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 |
|---|---|---|---|---|---|
| Morgan Stanley | 746,476 | $62.0M | 0.01% | +283,822+61.3% | Added |
| Jacobs Levy Equity Management, Inc | 751,213 | $62.4M | 0.36% | +13,576+1.8% | Added |
| TimesSquare Capital Management, LLC | 801,895 | $66.6M | 0.95% | −8,145−1.0% | Reduced |
| Bronte Capital Management Pty Ltd. | 836,451 | $69.5M | 6.70% | +11,779+1.4% | Added |
| Abrams Bison Investments, LLC | 929,600 | $77.2M | 7.74% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 931,020 | $77.3M | 2.08% | +674,551+263.0% | Added |
| Charles Schwab Investment Management Inc | 947,547 | $78.7M | 0.02% | +20,095+2.2% | Added |
| Bank of New York Mellon Corp | 974,252 | $80.9M | 0.02% | −5,421−0.6% | Reduced |
| Wells Fargo & Company | 1,050,061 | $87.2M | 0.03% | +19,409+1.9% | Added |
| FIL Ltd | 1,053,401 | $87.5M | 0.10% | −31,845−2.9% | Reduced |
| Norges Bank | 1,155,293 | $96.0M | 0.02% | +85,926+8.0% | Added |
| Geode Capital Management, LLC | 1,534,244 | $127.4M | 0.01% | +96,573+6.7% | Added |
| Bank of America Corp | 2,000,288 | $166.2M | 0.02% | +142,325+7.7% | Added |
| Jarislowsky, Fraser Ltd | 2,143,405 | $178.1M | 1.06% | +10,486+0.5% | Added |
| Select Equity Group, L.P. | 2,237,176 | $185.8M | 0.70% | +106,002+5.0% | Added |
| Marshall Wace, LLP | 2,447,539 | $203.3M | 0.44% | +620,796+34.0% | Added |
| Bares Capital Management, Inc. | 2,571,299 | $213.6M | 7.39% | −25,372−1.0% | Reduced |
| State Street Corp | 2,818,815 | $234.2M | 0.01% | +76,695+2.8% | Added |
| Greenwich Wealth Management LLC | 2,928,304 | $243.3M | 25.56% | +2,143+0.1% | Added |
| Cantillon Capital Management LLC | 3,834,468 | $318.5M | 2.23% | +230,068+6.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 7,569,260 | $628.8M | 1.77% | +68,013+0.9% | Added |
| Orbis Allan Gray Ltd | 8,147,790 | $676.8M | 4.84% | +983,551+13.7% | Added |
| BlackRock Inc. | 8,757,929 | $727.5M | 0.02% | −214,380−2.4% | Reduced |
| Vanguard Group Inc | 9,258,594 | $769.1M | 0.02% | −35,358−0.4% | Reduced |
| Sparta 24 Ltd. | 0 | $0 | 0.00% | −171,554−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −149,504−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −88,559−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −41,736−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −40,874−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −37,158−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −30,916−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,437−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −23,656−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −23,094−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −22,081−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −20,457−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −18,335−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −17,826−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −19,200−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,862−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −12,979−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −11,880−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −10,879−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −36,030−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −9,308−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,227−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −9,089−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,480−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,121−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −7,212−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −6,581−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,054−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,093−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −3,668−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −3,472−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −3,251−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −3,061−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −2,919−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| Johnson Midwest Financial, LLC | 0 | $0 | 0.00% | −1,223−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −890−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −595−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −579−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Cooper Investors Pty Ltd | – | – | – | – | Not filed |
| ETF Managers Group, LLC | – | – | – | – | Not filed |