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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 7,833 | $622.0K | 0.01% | 00.0% | Unchanged |
| Verition Fund Management LLC | 7,802 | $620.0K | 0.01% | −10,322−57.0% | Reduced |
| Crossmark Global Holdings, Inc. | 7,760 | $616.0K | 0.01% | −1,540−16.6% | Reduced |
| Gsa Capital Partners LLP | 7,640 | $607.0K | 0.08% | +3,845+101.3% | Added |
| Amundi | 7,917 | $599.0K | 0.00% | +6,840+635.1% | Added |
| Axxcess Wealth Management, LLC | 7,374 | $586.0K | 0.04% | +7,374 | New |
| 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 |
| Jane Street Group, LLC | 7,177 | $570.0K | 0.00% | +3,386+89.3% | Added |
| Hyman Charles D | 7,158 | $568.0K | 0.04% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 6,959 | $553.0K | 0.00% | +6,959 | New |
| CWM Advisors, LLC | 6,772 | $538.0K | 0.06% | +1,163+20.7% | Added |
| Paloma Partners Management Co | 6,674 | $530.0K | 0.02% | +6,674 | New |
| Intercontinental Wealth Advisors, LLC | 6,606 | $525.0K | 0.11% | +2,856+76.2% | Added |
| Russell Investments Group, Ltd. | 6,502 | $516.0K | 0.00% | −54,680−89.4% | Reduced |
| Ergoteles LLC | 6,439 | $511.0K | 0.02% | +6,439 | New |
| Prelude Capital Management, LLC | 6,296 | $500.0K | 0.02% | −23,392−78.8% | Reduced |
| Gamco Investors, Inc. Et Al | 6,100 | $484.0K | 0.00% | −2,425−28.4% | Reduced |
| Brown Advisory Inc | 6,045 | $480.0K | 0.00% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 6,032 | $479.0K | 0.02% | +2,185+56.8% | Added |
| Sciencast Management LP | 5,944 | $478.0K | 0.08% | +5,944 | New |
| Maryland State Retirement & Pension System | 5,840 | $464.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,836 | $463.0K | 0.27% | +5,836 | New |
| Algert Global LLC | 5,632 | $447.0K | 0.06% | −10,009−64.0% | Reduced |
| Graham Capital Management, L.P. | 5,473 | $434.0K | 0.02% | +5,473 | New |
| Pictet Asset Management SA | 5,426 | $431.0K | 0.00% | +26+0.5% | Added |
| First Citizens Bank & Trust Co | 5,408 | $430.0K | 0.02% | +1,169+27.6% | Added |
| FourThought Financial, LLC | 5,352 | $425.0K | 0.05% | −274−4.9% | Reduced |
| National Bank of Canada | 5,116 | $406.0K | 0.00% | +5,116 | New |
| Manteio Capital LLC | 4,946 | $393.0K | 0.51% | +4,946 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 4,817 | $383.0K | 0.00% | +4,817 | New |
| Boston Financial Mangement LLC | 4,678 | $372.0K | 0.01% | −5,705−54.9% | Reduced |
| Shelton Capital Management | 4,672 | $371.0K | 0.01% | 00.0% | Unchanged |
| swisspartners Ltd. | 4,600 | $370.0K | 0.26% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 4,622 | $367.0K | 0.01% | −2,678−36.7% | Reduced |
| MML Investors Services, LLC | 4,544 | $361.0K | 0.00% | +308+7.3% | Added |
| Profund Advisors LLC | 4,478 | $356.0K | 0.01% | −362−7.5% | Reduced |
| American Century Companies Inc | 4,401 | $350.0K | 0.00% | +4,401 | New |
| HBK Sorce Advisory LLC | 4,342 | $345.0K | 0.02% | +184+4.4% | Added |
| 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 |
| Tower Research Capital LLC (TRC) | 4,074 | $324.0K | 0.01% | −5,394−57.0% | Reduced |
| EverSource Wealth Advisors, LLC | 3,980 | $316.0K | 0.09% | +3,980 | New |
| Ibex Wealth Advisors | 3,847 | $306.0K | 0.05% | +3,847 | New |
| Synergy Financial Group, LTD | 3,736 | $297.0K | 0.27% | +3,736 | New |
| 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 |
| The PNC Financial Services Group, Inc. | 3,667 | $291.0K | 0.00% | +383+11.7% | Added |
| HighTower Advisors, LLC | 3,583 | $282.0K | 0.00% | +321+9.8% | Added |
| Bridgefront Capital, LLC | 3,509 | $279.0K | 0.27% | +3,509 | New |
| Mitchell & Pahl Private Wealth, LLC | 3,447 | $274.0K | 0.18% | +3,447 | New |
| Gyon Technologies Capital Management, LP | 3,443 | $273.0K | 0.05% | +3,443 | New |
| MQS Management LLC | 3,424 | $272.0K | 0.44% | +3,424 | New |
| DCM Advisors, LLC | 3,335 | $265.0K | 0.08% | +3,335 | New |
| 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 |
| Virtu Financial LLC | 3,214 | $255.0K | 0.03% | −12,013−78.9% | Reduced |
| Creative Planning | 3,195 | $254.0K | 0.00% | +3,195 | New |
| Kestra Advisory Services, LLC | 3,146 | $250.0K | 0.00% | −147−4.5% | Reduced |
| Caxton Associates LP | 3,115 | $247.0K | 0.03% | +3,115 | New |
| Seven Eight Capital, LP | 2,987 | $237.0K | 0.04% | +2,987 | New |
| Eaton Vance Management | 2,827 | $224.0K | 0.00% | +8+0.3% | Added |
| Commonwealth Equity Services, LLC | 2,791 | $221.0K | 0.00% | +2,791 | New |
| Aureus Asset Management, LLC | 2,772 | $220.0K | 0.01% | +2,772 | New |
| Canada Pension Plan Investment Board | 2,752 | $218.0K | 0.00% | +2,548+1,249.0% | Added |
| Crewe Advisors LLC | 2,548 | $202.0K | 0.04% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 2,410 | $191.0K | 0.09% | +2,410 | New |
| Captrust Financial Advisors | 2,316 | $184.0K | 0.00% | −922−28.5% | Reduced |
| American Portfolios Advisors | 2,292 | $182.0K | 0.01% | +2,292 | New |
| State of Wyoming | 2,264 | $180.0K | 0.08% | −59−2.5% | Reduced |
| Covestor Ltd | 2,268 | $180.0K | 0.25% | +2,268 | New |
| Macquarie Group Ltd | 2,028 | $161.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,895 | $151.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 1,660 | $132.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,650 | $131.0K | 0.07% | +1,650 | New |
| DekaBank Deutsche Girozentrale | 1,553 | $124.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,495 | $119.0K | 0.00% | +256+20.7% | Added |
| Markston International LLC | 1,400 | $111.0K | 0.11% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $104.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 1,137 | $90.0K | 0.02% | +1,137 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,010 | $81.0K | 0.00% | −365−26.5% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $80.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,012 | $80.0K | 0.05% | −94−8.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,000 | $79.0K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 876 | $69.2K | 0.00% | +876 | New |
| Koshinski Asset Management, Inc. | 826 | $65.6K | 0.01% | +25+3.1% | Added |
| Penserra Capital Management LLC | 764 | $60.0K | 0.00% | +284+59.2% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 738 | $59.0K | 0.00% | +738 | New |
| Rockefeller Capital Management L.P. | 647 | $50.0K | 0.00% | −205−24.1% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $48.0K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 596 | $47.0K | 0.01% | +596 | New |
| Vestcor Inc | 547 | $43.0K | 0.00% | −62−10.2% | Reduced |
| JFS Wealth Advisors, LLC | 511 | $41.0K | 0.00% | +511 | New |
| Washington Trust Co | 500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 500 | $40.0K | 0.01% | +500 | New |
| Neo Ivy Capital Management | 485 | $39.0K | 0.06% | +485 | New |
| Westpac Banking Corp | 380 | $30.2K | 0.00% | +380 | New |
| Fifth Third Bancorp | 381 | $30.0K | 0.00% | +160+72.4% | Added |
| Quent Capital, LLC | 352 | $28.0K | 0.01% | +352 | New |
| Nisa Investment Advisors, LLC | 400 | $27.0K | 0.00% | 00.0% | Unchanged |