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 3 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, Q4 2022
Institutional positions in Interactive Brokers Group, Inc. as of Dec 31, 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
- 402
- +67 vs. Q3 2022
- Shares held
- 92.2M
- +25.8K (0.0%) vs. Q3 2022
- Total value
- $6.67B
- +$778.0M (+13.2%) vs. Q3 2022
- New holders
- 99
- 147 more added
- Sold out
- 32
- 113 more reduced
4 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,180,448 | $664.2M | 0.02% | +145,332+1.6% | Added |
| BlackRock Inc. | 8,903,291 | $644.2M | 0.02% | +544,011+6.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,532,009 | $544.9M | 1.70% | −325,894−4.1% | Reduced |
| Orbis Allan Gray Ltd | 4,245,491 | $307.2M | 2.44% | +635,755+17.6% | Added |
| Greenwich Wealth Management LLC | 3,526,650 | $255.2M | 28.07% | −1,562,125−30.7% | Reduced |
| Cantillon Capital Management LLC | 3,220,214 | $233.0M | 1.97% | +749,342+30.3% | Added |
| Select Equity Group, L.P. | 3,151,025 | $228.0M | 0.89% | −2,453,258−43.8% | Reduced |
| Bares Capital Management, Inc. | 3,064,820 | $221.7M | 8.44% | −86,234−2.7% | Reduced |
| State Street Corp | 2,696,065 | $195.1M | 0.01% | +59,576+2.3% | Added |
| Jarislowsky, Fraser Ltd | 2,243,093 | $162.3M | 1.06% | −194,233−8.0% | Reduced |
| Marshall Wace, LLP | 2,027,818 | $146.7M | 0.38% | −1,164,167−36.5% | Reduced |
| Bank of America Corp | 1,474,936 | $106.7M | 0.01% | +1,370,464+1,311.8% | Added |
| Geode Capital Management, LLC | 1,392,895 | $100.8M | 0.01% | +46,199+3.4% | Added |
| Norges Bank | 1,350,610 | $97.7M | 0.02% | +343,422+34.1% | Added |
| Millennium Management LLC | 1,321,974 | $95.6M | 0.11% | −663,598−33.4% | Reduced |
| FIL Ltd | 1,104,798 | $79.9M | 0.10% | +1,104,798 | New |
| 1832 Asset Management L.P. | 1,098,602 | $79.5M | 0.16% | −46,804−4.1% | Reduced |
| Montrusco Bolton Investments Inc. | 1,082,564 | $78.3M | 1.82% | −299,837−21.7% | Reduced |
| Bridgewater Associates, LP | 1,018,534 | $73.7M | 0.40% | −115,734−10.2% | Reduced |
| Wells Fargo & Company | 1,015,664 | $73.5M | 0.02% | −11,208−1.1% | Reduced |
| Ancient Art, L.P. | 1,010,349 | $73.1M | 15.47% | −50,000−4.7% | Reduced |
| Victory Capital Management Inc | 981,865 | $71.0M | 0.08% | −81,915−7.7% | Reduced |
| Assenagon Asset Management S.A. | 975,506 | $70.6M | 0.29% | +644,923+195.1% | Added |
| Bank of New York Mellon Corp | 959,381 | $69.4M | 0.02% | +51,803+5.7% | Added |
| TimesSquare Capital Management, LLC | 946,700 | $68.5M | 0.97% | −131,900−12.2% | Reduced |
| Abrams Bison Investments, LLC | 946,000 | $68.4M | 7.30% | +76,000+8.7% | Added |
| Charles Schwab Investment Management Inc | 925,152 | $66.9M | 0.02% | +28,063+3.1% | Added |
| Samlyn Capital, LLC | 921,566 | $66.7M | 1.31% | +921,566 | New |
| Jacobs Levy Equity Management, Inc | 844,008 | $61.1M | 0.41% | +174,115+26.0% | Added |
| Bronte Capital Management Pty Ltd. | 835,222 | $60.4M | 7.62% | −26,048−3.0% | Reduced |
| Junto Capital Management LP | 834,509 | $60.4M | 1.71% | +834,509 | New |
| Northern Trust Corp | 729,245 | $52.8M | 0.01% | +756+0.1% | Added |
| Personal Capital Advisors Corp | 619,388 | $44.8M | 0.22% | +6,570+1.1% | Added |
| Park West Asset Management LLC | 576,081 | $41.7M | 4.18% | −288,500−33.4% | Reduced |
| Antipodes Partners Ltd | 570,828 | $41.3M | 1.48% | −327,047−36.4% | Reduced |
| Principal Financial Group Inc | 497,552 | $36.0M | 0.03% | +97,674+24.4% | Added |
| Allspring Global Investments Holdings, LLC | 460,975 | $33.4M | 0.06% | +130,163+39.3% | Added |
| Raymond James & Associates | 444,925 | $32.2M | 0.03% | +27,713+6.6% | Added |
| Prana Capital Management, LP | 389,158 | $28.2M | 2.16% | −46,548−10.7% | Reduced |
| Morgan Stanley | 387,686 | $28.0M | 0.00% | +111,613+40.4% | Added |
| Owls Nest Partners IA, LLC | 374,668 | $27.1M | 11.31% | −79,573−17.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 362,200 | $26.2M | 0.22% | +61,241+20.3% | Added |
| National Bank of Canada | 357,771 | $25.9M | 0.07% | +72,374+25.4% | Added |
| Point72 Asset Management, L.P. | 357,400 | $25.9M | 0.10% | −42,600−10.7% | Reduced |
| Ensign Peak Advisors, Inc | 356,832 | $25.8M | 0.06% | −10,412−2.8% | Reduced |
| Oakcliff Capital Partners, LP | 339,647 | $24.6M | 18.33% | −21,600−6.0% | Reduced |
| Goldman Sachs Group Inc | 337,425 | $24.4M | 0.01% | −174,661−34.1% | Reduced |
| Royal Bank of Canada | 324,640 | $23.5M | 0.01% | +65,961+25.5% | Added |
| Invesco Ltd. | 301,358 | $21.8M | 0.01% | +79,594+35.9% | Added |
| Dimensional Fund Advisors LP | 300,537 | $21.7M | 0.01% | +696+0.2% | Added |
| Los Angeles Capital Management LLC | 300,497 | $21.7M | 0.11% | −40,286−11.8% | Reduced |
| Coronation Fund Managers Ltd. | 295,691 | $21.4M | 0.59% | −129,441−30.4% | Reduced |
| Rhumbline Advisers | 293,472 | $21.2M | 0.03% | +12,799+4.6% | Added |
| Stifel Financial Corp | 277,195 | $20.1M | 0.03% | +30,787+12.5% | Added |
| D. E. Shaw & Co., Inc. | 273,616 | $19.8M | 0.03% | −610,013−69.0% | Reduced |
| Renaissance Technologies LLC | 259,900 | $18.8M | 0.03% | −34,900−11.8% | Reduced |
| Nuveen Asset Management, LLC | 238,859 | $17.3M | 0.01% | −320.0% | Reduced |
| Heartland Advisors Inc | 237,953 | $17.2M | 1.09% | −7,299−3.0% | Reduced |
| Alliancebernstein L.P. | 237,448 | $17.2M | 0.01% | +90,752+61.9% | Added |
| Swiss National Bank | 235,900 | $17.1M | 0.01% | +14,500+6.5% | Added |
| Envestnet Asset Management Inc | 234,529 | $17.0M | 0.01% | +21,005+9.8% | Added |
| Legal & General Group Plc | 228,620 | $16.5M | 0.01% | +15,033+7.0% | Added |
| California Public Employees Retirement System | 215,352 | $15.6M | 0.01% | −799−0.4% | Reduced |
| Quinn Opportunity Partners LLC | 211,428 | $15.3M | 1.92% | −97,088−31.5% | Reduced |
| Cantor Fitzgerald, L. P. | 206,510 | $14.9M | 0.32% | +206,510 | New |
| JPMorgan Chase & Co | 193,693 | $14.0M | 0.00% | +11,586+6.4% | Added |
| FMR LLC | 191,319 | $13.8M | 0.00% | −21,517−10.1% | Reduced |
| Owl Creek Asset Management, L.P. | 187,764 | $13.6M | 0.96% | +2,610+1.4% | Added |
| Brooktree Capital Management | 185,281 | $13.4M | 11.01% | −3,537−1.9% | Reduced |
| Canada Pension Plan Investment Board | 174,220 | $12.6M | 0.02% | +27,680+18.9% | Added |
| Sparta 24 Ltd. | 171,554 | $12.4M | 10.69% | +171,554 | New |
| Alyeska Investment Group, L.P. | 169,546 | $12.3M | 0.13% | −207,413−55.0% | Reduced |
| American International Group, Inc. | 160,114 | $11.6M | 0.08% | −2,075−1.3% | Reduced |
| Balyasny Asset Management LLC | 159,023 | $11.5M | 0.04% | +159,023 | New |
| Russell Investments Group, Ltd. | 156,051 | $11.3M | 0.02% | +3,875+2.5% | Added |
| Gabelli Funds LLC | 155,049 | $11.2M | 0.09% | +2,300+1.5% | Added |
| California State Teachers Retirement System | 147,189 | $10.6M | 0.02% | +5,457+3.9% | Added |
| Cubist Systematic Strategies, LLC | 146,885 | $10.6M | 0.09% | +34,394+30.6% | Added |
| State of Wisconsin Investment Board | 144,979 | $10.5M | 0.03% | −5,123−3.4% | Reduced |
| HRT Financial LP | 143,070 | $10.4M | 0.15% | +143,070 | New |
| Retirement Systems of Alabama | 135,588 | $9.81M | 0.04% | +947+0.7% | Added |
| Point72 Europe (London) LLP | 132,900 | $9.62M | 2.49% | +70,600+113.3% | Added |
| Barclays PLC | 132,528 | $9.59M | 0.01% | −9,700−6.8% | Reduced |
| Ameriprise Financial Inc | 132,166 | $9.56M | 0.00% | −3,013−2.2% | Reduced |
| Credit Suisse AG | 131,887 | $9.54M | 0.01% | +4,285+3.4% | Added |
| UBS Asset Management Americas Inc | 127,124 | $9.20M | 0.00% | +14,914+13.3% | Added |
| Federated Hermes, Inc. | 119,424 | $8.64M | 0.02% | −1,315−1.1% | Reduced |
| SEI Investments Co | 111,337 | $8.06M | 0.02% | +15,365+16.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 105,100 | $7.60M | 0.13% | +40,900+63.7% | Added |
| New York State Common Retirement Fund | 101,973 | $7.38M | 0.01% | +2,798+2.8% | Added |
| Dana Investment Advisors, Inc. | 101,812 | $7.37M | 0.39% | +88,484+663.9% | Added |
| Truist Financial Corp | 100,996 | $7.31M | 0.01% | +32,565+47.6% | Added |
| Hudson Bay Capital Management LP | 100,000 | $7.24M | 0.08% | +100,000 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 98,108 | $7.10M | 0.04% | +4,757+5.1% | Added |
| State Board of Administration of Florida Retirement System | 96,395 | $6.97M | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 90,146 | $6.52M | 0.36% | +14,149+18.6% | Added |
| Man Group plc | 87,847 | $6.36M | 0.02% | −10,938−11.1% | Reduced |
| Great West Life Assurance Co | 87,629 | $6.35M | 0.02% | +6,639+8.2% | Added |
| Weiss Multi-Strategy Advisers LLC | 87,281 | $6.32M | 0.18% | −134,278−60.6% | Reduced |
| BNP Paribas Arbitrage, SA | 87,239 | $6.31M | 0.02% | +73,621+540.6% | Added |