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, 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 |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | +5 | New |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 0 | $29 | 0.00% | 0 | New |
| TCI Wealth Advisors, Inc. | 1 | $72 | 0.00% | −1−50.0% | Reduced |
| Glassman Wealth Services | 2 | $145 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 3 | $217 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 5 | $362 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $362 | 0.00% | −1−16.7% | Reduced |
| Sutton Wealth Advisors Inc. | 6 | $434 | 0.00% | +2+50.0% | Added |
| Huntington National Bank | 6 | $434 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 7 | $506 | 0.00% | +4+133.3% | Added |
| Schubert & Co | 10 | $724 | 0.00% | −3−23.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 12 | $868 | 0.00% | +12 | New |
| BerganKDV Wealth Management, LLC | 13 | $944 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | −14−60.9% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 10 | $1.00K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.16K | 0.00% | +7+77.8% | Added |
| Romano Brothers and Company | 17 | $1.23K | 0.00% | +17 | New |
| AdvisorNet Financial, Inc | 21 | $1.52K | 0.00% | +6+40.0% | Added |
| JFS Wealth Advisors, LLC | 21 | $1.55K | 0.00% | −508−96.0% | Reduced |
| Prestige Wealth Management Group LLC | 22 | $1.59K | 0.00% | +16+266.7% | Added |
| Accurate Wealth Management, LLC | 30 | $2.28K | 0.00% | +30 | New |
| Earnest Partners LLC | 33 | $2.39K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35 | $2.53K | 0.00% | +35 | New |
| TD Waterhouse Canada Inc. | 30 | $2.64K | 0.00% | −3−9.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 37 | $2.68K | 0.00% | +37 | New |
| Proequities, Inc. | 39 | $2.82K | 0.00% | +39 | New |
| Northwestern Mutual Wealth Management Co | 39 | $2.82K | 0.00% | +12+44.4% | Added |
| Farmers & Merchants Investments Inc | 39 | $2.82K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 45 | $3.00K | 0.00% | +21+87.5% | Added |
| Allworth Financial LP | 42 | $3.04K | 0.00% | +4+10.5% | Added |
| Colonial Trust Co | 47 | $3.43K | 0.00% | +47 | New |
| Harbour Investments, Inc. | 48 | $3.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 56 | $4.05K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 60 | $4.34K | 0.00% | +5+9.1% | Added |
| Parallel Advisors, LLC | 86 | $6.22K | 0.00% | +7+8.9% | Added |
| Bessemer Group Inc | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 143 | $10.3K | 0.00% | +143 | New |
| GWM Advisors LLC | 149 | $10.8K | 0.00% | +149 | New |
| Comerica Securities,inc. | 173 | $12.5K | 0.00% | +173 | New |
| Stonebridge Capital Advisors LLC | 173 | $12.5K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 195 | $14.0K | 0.00% | +195 | New |
| Assetmark, Inc | 194 | $14.0K | 0.00% | +194 | New |
| Harbor Investment Advisory, LLC | 200 | $14.5K | 0.00% | +200 | New |
| First Manhattan Co | 207 | $15.0K | 0.00% | +207 | New |
| Private Trust Co NA | 247 | $18.0K | 0.00% | −2−0.8% | Reduced |
| Adirondack Trust Co | 250 | $18.1K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 281 | $20.0K | 0.01% | +281 | New |
| Paragon Wealth Strategies, LLC | 278 | $20.1K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 280 | $20.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $20.3K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 320 | $23.0K | 0.00% | −1−0.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 352 | $25.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 347 | $25.1K | 0.00% | +7+2.1% | Added |
| Belpointe Asset Management LLC | 352 | $25.5K | 0.00% | +352 | New |
| Pinnacle Financial Partners Inc | 370 | $26.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 377 | $27.3K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $27.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $28.0K | 0.00% | −583−59.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 394 | $28.5K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 445 | $32.0K | 0.01% | +14+3.2% | Added |
| Lindbrook Capital, LLC | 516 | $37.3K | 0.00% | −133−20.5% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $43.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 602 | $43.5K | 0.00% | +501+496.0% | Added |
| Signaturefd, LLC | 659 | $47.7K | 0.00% | +38+6.1% | Added |
| Laffer Tengler Investments | 672 | $48.6K | 0.01% | +672 | New |
| IFP Advisors, Inc | 587 | $51.0K | 0.00% | +491+511.5% | Added |
| Quent Capital, LLC | 719 | $52.1K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 725 | $52.5K | 0.03% | +725 | New |
| CWM, LLC | 760 | $55.0K | 0.00% | −27−3.4% | Reduced |
| Toronto Dominion Bank | 755 | $55.0K | 0.00% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 827 | $60.3K | 0.00% | +11+1.3% | Added |
| CVA Family Office, LLC | 905 | $65.5K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 910 | $66.0K | 0.00% | −45−4.7% | Reduced |
| Ci Investments Inc. | 938 | $68.0K | 0.00% | +654+230.3% | Added |
| Eagle Bay Advisors LLC | 984 | $71.2K | 0.04% | +435+79.2% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $72.3K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,223 | $88.0K | 0.32% | +1,223 | New |
| Richard W. Paul & Associates, LLC | 1,260 | $91.2K | 0.05% | +1,260 | New |
| Quadrant Capital Group LLC | 1,264 | $91.5K | 0.01% | +192+17.9% | Added |
| Ossiam | 1,303 | $94.3K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,350 | $97.7K | 0.00% | −769−36.3% | Reduced |
| Convergence Investment Partners, LLC | 1,931 | $139.7K | 0.08% | +1,931 | New |
| Tower Research Capital LLC (TRC) | 1,955 | $141.0K | 0.01% | −5,123−72.4% | Reduced |
| Counterpoint Mutual Funds LLC | 2,019 | $146.1K | 0.15% | +2,019 | New |
| Central Trust Co | 2,020 | $146.1K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 2,038 | $147.4K | 0.01% | −219−9.7% | Reduced |
| Covestor Ltd | 2,267 | $164.0K | 0.13% | −10.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,360 | $170.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,360 | $171.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,548 | $184.3K | 0.03% | −63−2.4% | Reduced |
| Aspire Private Capital, LLC | 2,659 | $192.4K | 0.07% | +2,550+2,339.4% | Added |
| Advisory Services Network, LLC | 2,732 | $197.7K | 0.01% | +2,732 | New |
| CIBC Asset Management Inc | 2,817 | $203.8K | 0.00% | −1,097−28.0% | Reduced |
| Strategic Investment Advisors | 2,835 | $205.1K | 0.04% | +2,835 | New |
| Wealth Alliance | 3,025 | $218.9K | 0.04% | +3,025 | New |
| Jane Street Group, LLC | 3,128 | $226.3K | 0.00% | −29,749−90.5% | Reduced |
| Advisor Partners II, LLC | 3,296 | $238.5K | 0.01% | +3,296 | New |