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, 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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 1 | $0 | 0.00% | −17−94.4% | Reduced |
| Allworth Financial LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 2 | $0 | 0.00% | −3−60.0% | Reduced |
| Lazard Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Glassman Wealth Services | 4 | $0 | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 6 | $0 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | +4 | New |
| Cordant, Inc. | 6 | $0 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 1 | $0 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | −16−59.3% | Reduced |
| Lake Point Wealth Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Versant Capital Management, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| Toth Financial Advisory Corp | 15 | $1.00K | 0.00% | +15 | New |
| Bessemer Group Inc | 30 | $2.00K | 0.00% | −72−70.6% | Reduced |
| Earnest Partners LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 27 | $2.00K | 0.00% | +11+68.8% | Added |
| Loomis Sayles & Co L P | 36 | $2.00K | 0.00% | +36 | New |
| Clear Street Markets LLC | 30 | $2.00K | 0.00% | +30 | New |
| TCWP LLC | 34 | $2.00K | 0.00% | +34 | New |
| Laffer Tengler Investments | 59 | $3.89K | 0.00% | +59 | New |
| Thomas J. Herzfeld Advisors, Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 58 | $4.00K | 0.00% | +16+38.1% | Added |
| Parallel Advisors, LLC | 60 | $4.00K | 0.00% | +49+445.5% | Added |
| Allspring Global Investments Holdings, LLC | 70 | $4.00K | 0.00% | +70 | New |
| Meeder Asset Management Inc | 82 | $5.00K | 0.00% | +13+18.8% | Added |
| Signaturefd, LLC | 95 | $6.00K | 0.00% | +43+82.7% | Added |
| MUFG Americas Holdings Corp | 137 | $9.00K | 0.00% | +137 | New |
| Whittier Trust Co of Nevada Inc | 130 | $9.00K | 0.00% | +130 | New |
| TD Waterhouse Canada Inc. | 113 | $9.22K | 0.00% | −763−87.1% | Reduced |
| First Horizon Advisors, Inc. | 182 | $12.0K | 0.00% | −154−45.8% | Reduced |
| Private Capital Group, LLC | 193 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 226 | $15.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 265 | $18.0K | 0.00% | +81+44.0% | Added |
| CWM, LLC | 275 | $18.0K | 0.00% | +229+497.8% | Added |
| Geneos Wealth Management Inc. | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 213 | $19.0K | 0.00% | +212+21,200.0% | Added |
| Gemmer Asset Management LLC | 310 | $20.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 303 | $20.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 348 | $23.0K | 0.01% | +18+5.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 352 | $23.0K | 0.00% | +352 | New |
| Counterpoint Mutual Funds LLC | 344 | $23.0K | 0.02% | +344 | New |
| Fifth Third Bancorp | 367 | $24.0K | 0.00% | −14−3.7% | Reduced |
| Westpac Banking Corp | 380 | $25.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 420 | $28.0K | 0.00% | +367+692.5% | Added |
| Lindbrook Capital, LLC | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 515 | $34.0K | 0.00% | +4+0.8% | Added |
| Rockefeller Capital Management L.P. | 567 | $36.0K | 0.00% | −80−12.4% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $40.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 611 | $40.0K | 0.22% | +611 | New |
| Penserra Capital Management LLC | 769 | $45.0K | 0.00% | +5+0.7% | Added |
| Quent Capital, LLC | 718 | $47.0K | 0.01% | +366+104.0% | Added |
| Toronto Dominion Bank | 755 | $50.0K | 0.00% | −24,151−97.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 880 | $59.0K | 0.00% | −130−12.9% | Reduced |
| KBC Group NV | 914 | $60.0K | 0.00% | +914 | New |
| Cutler Group LP | 922 | $60.0K | 0.01% | +922 | New |
| Koshinski Asset Management, Inc. | 988 | $65.1K | 0.01% | +162+19.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $66.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,020 | $67.0K | 0.04% | +8+0.8% | Added |
| Spire Wealth Management | 1,063 | $70.0K | 0.00% | −432−28.9% | Reduced |
| CVA Family Office, LLC | 1,137 | $75.0K | 0.02% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,138 | $76.0K | 0.07% | +653+134.6% | Added |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $86.0K | 0.01% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 1,529 | $101.0K | 0.00% | −5,731−78.9% | Reduced |
| State of Wyoming | 1,588 | $105.0K | 0.05% | −676−29.9% | Reduced |
| DekaBank Deutsche Girozentrale | 1,553 | $105.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,650 | $109.0K | 0.06% | 00.0% | Unchanged |
| Macquarie Group Ltd | 2,028 | $134.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,270 | $150.0K | 0.10% | +2+0.1% | Added |
| Bartlett & Co. Wealth Management LLC | 2,360 | $155.5K | 0.00% | +2,360 | New |
| Bartlett & Co. LLC | 2,360 | $156.0K | 0.00% | +2,360 | New |
| Prospera Financial Services Inc | 2,380 | $157.0K | 0.01% | +2,380 | New |
| Crewe Advisors LLC | 2,548 | $168.0K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,569 | $168.0K | 0.00% | +2,569 | New |
| Tower Research Capital LLC (TRC) | 2,885 | $190.0K | 0.00% | −1,189−29.2% | Reduced |
| Mercer Global Advisors Inc | 3,064 | $202.0K | 0.00% | +3,064 | New |
| Commonwealth Equity Services, LLC | 3,291 | $216.0K | 0.00% | +500+17.9% | Added |
| Kestra Advisory Services, LLC | 3,414 | $225.0K | 0.00% | +268+8.5% | Added |
| Captrust Financial Advisors | 3,436 | $226.0K | 0.00% | +1,120+48.4% | Added |
| Gsa Capital Partners LLP | 3,496 | $230.0K | 0.03% | −4,144−54.2% | Reduced |
| Brown Advisory Inc | 3,505 | $231.0K | 0.00% | −2,540−42.0% | Reduced |
| Synergy Financial Group, LTD | 3,593 | $237.0K | 0.25% | −143−3.8% | Reduced |
| MAI Capital Management | 3,701 | $244.0K | 0.00% | +2+0.1% | Added |
| HBK Sorce Advisory LLC | 3,713 | $245.0K | 0.01% | −629−14.5% | Reduced |
| MQS Management LLC | 3,810 | $251.0K | 0.20% | +386+11.3% | Added |
| Gladstone Institutional Advisory LLC | 3,837 | $253.0K | 0.02% | +3,837 | New |
| HighTower Advisors, LLC | 3,966 | $261.0K | 0.00% | +383+10.7% | Added |
| JustInvest LLC | 4,056 | $267.0K | 0.01% | +4,056 | New |
| AlphaCrest Capital Management LLC | 4,078 | $269.0K | 0.02% | −544−11.8% | Reduced |