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 |
|---|---|---|---|---|---|
| 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 |
| Gemmer Asset Management LLC | 310 | $25.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 303 | $24.0K | 0.00% | −121−28.5% | Reduced |
| Geneos Wealth Management Inc. | 300 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $22.0K | 0.01% | −204−42.1% | Reduced |
| Adirondack Trust Co | 250 | $20.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 250 | $19.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 226 | $18.0K | 0.00% | +226 | 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 |
| Reilly Financial Advisors, LLC | 168 | $13.0K | 0.00% | +168 | New |
| Bessemer Group Inc | 102 | $8.00K | 0.00% | −257−71.6% | Reduced |
| Meeder Asset Management Inc | 69 | $5.00K | 0.00% | +13+23.2% | Added |
| 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 |
| Parkside Financial Bank & Trust | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Sutton Wealth Advisors Inc. | 11 | $874 | 0.00% | +11 | New |
| 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 |
| IFP Advisors, Inc | 1 | – | – | +1 | New |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −127,500−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −68,867−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −48,724−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| NN Investment Partners Holdings N.V. | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −14,064−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −11,412−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,991−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,661−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −5,805−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,438−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −5,351−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −4,184−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| Haverford Trust Co | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,344−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −1,934−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −305−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Marshall Wace Asia Ltd | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |