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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 85,768 | $6.21M | 0.30% | +2,121+2.5% | Added |
| BNP Paribas Arbitrage, SA | 87,239 | $6.31M | 0.02% | +73,621+540.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 87,281 | $6.32M | 0.18% | −134,278−60.6% | Reduced |
| Great West Life Assurance Co | 87,629 | $6.35M | 0.02% | +6,639+8.2% | Added |
| Man Group plc | 87,847 | $6.36M | 0.02% | −10,938−11.1% | Reduced |
| Algert Global LLC | 90,146 | $6.52M | 0.36% | +14,149+18.6% | Added |
| State Board of Administration of Florida Retirement System | 96,395 | $6.97M | 0.02% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 98,108 | $7.10M | 0.04% | +4,757+5.1% | Added |
| Hudson Bay Capital Management LP | 100,000 | $7.24M | 0.08% | +100,000 | New |
| Truist Financial Corp | 100,996 | $7.31M | 0.01% | +32,565+47.6% | Added |
| Dana Investment Advisors, Inc. | 101,812 | $7.37M | 0.39% | +88,484+663.9% | Added |
| New York State Common Retirement Fund | 101,973 | $7.38M | 0.01% | +2,798+2.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 105,100 | $7.60M | 0.13% | +40,900+63.7% | Added |
| SEI Investments Co | 111,337 | $8.06M | 0.02% | +15,365+16.0% | Added |
| Federated Hermes, Inc. | 119,424 | $8.64M | 0.02% | −1,315−1.1% | Reduced |
| UBS Asset Management Americas Inc | 127,124 | $9.20M | 0.00% | +14,914+13.3% | Added |
| Credit Suisse AG | 131,887 | $9.54M | 0.01% | +4,285+3.4% | Added |
| Ameriprise Financial Inc | 132,166 | $9.56M | 0.00% | −3,013−2.2% | Reduced |
| Barclays PLC | 132,528 | $9.59M | 0.01% | −9,700−6.8% | Reduced |
| Point72 Europe (London) LLP | 132,900 | $9.62M | 2.49% | +70,600+113.3% | Added |
| Retirement Systems of Alabama | 135,588 | $9.81M | 0.04% | +947+0.7% | Added |
| HRT Financial LP | 143,070 | $10.4M | 0.15% | +143,070 | New |
| State of Wisconsin Investment Board | 144,979 | $10.5M | 0.03% | −5,123−3.4% | Reduced |
| Cubist Systematic Strategies, LLC | 146,885 | $10.6M | 0.09% | +34,394+30.6% | Added |
| California State Teachers Retirement System | 147,189 | $10.6M | 0.02% | +5,457+3.9% | Added |
| Gabelli Funds LLC | 155,049 | $11.2M | 0.09% | +2,300+1.5% | Added |
| Russell Investments Group, Ltd. | 156,051 | $11.3M | 0.02% | +3,875+2.5% | Added |
| Balyasny Asset Management LLC | 159,023 | $11.5M | 0.04% | +159,023 | New |
| American International Group, Inc. | 160,114 | $11.6M | 0.08% | −2,075−1.3% | Reduced |
| Alyeska Investment Group, L.P. | 169,546 | $12.3M | 0.13% | −207,413−55.0% | Reduced |
| Sparta 24 Ltd. | 171,554 | $12.4M | 10.69% | +171,554 | New |
| Canada Pension Plan Investment Board | 174,220 | $12.6M | 0.02% | +27,680+18.9% | Added |
| Brooktree Capital Management | 185,281 | $13.4M | 11.01% | −3,537−1.9% | Reduced |
| Owl Creek Asset Management, L.P. | 187,764 | $13.6M | 0.96% | +2,610+1.4% | Added |
| FMR LLC | 191,319 | $13.8M | 0.00% | −21,517−10.1% | Reduced |
| JPMorgan Chase & Co | 193,693 | $14.0M | 0.00% | +11,586+6.4% | Added |
| Cantor Fitzgerald, L. P. | 206,510 | $14.9M | 0.32% | +206,510 | New |
| Quinn Opportunity Partners LLC | 211,428 | $15.3M | 1.92% | −97,088−31.5% | Reduced |
| California Public Employees Retirement System | 215,352 | $15.6M | 0.01% | −799−0.4% | Reduced |
| Legal & General Group Plc | 228,620 | $16.5M | 0.01% | +15,033+7.0% | Added |
| Envestnet Asset Management Inc | 234,529 | $17.0M | 0.01% | +21,005+9.8% | Added |
| Swiss National Bank | 235,900 | $17.1M | 0.01% | +14,500+6.5% | Added |
| Alliancebernstein L.P. | 237,448 | $17.2M | 0.01% | +90,752+61.9% | Added |
| Heartland Advisors Inc | 237,953 | $17.2M | 1.09% | −7,299−3.0% | Reduced |
| Nuveen Asset Management, LLC | 238,859 | $17.3M | 0.01% | −320.0% | Reduced |
| Renaissance Technologies LLC | 259,900 | $18.8M | 0.03% | −34,900−11.8% | Reduced |
| D. E. Shaw & Co., Inc. | 273,616 | $19.8M | 0.03% | −610,013−69.0% | Reduced |
| Stifel Financial Corp | 277,195 | $20.1M | 0.03% | +30,787+12.5% | Added |
| Rhumbline Advisers | 293,472 | $21.2M | 0.03% | +12,799+4.6% | Added |
| Coronation Fund Managers Ltd. | 295,691 | $21.4M | 0.59% | −129,441−30.4% | Reduced |
| Los Angeles Capital Management LLC | 300,497 | $21.7M | 0.11% | −40,286−11.8% | Reduced |
| Dimensional Fund Advisors LP | 300,537 | $21.7M | 0.01% | +696+0.2% | Added |
| Invesco Ltd. | 301,358 | $21.8M | 0.01% | +79,594+35.9% | Added |
| Royal Bank of Canada | 324,640 | $23.5M | 0.01% | +65,961+25.5% | Added |
| Goldman Sachs Group Inc | 337,425 | $24.4M | 0.01% | −174,661−34.1% | Reduced |
| Oakcliff Capital Partners, LP | 339,647 | $24.6M | 18.33% | −21,600−6.0% | Reduced |
| Ensign Peak Advisors, Inc | 356,832 | $25.8M | 0.06% | −10,412−2.8% | Reduced |
| Point72 Asset Management, L.P. | 357,400 | $25.9M | 0.10% | −42,600−10.7% | Reduced |
| National Bank of Canada | 357,771 | $25.9M | 0.07% | +72,374+25.4% | Added |
| Schonfeld Strategic Advisors LLC | 362,200 | $26.2M | 0.22% | +61,241+20.3% | Added |
| Owls Nest Partners IA, LLC | 374,668 | $27.1M | 11.31% | −79,573−17.5% | Reduced |
| Morgan Stanley | 387,686 | $28.0M | 0.00% | +111,613+40.4% | Added |
| Prana Capital Management, LP | 389,158 | $28.2M | 2.16% | −46,548−10.7% | Reduced |
| Raymond James & Associates | 444,925 | $32.2M | 0.03% | +27,713+6.6% | Added |
| Allspring Global Investments Holdings, LLC | 460,975 | $33.4M | 0.06% | +130,163+39.3% | Added |
| Principal Financial Group Inc | 497,552 | $36.0M | 0.03% | +97,674+24.4% | Added |
| Antipodes Partners Ltd | 570,828 | $41.3M | 1.48% | −327,047−36.4% | Reduced |
| Park West Asset Management LLC | 576,081 | $41.7M | 4.18% | −288,500−33.4% | Reduced |
| Personal Capital Advisors Corp | 619,388 | $44.8M | 0.22% | +6,570+1.1% | Added |
| Northern Trust Corp | 729,245 | $52.8M | 0.01% | +756+0.1% | Added |
| Junto Capital Management LP | 834,509 | $60.4M | 1.71% | +834,509 | New |
| Bronte Capital Management Pty Ltd. | 835,222 | $60.4M | 7.62% | −26,048−3.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 844,008 | $61.1M | 0.41% | +174,115+26.0% | Added |
| Samlyn Capital, LLC | 921,566 | $66.7M | 1.31% | +921,566 | New |
| Charles Schwab Investment Management Inc | 925,152 | $66.9M | 0.02% | +28,063+3.1% | Added |
| Abrams Bison Investments, LLC | 946,000 | $68.4M | 7.30% | +76,000+8.7% | Added |
| TimesSquare Capital Management, LLC | 946,700 | $68.5M | 0.97% | −131,900−12.2% | Reduced |
| Bank of New York Mellon Corp | 959,381 | $69.4M | 0.02% | +51,803+5.7% | Added |
| Assenagon Asset Management S.A. | 975,506 | $70.6M | 0.29% | +644,923+195.1% | Added |
| Victory Capital Management Inc | 981,865 | $71.0M | 0.08% | −81,915−7.7% | Reduced |
| Ancient Art, L.P. | 1,010,349 | $73.1M | 15.47% | −50,000−4.7% | Reduced |
| Wells Fargo & Company | 1,015,664 | $73.5M | 0.02% | −11,208−1.1% | Reduced |
| Bridgewater Associates, LP | 1,018,534 | $73.7M | 0.40% | −115,734−10.2% | Reduced |
| Montrusco Bolton Investments Inc. | 1,082,564 | $78.3M | 1.82% | −299,837−21.7% | Reduced |
| 1832 Asset Management L.P. | 1,098,602 | $79.5M | 0.16% | −46,804−4.1% | Reduced |
| FIL Ltd | 1,104,798 | $79.9M | 0.10% | +1,104,798 | New |
| Millennium Management LLC | 1,321,974 | $95.6M | 0.11% | −663,598−33.4% | Reduced |
| Norges Bank | 1,350,610 | $97.7M | 0.02% | +343,422+34.1% | Added |
| Geode Capital Management, LLC | 1,392,895 | $100.8M | 0.01% | +46,199+3.4% | Added |
| Bank of America Corp | 1,474,936 | $106.7M | 0.01% | +1,370,464+1,311.8% | Added |
| Marshall Wace, LLP | 2,027,818 | $146.7M | 0.38% | −1,164,167−36.5% | Reduced |
| Jarislowsky, Fraser Ltd | 2,243,093 | $162.3M | 1.06% | −194,233−8.0% | Reduced |
| State Street Corp | 2,696,065 | $195.1M | 0.01% | +59,576+2.3% | Added |
| Bares Capital Management, Inc. | 3,064,820 | $221.7M | 8.44% | −86,234−2.7% | Reduced |
| Select Equity Group, L.P. | 3,151,025 | $228.0M | 0.89% | −2,453,258−43.8% | Reduced |
| Cantillon Capital Management LLC | 3,220,214 | $233.0M | 1.97% | +749,342+30.3% | Added |
| Greenwich Wealth Management LLC | 3,526,650 | $255.2M | 28.07% | −1,562,125−30.7% | Reduced |
| Orbis Allan Gray Ltd | 4,245,491 | $307.2M | 2.44% | +635,755+17.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,532,009 | $544.9M | 1.70% | −325,894−4.1% | Reduced |
| BlackRock Inc. | 8,903,291 | $644.2M | 0.02% | +544,011+6.5% | Added |