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