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 |
|---|---|---|---|---|---|
| TD Asset Management Inc | 18,335 | $1.51M | 0.00% | −679−3.6% | Reduced |
| Insight Wealth Strategies, LLC | 18,169 | $1.50M | 0.29% | +103+0.6% | Added |
| Summit Global Investments | 17,826 | $1.47M | 0.11% | −17,913−50.1% | Reduced |
| APG Asset Management N.V. | 19,200 | $1.46M | 0.00% | +19,200 | New |
| Uncommon Cents Investing LLC | 17,325 | $1.43M | 0.52% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 16,838 | $1.39M | 0.00% | +3,601+27.2% | Added |
| Teachers Retirement System of the State of Kentucky | 16,480 | $1.36M | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 16,165 | $1.33M | 1.65% | −250−1.5% | Reduced |
| Cumberland Partners Ltd | 16,000 | $1.32M | 0.13% | −1,500−8.6% | Reduced |
| Walleye Trading LLC | 15,862 | $1.31M | 0.05% | −11,135−41.2% | Reduced |
| National Bank of Canada | 15,786 | $1.30M | 0.00% | −341,985−95.6% | Reduced |
| Cetera Investment Advisers | 15,113 | $1.25M | 0.01% | +10,106+201.8% | Added |
| Virginia Retirement Systems Et Al | 14,600 | $1.21M | 0.01% | +14,600 | New |
| CenterBook Partners LP | 14,415 | $1.19M | 0.17% | −3,239−18.3% | Reduced |
| Integrated Advisors Network LLC | 14,310 | $1.18M | 0.07% | +71+0.5% | Added |
| State of Alaska, Department of Revenue | 14,176 | $1.17M | 0.01% | −222−1.5% | Reduced |
| Quantbot Technologies LP | 14,058 | $1.16M | 0.08% | −40,185−74.1% | Reduced |
| FDx Advisors, Inc. | 15,954 | $1.15M | 0.05% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,901 | $1.15M | 0.01% | +1,142+9.0% | Added |
| Palouse Capital Management, Inc. | 13,622 | $1.12M | 0.76% | −3,869−22.1% | Reduced |
| Vontobel Holding Ltd. | 13,599 | $1.12M | 0.01% | −5,755−29.7% | Reduced |
| Vestcor Inc | 13,317 | $1.10M | 0.04% | +9,154+219.9% | Added |
| Voya Investment Management LLC | 13,281 | $1.10M | 0.00% | +993+8.1% | Added |
| Xponance, Inc. | 13,272 | $1.10M | 0.02% | +30+0.2% | Added |
| Alpha DNA Investment Management LLC | 12,979 | $1.07M | 0.55% | +12,979 | New |
| SG Americas Securities, LLC | 12,944 | $1.07M | 0.01% | +5,451+72.7% | Added |
| MML Investors Services, LLC | 12,739 | $1.05M | 0.01% | +7,373+137.4% | Added |
| JustInvest LLC | 12,336 | $1.02M | 0.04% | +9,005+270.3% | Added |
| Advisor OS, LLC | 11,978 | $988.9K | 0.24% | +552+4.8% | Added |
| Wright Investors Service Inc | 11,880 | $980.8K | 0.28% | −197−1.6% | Reduced |
| Pictet Asset Management SA | 11,841 | $977.6K | 0.00% | +648+5.8% | Added |
| Wealthsource Partners, LLC | 11,157 | $921.1K | 0.06% | −376−3.3% | Reduced |
| Virtus ETF Advisers LLC | 11,095 | $916.0K | 0.50% | +1,021+10.1% | Added |
| ETF Managers Group, LLC | 10,985 | $906.9K | 0.03% | +163+1.5% | Added |
| Citigroup Inc | 10,971 | $905.8K | 0.00% | −3,626−24.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 10,911 | $900.8K | 0.27% | +265+2.5% | Added |
| Group One Trading, L.P. | 10,879 | $898.2K | 0.04% | +10,879 | New |
| Public Employees Retirement Association of Colorado | 10,765 | $889.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,581 | $873.6K | 0.00% | +10,581 | New |
| World Equity Group, Inc. | 36,030 | $859.3K | 0.15% | +36,030 | New |
| Baker Tilly Wealth Management, LLC | 10,080 | $832.2K | 0.09% | −728−6.7% | Reduced |
| The PNC Financial Services Group, Inc. | 9,957 | $822.1K | 0.00% | +4,140+71.2% | Added |
| Strategic Investment Advisors | 9,463 | $781.3K | 0.14% | +6,628+233.8% | Added |
| Securian Asset Management, Inc | 9,391 | $775.3K | 0.02% | 00.0% | Unchanged |
| Banco Santander, S.A. | 9,308 | $768.5K | 0.01% | −1,800−16.2% | Reduced |
| Fox Run Management, L.L.C. | 9,227 | $761.8K | 0.25% | +9,227 | New |
| First Capital Advisors Group, LLC. | 9,115 | $752.6K | 0.48% | −184−2.0% | Reduced |
| Brown Brothers Harriman & Co | 9,089 | $750.4K | 0.01% | −2,408−20.9% | Reduced |
| LVW Advisors, LLC | 8,949 | $738.8K | 0.15% | −320−3.5% | Reduced |
| Wellington Management Group LLP | 8,941 | $738.2K | 0.00% | −6,213−41.0% | Reduced |
| Aspire Private Capital, LLC | 8,889 | $733.9K | 0.24% | +6,230+234.3% | Added |
| Exchange Traded Concepts, LLC | 8,854 | $731.0K | 0.02% | +503+6.0% | Added |
| Ibex Investors LLC | 8,500 | $701.8K | 1.15% | 00.0% | Unchanged |
| XTX Topco Ltd | 8,480 | $700.1K | 0.15% | +8,480 | New |
| Crossmark Global Holdings, Inc. | 8,422 | $696.0K | 0.02% | +275+3.4% | Added |
| Natixis | 8,348 | $689.2K | 0.01% | −15,303−64.7% | Reduced |
| FourThought Financial Partners, LLC | 8,184 | $675.7K | 0.09% | −431−5.0% | Reduced |
| Verition Fund Management LLC | 7,845 | $647.7K | 0.01% | +2,792+55.3% | Added |
| DFPG Investments, LLC | 7,350 | $606.8K | 0.07% | +7,350 | New |
| Hyman Charles D | 7,158 | $591.0K | 0.04% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 7,150 | $590.3K | 0.33% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 7,146 | $590.0K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 7,135 | $589.1K | 0.92% | −267−3.6% | Reduced |
| Guggenheim Capital LLC | 7,121 | $587.9K | 0.00% | +2,165+43.7% | Added |
| Symphony Financial, Ltd. Co. | 7,212 | $584.9K | 0.15% | −170−2.3% | Reduced |
| Sigma Planning Corp | 6,581 | $543.3K | 0.02% | +6,581 | New |
| Intercontinental Wealth Advisors, LLC | 6,551 | $540.9K | 0.14% | −151−2.3% | Reduced |
| Creative Planning | 6,482 | $535.1K | 0.00% | +881+15.7% | Added |
| Two Sigma Advisers, LP | 6,300 | $520.1K | 0.00% | −65,200−91.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,256 | $516.5K | 0.32% | +92+1.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 6,215 | $513.0K | 0.03% | +87+1.4% | Added |
| Arkadios Wealth Advisors | 6,199 | $511.8K | 0.06% | +6,199 | New |
| 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 |
| Quadrature Capital Ltd | 6,054 | $499.9K | 0.01% | −9,825−61.9% | Reduced |
| PMC FIG Opportunities LLC | 6,000 | $495.4K | 3.16% | +6,000 | New |
| Edgestream Partners, L.P. | 5,879 | $485.4K | 0.05% | +5,879 | New |
| Alliance Wealth Advisors, LLC | 5,657 | $467.0K | 0.19% | +139+2.5% | Added |
| Brown Advisory Inc | 5,520 | $455.7K | 0.00% | +1,215+28.2% | Added |
| Shelton Capital Management | 5,439 | $449.0K | 0.02% | +968+21.7% | Added |
| SYSTM Wealth Solutions LLC | 5,297 | $437.3K | 0.07% | +174+3.4% | Added |
| DekaBank Deutsche Girozentrale | 5,450 | $433.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 5,224 | $431.0K | 0.00% | +728+16.2% | Added |
| Acadian Asset Management LLC | 5,206 | $429.0K | 0.00% | −43,801−89.4% | Reduced |
| Hillsdale Investment Management Inc. | 5,130 | $423.5K | 0.04% | +5,130 | New |
| Cetera Advisor Networks LLC | 5,075 | $419.0K | 0.00% | +661+15.0% | Added |
| Utah Retirement Systems | 5,000 | $412.8K | 0.01% | +100+2.0% | Added |
| Tower Research Capital LLC (TRC) | 4,998 | $412.0K | 0.01% | +3,043+155.7% | Added |
| National Asset Management, Inc. | 4,583 | $378.4K | 0.01% | +80+1.8% | Added |
| MBM Wealth Consultants, LLC | 3,905 | $378.0K | 0.16% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,533 | $374.2K | 0.00% | +788+21.0% | Added |
| Oppenheimer & Co Inc | 4,493 | $370.9K | 0.01% | +315+7.5% | Added |
| Richard W. Paul & Associates, LLC | 4,365 | $360.4K | 0.17% | +3,105+246.4% | Added |
| EverSource Wealth Advisors, LLC | 4,356 | $359.7K | 0.04% | −5−0.1% | Reduced |
| Advisory Services Network, LLC | 4,335 | $357.9K | 0.01% | +1,603+58.7% | Added |
| Commonwealth Equity Services, LLC | 4,315 | $356.0K | 0.00% | −1,110−20.5% | Reduced |
| HighTower Advisors, LLC | 4,285 | $352.0K | 0.00% | −854−16.6% | Reduced |
| Wealthfront Advisers LLC | 4,259 | $351.6K | 0.00% | +456+12.0% | Added |
| Jackson Creek Investment Advisors LLC | 4,145 | $342.0K | 0.14% | +4,145 | New |
| Quinn Opportunity Partners LLC | 4,128 | $340.8K | 0.04% | −207,300−98.0% | Reduced |