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 |
|---|---|---|---|---|---|
| CIBC Asset Management Inc | 4,200 | $277.0K | 0.00% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,200 | $277.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 4,199 | $278.0K | 0.00% | +532+14.5% | Added |
| Simplex Trading, LLC | 4,224 | $278.0K | 0.01% | +924+28.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 4,275 | $282.0K | 0.18% | +828+24.0% | Added |
| Axxcess Wealth Management, LLC | 4,407 | $290.0K | 0.02% | −2,967−40.2% | Reduced |
| First Citizens Bank & Trust Co | 4,603 | $303.0K | 0.01% | −805−14.9% | Reduced |
| swisspartners Ltd. | 4,600 | $303.0K | 0.24% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,628 | $305.0K | 0.01% | +150+3.3% | Added |
| Shelton Capital Management | 4,672 | $308.0K | 0.01% | 00.0% | Unchanged |
| Doliver Advisors, LP | 4,935 | $325.0K | 0.10% | +4,935 | New |
| Heritage Wealth Management, LLC | 5,041 | $332.0K | 0.09% | +5,041 | New |
| DCM Advisors, LLC | 5,067 | $334.0K | 0.12% | +1,732+51.9% | Added |
| Campbell & CO Investment Adviser LLC | 5,159 | $340.0K | 0.09% | +5,159 | New |
| MML Investors Services, LLC | 5,260 | $347.0K | 0.00% | +716+15.8% | Added |
| FourThought Financial, LLC | 5,527 | $364.0K | 0.05% | +175+3.3% | Added |
| CenterBook Partners LP | 5,702 | $376.0K | 0.13% | −134−2.3% | Reduced |
| Maryland State Retirement & Pension System | 5,840 | $385.0K | 0.01% | 00.0% | Unchanged |
| Pictet Asset Management SA | 5,866 | $387.0K | 0.00% | +440+8.1% | Added |
| Ibex Investors LLC | 6,000 | $395.0K | 0.29% | +6,000 | New |
| Engineers Gate Manager LP | 6,293 | $415.0K | 0.02% | +6,293 | New |
| Prelude Capital Management, LLC | 6,389 | $421.0K | 0.02% | +93+1.5% | Added |
| CWM Advisors, LLC | 6,595 | $435.0K | 0.05% | −177−2.6% | Reduced |
| Boothbay Fund Management, LLC | 6,595 | $435.0K | 0.01% | +6,595 | New |
| Amundi | 6,840 | $437.0K | 0.00% | −1,077−13.6% | Reduced |
| Maven Securities LTD | 6,661 | $439.0K | 0.09% | −8,500−56.1% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,672 | $440.0K | 0.10% | +66+1.0% | Added |
| DRW Securities, LLC | 7,000 | $461.0K | 0.12% | +7,000 | New |
| Hyman Charles D | 7,158 | $472.0K | 0.03% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 7,250 | $478.0K | 0.41% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7,765 | $511.0K | 0.02% | +7,765 | New |
| Central Trust Co | 7,784 | $513.0K | 0.01% | −2,540−24.6% | Reduced |
| Securian Asset Management, Inc | 7,833 | $516.0K | 0.01% | 00.0% | Unchanged |
| Prudential Financial Inc | 7,897 | $520.0K | 0.00% | −766−8.8% | Reduced |
| Precision Wealth Strategies, LLC | 8,139 | $536.0K | 0.32% | −810−9.1% | Reduced |
| Crossmark Global Holdings, Inc. | 8,181 | $539.0K | 0.01% | +421+5.4% | Added |
| Gamco Investors, Inc. Et Al | 8,300 | $547.0K | 0.00% | +2,200+36.1% | Added |
| EverSource Wealth Advisors, LLC | 8,650 | $570.0K | 0.14% | +4,670+117.3% | Added |
| LVW Advisors, LLC | 9,300 | $613.0K | 0.11% | −809−8.0% | Reduced |
| Dana Investment Advisors, Inc. | 9,341 | $616.0K | 0.03% | −3,837−29.1% | Reduced |
| Gyon Technologies Capital Management, LP | 9,355 | $617.0K | 0.43% | +5,912+171.7% | Added |
| SG Americas Securities, LLC | 9,471 | $624.0K | 0.01% | −267−2.7% | Reduced |
| Xponance, Inc. | 9,475 | $624.0K | 0.01% | −162−1.7% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 9,480 | $625.0K | 0.14% | +9,480 | New |
| Mystic Asset Management, Inc. | 9,650 | $636.0K | 0.34% | 00.0% | Unchanged |
| Advisor OS, LLC | 9,639 | $636.0K | 0.18% | +1,070+12.5% | Added |
| ETF Managers Group, LLC | 9,544 | $643.0K | 0.01% | +172+1.8% | Added |
| Duality Advisers, LP | 10,149 | $669.0K | 0.07% | +10,149 | New |
| Algert Global LLC | 10,217 | $673.0K | 0.04% | +4,585+81.4% | Added |
| Natixis Advisors, L.P. | 10,608 | $699.0K | 0.00% | +10,608 | New |
| Teachers Retirement System of the State of Kentucky | 10,637 | $701.0K | 0.01% | −800−7.0% | Reduced |
| Walleye Capital LLC | 10,660 | $703.0K | 0.02% | −6,098−36.4% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $710.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 10,954 | $722.0K | 0.05% | +741+7.3% | Added |
| Capital Asset Advisory Services LLC | 10,998 | $725.0K | 0.08% | +1,529+16.1% | Added |
| Perpetual Investment Management Ltd | 11,000 | $725.0K | 0.09% | +11,000 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 11,106 | $732.0K | 0.00% | +6,289+130.6% | Added |
| Gotham Asset Management, LLC | 11,123 | $733.0K | 0.02% | +5,091+84.4% | Added |
| First Capital Advisors Group, LLC. | 11,457 | $755.0K | 0.50% | −3,642−24.1% | Reduced |
| Voya Investment Management LLC | 11,711 | $772.0K | 0.00% | +30.0% | Added |
| State of Alaska, Department of Revenue | 12,283 | $809.0K | 0.01% | −365−2.9% | Reduced |
| Baker Tilly Wealth Management, LLC | 12,696 | $837.0K | 0.09% | −4,536−26.3% | Reduced |
| Integrated Advisors Network LLC | 12,847 | $847.0K | 0.05% | +12,847 | New |
| LPL Financial LLC | 13,288 | $876.0K | 0.00% | −2,991−18.4% | Reduced |
| American Century Companies Inc | 13,796 | $909.0K | 0.00% | +9,395+213.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,830 | $912.0K | 0.00% | +1,538+12.5% | Added |
| ProShare Advisors LLC | 14,136 | $932.0K | 0.00% | −1,262−8.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,512 | $956.0K | 0.02% | +28+0.2% | Added |
| Graham Capital Management, L.P. | 15,255 | $1.00M | 0.05% | +9,782+178.7% | Added |
| Quantbot Technologies LP | 15,481 | $1.02M | 0.09% | −26,110−62.8% | Reduced |
| Deutsche Bank AG | 15,968 | $1.05M | 0.00% | −27,031−62.9% | Reduced |
| Russell Investments Group, Ltd. | 16,146 | $1.06M | 0.00% | +9,644+148.3% | Added |
| New Mexico Educational Retirement Board | 16,760 | $1.10M | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 17,265 | $1.14M | 1.22% | −650−3.6% | Reduced |
| Uncommon Cents Investing LLC | 17,325 | $1.14M | 0.41% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,995 | $1.19M | 0.01% | +713+4.1% | Added |
| USS Investment Management Ltd | 18,258 | $1.20M | 0.01% | +18,258 | New |
| PEAK6 Investments LLC | 18,715 | $1.23M | 0.04% | +1,791+10.6% | Added |
| Gabelli & Co Investment Advisers, Inc. | 18,750 | $1.24M | 0.16% | −3,000−13.8% | Reduced |
| FDx Advisors, Inc. | 18,958 | $1.25M | 0.04% | +1,279+7.2% | Added |
| M&T Bank Corp | 19,006 | $1.25M | 0.01% | −5,202−21.5% | Reduced |
| NewEdge Wealth, LLC | 19,303 | $1.27M | 0.06% | +2,301+13.5% | Added |
| Palouse Capital Management, Inc. | 19,355 | $1.28M | 0.56% | −526−2.6% | Reduced |
| Summit Global Investments | 20,396 | $1.34M | 0.10% | +20,396 | New |
| Janus Henderson Group PLC | 21,405 | $1.41M | 0.00% | −26,857−55.6% | Reduced |
| KB Financial Partners, LLC | 21,762 | $1.43M | 0.40% | +3,584+19.7% | Added |
| FJ Capital Management LLC | 22,050 | $1.45M | 0.12% | +22,050 | New |
| State of Michigan Retirement System | 22,179 | $1.46M | 0.01% | +45+0.2% | Added |
| Guggenheim Capital LLC | 22,571 | $1.49M | 0.01% | +1,497+7.1% | Added |
| Thrivent Financial for Lutherans | 22,832 | $1.50M | 0.00% | −206−0.9% | Reduced |
| Louisiana State Employees Retirement System | 22,900 | $1.52M | 0.04% | +400+1.8% | Added |
| Ameritas Investment Partners, Inc. | 23,138 | $1.52M | 0.05% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 23,296 | $1.54M | 0.10% | +3,463+17.5% | Added |
| Vontobel Holding Ltd. | 23,085 | $1.55M | 0.01% | −358−1.5% | Reduced |
| HRT Financial LP | 23,701 | $1.56M | 0.01% | −21,091−47.1% | Reduced |
| Arizona State Retirement System | 23,884 | $1.57M | 0.01% | +111+0.5% | Added |
| Citigroup Inc | 24,091 | $1.59M | 0.00% | −11,938−33.1% | Reduced |
| Brown Brothers Harriman & Co | 24,099 | $1.59M | 0.01% | +100.0% | Added |
| Pinebridge Investments, L.P. | 25,270 | $1.67M | 0.02% | +161+0.6% | Added |
| Crestline Management, LP | 25,735 | $1.70M | 0.21% | −9,331−26.6% | Reduced |