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 |
|---|---|---|---|---|---|
| PEAK6 Investments LLC | 11,191 | $616.0K | 0.01% | −7,524−40.2% | Reduced |
| Wealthsource Partners, LLC | 11,026 | $607.0K | 0.04% | +72+0.7% | Added |
| ProShare Advisors LLC | 10,999 | $605.0K | 0.00% | −3,137−22.2% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $592.0K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 10,636 | $585.0K | 0.01% | −53,981−83.5% | Reduced |
| Xponance, Inc. | 10,575 | $582.0K | 0.01% | +1,100+11.6% | Added |
| Advisor OS, LLC | 10,562 | $581.0K | 0.17% | +923+9.6% | Added |
| ETF Managers Group, LLC | 9,993 | $570.0K | 0.02% | +449+4.7% | Added |
| Jefferies Group LLC | 9,952 | $547.5K | 0.02% | +9,952 | New |
| Gyon Technologies Capital Management, LP | 9,815 | $540.0K | 0.15% | +460+4.9% | Added |
| Simplex Trading, LLC | 9,786 | $538.0K | 0.02% | +5,562+131.7% | Added |
| LVW Advisors, LLC | 9,754 | $537.0K | 0.11% | +454+4.9% | Added |
| Quantbot Technologies LP | 9,683 | $532.0K | 0.05% | −5,798−37.5% | Reduced |
| LPL Financial LLC | 9,359 | $515.0K | 0.00% | −3,929−29.6% | Reduced |
| Precision Wealth Strategies, LLC | 8,894 | $483.0K | 0.38% | +755+9.3% | Added |
| EverSource Wealth Advisors, LLC | 8,763 | $482.0K | 0.12% | +113+1.3% | Added |
| Graham Capital Management, L.P. | 8,169 | $449.0K | 0.02% | −7,086−46.5% | Reduced |
| XTX Topco Ltd | 8,106 | $446.0K | 0.18% | +8,106 | New |
| Securian Asset Management, Inc | 7,972 | $439.0K | 0.01% | +139+1.8% | Added |
| Advisory Services Network, LLC | 7,708 | $424.0K | 0.01% | −57−0.7% | Reduced |
| 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 |
| Fox Run Management, L.L.C. | 7,399 | $407.0K | 0.20% | +7,399 | New |
| Yorktown Management & Research Co Inc | 7,250 | $399.0K | 0.51% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 7,187 | $395.0K | 0.00% | −1,113−13.4% | Reduced |
| Hyman Charles D | 7,158 | $394.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| FourThought Financial, LLC | 6,691 | $368.0K | 0.05% | +1,164+21.1% | Added |
| CWM Advisors, LLC | 6,670 | $367.0K | 0.05% | +75+1.1% | Added |
| Intercontinental Wealth Advisors, LLC | 6,575 | $362.0K | 0.10% | −97−1.5% | Reduced |
| Boothbay Fund Management, LLC | 5,935 | $326.0K | 0.01% | −660−10.0% | Reduced |
| Pictet Asset Management SA | 5,866 | $323.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 5,845 | $321.5K | 0.11% | +804+15.9% | Added |
| Neo Ivy Capital Management | 5,827 | $320.0K | 0.86% | +4,689+412.0% | Added |
| Ibex Investors LLC | 5,600 | $308.0K | 0.26% | −400−6.7% | Reduced |
| Tower Research Capital LLC (TRC) | 5,524 | $304.0K | 0.01% | +2,639+91.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 5,378 | $296.0K | 0.21% | +1,103+25.8% | Added |
| MML Investors Services, LLC | 5,312 | $292.0K | 0.00% | +52+1.0% | Added |
| Mirabella Financial Services LLP | 5,190 | $286.0K | 0.03% | +5,190 | New |
| Doliver Advisors, LP | 5,035 | $277.0K | 0.10% | +100+2.0% | Added |
| Utah Retirement Systems | 4,800 | $264.0K | 0.00% | +600+14.3% | Added |
| swisspartners Ltd. | 4,600 | $261.0K | 0.25% | 00.0% | Unchanged |
| Shelton Capital Management | 4,672 | $257.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 4,642 | $256.0K | 0.00% | +676+17.0% | Added |
| Trexquant Investment LP | 4,634 | $255.0K | 0.01% | +4,634 | New |
| First Citizens Bank & Trust Co | 4,616 | $254.0K | 0.01% | +13+0.3% | Added |
| Lebenthal Global Advisors, LLC | 4,562 | $250.0K | 0.12% | +4,562 | New |
| HighTower Trust Services, LTA | 8,749 | $249.0K | 0.04% | +8,749 | New |
| Caxton Associates LP | 4,411 | $243.0K | 0.03% | +4,411 | New |
| Hennion & Walsh Asset Management, Inc. | 4,143 | $228.0K | 0.01% | +4,143 | New |
| Prelude Capital Management, LLC | 4,022 | $221.0K | 0.01% | −2,367−37.0% | Reduced |
| CIBC Asset Management Inc | 3,914 | $215.0K | 0.00% | −286−6.8% | Reduced |
| 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 |
| HBK Sorce Advisory LLC | 3,758 | $207.0K | 0.02% | +45+1.2% | Added |
| Profund Advisors LLC | 3,638 | $200.0K | 0.01% | −990−21.4% | Reduced |
| The PNC Financial Services Group, Inc. | 3,436 | $190.0K | 0.00% | −763−18.2% | Reduced |
| Captrust Financial Advisors | 3,314 | $182.0K | 0.00% | −122−3.6% | Reduced |
| Crewe Advisors LLC | 2,611 | $144.0K | 0.03% | +63+2.5% | Added |
| Acadian Asset Management LLC | 2,378 | $131.0K | 0.00% | −191−7.4% | Reduced |
| Bartlett & Co. LLC | 2,360 | $130.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $129.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 2,323 | $128.0K | 0.08% | +735+46.3% | Added |
| Covestor Ltd | 2,270 | $125.0K | 0.10% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,096 | $116.0K | 0.01% | −284−11.9% | Reduced |
| Macquarie Group Ltd | 2,028 | $112.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,995 | $110.0K | 0.00% | −5,789−74.4% | Reduced |
| Amundi | 1,768 | $94.0K | 0.00% | −5,072−74.2% | Reduced |
| Tyler-Stone Wealth Management | 1,650 | $91.0K | 0.06% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 1,553 | $86.0K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 1,188 | $65.4K | 0.00% | +1,188 | New |
| Spire Wealth Management | 1,063 | $58.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $55.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $55.0K | 0.01% | 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 |
| 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 |
| Toronto Dominion Bank | 785 | $44.0K | 0.00% | +30+4.0% | Added |
| Quadrant Capital Group LLC | 743 | $41.0K | 0.01% | +478+180.4% | Added |
| Quent Capital, LLC | 719 | $40.0K | 0.01% | +1+0.1% | Added |
| CWM, LLC | 653 | $36.0K | 0.00% | +378+137.5% | Added |
| Signaturefd, LLC | 656 | $36.0K | 0.00% | +561+590.5% | Added |
| FinTrust Capital Advisors, LLC | 600 | $34.0K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 569 | $31.3K | 0.02% | +569 | New |
| Lindbrook Capital, LLC | 541 | $30.0K | 0.00% | +41+8.2% | Added |
| JFS Wealth Advisors, LLC | 522 | $29.0K | 0.00% | +7+1.4% | Added |
| First Horizon Advisors, Inc. | 519 | $28.0K | 0.00% | +337+185.2% | Added |
| Banque Cantonale Vaudoise | 433 | $24.0K | 0.00% | +433 | New |
| Nisa Investment Advisors, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $20.9K | 0.00% | 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 |
| Benjamin F. Edwards & Company, Inc. | 352 | $19.0K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 348 | $19.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 312 | $17.0K | 0.00% | +230+280.5% | Added |
| Aquatic Capital Management LLC | 300 | $17.0K | 0.01% | +300 | New |