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 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 3,301 | $238.8K | 0.47% | −124−3.6% | Reduced |
| AQR Capital Management LLC | 3,312 | $239.6K | 0.00% | +3,312 | New |
| JustInvest LLC | 3,331 | $241.0K | 0.01% | +3,331 | New |
| Inspire Advisors, LLC | 3,415 | $247.1K | 0.06% | −41−1.2% | Reduced |
| Capital Asset Advisory Services LLC | 3,185 | $255.6K | 0.02% | −4,440−58.2% | Reduced |
| Blueshift Asset Management, LLC | 3,552 | $257.0K | 0.12% | +3,552 | New |
| Gyroscope Capital Management Group, LLC | 3,600 | $260.5K | 0.08% | +3,600 | New |
| CWA Asset Management Group, LLC | 3,600 | $260.5K | 0.02% | +3,600 | New |
| Captrust Financial Advisors | 3,745 | $271.0K | 0.00% | +296+8.6% | Added |
| TriaGen Wealth Management LLC | 3,750 | $271.3K | 0.15% | +3,750 | New |
| Wealthfront Advisers LLC | 3,803 | $275.1K | 0.00% | +320+9.2% | Added |
| MBM Wealth Consultants, LLC | 3,905 | $279.0K | 0.13% | +3,905 | New |
| Axxcess Wealth Management, LLC | 3,955 | $286.1K | 0.02% | +423+12.0% | Added |
| Profund Advisors LLC | 4,120 | $298.1K | 0.02% | +57+1.4% | Added |
| Vestcor Inc | 4,163 | $301.0K | 0.01% | +4,163 | New |
| Oppenheimer & Co Inc | 4,178 | $302.3K | 0.01% | +4,178 | New |
| Inceptionr LLC | 4,276 | $309.4K | 0.16% | +4,276 | New |
| HBK Sorce Advisory LLC | 4,288 | $310.0K | 0.01% | −506−10.6% | Reduced |
| Brown Advisory Inc | 4,305 | $311.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 4,361 | $315.5K | 0.05% | −3,416−43.9% | Reduced |
| Cetera Advisor Networks LLC | 4,414 | $319.4K | 0.00% | +4,414 | New |
| Shelton Capital Management | 4,471 | $323.5K | 0.03% | −201−4.3% | Reduced |
| Mariner, LLC | 4,496 | $325.0K | 0.00% | +812+22.0% | Added |
| National Asset Management, Inc. | 4,503 | $325.8K | 0.01% | +4,503 | New |
| First Hawaiian Bank | 4,531 | $328.0K | 0.01% | +248+5.8% | Added |
| AE Wealth Management LLC | 4,555 | $329.6K | 0.00% | +4,555 | New |
| swisspartners Ltd. | 4,816 | $348.5K | 0.44% | +216+4.7% | Added |
| Utah Retirement Systems | 4,900 | $354.5K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,956 | $358.6K | 0.00% | +452+10.0% | Added |
| Cetera Investment Advisers | 5,007 | $362.3K | 0.00% | +5,007 | New |
| Verition Fund Management LLC | 5,053 | $365.6K | 0.01% | −31,319−86.1% | Reduced |
| SYSTM Wealth Solutions LLC | 5,123 | $370.6K | 0.05% | +5,123 | New |
| HighTower Advisors, LLC | 5,139 | $373.0K | 0.00% | −636−11.0% | Reduced |
| Two Sigma Securities, LLC | 5,200 | $376.2K | 0.05% | +5,200 | New |
| MML Investors Services, LLC | 5,366 | $388.0K | 0.00% | +218+4.2% | Added |
| DekaBank Deutsche Girozentrale | 5,450 | $392.0K | 0.00% | +1,488+37.6% | Added |
| Commonwealth Equity Services, LLC | 5,425 | $392.0K | 0.00% | +2,140+65.1% | Added |
| Qube Research & Technologies Ltd | 5,478 | $396.3K | 0.00% | +5,478 | New |
| Alliance Wealth Advisors, LLC | 5,518 | $399.2K | 0.18% | +5,518 | New |
| Creative Planning | 5,601 | $405.3K | 0.00% | +7+0.1% | Added |
| The PNC Financial Services Group, Inc. | 5,817 | $420.9K | 0.00% | +2,242+62.7% | Added |
| Simplex Trading, LLC | 6,059 | $438.0K | 0.02% | +2,569+73.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,128 | $443.0K | 0.03% | +1,409+29.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,164 | $445.9K | 0.29% | +289+4.9% | Added |
| Neo Ivy Capital Management | 6,666 | $482.0K | 0.33% | +6,666 | New |
| Intercontinental Wealth Advisors, LLC | 6,702 | $484.9K | 0.14% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 6,970 | $504.3K | 0.00% | +3,306+90.2% | Added |
| Maryland State Retirement & Pension System | 7,146 | $517.0K | 0.02% | +7,146 | New |
| Mystic Asset Management, Inc. | 7,150 | $517.3K | 0.29% | 00.0% | Unchanged |
| Hyman Charles D | 7,158 | $518.0K | 0.04% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 7,382 | $532.4K | 0.14% | +7,382 | New |
| KBC Group NV | 7,389 | $535.0K | 0.00% | +7,389 | New |
| Precision Wealth Strategies, LLC | 7,402 | $535.5K | 0.56% | −82−1.1% | Reduced |
| SG Americas Securities, LLC | 7,493 | $542.0K | 0.01% | +5,817+347.1% | Added |
| Cipher Capital LP | 7,721 | $558.6K | 0.11% | +7,721 | New |
| Amundi | 7,766 | $579.4K | 0.00% | +5,763+287.7% | Added |
| Crossmark Global Holdings, Inc. | 8,147 | $589.0K | 0.01% | +344+4.4% | Added |
| Exchange Traded Concepts, LLC | 8,351 | $604.2K | 0.02% | −8,774−51.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 8,422 | $609.3K | 0.09% | +8,422 | New |
| Ibex Investors LLC | 8,500 | $615.0K | 0.93% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 8,518 | $616.0K | 0.00% | +8,514+212,850.0% | Added |
| FourThought Financial Partners, LLC | 8,615 | $623.3K | 0.09% | +8,615 | New |
| LVW Advisors, LLC | 9,269 | $670.6K | 0.14% | −609−6.2% | Reduced |
| First Capital Advisors Group, LLC. | 9,299 | $672.8K | 0.46% | −763−7.6% | Reduced |
| Securian Asset Management, Inc | 9,391 | $679.4K | 0.02% | 00.0% | Unchanged |
| Cutler Group LP | 9,497 | $687.0K | 0.08% | +9,497 | New |
| Engineers Gate Manager LP | 9,500 | $687.3K | 0.04% | +9,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 9,520 | $688.8K | 0.02% | −5,333−35.9% | Reduced |
| Versor Investments LP | 9,715 | $702.9K | 0.06% | +9,715 | New |
| Virtus ETF Advisers LLC | 10,074 | $728.9K | 0.38% | +10,074 | New |
| United Services Automobile Association | 10,093 | $730.0K | 0.02% | −296−2.8% | Reduced |
| Friedenthal Financial | 10,512 | $761.0K | 0.53% | +10,512 | New |
| Independent Solutions Wealth Management, LLC | 10,646 | $770.2K | 0.23% | +10,646 | New |
| Public Employees Retirement Association of Colorado | 10,765 | $779.0K | 0.00% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 10,808 | $782.0K | 0.10% | −726−6.3% | Reduced |
| ETF Managers Group, LLC | 10,822 | $783.0K | 0.04% | +415+4.0% | Added |
| Banco Santander, S.A. | 11,108 | $803.7K | 0.01% | +11,108 | New |
| Pictet Asset Management SA | 11,193 | $810.0K | 0.00% | +4,630+70.5% | Added |
| Aquatic Capital Management LLC | 11,300 | $817.0K | 0.06% | +11,300 | New |
| FORA Capital, LLC | 11,416 | $825.9K | 0.13% | +11,416 | New |
| Advisor OS, LLC | 11,426 | $826.7K | 0.22% | +305+2.7% | Added |
| American Century Companies Inc | 11,483 | $830.8K | 0.00% | +3,947+52.4% | Added |
| Brown Brothers Harriman & Co | 11,497 | $831.8K | 0.01% | −8,380−42.2% | Reduced |
| Wealthsource Partners, LLC | 11,533 | $834.4K | 0.06% | +714+6.6% | Added |
| Walleye Capital LLC | 12,063 | $872.8K | 0.02% | +12,063 | New |
| Wright Investors Service Inc | 12,077 | $873.8K | 0.25% | +12,077 | New |
| Graham Capital Management, L.P. | 12,178 | $881.1K | 0.03% | +12,178 | New |
| Voya Investment Management LLC | 12,288 | $889.0K | 0.00% | +333+2.8% | Added |
| Interval Partners, LP | 12,494 | $903.9K | 0.07% | −15,814−55.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 12,759 | $923.1K | 0.00% | −932−6.8% | Reduced |
| Capula Management Ltd | 12,940 | $936.2K | 0.10% | +5,240+68.1% | Added |
| Natixis Advisors, L.P. | 13,237 | $958.0K | 0.00% | +1,859+16.3% | Added |
| Xponance, Inc. | 13,242 | $958.1K | 0.02% | +1,304+10.9% | Added |
| Heritage Wealth Management, LLC | 13,809 | $999.1K | 0.14% | +7,727+127.0% | Added |
| Wolverine Trading, LLC | 14,198 | $1.03M | 0.02% | +4,605+48.0% | Added |
| ProShare Advisors LLC | 14,198 | $1.03M | 0.00% | +1,668+13.3% | Added |
| Integrated Advisors Network LLC | 14,239 | $1.03M | 0.07% | −522−3.5% | Reduced |
| State of Alaska, Department of Revenue | 14,398 | $1.04M | 0.01% | +115+0.8% | Added |
| Citigroup Inc | 14,597 | $1.06M | 0.00% | −10,041−40.8% | Reduced |
| Wellington Management Group LLP | 15,154 | $1.10M | 0.00% | +5,450+56.2% | Added |