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 |
|---|---|---|---|---|---|
| Revisor Wealth Management LLC | 3,019 | $250.8K | 0.23% | −35−1.1% | Reduced |
| Davenport & Co LLC | 2,995 | $248.8K | 0.00% | +571+23.6% | Added |
| Verition Fund Management LLC | 2,989 | $248.3K | 0.00% | −4,856−61.9% | Reduced |
| Navellier & Associates Inc | 2,917 | $242.3K | 0.05% | +2,917 | New |
| CIBC Asset Management Inc | 2,905 | $241.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2,880 | $239.2K | 0.01% | +860+42.6% | Added |
| Leeward Financial Partners, LLC | 2,834 | $235.4K | 0.14% | +2,834 | New |
| Thrive Wealth Management, LLC | 2,791 | $231.8K | 0.06% | +39+1.4% | Added |
| Gamco Investors, Inc. Et Al | 2,750 | $228.4K | 0.00% | +200+7.8% | Added |
| Wallace Advisory Group, LLC | 2,716 | $224.2K | 0.17% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,611 | $221.0K | 0.02% | −344−11.6% | Reduced |
| Mercer Global Advisors Inc | 2,646 | $220.0K | 0.00% | −191−6.7% | Reduced |
| Aureus Asset Management, LLC | 2,600 | $216.0K | 0.02% | 00.0% | Unchanged |
| MJP Associates Inc | 2,586 | $214.8K | 0.07% | +2,586 | New |
| Jefferies Financial Group Inc. | 2,579 | $214.2K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2,548 | $211.7K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 2,500 | $207.7K | 0.11% | +2,500 | New |
| Bartlett & Co. Wealth Management LLC | 2,360 | $196.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,360 | $196.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,184 | $181.4K | 0.28% | −586−21.2% | Reduced |
| Quadrant Capital Group LLC | 1,725 | $143.3K | 0.01% | +109+6.7% | Added |
| Ossiam | 1,661 | $138.0K | 0.00% | +664+66.6% | Added |
| Macquarie Group Ltd | 1,350 | $112.1K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,350 | $112.1K | 0.06% | +441+48.5% | Added |
| Assetmark, Inc | 1,282 | $106.5K | 0.00% | +1,084+547.5% | Added |
| Harvest Fund Management Co., Ltd | 1,096 | $91.0K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 1,018 | $84.6K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 1,000 | $83.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 989 | $82.2K | 0.02% | +84+9.3% | Added |
| GHP Investment Advisors, Inc. | 887 | $81.3K | 0.00% | +887 | New |
| Ci Investments Inc. | 947 | $79.0K | 0.00% | +4+0.4% | Added |
| Penserra Capital Management LLC | 904 | $75.0K | 0.00% | +581+179.9% | Added |
| CWM, LLC | 888 | $74.0K | 0.00% | +52+6.2% | Added |
| Bay Harbor Wealth Management, LLC | 887 | $73.7K | 0.03% | −68−7.1% | Reduced |
| Toronto Dominion Bank | 885 | $73.0K | 0.00% | +255+40.5% | Added |
| Eagle Bay Advisors LLC | 838 | $69.6K | 0.04% | −167−16.6% | Reduced |
| Asset Management One Co.,Ltd. | 720 | $59.8K | 0.00% | +44+6.5% | Added |
| Quent Capital, LLC | 720 | $59.8K | 0.01% | 00.0% | Unchanged |
| Laffer Tengler Investments | 694 | $57.7K | 0.02% | +2+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 602 | $50.0K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 600 | $49.8K | 0.06% | +600 | New |
| Natixis | 589 | $48.9K | 0.00% | −7,759−92.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 573 | $47.6K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 546 | $45.0K | 0.01% | −333−37.9% | Reduced |
| Lindbrook Capital, LLC | 528 | $43.9K | 0.00% | +12+2.3% | Added |
| FinTrust Capital Advisors, LLC | 600 | $43.4K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 515 | $42.8K | 0.00% | −187−26.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 426 | $35.4K | 0.00% | +333+358.1% | Added |
| Westpac Banking Corp | 380 | $31.6K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 379 | $31.5K | 0.00% | −111−22.7% | Reduced |
| SRS Capital Advisors, Inc. | 372 | $30.9K | 0.00% | +37+11.0% | Added |
| Pinnacle Financial Partners Inc | 370 | $30.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 367 | $30.5K | 0.00% | +52+16.5% | Added |
| First Horizon Advisors, Inc. | 363 | $30.2K | 0.00% | −1,208−76.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 352 | $29.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 320 | $27.0K | 0.00% | −50−13.5% | Reduced |
| Kapitalo Investimentos Ltda | 301 | $25.0K | 0.00% | −2,419−88.9% | Reduced |
| DT Investment Partners, LLC | 280 | $24.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 283 | $23.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $23.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 272 | $22.6K | 0.00% | +31+12.9% | Added |
| Parkside Financial Bank & Trust | 265 | $22.0K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $21.8K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 246 | $20.0K | 0.00% | +246 | New |
| Massmutual Trust Co FSB | 209 | $17.4K | 0.00% | −1−0.5% | Reduced |
| Covestor Ltd | 209 | $17.0K | 0.01% | −2,056−90.8% | Reduced |
| Cubist Systematic Strategies, LLC | 201 | $16.7K | 0.00% | −200,220−99.9% | Reduced |
| Harbor Investment Advisory, LLC | 200 | $16.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $16.6K | 0.01% | +200 | New |
| Sittner & Nelson, LLC | 197 | $16.4K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 197 | $16.0K | 0.00% | −12−5.7% | Reduced |
| Stonebridge Capital Advisors LLC | 173 | $14.4K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 159 | $13.2K | 0.00% | +159 | New |
| Proequities, Inc. | 149 | $12.4K | 0.00% | −270−64.4% | Reduced |
| Safeguard Financial, LLC | 152 | $12.0K | 0.01% | +152 | New |
| GoalVest Advisory LLC | 144 | $12.0K | 0.01% | +144 | New |
| Leonteq Securities AG | 139 | $11.6K | 0.00% | +4+3.0% | Added |
| Park Place Capital Corp | 129 | $10.7K | 0.00% | −21−14.0% | Reduced |
| Oakworth Capital, Inc. | 113 | $9.39K | 0.00% | +113 | New |
| Parallel Advisors, LLC | 108 | $8.97K | 0.00% | −14−11.5% | Reduced |
| Larson Financial Group LLC | 106 | $8.81K | 0.00% | +50+89.3% | Added |
| ORG Partners LLC | 100 | $8.68K | 0.00% | +100 | New |
| 7G Capital Management, LLC | 100 | $8.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 85 | $7.06K | 0.01% | +85 | New |
| Bessemer Group Inc | 83 | $7.00K | 0.00% | +83 | New |
| Independence Bank of Kentucky | 69 | $5.73K | 0.00% | +69 | New |
| Horan Securities, Inc. | 66 | $5.48K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 62 | $5.15K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 54 | $4.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $4.49K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 54 | $4.49K | 0.00% | +54 | New |
| Copeland Capital Management, LLC | 54 | $4.49K | 0.00% | +54 | New |
| Cary Street Partner Investment Advisory LLC | 49 | $4.07K | 0.00% | +49 | New |
| HM Payson & Co | 48 | $3.99K | 0.00% | +48 | New |
| Harbour Investments, Inc. | 48 | $3.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $3.57K | 0.00% | +43 | New |
| IFP Advisors, Inc | 48 | $3.46K | 0.00% | +37+336.4% | Added |
| Farmers & Merchants Investments Inc | 39 | $3.24K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 83 | $3.14K | 0.01% | +83 | New |
| Baker Avenue Asset Management, LP | 35 | $2.91K | 0.00% | 00.0% | Unchanged |