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 |
|---|---|---|---|---|---|
| Exchange Traded Concepts, LLC | 26,244 | $1.73M | 0.03% | +26,244 | New |
| Oregon Public Employees Retirement Fund | 27,891 | $1.84M | 0.02% | −537−1.9% | Reduced |
| Price T Rowe Associates Inc | 29,140 | $1.92M | 0.00% | +3,107+11.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 30,100 | $1.98M | 0.04% | +30,100 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,022 | $2.11M | 0.02% | +3,053+10.5% | Added |
| Handelsbanken Fonder AB | 33,019 | $2.18M | 0.01% | −1,895−5.4% | Reduced |
| Neuberger Berman Group LLC | 33,206 | $2.19M | 0.00% | +2,778+9.1% | Added |
| Treasurer of the State of North Carolina | 33,361 | $2.20M | 0.01% | +4,249+14.6% | Added |
| TD Private Client Wealth LLC | 33,571 | $2.21M | 0.09% | +2,001+6.3% | Added |
| SkyView Investment Advisors, LLC | 35,650 | $2.23M | 0.53% | +3,320+10.3% | Added |
| Bridges Investment Management Inc | 33,800 | $2.23M | 0.07% | 00.0% | Unchanged |
| US Bancorp | 33,968 | $2.24M | 0.00% | −5,861−14.7% | Reduced |
| Verition Fund Management LLC | 36,651 | $2.42M | 0.05% | +28,849+369.8% | Added |
| Federation des caisses Desjardins du Quebec | 38,789 | $2.56M | 0.02% | +5,120+15.2% | Added |
| Winton Group Ltd | 39,343 | $2.59M | 0.14% | −9,830−20.0% | Reduced |
| UBS Group AG | 39,576 | $2.61M | 0.00% | −15,302−27.9% | Reduced |
| Eaton Vance Management | 39,982 | $2.64M | 0.00% | +37,155+1,314.3% | Added |
| Rafferty Asset Management, LLC | 40,397 | $2.66M | 0.02% | −1,962−4.6% | Reduced |
| Comerica Bank | 41,229 | $2.74M | 0.02% | −180−0.4% | Reduced |
| Advisor Group Holdings, Inc. | 37,026 | $2.80M | 0.01% | +4,738+14.7% | Added |
| Public Employees Retirement System of Ohio | 42,514 | $2.80M | 0.01% | −1,331−3.0% | Reduced |
| Yousif Capital Management, LLC | 46,637 | $3.07M | 0.03% | +56+0.1% | Added |
| New York State Teachers Retirement System | 48,629 | $3.21M | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 49,558 | $3.27M | 0.67% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 50,212 | $3.31M | 0.01% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 50,924 | $3.36M | 0.09% | −35,899−41.3% | Reduced |
| Amalgamated Bank | 52,991 | $3.49M | 0.03% | −2,262−4.1% | Reduced |
| Amalgamated Financial Corp. | 52,991 | $3.49M | 0.03% | +52,991 | New |
| Atria Investments LLC | 53,513 | $3.53M | 0.06% | +615+1.2% | Added |
| First Trust Advisors LP | 54,370 | $3.58M | 0.00% | +42,436+355.6% | Added |
| Marks Group Wealth Management, Inc | 54,443 | $3.59M | 0.45% | +5,294+10.8% | Added |
| Brookfield Asset Management Inc. | 54,967 | $3.62M | 0.01% | +54,967 | New |
| Raymond James Financial Services Advisors, Inc. | 55,665 | $3.67M | 0.01% | −2,371−4.1% | Reduced |
| MetLife Investment Management | 56,364 | $3.71M | 0.02% | +14,022+33.1% | Added |
| AWH Capital, L.P. | 56,500 | $3.72M | 3.84% | +11,500+25.6% | Added |
| Bank of Montreal | 55,793 | $3.76M | 0.00% | −432,432−88.6% | Reduced |
| State of Tennessee, Treasury Department | 61,585 | $4.06M | 0.02% | +10,000+19.4% | Added |
| Texas Permanent School Fund | 61,944 | $4.08M | 0.06% | −1,326−2.1% | Reduced |
| Truist Financial Corp | 63,799 | $4.21M | 0.01% | +10,563+19.8% | Added |
| Twin Tree Management, LP | 64,617 | $4.26M | 0.08% | −271,136−80.8% | Reduced |
| National Bank of Canada | 67,405 | $4.44M | 0.02% | +62,289+1,217.5% | Added |
| Great West Life Assurance Co | 65,808 | $4.50M | 0.01% | +3,556+5.7% | Added |
| Vestmark Advisory Solutions, Inc. | 69,094 | $4.55M | 0.26% | +1,253+1.8% | Added |
| Barclays PLC | 69,860 | $4.61M | 0.00% | −147,042−67.8% | Reduced |
| Jane Street Group, LLC | 71,632 | $4.72M | 0.01% | +64,455+898.1% | Added |
| Cubist Systematic Strategies, LLC | 73,140 | $4.82M | 0.04% | −17,149−19.0% | Reduced |
| Van Den Berg Management I, Inc | 73,844 | $4.87M | 1.09% | −21,110−22.2% | Reduced |
| Manufacturers Life Insurance Company, The | 73,869 | $4.87M | 0.00% | −24,821−25.2% | Reduced |
| BIT Capital GmbH | 78,349 | $5.16M | 0.53% | +39,091+99.6% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 79,074 | $5.21M | 0.39% | −8,000−9.2% | Reduced |
| Mutual of America Capital Management LLC | 79,674 | $5.25M | 0.06% | +1,532+2.0% | Added |
| BNP Paribas Arbitrage, SA | 81,459 | $5.37M | 0.01% | +40,885+100.8% | Added |
| SEI Investments Co | 84,632 | $5.58M | 0.01% | +16,405+24.0% | Added |
| Bank of America Corp | 88,050 | $5.80M | 0.00% | −17,402−16.5% | Reduced |
| Janney Montgomery Scott LLC | 89,195 | $5.88M | 0.03% | −4,876−5.2% | Reduced |
| HSBC Holdings PLC | 91,083 | $5.99M | 0.01% | −109,379−54.6% | Reduced |
| New York State Common Retirement Fund | 93,979 | $6.19M | 0.01% | −2,713−2.8% | Reduced |
| EULAV Asset Management | 95,000 | $6.26M | 0.19% | +95,000 | New |
| Interval Partners, LP | 96,275 | $6.34M | 0.48% | +96,275 | New |
| Parametric Portfolio Associates LLC | 96,432 | $6.36M | 0.00% | +11,891+14.1% | Added |
| Raymond James & Associates | 96,853 | $6.38M | 0.01% | −278,134−74.2% | Reduced |
| State Board of Administration of Florida Retirement System | 99,175 | $6.54M | 0.01% | −720−0.7% | Reduced |
| Daiwa Securities Group Inc. | 103,261 | $6.81M | 0.04% | −5,000−4.6% | Reduced |
| Credit Suisse AG | 105,261 | $6.94M | 0.01% | +7,695+7.9% | Added |
| Coronation Fund Managers Ltd. | 106,190 | $7.00M | 0.27% | +19,016+21.8% | Added |
| California State Teachers Retirement System | 109,968 | $7.25M | 0.01% | −8,793−7.4% | Reduced |
| Retirement Systems of Alabama | 114,644 | $7.56M | 0.03% | +230+0.2% | Added |
| Ameriprise Financial Inc | 116,314 | $7.67M | 0.00% | −5,548−4.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 130,239 | $8.58M | 0.03% | +104,726+410.5% | Added |
| Federated Hermes, Inc. | 132,386 | $8.72M | 0.02% | +2,470+1.9% | Added |
| UBS Asset Management Americas Inc | 132,688 | $8.75M | 0.00% | +10,261+8.4% | Added |
| Invesco Ltd. | 135,687 | $8.94M | 0.00% | +10,534+8.4% | Added |
| Canada Pension Plan Investment Board | 135,800 | $8.95M | 0.01% | +133,048+4,834.6% | Added |
| Balyasny Asset Management LLC | 137,696 | $9.08M | 0.04% | +137,696 | New |
| PenderFund Capital Management Ltd. | 110,700 | $9.12M | 2.23% | −18,800−14.5% | Reduced |
| State of Wisconsin Investment Board | 139,092 | $9.17M | 0.02% | +129,326+1,324.2% | Added |
| Full18 Capital LLC | 139,563 | $9.31M | 2.15% | +139,563 | New |
| American International Group, Inc. | 147,941 | $9.75M | 0.05% | +257+0.2% | Added |
| Gabelli Funds LLC | 150,249 | $9.90M | 0.07% | +2,000+1.3% | Added |
| FMR LLC | 150,909 | $9.95M | 0.00% | +36,432+31.8% | Added |
| JPMorgan Chase & Co | 160,658 | $10.6M | 0.00% | +40,304+33.5% | Added |
| California Public Employees Retirement System | 164,646 | $10.9M | 0.01% | −8,197−4.7% | Reduced |
| 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 |
| Legal & General Group Plc | 170,505 | $11.2M | 0.00% | +31,674+22.8% | Added |
| Quinn Opportunity Partners LLC | 174,838 | $11.5M | 0.68% | +93,405+114.7% | Added |
| Heartland Advisors Inc | 175,144 | $11.5M | 0.72% | +41,067+30.6% | Added |
| Brooktree Capital Management | 181,522 | $12.0M | 7.80% | +41,390+29.5% | Added |
| Bridgewater Associates, LP | 192,548 | $12.7M | 0.05% | +192,548 | New |
| Gillson Capital LP | 199,772 | $13.2M | 1.05% | +181,025+965.6% | Added |
| Envestnet Asset Management Inc | 206,613 | $13.6M | 0.01% | +24,275+13.3% | Added |
| Swiss National Bank | 208,900 | $13.8M | 0.01% | +14,500+7.5% | Added |
| Rhumbline Advisers | 212,722 | $14.0M | 0.02% | +6,237+3.0% | Added |
| Nuveen Asset Management, LLC | 215,049 | $14.1M | 0.00% | −2,055−0.9% | Reduced |
| Susquehanna International Group, LLP | 216,609 | $14.3M | 0.02% | +59,604+38.0% | Added |
| Man Group plc | 220,855 | $14.6M | 0.05% | −47,099−17.6% | Reduced |
| Alyeska Investment Group, L.P. | 222,495 | $14.7M | 0.16% | −208,514−48.4% | Reduced |
| Alliancebernstein L.P. | 223,031 | $14.7M | 0.01% | +93,354+72.0% | Added |
| Stifel Financial Corp | 252,876 | $16.7M | 0.02% | −14,696−5.5% | Reduced |
| Royal Bank of Canada | 259,218 | $17.1M | 0.00% | −32,550−11.2% | Reduced |