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 3 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, Q3 2023
Institutional positions in Interactive Brokers Group, Inc. as of Sep 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
- 436
- +16 vs. Q2 2023
- Shares held
- 93.2M
- +1.86M (+2.0%) vs. Q2 2023
- Total value
- $8.08B
- +$499.8M (+6.6%) vs. Q2 2023
- New holders
- 67
- 151 more added
- Sold out
- 51
- 149 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,566,830 | $828.1M | 0.02% | +308,236+3.3% | Added |
| BlackRock Inc. | 9,007,138 | $779.7M | 0.02% | +249,209+2.8% | Added |
| Orbis Allan Gray Ltd | 8,149,137 | $705.4M | 5.07% | +1,3470.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6,371,599 | $551.5M | 1.57% | −1,197,661−15.8% | Reduced |
| Cantillon Capital Management LLC | 3,819,629 | $330.6M | 2.45% | −14,839−0.4% | Reduced |
| Greenwich Wealth Management LLC | 3,117,859 | $269.9M | 28.52% | +189,555+6.5% | Added |
| State Street Corp | 2,964,780 | $256.6M | 0.01% | +145,965+5.2% | Added |
| Bares Capital Management, Inc. | 2,566,395 | $222.1M | 9.49% | −4,904−0.2% | Reduced |
| Marshall Wace, LLP | 2,541,679 | $220.0M | 0.47% | +94,140+3.8% | Added |
| Bank of America Corp | 1,970,416 | $170.6M | 0.02% | −29,872−1.5% | Reduced |
| Jarislowsky, Fraser Ltd | 1,828,073 | $158.2M | 1.03% | −315,332−14.7% | Reduced |
| FMR LLC | 1,773,533 | $153.5M | 0.01% | +1,204,573+211.7% | Added |
| Select Equity Group, L.P. | 1,745,169 | $151.1M | 0.62% | −492,007−22.0% | Reduced |
| FIL Ltd | 1,634,101 | $141.4M | 0.17% | +580,700+55.1% | Added |
| Geode Capital Management, LLC | 1,598,545 | $138.4M | 0.02% | +64,301+4.2% | Added |
| Norges Bank | 1,155,293 | $100.0M | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 985,585 | $85.3M | 0.02% | +11,333+1.2% | Added |
| Wells Fargo & Company | 955,524 | $82.7M | 0.03% | −94,537−9.0% | Reduced |
| Abrams Bison Investments, LLC | 929,600 | $80.5M | 8.84% | 00.0% | Unchanged |
| Coronation Fund Managers Ltd. | 922,825 | $79.9M | 2.40% | −8,195−0.9% | Reduced |
| Bronte Capital Management Pty Ltd. | 841,228 | $72.8M | 7.33% | +4,777+0.6% | Added |
| Morgan Stanley | 837,496 | $72.5M | 0.01% | +91,020+12.2% | Added |
| Neuberger Berman Group LLC | 785,072 | $68.0M | 0.06% | +523,591+200.2% | Added |
| TimesSquare Capital Management, LLC | 758,771 | $65.7M | 1.02% | −43,124−5.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 749,643 | $64.9M | 0.38% | −1,570−0.2% | Reduced |
| Northern Trust Corp | 733,695 | $63.5M | 0.01% | +5,163+0.7% | Added |
| Charles Schwab Investment Management Inc | 723,962 | $62.7M | 0.02% | −223,585−23.6% | Reduced |
| 1832 Asset Management L.P. | 706,363 | $61.1M | 0.13% | −642−0.1% | Reduced |
| Principal Financial Group Inc | 574,519 | $49.7M | 0.04% | +20,491+3.7% | Added |
| Invesco Ltd. | 567,283 | $49.1M | 0.01% | +397,729+234.6% | Added |
| Cooper Investors Pty Ltd | 585,344 | $48.6M | 3.88% | +585,344 | New |
| Bamco Inc | 555,818 | $48.1M | 0.14% | +139,101+33.4% | Added |
| Ancient Art, L.P. | 550,174 | $47.6M | 10.22% | −28,204−4.9% | Reduced |
| Samlyn Capital, LLC | 533,629 | $46.2M | 0.82% | +4,699+0.9% | Added |
| Empower Advisory Group, LLC | 518,859 | $44.9M | 0.20% | +6,584+1.3% | Added |
| Junto Capital Management LP | 510,519 | $44.2M | 1.05% | −5,148−1.0% | Reduced |
| Antipodes Partners Ltd | 464,114 | $40.8M | 1.31% | −163,630−26.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 449,516 | $38.9M | 0.07% | −85,224−15.9% | Reduced |
| Goldman Sachs Group Inc | 426,708 | $36.9M | 0.01% | +176,097+70.3% | Added |
| Millennium Management LLC | 423,514 | $36.7M | 0.04% | +401,905+1,859.9% | Added |
| Ensign Peak Advisors, Inc | 394,453 | $34.1M | 0.07% | −1330.0% | Reduced |
| Raymond James & Associates | 377,952 | $32.7M | 0.03% | −105,442−21.8% | Reduced |
| Royal Bank of Canada | 364,891 | $31.6M | 0.01% | −24,697−6.3% | Reduced |
| Holocene Advisors, LP | 351,843 | $30.5M | 0.14% | +351,843 | New |
| Cercano Management LLC | 351,758 | $30.4M | 1.08% | 00.0% | Unchanged |
| Oakcliff Capital Partners, LP | 339,647 | $29.4M | 20.19% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 330,076 | $28.6M | 0.04% | +330,076 | New |
| Rhumbline Advisers | 309,731 | $26.8M | 0.03% | +7,195+2.4% | Added |
| JPMorgan Chase & Co | 292,533 | $25.3M | 0.00% | −77,050−20.8% | Reduced |
| RV Capital GmbH | 288,747 | $25.0M | 7.63% | 00.0% | Unchanged |
| STRS Ohio | 283,815 | $24.6M | 0.11% | +164,680+138.2% | Added |
| Envestnet Asset Management Inc | 280,808 | $24.3M | 0.01% | +17,969+6.8% | Added |
| Dimensional Fund Advisors LP | 272,475 | $23.6M | 0.01% | +1,711+0.6% | Added |
| Legal & General Group Plc | 267,854 | $23.2M | 0.01% | +8,028+3.1% | Added |
| Federated Hermes, Inc. | 263,731 | $22.8M | 0.06% | −2,666−1.0% | Reduced |
| Nuveen Asset Management, LLC | 257,681 | $22.3M | 0.01% | +4,394+1.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 253,131 | $21.9M | 0.45% | 00.0% | Unchanged |
| Hudson Way Capital Management LLC | 249,623 | $21.6M | 4.25% | +83,972+50.7% | Added |
| Allianz Asset Management GmbH | 236,605 | $20.5M | 0.04% | +22,972+10.8% | Added |
| Cantor Fitzgerald, L. P. | 230,695 | $20.0M | 0.54% | −130.0% | Reduced |
| Owls Nest Partners IA, LLC | 230,278 | $19.9M | 6.46% | −21,469−8.5% | Reduced |
| Swiss National Bank | 226,400 | $19.6M | 0.02% | +2,100+0.9% | Added |
| Barclays PLC | 212,880 | $18.4M | 0.01% | +56,932+36.5% | Added |
| D. E. Shaw & Co., Inc. | 210,841 | $18.3M | 0.03% | +132,822+170.2% | Added |
| Polar Capital Holdings Plc | 208,242 | $18.0M | 0.13% | +208,242 | New |
| California Public Employees Retirement System | 208,034 | $18.0M | 0.02% | +17,604+9.2% | Added |
| Man Group plc | – | $17.6M | 0.05% | – | – |
| HSBC Holdings PLC | 202,093 | $17.5M | 0.02% | +2,093+1.0% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 200,000 | $17.3M | 1.41% | 00.0% | Unchanged |
| Stifel Financial Corp | 192,940 | $16.7M | 0.02% | −46,477−19.4% | Reduced |
| Susquehanna International Group, LLP | 183,459 | $15.9M | 0.02% | −703−0.4% | Reduced |
| Janney Montgomery Scott LLC | 181,437 | $15.7M | 0.06% | +326+0.2% | Added |
| Stony Point Capital LLC | 172,457 | $14.9M | 5.07% | −9,736−5.3% | Reduced |
| Victory Capital Management Inc | 172,038 | $14.9M | 0.02% | +72,574+73.0% | Added |
| Brooktree Capital Management | 169,864 | $14.7M | 12.28% | −1,799−1.0% | Reduced |
| UBS Asset Management Americas Inc | 169,529 | $14.7M | 0.01% | +42,794+33.8% | Added |
| State of Wisconsin Investment Board | 169,177 | $14.6M | 0.05% | +3,418+2.1% | Added |
| Alliancebernstein L.P. | 168,686 | $14.6M | 0.01% | −75,104−30.8% | Reduced |
| Renaissance Technologies LLC | 167,100 | $14.5M | 0.02% | −81,600−32.8% | Reduced |
| Gillson Capital LP | 166,326 | $14.4M | 1.07% | +73,374+78.9% | Added |
| Dana Investment Advisors, Inc. | 165,487 | $14.3M | 0.73% | +3,669+2.3% | Added |
| Park West Asset Management LLC | 158,104 | $13.7M | 1.26% | −16,896−9.7% | Reduced |
| American International Group, Inc. | 150,663 | $13.0M | 0.08% | −4,654−3.0% | Reduced |
| Russell Investments Group, Ltd. | 150,146 | $13.0M | 0.03% | −2,682−1.8% | Reduced |
| American Century Companies Inc | 147,335 | $12.8M | 0.01% | −13,569−8.4% | Reduced |
| Credit Suisse AG | 145,075 | $12.6M | 0.01% | −5,352−3.6% | Reduced |
| Ameriprise Financial Inc | 142,650 | $12.3M | 0.00% | −505−0.4% | Reduced |
| Heartland Advisors Inc | 136,976 | $11.9M | 0.67% | −37,250−21.4% | Reduced |
| Gabelli Funds LLC | 135,370 | $11.7M | 0.10% | −12,200−8.3% | Reduced |
| Retirement Systems of Alabama | 133,567 | $11.6M | 0.05% | +841+0.6% | Added |
| SEI Investments Co | 126,357 | $10.9M | 0.02% | −6,494−4.9% | Reduced |
| Amundi | 127,463 | $10.8M | 0.01% | +27,598+27.6% | Added |
| Weiss Multi-Strategy Advisers LLC | 117,445 | $10.2M | 0.25% | +99,227+544.7% | Added |
| Prana Capital Management, LP | 115,891 | $10.0M | 0.65% | −272,460−70.2% | Reduced |
| California State Teachers Retirement System | 113,592 | $9.83M | 0.02% | −10,532−8.5% | Reduced |
| Truist Financial Corp | 102,551 | $8.88M | 0.01% | −2,191−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 101,292 | $8.77M | 0.02% | −397−0.4% | Reduced |
| Agf Management Ltd | 100,000 | $8.66M | 0.06% | +100,000 | New |
| KBC Group NV | 95,526 | $8.27M | 0.03% | +32,236+50.9% | Added |
| State Board of Administration of Florida Retirement System | 94,957 | $8.22M | 0.02% | +520+0.6% | Added |