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 |
|---|---|---|---|---|---|
| Atria Wealth Solutions, Inc. | 4,093 | $337.9K | 0.01% | +4,093 | New |
| Axxcess Wealth Management, LLC | 3,955 | $326.5K | 0.03% | 00.0% | Unchanged |
| Alps Advisors Inc | 3,930 | $324.5K | 0.00% | +3,930 | New |
| Quantamental Technologies LLC | 3,668 | $302.8K | 0.16% | +3,668 | New |
| Veritable, L.P. | 3,642 | $300.7K | 0.01% | +3,642 | New |
| Profund Advisors LLC | 3,603 | $297.5K | 0.02% | −517−12.5% | Reduced |
| Simplex Trading, LLC | 3,600 | $297.0K | 0.01% | −2,459−40.6% | Reduced |
| 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 |
| AQR Capital Management LLC | 3,492 | $288.3K | 0.00% | +180+5.4% | Added |
| Kestra Advisory Services, LLC | 3,491 | $288.2K | 0.00% | −3,479−49.9% | Reduced |
| Studio Investment Management LLC | 3,490 | $288.1K | 0.09% | +3,490 | New |
| Oxbow Advisors, LLC | 3,472 | $286.6K | 0.05% | +3,472 | New |
| Inspire Advisors, LLC | 3,324 | $274.4K | 0.06% | −91−2.7% | Reduced |
| First Republic Investment Management, Inc. | 3,251 | $268.4K | 0.00% | +3,251 | New |
| Synergy Financial Group, LTD | 3,168 | $261.6K | 0.43% | −133−4.0% | Reduced |
| Toroso Investments, LLC | 3,086 | $255.0K | 0.01% | +3,086 | New |
| Convergence Investment Partners, LLC | 3,061 | $253.0K | 0.15% | +1,130+58.5% | Added |
| Revisor Wealth Management LLC | 3,054 | $252.1K | 0.23% | +3,054 | New |
| Wealth Alliance | 3,003 | $247.9K | 0.04% | −22−0.7% | Reduced |
| Capital Asset Advisory Services LLC | 2,955 | $243.9K | 0.02% | −230−7.2% | Reduced |
| Point72 Middle East FZE | 2,919 | $241.0K | 0.01% | +2,919 | New |
| CIBC Asset Management Inc | 2,905 | $239.8K | 0.00% | +88+3.1% | Added |
| Two Sigma Securities, LLC | 2,900 | $239.4K | 0.02% | −2,300−44.2% | Reduced |
| Mercer Global Advisors Inc | 2,837 | $234.0K | 0.00% | +2,837 | New |
| Centiva Capital, LP | 2,786 | $230.0K | 0.01% | +2,786 | New |
| USA Financial Portformulas Corp | 2,770 | $228.7K | 0.37% | +2,770 | New |
| Thrive Wealth Management, LLC | 2,752 | $227.2K | 0.06% | +2,752 | New |
| Kapitalo Investimentos Ltda | 2,720 | $224.6K | 0.07% | +2,720 | New |
| Wallace Advisory Group, LLC | 2,716 | $224.2K | 0.17% | +2,716 | New |
| Aureus Asset Management, LLC | 2,600 | $214.7K | 0.02% | +2,600 | New |
| Jefferies Financial Group Inc. | 2,579 | $212.9K | 0.00% | +2,579 | New |
| Gamco Investors, Inc. Et Al | 2,550 | $210.5K | 0.00% | +2,550 | New |
| Crewe Advisors LLC | 2,548 | $210.4K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,424 | $200.1K | 0.00% | +2,424 | New |
| Bartlett & Co. LLC | 2,360 | $195.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $194.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 2,265 | $187.0K | 0.16% | −2−0.1% | Reduced |
| Central Trust Co | 2,020 | $166.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,616 | $133.4K | 0.01% | +352+27.8% | Added |
| First Horizon Advisors, Inc. | 1,571 | $129.8K | 0.00% | +1,224+352.7% | Added |
| Macquarie Group Ltd | 1,350 | $111.5K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 1,223 | $101.0K | 0.14% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,096 | $90.0K | 0.02% | +1,096 | New |
| Spire Wealth Management | 1,018 | $84.0K | 0.00% | +108+11.9% | Added |
| Eagle Bay Advisors LLC | 1,005 | $83.0K | 0.05% | +21+2.1% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $82.6K | 0.02% | 00.0% | Unchanged |
| Ossiam | 997 | $82.3K | 0.00% | −306−23.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 955 | $78.8K | 0.03% | +674+239.9% | Added |
| Ci Investments Inc. | 943 | $78.0K | 0.00% | +5+0.5% | Added |
| Raleigh Capital Management Inc. | 909 | $75.0K | 0.04% | +184+25.4% | Added |
| CVA Family Office, LLC | 905 | $74.7K | 0.02% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 890 | $73.5K | 0.06% | +890 | New |
| Benjamin Edwards Inc | 879 | $73.0K | 0.02% | +434+97.5% | Added |
| CWM, LLC | 836 | $69.0K | 0.00% | +76+10.0% | Added |
| Quent Capital, LLC | 720 | $58.9K | 0.01% | +1+0.1% | Added |
| Signaturefd, LLC | 702 | $58.0K | 0.00% | +43+6.5% | Added |
| Laffer Tengler Investments | 692 | $57.1K | 0.02% | +20+3.0% | Added |
| Asset Management One Co.,Ltd. | 676 | $55.8K | 0.00% | −151−18.3% | Reduced |
| Toronto Dominion Bank | 630 | $52.0K | 0.00% | −125−16.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 602 | $49.7K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 595 | $49.1K | 0.01% | +595 | New |
| Belpointe Asset Management LLC | 579 | $47.8K | 0.00% | +227+64.5% | Added |
| Whittier Trust Co of Nevada Inc | 573 | $47.3K | 0.00% | +179+45.4% | Added |
| FinTrust Capital Advisors, LLC | 600 | $43.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 516 | $42.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 490 | $40.5K | 0.01% | +490 | New |
| Proequities, Inc. | 419 | $34.6K | 0.00% | +380+974.4% | Added |
| Point72 Asset Management, L.P. | 396 | $32.7K | 0.00% | −357,004−99.9% | Reduced |
| Westpac Banking Corp | 380 | $31.4K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 370 | $31.0K | 0.00% | +370 | New |
| Pinnacle Financial Partners Inc | 370 | $30.5K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 352 | $29.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 335 | $27.7K | 0.00% | −42−11.1% | Reduced |
| Venturi Wealth Management, LLC | 315 | $26.0K | 0.00% | +315 | New |
| Penserra Capital Management LLC | 323 | $26.0K | 0.00% | +3+0.9% | Added |
| Private Trust Co NA | 283 | $23.4K | 0.00% | +36+14.6% | Added |
| Rosenberg Matthew Hamilton | 280 | $23.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 265 | $21.9K | 0.01% | +122+85.3% | Added |
| DT Investment Partners, LLC | 280 | $21.6K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $20.6K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 247 | $20.4K | 0.01% | +247 | New |
| Allworth Financial LP | 241 | $19.9K | 0.00% | +199+473.8% | Added |
| Massmutual Trust Co FSB | 210 | $17.3K | 0.00% | +165+366.7% | Added |
| GeoWealth Management, LLC | 209 | $17.0K | 0.00% | +209 | New |
| Harbor Investment Advisory, LLC | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 198 | $16.3K | 0.00% | +4+2.1% | Added |
| Sittner & Nelson, LLC | 197 | $16.3K | 0.01% | +197 | New |
| Stonebridge Capital Advisors LLC | 173 | $14.3K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 150 | $12.4K | 0.00% | −45−23.1% | Reduced |
| Macroview Investment Management LLC | 136 | $11.2K | 0.02% | +136 | New |
| Leonteq Securities AG | 135 | $11.1K | 0.00% | +135 | New |
| Loomis Sayles & Co L P | 129 | $11.0K | 0.00% | +129 | New |
| Parallel Advisors, LLC | 122 | $10.1K | 0.00% | +36+41.9% | Added |
| 7G Capital Management, LLC | 100 | $8.26K | 0.00% | +100 | New |
| Northwestern Mutual Wealth Management Co | 93 | $7.68K | 0.00% | +54+138.5% | Added |
| Horan Securities, Inc. | 66 | $5.45K | 0.00% | +66 | New |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $5.12K | 0.00% | +2+3.3% | Added |
| Larson Financial Group LLC | 56 | $4.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $4.46K | 0.00% | +49+980.0% | Added |