% | +58,307+77.0% | Added |
| Bank of Nova Scotia | 135,595 | $10.8M | 0.02% | −22,425−14.2% | Reduced |
| Legal & General Group Plc | 138,831 | $11.0M | 0.00% | +8,365+6.4% | Added |
| Brooktree Capital Management | 140,132 | $11.1M | 6.80% | +1,135+0.8% | Added |
| American International Group, Inc. | 147,684 | $11.7M | 0.06% | −2,669−1.8% | Reduced |
| Gabelli Funds LLC | 148,249 | $11.8M | 0.07% | −4,500−2.9% | Reduced |
| Susquehanna International Group, LLP | 157,005 | $12.5M | 0.02% | −22,151−12.4% | Reduced |
| PenderFund Capital Management Ltd. | 129,500 | $13.0M | 2.95% | −3,800−2.9% | Reduced |
| California Public Employees Retirement System | 172,843 | $13.7M | 0.01% | −7,930−4.4% | Reduced |
| Envestnet Asset Management Inc | 182,338 | $14.5M | 0.01% | +16,294+9.8% | Added |
| Swiss National Bank | 194,400 | $15.4M | 0.01% | +13,800+7.6% | Added |
| HSBC Holdings PLC | 200,462 | $16.0M | 0.02% | +96,267+92.4% | Added |
| Rhumbline Advisers | 206,485 | $16.4M | 0.02% | +7,695+3.9% | Added |
| Nuveen Asset Management, LLC | 217,104 | $16.6M | 0.00% | −13,495−5.9% | Reduced |
| Barclays PLC | 216,902 | $17.2M | 0.01% | −89,090−29.1% | Reduced |
| Oakcliff Capital Partners, LP | 261,847 | $20.8M | 9.50% | 00.0% | Unchanged |
| Stifel Financial Corp | 267,572 | $21.3M | 0.03% | +14,400+5.7% | Added |
| Man Group plc | 267,954 | $21.3M | 0.07% | +13,050+5.1% | Added |
| Azora Capital LP | 268,963 | $21.4M | 3.34% | +130,642+94.4% | Added |
| Royal Bank of Canada | 291,768 | $23.2M | 0.01% | +54,221+22.8% | Added |
| Principal Financial Group Inc | 296,453 | $23.5M | 0.01% | −4,952−1.6% | Reduced |
| Park West Asset Management LLC | 316,081 | $25.1M | 0.73% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 328,426 | $26.1M | 0.01% | −34,590−9.5% | Reduced |
| Twin Tree Management, LP | 335,753 | $26.7M | 0.65% | +189,362+129.4% | Added |
| Los Angeles Capital Management LLC | 342,636 | $27.2M | 0.10% | −3,660−1.1% | Reduced |
| Majedie Asset Management Ltd | 342,688 | $27.2M | 2.07% | +5,925+1.8% | Added |
| Owls Nest Partners IA, LLC | 352,523 | $28.0M | 10.68% | −13,254−3.6% | Reduced |