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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 88,543 | $7.36M | 0.28% | +2,393+2.8% | Added |
| O'Brien Greene & Co. Inc | 84,168 | $6.99M | 2.43% | +27,056+47.4% | Added |
| Point72 Europe (London) LLP | 82,300 | $6.84M | 1.00% | +1,200+1.5% | Added |
| Jane Street Group, LLC | 79,639 | $6.62M | 0.01% | +57,462+259.1% | Added |
| AWH Capital, L.P. | 79,500 | $6.60M | 5.81% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 79,382 | $6.59M | 0.12% | +9,162+13.0% | Added |
| D. E. Shaw & Co., Inc. | 78,019 | $6.48M | 0.01% | −291,398−78.9% | Reduced |
| Manufacturers Life Insurance Company, The | 76,968 | $6.39M | 0.00% | −2,823−3.5% | Reduced |
| Hudson Bay Capital Management LP | 75,000 | $6.23M | 0.06% | −25,000−25.0% | Reduced |
| Mutual of America Capital Management LLC | 74,828 | $6.22M | 0.07% | −7,742−9.4% | Reduced |
| Los Angeles Capital Management LLC | 70,438 | $5.85M | 0.02% | −79,202−52.9% | Reduced |
| Janus Henderson Group PLC | 67,979 | $5.65M | 0.00% | +9,977+17.2% | Added |
| Daiwa Securities Group Inc. | 67,244 | $5.59M | 0.04% | −7,000−9.4% | Reduced |
| First Trust Advisors LP | 66,726 | $5.54M | 0.01% | +31,171+87.7% | Added |
| UBS Group AG | 66,552 | $5.53M | 0.00% | +23,648+55.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 66,472 | $5.52M | 0.01% | +347+0.5% | Added |
| Susquehanna Fundamental Investments, LLC | 64,904 | $5.39M | 0.20% | 00.0% | Unchanged |
| KBC Group NV | 63,290 | $5.26M | 0.02% | −3,583−5.4% | Reduced |
| State of Tennessee, Treasury Department | 62,308 | $5.18M | 0.02% | 00.0% | Unchanged |
| MetLife Investment Management | 61,659 | $5.12M | 0.04% | −1,216−1.9% | Reduced |
| Amalgamated Bank | 60,833 | $5.05M | 0.04% | −2,747−4.3% | Reduced |
| New York State Teachers Retirement System | 60,803 | $5.05M | 0.01% | +574+1.0% | Added |
| Handelsbanken Fonder AB | 59,441 | $4.94M | 0.03% | +12,371+26.3% | Added |
| Great West Life Assurance Co | 58,383 | $4.85M | 0.01% | −28,345−32.7% | Reduced |
| Fifth Third Bancorp | 58,326 | $4.85M | 0.02% | −7,315−11.1% | Reduced |
| CWM Advisors, LLC | 57,629 | $4.79M | 0.58% | +1,408+2.5% | Added |
| Canada Pension Plan Investment Board | 57,620 | $4.79M | 0.01% | −77,300−57.3% | Reduced |
| PenderFund Capital Management Ltd. | 42,718 | $4.70M | 1.46% | −6,460−13.1% | Reduced |
| State of New Jersey Common Pension Fund D | 56,399 | $4.69M | 0.02% | 00.0% | Unchanged |
| Bank of Nova Scotia | 55,652 | $4.62M | 0.01% | −1,853−3.2% | Reduced |
| Deutsche Bank AG | 53,595 | $4.45M | 0.00% | −147,499−73.3% | Reduced |
| LPL Financial LLC | 52,510 | $4.36M | 0.00% | +6,406+13.9% | Added |
| Bank of Montreal | 50,183 | $4.20M | 0.00% | −13,982−21.8% | Reduced |
| Yousif Capital Management, LLC | 50,448 | $4.19M | 0.05% | −1,877−3.6% | Reduced |
| Pinebridge Investments, L.P. | 50,177 | $4.17M | 0.04% | +6,797+15.7% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 49,786 | $4.14M | 0.03% | +3,452+7.5% | Added |
| Harbor Advisors LLC | 49,558 | $4.12M | 0.87% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 48,451 | $4.02M | 2.03% | −513−1.0% | Reduced |
| Artisan Partners Limited Partnership | 47,319 | $3.93M | 0.01% | +47,319 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 46,435 | $3.86M | 0.02% | −32,310−41.0% | Reduced |
| Prelude Capital Management, LLC | 46,073 | $3.83M | 0.32% | +9,689+26.6% | Added |
| Public Employees Retirement System of Ohio | 45,427 | $3.77M | 0.02% | −2,615−5.4% | Reduced |
| Treasurer of the State of North Carolina | 44,904 | $3.73M | 0.02% | −4,242−8.6% | Reduced |
| Advisor Group Holdings, Inc. | 44,056 | $3.66M | 0.01% | −20,874−32.1% | Reduced |
| Price T Rowe Associates Inc | 42,526 | $3.53M | 0.00% | +808+1.9% | Added |
| Ergoteles LLC | 41,554 | $3.45M | 0.17% | +9,722+30.5% | Added |
| Atria Investments LLC | 40,221 | $3.34M | 0.06% | −947−2.3% | Reduced |
| SkyView Investment Advisors, LLC | 39,457 | $3.32M | 0.83% | +1,421+3.7% | Added |
| NewEdge Wealth, LLC | 39,231 | $3.26M | 0.11% | +1,553+4.1% | Added |
| Federation des caisses Desjardins du Quebec | 38,784 | $3.22M | 0.03% | +2,691+7.5% | Added |
| Teacher Retirement System of Texas | 38,477 | $3.20M | 0.02% | +2,260+6.2% | Added |
| Jump Financial, LLC | 37,856 | $3.14M | 0.12% | −33,600−47.0% | Reduced |
| Redwood Investments, LLC | 37,119 | $3.08M | 0.38% | +10,679+40.4% | Added |
| Gotham Asset Management, LLC | 36,268 | $3.01M | 0.07% | −4,411−10.8% | Reduced |
| EULAV Asset Management | 33,000 | $2.74M | 0.10% | −3,000−8.3% | Reduced |
| Cozad Asset Management Inc | 32,455 | $2.70M | 0.34% | +32,455 | New |
| Nordea Investment Management AB | 30,395 | $2.55M | 0.00% | +6,432+26.8% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 30,525 | $2.54M | 0.75% | −69,406−69.5% | Reduced |
| Algert Global LLC | 30,128 | $2.50M | 0.11% | −38,710−56.2% | Reduced |
| Louisiana State Employees Retirement System | 30,100 | $2.50M | 0.06% | +2,800+10.3% | Added |
| Oregon Public Employees Retirement Fund | 29,709 | $2.47M | 0.03% | −400−1.3% | Reduced |
| TD Private Client Wealth LLC | 29,531 | $2.45M | 0.11% | −830−2.7% | Reduced |
| Arizona State Retirement System | 28,930 | $2.40M | 0.02% | +613+2.2% | Added |
| M&T Bank Corp | 28,564 | $2.37M | 0.01% | −3,269−10.3% | Reduced |
| US Bancorp | 28,262 | $2.35M | 0.00% | −1,257−4.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 27,200 | $2.26M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 26,913 | $2.24M | 0.00% | −56,590−67.8% | Reduced |
| Thrivent Financial for Lutherans | 26,584 | $2.21M | 0.01% | −40,168−60.2% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 26,506 | $2.20M | 1.21% | +26,506 | New |
| Epacria Capital Partners, LLC | 26,019 | $2.16M | 1.77% | −5,343−17.0% | Reduced |
| Ameritas Investment Partners, Inc. | 25,720 | $2.14M | 0.08% | −470−1.8% | Reduced |
| State of Michigan Retirement System | 25,379 | $2.11M | 0.01% | −600−2.3% | Reduced |
| AE Wealth Management LLC | 24,194 | $2.01M | 0.01% | −6,215−20.4% | Reduced |
| Quantbot Technologies LP | 23,891 | $1.98M | 0.13% | +9,833+69.9% | Added |
| Hosking Partners LLP | 23,554 | $1.96M | 0.08% | +23,554 | New |
| Pacer Advisors, Inc. | 22,901 | $1.90M | 0.01% | +16,781+274.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,889 | $1.90M | 0.05% | +67+0.3% | Added |
| USS Investment Management Ltd | 22,601 | $1.88M | 0.02% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 22,100 | $1.84M | 0.02% | +7,500+51.4% | Added |
| Wellington Management Group LLP | 22,004 | $1.83M | 0.00% | +13,063+146.1% | Added |
| Walleye Capital LLC | 21,988 | $1.83M | 0.03% | +21,988 | New |
| Millennium Management LLC | 21,609 | $1.80M | 0.00% | −56,908−72.5% | Reduced |
| Credential Qtrade Securities Inc. | 21,264 | $1.77M | 0.11% | −335−1.6% | Reduced |
| New Mexico Educational Retirement Board | 21,060 | $1.75M | 0.08% | +2,400+12.9% | Added |
| ING Groep NV | 20,500 | $1.70M | 0.01% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 20,265 | $1.68M | 0.04% | +1,395+7.4% | Added |
| KB Financial Partners, LLC | 20,228 | $1.68M | 0.46% | +1,387+7.4% | Added |
| Two Sigma Investments, LP | 19,800 | $1.64M | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 19,763 | $1.64M | 0.03% | −5,745−22.5% | Reduced |
| Seven Eight Capital, LP | 18,784 | $1.56M | 0.26% | +18,784 | New |
| Weiss Multi-Strategy Advisers LLC | 18,218 | $1.51M | 0.03% | −220,380−92.4% | Reduced |
| Insight Wealth Strategies, LLC | 18,186 | $1.51M | 0.29% | +17+0.1% | Added |
| Teachers Retirement System of the State of Kentucky | 18,174 | $1.51M | 0.01% | +1,694+10.3% | Added |
| Assenagon Asset Management S.A. | 18,041 | $1.50M | 0.01% | −601,840−97.1% | Reduced |
| Cetera Investment Advisers | 17,435 | $1.45M | 0.01% | +2,322+15.4% | Added |
| Uncommon Cents Investing LLC | 17,325 | $1.44M | 0.51% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 17,229 | $1.43M | 0.02% | +17,229 | New |
| Natixis Advisors, L.P. | 16,895 | $1.40M | 0.00% | +57+0.3% | Added |
| CenterBook Partners LP | 16,522 | $1.37M | 0.17% | +2,107+14.6% | Added |
| Cumberland Partners Ltd | 16,500 | $1.37M | 0.13% | +500+3.1% | Added |