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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,180,448 | $664.2M | 0.02% | +145,332+1.6% | Added |
| Palouse Capital Management, Inc. | 17,491 | – | – | −1,184−6.3% | Reduced |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −138,201−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −94,267−100.0% | Sold out |
| Azora Capital LP | 0 | $0 | 0.00% | −48,946−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −39,761−100.0% | Sold out |
| Bridges Investment Management Inc | 0 | $0 | 0.00% | −33,800−100.0% | Sold out |
| Van Den Berg Management I, Inc | 0 | $0 | 0.00% | −31,333−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −27,315−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −18,895−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −16,700−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,226−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −9,424−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −7,674−100.0% | Sold out |
| Noked Israel Ltd | 0 | $0 | 0.00% | −7,637−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −6,329−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −5,530−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Doliver Advisors, LP | 0 | $0 | 0.00% | −5,035−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −4,562−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −4,084−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −968−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Carmichael Hill & Associates, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Noked Capital LTD | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |