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, 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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 5 | $0 | 0.00% | −5−50.0% | Reduced |
| Lazard Asset Management LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Prestige Wealth Management Group LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 6 | $0 | 0.00% | +2+50.0% | Added |
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $0 | 0.00% | +3 | New |
| Sutton Wealth Advisors Inc. | 4 | $256 | 0.00% | +1+33.3% | Added |
| Toth Financial Advisory Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| Capital Advisors, Ltd. LLC | 23 | $1.00K | 0.00% | −1−4.2% | Reduced |
| BerganKDV Wealth Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 13 | $1.00K | 0.00% | +5+62.5% | Added |
| Hallmark Capital Management Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 38 | $2.00K | 0.00% | +8+26.7% | Added |
| Massmutual Trust Co FSB | 24 | $2.00K | 0.00% | +13+118.2% | Added |
| Northwestern Mutual Wealth Management Co | 27 | $2.00K | 0.00% | +17+170.0% | Added |
| Farmers & Merchants Investments Inc | 39 | $2.00K | 0.00% | +39 | New |
| Hexagon Capital Partners LLC | 36 | $2.00K | 0.00% | +36 | New |
| TD Waterhouse Canada Inc. | 33 | $2.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 43 | $3.00K | 0.00% | +43 | New |
| Thomas J. Herzfeld Advisors, Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 63 | $4.00K | 0.00% | +63 | New |
| Parallel Advisors, LLC | 79 | $5.00K | 0.00% | −211−72.8% | Reduced |
| Meeder Asset Management Inc | 98 | $6.00K | 0.00% | −214−68.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 101 | $6.00K | 0.00% | −85−45.7% | Reduced |
| HM Payson & Co | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 98 | $6.00K | 0.00% | −5−4.9% | Reduced |
| Aspire Private Capital, LLC | 109 | $7.00K | 0.00% | +80+275.9% | Added |
| Bogart Wealth, LLC | 111 | $7.00K | 0.00% | +111 | New |
| IFP Advisors, Inc | 96 | $10.0K | 0.00% | +34+54.8% | Added |
| Stonebridge Capital Advisors LLC | 173 | $11.0K | 0.00% | +14+8.8% | Added |
| Adirondack Trust Co | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 249 | $16.0K | 0.00% | +79+46.5% | Added |
| Rosenberg Matthew Hamilton | 280 | $18.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 284 | $18.0K | 0.00% | +106+59.6% | Added |
| DT Investment Partners, LLC | 280 | $18.0K | 0.00% | +280 | New |
| Paragon Wealth Strategies, LLC | 278 | $18.0K | 0.02% | +278 | New |
| Penserra Capital Management LLC | 321 | $20.0K | 0.00% | −55−14.6% | Reduced |
| First Horizon Advisors, Inc. | 340 | $21.0K | 0.00% | −179−34.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 352 | $22.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 377 | $24.0K | 0.00% | +9+2.4% | Added |
| Pinnacle Financial Partners Inc | 370 | $24.0K | 0.00% | +370 | New |
| Westpac Banking Corp | 380 | $24.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 394 | $25.0K | 0.00% | +24+6.5% | Added |
| Benjamin Edwards Inc | 431 | $28.0K | 0.01% | +83+23.9% | Added |
| Wipfli Financial Advisors LLC, | 441 | $28.0K | 0.00% | +441 | New |
| Fifth Third Bancorp | 509 | $33.0K | 0.00% | +146+40.2% | Added |
| JFS Wealth Advisors, LLC | 529 | $34.0K | 0.00% | +7+1.3% | Added |
| Eagle Bay Advisors LLC | 549 | $35.0K | 0.02% | −20−3.5% | Reduced |
| Signaturefd, LLC | 621 | $40.0K | 0.00% | −35−5.3% | Reduced |
| Lindbrook Capital, LLC | 649 | $41.0K | 0.01% | +108+20.0% | Added |
| FinTrust Capital Advisors, LLC | 600 | $43.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 719 | $46.0K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 755 | $48.0K | 0.00% | −30−3.8% | Reduced |
| CWM, LLC | 787 | $50.0K | 0.00% | +134+20.5% | Added |
| Asset Management One Co.,Ltd. | 816 | $52.0K | 0.00% | +816 | New |
| Acadian Asset Management LLC | 905 | $57.0K | 0.00% | −1,473−61.9% | Reduced |
| Nisa Investment Advisors, LLC | 817 | $57.0K | 0.00% | +417+104.3% | Added |
| CVA Family Office, LLC | 905 | $58.0K | 0.02% | +20+2.3% | Added |
| Spire Wealth Management | 955 | $61.0K | 0.00% | −108−10.2% | Reduced |
| Rockefeller Capital Management L.P. | 978 | $62.0K | 0.00% | −32−3.2% | Reduced |
| Wolff Wiese Magana LLC | 968 | $62.0K | 0.05% | −21−2.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $63.9K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $64.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,072 | $69.0K | 0.01% | +329+44.3% | Added |
| Ossiam | 1,303 | $83.0K | 0.00% | +1,303 | New |
| SG Americas Securities, LLC | 1,676 | $107.0K | 0.00% | −142,287−98.8% | Reduced |
| Central Trust Co | 2,020 | $130.0K | 0.00% | +25+1.3% | Added |
| Amundi | 2,003 | $137.0K | 0.00% | +235+13.3% | Added |
| DuPont Capital Management Corp | 2,257 | $144.0K | 0.01% | +2,257 | New |
| Covestor Ltd | 2,268 | $145.0K | 0.13% | −2−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,360 | $150.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,360 | $151.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,611 | $167.0K | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 3,262 | $208.0K | 0.01% | −2,673−45.0% | Reduced |
| Commonwealth Equity Services, LLC | 3,285 | $209.0K | 0.00% | +3,285 | New |
| Macquarie Group Ltd | 2,119 | $216.0K | 0.00% | +91+4.5% | Added |
| Synergy Financial Group, LTD | 3,425 | $219.0K | 0.33% | +3,425 | New |
| Captrust Financial Advisors | 3,449 | $220.0K | 0.00% | +135+4.1% | Added |
| Inspire Advisors, LLC | 3,456 | $221.0K | 0.06% | +3,456 | New |
| Simplex Trading, LLC | 3,490 | $223.0K | 0.01% | −6,296−64.3% | Reduced |
| Wealthfront Advisers LLC | 3,483 | $223.0K | 0.00% | +3,483 | New |
| Axxcess Wealth Management, LLC | 3,532 | $226.0K | 0.02% | +3,532 | New |
| The PNC Financial Services Group, Inc. | 3,575 | $228.0K | 0.00% | +139+4.0% | Added |
| Kestra Advisory Services, LLC | 3,664 | $234.0K | 0.00% | +3,664 | New |
| Mariner, LLC | 3,684 | $235.0K | 0.00% | +3,684 | New |
| Campbell & CO Investment Adviser LLC | 3,830 | $245.0K | 0.06% | +3,830 | New |
| CIBC Asset Management Inc | 3,914 | $250.0K | 0.00% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 3,962 | $252.0K | 0.00% | +2,409+155.1% | Added |
| Profund Advisors LLC | 4,063 | $260.0K | 0.02% | +425+11.7% | Added |
| Edgestream Partners, L.P. | 4,084 | $261.0K | 0.02% | +4,084 | New |
| First Hawaiian Bank | 4,283 | $274.0K | 0.01% | +4,283 | New |
| Brown Advisory Inc | 4,305 | $275.0K | 0.00% | +4,305 | New |
| Gamco Investors, Inc. Et Al | 4,387 | $280.0K | 0.00% | −2,800−39.0% | Reduced |