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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 1,350 | $112.1K | 0.06% | +441+48.5% | Added |
| Macquarie Group Ltd | 1,350 | $112.1K | 0.00% | 00.0% | Unchanged |
| Ossiam | 1,661 | $138.0K | 0.00% | +664+66.6% | Added |
| Quadrant Capital Group LLC | 1,725 | $143.3K | 0.01% | +109+6.7% | Added |
| USA Financial Portformulas Corp | 2,184 | $181.4K | 0.28% | −586−21.2% | Reduced |
| Bartlett & Co. LLC | 2,360 | $196.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $196.0K | 0.00% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,500 | $207.7K | 0.11% | +2,500 | New |
| Crewe Advisors LLC | 2,548 | $211.7K | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 2,579 | $214.2K | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 2,586 | $214.8K | 0.07% | +2,586 | New |
| Aureus Asset Management, LLC | 2,600 | $216.0K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,646 | $220.0K | 0.00% | −191−6.7% | Reduced |
| Capital Asset Advisory Services LLC | 2,611 | $221.0K | 0.02% | −344−11.6% | Reduced |
| Wallace Advisory Group, LLC | 2,716 | $224.2K | 0.17% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 2,750 | $228.4K | 0.00% | +200+7.8% | Added |
| Thrive Wealth Management, LLC | 2,791 | $231.8K | 0.06% | +39+1.4% | Added |
| Leeward Financial Partners, LLC | 2,834 | $235.4K | 0.14% | +2,834 | New |
| Central Trust Co | 2,880 | $239.2K | 0.01% | +860+42.6% | Added |
| CIBC Asset Management Inc | 2,905 | $241.3K | 0.00% | 00.0% | Unchanged |
| Navellier & Associates Inc | 2,917 | $242.3K | 0.05% | +2,917 | New |
| Verition Fund Management LLC | 2,989 | $248.3K | 0.00% | −4,856−61.9% | Reduced |
| Davenport & Co LLC | 2,995 | $248.8K | 0.00% | +571+23.6% | Added |
| Revisor Wealth Management LLC | 3,019 | $250.8K | 0.23% | −35−1.1% | Reduced |
| Synergy Financial Group, LTD | 3,126 | $259.7K | 0.35% | −42−1.3% | Reduced |
| Profund Advisors LLC | 3,174 | $263.7K | 0.01% | −429−11.9% | Reduced |
| Kestra Advisory Services, LLC | 3,247 | $269.7K | 0.00% | −244−7.0% | Reduced |
| Veritable, L.P. | 3,294 | $273.6K | 0.00% | −348−9.6% | Reduced |
| Pathstone Family Office, LLC | 3,296 | $273.8K | 0.00% | +3,296 | New |
| GWM Advisors LLC | 3,297 | $273.9K | 0.00% | +3,297 | New |
| Winton Group Ltd | 3,304 | $274.5K | 0.02% | −40,303−92.4% | Reduced |
| Caxton Associates LP | 3,325 | $276.2K | 0.04% | +3,325 | New |
| Edgestream Partners, L.P. | 3,353 | $278.5K | 0.03% | −2,526−43.0% | Reduced |
| AQR Capital Management LLC | 3,366 | $279.6K | 0.00% | −126−3.6% | Reduced |
| Hyperion Capital Advisors LP | 3,413 | $283.5K | 0.15% | +3,413 | New |
| Loomis Sayles & Co L P | 3,465 | $288.0K | 0.00% | +3,336+2,586.0% | Added |
| Oppenheimer & Co Inc | 3,467 | $288.0K | 0.01% | −1,026−22.8% | Reduced |
| Wealth Alliance | 3,546 | $294.6K | 0.04% | +543+18.1% | Added |
| GTS Securities LLC | 3,661 | $304.1K | 0.01% | +3,661 | New |
| Advisory Services Network, LLC | 3,678 | $305.5K | 0.01% | −657−15.2% | Reduced |
| Inspire Advisors, LLC | 3,732 | $310.0K | 0.06% | +408+12.3% | Added |
| Studio Investment Management LLC | 3,761 | $312.4K | 0.09% | +271+7.8% | Added |
| Advisor Partners II, LLC | 3,769 | $313.1K | 0.01% | +227+6.4% | Added |
| Axxcess Wealth Management, LLC | 3,779 | $313.9K | 0.02% | −176−4.5% | Reduced |
| Alps Advisors Inc | 3,955 | $328.5K | 0.00% | +25+0.6% | Added |
| Scotia Capital Inc. | 4,035 | $335.2K | 0.00% | +4,035 | New |
| Jackson Creek Investment Advisors LLC | 4,044 | $336.0K | 0.13% | −101−2.4% | Reduced |
| Landscape Capital Management, L.L.C. | 4,067 | $337.8K | 0.04% | +4,067 | New |
| Campbell & CO Investment Adviser LLC | 4,169 | $346.3K | 0.06% | +4,169 | New |
| EverSource Wealth Advisors, LLC | 4,301 | $357.3K | 0.04% | −55−1.3% | Reduced |
| Richard W. Paul & Associates, LLC | 4,324 | $359.2K | 0.16% | −41−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,337 | $360.0K | 0.05% | +4,337 | New |
| Captrust Financial Advisors | 4,462 | $370.7K | 0.00% | −71−1.6% | Reduced |
| Hillsdale Investment Management Inc. | 4,530 | $376.3K | 0.03% | −600−11.7% | Reduced |
| Brown Advisory Inc | 4,766 | $395.9K | 0.00% | −754−13.7% | Reduced |
| Mariner, LLC | 4,990 | $414.5K | 0.00% | −234−4.5% | Reduced |
| National Asset Management, Inc. | 5,081 | $422.1K | 0.01% | +498+10.9% | Added |
| MBM Wealth Consultants, LLC | 4,991 | $424.9K | 0.18% | +1,086+27.8% | Added |
| Acadian Asset Management LLC | 5,206 | $432.0K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 5,264 | $437.3K | 0.06% | −33−0.6% | Reduced |
| Shelton Capital Management | 5,272 | $437.9K | 0.02% | −167−3.1% | Reduced |
| Utah Retirement Systems | 5,400 | $448.6K | 0.01% | +400+8.0% | Added |
| Eqis Capital Management, Inc. | 5,495 | $456.5K | 0.05% | +5,495 | New |
| Integrated Advisors Network LLC | 5,536 | $459.9K | 0.03% | −8,774−61.3% | Reduced |
| Alliance Wealth Advisors, LLC | 5,635 | $468.1K | 0.17% | −22−0.4% | Reduced |
| Gsa Capital Partners LLP | 5,649 | $469.0K | 0.05% | +5,649 | New |
| SG Americas Securities, LLC | 5,799 | $482.0K | 0.00% | −7,145−55.2% | Reduced |
| Cetera Advisor Networks LLC | 5,836 | $484.8K | 0.00% | +761+15.0% | Added |
| DekaBank Deutsche Girozentrale | 6,043 | $493.0K | 0.00% | +593+10.9% | Added |
| ProShare Advisors LLC | 6,017 | $499.8K | 0.00% | −103−1.7% | Reduced |
| Arkadios Wealth Advisors | 6,025 | $500.5K | 0.06% | −174−2.8% | Reduced |
| Hyman Charles D | 6,100 | $507.0K | 0.03% | −1,058−14.8% | Reduced |
| Commonwealth Equity Services, LLC | 6,248 | $519.0K | 0.00% | +1,933+44.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 6,461 | $536.7K | 0.32% | +205+3.3% | Added |
| MML Investors Services, LLC | 6,543 | $544.0K | 0.00% | −6,196−48.6% | Reduced |
| Mystic Asset Management, Inc. | 6,750 | $560.7K | 0.30% | −400−5.6% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,785 | $563.6K | 0.13% | +234+3.6% | Added |
| DFPG Investments, LLC | 7,016 | $575.1K | 0.05% | −334−4.5% | Reduced |
| Precision Wealth Strategies, LLC | 6,943 | $576.8K | 0.94% | −192−2.7% | Reduced |
| Illinois Municipal Retirement Fund | 7,278 | $605.0K | 0.01% | +7,278 | New |
| HighTower Advisors, LLC | 7,705 | $638.0K | 0.00% | +3,420+79.8% | Added |
| Maryland State Retirement & Pension System | 7,886 | $655.1K | 0.01% | +740+10.4% | Added |
| Crossmark Global Holdings, Inc. | 8,078 | $703.0K | 0.02% | −344−4.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,497 | $706.0K | 0.04% | +2,282+36.7% | Added |
| Ibex Investors LLC | 8,500 | $706.1K | 0.91% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 8,734 | $725.6K | 0.10% | +550+6.7% | Added |
| LVW Advisors, LLC | 8,842 | $734.5K | 0.15% | −107−1.2% | Reduced |
| First Capital Advisors Group, LLC. | 9,014 | $748.8K | 0.39% | −101−1.1% | Reduced |
| Strategic Investment Advisors | 9,158 | $760.8K | 0.11% | −305−3.2% | Reduced |
| Securian Asset Management, Inc | 9,175 | $762.2K | 0.02% | −216−2.3% | Reduced |
| Aspire Private Capital, LLC | 9,226 | $766.4K | 0.24% | +337+3.8% | Added |
| Creative Planning | 9,279 | $770.8K | 0.00% | +2,797+43.2% | Added |
| Virtus ETF Advisers LLC | 9,448 | $784.8K | 0.47% | −1,647−14.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 9,453 | $785.3K | 0.08% | −627−6.2% | Reduced |
| TriaGen Wealth Management LLC | 9,467 | $786.4K | 0.36% | +5,925+167.3% | Added |
| Formidable Asset Management, LLC | 9,483 | $788.0K | 0.17% | +9,483 | New |
| Engineers Gate Manager LP | 9,558 | $794.0K | 0.03% | −11,103−53.7% | Reduced |
| The PNC Financial Services Group, Inc. | 9,679 | $804.1K | 0.00% | −278−2.8% | Reduced |
| Wealthfront Advisers LLC | 9,738 | $808.9K | 0.00% | +5,479+128.6% | Added |
| Lynwood Capital Management Inc. | 10,000 | $830.7K | 1.05% | +10,000 | New |