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 |
|---|---|---|---|---|---|
| HighTower Advisors, LLC | 4,642 | $256.0K | 0.00% | +676+17.0% | Added |
| Shelton Capital Management | 4,672 | $257.0K | 0.01% | 00.0% | Unchanged |
| swisspartners Ltd. | 4,600 | $261.0K | 0.25% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,800 | $264.0K | 0.00% | +600+14.3% | Added |
| Doliver Advisors, LP | 5,035 | $277.0K | 0.10% | +100+2.0% | Added |
| Mirabella Financial Services LLP | 5,190 | $286.0K | 0.03% | +5,190 | New |
| MML Investors Services, LLC | 5,312 | $292.0K | 0.00% | +52+1.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 5,378 | $296.0K | 0.21% | +1,103+25.8% | Added |
| Tower Research Capital LLC (TRC) | 5,524 | $304.0K | 0.01% | +2,639+91.5% | Added |
| Ibex Investors LLC | 5,600 | $308.0K | 0.26% | −400−6.7% | Reduced |
| Neo Ivy Capital Management | 5,827 | $320.0K | 0.86% | +4,689+412.0% | Added |
| Heritage Wealth Management, LLC | 5,845 | $321.5K | 0.11% | +804+15.9% | Added |
| Pictet Asset Management SA | 5,866 | $323.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 5,935 | $326.0K | 0.01% | −660−10.0% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,575 | $362.0K | 0.10% | −97−1.5% | Reduced |
| CWM Advisors, LLC | 6,670 | $367.0K | 0.05% | +75+1.1% | Added |
| FourThought Financial, LLC | 6,691 | $368.0K | 0.05% | +1,164+21.1% | Added |
| Mystic Asset Management, Inc. | 7,150 | $393.0K | 0.24% | −2,500−25.9% | Reduced |
| Maryland State Retirement & Pension System | 7,146 | $393.0K | 0.01% | +1,306+22.4% | Added |
| Hyman Charles D | 7,158 | $394.0K | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 7,187 | $395.0K | 0.00% | −1,113−13.4% | Reduced |
| Yorktown Management & Research Co Inc | 7,250 | $399.0K | 0.51% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,399 | $407.0K | 0.20% | +7,399 | New |
| American Century Companies Inc | 7,674 | $422.0K | 0.00% | −6,122−44.4% | Reduced |
| Crossmark Global Holdings, Inc. | 7,660 | $422.0K | 0.01% | −521−6.4% | Reduced |
| Advisory Services Network, LLC | 7,708 | $424.0K | 0.01% | −57−0.7% | Reduced |
| Securian Asset Management, Inc | 7,972 | $439.0K | 0.01% | +139+1.8% | Added |
| XTX Topco Ltd | 8,106 | $446.0K | 0.18% | +8,106 | New |
| Graham Capital Management, L.P. | 8,169 | $449.0K | 0.02% | −7,086−46.5% | Reduced |
| EverSource Wealth Advisors, LLC | 8,763 | $482.0K | 0.12% | +113+1.3% | Added |
| Precision Wealth Strategies, LLC | 8,894 | $483.0K | 0.38% | +755+9.3% | Added |
| LPL Financial LLC | 9,359 | $515.0K | 0.00% | −3,929−29.6% | Reduced |
| Quantbot Technologies LP | 9,683 | $532.0K | 0.05% | −5,798−37.5% | Reduced |
| LVW Advisors, LLC | 9,754 | $537.0K | 0.11% | +454+4.9% | Added |
| Simplex Trading, LLC | 9,786 | $538.0K | 0.02% | +5,562+131.7% | Added |
| Gyon Technologies Capital Management, LP | 9,815 | $540.0K | 0.15% | +460+4.9% | Added |
| Jefferies Group LLC | 9,952 | $547.5K | 0.02% | +9,952 | New |
| ETF Managers Group, LLC | 9,993 | $570.0K | 0.02% | +449+4.7% | Added |
| Advisor OS, LLC | 10,562 | $581.0K | 0.17% | +923+9.6% | Added |
| Xponance, Inc. | 10,575 | $582.0K | 0.01% | +1,100+11.6% | Added |
| Twin Tree Management, LP | 10,636 | $585.0K | 0.01% | −53,981−83.5% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $592.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,999 | $605.0K | 0.00% | −3,137−22.2% | Reduced |
| Wealthsource Partners, LLC | 11,026 | $607.0K | 0.04% | +72+0.7% | Added |
| PEAK6 Investments LLC | 11,191 | $616.0K | 0.01% | −7,524−40.2% | Reduced |
| Capital Asset Advisory Services LLC | 11,625 | $639.0K | 0.07% | +627+5.7% | Added |
| First Capital Advisors Group, LLC. | 11,627 | $640.0K | 0.44% | +170+1.5% | Added |
| Maven Securities LTD | 11,800 | $649.0K | 0.11% | +5,139+77.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,940 | $657.0K | 0.00% | −1,890−13.7% | Reduced |
| Voya Investment Management LLC | 12,249 | $674.0K | 0.00% | +538+4.6% | Added |
| Quantamental Technologies LLC | 12,299 | $677.0K | 0.31% | +12,299 | New |
| Baker Tilly Wealth Management, LLC | 12,470 | $686.0K | 0.09% | −226−1.8% | Reduced |
| State of Alaska, Department of Revenue | 12,563 | $691.0K | 0.01% | +280+2.3% | Added |
| Dana Investment Advisors, Inc. | 12,716 | $700.0K | 0.04% | +3,375+36.1% | Added |
| First Trust Advisors LP | 12,945 | $712.0K | 0.00% | −41,425−76.2% | Reduced |
| New Mexico Educational Retirement Board | 13,760 | $757.0K | 0.04% | −3,000−17.9% | Reduced |
| CenterBook Partners LP | 14,020 | $771.0K | 0.17% | +8,318+145.9% | Added |
| Wellington Management Group LLP | 14,055 | $773.0K | 0.00% | +14,055 | New |
| Integrated Advisors Network LLC | 14,078 | $774.0K | 0.05% | +1,231+9.6% | Added |
| Tudor Investment Corp Et Al | 14,082 | $775.0K | 0.02% | +14,082 | New |
| Deutsche Bank AG | 14,269 | $786.0K | 0.00% | −1,699−10.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,638 | $805.0K | 0.02% | +126+0.9% | Added |
| Teacher Retirement System of Texas | 14,757 | $812.0K | 0.01% | −3,238−18.0% | Reduced |
| Baader Bank INC | 15,672 | $862.0K | 0.09% | +15,672 | New |
| STRS Ohio | 16,036 | $882.0K | 0.00% | +16,036 | New |
| Russell Investments Group, Ltd. | 16,146 | $886.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 16,732 | $920.0K | 0.32% | −5,030−23.1% | Reduced |
| Exchange Traded Concepts, LLC | 16,898 | $930.0K | 0.03% | −9,346−35.6% | Reduced |
| Prudential Financial Inc | 16,416 | $936.0K | 0.00% | +8,519+107.9% | Added |
| Pin Oak Investment Advisors Inc | 17,040 | $937.0K | 1.15% | −225−1.3% | Reduced |
| Uncommon Cents Investing LLC | 17,325 | $953.0K | 0.38% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,700 | $974.0K | 0.03% | +7,040+66.0% | Added |
| USS Investment Management Ltd | 18,258 | $1.00M | 0.01% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 18,888 | $1.04M | 0.52% | −467−2.4% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 18,970 | $1.04M | 0.13% | +220+1.2% | Added |
| FDx Advisors, Inc. | 19,135 | $1.05M | 0.04% | +177+0.9% | Added |
| Brown Brothers Harriman & Co | 19,822 | $1.09M | 0.01% | −4,277−17.7% | Reduced |
| M&T Bank Corp | 20,297 | $1.10M | 0.01% | +1,291+6.8% | Added |
| Summit Global Investments | 20,397 | $1.12M | 0.10% | +10.0% | Added |
| Guggenheim Capital LLC | 20,563 | $1.13M | 0.01% | −2,008−8.9% | Reduced |
| Gotham Asset Management, LLC | 22,126 | $1.22M | 0.04% | +11,003+98.9% | Added |
| Citigroup Inc | 22,143 | $1.22M | 0.00% | −1,948−8.1% | Reduced |
| State of Michigan Retirement System | 22,279 | $1.23M | 0.01% | +100+0.5% | Added |
| FJ Capital Management LLC | 22,000 | $1.23M | 0.12% | −50−0.2% | Reduced |
| Thrivent Financial for Lutherans | 22,944 | $1.26M | 0.00% | +112+0.5% | Added |
| Ameritas Investment Partners, Inc. | 23,138 | $1.27M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 23,000 | $1.32M | 0.04% | +100+0.4% | Added |
| Perpetual Investment Management Ltd | 24,000 | $1.32M | 0.19% | +13,000+118.2% | Added |
| Noked Capital LTD | 24,020 | $1.32M | 0.30% | −142,630−85.6% | Reduced |
| Noked Israel Ltd | 24,020 | $1.32M | 0.30% | −142,630−85.6% | Reduced |
| Janus Henderson Group PLC | 25,016 | $1.38M | 0.00% | +3,611+16.9% | Added |
| Oregon Public Employees Retirement Fund | 25,141 | $1.38M | 0.02% | −2,750−9.9% | Reduced |
| Arizona State Retirement System | 25,275 | $1.39M | 0.01% | +1,391+5.8% | Added |
| Credential Qtrade Securities Inc. | 26,339 | $1.45M | 0.10% | +3,043+13.1% | Added |
| Qube Research & Technologies Ltd | 26,887 | $1.48M | 0.01% | +26,887 | New |
| Vontobel Holding Ltd. | 26,535 | $1.51M | 0.02% | +3,450+14.9% | Added |
| Gsa Capital Partners LLP | 27,581 | $1.52M | 0.23% | +24,085+688.9% | Added |
| Price T Rowe Associates Inc | 28,764 | $1.58M | 0.00% | −376−1.3% | Reduced |
| Rafferty Asset Management, LLC | 29,490 | $1.62M | 0.01% | −10,907−27.0% | Reduced |
| Crestline Management, LP | 29,924 | $1.65M | 0.22% | +4,189+16.3% | Added |