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 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 3,301 | $238.8K | 0.47% | −124−3.6% | Reduced |
| Advisor Partners II, LLC | 3,296 | $238.5K | 0.01% | +3,296 | New |
| Jane Street Group, LLC | 3,128 | $226.3K | 0.00% | −29,749−90.5% | Reduced |
| Wealth Alliance | 3,025 | $218.9K | 0.04% | +3,025 | New |
| Strategic Investment Advisors | 2,835 | $205.1K | 0.04% | +2,835 | New |
| CIBC Asset Management Inc | 2,817 | $203.8K | 0.00% | −1,097−28.0% | Reduced |
| Advisory Services Network, LLC | 2,732 | $197.7K | 0.01% | +2,732 | New |
| Aspire Private Capital, LLC | 2,659 | $192.4K | 0.07% | +2,550+2,339.4% | Added |
| Crewe Advisors LLC | 2,548 | $184.3K | 0.03% | −63−2.4% | Reduced |
| Bartlett & Co. LLC | 2,360 | $171.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $170.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,267 | $164.0K | 0.13% | −10.0% | Reduced |
| DuPont Capital Management Corp | 2,038 | $147.4K | 0.01% | −219−9.7% | Reduced |
| Central Trust Co | 2,020 | $146.1K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 2,019 | $146.1K | 0.15% | +2,019 | New |
| Tower Research Capital LLC (TRC) | 1,955 | $141.0K | 0.01% | −5,123−72.4% | Reduced |
| Convergence Investment Partners, LLC | 1,931 | $139.7K | 0.08% | +1,931 | New |
| Macquarie Group Ltd | 1,350 | $97.7K | 0.00% | −769−36.3% | Reduced |
| Ossiam | 1,303 | $94.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,264 | $91.5K | 0.01% | +192+17.9% | Added |
| Richard W. Paul & Associates, LLC | 1,260 | $91.2K | 0.05% | +1,260 | New |
| Johnson Midwest Financial, LLC | 1,223 | $88.0K | 0.32% | +1,223 | New |
| Kistler-Tiffany Companies, LLC | 1,000 | $72.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 984 | $71.2K | 0.04% | +435+79.2% | Added |
| Ci Investments Inc. | 938 | $68.0K | 0.00% | +654+230.3% | Added |
| Spire Wealth Management | 910 | $66.0K | 0.00% | −45−4.7% | Reduced |
| CVA Family Office, LLC | 905 | $65.5K | 0.02% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 827 | $60.3K | 0.00% | +11+1.3% | Added |
| CWM, LLC | 760 | $55.0K | 0.00% | −27−3.4% | Reduced |
| Toronto Dominion Bank | 755 | $55.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 725 | $52.5K | 0.03% | +725 | New |
| Quent Capital, LLC | 719 | $52.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 587 | $51.0K | 0.00% | +491+511.5% | Added |
| Laffer Tengler Investments | 672 | $48.6K | 0.01% | +672 | New |
| Signaturefd, LLC | 659 | $47.7K | 0.00% | +38+6.1% | Added |
| Steward Partners Investment Advisory, LLC | 602 | $43.5K | 0.00% | +501+496.0% | Added |
| FinTrust Capital Advisors, LLC | 600 | $43.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 516 | $37.3K | 0.00% | −133−20.5% | Reduced |
| Benjamin Edwards Inc | 445 | $32.0K | 0.01% | +14+3.2% | Added |
| Whittier Trust Co of Nevada Inc | 394 | $28.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 395 | $28.0K | 0.00% | −583−59.6% | Reduced |
| Westpac Banking Corp | 380 | $27.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 377 | $27.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 370 | $26.8K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 352 | $25.5K | 0.00% | +352 | New |
| First Horizon Advisors, Inc. | 347 | $25.1K | 0.00% | +7+2.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 352 | $25.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 320 | $23.0K | 0.00% | −1−0.3% | Reduced |
| DT Investment Partners, LLC | 280 | $20.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $20.3K | 0.01% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 278 | $20.1K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 281 | $20.0K | 0.01% | +281 | New |
| Adirondack Trust Co | 250 | $18.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 247 | $18.0K | 0.00% | −2−0.8% | Reduced |
| First Manhattan Co | 207 | $15.0K | 0.00% | +207 | New |
| Harbor Investment Advisory, LLC | 200 | $14.5K | 0.00% | +200 | New |
| Assetmark, Inc | 194 | $14.0K | 0.00% | +194 | New |
| Park Place Capital Corp | 195 | $14.0K | 0.00% | +195 | New |
| Stonebridge Capital Advisors LLC | 173 | $12.5K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 173 | $12.5K | 0.00% | +173 | New |
| GWM Advisors LLC | 149 | $10.8K | 0.00% | +149 | New |
| Parkside Financial Bank & Trust | 143 | $10.3K | 0.00% | +143 | New |
| Bessemer Group Inc | 98 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 86 | $6.22K | 0.00% | +7+8.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 60 | $4.34K | 0.00% | +5+9.1% | Added |
| Larson Financial Group LLC | 56 | $4.05K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $3.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $3.43K | 0.00% | +47 | New |
| Allworth Financial LP | 42 | $3.04K | 0.00% | +4+10.5% | Added |
| Massmutual Trust Co FSB | 45 | $3.00K | 0.00% | +21+87.5% | Added |
| Northwestern Mutual Wealth Management Co | 39 | $2.82K | 0.00% | +12+44.4% | Added |
| Farmers & Merchants Investments Inc | 39 | $2.82K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 39 | $2.82K | 0.00% | +39 | New |
| Beaird Harris Wealth Management, LLC | 37 | $2.68K | 0.00% | +37 | New |
| TD Waterhouse Canada Inc. | 30 | $2.64K | 0.00% | −3−9.1% | Reduced |
| Baker Avenue Asset Management, LP | 35 | $2.53K | 0.00% | +35 | New |
| Earnest Partners LLC | 33 | $2.39K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 30 | $2.28K | 0.00% | +30 | New |
| Prestige Wealth Management Group LLC | 22 | $1.59K | 0.00% | +16+266.7% | Added |
| JFS Wealth Advisors, LLC | 21 | $1.55K | 0.00% | −508−96.0% | Reduced |
| AdvisorNet Financial, Inc | 21 | $1.52K | 0.00% | +6+40.0% | Added |
| Romano Brothers and Company | 17 | $1.23K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 16 | $1.16K | 0.00% | +7+77.8% | Added |
| Toth Financial Advisory Corp | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | −14−60.9% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 10 | $1.00K | 0.00% | +10 | New |
| BerganKDV Wealth Management, LLC | 13 | $944 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 12 | $868 | 0.00% | +12 | New |
| Schubert & Co | 10 | $724 | 0.00% | −3−23.1% | Reduced |
| SJS Investment Consulting Inc. | 7 | $506 | 0.00% | +4+133.3% | Added |
| Sutton Wealth Advisors Inc. | 6 | $434 | 0.00% | +2+50.0% | Added |
| Huntington National Bank | 6 | $434 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 5 | $362 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $362 | 0.00% | −1−16.7% | Reduced |
| Farther Finance Advisors, LLC | 3 | $217 | 0.00% | +3 | New |
| Glassman Wealth Services | 2 | $145 | 0.00% | +2 | New |
| TCI Wealth Advisors, Inc. | 1 | $72 | 0.00% | −1−50.0% | Reduced |
| HighMark Wealth Management LLC | 0 | $29 | 0.00% | 0 | New |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | +5 | New |