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 3 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, Q1 2023
Institutional positions in Interactive Brokers Group, Inc. as of Mar 31, 2023. 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
- 433
- +37 vs. Q4 2022
- Shares held
- 91.7M
- +216.0K (+0.2%) vs. Q4 2022
- Total value
- $7.58B
- +$962.3M (+14.5%) vs. Q4 2022
- New holders
- 79
- 163 more added
- Sold out
- 42
- 135 more reduced
6 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,293,952 | $767.3M | 0.02% | +113,504+1.2% | Added |
| BlackRock Inc. | 8,972,309 | $740.8M | 0.02% | +69,018+0.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,501,247 | $619.3M | 1.82% | −30,762−0.4% | Reduced |
| Orbis Allan Gray Ltd | 7,164,239 | $591.5M | 4.65% | +2,918,748+68.7% | Added |
| Cantillon Capital Management LLC | 3,604,400 | $297.6M | 2.42% | +384,186+11.9% | Added |
| Greenwich Wealth Management LLC | 2,926,161 | $241.6M | 26.35% | −600,489−17.0% | Reduced |
| State Street Corp | 2,742,120 | $226.4M | 0.01% | +46,055+1.7% | Added |
| Bares Capital Management, Inc. | 2,596,671 | $214.4M | 7.59% | −468,149−15.3% | Reduced |
| Jarislowsky, Fraser Ltd | 2,132,919 | $176.1M | 1.09% | −110,174−4.9% | Reduced |
| Select Equity Group, L.P. | 2,131,174 | $175.9M | 0.66% | −1,019,851−32.4% | Reduced |
| Bank of America Corp | 1,857,963 | $153.4M | 0.02% | +383,027+26.0% | Added |
| Marshall Wace, LLP | 1,826,743 | $150.8M | 0.37% | −201,075−9.9% | Reduced |
| Geode Capital Management, LLC | 1,437,671 | $118.7M | 0.02% | +44,776+3.2% | Added |
| FIL Ltd | 1,085,246 | $89.6M | 0.10% | −19,552−1.8% | Reduced |
| Norges Bank | 1,069,367 | $88.3M | 0.02% | −281,243−20.8% | Reduced |
| Wells Fargo & Company | 1,030,652 | $85.1M | 0.03% | +14,988+1.5% | Added |
| Bank of New York Mellon Corp | 979,673 | $80.9M | 0.02% | +20,292+2.1% | Added |
| Abrams Bison Investments, LLC | 929,600 | $76.7M | 7.67% | −16,400−1.7% | Reduced |
| Charles Schwab Investment Management Inc | 927,452 | $76.6M | 0.02% | +2,300+0.2% | Added |
| Samlyn Capital, LLC | 858,859 | $70.9M | 1.30% | −62,707−6.8% | Reduced |
| 1832 Asset Management L.P. | 844,837 | $69.7M | 0.14% | −253,765−23.1% | Reduced |
| Bronte Capital Management Pty Ltd. | 824,672 | $68.1M | 7.90% | −10,550−1.3% | Reduced |
| TimesSquare Capital Management, LLC | 810,040 | $66.9M | 0.98% | −136,660−14.4% | Reduced |
| Bridgewater Associates, LP | 744,422 | $61.5M | 0.38% | −274,112−26.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 737,637 | $60.9M | 0.37% | −106,371−12.6% | Reduced |
| Northern Trust Corp | 733,673 | $60.6M | 0.01% | +4,428+0.6% | Added |
| Victory Capital Management Inc | 706,922 | $58.4M | 0.07% | −274,943−28.0% | Reduced |
| Antipodes Partners Ltd | 663,725 | $54.8M | 1.90% | +92,897+16.3% | Added |
| Assenagon Asset Management S.A. | 619,881 | $51.2M | 0.20% | −355,625−36.5% | Reduced |
| Balyasny Asset Management LLC | 607,590 | $50.2M | 0.16% | +448,567+282.1% | Added |
| Ancient Art, L.P. | 578,378 | $47.8M | 10.41% | −431,971−42.8% | Reduced |
| Principal Financial Group Inc | 577,267 | $47.7M | 0.03% | +79,715+16.0% | Added |
| Cooper Investors Pty Ltd | 539,779 | $44.6M | 3.80% | +539,779 | New |
| Allspring Global Investments Holdings, LLC | 502,878 | $41.5M | 0.07% | +41,903+9.1% | Added |
| Empower Advisory Group, LLC | 503,501 | $41.5M | 0.19% | +503,501 | New |
| Raymond James & Associates | 478,129 | $39.5M | 0.03% | +33,204+7.5% | Added |
| Citadel Advisors LLC | 474,591 | $39.2M | 0.04% | +474,591 | New |
| Morgan Stanley | 462,654 | $38.2M | 0.00% | +74,968+19.3% | Added |
| Park West Asset Management LLC | 461,581 | $38.1M | 3.54% | −114,500−19.9% | Reduced |
| Junto Capital Management LP | 436,281 | $36.0M | 1.01% | −398,228−47.7% | Reduced |
| FMR LLC | 426,085 | $35.2M | 0.00% | +234,766+122.7% | Added |
| Ensign Peak Advisors, Inc | 376,584 | $31.1M | 0.07% | +19,752+5.5% | Added |
| D. E. Shaw & Co., Inc. | 369,417 | $30.5M | 0.05% | +95,801+35.0% | Added |
| Oakcliff Capital Partners, LP | 339,647 | $28.0M | 19.54% | 00.0% | Unchanged |
| Owls Nest Partners IA, LLC | 338,778 | $28.0M | 10.05% | −35,890−9.6% | Reduced |
| Envestnet Asset Management Inc | 331,635 | $27.4M | 0.01% | +97,106+41.4% | Added |
| Goldman Sachs Group Inc | 321,428 | $26.5M | 0.01% | −15,997−4.7% | Reduced |
| Royal Bank of Canada | 299,213 | $24.7M | 0.01% | −25,427−7.8% | Reduced |
| Rhumbline Advisers | 290,052 | $23.9M | 0.03% | −3,420−1.2% | Reduced |
| Dimensional Fund Advisors LP | 283,547 | $23.4M | 0.01% | −16,990−5.7% | Reduced |
| JPMorgan Chase & Co | 266,510 | $22.0M | 0.00% | +72,817+37.6% | Added |
| Neuberger Berman Group LLC | 262,833 | $21.7M | 0.02% | +233,258+788.7% | Added |
| American Century Companies Inc | 260,069 | $21.5M | 0.02% | +248,586+2,164.8% | Added |
| Coronation Fund Managers Ltd. | 256,469 | $21.2M | 0.56% | −39,222−13.3% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 240,400 | $19.8M | 0.38% | +135,300+128.7% | Added |
| Stifel Financial Corp | 240,005 | $19.8M | 0.03% | −37,190−13.4% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 238,598 | $19.7M | 0.48% | +151,317+173.4% | Added |
| Nuveen Asset Management, LLC | 237,633 | $19.6M | 0.01% | −1,226−0.5% | Reduced |
| Alliancebernstein L.P. | 237,464 | $19.6M | 0.01% | +160.0% | Added |
| Legal & General Group Plc | 236,324 | $19.5M | 0.01% | +7,704+3.4% | Added |
| Cantor Fitzgerald, L. P. | 230,708 | $19.0M | 0.41% | +24,198+11.7% | Added |
| Federated Hermes, Inc. | 230,323 | $19.0M | 0.05% | +110,899+92.9% | Added |
| Susquehanna International Group, LLP | 225,827 | $18.6M | 0.03% | +183,517+433.7% | Added |
| Prana Capital Management, LP | 222,302 | $18.4M | 1.55% | −166,856−42.9% | Reduced |
| Renaissance Technologies LLC | 212,400 | $17.5M | 0.02% | −47,500−18.3% | Reduced |
| Swiss National Bank | 211,000 | $17.4M | 0.01% | −24,900−10.6% | Reduced |
| Bamco Inc | 207,000 | $17.1M | 0.05% | +207,000 | New |
| RV Capital GmbH | 203,747 | $16.8M | 6.40% | +203,747 | New |
| Deutsche Bank AG | 201,094 | $16.6M | 0.01% | +169,521+536.9% | Added |
| Cubist Systematic Strategies, LLC | 200,421 | $16.5M | 0.15% | +53,536+36.4% | Added |
| California Public Employees Retirement System | 192,505 | $15.9M | 0.01% | −22,847−10.6% | Reduced |
| Heartland Advisors Inc | 188,560 | $15.6M | 0.96% | −49,393−20.8% | Reduced |
| Barclays PLC | 183,270 | $15.1M | 0.02% | +50,742+38.3% | Added |
| Brooktree Capital Management | 177,971 | $14.7M | 11.44% | −7,310−3.9% | Reduced |
| Stony Point Capital LLC | 175,145 | $14.5M | 5.15% | +102,676+141.7% | Added |
| Sparta 24 Ltd. | 171,554 | $14.2M | 12.13% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 168,881 | $13.9M | 0.71% | +67,069+65.9% | Added |
| Invesco Ltd. | 167,666 | $13.8M | 0.00% | −133,692−44.4% | Reduced |
| Gillson Capital LP | 166,937 | $13.8M | 1.14% | +87,924+111.3% | Added |
| Janney Montgomery Scott LLC | 164,741 | $13.6M | 0.06% | +80,068+94.6% | Added |
| HSBC Holdings PLC | 162,960 | $13.5M | 0.02% | +129,202+382.7% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 162,074 | $13.4M | 1.31% | +146,000+908.3% | Added |
| Russell Investments Group, Ltd. | 158,802 | $13.1M | 0.03% | +2,751+1.8% | Added |
| American International Group, Inc. | 158,630 | $13.1M | 0.09% | −1,484−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 157,700 | $13.0M | 0.13% | −204,500−56.5% | Reduced |
| State of Wisconsin Investment Board | 154,324 | $12.7M | 0.04% | +9,345+6.4% | Added |
| Gabelli Funds LLC | 151,049 | $12.5M | 0.09% | −4,000−2.6% | Reduced |
| Los Angeles Capital Management LLC | 149,640 | $12.4M | 0.05% | −150,857−50.2% | Reduced |
| Alyeska Investment Group, L.P. | 149,504 | $12.3M | 0.11% | −20,042−11.8% | Reduced |
| California State Teachers Retirement System | 145,721 | $12.0M | 0.02% | −1,468−1.0% | Reduced |
| Man Group plc | – | $11.4M | 0.04% | – | – |
| Canada Pension Plan Investment Board | 134,920 | $11.1M | 0.02% | −39,300−22.6% | Reduced |
| Retirement Systems of Alabama | 134,414 | $11.1M | 0.05% | −1,174−0.9% | Reduced |
| BNP Paribas Arbitrage, SA | 132,572 | $10.9M | 0.02% | +45,333+52.0% | Added |
| Ameriprise Financial Inc | 130,287 | $10.8M | 0.00% | −1,879−1.4% | Reduced |
| SEI Investments Co | 129,515 | $10.7M | 0.02% | +18,178+16.3% | Added |
| UBS Asset Management Americas Inc | 126,735 | $10.5M | 0.01% | −389−0.3% | Reduced |
| Credit Suisse AG | 126,129 | $10.4M | 0.01% | −5,758−4.4% | Reduced |
| Truist Financial Corp | 126,142 | $10.4M | 0.02% | +25,146+24.9% | Added |
| Hudson Bay Capital Management LP | 100,000 | $8.26M | 0.09% | 00.0% | Unchanged |