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 |
|---|---|---|---|---|---|
| Atria Investments LLC | 52,898 | $4.20M | 0.07% | −2,721−4.9% | Reduced |
| State of Tennessee, Treasury Department | 51,585 | $4.10M | 0.02% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 50,212 | $3.99M | 0.01% | +2,967+6.3% | Added |
| Harbor Advisors LLC | 49,558 | $3.94M | 0.73% | 00.0% | Unchanged |
| Winton Group Ltd | 49,173 | $3.90M | 0.24% | +14,637+42.4% | Added |
| Marks Group Wealth Management, Inc | 49,149 | $3.90M | 0.48% | +1,572+3.3% | Added |
| New York State Teachers Retirement System | 48,629 | $3.86M | 0.01% | +10,156+26.4% | Added |
| Janus Henderson Group PLC | 48,262 | $3.83M | 0.00% | +9,547+24.7% | Added |
| Yousif Capital Management, LLC | 46,581 | $3.70M | 0.04% | +46,581 | New |
| AWH Capital, L.P. | 45,000 | $3.57M | 3.31% | +3,000+7.1% | Added |
| HRT Financial LP | 44,792 | $3.56M | 0.02% | +44,792 | New |
| Public Employees Retirement System of Ohio | 43,845 | $3.48M | 0.01% | −1,483−3.3% | Reduced |
| Deutsche Bank AG | 42,999 | $3.42M | 0.00% | +13,579+46.2% | Added |
| Rafferty Asset Management, LLC | 42,359 | $3.36M | 0.02% | +3,805+9.9% | Added |
| MetLife Investment Management | 42,342 | $3.36M | 0.03% | +380+0.9% | Added |
| Quantbot Technologies LP | 41,591 | $3.30M | 0.27% | −4,586−9.9% | Reduced |
| SkyView Investment Advisors, LLC | 32,330 | $3.25M | 0.73% | −7,721−19.3% | Reduced |
| BNP Paribas Arbitrage, SA | 40,574 | $3.22M | 0.01% | +5,901+17.0% | Added |
| US Bancorp | 39,829 | $3.16M | 0.00% | +1,587+4.1% | Added |
| BIT Capital GmbH | 39,258 | $3.12M | 0.24% | +25,923+194.4% | Added |
| Citigroup Inc | 36,029 | $2.86M | 0.00% | +3,223+9.8% | Added |
| Crestline Management, LP | 35,066 | $2.79M | 0.21% | +35,066 | New |
| Handelsbanken Fonder AB | 34,914 | $2.77M | 0.01% | −7,558−17.8% | Reduced |
| Comerica Bank | 41,409 | $2.72M | 0.02% | +1,374+3.4% | Added |
| Bridges Investment Management Inc | 33,800 | $2.68M | 0.08% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 33,669 | $2.67M | 0.03% | +1,129+3.5% | Added |
| Advisor Group Holdings, Inc. | 32,288 | $2.57M | 0.00% | +1,369+4.4% | Added |
| TD Private Client Wealth LLC | 31,570 | $2.51M | 0.10% | −1,131−3.5% | Reduced |
| Neuberger Berman Group LLC | 30,428 | $2.37M | 0.00% | +576+1.9% | Added |
| Treasurer of the State of North Carolina | 29,112 | $2.31M | 0.01% | +200+0.7% | 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 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 28,969 | $2.30M | 0.02% | +112+0.4% | Added |
| Oregon Public Employees Retirement Fund | 28,428 | $2.26M | 0.02% | +1,200+4.4% | Added |
| Price T Rowe Associates Inc | 26,033 | $2.07M | 0.00% | −1,568−5.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 25,513 | $2.03M | 0.00% | +25,000+4,873.3% | Added |
| Pinebridge Investments, L.P. | 25,109 | $1.99M | 0.02% | +8,040+47.1% | Added |
| Toronto Dominion Bank | 24,906 | $1.98M | 0.00% | +24,151+3,198.8% | Added |
| Banco Santander, S.A. | 24,446 | $1.94M | 0.01% | −5,815−19.2% | Reduced |
| M&T Bank Corp | 24,208 | $1.92M | 0.01% | −517−2.1% | Reduced |
| Brown Brothers Harriman & Co | 24,089 | $1.91M | 0.01% | 00.0% | Unchanged |
| Arizona State Retirement System | 23,773 | $1.89M | 0.01% | +1,509+6.8% | Added |
| Vontobel Holding Ltd. | 23,443 | $1.88M | 0.02% | −12,879−35.5% | Reduced |
| Squarepoint Ops LLC | 23,366 | $1.86M | 0.01% | +8,742+59.8% | Added |
| Ameritas Investment Partners, Inc. | 23,138 | $1.84M | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 23,038 | $1.83M | 0.00% | +207+0.9% | Added |
| Louisiana State Employees Retirement System | 22,500 | $1.79M | 0.04% | +200+0.9% | Added |
| State of Michigan Retirement System | 22,134 | $1.76M | 0.01% | +300+1.4% | Added |
| Paragon Capital Management Inc | 21,894 | $1.74M | 1.49% | +21,894 | New |
| Gabelli & Co Investment Advisers, Inc. | 21,750 | $1.73M | 0.23% | −2,530−10.4% | Reduced |
| Guggenheim Capital LLC | 21,074 | $1.67M | 0.01% | −13,378−38.8% | Reduced |
| Tudor Investment Corp Et Al | 20,858 | $1.66M | 0.03% | +20,858 | New |
| Palouse Capital Management, Inc. | 19,881 | $1.58M | 0.67% | −10,869−35.3% | Reduced |
| Credential Qtrade Securities Inc. | 19,833 | $1.58M | 0.11% | +682+3.6% | Added |
| Gillson Capital LP | 18,747 | $1.49M | 0.10% | +18,747 | New |
| KB Financial Partners, LLC | 18,178 | $1.44M | 0.41% | −4,459−19.7% | Reduced |
| APG Asset Management N.V. | 20,500 | $1.43M | 0.00% | −20,700−50.2% | Reduced |
| Pin Oak Investment Advisors Inc | 17,915 | $1.42M | 1.44% | −2,540−12.4% | Reduced |
| FDx Advisors, Inc. | 17,679 | $1.40M | 0.04% | +1,275+7.8% | Added |
| Jump Financial, LLC | 17,461 | $1.39M | 0.09% | +11,219+179.7% | Added |
| Occudo Quantitative Strategies LP | 17,442 | $1.39M | 0.12% | −17,185−49.6% | Reduced |
| Uncommon Cents Investing LLC | 17,325 | $1.38M | 0.52% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,282 | $1.37M | 0.01% | +4,123+31.3% | Added |
| Baker Tilly Wealth Management, LLC | 17,232 | $1.37M | 0.15% | +107+0.6% | Added |
| NewEdge Wealth, LLC | 17,002 | $1.35M | 0.06% | +494+3.0% | Added |
| PEAK6 Investments LLC | 16,924 | $1.34M | 0.04% | +8,309+96.4% | Added |
| 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 |
| LPL Financial LLC | 16,279 | $1.29M | 0.00% | −1,938−10.6% | Reduced |
| Capitolis Advisors LLC | 15,587 | $1.24M | 0.01% | +15,587 | New |
| Metropolitan Life Insurance Co | 15,492 | $1.23M | 0.02% | −314−2.0% | Reduced |
| ProShare Advisors LLC | 15,398 | $1.22M | 0.00% | +1,863+13.8% | Added |
| Maven Securities LTD | 15,161 | $1.20M | 0.15% | +15,161 | New |
| First Capital Advisors Group, LLC. | 15,099 | $1.20M | 0.66% | +15,099 | New |
| Assenagon Asset Management S.A. | 14,903 | $1.18M | 0.00% | −71,272−82.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,484 | $1.15M | 0.02% | +55+0.4% | Added |
| Dana Investment Advisors, Inc. | 13,178 | $1.05M | 0.05% | +586+4.7% | Added |
| State of Alaska, Department of Revenue | 12,648 | $1.00M | 0.01% | −760−5.7% | Reduced |
| Walleye Trading LLC | 12,632 | $1.00M | 0.02% | −9,823−43.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,292 | $976.0K | 0.00% | +4,226+52.4% | Added |
| First Trust Advisors LP | 11,934 | $948.0K | 0.00% | +4,509+60.7% | Added |
| Astrantus Ltd | 11,850 | $941.0K | 0.70% | +11,850 | New |
| Voya Investment Management LLC | 11,708 | $929.0K | 0.00% | −1,754−13.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 11,437 | $908.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,765 | $855.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10,324 | $820.0K | 0.02% | +7,712+295.3% | Added |
| Wealthsource Partners, LLC | 10,213 | $811.0K | 0.06% | −1,560−13.3% | Reduced |
| LVW Advisors, LLC | 10,109 | $803.0K | 0.14% | −70−0.7% | Reduced |
| State of Wisconsin Investment Board | 9,766 | $776.0K | 0.00% | −292−2.9% | Reduced |
| Stonnington Group, LLC | 10,000 | $774.0K | 0.17% | +10,000 | New |
| SG Americas Securities, LLC | 9,738 | $773.0K | 0.01% | +2,109+27.6% | Added |
| Mystic Asset Management, Inc. | 9,650 | $766.0K | 0.36% | +9,650 | New |
| Xponance, Inc. | 9,637 | $765.0K | 0.01% | −97−1.0% | Reduced |
| Capital Asset Advisory Services LLC | 9,469 | $752.0K | 0.08% | +631+7.1% | Added |
| ETF Managers Group, LLC | 9,372 | $751.0K | 0.01% | +444+5.0% | Added |
| Pacer Advisors, Inc. | 9,020 | $716.0K | 0.01% | +712+8.6% | Added |
| Precision Wealth Strategies, LLC | 8,949 | $711.0K | 0.51% | +513+6.1% | Added |
| Advisor OS, LLC | 8,569 | $682.0K | 0.14% | +804+10.4% | Added |
| Dynamic Technology Lab Private Ltd | 8,170 | $649.0K | 0.07% | +8,170 | New |
| Prudential Financial Inc | 8,663 | $646.0K | 0.00% | −704−7.5% | Reduced |