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 |
|---|---|---|---|---|---|
| Great West Life Assurance Co | 58,383 | $4.85M | 0.01% | −28,345−32.7% | Reduced |
| Handelsbanken Fonder AB | 59,441 | $4.94M | 0.03% | +12,371+26.3% | Added |
| New York State Teachers Retirement System | 60,803 | $5.05M | 0.01% | +574+1.0% | Added |
| Amalgamated Bank | 60,833 | $5.05M | 0.04% | −2,747−4.3% | Reduced |
| MetLife Investment Management | 61,659 | $5.12M | 0.04% | −1,216−1.9% | Reduced |
| State of Tennessee, Treasury Department | 62,308 | $5.18M | 0.02% | 00.0% | Unchanged |
| KBC Group NV | 63,290 | $5.26M | 0.02% | −3,583−5.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 64,904 | $5.39M | 0.20% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 66,472 | $5.52M | 0.01% | +347+0.5% | Added |
| UBS Group AG | 66,552 | $5.53M | 0.00% | +23,648+55.1% | Added |
| First Trust Advisors LP | 66,726 | $5.54M | 0.01% | +31,171+87.7% | Added |
| Daiwa Securities Group Inc. | 67,244 | $5.59M | 0.04% | −7,000−9.4% | Reduced |
| Janus Henderson Group PLC | 67,979 | $5.65M | 0.00% | +9,977+17.2% | Added |
| Los Angeles Capital Management LLC | 70,438 | $5.85M | 0.02% | −79,202−52.9% | Reduced |
| Mutual of America Capital Management LLC | 74,828 | $6.22M | 0.07% | −7,742−9.4% | Reduced |
| Hudson Bay Capital Management LP | 75,000 | $6.23M | 0.06% | −25,000−25.0% | Reduced |
| Manufacturers Life Insurance Company, The | 76,968 | $6.39M | 0.00% | −2,823−3.5% | Reduced |
| D. E. Shaw & Co., Inc. | 78,019 | $6.48M | 0.01% | −291,398−78.9% | Reduced |
| TownSquare Capital, LLC | 79,382 | $6.59M | 0.12% | +9,162+13.0% | Added |
| AWH Capital, L.P. | 79,500 | $6.60M | 5.81% | 00.0% | Unchanged |
| Jane Street Group, LLC | 79,639 | $6.62M | 0.01% | +57,462+259.1% | Added |
| Point72 Europe (London) LLP | 82,300 | $6.84M | 1.00% | +1,200+1.5% | Added |
| O'Brien Greene & Co. Inc | 84,168 | $6.99M | 2.43% | +27,056+47.4% | Added |
| Vestmark Advisory Solutions, Inc. | 88,543 | $7.36M | 0.28% | +2,393+2.8% | Added |
| Texas Permanent School Fund | 90,684 | $7.53M | 0.07% | −1,572−1.7% | Reduced |
| Gillson Capital LP | 92,952 | $7.72M | 0.68% | −73,985−44.3% | Reduced |
| State Board of Administration of Florida Retirement System | 94,437 | $7.84M | 0.02% | −1,958−2.0% | Reduced |
| Victory Capital Management Inc | 99,464 | $8.26M | 0.01% | −607,458−85.9% | Reduced |
| New York State Common Retirement Fund | 99,737 | $8.29M | 0.01% | +2,004+2.1% | Added |
| Amundi | 99,865 | $8.36M | 0.00% | +226+0.2% | Added |
| Taika Capital, LP | 101,530 | $8.43M | 4.62% | +32,200+46.4% | Added |
| BNP Paribas Arbitrage, SA | 101,689 | $8.45M | 0.02% | −30,883−23.3% | Reduced |
| Truist Financial Corp | 104,742 | $8.70M | 0.01% | −21,400−17.0% | Reduced |
| Rockefeller Capital Management L.P. | 112,751 | $9.37M | 0.04% | +112,751 | New |
| Cinctive Capital Management LP | 118,851 | $9.87M | 0.39% | +118,851 | New |
| STRS Ohio | 119,135 | $9.90M | 0.04% | +99,675+512.2% | Added |
| California State Teachers Retirement System | 124,124 | $10.3M | 0.01% | −21,597−14.8% | Reduced |
| UBS Asset Management Americas Inc | 126,735 | $10.5M | 0.01% | 00.0% | Unchanged |
| Retirement Systems of Alabama | 132,726 | $11.0M | 0.05% | −1,688−1.3% | Reduced |
| SEI Investments Co | 132,851 | $11.0M | 0.02% | +3,336+2.6% | Added |
| Ameriprise Financial Inc | 143,155 | $11.9M | 0.00% | +12,868+9.9% | Added |
| Gabelli Funds LLC | 147,570 | $12.3M | 0.09% | −3,479−2.3% | Reduced |
| Credit Suisse AG | 150,427 | $12.5M | 0.01% | +24,298+19.3% | Added |
| Russell Investments Group, Ltd. | 152,828 | $12.7M | 0.02% | −5,974−3.8% | Reduced |
| American International Group, Inc. | 155,317 | $12.9M | 0.08% | −3,313−2.1% | Reduced |
| Barclays PLC | 155,948 | $13.0M | 0.01% | −27,322−14.9% | Reduced |
| American Century Companies Inc | 160,904 | $13.4M | 0.01% | −99,165−38.1% | Reduced |
| Dana Investment Advisors, Inc. | 161,818 | $13.4M | 0.66% | −7,063−4.2% | Reduced |
| Hudson Way Capital Management LLC | 165,651 | $13.8M | 2.58% | +165,651 | New |
| State of Wisconsin Investment Board | 165,759 | $13.8M | 0.04% | +11,435+7.4% | Added |
| Invesco Ltd. | 169,554 | $14.1M | 0.00% | +1,888+1.1% | Added |
| Brooktree Capital Management | 171,663 | $14.3M | 10.84% | −6,308−3.5% | Reduced |
| Heartland Advisors Inc | 174,226 | $14.5M | 0.83% | −14,334−7.6% | Reduced |
| Park West Asset Management LLC | 175,000 | $14.5M | 1.27% | −286,581−62.1% | Reduced |
| Janney Montgomery Scott LLC | 181,111 | $15.0M | 0.05% | +16,370+9.9% | Added |
| Stony Point Capital LLC | 182,193 | $15.1M | 4.91% | +7,048+4.0% | Added |
| Susquehanna International Group, LLP | 184,162 | $15.3M | 0.02% | −41,665−18.4% | Reduced |
| California Public Employees Retirement System | 190,430 | $15.8M | 0.01% | −2,075−1.1% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 200,000 | $16.6M | 1.39% | +37,926+23.4% | Added |
| HSBC Holdings PLC | 200,000 | $16.6M | 0.02% | +37,040+22.7% | Added |
| Allianz Asset Management GmbH | 213,633 | $17.7M | 0.04% | +157,621+281.4% | Added |
| Swiss National Bank | 224,300 | $18.6M | 0.01% | +13,300+6.3% | Added |
| Schonfeld Strategic Advisors LLC | 227,600 | $18.9M | 0.16% | +69,900+44.3% | Added |
| Cantor Fitzgerald, L. P. | 230,708 | $19.2M | 0.44% | 00.0% | Unchanged |
| Stifel Financial Corp | 239,417 | $19.9M | 0.03% | −588−0.2% | Reduced |
| Alliancebernstein L.P. | 243,790 | $20.3M | 0.01% | +6,326+2.7% | Added |
| Renaissance Technologies LLC | 248,700 | $20.7M | 0.03% | +36,300+17.1% | Added |
| Man Group plc | 248,846 | $20.7M | 0.06% | – | – |
| Goldman Sachs Group Inc | 250,611 | $20.8M | 0.01% | −70,817−22.0% | Reduced |
| Owls Nest Partners IA, LLC | 251,747 | $20.9M | 6.41% | −87,031−25.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 253,131 | $21.0M | 0.46% | +12,731+5.3% | Added |
| Nuveen Asset Management, LLC | 253,287 | $21.0M | 0.01% | +15,654+6.6% | Added |
| Legal & General Group Plc | 259,826 | $21.6M | 0.01% | +23,502+9.9% | Added |
| Neuberger Berman Group LLC | 261,481 | $21.7M | 0.02% | −1,352−0.5% | Reduced |
| Envestnet Asset Management Inc | 262,839 | $21.8M | 0.01% | −68,796−20.7% | Reduced |
| Federated Hermes, Inc. | 266,397 | $22.1M | 0.05% | +36,074+15.7% | Added |
| Dimensional Fund Advisors LP | 270,764 | $22.5M | 0.01% | −12,783−4.5% | Reduced |
| RV Capital GmbH | 288,747 | $24.0M | 7.82% | +85,000+41.7% | Added |
| Rhumbline Advisers | 302,536 | $25.1M | 0.03% | +12,484+4.3% | Added |
| Oakcliff Capital Partners, LP | 339,647 | $28.2M | 18.79% | 00.0% | Unchanged |
| Cercano Management LLC | 351,758 | $29.2M | 1.01% | +351,758 | New |
| Pictet Asset Management SA | 353,473 | $29.4M | 0.03% | +341,632+2,885.2% | Added |
| JPMorgan Chase & Co | 369,583 | $30.7M | 0.00% | +103,073+38.7% | Added |
| Prana Capital Management, LP | 388,351 | $32.3M | 2.15% | +166,049+74.7% | Added |
| Royal Bank of Canada | 389,588 | $32.4M | 0.01% | +90,375+30.2% | Added |
| Ensign Peak Advisors, Inc | 394,586 | $32.8M | 0.07% | +18,002+4.8% | Added |
| Bamco Inc | 416,717 | $34.6M | 0.10% | +209,717+101.3% | Added |
| Balyasny Asset Management LLC | 444,087 | $36.9M | 0.10% | −163,503−26.9% | Reduced |
| Bridgewater Associates, LP | 472,810 | $39.3M | 0.24% | −271,612−36.5% | Reduced |
| Raymond James & Associates | 483,394 | $40.2M | 0.03% | +5,265+1.1% | Added |
| Empower Advisory Group, LLC | 512,275 | $42.6M | 0.18% | +8,774+1.7% | Added |
| Junto Capital Management LP | 515,667 | $42.8M | 1.09% | +79,386+18.2% | Added |
| Samlyn Capital, LLC | 528,930 | $43.9M | 0.76% | −329,929−38.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 534,740 | $44.4M | 0.07% | +31,862+6.3% | Added |
| Principal Financial Group Inc | 554,028 | $46.0M | 0.03% | −23,239−4.0% | Reduced |
| FMR LLC | 568,960 | $47.3M | 0.00% | +142,875+33.5% | Added |
| Ancient Art, L.P. | 578,378 | $48.0M | 10.18% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 627,744 | $52.1M | 1.80% | −35,981−5.4% | Reduced |
| 1832 Asset Management L.P. | 707,005 | $58.7M | 0.11% | −137,832−16.3% | Reduced |
| Northern Trust Corp | 728,532 | $60.5M | 0.01% | −5,141−0.7% | Reduced |