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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.

Institutional holdersQ2 2022: 345 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ2 2022: $4.78B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Barclays PLC275,314$15.1M0.02%+205,454+294.1%Added
Dimensional Fund Advisors LP298,424$16.4M0.01%−18,859−5.9%Reduced
Point72 Asset Management, L.P.307,102$16.9M0.08%+307,102New
Azora Capital LP322,612$17.7M4.35%−195,158−37.7%Reduced
M.D. Sass Investors Services, Inc.325,853$17.9M3.39%+20,430+6.7%Added
Morgan Stanley326,321$18.0M0.00%−541,983−62.4%Reduced
Principal Financial Group Inc344,912$19.0M0.01%+48,483+16.4%Added
Alyeska Investment Group, L.P.349,536$19.2M0.22%+127,041+57.1%Added
Oakcliff Capital Partners, LP361,247$19.9M14.65%+61,400+20.5%Added
Coronation Fund Managers Ltd.364,820$20.1M1.11%+258,630+243.6%Added
Owls Nest Partners IA, LLC371,701$20.4M10.30%+75,101+25.3%Added
Los Angeles Capital Management LLC374,083$20.6M0.10%+325+0.1%Added
Prana Capital Management, LP384,133$21.1M1.60%−146,844−27.7%Reduced
Schonfeld Strategic Advisors LLC384,800$21.2M0.22%−244,600−38.9%Reduced
Ensign Peak Advisors, Inc385,720$21.2M0.05%−4,217−1.1%Reduced
Charles Schwab Investment Management Inc527,827$29.0M0.01%+2,086+0.4%Added
Goldman Sachs Group Inc549,895$30.3M0.01%+240,307+77.6%Added
Northern Trust Corp660,654$36.3M0.01%+7,912+1.2%Added
Personal Capital Advisors Corp757,088$41.6M0.22%+37,365+5.2%Added
Bank of New York Mellon Corp807,377$44.4M0.01%+1,870+0.2%Added
Victory Capital Management Inc848,998$46.7M0.05%+68,247+8.7%Added
Bronte Capital Management Pty Ltd.888,328$48.9M5.90%+103,872+13.2%Added
Norges Bank916,534$50.4M0.01%+158,873+21.0%Added
Park West Asset Management LLC940,581$51.7M3.12%+73,000+8.4%Added
Ancient Art, L.P.1,010,349$55.6M8.61%00.0%Unchanged
Wells Fargo & Company1,041,880$57.3M0.02%−40,942−3.8%Reduced
TimesSquare Capital Management, LLC1,094,100$60.2M0.84%+163,300+17.5%Added
1832 Asset Management L.P.1,131,266$62.2M0.13%−2,673−0.2%Reduced
Montrusco Bolton Investments Inc.1,197,062$65.8M1.75%+569,859+90.9%Added
Geode Capital Management, LLC1,199,961$66.0M0.01%+39,062+3.4%Added
D. E. Shaw & Co., Inc.1,212,521$66.7M0.11%−225,671−15.7%Reduced
Bridgewater Associates, LP1,238,721$68.1M0.29%+1,046,173+543.3%Added
Antipodes Partners Ltd1,361,156$74.9M3.12%+284,478+26.4%Added
Millennium Management LLC1,636,108$90.0M0.12%+263,124+19.2%Added
State Street Corp2,296,201$126.3M0.01%+34,967+1.5%Added
Jarislowsky, Fraser Ltd2,410,199$132.6M0.84%+64,516+2.8%Added
Greenwich Wealth Management LLC2,491,008$137.0M18.17%−1,241,986−33.3%Reduced
Cantillon Capital Management LLC2,492,911$137.1M1.14%+268,408+12.1%Added
Bares Capital Management, Inc.3,223,240$177.3M6.48%−777,671−19.4%Reduced
Orbis Allan Gray Ltd3,534,154$194.4M1.56%+2,295,463+185.3%Added
Marshall Wace, LLP3,815,712$209.9M0.48%−677,782−15.1%Reduced
Select Equity Group, L.P.6,350,882$349.4M1.30%+312,093+5.2%Added
BlackRock Inc.7,415,549$407.9M0.01%+137,577+1.9%Added
Kayne Anderson Rudnick Investment Management LLC7,985,168$439.3M1.39%−509,436−6.0%Reduced
Vanguard Group Inc8,442,850$464.4M0.01%+134,862+1.6%Added
Samlyn Capital, LLC0$00.00%−2,101,352−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−137,696−100.0%Sold out
BIT Capital GmbH0$00.00%−78,349−100.0%Sold out
Brookfield Asset Management Inc.0$00.00%−54,967−100.0%Sold out
HRT Financial LP0$00.00%−23,701−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−11,106−100.0%Sold out
Natixis Advisors, L.P.0$00.00%−10,608−100.0%Sold out
Psagot Value Holdings Ltd. / (Israel)0$00.00%−9,480−100.0%Sold out
DRW Securities, LLC0$00.00%−7,000−100.0%Sold out
Engineers Gate Manager LP0$00.00%−6,293−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−5,159−100.0%Sold out
DCM Advisors, LLC0$00.00%−5,067−100.0%Sold out
Axxcess Wealth Management, LLC0$00.00%−4,407−100.0%Sold out
JustInvest LLC0$00.00%−4,056−100.0%Sold out
Gladstone Institutional Advisory LLC0$00.00%−3,837−100.0%Sold out
MQS Management LLC0$00.00%−3,810−100.0%Sold out
Synergy Financial Group, LTD0$00.00%−3,593−100.0%Sold out
Brown Advisory Inc0$00.00%−3,505−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−3,414−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−3,291−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−3,064−100.0%Sold out
Graves-Light Private Wealth Management, Inc.0$00.00%−1,309−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−988−100.0%Sold out
KBC Group NV0$00.00%−914−100.0%Sold out
Cutler Group LP0$00.00%−922−100.0%Sold out
Counterpoint Mutual Funds LLC0$00.00%−344−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−310−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−137−100.0%Sold out
Parkside Financial Bank & Trust0$00.00%−58−100.0%Sold out
Laffer Tengler Investments0$00.00%−59−100.0%Sold out
Clear Street Markets LLC0$00.00%−30−100.0%Sold out
TCWP LLC0$00.00%−34−100.0%Sold out
Assetmark, Inc0$00.00%−11−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−12−100.0%Sold out
Glassman Wealth Services0$00.00%−4−100.0%Sold out
Cordant, Inc.0$00.00%−6−100.0%Sold out
Majedie Asset Management Ltd––––Not filed
Full18 Capital LLC––––Not filed
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed
IndexIQ Advisors LLC––––Not filed
First Quadrant L P––––Not filed
Kings Point Capital Management––––Not filed
SJS Investment Consulting Inc.––––Not filed