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