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 3 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, Q2 2023
Institutional positions in Interactive Brokers Group, Inc. as of Jun 30, 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
- 424
- −7 vs. Q1 2023
- Shares held
- 91.7M
- +500.0K (+0.5%) vs. Q1 2023
- Total value
- $7.61B
- +$75.1M (+1.0%) vs. Q1 2023
- New holders
- 54
- 148 more added
- Sold out
- 61
- 154 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,258,594 | $769.1M | 0.02% | −35,358−0.4% | Reduced |
| BlackRock Inc. | 8,757,929 | $727.5M | 0.02% | −214,380−2.4% | Reduced |
| Orbis Allan Gray Ltd | 8,147,790 | $676.8M | 4.84% | +983,551+13.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,569,260 | $628.8M | 1.77% | +68,013+0.9% | Added |
| Cantillon Capital Management LLC | 3,834,468 | $318.5M | 2.23% | +230,068+6.4% | Added |
| Greenwich Wealth Management LLC | 2,928,304 | $243.3M | 25.56% | +2,143+0.1% | Added |
| State Street Corp | 2,818,815 | $234.2M | 0.01% | +76,695+2.8% | Added |
| Bares Capital Management, Inc. | 2,571,299 | $213.6M | 7.39% | −25,372−1.0% | Reduced |
| Marshall Wace, LLP | 2,447,539 | $203.3M | 0.44% | +620,796+34.0% | Added |
| Select Equity Group, L.P. | 2,237,176 | $185.8M | 0.70% | +106,002+5.0% | Added |
| Jarislowsky, Fraser Ltd | 2,143,405 | $178.1M | 1.06% | +10,486+0.5% | Added |
| Bank of America Corp | 2,000,288 | $166.2M | 0.02% | +142,325+7.7% | Added |
| Geode Capital Management, LLC | 1,534,244 | $127.4M | 0.01% | +96,573+6.7% | Added |
| Norges Bank | 1,155,293 | $96.0M | 0.02% | +85,926+8.0% | Added |
| FIL Ltd | 1,053,401 | $87.5M | 0.10% | −31,845−2.9% | Reduced |
| Wells Fargo & Company | 1,050,061 | $87.2M | 0.03% | +19,409+1.9% | Added |
| Bank of New York Mellon Corp | 974,252 | $80.9M | 0.02% | −5,421−0.6% | Reduced |
| Charles Schwab Investment Management Inc | 947,547 | $78.7M | 0.02% | +20,095+2.2% | Added |
| Coronation Fund Managers Ltd. | 931,020 | $77.3M | 2.08% | +674,551+263.0% | Added |
| Abrams Bison Investments, LLC | 929,600 | $77.2M | 7.74% | 00.0% | Unchanged |
| Bronte Capital Management Pty Ltd. | 836,451 | $69.5M | 6.70% | +11,779+1.4% | Added |
| TimesSquare Capital Management, LLC | 801,895 | $66.6M | 0.95% | −8,145−1.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 751,213 | $62.4M | 0.36% | +13,576+1.8% | Added |
| Morgan Stanley | 746,476 | $62.0M | 0.01% | +283,822+61.3% | Added |
| Northern Trust Corp | 728,532 | $60.5M | 0.01% | −5,141−0.7% | Reduced |
| 1832 Asset Management L.P. | 707,005 | $58.7M | 0.11% | −137,832−16.3% | Reduced |
| Antipodes Partners Ltd | 627,744 | $52.1M | 1.80% | −35,981−5.4% | Reduced |
| Ancient Art, L.P. | 578,378 | $48.0M | 10.18% | 00.0% | Unchanged |
| FMR LLC | 568,960 | $47.3M | 0.00% | +142,875+33.5% | Added |
| Principal Financial Group Inc | 554,028 | $46.0M | 0.03% | −23,239−4.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 534,740 | $44.4M | 0.07% | +31,862+6.3% | Added |
| Samlyn Capital, LLC | 528,930 | $43.9M | 0.76% | −329,929−38.4% | Reduced |
| Junto Capital Management LP | 515,667 | $42.8M | 1.09% | +79,386+18.2% | Added |
| Empower Advisory Group, LLC | 512,275 | $42.6M | 0.18% | +8,774+1.7% | Added |
| Raymond James & Associates | 483,394 | $40.2M | 0.03% | +5,265+1.1% | Added |
| Bridgewater Associates, LP | 472,810 | $39.3M | 0.24% | −271,612−36.5% | Reduced |
| Balyasny Asset Management LLC | 444,087 | $36.9M | 0.10% | −163,503−26.9% | Reduced |
| Bamco Inc | 416,717 | $34.6M | 0.10% | +209,717+101.3% | Added |
| Ensign Peak Advisors, Inc | 394,586 | $32.8M | 0.07% | +18,002+4.8% | Added |
| Royal Bank of Canada | 389,588 | $32.4M | 0.01% | +90,375+30.2% | Added |
| Prana Capital Management, LP | 388,351 | $32.3M | 2.15% | +166,049+74.7% | Added |
| JPMorgan Chase & Co | 369,583 | $30.7M | 0.00% | +103,073+38.7% | Added |
| Pictet Asset Management SA | 353,473 | $29.4M | 0.03% | +341,632+2,885.2% | Added |
| Cercano Management LLC | 351,758 | $29.2M | 1.01% | +351,758 | New |
| Oakcliff Capital Partners, LP | 339,647 | $28.2M | 18.79% | 00.0% | Unchanged |
| Rhumbline Advisers | 302,536 | $25.1M | 0.03% | +12,484+4.3% | Added |
| RV Capital GmbH | 288,747 | $24.0M | 7.82% | +85,000+41.7% | Added |
| Dimensional Fund Advisors LP | 270,764 | $22.5M | 0.01% | −12,783−4.5% | Reduced |
| Federated Hermes, Inc. | 266,397 | $22.1M | 0.05% | +36,074+15.7% | Added |
| Envestnet Asset Management Inc | 262,839 | $21.8M | 0.01% | −68,796−20.7% | Reduced |
| Neuberger Berman Group LLC | 261,481 | $21.7M | 0.02% | −1,352−0.5% | Reduced |
| Legal & General Group Plc | 259,826 | $21.6M | 0.01% | +23,502+9.9% | Added |
| Nuveen Asset Management, LLC | 253,287 | $21.0M | 0.01% | +15,654+6.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 253,131 | $21.0M | 0.46% | +12,731+5.3% | Added |
| Owls Nest Partners IA, LLC | 251,747 | $20.9M | 6.41% | −87,031−25.7% | Reduced |
| Goldman Sachs Group Inc | 250,611 | $20.8M | 0.01% | −70,817−22.0% | Reduced |
| Man Group plc | 248,846 | $20.7M | 0.06% | – | – |
| Renaissance Technologies LLC | 248,700 | $20.7M | 0.03% | +36,300+17.1% | Added |
| Alliancebernstein L.P. | 243,790 | $20.3M | 0.01% | +6,326+2.7% | Added |
| Stifel Financial Corp | 239,417 | $19.9M | 0.03% | −588−0.2% | Reduced |
| Cantor Fitzgerald, L. P. | 230,708 | $19.2M | 0.44% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 227,600 | $18.9M | 0.16% | +69,900+44.3% | Added |
| Swiss National Bank | 224,300 | $18.6M | 0.01% | +13,300+6.3% | Added |
| Allianz Asset Management GmbH | 213,633 | $17.7M | 0.04% | +157,621+281.4% | Added |
| HSBC Holdings PLC | 200,000 | $16.6M | 0.02% | +37,040+22.7% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 200,000 | $16.6M | 1.39% | +37,926+23.4% | Added |
| California Public Employees Retirement System | 190,430 | $15.8M | 0.01% | −2,075−1.1% | Reduced |
| Susquehanna International Group, LLP | 184,162 | $15.3M | 0.02% | −41,665−18.4% | Reduced |
| Stony Point Capital LLC | 182,193 | $15.1M | 4.91% | +7,048+4.0% | Added |
| Janney Montgomery Scott LLC | 181,111 | $15.0M | 0.05% | +16,370+9.9% | Added |
| Park West Asset Management LLC | 175,000 | $14.5M | 1.27% | −286,581−62.1% | Reduced |
| Heartland Advisors Inc | 174,226 | $14.5M | 0.83% | −14,334−7.6% | Reduced |
| Brooktree Capital Management | 171,663 | $14.3M | 10.84% | −6,308−3.5% | Reduced |
| Invesco Ltd. | 169,554 | $14.1M | 0.00% | +1,888+1.1% | Added |
| State of Wisconsin Investment Board | 165,759 | $13.8M | 0.04% | +11,435+7.4% | Added |
| Hudson Way Capital Management LLC | 165,651 | $13.8M | 2.58% | +165,651 | New |
| Dana Investment Advisors, Inc. | 161,818 | $13.4M | 0.66% | −7,063−4.2% | Reduced |
| American Century Companies Inc | 160,904 | $13.4M | 0.01% | −99,165−38.1% | Reduced |
| Barclays PLC | 155,948 | $13.0M | 0.01% | −27,322−14.9% | Reduced |
| American International Group, Inc. | 155,317 | $12.9M | 0.08% | −3,313−2.1% | Reduced |
| Russell Investments Group, Ltd. | 152,828 | $12.7M | 0.02% | −5,974−3.8% | Reduced |
| Credit Suisse AG | 150,427 | $12.5M | 0.01% | +24,298+19.3% | Added |
| Gabelli Funds LLC | 147,570 | $12.3M | 0.09% | −3,479−2.3% | Reduced |
| Ameriprise Financial Inc | 143,155 | $11.9M | 0.00% | +12,868+9.9% | Added |
| SEI Investments Co | 132,851 | $11.0M | 0.02% | +3,336+2.6% | Added |
| Retirement Systems of Alabama | 132,726 | $11.0M | 0.05% | −1,688−1.3% | Reduced |
| UBS Asset Management Americas Inc | 126,735 | $10.5M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 124,124 | $10.3M | 0.01% | −21,597−14.8% | Reduced |
| STRS Ohio | 119,135 | $9.90M | 0.04% | +99,675+512.2% | Added |
| Cinctive Capital Management LP | 118,851 | $9.87M | 0.39% | +118,851 | New |
| Rockefeller Capital Management L.P. | 112,751 | $9.37M | 0.04% | +112,751 | New |
| Truist Financial Corp | 104,742 | $8.70M | 0.01% | −21,400−17.0% | Reduced |
| BNP Paribas Arbitrage, SA | 101,689 | $8.45M | 0.02% | −30,883−23.3% | Reduced |
| Taika Capital, LP | 101,530 | $8.43M | 4.62% | +32,200+46.4% | Added |
| Amundi | 99,865 | $8.36M | 0.00% | +226+0.2% | Added |
| New York State Common Retirement Fund | 99,737 | $8.29M | 0.01% | +2,004+2.1% | Added |
| Victory Capital Management Inc | 99,464 | $8.26M | 0.01% | −607,458−85.9% | Reduced |
| State Board of Administration of Florida Retirement System | 94,437 | $7.84M | 0.02% | −1,958−2.0% | Reduced |
| Gillson Capital LP | 92,952 | $7.72M | 0.68% | −73,985−44.3% | Reduced |
| Texas Permanent School Fund | 90,684 | $7.53M | 0.07% | −1,572−1.7% | Reduced |