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 |
|---|---|---|---|---|---|
| Alyeska Investment Group, L.P. | 376,959 | $24.1M | 0.28% | +27,423+7.8% | Added |
| Principal Financial Group Inc | 399,878 | $25.6M | 0.02% | +54,966+15.9% | Added |
| Point72 Asset Management, L.P. | 400,000 | $25.6M | 0.11% | +92,898+30.2% | Added |
| Raymond James & Associates | 417,212 | $26.7M | 0.03% | +310,975+292.7% | Added |
| Coronation Fund Managers Ltd. | 425,132 | $27.2M | 1.46% | +60,312+16.5% | Added |
| Prana Capital Management, LP | 435,706 | $27.8M | 1.90% | +51,573+13.4% | Added |
| Owls Nest Partners IA, LLC | 454,241 | $29.0M | 11.66% | +82,540+22.2% | Added |
| Goldman Sachs Group Inc | 512,086 | $32.7M | 0.01% | −37,809−6.9% | Reduced |
| Personal Capital Advisors Corp | 612,818 | $39.2M | 0.21% | −144,270−19.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 669,893 | $42.8M | 0.34% | +669,893 | New |
| Northern Trust Corp | 728,489 | $46.6M | 0.01% | +67,835+10.3% | Added |
| Bronte Capital Management Pty Ltd. | 861,270 | $55.0M | 6.86% | −27,058−3.0% | Reduced |
| Park West Asset Management LLC | 864,581 | $55.3M | 4.37% | −76,000−8.1% | Reduced |
| Abrams Bison Investments, LLC | 870,000 | $55.6M | 6.00% | +870,000 | New |
| D. E. Shaw & Co., Inc. | 883,629 | $56.5M | 0.10% | −328,892−27.1% | Reduced |
| Charles Schwab Investment Management Inc | 897,089 | $57.3M | 0.02% | +369,262+70.0% | Added |
| Antipodes Partners Ltd | 897,875 | $57.4M | 2.30% | −463,281−34.0% | Reduced |
| Bank of New York Mellon Corp | 907,578 | $58.0M | 0.01% | +100,201+12.4% | Added |
| Norges Bank | 1,007,188 | $64.4M | 0.02% | +90,654+9.9% | Added |
| Wells Fargo & Company | 1,026,872 | $65.6M | 0.02% | −15,008−1.4% | Reduced |
| Ancient Art, L.P. | 1,060,349 | $67.8M | 12.64% | +50,000+4.9% | Added |
| Victory Capital Management Inc | 1,063,780 | $68.0M | 0.08% | +214,782+25.3% | Added |
| TimesSquare Capital Management, LLC | 1,078,600 | $68.9M | 0.96% | −15,500−1.4% | Reduced |
| Bridgewater Associates, LP | 1,134,268 | $72.5M | 0.37% | −104,453−8.4% | Reduced |
| 1832 Asset Management L.P. | 1,145,406 | $73.2M | 0.16% | +14,140+1.2% | Added |
| Geode Capital Management, LLC | 1,346,696 | $86.1M | 0.01% | +146,735+12.2% | Added |
| Montrusco Bolton Investments Inc. | 1,382,401 | $88.3M | 2.33% | +185,339+15.5% | Added |
| Millennium Management LLC | 1,985,572 | $126.9M | 0.16% | +349,464+21.4% | Added |
| Jarislowsky, Fraser Ltd | 2,437,326 | $155.8M | 1.08% | +27,127+1.1% | Added |
| Cantillon Capital Management LLC | 2,470,872 | $157.9M | 1.43% | −22,039−0.9% | Reduced |
| State Street Corp | 2,636,489 | $168.5M | 0.01% | +340,288+14.8% | Added |
| Bares Capital Management, Inc. | 3,151,054 | $201.4M | 7.85% | −72,186−2.2% | Reduced |
| Marshall Wace, LLP | 3,191,985 | $204.0M | 0.51% | −623,727−16.3% | Reduced |
| Orbis Allan Gray Ltd | 3,609,736 | $230.7M | 1.89% | +75,582+2.1% | Added |
| Greenwich Wealth Management LLC | 5,088,775 | $325.2M | 34.69% | +2,597,767+104.3% | Added |
| Select Equity Group, L.P. | 5,604,283 | $358.2M | 1.48% | −746,599−11.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7,857,903 | $502.2M | 1.67% | −127,265−1.6% | Reduced |
| BlackRock Inc. | 8,359,280 | $534.2M | 0.02% | +943,731+12.7% | Added |
| Vanguard Group Inc | 9,035,116 | $577.4M | 0.02% | +592,266+7.0% | Added |
| LMR Partners LLP | 0 | $0 | 0.00% | −200,615−100.0% | Sold out |
| Phase 2 Partners, LLC | 0 | $0 | 0.00% | −163,744−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −122,863−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −66,622−100.0% | Sold out |
| Marks Group Wealth Management, Inc | 0 | $0 | 0.00% | −56,866−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −43,908−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −31,080−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −29,490−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −26,887−100.0% | Sold out |
| Perpetual Investment Management Ltd | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,082−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −12,299−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −11,191−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10,636−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −9,952−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −9,815−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −8,169−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,106−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −7,708−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,399−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −7,250−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −7,146−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −5,827−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,190−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,634−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −4,616−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −8,749−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,022−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,861−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,857−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Tyler-Stone Wealth Management | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,188−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −433−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Private Capital Group, LLC | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |