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 |
|---|---|---|---|---|---|
| ETF Managers Group, LLC | 9,544 | $643.0K | 0.01% | +172+1.8% | Added |
| 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 |
| Psagot Value Holdings Ltd. / (Israel) | 9,480 | $625.0K | 0.14% | +9,480 | New |
| 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 |
| Gyon Technologies Capital Management, LP | 9,355 | $617.0K | 0.43% | +5,912+171.7% | Added |
| Dana Investment Advisors, Inc. | 9,341 | $616.0K | 0.03% | −3,837−29.1% | Reduced |
| LVW Advisors, LLC | 9,300 | $613.0K | 0.11% | −809−8.0% | Reduced |
| EverSource Wealth Advisors, LLC | 8,650 | $570.0K | 0.14% | +4,670+117.3% | Added |
| Gamco Investors, Inc. Et Al | 8,300 | $547.0K | 0.00% | +2,200+36.1% | Added |
| Crossmark Global Holdings, Inc. | 8,181 | $539.0K | 0.01% | +421+5.4% | Added |
| Precision Wealth Strategies, LLC | 8,139 | $536.0K | 0.32% | −810−9.1% | Reduced |
| Prudential Financial Inc | 7,897 | $520.0K | 0.00% | −766−8.8% | Reduced |
| Securian Asset Management, Inc | 7,833 | $516.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 7,784 | $513.0K | 0.01% | −2,540−24.6% | Reduced |
| Advisory Services Network, LLC | 7,765 | $511.0K | 0.02% | +7,765 | New |
| Yorktown Management & Research Co Inc | 7,250 | $478.0K | 0.41% | 00.0% | Unchanged |
| Hyman Charles D | 7,158 | $472.0K | 0.03% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,000 | $461.0K | 0.12% | +7,000 | New |
| Intercontinental Wealth Advisors, LLC | 6,672 | $440.0K | 0.10% | +66+1.0% | Added |
| Maven Securities LTD | 6,661 | $439.0K | 0.09% | −8,500−56.1% | Reduced |
| Amundi | 6,840 | $437.0K | 0.00% | −1,077−13.6% | Reduced |
| 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 |
| Prelude Capital Management, LLC | 6,389 | $421.0K | 0.02% | +93+1.5% | Added |
| Engineers Gate Manager LP | 6,293 | $415.0K | 0.02% | +6,293 | New |
| Ibex Investors LLC | 6,000 | $395.0K | 0.29% | +6,000 | New |
| Pictet Asset Management SA | 5,866 | $387.0K | 0.00% | +440+8.1% | Added |
| Maryland State Retirement & Pension System | 5,840 | $385.0K | 0.01% | 00.0% | Unchanged |
| CenterBook Partners LP | 5,702 | $376.0K | 0.13% | −134−2.3% | Reduced |
| FourThought Financial, LLC | 5,527 | $364.0K | 0.05% | +175+3.3% | Added |
| MML Investors Services, LLC | 5,260 | $347.0K | 0.00% | +716+15.8% | Added |
| Campbell & CO Investment Adviser LLC | 5,159 | $340.0K | 0.09% | +5,159 | New |
| DCM Advisors, LLC | 5,067 | $334.0K | 0.12% | +1,732+51.9% | Added |
| Heritage Wealth Management, LLC | 5,041 | $332.0K | 0.09% | +5,041 | New |
| Doliver Advisors, LP | 4,935 | $325.0K | 0.10% | +4,935 | New |
| Shelton Capital Management | 4,672 | $308.0K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,628 | $305.0K | 0.01% | +150+3.3% | Added |
| 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 |
| Axxcess Wealth Management, LLC | 4,407 | $290.0K | 0.02% | −2,967−40.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 4,275 | $282.0K | 0.18% | +828+24.0% | Added |
| 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 |
| 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 |
| AlphaCrest Capital Management LLC | 4,078 | $269.0K | 0.02% | −544−11.8% | Reduced |
| JustInvest LLC | 4,056 | $267.0K | 0.01% | +4,056 | New |
| HighTower Advisors, LLC | 3,966 | $261.0K | 0.00% | +383+10.7% | Added |
| Gladstone Institutional Advisory LLC | 3,837 | $253.0K | 0.02% | +3,837 | New |
| MQS Management LLC | 3,810 | $251.0K | 0.20% | +386+11.3% | Added |
| HBK Sorce Advisory LLC | 3,713 | $245.0K | 0.01% | −629−14.5% | Reduced |
| MAI Capital Management | 3,701 | $244.0K | 0.00% | +2+0.1% | Added |
| Synergy Financial Group, LTD | 3,593 | $237.0K | 0.25% | −143−3.8% | Reduced |
| Brown Advisory Inc | 3,505 | $231.0K | 0.00% | −2,540−42.0% | Reduced |
| Gsa Capital Partners LLP | 3,496 | $230.0K | 0.03% | −4,144−54.2% | Reduced |
| Captrust Financial Advisors | 3,436 | $226.0K | 0.00% | +1,120+48.4% | Added |
| Kestra Advisory Services, LLC | 3,414 | $225.0K | 0.00% | +268+8.5% | Added |
| Commonwealth Equity Services, LLC | 3,291 | $216.0K | 0.00% | +500+17.9% | Added |
| Mercer Global Advisors Inc | 3,064 | $202.0K | 0.00% | +3,064 | New |
| Tower Research Capital LLC (TRC) | 2,885 | $190.0K | 0.00% | −1,189−29.2% | Reduced |
| 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 |
| Prospera Financial Services Inc | 2,380 | $157.0K | 0.01% | +2,380 | New |
| Bartlett & Co. LLC | 2,360 | $156.0K | 0.00% | +2,360 | New |
| Bartlett & Co. Wealth Management LLC | 2,360 | $155.5K | 0.00% | +2,360 | New |
| Covestor Ltd | 2,270 | $150.0K | 0.10% | +2+0.1% | Added |
| Macquarie Group Ltd | 2,028 | $134.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,650 | $109.0K | 0.06% | 00.0% | Unchanged |
| 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 |
| IndexIQ Advisors LLC | 1,529 | $101.0K | 0.00% | −5,731−78.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 1,309 | $86.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 1,138 | $76.0K | 0.07% | +653+134.6% | Added |
| CVA Family Office, LLC | 1,137 | $75.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,063 | $70.0K | 0.00% | −432−28.9% | Reduced |
| Wolff Wiese Magana LLC | 1,020 | $67.0K | 0.04% | +8+0.8% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $66.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $65.9K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 988 | $65.1K | 0.01% | +162+19.6% | Added |
| KBC Group NV | 914 | $60.0K | 0.00% | +914 | New |
| Cutler Group LP | 922 | $60.0K | 0.01% | +922 | New |
| Migdal Insurance & Financial Holdings Ltd. | 880 | $59.0K | 0.00% | −130−12.9% | Reduced |
| Toronto Dominion Bank | 755 | $50.0K | 0.00% | −24,151−97.0% | Reduced |
| Quent Capital, LLC | 718 | $47.0K | 0.01% | +366+104.0% | Added |
| Penserra Capital Management LLC | 769 | $45.0K | 0.00% | +5+0.7% | Added |
| FinTrust Capital Advisors, LLC | 600 | $40.0K | 0.01% | 00.0% | Unchanged |
| First Quadrant L P | 611 | $40.0K | 0.22% | +611 | New |
| Rockefeller Capital Management L.P. | 567 | $36.0K | 0.00% | −80−12.4% | Reduced |
| JFS Wealth Advisors, LLC | 515 | $34.0K | 0.00% | +4+0.8% | Added |
| Lindbrook Capital, LLC | 500 | $33.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 420 | $28.0K | 0.00% | +367+692.5% | Added |
| Nisa Investment Advisors, LLC | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $25.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 367 | $24.0K | 0.00% | −14−3.7% | Reduced |
| 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 |
| Gemmer Asset Management LLC | 310 | $20.0K | 0.00% | 00.0% | Unchanged |