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 3 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, Q3 2022
Institutional positions in Interactive Brokers Group, Inc. as of Sep 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
- 339
- −4 vs. Q2 2022
- Shares held
- 92.3M
- +5.63M (+6.5%) vs. Q2 2022
- Total value
- $5.90B
- +$1.12B (+23.5%) vs. Q2 2022
- New holders
- 45
- 159 more added
- Sold out
- 49
- 94 more reduced
2 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,035,116 | $577.4M | 0.02% | +592,266+7.0% | Added |
| BlackRock Inc. | 8,359,280 | $534.2M | 0.02% | +943,731+12.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,857,903 | $502.2M | 1.67% | −127,265−1.6% | Reduced |
| Select Equity Group, L.P. | 5,604,283 | $358.2M | 1.48% | −746,599−11.8% | Reduced |
| Greenwich Wealth Management LLC | 5,088,775 | $325.2M | 34.69% | +2,597,767+104.3% | Added |
| Orbis Allan Gray Ltd | 3,609,736 | $230.7M | 1.89% | +75,582+2.1% | Added |
| Marshall Wace, LLP | 3,191,985 | $204.0M | 0.51% | −623,727−16.3% | Reduced |
| Bares Capital Management, Inc. | 3,151,054 | $201.4M | 7.85% | −72,186−2.2% | Reduced |
| State Street Corp | 2,636,489 | $168.5M | 0.01% | +340,288+14.8% | Added |
| Cantillon Capital Management LLC | 2,470,872 | $157.9M | 1.43% | −22,039−0.9% | Reduced |
| Jarislowsky, Fraser Ltd | 2,437,326 | $155.8M | 1.08% | +27,127+1.1% | Added |
| Millennium Management LLC | 1,985,572 | $126.9M | 0.16% | +349,464+21.4% | Added |
| Montrusco Bolton Investments Inc. | 1,382,401 | $88.3M | 2.33% | +185,339+15.5% | Added |
| Geode Capital Management, LLC | 1,346,696 | $86.1M | 0.01% | +146,735+12.2% | Added |
| 1832 Asset Management L.P. | 1,145,406 | $73.2M | 0.16% | +14,140+1.2% | Added |
| Bridgewater Associates, LP | 1,134,268 | $72.5M | 0.37% | −104,453−8.4% | Reduced |
| TimesSquare Capital Management, LLC | 1,078,600 | $68.9M | 0.96% | −15,500−1.4% | Reduced |
| Victory Capital Management Inc | 1,063,780 | $68.0M | 0.08% | +214,782+25.3% | Added |
| Ancient Art, L.P. | 1,060,349 | $67.8M | 12.64% | +50,000+4.9% | Added |
| Wells Fargo & Company | 1,026,872 | $65.6M | 0.02% | −15,008−1.4% | Reduced |
| Norges Bank | 1,007,188 | $64.4M | 0.02% | +90,654+9.9% | Added |
| Bank of New York Mellon Corp | 907,578 | $58.0M | 0.01% | +100,201+12.4% | Added |
| Antipodes Partners Ltd | 897,875 | $57.4M | 2.30% | −463,281−34.0% | Reduced |
| Charles Schwab Investment Management Inc | 897,089 | $57.3M | 0.02% | +369,262+70.0% | Added |
| D. E. Shaw & Co., Inc. | 883,629 | $56.5M | 0.10% | −328,892−27.1% | Reduced |
| Abrams Bison Investments, LLC | 870,000 | $55.6M | 6.00% | +870,000 | New |
| Park West Asset Management LLC | 864,581 | $55.3M | 4.37% | −76,000−8.1% | Reduced |
| Bronte Capital Management Pty Ltd. | 861,270 | $55.0M | 6.86% | −27,058−3.0% | Reduced |
| Northern Trust Corp | 728,489 | $46.6M | 0.01% | +67,835+10.3% | Added |
| Jacobs Levy Equity Management, Inc | 669,893 | $42.8M | 0.34% | +669,893 | New |
| Personal Capital Advisors Corp | 612,818 | $39.2M | 0.21% | −144,270−19.1% | Reduced |
| Goldman Sachs Group Inc | 512,086 | $32.7M | 0.01% | −37,809−6.9% | Reduced |
| Owls Nest Partners IA, LLC | 454,241 | $29.0M | 11.66% | +82,540+22.2% | Added |
| Prana Capital Management, LP | 435,706 | $27.8M | 1.90% | +51,573+13.4% | Added |
| Coronation Fund Managers Ltd. | 425,132 | $27.2M | 1.46% | +60,312+16.5% | Added |
| Raymond James & Associates | 417,212 | $26.7M | 0.03% | +310,975+292.7% | Added |
| Point72 Asset Management, L.P. | 400,000 | $25.6M | 0.11% | +92,898+30.2% | Added |
| Principal Financial Group Inc | 399,878 | $25.6M | 0.02% | +54,966+15.9% | Added |
| Alyeska Investment Group, L.P. | 376,959 | $24.1M | 0.28% | +27,423+7.8% | Added |
| Ensign Peak Advisors, Inc | 367,244 | $23.5M | 0.06% | −18,476−4.8% | Reduced |
| Oakcliff Capital Partners, LP | 361,247 | $23.1M | 19.41% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 340,783 | $21.8M | 0.11% | −33,300−8.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 330,812 | $21.1M | 0.04% | +330,749+524,998.4% | Added |
| Assenagon Asset Management S.A. | 330,583 | $21.1M | 0.09% | +125,405+61.1% | Added |
| Quinn Opportunity Partners LLC | 308,516 | $19.7M | 2.27% | +82,467+36.5% | Added |
| Schonfeld Strategic Advisors LLC | 300,959 | $19.2M | 0.16% | −83,841−21.8% | Reduced |
| Dimensional Fund Advisors LP | 299,841 | $19.2M | 0.01% | +1,417+0.5% | Added |
| Renaissance Technologies LLC | 294,800 | $18.8M | 0.03% | +22,300+8.2% | Added |
| ExodusPoint Capital Management, LP | 293,685 | $18.8M | 0.26% | +96,917+49.3% | Added |
| National Bank of Canada | 285,397 | $18.2M | 0.11% | +84,342+41.9% | Added |
| Rhumbline Advisers | 280,673 | $17.9M | 0.03% | +35,200+14.3% | Added |
| Morgan Stanley | 276,073 | $17.6M | 0.00% | −50,248−15.4% | Reduced |
| Royal Bank of Canada | 258,679 | $16.5M | 0.01% | +4,993+2.0% | Added |
| Natixis | 248,452 | $15.9M | 0.08% | +70,452+39.6% | Added |
| Stifel Financial Corp | 246,408 | $15.7M | 0.03% | −2,957−1.2% | Reduced |
| Heartland Advisors Inc | 245,252 | $15.7M | 1.17% | +34,202+16.2% | Added |
| Nuveen Asset Management, LLC | 238,891 | $15.3M | 0.01% | +6,664+2.9% | Added |
| Bank of Nova Scotia | 235,628 | $15.1M | 0.05% | +67,981+40.6% | Added |
| Invesco Ltd. | 221,764 | $14.2M | 0.00% | +41,211+22.8% | Added |
| Weiss Multi-Strategy Advisers LLC | 221,559 | $14.2M | 0.39% | +61,559+38.5% | Added |
| Swiss National Bank | 221,400 | $14.2M | 0.01% | +1,600+0.7% | Added |
| California Public Employees Retirement System | 216,151 | $13.8M | 0.01% | +62,113+40.3% | Added |
| Legal & General Group Plc | 213,587 | $13.7M | 0.01% | +19,859+10.3% | Added |
| Envestnet Asset Management Inc | 213,524 | $13.6M | 0.01% | +2,521+1.2% | Added |
| FMR LLC | 212,836 | $13.6M | 0.00% | +67,201+46.1% | Added |
| Brooktree Capital Management | 188,818 | $12.1M | 9.94% | +3,272+1.8% | Added |
| Two Sigma Investments, LP | 185,767 | $11.9M | 0.04% | +185,767 | New |
| Owl Creek Asset Management, L.P. | 185,154 | $11.8M | 0.79% | +185,154 | New |
| JPMorgan Chase & Co | 182,107 | $11.6M | 0.00% | −4,555−2.4% | Reduced |
| American International Group, Inc. | 162,189 | $10.4M | 0.08% | +17,642+12.2% | Added |
| Gabelli Funds LLC | 152,749 | $9.76M | 0.08% | −15,500−9.2% | Reduced |
| Russell Investments Group, Ltd. | 152,176 | $9.72M | 0.02% | +136,030+842.5% | Added |
| State of Wisconsin Investment Board | 150,102 | $9.59M | 0.03% | −5,780−3.7% | Reduced |
| Alliancebernstein L.P. | 146,696 | $9.38M | 0.00% | +14,635+11.1% | Added |
| Canada Pension Plan Investment Board | 146,540 | $9.37M | 0.02% | +101,740+227.1% | Added |
| Barclays PLC | 142,228 | $9.09M | 0.01% | −133,086−48.3% | Reduced |
| California State Teachers Retirement System | 141,732 | $9.06M | 0.02% | +22,171+18.5% | Added |
| Liontrust Investment Partners LLP | 138,201 | $8.83M | 0.14% | −124,646−47.4% | Reduced |
| Ameriprise Financial Inc | 135,179 | $8.64M | 0.00% | +15,464+12.9% | Added |
| Retirement Systems of Alabama | 134,641 | $8.61M | 0.04% | +19,437+16.9% | Added |
| Credit Suisse AG | 127,602 | $8.16M | 0.01% | +22,997+22.0% | Added |
| Federated Hermes, Inc. | 120,739 | $7.72M | 0.02% | −3,392−2.7% | Reduced |
| Cubist Systematic Strategies, LLC | 112,491 | $7.19M | 0.05% | +27,313+32.1% | Added |
| UBS Asset Management Americas Inc | 112,210 | $7.17M | 0.00% | −17,635−13.6% | Reduced |
| Two Sigma Advisers, LP | 111,200 | $7.11M | 0.02% | +111,200 | New |
| Bank of America Corp | 104,472 | $6.68M | 0.00% | +19,979+23.6% | Added |
| PenderFund Capital Management Ltd. | 74,148 | $6.55M | 2.05% | −25,812−25.8% | Reduced |
| New York State Common Retirement Fund | 99,175 | $6.34M | 0.01% | −4,401−4.2% | Reduced |
| Man Group plc | 98,785 | $6.31M | 0.03% | – | – |
| Susquehanna International Group, LLP | 97,617 | $6.24M | 0.01% | −135,447−58.1% | Reduced |
| State Board of Administration of Florida Retirement System | 96,395 | $6.16M | 0.02% | 00.0% | Unchanged |
| SEI Investments Co | 95,972 | $6.13M | 0.01% | +381+0.4% | Added |
| Jump Financial, LLC | 94,422 | $6.03M | 0.23% | +94,422 | New |
| M.D. Sass Investors Services, Inc. | 94,267 | $6.03M | 1.10% | −231,586−71.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 93,351 | $5.97M | 0.03% | +32,281+52.9% | Added |
| Janney Montgomery Scott LLC | 85,144 | $5.44M | 0.02% | +971+1.2% | Added |
| Daiwa Securities Group Inc. | 85,094 | $5.44M | 0.05% | −10,867−11.3% | Reduced |
| Vestmark Advisory Solutions, Inc. | 83,647 | $5.35M | 0.30% | +6,644+8.6% | Added |
| Manufacturers Life Insurance Company, The | 83,252 | $5.32M | 0.00% | +9,761+13.3% | Added |
| Mutual of America Capital Management LLC | 82,425 | $5.27M | 0.07% | +9,302+12.7% | Added |