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 |
|---|---|---|---|---|---|
| Philadelphia Financial Management of San Francisco, LLC | 99,931 | $8.25M | 3.07% | +99,931 | New |
| New York State Common Retirement Fund | 97,733 | $8.07M | 0.01% | −4,240−4.2% | Reduced |
| Amundi | 99,639 | $7.98M | 0.00% | +91,873+1,183.0% | Added |
| State Board of Administration of Florida Retirement System | 96,395 | $7.96M | 0.02% | 00.0% | Unchanged |
| Texas Permanent School Fund | 92,256 | $7.62M | 0.08% | +23,096+33.4% | Added |
| Liontrust Investment Partners LLP | 88,559 | $7.31M | 0.11% | +88,559 | New |
| Great West Life Assurance Co | 86,728 | $7.16M | 0.02% | −901−1.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 86,150 | $7.11M | 0.31% | +382+0.4% | Added |
| Prudential Financial Inc | 83,503 | $6.89M | 0.01% | +65,094+353.6% | Added |
| Mutual of America Capital Management LLC | 82,570 | $6.82M | 0.08% | −1,736−2.1% | Reduced |
| Voloridge Investment Management, LLC | 82,461 | $6.81M | 0.03% | +82,461 | New |
| Point72 Europe (London) LLP | 81,100 | $6.70M | 2.01% | −51,800−39.0% | Reduced |
| Manufacturers Life Insurance Company, The | 79,791 | $6.59M | 0.00% | −3,211−3.9% | Reduced |
| AWH Capital, L.P. | 79,500 | $6.56M | 6.70% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 78,745 | $6.50M | 0.04% | +53,018+206.1% | Added |
| Millennium Management LLC | 78,517 | $6.48M | 0.01% | −1,243,457−94.1% | Reduced |
| Daiwa Securities Group Inc. | 74,244 | $6.13M | 0.04% | −7,150−8.8% | Reduced |
| Jump Financial, LLC | 71,456 | $5.90M | 0.24% | +12,368+20.9% | Added |
| TownSquare Capital, LLC | 70,220 | $5.80M | 0.13% | +14,145+25.2% | Added |
| Taika Capital, LP | 69,330 | $5.72M | 2.73% | +28,930+71.6% | Added |
| Algert Global LLC | 68,838 | $5.68M | 0.27% | −21,308−23.6% | Reduced |
| Bank of Montreal | 64,165 | $5.57M | 0.00% | +8,796+15.9% | Added |
| KBC Group NV | 66,873 | $5.52M | 0.02% | +59,484+805.0% | Added |
| Thrivent Financial for Lutherans | 66,752 | $5.50M | 0.01% | +4,944+8.0% | Added |
| PenderFund Capital Management Ltd. | 49,178 | $5.49M | 1.72% | −4,790−8.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 66,125 | $5.46M | 0.01% | +12,430+23.1% | Added |
| Fifth Third Bancorp | 65,641 | $5.42M | 0.03% | +45,715+229.4% | Added |
| Advisor Group Holdings, Inc. | 64,930 | $5.36M | 0.01% | +11,036+20.5% | Added |
| Susquehanna Fundamental Investments, LLC | 64,904 | $5.36M | 0.12% | 00.0% | Unchanged |
| Amalgamated Bank | 63,580 | $5.25M | 0.04% | −15,210−19.3% | Reduced |
| MetLife Investment Management | 62,875 | $5.19M | 0.04% | −1,687−2.6% | Reduced |
| State of Tennessee, Treasury Department | 62,308 | $5.14M | 0.02% | −4,068−6.1% | Reduced |
| New York State Teachers Retirement System | 60,229 | $4.97M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 58,002 | $4.79M | 0.00% | +29,220+101.5% | Added |
| Bank of Nova Scotia | 57,505 | $4.75M | 0.01% | −20,489−26.3% | Reduced |
| O'Brien Greene & Co. Inc | 57,112 | $4.71M | 1.77% | +400+0.7% | Added |
| State of New Jersey Common Pension Fund D | 56,399 | $4.66M | 0.02% | 00.0% | Unchanged |
| CWM Advisors, LLC | 56,221 | $4.64M | 0.59% | +5,504+10.9% | Added |
| Allianz Asset Management GmbH | 56,012 | $4.62M | 0.01% | +56,012 | New |
| Yousif Capital Management, LLC | 52,325 | $4.32M | 0.06% | −85−0.2% | Reduced |
| Harbor Advisors LLC | 49,558 | $4.09M | 0.96% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 49,146 | $4.06M | 0.02% | +989+2.1% | Added |
| Chase Investment Counsel Corp | 48,964 | $4.04M | 2.24% | +11,767+31.6% | Added |
| Public Employees Retirement System of Ohio | 48,042 | $3.97M | 0.02% | +164+0.3% | Added |
| Handelsbanken Fonder AB | 47,070 | $3.89M | 0.02% | +7,412+18.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 46,334 | $3.83M | 0.03% | +56+0.1% | Added |
| LPL Financial LLC | 46,104 | $3.81M | 0.00% | +19,048+70.4% | Added |
| Winton Group Ltd | 43,607 | $3.60M | 0.22% | +17,336+66.0% | Added |
| Pinebridge Investments, L.P. | 43,380 | $3.58M | 0.04% | −24,761−36.3% | Reduced |
| UBS Group AG | 42,904 | $3.54M | 0.00% | +10,911+34.1% | 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 |
| Atria Investments LLC | 41,168 | $3.40M | 0.06% | +388+1.0% | Added |
| EAM Global Investors LLC | 40,874 | $3.37M | 0.95% | +22,508+122.6% | Added |
| Gotham Asset Management, LLC | 40,679 | $3.36M | 0.08% | +4,069+11.1% | Added |
| SkyView Investment Advisors, LLC | 38,036 | $3.14M | 0.73% | +6,918+22.2% | Added |
| NewEdge Wealth, LLC | 37,678 | $3.11M | 0.12% | +566+1.5% | Added |
| Chiron Investment Management, LLC | 37,158 | $3.07M | 0.55% | +37,158 | New |
| Prelude Capital Management, LLC | 36,384 | $3.00M | 0.21% | +17,758+95.3% | Added |
| Teacher Retirement System of Texas | 36,217 | $2.99M | 0.02% | −70−0.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 36,093 | $2.98M | 0.03% | +561+1.6% | Added |
| EULAV Asset Management | 36,000 | $2.97M | 0.12% | −10,000−21.7% | Reduced |
| First Trust Advisors LP | 35,555 | $2.94M | 0.00% | −13,869−28.1% | Reduced |
| Nisa Investment Advisors, LLC | 33,192 | $2.74M | 0.02% | −14,295−30.1% | Reduced |
| M&T Bank Corp | 31,833 | $2.63M | 0.01% | +8,543+36.7% | Added |
| Ergoteles LLC | 31,832 | $2.63M | 0.10% | +31,832 | New |
| Epacria Capital Partners, LLC | 31,362 | $2.59M | 2.03% | +5,272+20.2% | Added |
| Wakefield Asset Management LLLP | 30,916 | $2.55M | 1.06% | +30,916 | New |
| AE Wealth Management LLC | 30,409 | $2.51M | 0.02% | +25,854+567.6% | Added |
| TD Private Client Wealth LLC | 30,361 | $2.51M | 0.11% | −845−2.7% | Reduced |
| Oregon Public Employees Retirement Fund | 30,109 | $2.49M | 0.03% | −141−0.5% | Reduced |
| Boothbay Fund Management, LLC | 30,100 | $2.49M | 0.07% | +30,100 | New |
| US Bancorp | 29,519 | $2.44M | 0.00% | −878−2.9% | Reduced |
| Arizona State Retirement System | 28,317 | $2.34M | 0.02% | +748+2.7% | Added |
| Louisiana State Employees Retirement System | 27,300 | $2.25M | 0.06% | −200−0.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 27,200 | $2.25M | 0.03% | +27,200 | New |
| Engle Capital Management, L.P. | 27,000 | $2.23M | 0.73% | +27,000 | New |
| Redwood Investments, LLC | 26,440 | $2.18M | 0.28% | +26,440 | New |
| Ameritas Investment Partners, Inc. | 26,190 | $2.16M | 0.09% | −259−1.0% | Reduced |
| State of Michigan Retirement System | 25,979 | $2.14M | 0.01% | −200−0.8% | Reduced |
| Martingale Asset Management L P | 25,508 | $2.11M | 0.04% | +25,508 | New |
| Twinbeech Capital LP | 25,437 | $2.10M | 0.04% | +25,437 | New |
| Nordea Investment Management AB | 23,963 | $1.96M | 0.00% | +23,963 | New |
| WBI Investments | 23,656 | $1.95M | 0.39% | +23,656 | New |
| Trexquant Investment LP | 23,094 | $1.91M | 0.05% | −6,734−22.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 22,822 | $1.88M | 0.05% | +13,302+139.7% | Added |
| USS Investment Management Ltd | 22,601 | $1.87M | 0.03% | +1,629+7.8% | Added |
| Jane Street Group, LLC | 22,177 | $1.83M | 0.00% | +19,049+609.0% | Added |
| Graham Capital Management, L.P. | 22,081 | $1.82M | 0.06% | +9,903+81.3% | Added |
| Credential Qtrade Securities Inc. | 21,599 | $1.78M | 0.12% | −937−4.2% | Reduced |
| Engineers Gate Manager LP | 20,661 | $1.71M | 0.07% | +11,161+117.5% | Added |
| ING Groep NV | 20,500 | $1.69M | 0.02% | +20,500 | New |
| Credit Agricole S A | 20,471 | $1.69M | 0.07% | +3,315+19.3% | Added |
| Jupiter Asset Management Ltd | 20,457 | $1.69M | 0.02% | −2,172−9.6% | Reduced |
| Two Sigma Investments, LP | 19,800 | $1.63M | 0.00% | −33,678−63.0% | Reduced |
| STRS Ohio | 19,460 | $1.61M | 0.01% | +1,171+6.4% | Added |
| Aquatic Capital Management LLC | 19,200 | $1.58M | 0.10% | +7,900+69.9% | Added |
| Resources Investment Advisors, LLC. | 18,870 | $1.56M | 0.04% | +18,870 | New |
| KB Financial Partners, LLC | 18,841 | $1.56M | 0.46% | −817−4.2% | Reduced |
| New Mexico Educational Retirement Board | 18,660 | $1.54M | 0.08% | +2,600+16.2% | Added |