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 |
|---|---|---|---|---|---|
| LVW Advisors, LLC | 9,878 | $631.0K | 0.14% | +124+1.3% | Added |
| Wellington Management Group LLP | 9,704 | $621.0K | 0.00% | −4,351−31.0% | Reduced |
| Wolverine Trading, LLC | 9,593 | $617.0K | 0.02% | +9,593 | New |
| Seven Eight Capital, LP | 9,424 | $602.0K | 0.12% | +9,424 | New |
| Securian Asset Management, Inc | 9,391 | $600.0K | 0.02% | +1,419+17.8% | Added |
| Precision Wealth Strategies, LLC | 7,484 | $570.0K | 0.50% | −1,410−15.9% | Reduced |
| Ibex Investors LLC | 8,500 | $543.0K | 0.46% | +2,900+51.8% | Added |
| FourThought Financial, LLC | 8,078 | $516.0K | 0.08% | +1,387+20.7% | Added |
| Crossmark Global Holdings, Inc. | 7,803 | $498.0K | 0.01% | +143+1.9% | Added |
| EverSource Wealth Advisors, LLC | 7,777 | $497.0K | 0.11% | −986−11.3% | Reduced |
| Capula Management Ltd | 7,700 | $492.0K | 0.06% | +7,700 | New |
| Crestline Management, LP | 7,674 | $490.0K | 0.07% | −22,250−74.4% | 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 |
| Capital Asset Advisory Services LLC | 7,625 | $487.0K | 0.06% | −4,000−34.4% | Reduced |
| American Century Companies Inc | 7,536 | $482.0K | 0.00% | −138−1.8% | Reduced |
| Hyman Charles D | 7,158 | $457.0K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,150 | $456.0K | 0.29% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,078 | $452.0K | 0.01% | +1,554+28.1% | Added |
| Intercontinental Wealth Advisors, LLC | 6,702 | $428.0K | 0.13% | +127+1.9% | Added |
| Pictet Asset Management SA | 6,563 | $419.0K | 0.00% | +697+11.9% | Added |
| Gsa Capital Partners LLP | 6,329 | $404.0K | 0.05% | −21,252−77.1% | Reduced |
| Heritage Wealth Management, LLC | 6,082 | $389.0K | 0.12% | +237+4.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 5,875 | $375.0K | 0.28% | +497+9.2% | Added |
| CWM Advisors, LLC | 5,837 | $373.0K | 0.05% | −833−12.5% | Reduced |
| HighTower Advisors, LLC | 5,775 | $368.0K | 0.00% | +1,133+24.4% | Added |
| Creative Planning | 5,594 | $358.0K | 0.00% | +5,594 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5,530 | $353.0K | 0.10% | +5,530 | New |
| MML Investors Services, LLC | 5,148 | $329.0K | 0.00% | −164−3.1% | Reduced |
| Virginia Retirement Systems Et Al | 5,100 | $325.9K | 0.00% | +5,100 | New |
| Doliver Advisors, LP | 5,035 | $322.0K | 0.12% | 00.0% | Unchanged |
| Utah Retirement Systems | 4,900 | $313.0K | 0.01% | +100+2.1% | Added |
| HBK Sorce Advisory LLC | 4,794 | $306.0K | 0.02% | +1,036+27.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,719 | $302.0K | 0.02% | +576+13.9% | Added |
| Shelton Capital Management | 4,672 | $299.0K | 0.01% | 00.0% | Unchanged |
| swisspartners Ltd. | 4,600 | $294.0K | 0.30% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 4,562 | $291.0K | 0.13% | 00.0% | Unchanged |
| 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 |
| Gamco Investors, Inc. Et Al | 4,387 | $280.0K | 0.00% | −2,800−39.0% | Reduced |
| Brown Advisory Inc | 4,305 | $275.0K | 0.00% | +4,305 | New |
| First Hawaiian Bank | 4,283 | $274.0K | 0.01% | +4,283 | New |
| Edgestream Partners, L.P. | 4,084 | $261.0K | 0.02% | +4,084 | New |
| Profund Advisors LLC | 4,063 | $260.0K | 0.02% | +425+11.7% | Added |
| DekaBank Deutsche Girozentrale | 3,962 | $252.0K | 0.00% | +2,409+155.1% | Added |
| CIBC Asset Management Inc | 3,914 | $250.0K | 0.00% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 3,830 | $245.0K | 0.06% | +3,830 | New |
| Mariner, LLC | 3,684 | $235.0K | 0.00% | +3,684 | New |
| Kestra Advisory Services, LLC | 3,664 | $234.0K | 0.00% | +3,664 | New |
| The PNC Financial Services Group, Inc. | 3,575 | $228.0K | 0.00% | +139+4.0% | Added |
| Axxcess Wealth Management, LLC | 3,532 | $226.0K | 0.02% | +3,532 | 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 |
| Inspire Advisors, LLC | 3,456 | $221.0K | 0.06% | +3,456 | New |
| Captrust Financial Advisors | 3,449 | $220.0K | 0.00% | +135+4.1% | Added |
| Synergy Financial Group, LTD | 3,425 | $219.0K | 0.33% | +3,425 | New |
| Macquarie Group Ltd | 2,119 | $216.0K | 0.00% | +91+4.5% | Added |
| Commonwealth Equity Services, LLC | 3,285 | $209.0K | 0.00% | +3,285 | New |
| Boothbay Fund Management, LLC | 3,262 | $208.0K | 0.01% | −2,673−45.0% | Reduced |
| Crewe Advisors LLC | 2,611 | $167.0K | 0.03% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,360 | $151.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $150.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,268 | $145.0K | 0.13% | −2−0.1% | Reduced |
| DuPont Capital Management Corp | 2,257 | $144.0K | 0.01% | +2,257 | New |
| Amundi | 2,003 | $137.0K | 0.00% | +235+13.3% | Added |
| Central Trust Co | 2,020 | $130.0K | 0.00% | +25+1.3% | Added |
| SG Americas Securities, LLC | 1,676 | $107.0K | 0.00% | −142,287−98.8% | Reduced |
| Ossiam | 1,303 | $83.0K | 0.00% | +1,303 | New |
| Quadrant Capital Group LLC | 1,072 | $69.0K | 0.01% | +329+44.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $64.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1,000 | $63.9K | 0.00% | 00.0% | Unchanged |
| 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 |
| Spire Wealth Management | 955 | $61.0K | 0.00% | −108−10.2% | Reduced |
| CVA Family Office, LLC | 905 | $58.0K | 0.02% | +20+2.3% | Added |
| 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 |
| Asset Management One Co.,Ltd. | 816 | $52.0K | 0.00% | +816 | New |
| CWM, LLC | 787 | $50.0K | 0.00% | +134+20.5% | Added |
| Toronto Dominion Bank | 755 | $48.0K | 0.00% | −30−3.8% | Reduced |
| Quent Capital, LLC | 719 | $46.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $43.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 649 | $41.0K | 0.01% | +108+20.0% | Added |
| Signaturefd, LLC | 621 | $40.0K | 0.00% | −35−5.3% | Reduced |
| Eagle Bay Advisors LLC | 549 | $35.0K | 0.02% | −20−3.5% | Reduced |
| JFS Wealth Advisors, LLC | 529 | $34.0K | 0.00% | +7+1.3% | Added |
| Fifth Third Bancorp | 509 | $33.0K | 0.00% | +146+40.2% | Added |
| Benjamin Edwards Inc | 431 | $28.0K | 0.01% | +83+23.9% | Added |
| Wipfli Financial Advisors LLC, | 441 | $28.0K | 0.00% | +441 | New |
| Whittier Trust Co of Nevada Inc | 394 | $25.0K | 0.00% | +24+6.5% | Added |
| Westpac Banking Corp | 380 | $24.3K | 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 |
| Benjamin F. Edwards & Company, Inc. | 352 | $22.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 340 | $21.0K | 0.00% | −179−34.5% | Reduced |
| Penserra Capital Management LLC | 321 | $20.0K | 0.00% | −55−14.6% | Reduced |
| 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 |