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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 2,550 | $210.5K | 0.00% | +2,550 | New |
| Jefferies Financial Group Inc. | 2,579 | $212.9K | 0.00% | +2,579 | New |
| Aureus Asset Management, LLC | 2,600 | $214.7K | 0.02% | +2,600 | New |
| Wallace Advisory Group, LLC | 2,716 | $224.2K | 0.17% | +2,716 | New |
| Kapitalo Investimentos Ltda | 2,720 | $224.6K | 0.07% | +2,720 | New |
| Thrive Wealth Management, LLC | 2,752 | $227.2K | 0.06% | +2,752 | New |
| USA Financial Portformulas Corp | 2,770 | $228.7K | 0.37% | +2,770 | New |
| Centiva Capital, LP | 2,786 | $230.0K | 0.01% | +2,786 | New |
| Mercer Global Advisors Inc | 2,837 | $234.0K | 0.00% | +2,837 | New |
| Two Sigma Securities, LLC | 2,900 | $239.4K | 0.02% | −2,300−44.2% | Reduced |
| CIBC Asset Management Inc | 2,905 | $239.8K | 0.00% | +88+3.1% | Added |
| Point72 Middle East FZE | 2,919 | $241.0K | 0.01% | +2,919 | New |
| Capital Asset Advisory Services LLC | 2,955 | $243.9K | 0.02% | −230−7.2% | Reduced |
| Wealth Alliance | 3,003 | $247.9K | 0.04% | −22−0.7% | Reduced |
| Revisor Wealth Management LLC | 3,054 | $252.1K | 0.23% | +3,054 | New |
| Convergence Investment Partners, LLC | 3,061 | $253.0K | 0.15% | +1,130+58.5% | Added |
| Toroso Investments, LLC | 3,086 | $255.0K | 0.01% | +3,086 | New |
| Synergy Financial Group, LTD | 3,168 | $261.6K | 0.43% | −133−4.0% | Reduced |
| First Republic Investment Management, Inc. | 3,251 | $268.4K | 0.00% | +3,251 | New |
| Inspire Advisors, LLC | 3,324 | $274.4K | 0.06% | −91−2.7% | Reduced |
| Oxbow Advisors, LLC | 3,472 | $286.6K | 0.05% | +3,472 | New |
| Studio Investment Management LLC | 3,490 | $288.1K | 0.09% | +3,490 | New |
| Kestra Advisory Services, LLC | 3,491 | $288.2K | 0.00% | −3,479−49.9% | Reduced |
| AQR Capital Management LLC | 3,492 | $288.3K | 0.00% | +180+5.4% | Added |
| TriaGen Wealth Management LLC | 3,542 | $292.4K | 0.15% | −208−5.5% | Reduced |
| Advisor Partners II, LLC | 3,542 | $292.4K | 0.02% | +246+7.5% | Added |
| Simplex Trading, LLC | 3,600 | $297.0K | 0.01% | −2,459−40.6% | Reduced |
| Profund Advisors LLC | 3,603 | $297.5K | 0.02% | −517−12.5% | Reduced |
| Veritable, L.P. | 3,642 | $300.7K | 0.01% | +3,642 | New |
| Quantamental Technologies LLC | 3,668 | $302.8K | 0.16% | +3,668 | New |
| Alps Advisors Inc | 3,930 | $324.5K | 0.00% | +3,930 | New |
| Axxcess Wealth Management, LLC | 3,955 | $326.5K | 0.03% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 4,093 | $337.9K | 0.01% | +4,093 | New |
| Quinn Opportunity Partners LLC | 4,128 | $340.8K | 0.04% | −207,300−98.0% | Reduced |
| Jackson Creek Investment Advisors LLC | 4,145 | $342.0K | 0.14% | +4,145 | New |
| Wealthfront Advisers LLC | 4,259 | $351.6K | 0.00% | +456+12.0% | Added |
| HighTower Advisors, LLC | 4,285 | $352.0K | 0.00% | −854−16.6% | Reduced |
| Commonwealth Equity Services, LLC | 4,315 | $356.0K | 0.00% | −1,110−20.5% | Reduced |
| Advisory Services Network, LLC | 4,335 | $357.9K | 0.01% | +1,603+58.7% | Added |
| EverSource Wealth Advisors, LLC | 4,356 | $359.7K | 0.04% | −5−0.1% | Reduced |
| Richard W. Paul & Associates, LLC | 4,365 | $360.4K | 0.17% | +3,105+246.4% | Added |
| Oppenheimer & Co Inc | 4,493 | $370.9K | 0.01% | +315+7.5% | Added |
| Captrust Financial Advisors | 4,533 | $374.2K | 0.00% | +788+21.0% | Added |
| MBM Wealth Consultants, LLC | 3,905 | $378.0K | 0.16% | 00.0% | Unchanged |
| National Asset Management, Inc. | 4,583 | $378.4K | 0.01% | +80+1.8% | Added |
| Tower Research Capital LLC (TRC) | 4,998 | $412.0K | 0.01% | +3,043+155.7% | Added |
| Utah Retirement Systems | 5,000 | $412.8K | 0.01% | +100+2.0% | Added |
| Cetera Advisor Networks LLC | 5,075 | $419.0K | 0.00% | +661+15.0% | Added |
| Hillsdale Investment Management Inc. | 5,130 | $423.5K | 0.04% | +5,130 | New |
| Acadian Asset Management LLC | 5,206 | $429.0K | 0.00% | −43,801−89.4% | Reduced |
| Mariner, LLC | 5,224 | $431.0K | 0.00% | +728+16.2% | Added |
| DekaBank Deutsche Girozentrale | 5,450 | $433.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,297 | $437.3K | 0.07% | +174+3.4% | Added |
| Shelton Capital Management | 5,439 | $449.0K | 0.02% | +968+21.7% | Added |
| Brown Advisory Inc | 5,520 | $455.7K | 0.00% | +1,215+28.2% | Added |
| Alliance Wealth Advisors, LLC | 5,657 | $467.0K | 0.19% | +139+2.5% | Added |
| Edgestream Partners, L.P. | 5,879 | $485.4K | 0.05% | +5,879 | New |
| PMC FIG Opportunities LLC | 6,000 | $495.4K | 3.16% | +6,000 | New |
| Quadrature Capital Ltd | 6,054 | $499.9K | 0.01% | −9,825−61.9% | Reduced |
| Pacer Advisors, Inc. | 6,120 | $505.3K | 0.00% | −13,598−69.0% | Reduced |
| ProShare Advisors LLC | 6,120 | $505.3K | 0.00% | −8,078−56.9% | Reduced |
| Arkadios Wealth Advisors | 6,199 | $511.8K | 0.06% | +6,199 | New |
| Hennion & Walsh Asset Management, Inc. | 6,215 | $513.0K | 0.03% | +87+1.4% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,256 | $516.5K | 0.32% | +92+1.5% | Added |
| Two Sigma Advisers, LP | 6,300 | $520.1K | 0.00% | −65,200−91.2% | Reduced |
| Creative Planning | 6,482 | $535.1K | 0.00% | +881+15.7% | Added |
| Intercontinental Wealth Advisors, LLC | 6,551 | $540.9K | 0.14% | −151−2.3% | Reduced |
| Sigma Planning Corp | 6,581 | $543.3K | 0.02% | +6,581 | New |
| Symphony Financial, Ltd. Co. | 7,212 | $584.9K | 0.15% | −170−2.3% | Reduced |
| Guggenheim Capital LLC | 7,121 | $587.9K | 0.00% | +2,165+43.7% | Added |
| Precision Wealth Strategies, LLC | 7,135 | $589.1K | 0.92% | −267−3.6% | Reduced |
| Maryland State Retirement & Pension System | 7,146 | $590.0K | 0.01% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,150 | $590.3K | 0.33% | 00.0% | Unchanged |
| Hyman Charles D | 7,158 | $591.0K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 7,350 | $606.8K | 0.07% | +7,350 | New |
| Verition Fund Management LLC | 7,845 | $647.7K | 0.01% | +2,792+55.3% | Added |
| FourThought Financial Partners, LLC | 8,184 | $675.7K | 0.09% | −431−5.0% | Reduced |
| Natixis | 8,348 | $689.2K | 0.01% | −15,303−64.7% | Reduced |
| Crossmark Global Holdings, Inc. | 8,422 | $696.0K | 0.02% | +275+3.4% | Added |
| XTX Topco Ltd | 8,480 | $700.1K | 0.15% | +8,480 | New |
| Ibex Investors LLC | 8,500 | $701.8K | 1.15% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8,854 | $731.0K | 0.02% | +503+6.0% | Added |
| Aspire Private Capital, LLC | 8,889 | $733.9K | 0.24% | +6,230+234.3% | Added |
| Wellington Management Group LLP | 8,941 | $738.2K | 0.00% | −6,213−41.0% | Reduced |
| LVW Advisors, LLC | 8,949 | $738.8K | 0.15% | −320−3.5% | Reduced |
| Brown Brothers Harriman & Co | 9,089 | $750.4K | 0.01% | −2,408−20.9% | Reduced |
| First Capital Advisors Group, LLC. | 9,115 | $752.6K | 0.48% | −184−2.0% | Reduced |
| Fox Run Management, L.L.C. | 9,227 | $761.8K | 0.25% | +9,227 | New |
| Banco Santander, S.A. | 9,308 | $768.5K | 0.01% | −1,800−16.2% | Reduced |
| Securian Asset Management, Inc | 9,391 | $775.3K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Advisors | 9,463 | $781.3K | 0.14% | +6,628+233.8% | Added |
| The PNC Financial Services Group, Inc. | 9,957 | $822.1K | 0.00% | +4,140+71.2% | Added |
| Baker Tilly Wealth Management, LLC | 10,080 | $832.2K | 0.09% | −728−6.7% | Reduced |
| World Equity Group, Inc. | 36,030 | $859.3K | 0.15% | +36,030 | New |
| Franklin Resources Inc | 10,581 | $873.6K | 0.00% | +10,581 | New |
| Public Employees Retirement Association of Colorado | 10,765 | $889.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 10,879 | $898.2K | 0.04% | +10,879 | New |
| Independent Solutions Wealth Management, LLC | 10,911 | $900.8K | 0.27% | +265+2.5% | Added |
| Citigroup Inc | 10,971 | $905.8K | 0.00% | −3,626−24.8% | Reduced |
| ETF Managers Group, LLC | 10,985 | $906.9K | 0.03% | +163+1.5% | Added |