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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 29,966 | $1.65M | 0.00% | −3,240−9.8% | Reduced |
| SkyView Investment Advisors, LLC | 30,757 | $1.69M | 0.45% | −4,893−13.7% | Reduced |
| AlphaCrest Capital Management LLC | 31,080 | $1.71M | 0.08% | +27,002+662.1% | Added |
| Winton Group Ltd | 31,495 | $1.73M | 0.09% | −7,848−19.9% | Reduced |
| NewEdge Wealth, LLC | 31,796 | $1.75M | 0.08% | +12,493+64.7% | Added |
| US Bancorp | 32,311 | $1.78M | 0.00% | −1,657−4.9% | Reduced |
| Algert Global LLC | 32,607 | $1.79M | 0.13% | +22,390+219.1% | Added |
| TD Private Client Wealth LLC | 33,611 | $1.85M | 0.09% | +40+0.1% | Added |
| Bridges Investment Management Inc | 33,800 | $1.86M | 0.07% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 36,252 | $1.99M | 0.00% | −45,207−55.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,279 | $2.00M | 0.02% | +4,257+13.3% | Added |
| Treasurer of the State of North Carolina | 39,278 | $2.16M | 0.01% | +5,917+17.7% | Added |
| Federation des caisses Desjardins du Quebec | 39,795 | $2.19M | 0.02% | +1,006+2.6% | Added |
| Advisor Group Holdings, Inc. | 41,705 | $2.29M | 0.01% | +4,679+12.6% | Added |
| Eaton Vance Management | 41,892 | $2.31M | 0.00% | +1,910+4.8% | Added |
| Comerica Bank | 40,450 | $2.32M | 0.02% | −779−1.9% | Reduced |
| Handelsbanken Fonder AB | 43,541 | $2.40M | 0.02% | +10,522+31.9% | Added |
| Duality Advisers, LP | 43,908 | $2.42M | 0.24% | +33,759+332.6% | Added |
| Dynamic Technology Lab Private Ltd | 44,450 | $2.44M | 0.28% | +44,450 | New |
| Atria Investments LLC | 44,770 | $2.46M | 0.05% | −8,743−16.3% | Reduced |
| Canada Pension Plan Investment Board | 44,800 | $2.46M | 0.00% | −91,000−67.0% | Reduced |
| TownSquare Capital, LLC | 46,506 | $2.56M | 0.07% | −4,418−8.7% | Reduced |
| Public Employees Retirement System of Ohio | 47,069 | $2.59M | 0.01% | +4,555+10.7% | Added |
| New York State Teachers Retirement System | 48,629 | $2.67M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 48,787 | $2.68M | 0.04% | +2,150+4.6% | Added |
| Harbor Advisors LLC | 49,558 | $2.73M | 0.66% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 50,212 | $2.76M | 0.01% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 50,844 | $2.80M | 0.04% | +25,574+101.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 52,568 | $2.89M | 0.01% | −3,097−5.6% | Reduced |
| Marks Group Wealth Management, Inc | 56,866 | $3.13M | 0.45% | +2,423+4.5% | Added |
| MetLife Investment Management | 56,985 | $3.13M | 0.02% | +621+1.1% | Added |
| UBS Group AG | 57,080 | $3.14M | 0.00% | +17,504+44.2% | Added |
| Amalgamated Bank | 58,178 | $3.20M | 0.03% | +5,187+9.8% | Added |
| Truist Financial Corp | 59,978 | $3.30M | 0.01% | −3,821−6.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 61,070 | $3.36M | 0.02% | −69,169−53.1% | Reduced |
| AWH Capital, L.P. | 61,500 | $3.38M | 4.56% | +5,000+8.8% | Added |
| State of Tennessee, Treasury Department | 61,585 | $3.39M | 0.02% | 00.0% | Unchanged |
| Texas Permanent School Fund | 63,209 | $3.48M | 0.06% | +1,265+2.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 64,200 | $3.53M | 0.07% | +34,100+113.3% | Added |
| Gillson Capital LP | 66,622 | $3.67M | 0.36% | −133,150−66.7% | Reduced |
| Bank of Montreal | 63,612 | $3.68M | 0.00% | +7,819+14.0% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 69,074 | $3.80M | 0.37% | −10,000−12.6% | Reduced |
| Interval Partners, LP | 72,065 | $3.96M | 0.28% | −24,210−25.1% | Reduced |
| Great West Life Assurance Co | 72,464 | $3.99M | 0.01% | +6,656+10.1% | Added |
| Mutual of America Capital Management LLC | 73,123 | $4.02M | 0.05% | −6,551−8.2% | Reduced |
| Manufacturers Life Insurance Company, The | 73,491 | $4.04M | 0.00% | −378−0.5% | Reduced |
| EULAV Asset Management | 77,000 | $4.24M | 0.17% | −18,000−18.9% | Reduced |
| Vestmark Advisory Solutions, Inc. | 77,003 | $4.24M | 0.24% | +7,909+11.4% | Added |
| Jane Street Group, LLC | 77,723 | $4.28M | 0.01% | +6,091+8.5% | Added |
| HSBC Holdings PLC | 81,049 | $4.45M | 0.01% | −10,034−11.0% | Reduced |
| Van Den Berg Management I, Inc | 83,284 | $4.58M | 1.22% | +9,440+12.8% | Added |
| Janney Montgomery Scott LLC | 84,173 | $4.63M | 0.02% | −5,022−5.6% | Reduced |
| Bank of America Corp | 84,493 | $4.65M | 0.00% | −3,557−4.0% | Reduced |
| Cubist Systematic Strategies, LLC | 85,178 | $4.69M | 0.03% | +12,038+16.5% | Added |
| Verition Fund Management LLC | 91,618 | $5.04M | 0.11% | +54,967+150.0% | Added |
| SEI Investments Co | 95,591 | $5.26M | 0.01% | +10,959+12.9% | Added |
| Daiwa Securities Group Inc. | 95,961 | $5.28M | 0.04% | −7,300−7.1% | Reduced |
| State Board of Administration of Florida Retirement System | 96,395 | $5.30M | 0.01% | −2,780−2.8% | Reduced |
| New York State Common Retirement Fund | 103,576 | $5.70M | 0.01% | +9,597+10.2% | Added |
| Credit Suisse AG | 104,605 | $5.76M | 0.01% | −656−0.6% | Reduced |
| Raymond James & Associates | 106,237 | $5.84M | 0.01% | +9,384+9.7% | Added |
| Retirement Systems of Alabama | 115,204 | $6.34M | 0.03% | +560+0.5% | Added |
| California State Teachers Retirement System | 119,561 | $6.58M | 0.01% | +9,593+8.7% | Added |
| Ameriprise Financial Inc | 119,715 | $6.58M | 0.00% | +3,401+2.9% | Added |
| Citadel Advisors LLC | 122,863 | $6.76M | 0.01% | −513,597−80.7% | Reduced |
| Federated Hermes, Inc. | 124,131 | $6.83M | 0.02% | −8,255−6.2% | Reduced |
| PenderFund Capital Management Ltd. | 99,960 | $7.08M | 1.96% | −10,740−9.7% | Reduced |
| UBS Asset Management Americas Inc | 129,845 | $7.14M | 0.00% | −2,843−2.1% | Reduced |
| Alliancebernstein L.P. | 132,061 | $7.26M | 0.00% | −90,970−40.8% | Reduced |
| SG Americas Securities, LLC | 143,963 | $7.92M | 0.11% | +134,492+1,420.0% | Added |
| American International Group, Inc. | 144,547 | $7.95M | 0.05% | −3,394−2.3% | Reduced |
| FMR LLC | 145,635 | $8.01M | 0.00% | −5,274−3.5% | Reduced |
| Hudson Bay Capital Management LP | 150,000 | $8.25M | 0.08% | +150,000 | New |
| California Public Employees Retirement System | 154,038 | $8.47M | 0.01% | −10,608−6.4% | Reduced |
| State of Wisconsin Investment Board | 155,882 | $8.57M | 0.02% | +16,790+12.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 160,000 | $8.80M | 0.27% | +160,000 | New |
| Phase 2 Partners, LLC | 163,744 | $9.01M | 4.63% | +163,744 | New |
| Bank of Nova Scotia | 167,647 | $9.23M | 0.02% | −209,327−55.5% | Reduced |
| Gabelli Funds LLC | 168,249 | $9.26M | 0.07% | +18,000+12.0% | Added |
| Man Group plc | – | $9.77M | 0.04% | – | – |
| Natixis | 178,000 | $9.79M | 0.04% | +178,000 | New |
| Invesco Ltd. | 180,553 | $9.93M | 0.00% | +44,866+33.1% | Added |
| Brooktree Capital Management | 185,546 | $10.2M | 7.67% | +4,024+2.2% | Added |
| JPMorgan Chase & Co | 186,662 | $10.3M | 0.00% | +26,004+16.2% | Added |
| Legal & General Group Plc | 193,728 | $10.7M | 0.00% | +23,223+13.6% | Added |
| ExodusPoint Capital Management, LP | 196,768 | $10.8M | 0.15% | +196,768 | New |
| LMR Partners LLP | 200,615 | $11.0M | 0.23% | −128,142−39.0% | Reduced |
| National Bank of Canada | 201,055 | $11.2M | 0.06% | +133,650+198.3% | Added |
| Assenagon Asset Management S.A. | 205,178 | $11.3M | 0.05% | −127,219−38.3% | Reduced |
| Envestnet Asset Management Inc | 211,003 | $11.6M | 0.01% | +4,390+2.1% | Added |
| Heartland Advisors Inc | 211,050 | $11.6M | 0.81% | +35,906+20.5% | Added |
| Swiss National Bank | 219,800 | $12.1M | 0.01% | +10,900+5.2% | Added |
| Quinn Opportunity Partners LLC | 226,049 | $12.4M | 1.15% | +51,211+29.3% | Added |
| Nuveen Asset Management, LLC | 232,227 | $12.8M | 0.00% | +17,178+8.0% | Added |
| Susquehanna International Group, LLP | 233,064 | $12.8M | 0.03% | +16,455+7.6% | Added |
| Rhumbline Advisers | 245,473 | $13.5M | 0.02% | +32,751+15.4% | Added |
| Stifel Financial Corp | 249,365 | $13.7M | 0.02% | −3,511−1.4% | Reduced |
| Royal Bank of Canada | 253,686 | $14.0M | 0.00% | −5,532−2.1% | Reduced |
| Liontrust Investment Partners LLP | 262,847 | $14.5M | 0.20% | +262,847 | New |
| Renaissance Technologies LLC | 272,500 | $15.0M | 0.02% | −4,800−1.7% | Reduced |