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 3 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, Q1 2022
Institutional positions in Interactive Brokers Group, Inc. as of Mar 31, 2022. 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
- 347
- +11 vs. Q4 2021
- Shares held
- 86.9M
- +1.30M (+1.5%) vs. Q4 2021
- Total value
- $5.73B
- −$1.07B (−15.8%) vs. Q4 2021
- New holders
- 54
- 144 more added
- Sold out
- 43
- 101 more reduced
3 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kayne Anderson Rudnick Investment Management LLC | 8,494,604 | $559.9M | 1.49% | −192,674−2.2% | Reduced |
| Vanguard Group Inc | 8,307,988 | $547.6M | 0.01% | +452,809+5.8% | Added |
| BlackRock Inc. | 7,277,972 | $479.7M | 0.01% | −94,514−1.3% | Reduced |
| Select Equity Group, L.P. | 6,038,789 | $398.0M | 1.30% | +332,931+5.8% | Added |
| Marshall Wace, LLP | 4,493,494 | $296.2M | 0.62% | +134,053+3.1% | Added |
| Bares Capital Management, Inc. | 4,000,911 | $263.7M | 6.14% | −1,186,400−22.9% | Reduced |
| Greenwich Wealth Management LLC | 3,732,994 | $246.0M | 25.12% | −1,984,955−34.7% | Reduced |
| Jarislowsky, Fraser Ltd | 2,345,683 | $154.6M | 0.82% | +128,517+5.8% | Added |
| State Street Corp | 2,261,234 | $149.0M | 0.01% | +30,803+1.4% | Added |
| Cantillon Capital Management LLC | 2,224,503 | $146.6M | 1.05% | +62,011+2.9% | Added |
| Samlyn Capital, LLC | 2,101,352 | $138.5M | 2.09% | +333,089+18.8% | Added |
| D. E. Shaw & Co., Inc. | 1,438,192 | $94.8M | 0.12% | +234,238+19.5% | Added |
| Millennium Management LLC | 1,372,984 | $90.5M | 0.11% | +898,016+189.1% | Added |
| Orbis Allan Gray Ltd | 1,238,691 | $81.6M | 0.60% | −11,516−0.9% | Reduced |
| Geode Capital Management, LLC | 1,160,899 | $76.5M | 0.01% | +40,699+3.6% | Added |
| 1832 Asset Management L.P. | 1,133,939 | $73.7M | 0.12% | +103,427+10.0% | Added |
| Wells Fargo & Company | 1,082,822 | $71.4M | 0.02% | +189,403+21.2% | Added |
| Antipodes Partners Ltd | 1,076,678 | $71.0M | 2.52% | +436,257+68.1% | Added |
| Ancient Art, L.P. | 1,010,349 | $66.6M | 8.81% | −125,651−11.1% | Reduced |
| TimesSquare Capital Management, LLC | 930,800 | $61.3M | 0.69% | +253,700+37.5% | Added |
| Morgan Stanley | 868,304 | $57.2M | 0.01% | +778,552+867.4% | Added |
| Park West Asset Management LLC | 867,581 | $57.2M | 2.03% | +551,500+174.5% | Added |
| Bank of New York Mellon Corp | 805,507 | $53.1M | 0.01% | +7,662+1.0% | Added |
| Bronte Capital Management Pty Ltd. | 784,456 | $51.7M | 7.30% | −72,329−8.4% | Reduced |
| Victory Capital Management Inc | 780,751 | $51.0M | 0.05% | +91,928+13.3% | Added |
| Norges Bank | 757,661 | $49.9M | 0.01% | 00.0% | Unchanged |
| Personal Capital Advisors Corp | 719,723 | $47.4M | 0.22% | +37,122+5.4% | Added |
| Northern Trust Corp | 652,742 | $43.0M | 0.01% | −7,810−1.2% | Reduced |
| Citadel Advisors LLC | 636,460 | $41.9M | 0.05% | −892,564−58.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 629,400 | $41.5M | 0.46% | +217,100+52.7% | Added |
| Montrusco Bolton Investments Inc. | 627,203 | $41.3M | 0.95% | +253,431+67.8% | Added |
| Prana Capital Management, LP | 530,977 | $35.0M | 2.79% | +98,307+22.7% | Added |
| Charles Schwab Investment Management Inc | 525,741 | $34.7M | 0.01% | +17,651+3.5% | Added |
| Azora Capital LP | 517,770 | $34.1M | 5.69% | +248,807+92.5% | Added |
| Ensign Peak Advisors, Inc | 389,937 | $25.7M | 0.05% | −139,670−26.4% | Reduced |
| Bank of Nova Scotia | 376,974 | $24.8M | 0.04% | +241,379+178.0% | Added |
| Los Angeles Capital Management LLC | 373,758 | $24.6M | 0.10% | +31,122+9.1% | Added |
| Majedie Asset Management Ltd | 362,847 | $23.9M | 1.96% | +20,159+5.9% | Added |
| Assenagon Asset Management S.A. | 332,397 | $21.9M | 0.07% | +317,494+2,130.4% | Added |
| LMR Partners LLP | 328,757 | $21.7M | 0.32% | +328,757 | New |
| Dimensional Fund Advisors LP | 317,283 | $20.9M | 0.01% | −11,143−3.4% | Reduced |
| Goldman Sachs Group Inc | 309,588 | $20.4M | 0.01% | −423,931−57.8% | Reduced |
| M.D. Sass Investors Services, Inc. | 305,423 | $20.1M | 3.44% | +305,423 | New |
| Oakcliff Capital Partners, LP | 299,847 | $19.8M | 10.25% | +38,000+14.5% | Added |
| Owls Nest Partners IA, LLC | 296,600 | $19.5M | 8.76% | −55,923−15.9% | Reduced |
| Principal Financial Group Inc | 296,429 | $19.5M | 0.01% | −240.0% | Reduced |
| Renaissance Technologies LLC | 277,300 | $18.3M | 0.02% | −201,300−42.1% | Reduced |
| Royal Bank of Canada | 259,218 | $17.1M | 0.00% | −32,550−11.2% | Reduced |
| Stifel Financial Corp | 252,876 | $16.7M | 0.02% | −14,696−5.5% | Reduced |
| Alliancebernstein L.P. | 223,031 | $14.7M | 0.01% | +93,354+72.0% | Added |
| Alyeska Investment Group, L.P. | 222,495 | $14.7M | 0.16% | −208,514−48.4% | Reduced |
| Man Group plc | 220,855 | $14.6M | 0.05% | −47,099−17.6% | Reduced |
| Susquehanna International Group, LLP | 216,609 | $14.3M | 0.02% | +59,604+38.0% | Added |
| Nuveen Asset Management, LLC | 215,049 | $14.1M | 0.00% | −2,055−0.9% | Reduced |
| Rhumbline Advisers | 212,722 | $14.0M | 0.02% | +6,237+3.0% | Added |
| Swiss National Bank | 208,900 | $13.8M | 0.01% | +14,500+7.5% | Added |
| Envestnet Asset Management Inc | 206,613 | $13.6M | 0.01% | +24,275+13.3% | Added |
| Gillson Capital LP | 199,772 | $13.2M | 1.05% | +181,025+965.6% | Added |
| Bridgewater Associates, LP | 192,548 | $12.7M | 0.05% | +192,548 | New |
| Brooktree Capital Management | 181,522 | $12.0M | 7.80% | +41,390+29.5% | Added |
| Heartland Advisors Inc | 175,144 | $11.5M | 0.72% | +41,067+30.6% | Added |
| Quinn Opportunity Partners LLC | 174,838 | $11.5M | 0.68% | +93,405+114.7% | Added |
| Legal & General Group Plc | 170,505 | $11.2M | 0.00% | +31,674+22.8% | Added |
| Noked Capital LTD | 166,650 | $11.0M | 3.34% | +137,550+472.7% | Added |
| Noked Israel Ltd | 166,650 | $11.0M | 3.34% | +137,550+472.7% | Added |
| California Public Employees Retirement System | 164,646 | $10.9M | 0.01% | −8,197−4.7% | Reduced |
| JPMorgan Chase & Co | 160,658 | $10.6M | 0.00% | +40,304+33.5% | Added |
| FMR LLC | 150,909 | $9.95M | 0.00% | +36,432+31.8% | Added |
| Gabelli Funds LLC | 150,249 | $9.90M | 0.07% | +2,000+1.3% | Added |
| American International Group, Inc. | 147,941 | $9.75M | 0.05% | +257+0.2% | Added |
| Full18 Capital LLC | 139,563 | $9.31M | 2.15% | +139,563 | New |
| State of Wisconsin Investment Board | 139,092 | $9.17M | 0.02% | +129,326+1,324.2% | Added |
| PenderFund Capital Management Ltd. | 110,700 | $9.12M | 2.23% | −18,800−14.5% | Reduced |
| Balyasny Asset Management LLC | 137,696 | $9.08M | 0.04% | +137,696 | New |
| Canada Pension Plan Investment Board | 135,800 | $8.95M | 0.01% | +133,048+4,834.6% | Added |
| Invesco Ltd. | 135,687 | $8.94M | 0.00% | +10,534+8.4% | Added |
| UBS Asset Management Americas Inc | 132,688 | $8.75M | 0.00% | +10,261+8.4% | Added |
| Federated Hermes, Inc. | 132,386 | $8.72M | 0.02% | +2,470+1.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 130,239 | $8.58M | 0.03% | +104,726+410.5% | Added |
| Ameriprise Financial Inc | 116,314 | $7.67M | 0.00% | −5,548−4.6% | Reduced |
| Retirement Systems of Alabama | 114,644 | $7.56M | 0.03% | +230+0.2% | Added |
| California State Teachers Retirement System | 109,968 | $7.25M | 0.01% | −8,793−7.4% | Reduced |
| Coronation Fund Managers Ltd. | 106,190 | $7.00M | 0.27% | +19,016+21.8% | Added |
| Credit Suisse AG | 105,261 | $6.94M | 0.01% | +7,695+7.9% | Added |
| Daiwa Securities Group Inc. | 103,261 | $6.81M | 0.04% | −5,000−4.6% | Reduced |
| State Board of Administration of Florida Retirement System | 99,175 | $6.54M | 0.01% | −720−0.7% | Reduced |
| Raymond James & Associates | 96,853 | $6.38M | 0.01% | −278,134−74.2% | Reduced |
| Parametric Portfolio Associates LLC | 96,432 | $6.36M | 0.00% | +11,891+14.1% | Added |
| Interval Partners, LP | 96,275 | $6.34M | 0.48% | +96,275 | New |
| EULAV Asset Management | 95,000 | $6.26M | 0.19% | +95,000 | New |
| New York State Common Retirement Fund | 93,979 | $6.19M | 0.01% | −2,713−2.8% | Reduced |
| HSBC Holdings PLC | 91,083 | $5.99M | 0.01% | −109,379−54.6% | Reduced |
| Janney Montgomery Scott LLC | 89,195 | $5.88M | 0.03% | −4,876−5.2% | Reduced |
| Bank of America Corp | 88,050 | $5.80M | 0.00% | −17,402−16.5% | Reduced |
| SEI Investments Co | 84,632 | $5.58M | 0.01% | +16,405+24.0% | Added |
| BNP Paribas Arbitrage, SA | 81,459 | $5.37M | 0.01% | +40,885+100.8% | Added |
| Mutual of America Capital Management LLC | 79,674 | $5.25M | 0.06% | +1,532+2.0% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 79,074 | $5.21M | 0.39% | −8,000−9.2% | Reduced |
| BIT Capital GmbH | 78,349 | $5.16M | 0.53% | +39,091+99.6% | Added |
| Manufacturers Life Insurance Company, The | 73,869 | $4.87M | 0.00% | −24,821−25.2% | Reduced |