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 |
|---|---|---|---|---|---|
| Cordatus Wealth Management LLC | 15,590 | $1.13M | 1.65% | +15,590 | New |
| ExodusPoint Capital Management, LP | 15,767 | $1.14M | 0.02% | −277,918−94.6% | Reduced |
| Quadrature Capital Ltd | 15,879 | $1.15M | 0.03% | +15,879 | New |
| FDx Advisors, Inc. | 15,954 | $1.15M | 0.05% | −3,576−18.3% | Reduced |
| New Mexico Educational Retirement Board | 16,060 | $1.16M | 0.06% | 00.0% | Unchanged |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 16,074 | $1.16M | 0.13% | −9,000−35.9% | Reduced |
| Pin Oak Investment Advisors Inc | 16,415 | $1.19M | 1.46% | −225−1.4% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,480 | $1.19M | 0.01% | +3,900+31.0% | Added |
| Credit Agricole S A | 17,156 | $1.24M | 0.05% | +17,156 | New |
| Uncommon Cents Investing LLC | 17,325 | $1.25M | 0.46% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 17,500 | $1.27M | 0.13% | +2,500+16.7% | Added |
| CenterBook Partners LP | 17,654 | $1.28M | 0.21% | +4,841+37.8% | Added |
| Insight Wealth Strategies, LLC | 18,066 | $1.31M | 0.25% | +18,066 | New |
| STRS Ohio | 18,289 | $1.32M | 0.01% | +4,432+32.0% | Added |
| EAM Global Investors LLC | 18,366 | $1.33M | 0.34% | +18,366 | New |
| Prudential Financial Inc | 18,409 | $1.33M | 0.00% | +1,611+9.6% | Added |
| FJ Capital Management LLC | 18,528 | $1.34M | 0.16% | +2,528+15.8% | Added |
| Dynamic Technology Lab Private Ltd | 18,559 | $1.34M | 0.13% | +29+0.2% | Added |
| Prelude Capital Management, LLC | 18,626 | $1.35M | 0.08% | +18,626 | New |
| TD Asset Management Inc | 19,014 | $1.38M | 0.00% | +19,014 | New |
| Vontobel Holding Ltd. | 19,354 | $1.41M | 0.01% | −5,299−21.5% | Reduced |
| KB Financial Partners, LLC | 19,658 | $1.42M | 0.49% | −345−1.7% | Reduced |
| Pacer Advisors, Inc. | 19,718 | $1.43M | 0.01% | +19,718 | New |
| Fifth Third Bancorp | 19,926 | $1.44M | 0.01% | +19,417+3,814.7% | Added |
| USS Investment Management Ltd | 20,972 | $1.52M | 0.02% | +2,714+14.9% | Added |
| Credential Qtrade Securities Inc. | 22,536 | $1.63M | 0.12% | −3,388−13.1% | Reduced |
| Jupiter Asset Management Ltd | 22,629 | $1.64M | 0.02% | +22,629 | New |
| M&T Bank Corp | 23,290 | $1.68M | 0.01% | +3,741+19.1% | Added |
| Natixis | 23,651 | $1.71M | 0.01% | −224,801−90.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 25,727 | $1.86M | 0.01% | +25,727 | New |
| Epacria Capital Partners, LLC | 26,090 | $1.89M | 1.52% | +26,090 | New |
| State of Michigan Retirement System | 26,179 | $1.89M | 0.01% | +300+1.2% | Added |
| Winton Group Ltd | 26,271 | $1.90M | 0.13% | −728−2.7% | Reduced |
| Walleye Trading LLC | 26,997 | $1.95M | 0.05% | +26,997 | New |
| LPL Financial LLC | 27,056 | $1.96M | 0.00% | +17,166+173.6% | Added |
| Duality Advisers, LP | 27,298 | $1.98M | 0.22% | +27,298 | New |
| Louisiana State Employees Retirement System | 27,500 | $1.99M | 0.05% | +100+0.4% | Added |
| Arizona State Retirement System | 27,569 | $1.99M | 0.02% | +2,201+8.7% | Added |
| Janus Henderson Group PLC | 28,782 | $2.08M | 0.00% | +2,983+11.6% | Added |
| Ameritas Investment Partners, Inc. | 26,449 | $2.12M | 0.08% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 29,575 | $2.14M | 0.00% | −1,050−3.4% | Reduced |
| Trexquant Investment LP | 29,828 | $2.16M | 0.06% | +29,828 | New |
| Oregon Public Employees Retirement Fund | 30,250 | $2.19M | 0.03% | +266+0.9% | Added |
| US Bancorp | 30,397 | $2.20M | 0.00% | −716−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 31,118 | $2.25M | 0.68% | −977−3.0% | Reduced |
| TD Private Client Wealth LLC | 31,206 | $2.26M | 0.11% | −1,673−5.1% | Reduced |
| Deutsche Bank AG | 31,573 | $2.28M | 0.00% | −40,294−56.1% | Reduced |
| UBS Group AG | 31,993 | $2.31M | 0.00% | +27,484+609.5% | Added |
| HSBC Holdings PLC | 33,758 | $2.43M | 0.00% | +8,684+34.6% | Added |
| Black Swift Group, LLC | 35,000 | $2.53M | 1.01% | +35,000 | New |
| Federation des caisses Desjardins du Quebec | 35,532 | $2.57M | 0.03% | −4,276−10.7% | Reduced |
| Summit Global Investments | 35,739 | $2.59M | 0.22% | +14,806+70.7% | Added |
| Teacher Retirement System of Texas | 36,287 | $2.63M | 0.02% | +22,750+168.1% | Added |
| Gotham Asset Management, LLC | 36,610 | $2.65M | 0.07% | +4,506+14.0% | Added |
| NewEdge Wealth, LLC | 37,112 | $2.69M | 0.12% | +3,189+9.4% | Added |
| Chase Investment Counsel Corp | 37,197 | $2.69M | 1.65% | +37,197 | New |
| Price T Rowe Associates Inc | 37,229 | $2.69M | 0.00% | +1,296+3.6% | Added |
| Handelsbanken Fonder AB | 39,658 | $2.87M | 0.02% | −4,191−9.6% | Reduced |
| Taika Capital, LP | 40,400 | $2.92M | 1.54% | +40,400 | New |
| Atria Investments LLC | 40,780 | $2.95M | 0.06% | −2,698−6.2% | Reduced |
| Susquehanna International Group, LLP | 42,310 | $3.06M | 0.01% | −55,307−56.7% | Reduced |
| Squarepoint Ops LLC | 45,055 | $3.26M | 0.02% | +45,055 | New |
| EULAV Asset Management | 46,000 | $3.33M | 0.14% | −16,000−25.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,278 | $3.35M | 0.03% | +5,502+13.5% | Added |
| Nisa Investment Advisors, LLC | 47,487 | $3.44M | 0.03% | +46,670+5,712.4% | Added |
| Public Employees Retirement System of Ohio | 47,878 | $3.46M | 0.02% | +400+0.8% | Added |
| Treasurer of the State of North Carolina | 48,157 | $3.48M | 0.02% | +3,809+8.6% | Added |
| Comerica Bank | 45,815 | $3.54M | 0.03% | −777−1.7% | Reduced |
| Acadian Asset Management LLC | 49,007 | $3.54M | 0.02% | +48,102+5,315.1% | Added |
| First Trust Advisors LP | 49,424 | $3.58M | 0.00% | +36,438+280.6% | Added |
| Harbor Advisors LLC | 49,558 | $3.59M | 0.90% | 00.0% | Unchanged |
| CWM Advisors, LLC | 50,717 | $3.67M | 0.47% | +44,880+768.9% | Added |
| Yousif Capital Management, LLC | 52,410 | $3.79M | 0.05% | +78+0.1% | Added |
| Two Sigma Investments, LP | 53,478 | $3.87M | 0.01% | −132,289−71.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 53,695 | $3.88M | 0.01% | +371+0.7% | Added |
| Advisor Group Holdings, Inc. | 53,894 | $3.90M | 0.01% | +10,123+23.1% | Added |
| Quantbot Technologies LP | 54,243 | $3.92M | 0.28% | +5,830+12.0% | Added |
| Bank of Montreal | 55,369 | $4.04M | 0.00% | −8,435−13.2% | Reduced |
| TownSquare Capital, LLC | 56,075 | $4.06M | 0.10% | +13,368+31.3% | Added |
| State of New Jersey Common Pension Fund D | 56,399 | $4.08M | 0.02% | +6,187+12.3% | Added |
| O'Brien Greene & Co. Inc | 56,712 | $4.10M | 1.56% | +56,712 | New |
| Jump Financial, LLC | 59,088 | $4.28M | 0.22% | −35,334−37.4% | Reduced |
| New York State Teachers Retirement System | 60,229 | $4.36M | 0.01% | +10,300+20.6% | Added |
| Thrivent Financial for Lutherans | 61,808 | $4.47M | 0.01% | +34,589+127.1% | Added |
| MetLife Investment Management | 64,562 | $4.67M | 0.04% | −1,280−1.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 64,904 | $4.70M | 0.08% | +64,904 | New |
| State of Tennessee, Treasury Department | 66,376 | $4.80M | 0.02% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 68,141 | $4.93M | 0.06% | −163−0.2% | Reduced |
| Texas Permanent School Fund | 69,160 | $5.00M | 0.08% | −4,805−6.5% | Reduced |
| Two Sigma Advisers, LP | 71,500 | $5.17M | 0.01% | −39,700−35.7% | Reduced |
| Stony Point Capital LLC | 72,469 | $5.24M | 1.86% | +3,990+5.8% | Added |
| PenderFund Capital Management Ltd. | 53,968 | $5.29M | 1.58% | −20,180−27.2% | Reduced |
| Bank of Nova Scotia | 77,994 | $5.65M | 0.01% | −157,634−66.9% | Reduced |
| Amalgamated Bank | 78,790 | $5.70M | 0.05% | +14,664+22.9% | Added |
| Gillson Capital LP | 79,013 | $5.72M | 0.43% | +79,013 | New |
| AWH Capital, L.P. | 79,500 | $5.75M | 7.16% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 81,394 | $5.89M | 0.05% | −3,700−4.3% | Reduced |
| Manufacturers Life Insurance Company, The | 83,002 | $6.01M | 0.00% | −250−0.3% | Reduced |
| Mutual of America Capital Management LLC | 84,306 | $6.10M | 0.08% | +1,881+2.3% | Added |
| Janney Montgomery Scott LLC | 84,673 | $6.13M | 0.02% | −471−0.6% | Reduced |