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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 80,990 | $5.17M | 0.01% | +8,526+11.8% | Added |
| AWH Capital, L.P. | 79,500 | $5.08M | 7.40% | +18,000+29.3% | Added |
| Algert Global LLC | 75,997 | $4.86M | 0.29% | +43,390+133.1% | Added |
| Texas Permanent School Fund | 73,965 | $4.73M | 0.08% | +10,756+17.0% | Added |
| Deutsche Bank AG | 71,867 | $4.59M | 0.00% | +57,598+403.7% | Added |
| Stony Point Capital LLC | 68,479 | $4.38M | 1.58% | +68,479 | New |
| Truist Financial Corp | 68,431 | $4.37M | 0.01% | +8,453+14.1% | Added |
| Pinebridge Investments, L.P. | 68,304 | $4.37M | 0.06% | +17,460+34.3% | Added |
| State of Tennessee, Treasury Department | 66,376 | $4.24M | 0.02% | +4,791+7.8% | Added |
| MetLife Investment Management | 65,842 | $4.21M | 0.04% | +8,857+15.5% | Added |
| Bank of Montreal | 63,804 | $4.14M | 0.00% | +192+0.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 64,200 | $4.10M | 0.08% | 00.0% | Unchanged |
| Amalgamated Bank | 64,126 | $4.10M | 0.04% | +5,948+10.2% | Added |
| Point72 Europe (London) LLP | 62,300 | $3.98M | 1.27% | +62,300 | New |
| EULAV Asset Management | 62,000 | $3.96M | 0.18% | −15,000−19.5% | Reduced |
| Comerica Bank | 46,592 | $3.55M | 0.03% | +6,142+15.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 53,324 | $3.41M | 0.01% | +756+1.4% | Added |
| Yousif Capital Management, LLC | 52,332 | $3.35M | 0.05% | +3,545+7.3% | Added |
| State of New Jersey Common Pension Fund D | 50,212 | $3.21M | 0.01% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 49,929 | $3.19M | 0.01% | +1,300+2.7% | Added |
| Harbor Advisors LLC | 49,558 | $3.17M | 0.85% | 00.0% | Unchanged |
| Azora Capital LP | 48,946 | $3.13M | 0.46% | −273,666−84.8% | Reduced |
| Quantbot Technologies LP | 48,413 | $3.09M | 0.23% | +38,730+400.0% | Added |
| Public Employees Retirement System of Ohio | 47,478 | $3.03M | 0.01% | +409+0.9% | Added |
| Eaton Vance Management | 44,943 | $2.87M | 0.00% | +3,051+7.3% | Added |
| Treasurer of the State of North Carolina | 44,348 | $2.83M | 0.02% | +5,070+12.9% | Added |
| Handelsbanken Fonder AB | 43,849 | $2.80M | 0.02% | +308+0.7% | Added |
| Advisor Group Holdings, Inc. | 43,771 | $2.80M | 0.01% | +2,066+5.0% | Added |
| Atria Investments LLC | 43,478 | $2.78M | 0.06% | −1,292−2.9% | Reduced |
| TownSquare Capital, LLC | 42,707 | $2.73M | 0.08% | −3,799−8.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,776 | $2.61M | 0.03% | +4,497+12.4% | Added |
| Federation des caisses Desjardins du Quebec | 39,808 | $2.54M | 0.03% | +130.0% | Added |
| Baader Bank INC | 39,761 | $2.54M | 0.22% | +24,089+153.7% | Added |
| Verition Fund Management LLC | 36,372 | $2.33M | 0.03% | −55,246−60.3% | Reduced |
| Price T Rowe Associates Inc | 35,933 | $2.30M | 0.00% | +7,169+24.9% | Added |
| NewEdge Wealth, LLC | 33,923 | $2.17M | 0.10% | +2,127+6.7% | Added |
| Bridges Investment Management Inc | 33,800 | $2.16M | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 32,879 | $2.10M | 0.11% | −732−2.2% | Reduced |
| Jane Street Group, LLC | 32,877 | $2.10M | 0.00% | −44,846−57.7% | Reduced |
| Gotham Asset Management, LLC | 32,104 | $2.05M | 0.06% | +9,978+45.1% | Added |
| SkyView Investment Advisors, LLC | 32,095 | $2.05M | 0.60% | +1,338+4.4% | Added |
| Van Den Berg Management I, Inc | 31,333 | $2.00M | 0.59% | −51,951−62.4% | Reduced |
| US Bancorp | 31,113 | $1.99M | 0.00% | −1,198−3.7% | Reduced |
| Neuberger Berman Group LLC | 30,625 | $1.96M | 0.00% | +659+2.2% | Added |
| Oregon Public Employees Retirement Fund | 29,984 | $1.92M | 0.03% | +4,843+19.3% | Added |
| Interval Partners, LP | 28,308 | $1.81M | 0.11% | −43,757−60.7% | Reduced |
| Louisiana State Employees Retirement System | 27,400 | $1.75M | 0.05% | +4,400+19.1% | Added |
| Cinctive Capital Management LP | 27,315 | $1.75M | 0.08% | +27,315 | New |
| Thrivent Financial for Lutherans | 27,219 | $1.74M | 0.00% | +4,275+18.6% | Added |
| Winton Group Ltd | 26,999 | $1.73M | 0.11% | −4,496−14.3% | Reduced |
| Ameritas Investment Partners, Inc. | 26,449 | $1.69M | 0.08% | +3,311+14.3% | Added |
| Credential Qtrade Securities Inc. | 25,924 | $1.66M | 0.13% | −415−1.6% | Reduced |
| State of Michigan Retirement System | 25,879 | $1.65M | 0.01% | +3,600+16.2% | Added |
| Janus Henderson Group PLC | 25,799 | $1.65M | 0.00% | +783+3.1% | Added |
| Arizona State Retirement System | 25,368 | $1.62M | 0.02% | +93+0.4% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 25,074 | $1.60M | 0.17% | −44,000−63.7% | Reduced |
| HSBC Holdings PLC | 25,074 | $1.60M | 0.00% | −55,975−69.1% | Reduced |
| Vontobel Holding Ltd. | 24,653 | $1.59M | 0.02% | −1,882−7.1% | Reduced |
| Citigroup Inc | 24,638 | $1.57M | 0.00% | +2,495+11.3% | Added |
| Summit Global Investments | 20,933 | $1.34M | 0.12% | +536+2.6% | Added |
| KB Financial Partners, LLC | 20,003 | $1.28M | 0.46% | +3,271+19.5% | Added |
| Brown Brothers Harriman & Co | 19,877 | $1.27M | 0.01% | +55+0.3% | Added |
| 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 |
| Gabelli & Co Investment Advisers, Inc. | 18,895 | $1.21M | 0.16% | −75−0.4% | Reduced |
| Palouse Capital Management, Inc. | 18,675 | $1.19M | 0.68% | −213−1.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 18,530 | $1.18M | 0.12% | −25,920−58.3% | Reduced |
| USS Investment Management Ltd | 18,258 | $1.17M | 0.02% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 17,325 | $1.11M | 0.46% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 17,125 | $1.09M | 0.04% | +227+1.3% | Added |
| Prudential Financial Inc | 16,798 | $1.08M | 0.00% | +382+2.3% | Added |
| Maven Securities LTD | 16,700 | $1.07M | 0.05% | +4,900+41.5% | Added |
| Pin Oak Investment Advisors Inc | 16,640 | $1.06M | 1.33% | −400−2.3% | Reduced |
| FJ Capital Management LLC | 16,000 | $1.03M | 0.12% | −6,000−27.3% | Reduced |
| New Mexico Educational Retirement Board | 16,060 | $1.03M | 0.06% | +2,300+16.7% | Added |
| Cumberland Partners Ltd | 15,000 | $959.0K | 0.10% | +15,000 | New |
| Northwestern Mutual Investment Management Company, LLC | 14,853 | $949.0K | 0.02% | +215+1.5% | Added |
| Integrated Advisors Network LLC | 14,761 | $943.0K | 0.06% | +683+4.9% | Added |
| State of Alaska, Department of Revenue | 14,283 | $912.0K | 0.01% | +1,720+13.7% | Added |
| STRS Ohio | 13,857 | $885.0K | 0.00% | −2,179−13.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,691 | $875.0K | 0.01% | +1,751+14.7% | Added |
| BNP Paribas Arbitrage, SA | 13,618 | $870.3K | 0.00% | −22,634−62.4% | Reduced |
| Teacher Retirement System of Texas | 13,537 | $865.0K | 0.01% | −1,220−8.3% | Reduced |
| Dana Investment Advisors, Inc. | 13,328 | $852.0K | 0.05% | +612+4.8% | Added |
| Aigen Investment Management, LP | 13,226 | $845.0K | 0.12% | +13,226 | New |
| First Trust Advisors LP | 12,986 | $830.0K | 0.00% | +41+0.3% | Added |
| CenterBook Partners LP | 12,813 | $819.0K | 0.16% | −1,207−8.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 12,580 | $804.0K | 0.01% | +12,580 | New |
| ProShare Advisors LLC | 12,530 | $801.0K | 0.00% | +1,531+13.9% | Added |
| Voya Investment Management LLC | 11,955 | $764.0K | 0.00% | −294−2.4% | Reduced |
| Xponance, Inc. | 11,938 | $763.0K | 0.01% | +1,363+12.9% | Added |
| Baker Tilly Wealth Management, LLC | 11,534 | $737.0K | 0.10% | −936−7.5% | Reduced |
| Natixis Advisors, L.P. | 11,378 | $727.0K | 0.00% | +11,378 | New |
| Advisor OS, LLC | 11,121 | $711.0K | 0.21% | +559+5.3% | Added |
| Wealthsource Partners, LLC | 10,819 | $691.0K | 0.05% | −207−1.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $688.0K | 0.00% | 00.0% | Unchanged |
| ETF Managers Group, LLC | 10,407 | $665.0K | 0.02% | +414+4.1% | Added |
| United Services Automobile Association | 10,389 | $664.0K | 0.02% | +10,389 | New |
| First Capital Advisors Group, LLC. | 10,062 | $643.0K | 0.54% | −1,565−13.5% | Reduced |
| LPL Financial LLC | 9,890 | $632.0K | 0.00% | +531+5.7% | Added |