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 |
|---|---|---|---|---|---|
| Ci Investments Inc. | 303 | $20.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Adirondack Trust Co | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 250 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 226 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 193 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 182 | $12.0K | 0.00% | −154−45.8% | Reduced |
| TD Waterhouse Canada Inc. | 113 | $9.22K | 0.00% | −763−87.1% | Reduced |
| MUFG Americas Holdings Corp | 137 | $9.00K | 0.00% | +137 | New |
| Whittier Trust Co of Nevada Inc | 130 | $9.00K | 0.00% | +130 | New |
| Signaturefd, LLC | 95 | $6.00K | 0.00% | +43+82.7% | Added |
| Meeder Asset Management Inc | 82 | $5.00K | 0.00% | +13+18.8% | Added |
| 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 |
| Laffer Tengler Investments | 59 | $3.89K | 0.00% | +59 | 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 |
| 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 |
| 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 |
| Thunderbird Partners LLP | 0 | $0 | 0.00% | −925,664−100.0% | Sold out |
| One01 Capital, LP | 0 | $0 | 0.00% | −112,719−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −75,700−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −24,446−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −23,366−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −21,894−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,858−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −17,461−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −17,442−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −15,587−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −15,492−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,632−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −11,850−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,020−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,170−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −6,959−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,674−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −6,439−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −5,944−100.0% | Sold out |
| Manteio Capital LLC | 0 | $0 | 0.00% | −4,946−100.0% | Sold out |
| Boston Financial Mangement LLC | 0 | $0 | 0.00% | −4,678−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −3,847−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,214−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,987−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −2,410−100.0% | Sold out |
| American Portfolios Advisors | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −596−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Markston International LLC | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |