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 |
|---|---|---|---|---|---|
| National Bank of Canada | 16,119 | $1.35M | 0.00% | +333+2.1% | Added |
| Citigroup Inc | 16,042 | $1.33M | 0.00% | +5,071+46.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 15,413 | $1.28M | 0.01% | +1,512+10.9% | Added |
| Pin Oak Investment Advisors Inc | 14,790 | $1.23M | 1.36% | −1,375−8.5% | Reduced |
| Tower Research Capital LLC (TRC) | 14,607 | $1.21M | 0.04% | +9,609+192.3% | Added |
| Credit Agricole S A | 14,516 | $1.21M | 0.04% | −5,955−29.1% | Reduced |
| Voya Investment Management LLC | 14,196 | $1.18M | 0.00% | +915+6.9% | Added |
| Exchange Traded Concepts, LLC | 14,091 | $1.17M | 0.03% | +5,237+59.1% | Added |
| Voloridge Investment Management, LLC | 14,020 | $1.16M | 0.01% | −68,441−83.0% | Reduced |
| Vontobel Holding Ltd. | 13,599 | $1.13M | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 13,317 | $1.11M | 0.04% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 12,772 | $1.06M | 0.74% | −850−6.2% | Reduced |
| State of Alaska, Department of Revenue | 12,766 | $1.06M | 0.01% | −1,410−9.9% | Reduced |
| Advisor OS, LLC | 12,750 | $1.06M | 0.17% | +772+6.4% | Added |
| Xponance, Inc. | 12,429 | $1.03M | 0.01% | −843−6.4% | Reduced |
| JustInvest LLC | 12,279 | $1.02M | 0.03% | −57−0.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 12,181 | $1.01M | 0.27% | +1,270+11.6% | Added |
| Toroso Investments, LLC | 11,569 | $961.0K | 0.03% | +8,483+274.9% | Added |
| Wealthsource Partners, LLC | 11,425 | $949.1K | 0.06% | +268+2.4% | Added |
| Citadel Advisors LLC | 11,330 | $941.2K | 0.00% | −463,261−97.6% | Reduced |
| FDx Advisors, Inc. | 11,256 | $935.0K | 0.05% | −4,698−29.4% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $894.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 10,657 | $885.3K | 0.01% | −22,535−67.9% | Reduced |
| Portside Wealth Group, LLC | 10,348 | $859.6K | 0.16% | +10,348 | New |
| Lynwood Capital Management Inc. | 10,000 | $830.7K | 1.05% | +10,000 | New |
| Wealthfront Advisers LLC | 9,738 | $808.9K | 0.00% | +5,479+128.6% | Added |
| The PNC Financial Services Group, Inc. | 9,679 | $804.1K | 0.00% | −278−2.8% | Reduced |
| Engineers Gate Manager LP | 9,558 | $794.0K | 0.03% | −11,103−53.7% | Reduced |
| Formidable Asset Management, LLC | 9,483 | $788.0K | 0.17% | +9,483 | New |
| TriaGen Wealth Management LLC | 9,467 | $786.4K | 0.36% | +5,925+167.3% | Added |
| Baker Tilly Wealth Management, LLC | 9,453 | $785.3K | 0.08% | −627−6.2% | Reduced |
| Virtus ETF Advisers LLC | 9,448 | $784.8K | 0.47% | −1,647−14.8% | Reduced |
| Creative Planning | 9,279 | $770.8K | 0.00% | +2,797+43.2% | Added |
| Aspire Private Capital, LLC | 9,226 | $766.4K | 0.24% | +337+3.8% | Added |
| Securian Asset Management, Inc | 9,175 | $762.2K | 0.02% | −216−2.3% | Reduced |
| Strategic Investment Advisors | 9,158 | $760.8K | 0.11% | −305−3.2% | Reduced |
| First Capital Advisors Group, LLC. | 9,014 | $748.8K | 0.39% | −101−1.1% | Reduced |
| LVW Advisors, LLC | 8,842 | $734.5K | 0.15% | −107−1.2% | Reduced |
| FourThought Financial Partners, LLC | 8,734 | $725.6K | 0.10% | +550+6.7% | Added |
| Ibex Investors LLC | 8,500 | $706.1K | 0.91% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 8,497 | $706.0K | 0.04% | +2,282+36.7% | Added |
| Crossmark Global Holdings, Inc. | 8,078 | $703.0K | 0.02% | −344−4.1% | Reduced |
| Maryland State Retirement & Pension System | 7,886 | $655.1K | 0.01% | +740+10.4% | Added |
| HighTower Advisors, LLC | 7,705 | $638.0K | 0.00% | +3,420+79.8% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $605.0K | 0.01% | +7,278 | New |
| Precision Wealth Strategies, LLC | 6,943 | $576.8K | 0.94% | −192−2.7% | Reduced |
| DFPG Investments, LLC | 7,016 | $575.1K | 0.05% | −334−4.5% | Reduced |
| Intercontinental Wealth Advisors, LLC | 6,785 | $563.6K | 0.13% | +234+3.6% | Added |
| Mystic Asset Management, Inc. | 6,750 | $560.7K | 0.30% | −400−5.6% | Reduced |
| MML Investors Services, LLC | 6,543 | $544.0K | 0.00% | −6,196−48.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 6,461 | $536.7K | 0.32% | +205+3.3% | Added |
| Commonwealth Equity Services, LLC | 6,248 | $519.0K | 0.00% | +1,933+44.8% | Added |
| Hyman Charles D | 6,100 | $507.0K | 0.03% | −1,058−14.8% | Reduced |
| Arkadios Wealth Advisors | 6,025 | $500.5K | 0.06% | −174−2.8% | Reduced |
| ProShare Advisors LLC | 6,017 | $499.8K | 0.00% | −103−1.7% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $493.0K | 0.00% | +593+10.9% | Added |
| Cetera Advisor Networks LLC | 5,836 | $484.8K | 0.00% | +761+15.0% | Added |
| SG Americas Securities, LLC | 5,799 | $482.0K | 0.00% | −7,145−55.2% | Reduced |
| Gsa Capital Partners LLP | 5,649 | $469.0K | 0.05% | +5,649 | New |
| Alliance Wealth Advisors, LLC | 5,635 | $468.1K | 0.17% | −22−0.4% | Reduced |
| Integrated Advisors Network LLC | 5,536 | $459.9K | 0.03% | −8,774−61.3% | Reduced |
| Eqis Capital Management, Inc. | 5,495 | $456.5K | 0.05% | +5,495 | New |
| Utah Retirement Systems | 5,400 | $448.6K | 0.01% | +400+8.0% | Added |
| Shelton Capital Management | 5,272 | $437.9K | 0.02% | −167−3.1% | Reduced |
| SYSTM Wealth Solutions LLC | 5,264 | $437.3K | 0.06% | −33−0.6% | Reduced |
| Acadian Asset Management LLC | 5,206 | $432.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 4,991 | $424.9K | 0.18% | +1,086+27.8% | Added |
| National Asset Management, Inc. | 5,081 | $422.1K | 0.01% | +498+10.9% | Added |
| Mariner, LLC | 4,990 | $414.5K | 0.00% | −234−4.5% | Reduced |
| Brown Advisory Inc | 4,766 | $395.9K | 0.00% | −754−13.7% | Reduced |
| Hillsdale Investment Management Inc. | 4,530 | $376.3K | 0.03% | −600−11.7% | Reduced |
| Captrust Financial Advisors | 4,462 | $370.7K | 0.00% | −71−1.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,337 | $360.0K | 0.05% | +4,337 | New |
| Richard W. Paul & Associates, LLC | 4,324 | $359.2K | 0.16% | −41−0.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,301 | $357.3K | 0.04% | −55−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 4,169 | $346.3K | 0.06% | +4,169 | New |
| Landscape Capital Management, L.L.C. | 4,067 | $337.8K | 0.04% | +4,067 | New |
| Jackson Creek Investment Advisors LLC | 4,044 | $336.0K | 0.13% | −101−2.4% | Reduced |
| Scotia Capital Inc. | 4,035 | $335.2K | 0.00% | +4,035 | New |
| Alps Advisors Inc | 3,955 | $328.5K | 0.00% | +25+0.6% | Added |
| Axxcess Wealth Management, LLC | 3,779 | $313.9K | 0.02% | −176−4.5% | Reduced |
| Advisor Partners II, LLC | 3,769 | $313.1K | 0.01% | +227+6.4% | Added |
| Studio Investment Management LLC | 3,761 | $312.4K | 0.09% | +271+7.8% | Added |
| Inspire Advisors, LLC | 3,732 | $310.0K | 0.06% | +408+12.3% | Added |
| Advisory Services Network, LLC | 3,678 | $305.5K | 0.01% | −657−15.2% | Reduced |
| GTS Securities LLC | 3,661 | $304.1K | 0.01% | +3,661 | New |
| Wealth Alliance | 3,546 | $294.6K | 0.04% | +543+18.1% | Added |
| Oppenheimer & Co Inc | 3,467 | $288.0K | 0.01% | −1,026−22.8% | Reduced |
| Loomis Sayles & Co L P | 3,465 | $288.0K | 0.00% | +3,336+2,586.0% | Added |
| Hyperion Capital Advisors LP | 3,413 | $283.5K | 0.15% | +3,413 | New |
| AQR Capital Management LLC | 3,366 | $279.6K | 0.00% | −126−3.6% | Reduced |
| Edgestream Partners, L.P. | 3,353 | $278.5K | 0.03% | −2,526−43.0% | Reduced |
| Caxton Associates LP | 3,325 | $276.2K | 0.04% | +3,325 | New |
| Winton Group Ltd | 3,304 | $274.5K | 0.02% | −40,303−92.4% | Reduced |
| GWM Advisors LLC | 3,297 | $273.9K | 0.00% | +3,297 | New |
| Pathstone Family Office, LLC | 3,296 | $273.8K | 0.00% | +3,296 | New |
| Veritable, L.P. | 3,294 | $273.6K | 0.00% | −348−9.6% | Reduced |
| Kestra Advisory Services, LLC | 3,247 | $269.7K | 0.00% | −244−7.0% | Reduced |
| Profund Advisors LLC | 3,174 | $263.7K | 0.01% | −429−11.9% | Reduced |
| Synergy Financial Group, LTD | 3,126 | $259.7K | 0.35% | −42−1.3% | Reduced |