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 |
|---|---|---|---|---|---|
| Portside Wealth Group, LLC | 10,348 | $859.6K | 0.16% | +10,348 | New |
| Nisa Investment Advisors, LLC | 10,657 | $885.3K | 0.01% | −22,535−67.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $894.0K | 0.00% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 11,256 | $935.0K | 0.05% | −4,698−29.4% | Reduced |
| Citadel Advisors LLC | 11,330 | $941.2K | 0.00% | −463,261−97.6% | Reduced |
| Wealthsource Partners, LLC | 11,425 | $949.1K | 0.06% | +268+2.4% | Added |
| Toroso Investments, LLC | 11,569 | $961.0K | 0.03% | +8,483+274.9% | Added |
| Independent Solutions Wealth Management, LLC | 12,181 | $1.01M | 0.27% | +1,270+11.6% | Added |
| JustInvest LLC | 12,279 | $1.02M | 0.03% | −57−0.5% | Reduced |
| Xponance, Inc. | 12,429 | $1.03M | 0.01% | −843−6.4% | Reduced |
| Advisor OS, LLC | 12,750 | $1.06M | 0.17% | +772+6.4% | Added |
| State of Alaska, Department of Revenue | 12,766 | $1.06M | 0.01% | −1,410−9.9% | Reduced |
| Palouse Capital Management, Inc. | 12,772 | $1.06M | 0.74% | −850−6.2% | Reduced |
| Vestcor Inc | 13,317 | $1.11M | 0.04% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 13,599 | $1.13M | 0.01% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 14,020 | $1.16M | 0.01% | −68,441−83.0% | Reduced |
| Exchange Traded Concepts, LLC | 14,091 | $1.17M | 0.03% | +5,237+59.1% | Added |
| Voya Investment Management LLC | 14,196 | $1.18M | 0.00% | +915+6.9% | Added |
| Credit Agricole S A | 14,516 | $1.21M | 0.04% | −5,955−29.1% | Reduced |
| Tower Research Capital LLC (TRC) | 14,607 | $1.21M | 0.04% | +9,609+192.3% | Added |
| Pin Oak Investment Advisors Inc | 14,790 | $1.23M | 1.36% | −1,375−8.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,413 | $1.28M | 0.01% | +1,512+10.9% | Added |
| Citigroup Inc | 16,042 | $1.33M | 0.00% | +5,071+46.2% | Added |
| National Bank of Canada | 16,119 | $1.35M | 0.00% | +333+2.1% | Added |
| Cumberland Partners Ltd | 16,500 | $1.37M | 0.13% | +500+3.1% | Added |
| CenterBook Partners LP | 16,522 | $1.37M | 0.17% | +2,107+14.6% | Added |
| Natixis Advisors, L.P. | 16,895 | $1.40M | 0.00% | +57+0.3% | Added |
| Wolverine Trading, LLC | 17,229 | $1.43M | 0.02% | +17,229 | New |
| Uncommon Cents Investing LLC | 17,325 | $1.44M | 0.51% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,435 | $1.45M | 0.01% | +2,322+15.4% | Added |
| Assenagon Asset Management S.A. | 18,041 | $1.50M | 0.01% | −601,840−97.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 18,174 | $1.51M | 0.01% | +1,694+10.3% | Added |
| Insight Wealth Strategies, LLC | 18,186 | $1.51M | 0.29% | +17+0.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 18,218 | $1.51M | 0.03% | −220,380−92.4% | Reduced |
| Seven Eight Capital, LP | 18,784 | $1.56M | 0.26% | +18,784 | New |
| Martingale Asset Management L P | 19,763 | $1.64M | 0.03% | −5,745−22.5% | Reduced |
| Two Sigma Investments, LP | 19,800 | $1.64M | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 20,228 | $1.68M | 0.46% | +1,387+7.4% | Added |
| Resources Investment Advisors, LLC. | 20,265 | $1.68M | 0.04% | +1,395+7.4% | Added |
| ING Groep NV | 20,500 | $1.70M | 0.01% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 21,060 | $1.75M | 0.08% | +2,400+12.9% | Added |
| Credential Qtrade Securities Inc. | 21,264 | $1.77M | 0.11% | −335−1.6% | Reduced |
| Millennium Management LLC | 21,609 | $1.80M | 0.00% | −56,908−72.5% | Reduced |
| Walleye Capital LLC | 21,988 | $1.83M | 0.03% | +21,988 | New |
| Wellington Management Group LLP | 22,004 | $1.83M | 0.00% | +13,063+146.1% | Added |
| Virginia Retirement Systems Et Al | 22,100 | $1.84M | 0.02% | +7,500+51.4% | Added |
| USS Investment Management Ltd | 22,601 | $1.88M | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 22,889 | $1.90M | 0.05% | +67+0.3% | Added |
| Pacer Advisors, Inc. | 22,901 | $1.90M | 0.01% | +16,781+274.2% | Added |
| Hosking Partners LLP | 23,554 | $1.96M | 0.08% | +23,554 | New |
| Quantbot Technologies LP | 23,891 | $1.98M | 0.13% | +9,833+69.9% | Added |
| AE Wealth Management LLC | 24,194 | $2.01M | 0.01% | −6,215−20.4% | Reduced |
| State of Michigan Retirement System | 25,379 | $2.11M | 0.01% | −600−2.3% | Reduced |
| Ameritas Investment Partners, Inc. | 25,720 | $2.14M | 0.08% | −470−1.8% | Reduced |
| Epacria Capital Partners, LLC | 26,019 | $2.16M | 1.77% | −5,343−17.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 26,506 | $2.20M | 1.21% | +26,506 | New |
| Thrivent Financial for Lutherans | 26,584 | $2.21M | 0.01% | −40,168−60.2% | Reduced |
| Prudential Financial Inc | 26,913 | $2.24M | 0.00% | −56,590−67.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 27,200 | $2.26M | 0.02% | 00.0% | Unchanged |
| US Bancorp | 28,262 | $2.35M | 0.00% | −1,257−4.3% | Reduced |
| M&T Bank Corp | 28,564 | $2.37M | 0.01% | −3,269−10.3% | Reduced |
| Arizona State Retirement System | 28,930 | $2.40M | 0.02% | +613+2.2% | Added |
| TD Private Client Wealth LLC | 29,531 | $2.45M | 0.11% | −830−2.7% | Reduced |
| Oregon Public Employees Retirement Fund | 29,709 | $2.47M | 0.03% | −400−1.3% | Reduced |
| Louisiana State Employees Retirement System | 30,100 | $2.50M | 0.06% | +2,800+10.3% | Added |
| Algert Global LLC | 30,128 | $2.50M | 0.11% | −38,710−56.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 30,525 | $2.54M | 0.75% | −69,406−69.5% | Reduced |
| Nordea Investment Management AB | 30,395 | $2.55M | 0.00% | +6,432+26.8% | Added |
| Cozad Asset Management Inc | 32,455 | $2.70M | 0.34% | +32,455 | New |
| EULAV Asset Management | 33,000 | $2.74M | 0.10% | −3,000−8.3% | Reduced |
| Gotham Asset Management, LLC | 36,268 | $3.01M | 0.07% | −4,411−10.8% | Reduced |
| Redwood Investments, LLC | 37,119 | $3.08M | 0.38% | +10,679+40.4% | Added |
| Jump Financial, LLC | 37,856 | $3.14M | 0.12% | −33,600−47.0% | Reduced |
| Teacher Retirement System of Texas | 38,477 | $3.20M | 0.02% | +2,260+6.2% | Added |
| Federation des caisses Desjardins du Quebec | 38,784 | $3.22M | 0.03% | +2,691+7.5% | Added |
| NewEdge Wealth, LLC | 39,231 | $3.26M | 0.11% | +1,553+4.1% | Added |
| SkyView Investment Advisors, LLC | 39,457 | $3.32M | 0.83% | +1,421+3.7% | Added |
| Atria Investments LLC | 40,221 | $3.34M | 0.06% | −947−2.3% | Reduced |
| Ergoteles LLC | 41,554 | $3.45M | 0.17% | +9,722+30.5% | Added |
| Price T Rowe Associates Inc | 42,526 | $3.53M | 0.00% | +808+1.9% | Added |
| Advisor Group Holdings, Inc. | 44,056 | $3.66M | 0.01% | −20,874−32.1% | Reduced |
| Treasurer of the State of North Carolina | 44,904 | $3.73M | 0.02% | −4,242−8.6% | Reduced |
| Public Employees Retirement System of Ohio | 45,427 | $3.77M | 0.02% | −2,615−5.4% | Reduced |
| Prelude Capital Management, LLC | 46,073 | $3.83M | 0.32% | +9,689+26.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 46,435 | $3.86M | 0.02% | −32,310−41.0% | Reduced |
| Artisan Partners Limited Partnership | 47,319 | $3.93M | 0.01% | +47,319 | New |
| Chase Investment Counsel Corp | 48,451 | $4.02M | 2.03% | −513−1.0% | Reduced |
| Harbor Advisors LLC | 49,558 | $4.12M | 0.87% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,786 | $4.14M | 0.03% | +3,452+7.5% | Added |
| Pinebridge Investments, L.P. | 50,177 | $4.17M | 0.04% | +6,797+15.7% | Added |
| Yousif Capital Management, LLC | 50,448 | $4.19M | 0.05% | −1,877−3.6% | Reduced |
| Bank of Montreal | 50,183 | $4.20M | 0.00% | −13,982−21.8% | Reduced |
| LPL Financial LLC | 52,510 | $4.36M | 0.00% | +6,406+13.9% | Added |
| Deutsche Bank AG | 53,595 | $4.45M | 0.00% | −147,499−73.3% | Reduced |
| Bank of Nova Scotia | 55,652 | $4.62M | 0.01% | −1,853−3.2% | Reduced |
| State of New Jersey Common Pension Fund D | 56,399 | $4.69M | 0.02% | 00.0% | Unchanged |
| PenderFund Capital Management Ltd. | 42,718 | $4.70M | 1.46% | −6,460−13.1% | Reduced |
| Canada Pension Plan Investment Board | 57,620 | $4.79M | 0.01% | −77,300−57.3% | Reduced |
| CWM Advisors, LLC | 57,629 | $4.79M | 0.58% | +1,408+2.5% | Added |
| Fifth Third Bancorp | 58,326 | $4.85M | 0.02% | −7,315−11.1% | Reduced |