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, 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4 | $0 | 0.00% | −8,514−100.0% | Reduced |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +4+66.7% | Added |
| HighMark Wealth Management LLC | 0 | $33 | 0.00% | 0 | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $248 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $330 | 0.00% | −1−20.0% | Reduced |
| SJS Investment Consulting Inc. | 5 | $413 | 0.00% | −2−28.6% | Reduced |
| Horizon Investments, LLC | 6 | $495 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 6 | $496 | 0.00% | −16−72.7% | Reduced |
| Ameritas Advisory Services, LLC | 8 | $660 | 0.00% | +8 | New |
| IFP Advisors, Inc | 11 | $785 | 0.00% | −576−98.1% | Reduced |
| Schubert & Co | 10 | $826 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | −2−22.2% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| BerganKDV Wealth Management, LLC | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 19 | $1.38K | 0.00% | +19 | New |
| JFS Wealth Advisors, LLC | 20 | $1.69K | 0.00% | −1−4.8% | Reduced |
| AdvisorNet Financial, Inc | 22 | $1.82K | 0.00% | +1+4.8% | Added |
| Coston, McIsaac & Partners | 30 | $2.00K | 0.00% | +30 | New |
| Gradient Investments LLC | 27 | $2.23K | 0.00% | +27 | New |
| Sunbelt Securities, Inc. | 28 | $2.27K | 0.00% | +28 | New |
| Earnest Partners LLC | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35 | $2.89K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 29 | $2.93K | 0.00% | −1−3.3% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $3.22K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $3.80K | 0.00% | +46 | New |
| Colonial Trust Co | 47 | $3.81K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $3.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $4.46K | 0.00% | +49+980.0% | Added |
| Ridgewood Investments LLC | 54 | $4.46K | 0.00% | +54 | New |
| Larson Financial Group LLC | 56 | $4.62K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $5.12K | 0.00% | +2+3.3% | Added |
| Horan Securities, Inc. | 66 | $5.45K | 0.00% | +66 | New |
| Northwestern Mutual Wealth Management Co | 93 | $7.68K | 0.00% | +54+138.5% | Added |
| 7G Capital Management, LLC | 100 | $8.26K | 0.00% | +100 | New |
| Parallel Advisors, LLC | 122 | $10.1K | 0.00% | +36+41.9% | Added |
| Loomis Sayles & Co L P | 129 | $11.0K | 0.00% | +129 | New |
| Leonteq Securities AG | 135 | $11.1K | 0.00% | +135 | New |
| Macroview Investment Management LLC | 136 | $11.2K | 0.02% | +136 | New |
| Park Place Capital Corp | 150 | $12.4K | 0.00% | −45−23.1% | Reduced |
| Stonebridge Capital Advisors LLC | 173 | $14.3K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 197 | $16.3K | 0.01% | +197 | New |
| Assetmark, Inc | 198 | $16.3K | 0.00% | +4+2.1% | Added |
| Harbor Investment Advisory, LLC | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 209 | $17.0K | 0.00% | +209 | New |
| Massmutual Trust Co FSB | 210 | $17.3K | 0.00% | +165+366.7% | Added |
| Allworth Financial LP | 241 | $19.9K | 0.00% | +199+473.8% | Added |
| Tucker Asset Management LLC | 247 | $20.4K | 0.01% | +247 | New |
| Adirondack Trust Co | 250 | $20.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 280 | $21.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 265 | $21.9K | 0.01% | +122+85.3% | Added |
| Rosenberg Matthew Hamilton | 280 | $23.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 283 | $23.4K | 0.00% | +36+14.6% | Added |
| Penserra Capital Management LLC | 323 | $26.0K | 0.00% | +3+0.9% | Added |
| Venturi Wealth Management, LLC | 315 | $26.0K | 0.00% | +315 | New |
| SRS Capital Advisors, Inc. | 335 | $27.7K | 0.00% | −42−11.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 352 | $29.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 370 | $30.5K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 370 | $31.0K | 0.00% | +370 | New |
| Westpac Banking Corp | 380 | $31.4K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 396 | $32.7K | 0.00% | −357,004−99.9% | Reduced |
| Proequities, Inc. | 419 | $34.6K | 0.00% | +380+974.4% | Added |
| Atlas Capital Advisors LLC | 490 | $40.5K | 0.01% | +490 | New |
| Lindbrook Capital, LLC | 516 | $42.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 600 | $43.4K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 573 | $47.3K | 0.00% | +179+45.4% | Added |
| Belpointe Asset Management LLC | 579 | $47.8K | 0.00% | +227+64.5% | Added |
| Dark Forest Capital Management LP | 595 | $49.1K | 0.01% | +595 | New |
| Steward Partners Investment Advisory, LLC | 602 | $49.7K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 630 | $52.0K | 0.00% | −125−16.6% | Reduced |
| Asset Management One Co.,Ltd. | 676 | $55.8K | 0.00% | −151−18.3% | Reduced |
| Laffer Tengler Investments | 692 | $57.1K | 0.02% | +20+3.0% | Added |
| Signaturefd, LLC | 702 | $58.0K | 0.00% | +43+6.5% | Added |
| Quent Capital, LLC | 720 | $58.9K | 0.01% | +1+0.1% | Added |
| CWM, LLC | 836 | $69.0K | 0.00% | +76+10.0% | Added |
| Benjamin Edwards Inc | 879 | $73.0K | 0.02% | +434+97.5% | Added |
| C M Bidwell & Associates Ltd | 890 | $73.5K | 0.06% | +890 | New |
| CVA Family Office, LLC | 905 | $74.7K | 0.02% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 909 | $75.0K | 0.04% | +184+25.4% | Added |
| Ci Investments Inc. | 943 | $78.0K | 0.00% | +5+0.5% | Added |
| Bay Harbor Wealth Management, LLC | 955 | $78.8K | 0.03% | +674+239.9% | Added |
| Ossiam | 997 | $82.3K | 0.00% | −306−23.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,000 | $82.6K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,005 | $83.0K | 0.05% | +21+2.1% | Added |
| Spire Wealth Management | 1,018 | $84.0K | 0.00% | +108+11.9% | Added |
| Harvest Fund Management Co., Ltd | 1,096 | $90.0K | 0.02% | +1,096 | New |
| Johnson Midwest Financial, LLC | 1,223 | $101.0K | 0.14% | 00.0% | Unchanged |
| Macquarie Group Ltd | 1,350 | $111.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,571 | $129.8K | 0.00% | +1,224+352.7% | Added |
| Quadrant Capital Group LLC | 1,616 | $133.4K | 0.01% | +352+27.8% | Added |
| Central Trust Co | 2,020 | $166.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,265 | $187.0K | 0.16% | −2−0.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,360 | $194.8K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,360 | $195.0K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,424 | $200.1K | 0.00% | +2,424 | New |
| Crewe Advisors LLC | 2,548 | $210.4K | 0.03% | 00.0% | Unchanged |