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 |
|---|---|---|---|---|---|
| Van Den Berg Management I, Inc | 73,844 | $4.87M | 1.09% | −21,110−22.2% | Reduced |
| Cubist Systematic Strategies, LLC | 73,140 | $4.82M | 0.04% | −17,149−19.0% | Reduced |
| Jane Street Group, LLC | 71,632 | $4.72M | 0.01% | +64,455+898.1% | Added |
| Barclays PLC | 69,860 | $4.61M | 0.00% | −147,042−67.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 69,094 | $4.55M | 0.26% | +1,253+1.8% | Added |
| Great West Life Assurance Co | 65,808 | $4.50M | 0.01% | +3,556+5.7% | Added |
| National Bank of Canada | 67,405 | $4.44M | 0.02% | +62,289+1,217.5% | Added |
| Twin Tree Management, LP | 64,617 | $4.26M | 0.08% | −271,136−80.8% | Reduced |
| Truist Financial Corp | 63,799 | $4.21M | 0.01% | +10,563+19.8% | Added |
| Texas Permanent School Fund | 61,944 | $4.08M | 0.06% | −1,326−2.1% | Reduced |
| State of Tennessee, Treasury Department | 61,585 | $4.06M | 0.02% | +10,000+19.4% | Added |
| Bank of Montreal | 55,793 | $3.76M | 0.00% | −432,432−88.6% | Reduced |
| AWH Capital, L.P. | 56,500 | $3.72M | 3.84% | +11,500+25.6% | Added |
| MetLife Investment Management | 56,364 | $3.71M | 0.02% | +14,022+33.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 55,665 | $3.67M | 0.01% | −2,371−4.1% | Reduced |
| Brookfield Asset Management Inc. | 54,967 | $3.62M | 0.01% | +54,967 | New |
| Marks Group Wealth Management, Inc | 54,443 | $3.59M | 0.45% | +5,294+10.8% | Added |
| First Trust Advisors LP | 54,370 | $3.58M | 0.00% | +42,436+355.6% | Added |
| Atria Investments LLC | 53,513 | $3.53M | 0.06% | +615+1.2% | Added |
| 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 |
| TownSquare Capital, LLC | 50,924 | $3.36M | 0.09% | −35,899−41.3% | Reduced |
| State of New Jersey Common Pension Fund D | 50,212 | $3.31M | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 49,558 | $3.27M | 0.67% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 48,629 | $3.21M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 46,637 | $3.07M | 0.03% | +56+0.1% | Added |
| Public Employees Retirement System of Ohio | 42,514 | $2.80M | 0.01% | −1,331−3.0% | Reduced |
| Advisor Group Holdings, Inc. | 37,026 | $2.80M | 0.01% | +4,738+14.7% | Added |
| Comerica Bank | 41,229 | $2.74M | 0.02% | −180−0.4% | Reduced |
| Rafferty Asset Management, LLC | 40,397 | $2.66M | 0.02% | −1,962−4.6% | Reduced |
| Eaton Vance Management | 39,982 | $2.64M | 0.00% | +37,155+1,314.3% | Added |
| UBS Group AG | 39,576 | $2.61M | 0.00% | −15,302−27.9% | Reduced |
| Winton Group Ltd | 39,343 | $2.59M | 0.14% | −9,830−20.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 38,789 | $2.56M | 0.02% | +5,120+15.2% | Added |
| Verition Fund Management LLC | 36,651 | $2.42M | 0.05% | +28,849+369.8% | Added |
| US Bancorp | 33,968 | $2.24M | 0.00% | −5,861−14.7% | Reduced |
| Bridges Investment Management Inc | 33,800 | $2.23M | 0.07% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 35,650 | $2.23M | 0.53% | +3,320+10.3% | Added |
| TD Private Client Wealth LLC | 33,571 | $2.21M | 0.09% | +2,001+6.3% | Added |
| Treasurer of the State of North Carolina | 33,361 | $2.20M | 0.01% | +4,249+14.6% | Added |
| Neuberger Berman Group LLC | 33,206 | $2.19M | 0.00% | +2,778+9.1% | Added |
| Handelsbanken Fonder AB | 33,019 | $2.18M | 0.01% | −1,895−5.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 32,022 | $2.11M | 0.02% | +3,053+10.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 30,100 | $1.98M | 0.04% | +30,100 | New |
| Price T Rowe Associates Inc | 29,140 | $1.92M | 0.00% | +3,107+11.9% | Added |
| Oregon Public Employees Retirement Fund | 27,891 | $1.84M | 0.02% | −537−1.9% | Reduced |
| Exchange Traded Concepts, LLC | 26,244 | $1.73M | 0.03% | +26,244 | New |
| Crestline Management, LP | 25,735 | $1.70M | 0.21% | −9,331−26.6% | Reduced |
| Pinebridge Investments, L.P. | 25,270 | $1.67M | 0.02% | +161+0.6% | 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 |
| Arizona State Retirement System | 23,884 | $1.57M | 0.01% | +111+0.5% | Added |
| HRT Financial LP | 23,701 | $1.56M | 0.01% | −21,091−47.1% | Reduced |
| Vontobel Holding Ltd. | 23,085 | $1.55M | 0.01% | −358−1.5% | Reduced |
| Credential Qtrade Securities Inc. | 23,296 | $1.54M | 0.10% | +3,463+17.5% | Added |
| Ameritas Investment Partners, Inc. | 23,138 | $1.52M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 22,900 | $1.52M | 0.04% | +400+1.8% | Added |
| Thrivent Financial for Lutherans | 22,832 | $1.50M | 0.00% | −206−0.9% | Reduced |
| Guggenheim Capital LLC | 22,571 | $1.49M | 0.01% | +1,497+7.1% | Added |
| State of Michigan Retirement System | 22,179 | $1.46M | 0.01% | +45+0.2% | Added |
| FJ Capital Management LLC | 22,050 | $1.45M | 0.12% | +22,050 | New |
| KB Financial Partners, LLC | 21,762 | $1.43M | 0.40% | +3,584+19.7% | Added |
| Janus Henderson Group PLC | 21,405 | $1.41M | 0.00% | −26,857−55.6% | Reduced |
| Summit Global Investments | 20,396 | $1.34M | 0.10% | +20,396 | New |
| Palouse Capital Management, Inc. | 19,355 | $1.28M | 0.56% | −526−2.6% | Reduced |
| NewEdge Wealth, LLC | 19,303 | $1.27M | 0.06% | +2,301+13.5% | Added |
| M&T Bank Corp | 19,006 | $1.25M | 0.01% | −5,202−21.5% | Reduced |
| FDx Advisors, Inc. | 18,958 | $1.25M | 0.04% | +1,279+7.2% | Added |
| Gabelli & Co Investment Advisers, Inc. | 18,750 | $1.24M | 0.16% | −3,000−13.8% | Reduced |
| PEAK6 Investments LLC | 18,715 | $1.23M | 0.04% | +1,791+10.6% | Added |
| USS Investment Management Ltd | 18,258 | $1.20M | 0.01% | +18,258 | New |
| Teacher Retirement System of Texas | 17,995 | $1.19M | 0.01% | +713+4.1% | Added |
| Uncommon Cents Investing LLC | 17,325 | $1.14M | 0.41% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 17,265 | $1.14M | 1.22% | −650−3.6% | Reduced |
| New Mexico Educational Retirement Board | 16,760 | $1.10M | 0.04% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 16,146 | $1.06M | 0.00% | +9,644+148.3% | Added |
| Deutsche Bank AG | 15,968 | $1.05M | 0.00% | −27,031−62.9% | Reduced |
| Quantbot Technologies LP | 15,481 | $1.02M | 0.09% | −26,110−62.8% | Reduced |
| Graham Capital Management, L.P. | 15,255 | $1.00M | 0.05% | +9,782+178.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,512 | $956.0K | 0.02% | +28+0.2% | Added |
| ProShare Advisors LLC | 14,136 | $932.0K | 0.00% | −1,262−8.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,830 | $912.0K | 0.00% | +1,538+12.5% | Added |
| American Century Companies Inc | 13,796 | $909.0K | 0.00% | +9,395+213.5% | Added |
| LPL Financial LLC | 13,288 | $876.0K | 0.00% | −2,991−18.4% | Reduced |
| Integrated Advisors Network LLC | 12,847 | $847.0K | 0.05% | +12,847 | New |
| Baker Tilly Wealth Management, LLC | 12,696 | $837.0K | 0.09% | −4,536−26.3% | Reduced |
| State of Alaska, Department of Revenue | 12,283 | $809.0K | 0.01% | −365−2.9% | Reduced |
| Voya Investment Management LLC | 11,711 | $772.0K | 0.00% | +30.0% | Added |
| First Capital Advisors Group, LLC. | 11,457 | $755.0K | 0.50% | −3,642−24.1% | Reduced |
| Gotham Asset Management, LLC | 11,123 | $733.0K | 0.02% | +5,091+84.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,106 | $732.0K | 0.00% | +6,289+130.6% | 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 |
| Wealthsource Partners, LLC | 10,954 | $722.0K | 0.05% | +741+7.3% | Added |
| Public Employees Retirement Association of Colorado | 10,765 | $710.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,660 | $703.0K | 0.02% | −6,098−36.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 10,637 | $701.0K | 0.01% | −800−7.0% | Reduced |
| Natixis Advisors, L.P. | 10,608 | $699.0K | 0.00% | +10,608 | New |
| Algert Global LLC | 10,217 | $673.0K | 0.04% | +4,585+81.4% | Added |
| Duality Advisers, LP | 10,149 | $669.0K | 0.07% | +10,149 | New |