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 |
|---|---|---|---|---|---|
| Ridgewood Investments LLC | 54 | $4.46K | 0.00% | +54 | New |
| Harbour Investments, Inc. | 48 | $3.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $3.81K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $3.80K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 39 | $3.22K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 29 | $2.93K | 0.00% | −1−3.3% | Reduced |
| Baker Avenue Asset Management, LP | 35 | $2.89K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 28 | $2.27K | 0.00% | +28 | New |
| Gradient Investments LLC | 27 | $2.23K | 0.00% | +27 | New |
| Coston, McIsaac & Partners | 30 | $2.00K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 22 | $1.82K | 0.00% | +1+4.8% | Added |
| JFS Wealth Advisors, LLC | 20 | $1.69K | 0.00% | −1−4.8% | Reduced |
| Global Retirement Partners, LLC | 19 | $1.38K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 16 | $1.32K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | −2−22.2% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Schubert & Co | 10 | $826 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $785 | 0.00% | −576−98.1% | Reduced |
| Ameritas Advisory Services, LLC | 8 | $660 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 6 | $496 | 0.00% | −16−72.7% | Reduced |
| Horizon Investments, LLC | 6 | $495 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $413 | 0.00% | −2−28.6% | Reduced |
| Disciplined Investments, LLC | 4 | $330 | 0.00% | −1−20.0% | Reduced |
| Farther Finance Advisors, LLC | 3 | $248 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $165 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 0 | $33 | 0.00% | 0 | Unchanged |
| Lazard Asset Management LLC | 4 | $0 | 0.00% | −8,514−100.0% | Reduced |
| Steward Financial Group LLC | 10 | $0 | 0.00% | +4+66.7% | Added |
| Montrusco Bolton Investments Inc. | 0 | $0 | 0.00% | −1,082,564−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −187,764−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −98,108−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −45,055−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −27,298−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −18,559−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −18,528−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −15,767−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −15,590−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −14,198−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −12,940−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −12,494−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,063−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,416−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −10,512−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −10,093−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −9,715−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −9,497−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,422−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −7,721−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −4,531−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −4,288−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,552−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,038−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Paragon Wealth Strategies, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −207−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Personal Capital Advisors Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Neo Ivy Capital Management | – | – | – | – | Not filed |
| swisspartners Ltd. | – | – | – | – | Not filed |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |