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, Q2 2022
Institutional positions in Interactive Brokers Group, Inc. as of Jun 30, 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
- 345
- +7 vs. Q1 2022
- Shares held
- 86.6M
- +388.8K (+0.5%) vs. Q1 2022
- Total value
- $4.78B
- −$907.7M (−16.0%) vs. Q1 2022
- New holders
- 43
- 149 more added
- Sold out
- 36
- 104 more reduced
9 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 8 | $0 | 0.00% | +6+300.0% | Added |
| WFA of San Diego, LLC | 9 | $0 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 9 | $0 | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 3 | $165 | 0.00% | +3 | New |
| Umb Bank N A | 19 | $1.00K | 0.00% | −9−32.1% | Reduced |
| Massmutual Trust Co FSB | 11 | $1.00K | 0.00% | −16−59.3% | Reduced |
| Toth Financial Advisory Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $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 |
| Lake Point Wealth Management | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 10 | $1.00K | 0.00% | +9+900.0% | Added |
| Capital Advisors, Ltd. LLC | 24 | $1.00K | 0.00% | +19+380.0% | Added |
| Carmichael Hill & Associates, Inc. | 18 | $1.00K | 0.00% | +18 | New |
| Avion Wealth | 19 | $1.00K | 0.00% | +19 | New |
| Loomis Sayles & Co L P | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $2.00K | 0.00% | +27+900.0% | Added |
| Hallmark Capital Management Inc | 33 | $2.00K | 0.00% | +33 | New |
| Aspire Private Capital, LLC | 29 | $2.00K | 0.00% | +29 | New |
| TD Waterhouse Canada Inc. | 33 | $2.15K | 0.00% | −80−70.8% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 63 | $3.00K | 0.00% | −7−10.0% | Reduced |
| Harbour Investments, Inc. | 48 | $3.00K | 0.00% | +48 | New |
| Larson Financial Group LLC | 56 | $3.00K | 0.00% | +56 | New |
| HHM Wealth Advisors, LLC | 63 | $3.00K | 0.00% | +63 | New |
| Bessemer Group Inc | 103 | $5.00K | 0.00% | +73+243.3% | Added |
| HM Payson & Co | 96 | $5.00K | 0.00% | +96 | New |
| IFP Advisors, Inc | 62 | $7.00K | 0.00% | −151−70.9% | Reduced |
| Private Trust Co NA | 170 | $9.00K | 0.00% | +170 | New |
| Stonebridge Capital Advisors LLC | 159 | $9.00K | 0.00% | +159 | New |
| Sittner & Nelson, LLC | 170 | $9.00K | 0.01% | +170 | New |
| Steward Partners Investment Advisory, LLC | 186 | $10.0K | 0.00% | −234−55.7% | Reduced |
| Ci Investments Inc. | 178 | $10.0K | 0.00% | −125−41.3% | Reduced |
| Private Capital Group, LLC | 193 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 233 | $13.0K | 0.01% | +233 | New |
| Adirondack Trust Co | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $16.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 290 | $16.0K | 0.00% | +230+383.3% | Added |
| Meeder Asset Management Inc | 312 | $17.0K | 0.00% | +230+280.5% | Added |
| Aquatic Capital Management LLC | 300 | $17.0K | 0.01% | +300 | New |
| Benjamin F. Edwards & Company, Inc. | 352 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 348 | $19.0K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 376 | $20.0K | 0.00% | −393−51.1% | Reduced |
| Fifth Third Bancorp | 363 | $20.0K | 0.00% | −4−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 370 | $20.0K | 0.00% | +240+184.6% | Added |
| SRS Capital Advisors, Inc. | 368 | $20.0K | 0.00% | +357+3,245.5% | Added |
| Westpac Banking Corp | 380 | $20.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 433 | $24.0K | 0.00% | +433 | New |
| First Horizon Advisors, Inc. | 519 | $28.0K | 0.00% | +337+185.2% | Added |
| JFS Wealth Advisors, LLC | 522 | $29.0K | 0.00% | +7+1.4% | Added |
| Lindbrook Capital, LLC | 541 | $30.0K | 0.00% | +41+8.2% | Added |
| Eagle Bay Advisors LLC | 569 | $31.3K | 0.02% | +569 | New |
| FinTrust Capital Advisors, LLC | 600 | $34.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 653 | $36.0K | 0.00% | +378+137.5% | Added |
| Signaturefd, LLC | 656 | $36.0K | 0.00% | +561+590.5% | Added |
| Quent Capital, LLC | 719 | $40.0K | 0.01% | +1+0.1% | Added |
| Quadrant Capital Group LLC | 743 | $41.0K | 0.01% | +478+180.4% | Added |
| Toronto Dominion Bank | 785 | $44.0K | 0.00% | +30+4.0% | Added |
| CVA Family Office, LLC | 885 | $49.0K | 0.01% | −252−22.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 880 | $49.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 989 | $54.0K | 0.04% | −31−3.0% | Reduced |
| Rockefeller Capital Management L.P. | 1,010 | $54.0K | 0.00% | +443+78.1% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $55.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,063 | $58.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,188 | $65.4K | 0.00% | +1,188 | New |
| DekaBank Deutsche Girozentrale | 1,553 | $86.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 1,650 | $91.0K | 0.06% | 00.0% | Unchanged |
| Amundi | 1,768 | $94.0K | 0.00% | −5,072−74.2% | Reduced |
| Central Trust Co | 1,995 | $110.0K | 0.00% | −5,789−74.4% | Reduced |
| Macquarie Group Ltd | 2,028 | $112.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,096 | $116.0K | 0.01% | −284−11.9% | Reduced |
| Covestor Ltd | 2,270 | $125.0K | 0.10% | 00.0% | Unchanged |
| State of Wyoming | 2,323 | $128.0K | 0.08% | +735+46.3% | Added |
| Bartlett & Co. Wealth Management LLC | 2,360 | $129.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,360 | $130.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 2,378 | $131.0K | 0.00% | −191−7.4% | Reduced |
| Crewe Advisors LLC | 2,611 | $144.0K | 0.03% | +63+2.5% | Added |
| Captrust Financial Advisors | 3,314 | $182.0K | 0.00% | −122−3.6% | Reduced |
| The PNC Financial Services Group, Inc. | 3,436 | $190.0K | 0.00% | −763−18.2% | Reduced |
| Profund Advisors LLC | 3,638 | $200.0K | 0.01% | −990−21.4% | Reduced |
| HBK Sorce Advisory LLC | 3,758 | $207.0K | 0.02% | +45+1.2% | Added |
| MAI Capital Management | 3,861 | $212.0K | 0.00% | +160+4.3% | Added |
| Two Sigma Securities, LLC | 3,857 | $212.0K | 0.04% | +3,857 | New |
| CIBC Asset Management Inc | 3,914 | $215.0K | 0.00% | −286−6.8% | Reduced |
| Prelude Capital Management, LLC | 4,022 | $221.0K | 0.01% | −2,367−37.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,143 | $228.0K | 0.01% | +4,143 | New |
| Caxton Associates LP | 4,411 | $243.0K | 0.03% | +4,411 | New |
| HighTower Trust Services, LTA | 8,749 | $249.0K | 0.04% | +8,749 | New |
| Lebenthal Global Advisors, LLC | 4,562 | $250.0K | 0.12% | +4,562 | New |
| First Citizens Bank & Trust Co | 4,616 | $254.0K | 0.01% | +13+0.3% | Added |
| Trexquant Investment LP | 4,634 | $255.0K | 0.01% | +4,634 | New |