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, 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 47,087 | $8 | 0.00% | +47,087 | New |
| Glassman Wealth Services | 2 | $166 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $332 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $333 | 0.00% | −1−20.0% | Reduced |
| Hexagon Capital Partners LLC | 5 | $415 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $416 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 6 | $499 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10 | $831 | 0.00% | −19−65.5% | Reduced |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 17 | $1.00K | 0.00% | +17 | New |
| AdvisorNet Financial, Inc | 15 | $1.25K | 0.00% | −7−31.8% | Reduced |
| Toth Financial Advisory Corp | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 23 | $1.91K | 0.00% | −23−50.0% | Reduced |
| Carmel Capital Partners, LLC | 25 | $2.08K | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $2.49K | 0.00% | +30 | New |
| HighMark Wealth Management LLC | 35 | $2.61K | 0.00% | +35 | Added |
| Earnest Partners LLC | 33 | $2.74K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35 | $2.91K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 83 | $3.14K | 0.01% | +83 | New |
| Farmers & Merchants Investments Inc | 39 | $3.24K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48 | $3.46K | 0.00% | +37+336.4% | Added |
| Huntington National Bank | 43 | $3.57K | 0.00% | +43 | New |
| Harbour Investments, Inc. | 48 | $3.99K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 48 | $3.99K | 0.00% | +48 | New |
| Cary Street Partner Investment Advisory LLC | 49 | $4.07K | 0.00% | +49 | New |
| Ridgewood Investments LLC | 54 | $4.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $4.49K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 54 | $4.49K | 0.00% | +54 | New |
| Copeland Capital Management, LLC | 54 | $4.49K | 0.00% | +54 | New |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $5.15K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 66 | $5.48K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 69 | $5.73K | 0.00% | +69 | New |
| Bessemer Group Inc | 83 | $7.00K | 0.00% | +83 | New |
| Wolff Wiese Magana LLC | 85 | $7.06K | 0.01% | +85 | New |
| 7G Capital Management, LLC | 100 | $8.31K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 100 | $8.68K | 0.00% | +100 | New |
| Larson Financial Group LLC | 106 | $8.81K | 0.00% | +50+89.3% | Added |
| Parallel Advisors, LLC | 108 | $8.97K | 0.00% | −14−11.5% | Reduced |
| Oakworth Capital, Inc. | 113 | $9.39K | 0.00% | +113 | New |
| Park Place Capital Corp | 129 | $10.7K | 0.00% | −21−14.0% | Reduced |
| Leonteq Securities AG | 139 | $11.6K | 0.00% | +4+3.0% | Added |
| GoalVest Advisory LLC | 144 | $12.0K | 0.01% | +144 | New |
| Safeguard Financial, LLC | 152 | $12.0K | 0.01% | +152 | New |
| Proequities, Inc. | 149 | $12.4K | 0.00% | −270−64.4% | Reduced |
| Blume Capital Management, Inc. | 159 | $13.2K | 0.00% | +159 | New |
| Stonebridge Capital Advisors LLC | 173 | $14.4K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 197 | $16.0K | 0.00% | −12−5.7% | Reduced |
| Sittner & Nelson, LLC | 197 | $16.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $16.6K | 0.01% | +200 | New |
| Cubist Systematic Strategies, LLC | 201 | $16.7K | 0.00% | −200,220−99.9% | Reduced |
| Covestor Ltd | 209 | $17.0K | 0.01% | −2,056−90.8% | Reduced |
| Massmutual Trust Co FSB | 209 | $17.4K | 0.00% | −1−0.5% | Reduced |
| Cutler Group LP | 246 | $20.0K | 0.00% | +246 | New |
| Adirondack Trust Co | 250 | $21.8K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 265 | $22.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 272 | $22.6K | 0.00% | +31+12.9% | Added |
| Rosenberg Matthew Hamilton | 280 | $23.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 283 | $23.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 280 | $24.9K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 301 | $25.0K | 0.00% | −2,419−88.9% | Reduced |
| Banque Cantonale Vaudoise | 320 | $27.0K | 0.00% | −50−13.5% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 352 | $29.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 363 | $30.2K | 0.00% | −1,208−76.9% | Reduced |
| Venturi Wealth Management, LLC | 367 | $30.5K | 0.00% | +52+16.5% | Added |
| Pinnacle Financial Partners Inc | 370 | $30.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 372 | $30.9K | 0.00% | +37+11.0% | Added |
| Atlas Capital Advisors LLC | 379 | $31.5K | 0.00% | −111−22.7% | Reduced |
| Westpac Banking Corp | 380 | $31.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 426 | $35.4K | 0.00% | +333+358.1% | Added |
| Signaturefd, LLC | 515 | $42.8K | 0.00% | −187−26.6% | Reduced |
| FinTrust Capital Advisors, LLC | 600 | $43.4K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 528 | $43.9K | 0.00% | +12+2.3% | Added |
| Benjamin Edwards Inc | 546 | $45.0K | 0.01% | −333−37.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 573 | $47.6K | 0.00% | 00.0% | Unchanged |
| Natixis | 589 | $48.9K | 0.00% | −7,759−92.9% | Reduced |
| AM Squared Ltd | 600 | $49.8K | 0.06% | +600 | New |
| Steward Partners Investment Advisory, LLC | 602 | $50.0K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 694 | $57.7K | 0.02% | +2+0.3% | Added |
| Quent Capital, LLC | 720 | $59.8K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 720 | $59.8K | 0.00% | +44+6.5% | Added |
| Eagle Bay Advisors LLC | 838 | $69.6K | 0.04% | −167−16.6% | Reduced |
| Toronto Dominion Bank | 885 | $73.0K | 0.00% | +255+40.5% | Added |
| Bay Harbor Wealth Management, LLC | 887 | $73.7K | 0.03% | −68−7.1% | Reduced |
| CWM, LLC | 888 | $74.0K | 0.00% | +52+6.2% | Added |
| Penserra Capital Management LLC | 904 | $75.0K | 0.00% | +581+179.9% | Added |
| Ci Investments Inc. | 947 | $79.0K | 0.00% | +4+0.4% | Added |
| GHP Investment Advisors, Inc. | 887 | $81.3K | 0.00% | +887 | New |
| CVA Family Office, LLC | 989 | $82.2K | 0.02% | +84+9.3% | Added |
| Kistler-Tiffany Companies, LLC | 1,000 | $83.1K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,018 | $84.6K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,096 | $91.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 1,282 | $106.5K | 0.00% | +1,084+547.5% | Added |