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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 32,877 | $2.10M | 0.00% | −44,846−57.7% | Reduced |
| TD Private Client Wealth LLC | 32,879 | $2.10M | 0.11% | −732−2.2% | Reduced |
| Bridges Investment Management Inc | 33,800 | $2.16M | 0.08% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 33,923 | $2.17M | 0.10% | +2,127+6.7% | Added |
| Price T Rowe Associates Inc | 35,933 | $2.30M | 0.00% | +7,169+24.9% | Added |
| Verition Fund Management LLC | 36,372 | $2.33M | 0.03% | −55,246−60.3% | Reduced |
| Baader Bank INC | 39,761 | $2.54M | 0.22% | +24,089+153.7% | Added |
| Federation des caisses Desjardins du Quebec | 39,808 | $2.54M | 0.03% | +130.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,776 | $2.61M | 0.03% | +4,497+12.4% | Added |
| TownSquare Capital, LLC | 42,707 | $2.73M | 0.08% | −3,799−8.2% | Reduced |
| Atria Investments LLC | 43,478 | $2.78M | 0.06% | −1,292−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 43,771 | $2.80M | 0.01% | +2,066+5.0% | Added |
| Handelsbanken Fonder AB | 43,849 | $2.80M | 0.02% | +308+0.7% | Added |
| Treasurer of the State of North Carolina | 44,348 | $2.83M | 0.02% | +5,070+12.9% | Added |
| Eaton Vance Management | 44,943 | $2.87M | 0.00% | +3,051+7.3% | Added |
| Public Employees Retirement System of Ohio | 47,478 | $3.03M | 0.01% | +409+0.9% | Added |
| Quantbot Technologies LP | 48,413 | $3.09M | 0.23% | +38,730+400.0% | Added |
| Azora Capital LP | 48,946 | $3.13M | 0.46% | −273,666−84.8% | Reduced |
| Harbor Advisors LLC | 49,558 | $3.17M | 0.85% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 49,929 | $3.19M | 0.01% | +1,300+2.7% | Added |
| State of New Jersey Common Pension Fund D | 50,212 | $3.21M | 0.01% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 52,332 | $3.35M | 0.05% | +3,545+7.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 53,324 | $3.41M | 0.01% | +756+1.4% | Added |
| Comerica Bank | 46,592 | $3.55M | 0.03% | +6,142+15.2% | Added |
| EULAV Asset Management | 62,000 | $3.96M | 0.18% | −15,000−19.5% | Reduced |
| Point72 Europe (London) LLP | 62,300 | $3.98M | 1.27% | +62,300 | New |
| Amalgamated Bank | 64,126 | $4.10M | 0.04% | +5,948+10.2% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 64,200 | $4.10M | 0.08% | 00.0% | Unchanged |
| Bank of Montreal | 63,804 | $4.14M | 0.00% | +192+0.3% | Added |
| MetLife Investment Management | 65,842 | $4.21M | 0.04% | +8,857+15.5% | Added |
| State of Tennessee, Treasury Department | 66,376 | $4.24M | 0.02% | +4,791+7.8% | Added |
| Pinebridge Investments, L.P. | 68,304 | $4.37M | 0.06% | +17,460+34.3% | Added |
| Truist Financial Corp | 68,431 | $4.37M | 0.01% | +8,453+14.1% | Added |
| Stony Point Capital LLC | 68,479 | $4.38M | 1.58% | +68,479 | New |
| Deutsche Bank AG | 71,867 | $4.59M | 0.00% | +57,598+403.7% | Added |
| Texas Permanent School Fund | 73,965 | $4.73M | 0.08% | +10,756+17.0% | Added |
| Algert Global LLC | 75,997 | $4.86M | 0.29% | +43,390+133.1% | Added |
| AWH Capital, L.P. | 79,500 | $5.08M | 7.40% | +18,000+29.3% | Added |
| Great West Life Assurance Co | 80,990 | $5.17M | 0.01% | +8,526+11.8% | Added |
| Mutual of America Capital Management LLC | 82,425 | $5.27M | 0.07% | +9,302+12.7% | Added |
| Manufacturers Life Insurance Company, The | 83,252 | $5.32M | 0.00% | +9,761+13.3% | Added |
| Vestmark Advisory Solutions, Inc. | 83,647 | $5.35M | 0.30% | +6,644+8.6% | Added |
| Daiwa Securities Group Inc. | 85,094 | $5.44M | 0.05% | −10,867−11.3% | Reduced |
| Janney Montgomery Scott LLC | 85,144 | $5.44M | 0.02% | +971+1.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 93,351 | $5.97M | 0.03% | +32,281+52.9% | Added |
| M.D. Sass Investors Services, Inc. | 94,267 | $6.03M | 1.10% | −231,586−71.1% | Reduced |
| Jump Financial, LLC | 94,422 | $6.03M | 0.23% | +94,422 | New |
| SEI Investments Co | 95,972 | $6.13M | 0.01% | +381+0.4% | Added |
| State Board of Administration of Florida Retirement System | 96,395 | $6.16M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 97,617 | $6.24M | 0.01% | −135,447−58.1% | Reduced |
| Man Group plc | 98,785 | $6.31M | 0.03% | – | – |
| New York State Common Retirement Fund | 99,175 | $6.34M | 0.01% | −4,401−4.2% | Reduced |
| PenderFund Capital Management Ltd. | 74,148 | $6.55M | 2.05% | −25,812−25.8% | Reduced |
| Bank of America Corp | 104,472 | $6.68M | 0.00% | +19,979+23.6% | Added |
| Two Sigma Advisers, LP | 111,200 | $7.11M | 0.02% | +111,200 | New |
| UBS Asset Management Americas Inc | 112,210 | $7.17M | 0.00% | −17,635−13.6% | Reduced |
| Cubist Systematic Strategies, LLC | 112,491 | $7.19M | 0.05% | +27,313+32.1% | Added |
| Federated Hermes, Inc. | 120,739 | $7.72M | 0.02% | −3,392−2.7% | Reduced |
| Credit Suisse AG | 127,602 | $8.16M | 0.01% | +22,997+22.0% | Added |
| Retirement Systems of Alabama | 134,641 | $8.61M | 0.04% | +19,437+16.9% | Added |
| Ameriprise Financial Inc | 135,179 | $8.64M | 0.00% | +15,464+12.9% | Added |
| Liontrust Investment Partners LLP | 138,201 | $8.83M | 0.14% | −124,646−47.4% | Reduced |
| California State Teachers Retirement System | 141,732 | $9.06M | 0.02% | +22,171+18.5% | Added |
| Barclays PLC | 142,228 | $9.09M | 0.01% | −133,086−48.3% | Reduced |
| Canada Pension Plan Investment Board | 146,540 | $9.37M | 0.02% | +101,740+227.1% | Added |
| Alliancebernstein L.P. | 146,696 | $9.38M | 0.00% | +14,635+11.1% | Added |
| State of Wisconsin Investment Board | 150,102 | $9.59M | 0.03% | −5,780−3.7% | Reduced |
| Russell Investments Group, Ltd. | 152,176 | $9.72M | 0.02% | +136,030+842.5% | Added |
| Gabelli Funds LLC | 152,749 | $9.76M | 0.08% | −15,500−9.2% | Reduced |
| American International Group, Inc. | 162,189 | $10.4M | 0.08% | +17,642+12.2% | Added |
| JPMorgan Chase & Co | 182,107 | $11.6M | 0.00% | −4,555−2.4% | Reduced |
| Owl Creek Asset Management, L.P. | 185,154 | $11.8M | 0.79% | +185,154 | New |
| Two Sigma Investments, LP | 185,767 | $11.9M | 0.04% | +185,767 | New |
| Brooktree Capital Management | 188,818 | $12.1M | 9.94% | +3,272+1.8% | Added |
| FMR LLC | 212,836 | $13.6M | 0.00% | +67,201+46.1% | Added |
| Envestnet Asset Management Inc | 213,524 | $13.6M | 0.01% | +2,521+1.2% | Added |
| Legal & General Group Plc | 213,587 | $13.7M | 0.01% | +19,859+10.3% | Added |
| California Public Employees Retirement System | 216,151 | $13.8M | 0.01% | +62,113+40.3% | Added |
| Swiss National Bank | 221,400 | $14.2M | 0.01% | +1,600+0.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 221,559 | $14.2M | 0.39% | +61,559+38.5% | Added |
| Invesco Ltd. | 221,764 | $14.2M | 0.00% | +41,211+22.8% | Added |
| Bank of Nova Scotia | 235,628 | $15.1M | 0.05% | +67,981+40.6% | Added |
| Nuveen Asset Management, LLC | 238,891 | $15.3M | 0.01% | +6,664+2.9% | Added |
| Heartland Advisors Inc | 245,252 | $15.7M | 1.17% | +34,202+16.2% | Added |
| Stifel Financial Corp | 246,408 | $15.7M | 0.03% | −2,957−1.2% | Reduced |
| Natixis | 248,452 | $15.9M | 0.08% | +70,452+39.6% | Added |
| Royal Bank of Canada | 258,679 | $16.5M | 0.01% | +4,993+2.0% | Added |
| Morgan Stanley | 276,073 | $17.6M | 0.00% | −50,248−15.4% | Reduced |
| Rhumbline Advisers | 280,673 | $17.9M | 0.03% | +35,200+14.3% | Added |
| National Bank of Canada | 285,397 | $18.2M | 0.11% | +84,342+41.9% | Added |
| ExodusPoint Capital Management, LP | 293,685 | $18.8M | 0.26% | +96,917+49.3% | Added |
| Renaissance Technologies LLC | 294,800 | $18.8M | 0.03% | +22,300+8.2% | Added |
| Dimensional Fund Advisors LP | 299,841 | $19.2M | 0.01% | +1,417+0.5% | Added |
| Schonfeld Strategic Advisors LLC | 300,959 | $19.2M | 0.16% | −83,841−21.8% | Reduced |
| Quinn Opportunity Partners LLC | 308,516 | $19.7M | 2.27% | +82,467+36.5% | Added |
| Assenagon Asset Management S.A. | 330,583 | $21.1M | 0.09% | +125,405+61.1% | Added |
| Allspring Global Investments Holdings, LLC | 330,812 | $21.1M | 0.04% | +330,749+524,998.4% | Added |
| Los Angeles Capital Management LLC | 340,783 | $21.8M | 0.11% | −33,300−8.9% | Reduced |
| Oakcliff Capital Partners, LP | 361,247 | $23.1M | 19.41% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 367,244 | $23.5M | 0.06% | −18,476−4.8% | Reduced |