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 |
|---|---|---|---|---|---|
| Virtus ETF Advisers LLC | 11,095 | $916.0K | 0.50% | +1,021+10.1% | Added |
| Wealthsource Partners, LLC | 11,157 | $921.1K | 0.06% | −376−3.3% | Reduced |
| Pictet Asset Management SA | 11,841 | $977.6K | 0.00% | +648+5.8% | Added |
| Wright Investors Service Inc | 11,880 | $980.8K | 0.28% | −197−1.6% | Reduced |
| Advisor OS, LLC | 11,978 | $988.9K | 0.24% | +552+4.8% | Added |
| JustInvest LLC | 12,336 | $1.02M | 0.04% | +9,005+270.3% | Added |
| MML Investors Services, LLC | 12,739 | $1.05M | 0.01% | +7,373+137.4% | Added |
| SG Americas Securities, LLC | 12,944 | $1.07M | 0.01% | +5,451+72.7% | Added |
| Alpha DNA Investment Management LLC | 12,979 | $1.07M | 0.55% | +12,979 | New |
| Xponance, Inc. | 13,272 | $1.10M | 0.02% | +30+0.2% | Added |
| Voya Investment Management LLC | 13,281 | $1.10M | 0.00% | +993+8.1% | Added |
| Vestcor Inc | 13,317 | $1.10M | 0.04% | +9,154+219.9% | Added |
| Vontobel Holding Ltd. | 13,599 | $1.12M | 0.01% | −5,755−29.7% | Reduced |
| Palouse Capital Management, Inc. | 13,622 | $1.12M | 0.76% | −3,869−22.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,901 | $1.15M | 0.01% | +1,142+9.0% | Added |
| FDx Advisors, Inc. | 15,954 | $1.15M | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 14,058 | $1.16M | 0.08% | −40,185−74.1% | Reduced |
| State of Alaska, Department of Revenue | 14,176 | $1.17M | 0.01% | −222−1.5% | Reduced |
| Integrated Advisors Network LLC | 14,310 | $1.18M | 0.07% | +71+0.5% | Added |
| CenterBook Partners LP | 14,415 | $1.19M | 0.17% | −3,239−18.3% | Reduced |
| Virginia Retirement Systems Et Al | 14,600 | $1.21M | 0.01% | +14,600 | New |
| Cetera Investment Advisers | 15,113 | $1.25M | 0.01% | +10,106+201.8% | Added |
| National Bank of Canada | 15,786 | $1.30M | 0.00% | −341,985−95.6% | Reduced |
| Walleye Trading LLC | 15,862 | $1.31M | 0.05% | −11,135−41.2% | Reduced |
| Cumberland Partners Ltd | 16,000 | $1.32M | 0.13% | −1,500−8.6% | Reduced |
| Pin Oak Investment Advisors Inc | 16,165 | $1.33M | 1.65% | −250−1.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 16,480 | $1.36M | 0.01% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 16,838 | $1.39M | 0.00% | +3,601+27.2% | Added |
| Uncommon Cents Investing LLC | 17,325 | $1.43M | 0.52% | 00.0% | Unchanged |
| APG Asset Management N.V. | 19,200 | $1.46M | 0.00% | +19,200 | New |
| Summit Global Investments | 17,826 | $1.47M | 0.11% | −17,913−50.1% | Reduced |
| Insight Wealth Strategies, LLC | 18,169 | $1.50M | 0.29% | +103+0.6% | Added |
| TD Asset Management Inc | 18,335 | $1.51M | 0.00% | −679−3.6% | Reduced |
| New Mexico Educational Retirement Board | 18,660 | $1.54M | 0.08% | +2,600+16.2% | Added |
| KB Financial Partners, LLC | 18,841 | $1.56M | 0.46% | −817−4.2% | Reduced |
| Resources Investment Advisors, LLC. | 18,870 | $1.56M | 0.04% | +18,870 | New |
| Aquatic Capital Management LLC | 19,200 | $1.58M | 0.10% | +7,900+69.9% | Added |
| STRS Ohio | 19,460 | $1.61M | 0.01% | +1,171+6.4% | Added |
| Two Sigma Investments, LP | 19,800 | $1.63M | 0.00% | −33,678−63.0% | Reduced |
| Jupiter Asset Management Ltd | 20,457 | $1.69M | 0.02% | −2,172−9.6% | Reduced |
| Credit Agricole S A | 20,471 | $1.69M | 0.07% | +3,315+19.3% | Added |
| ING Groep NV | 20,500 | $1.69M | 0.02% | +20,500 | New |
| Engineers Gate Manager LP | 20,661 | $1.71M | 0.07% | +11,161+117.5% | Added |
| Credential Qtrade Securities Inc. | 21,599 | $1.78M | 0.12% | −937−4.2% | Reduced |
| Graham Capital Management, L.P. | 22,081 | $1.82M | 0.06% | +9,903+81.3% | Added |
| Jane Street Group, LLC | 22,177 | $1.83M | 0.00% | +19,049+609.0% | Added |
| USS Investment Management Ltd | 22,601 | $1.87M | 0.03% | +1,629+7.8% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,822 | $1.88M | 0.05% | +13,302+139.7% | Added |
| Trexquant Investment LP | 23,094 | $1.91M | 0.05% | −6,734−22.6% | Reduced |
| WBI Investments | 23,656 | $1.95M | 0.39% | +23,656 | New |
| Nordea Investment Management AB | 23,963 | $1.96M | 0.00% | +23,963 | New |
| Twinbeech Capital LP | 25,437 | $2.10M | 0.04% | +25,437 | New |
| Martingale Asset Management L P | 25,508 | $2.11M | 0.04% | +25,508 | New |
| State of Michigan Retirement System | 25,979 | $2.14M | 0.01% | −200−0.8% | Reduced |
| Ameritas Investment Partners, Inc. | 26,190 | $2.16M | 0.09% | −259−1.0% | Reduced |
| Redwood Investments, LLC | 26,440 | $2.18M | 0.28% | +26,440 | New |
| Engle Capital Management, L.P. | 27,000 | $2.23M | 0.73% | +27,000 | New |
| ArrowMark Colorado Holdings LLC | 27,200 | $2.25M | 0.03% | +27,200 | New |
| Louisiana State Employees Retirement System | 27,300 | $2.25M | 0.06% | −200−0.7% | Reduced |
| Arizona State Retirement System | 28,317 | $2.34M | 0.02% | +748+2.7% | Added |
| US Bancorp | 29,519 | $2.44M | 0.00% | −878−2.9% | Reduced |
| Boothbay Fund Management, LLC | 30,100 | $2.49M | 0.07% | +30,100 | New |
| Oregon Public Employees Retirement Fund | 30,109 | $2.49M | 0.03% | −141−0.5% | Reduced |
| TD Private Client Wealth LLC | 30,361 | $2.51M | 0.11% | −845−2.7% | Reduced |
| AE Wealth Management LLC | 30,409 | $2.51M | 0.02% | +25,854+567.6% | Added |
| Wakefield Asset Management LLLP | 30,916 | $2.55M | 1.06% | +30,916 | New |
| Epacria Capital Partners, LLC | 31,362 | $2.59M | 2.03% | +5,272+20.2% | Added |
| Ergoteles LLC | 31,832 | $2.63M | 0.10% | +31,832 | New |
| M&T Bank Corp | 31,833 | $2.63M | 0.01% | +8,543+36.7% | Added |
| Nisa Investment Advisors, LLC | 33,192 | $2.74M | 0.02% | −14,295−30.1% | Reduced |
| First Trust Advisors LP | 35,555 | $2.94M | 0.00% | −13,869−28.1% | Reduced |
| EULAV Asset Management | 36,000 | $2.97M | 0.12% | −10,000−21.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,093 | $2.98M | 0.03% | +561+1.6% | Added |
| Teacher Retirement System of Texas | 36,217 | $2.99M | 0.02% | −70−0.2% | Reduced |
| Prelude Capital Management, LLC | 36,384 | $3.00M | 0.21% | +17,758+95.3% | Added |
| Chiron Investment Management, LLC | 37,158 | $3.07M | 0.55% | +37,158 | New |
| NewEdge Wealth, LLC | 37,678 | $3.11M | 0.12% | +566+1.5% | Added |
| SkyView Investment Advisors, LLC | 38,036 | $3.14M | 0.73% | +6,918+22.2% | Added |
| Gotham Asset Management, LLC | 40,679 | $3.36M | 0.08% | +4,069+11.1% | Added |
| EAM Global Investors LLC | 40,874 | $3.37M | 0.95% | +22,508+122.6% | Added |
| Atria Investments LLC | 41,168 | $3.40M | 0.06% | +388+1.0% | Added |
| HRT Financial LP | 41,736 | $3.44M | 0.04% | −101,334−70.8% | Reduced |
| Price T Rowe Associates Inc | 41,718 | $3.44M | 0.00% | +4,489+12.1% | Added |
| UBS Group AG | 42,904 | $3.54M | 0.00% | +10,911+34.1% | Added |
| Pinebridge Investments, L.P. | 43,380 | $3.58M | 0.04% | −24,761−36.3% | Reduced |
| Winton Group Ltd | 43,607 | $3.60M | 0.22% | +17,336+66.0% | Added |
| LPL Financial LLC | 46,104 | $3.81M | 0.00% | +19,048+70.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,334 | $3.83M | 0.03% | +56+0.1% | Added |
| Handelsbanken Fonder AB | 47,070 | $3.89M | 0.02% | +7,412+18.7% | Added |
| Public Employees Retirement System of Ohio | 48,042 | $3.97M | 0.02% | +164+0.3% | Added |
| Chase Investment Counsel Corp | 48,964 | $4.04M | 2.24% | +11,767+31.6% | Added |
| Treasurer of the State of North Carolina | 49,146 | $4.06M | 0.02% | +989+2.1% | Added |
| Harbor Advisors LLC | 49,558 | $4.09M | 0.96% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 52,325 | $4.32M | 0.06% | −85−0.2% | Reduced |
| Allianz Asset Management GmbH | 56,012 | $4.62M | 0.01% | +56,012 | New |
| CWM Advisors, LLC | 56,221 | $4.64M | 0.59% | +5,504+10.9% | Added |
| State of New Jersey Common Pension Fund D | 56,399 | $4.66M | 0.02% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 57,112 | $4.71M | 1.77% | +400+0.7% | Added |
| Bank of Nova Scotia | 57,505 | $4.75M | 0.01% | −20,489−26.3% | Reduced |
| Janus Henderson Group PLC | 58,002 | $4.79M | 0.00% | +29,220+101.5% | Added |