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 |
|---|---|---|---|---|---|
| UBS Group AG | 4,509 | $288.0K | 0.00% | −52,571−92.1% | Reduced |
| Guggenheim Capital LLC | 4,504 | $288.0K | 0.00% | −16,059−78.1% | Reduced |
| Lebenthal Global Advisors, LLC | 4,562 | $291.0K | 0.13% | 00.0% | Unchanged |
| swisspartners Ltd. | 4,600 | $294.0K | 0.30% | 00.0% | Unchanged |
| Shelton Capital Management | 4,672 | $299.0K | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 4,719 | $302.0K | 0.02% | +576+13.9% | Added |
| HBK Sorce Advisory LLC | 4,794 | $306.0K | 0.02% | +1,036+27.6% | Added |
| Utah Retirement Systems | 4,900 | $313.0K | 0.01% | +100+2.1% | Added |
| Doliver Advisors, LP | 5,035 | $322.0K | 0.12% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 5,100 | $325.9K | 0.00% | +5,100 | New |
| MML Investors Services, LLC | 5,148 | $329.0K | 0.00% | −164−3.1% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 5,530 | $353.0K | 0.10% | +5,530 | New |
| Creative Planning | 5,594 | $358.0K | 0.00% | +5,594 | New |
| HighTower Advisors, LLC | 5,775 | $368.0K | 0.00% | +1,133+24.4% | Added |
| CWM Advisors, LLC | 5,837 | $373.0K | 0.05% | −833−12.5% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 5,875 | $375.0K | 0.28% | +497+9.2% | Added |
| Heritage Wealth Management, LLC | 6,082 | $389.0K | 0.12% | +237+4.1% | Added |
| Gsa Capital Partners LLP | 6,329 | $404.0K | 0.05% | −21,252−77.1% | Reduced |
| Pictet Asset Management SA | 6,563 | $419.0K | 0.00% | +697+11.9% | Added |
| Intercontinental Wealth Advisors, LLC | 6,702 | $428.0K | 0.13% | +127+1.9% | Added |
| Tower Research Capital LLC (TRC) | 7,078 | $452.0K | 0.01% | +1,554+28.1% | Added |
| Mystic Asset Management, Inc. | 7,150 | $456.0K | 0.29% | 00.0% | Unchanged |
| Hyman Charles D | 7,158 | $457.0K | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 7,536 | $482.0K | 0.00% | −138−1.8% | Reduced |
| Capital Asset Advisory Services LLC | 7,625 | $487.0K | 0.06% | −4,000−34.4% | Reduced |
| Noked Capital LTD | 7,637 | $488.0K | 0.05% | −16,383−68.2% | Reduced |
| Noked Israel Ltd | 7,637 | $488.0K | 0.12% | −16,383−68.2% | Reduced |
| Crestline Management, LP | 7,674 | $490.0K | 0.07% | −22,250−74.4% | Reduced |
| Capula Management Ltd | 7,700 | $492.0K | 0.06% | +7,700 | New |
| EverSource Wealth Advisors, LLC | 7,777 | $497.0K | 0.11% | −986−11.3% | Reduced |
| Crossmark Global Holdings, Inc. | 7,803 | $498.0K | 0.01% | +143+1.9% | Added |
| FourThought Financial, LLC | 8,078 | $516.0K | 0.08% | +1,387+20.7% | Added |
| Ibex Investors LLC | 8,500 | $543.0K | 0.46% | +2,900+51.8% | Added |
| Precision Wealth Strategies, LLC | 7,484 | $570.0K | 0.50% | −1,410−15.9% | Reduced |
| Securian Asset Management, Inc | 9,391 | $600.0K | 0.02% | +1,419+17.8% | Added |
| Seven Eight Capital, LP | 9,424 | $602.0K | 0.12% | +9,424 | New |
| Wolverine Trading, LLC | 9,593 | $617.0K | 0.02% | +9,593 | New |
| Wellington Management Group LLP | 9,704 | $621.0K | 0.00% | −4,351−31.0% | Reduced |
| LVW Advisors, LLC | 9,878 | $631.0K | 0.14% | +124+1.3% | Added |
| LPL Financial LLC | 9,890 | $632.0K | 0.00% | +531+5.7% | Added |
| First Capital Advisors Group, LLC. | 10,062 | $643.0K | 0.54% | −1,565−13.5% | Reduced |
| United Services Automobile Association | 10,389 | $664.0K | 0.02% | +10,389 | New |
| ETF Managers Group, LLC | 10,407 | $665.0K | 0.02% | +414+4.1% | Added |
| Public Employees Retirement Association of Colorado | 10,765 | $688.0K | 0.00% | 00.0% | Unchanged |
| Wealthsource Partners, LLC | 10,819 | $691.0K | 0.05% | −207−1.9% | Reduced |
| Advisor OS, LLC | 11,121 | $711.0K | 0.21% | +559+5.3% | Added |
| Natixis Advisors, L.P. | 11,378 | $727.0K | 0.00% | +11,378 | New |
| Baker Tilly Wealth Management, LLC | 11,534 | $737.0K | 0.10% | −936−7.5% | Reduced |
| Xponance, Inc. | 11,938 | $763.0K | 0.01% | +1,363+12.9% | Added |
| Voya Investment Management LLC | 11,955 | $764.0K | 0.00% | −294−2.4% | Reduced |
| ProShare Advisors LLC | 12,530 | $801.0K | 0.00% | +1,531+13.9% | Added |
| Teachers Retirement System of the State of Kentucky | 12,580 | $804.0K | 0.01% | +12,580 | New |
| CenterBook Partners LP | 12,813 | $819.0K | 0.16% | −1,207−8.6% | Reduced |
| First Trust Advisors LP | 12,986 | $830.0K | 0.00% | +41+0.3% | Added |
| Aigen Investment Management, LP | 13,226 | $845.0K | 0.12% | +13,226 | New |
| Dana Investment Advisors, Inc. | 13,328 | $852.0K | 0.05% | +612+4.8% | Added |
| Teacher Retirement System of Texas | 13,537 | $865.0K | 0.01% | −1,220−8.3% | Reduced |
| BNP Paribas Arbitrage, SA | 13,618 | $870.3K | 0.00% | −22,634−62.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,691 | $875.0K | 0.01% | +1,751+14.7% | Added |
| STRS Ohio | 13,857 | $885.0K | 0.00% | −2,179−13.6% | Reduced |
| State of Alaska, Department of Revenue | 14,283 | $912.0K | 0.01% | +1,720+13.7% | Added |
| Integrated Advisors Network LLC | 14,761 | $943.0K | 0.06% | +683+4.9% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,853 | $949.0K | 0.02% | +215+1.5% | Added |
| Cumberland Partners Ltd | 15,000 | $959.0K | 0.10% | +15,000 | New |
| New Mexico Educational Retirement Board | 16,060 | $1.03M | 0.06% | +2,300+16.7% | Added |
| FJ Capital Management LLC | 16,000 | $1.03M | 0.12% | −6,000−27.3% | Reduced |
| Pin Oak Investment Advisors Inc | 16,640 | $1.06M | 1.33% | −400−2.3% | Reduced |
| Maven Securities LTD | 16,700 | $1.07M | 0.05% | +4,900+41.5% | Added |
| Prudential Financial Inc | 16,798 | $1.08M | 0.00% | +382+2.3% | Added |
| Exchange Traded Concepts, LLC | 17,125 | $1.09M | 0.04% | +227+1.3% | Added |
| Uncommon Cents Investing LLC | 17,325 | $1.11M | 0.46% | 00.0% | Unchanged |
| USS Investment Management Ltd | 18,258 | $1.17M | 0.02% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 18,530 | $1.18M | 0.12% | −25,920−58.3% | Reduced |
| Palouse Capital Management, Inc. | 18,675 | $1.19M | 0.68% | −213−1.1% | Reduced |
| Gabelli & Co Investment Advisers, Inc. | 18,895 | $1.21M | 0.16% | −75−0.4% | Reduced |
| M&T Bank Corp | 19,549 | $1.25M | 0.01% | −748−3.7% | Reduced |
| FDx Advisors, Inc. | 19,530 | $1.25M | 0.06% | +395+2.1% | Added |
| Brown Brothers Harriman & Co | 19,877 | $1.27M | 0.01% | +55+0.3% | Added |
| KB Financial Partners, LLC | 20,003 | $1.28M | 0.46% | +3,271+19.5% | Added |
| Summit Global Investments | 20,933 | $1.34M | 0.12% | +536+2.6% | Added |
| Citigroup Inc | 24,638 | $1.57M | 0.00% | +2,495+11.3% | Added |
| Vontobel Holding Ltd. | 24,653 | $1.59M | 0.02% | −1,882−7.1% | Reduced |
| HSBC Holdings PLC | 25,074 | $1.60M | 0.00% | −55,975−69.1% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 25,074 | $1.60M | 0.17% | −44,000−63.7% | Reduced |
| Arizona State Retirement System | 25,368 | $1.62M | 0.02% | +93+0.4% | Added |
| Janus Henderson Group PLC | 25,799 | $1.65M | 0.00% | +783+3.1% | Added |
| State of Michigan Retirement System | 25,879 | $1.65M | 0.01% | +3,600+16.2% | Added |
| Credential Qtrade Securities Inc. | 25,924 | $1.66M | 0.13% | −415−1.6% | Reduced |
| Ameritas Investment Partners, Inc. | 26,449 | $1.69M | 0.08% | +3,311+14.3% | Added |
| Winton Group Ltd | 26,999 | $1.73M | 0.11% | −4,496−14.3% | Reduced |
| Thrivent Financial for Lutherans | 27,219 | $1.74M | 0.00% | +4,275+18.6% | Added |
| Cinctive Capital Management LP | 27,315 | $1.75M | 0.08% | +27,315 | New |
| Louisiana State Employees Retirement System | 27,400 | $1.75M | 0.05% | +4,400+19.1% | Added |
| Interval Partners, LP | 28,308 | $1.81M | 0.11% | −43,757−60.7% | Reduced |
| Oregon Public Employees Retirement Fund | 29,984 | $1.92M | 0.03% | +4,843+19.3% | Added |
| Neuberger Berman Group LLC | 30,625 | $1.96M | 0.00% | +659+2.2% | Added |
| US Bancorp | 31,113 | $1.99M | 0.00% | −1,198−3.7% | Reduced |
| Van Den Berg Management I, Inc | 31,333 | $2.00M | 0.59% | −51,951−62.4% | Reduced |
| SkyView Investment Advisors, LLC | 32,095 | $2.05M | 0.60% | +1,338+4.4% | Added |
| Gotham Asset Management, LLC | 32,104 | $2.05M | 0.06% | +9,978+45.1% | Added |