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 |
|---|---|---|---|---|---|
| Mutual of America Capital Management LLC | 73,123 | $4.02M | 0.05% | −6,551−8.2% | Reduced |
| Great West Life Assurance Co | 72,464 | $3.99M | 0.01% | +6,656+10.1% | Added |
| Interval Partners, LP | 72,065 | $3.96M | 0.28% | −24,210−25.1% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 69,074 | $3.80M | 0.37% | −10,000−12.6% | Reduced |
| Bank of Montreal | 63,612 | $3.68M | 0.00% | +7,819+14.0% | Added |
| Gillson Capital LP | 66,622 | $3.67M | 0.36% | −133,150−66.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 64,200 | $3.53M | 0.07% | +34,100+113.3% | Added |
| Texas Permanent School Fund | 63,209 | $3.48M | 0.06% | +1,265+2.0% | Added |
| State of Tennessee, Treasury Department | 61,585 | $3.39M | 0.02% | 00.0% | Unchanged |
| AWH Capital, L.P. | 61,500 | $3.38M | 4.56% | +5,000+8.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 61,070 | $3.36M | 0.02% | −69,169−53.1% | Reduced |
| Truist Financial Corp | 59,978 | $3.30M | 0.01% | −3,821−6.0% | Reduced |
| Amalgamated Bank | 58,178 | $3.20M | 0.03% | +5,187+9.8% | Added |
| UBS Group AG | 57,080 | $3.14M | 0.00% | +17,504+44.2% | Added |
| MetLife Investment Management | 56,985 | $3.13M | 0.02% | +621+1.1% | Added |
| Marks Group Wealth Management, Inc | 56,866 | $3.13M | 0.45% | +2,423+4.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 52,568 | $2.89M | 0.01% | −3,097−5.6% | Reduced |
| Pinebridge Investments, L.P. | 50,844 | $2.80M | 0.04% | +25,574+101.2% | Added |
| State of New Jersey Common Pension Fund D | 50,212 | $2.76M | 0.01% | 00.0% | Unchanged |
| Harbor Advisors LLC | 49,558 | $2.73M | 0.66% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 48,787 | $2.68M | 0.04% | +2,150+4.6% | Added |
| New York State Teachers Retirement System | 48,629 | $2.67M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 47,069 | $2.59M | 0.01% | +4,555+10.7% | Added |
| TownSquare Capital, LLC | 46,506 | $2.56M | 0.07% | −4,418−8.7% | Reduced |
| Canada Pension Plan Investment Board | 44,800 | $2.46M | 0.00% | −91,000−67.0% | Reduced |
| Atria Investments LLC | 44,770 | $2.46M | 0.05% | −8,743−16.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 44,450 | $2.44M | 0.28% | +44,450 | New |
| Duality Advisers, LP | 43,908 | $2.42M | 0.24% | +33,759+332.6% | Added |
| Handelsbanken Fonder AB | 43,541 | $2.40M | 0.02% | +10,522+31.9% | Added |
| Comerica Bank | 40,450 | $2.32M | 0.02% | −779−1.9% | Reduced |
| Eaton Vance Management | 41,892 | $2.31M | 0.00% | +1,910+4.8% | Added |
| Advisor Group Holdings, Inc. | 41,705 | $2.29M | 0.01% | +4,679+12.6% | Added |
| Federation des caisses Desjardins du Quebec | 39,795 | $2.19M | 0.02% | +1,006+2.6% | Added |
| Treasurer of the State of North Carolina | 39,278 | $2.16M | 0.01% | +5,917+17.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,279 | $2.00M | 0.02% | +4,257+13.3% | Added |
| BNP Paribas Arbitrage, SA | 36,252 | $1.99M | 0.00% | −45,207−55.5% | Reduced |
| Bridges Investment Management Inc | 33,800 | $1.86M | 0.07% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 33,611 | $1.85M | 0.09% | +40+0.1% | Added |
| Algert Global LLC | 32,607 | $1.79M | 0.13% | +22,390+219.1% | Added |
| US Bancorp | 32,311 | $1.78M | 0.00% | −1,657−4.9% | Reduced |
| NewEdge Wealth, LLC | 31,796 | $1.75M | 0.08% | +12,493+64.7% | Added |
| Winton Group Ltd | 31,495 | $1.73M | 0.09% | −7,848−19.9% | Reduced |
| AlphaCrest Capital Management LLC | 31,080 | $1.71M | 0.08% | +27,002+662.1% | Added |
| SkyView Investment Advisors, LLC | 30,757 | $1.69M | 0.45% | −4,893−13.7% | Reduced |
| Neuberger Berman Group LLC | 29,966 | $1.65M | 0.00% | −3,240−9.8% | Reduced |
| Crestline Management, LP | 29,924 | $1.65M | 0.22% | +4,189+16.3% | Added |
| Rafferty Asset Management, LLC | 29,490 | $1.62M | 0.01% | −10,907−27.0% | Reduced |
| Price T Rowe Associates Inc | 28,764 | $1.58M | 0.00% | −376−1.3% | Reduced |
| Gsa Capital Partners LLP | 27,581 | $1.52M | 0.23% | +24,085+688.9% | Added |
| Vontobel Holding Ltd. | 26,535 | $1.51M | 0.02% | +3,450+14.9% | Added |
| Qube Research & Technologies Ltd | 26,887 | $1.48M | 0.01% | +26,887 | New |
| Credential Qtrade Securities Inc. | 26,339 | $1.45M | 0.10% | +3,043+13.1% | Added |
| Arizona State Retirement System | 25,275 | $1.39M | 0.01% | +1,391+5.8% | Added |
| Oregon Public Employees Retirement Fund | 25,141 | $1.38M | 0.02% | −2,750−9.9% | Reduced |
| Janus Henderson Group PLC | 25,016 | $1.38M | 0.00% | +3,611+16.9% | 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 |
| Perpetual Investment Management Ltd | 24,000 | $1.32M | 0.19% | +13,000+118.2% | Added |
| Louisiana State Employees Retirement System | 23,000 | $1.32M | 0.04% | +100+0.4% | Added |
| Ameritas Investment Partners, Inc. | 23,138 | $1.27M | 0.05% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 22,944 | $1.26M | 0.00% | +112+0.5% | Added |
| FJ Capital Management LLC | 22,000 | $1.23M | 0.12% | −50−0.2% | Reduced |
| State of Michigan Retirement System | 22,279 | $1.23M | 0.01% | +100+0.5% | Added |
| Citigroup Inc | 22,143 | $1.22M | 0.00% | −1,948−8.1% | Reduced |
| Gotham Asset Management, LLC | 22,126 | $1.22M | 0.04% | +11,003+98.9% | Added |
| Guggenheim Capital LLC | 20,563 | $1.13M | 0.01% | −2,008−8.9% | Reduced |
| Summit Global Investments | 20,397 | $1.12M | 0.10% | +10.0% | Added |
| M&T Bank Corp | 20,297 | $1.10M | 0.01% | +1,291+6.8% | Added |
| Brown Brothers Harriman & Co | 19,822 | $1.09M | 0.01% | −4,277−17.7% | Reduced |
| FDx Advisors, Inc. | 19,135 | $1.05M | 0.04% | +177+0.9% | Added |
| Gabelli & Co Investment Advisers, Inc. | 18,970 | $1.04M | 0.13% | +220+1.2% | Added |
| Palouse Capital Management, Inc. | 18,888 | $1.04M | 0.52% | −467−2.4% | Reduced |
| USS Investment Management Ltd | 18,258 | $1.00M | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 17,700 | $974.0K | 0.03% | +7,040+66.0% | Added |
| Uncommon Cents Investing LLC | 17,325 | $953.0K | 0.38% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 17,040 | $937.0K | 1.15% | −225−1.3% | Reduced |
| Prudential Financial Inc | 16,416 | $936.0K | 0.00% | +8,519+107.9% | Added |
| Exchange Traded Concepts, LLC | 16,898 | $930.0K | 0.03% | −9,346−35.6% | Reduced |
| KB Financial Partners, LLC | 16,732 | $920.0K | 0.32% | −5,030−23.1% | Reduced |
| Russell Investments Group, Ltd. | 16,146 | $886.0K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 16,036 | $882.0K | 0.00% | +16,036 | New |
| Baader Bank INC | 15,672 | $862.0K | 0.09% | +15,672 | New |
| Teacher Retirement System of Texas | 14,757 | $812.0K | 0.01% | −3,238−18.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,638 | $805.0K | 0.02% | +126+0.9% | Added |
| Deutsche Bank AG | 14,269 | $786.0K | 0.00% | −1,699−10.6% | Reduced |
| Tudor Investment Corp Et Al | 14,082 | $775.0K | 0.02% | +14,082 | New |
| Integrated Advisors Network LLC | 14,078 | $774.0K | 0.05% | +1,231+9.6% | Added |
| Wellington Management Group LLP | 14,055 | $773.0K | 0.00% | +14,055 | New |
| CenterBook Partners LP | 14,020 | $771.0K | 0.17% | +8,318+145.9% | Added |
| New Mexico Educational Retirement Board | 13,760 | $757.0K | 0.04% | −3,000−17.9% | Reduced |
| First Trust Advisors LP | 12,945 | $712.0K | 0.00% | −41,425−76.2% | Reduced |
| Dana Investment Advisors, Inc. | 12,716 | $700.0K | 0.04% | +3,375+36.1% | Added |
| State of Alaska, Department of Revenue | 12,563 | $691.0K | 0.01% | +280+2.3% | Added |
| Baker Tilly Wealth Management, LLC | 12,470 | $686.0K | 0.09% | −226−1.8% | Reduced |
| Quantamental Technologies LLC | 12,299 | $677.0K | 0.31% | +12,299 | New |
| Voya Investment Management LLC | 12,249 | $674.0K | 0.00% | +538+4.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 11,940 | $657.0K | 0.00% | −1,890−13.7% | Reduced |
| Maven Securities LTD | 11,800 | $649.0K | 0.11% | +5,139+77.2% | Added |
| First Capital Advisors Group, LLC. | 11,627 | $640.0K | 0.44% | +170+1.5% | Added |
| Capital Asset Advisory Services LLC | 11,625 | $639.0K | 0.07% | +627+5.7% | Added |