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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.

Q3 2023 vs. Q2 2023

How the institutions holding Interactive Brokers Group, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of IBKR: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders4244436+16
Shares91.7M370.3K93.2M+1.86M (+2.0%)
Value$7.61B$30.8M$8.08B+$499.8M (+6.6%)

4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (67)

Institutions that held Interactive Brokers Group, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to IBKR in Q3 2023
InstitutionSharesValue% of portfolio
Cooper Investors Pty Ltd585,344$48.6M3.88%
Holocene Advisors, LP351,843$30.5M0.14%
Pictet Asset Management Holding SA330,076$28.6M0.04%
Polar Capital Holdings Plc208,242$18.0M0.13%
Agf Management Ltd100,000$8.66M0.06%
Qube Research & Technologies Ltd76,606$6.63M0.02%
Ghisallo Capital Management LLC54,300$4.70M0.48%
Graham Capital Management, L.P.44,762$3.87M0.12%
Aquatic Capital Management LLC27,000$2.34M0.10%
Darwin Advisors, LLC20,504$1.77M0.48%
Neo Ivy Capital Management18,516$1.60M0.70%
Twin Tree Management, LP15,748$1.36M0.05%
Van Eck Associates Corp13,910$1.20M0.00%
Y-Intercept (Hong Kong) Ltd12,922$1.12M0.11%
Wealth Enhancement Advisory Services, LLC12,066$1.04M0.00%
Prescott Group Capital Management, L.L.C.10,919$945.0K0.21%
Glenmede Trust Co NA9,962$862.3K0.00%
Qsemble Capital Management, LP9,400$813.7K0.15%
Global Endowment Management, LP9,182$794.8K0.09%
Envestnet Portfolio Solutions, Inc.9,000$779.0K0.00%
Walleye Trading LLC8,948$774.5K0.02%
Banco Santander, S.A.8,697$752.8K0.01%
Lloyd Advisory Services, LLC.8,635$747.5K0.25%
Norden Group LLC8,635$747.5K0.25%
PEAK6 Investments LLC7,994$692.0K0.03%
Sciencast Management LP7,870$681.2K0.31%
Friedenthal Financial7,827$677.5K0.46%
Empowered Funds, LLC7,790$674.3K0.02%
Magnetar Financial LLC7,535$652.2K0.02%
Brown Brothers Harriman & Co7,421$642.4K0.01%
Retirement Planning Co of New England, Inc.6,940$600.7K0.33%
Oliver Luxxe Assets LLC6,299$545.2K0.14%
Virtu Financial LLC6,140$531.0K0.05%
Inceptionr LLC5,809$502.8K0.29%
CI Private Wealth, LLC5,371$464.9K0.00%
Guggenheim Capital LLC5,342$462.4K0.00%
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main5,288$460.1K0.00%
Harvest Investment Services, LLC4,979$431.0K0.28%
Yorktown Management & Research Co Inc4,800$415.5K0.47%
Centiva Capital, LP4,402$381.0K0.02%
NBC Securities, Inc.4,049$350.0K0.04%
QRG Capital Management, Inc.3,934$340.5K0.01%
First Hawaiian Bank3,524$305.0K0.01%
Platte River Wealth Advisors, LLC3,380$292.6K0.11%
Fox Run Management, L.L.C.3,237$280.2K0.08%
Cambridge Investment Research Advisors, Inc.2,967$257.0K0.00%
O'Shaughnessy Asset Management, LLC2,825$244.5K0.00%
Cottonwood Capital Advisors, LLC2,622$227.0K0.21%
ISAM Funds (UK) Ltd2,459$212.9K0.13%
Western Pacific Wealth Management, LP1,100$95.2K0.08%
Headlands Technologies LLC459$39.7K0.02%
Smithfield Trust Co191$16.0K0.00%
South State Corp.144$12.5K0.00%
Perkins Coie Trust Co109$9.43K0.00%
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.104$9.00K0.00%
Whittier Trust Co75$6.49K0.00%
LGT Financial Advisors LLC37$3.20K0.00%
Gradient Investments LLC25$2.16K0.00%
Headinvest, LLC15$1.28K0.00%
Perritt Capital Management Inc14$1.21K0.00%
Tucker Asset Management LLC13$1.13K0.00%
Asset Dedication, LLC9$1.00K0.00%
Capital Analysts, LLC11$1.00K0.00%
Steward Financial Group LLC14$1.00K0.00%
Orion Capital Management LLC9$7790.00%
Horizon Investments, LLC6$5190.00%
VisionPoint Advisory Group, LLC3$2600.00%

Sold out (51)

Institutions that held Interactive Brokers Group, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of IBKR in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Balyasny Asset Management LLC444,087$36.9M
Cinctive Capital Management LP118,851$9.87M
Taika Capital, LP101,530$8.43M
Connor, Clark & Lunn Investment Management Ltd.46,435$3.86M
Prelude Capital Management, LLC46,073$3.83M
Ergoteles LLC41,554$3.45M
Philadelphia Financial Management of San Francisco, LLC30,525$2.54M
ArrowMark Colorado Holdings LLC27,200$2.26M
Prevail Innovative Wealth Advisors, LLC26,506$2.20M
Virginia Retirement Systems Et Al22,100$1.84M
ING Groep NV20,500$1.70M
Seven Eight Capital, LP18,784$1.56M
Voloridge Investment Management, LLC14,020$1.16M
Palouse Capital Management, Inc.12,772$1.06M
FDx Advisors, Inc.11,256$935.0K
Lynwood Capital Management Inc.10,000$830.7K
Gsa Capital Partners LLP5,649$469.0K
Acadian Asset Management LLC5,206$432.0K
Hillsdale Investment Management Inc.4,530$376.3K
Campbell & CO Investment Adviser LLC4,169$346.3K
Jackson Creek Investment Advisors LLC4,044$336.0K
Caxton Associates LP3,325$276.2K
Veritable, L.P.3,294$273.6K
Verition Fund Management LLC2,989$248.3K
Thrive Wealth Management, LLC2,791$231.8K
Capital Asset Advisory Services LLC2,611$221.0K
Aureus Asset Management, LLC2,600$216.0K
MJP Associates Inc2,586$214.8K
Sherbrooke Park Advisers LLC2,500$207.7K
Harvest Fund Management Co., Ltd1,096$91.0K
CVA Family Office, LLC989$82.2K
Penserra Capital Management LLC904$75.0K
Laffer Tengler Investments694$57.7K
AM Squared Ltd600$49.8K
FinTrust Capital Advisors, LLC600$43.4K
Banque Cantonale Vaudoise320$27.0K
Cutler Group LP246$20.0K
Cubist Systematic Strategies, LLC201$16.7K
Safeguard Financial, LLC152$12.0K
Oakworth Capital, Inc.113$9.39K
Independence Bank of Kentucky69$5.73K
Horan Securities, Inc.66$5.48K
Robeco Institutional Asset Management B.V.54$4.49K
Copeland Capital Management, LLC54$4.49K
Ridgewood Investments LLC54$4.49K
HM Payson & Co48$3.99K
Sofos Investments, Inc.83$3.14K
Toth Financial Advisory Corp15$1.25K
AdvisorNet Financial, Inc15$1.25K
VitalStone Financial, LLC17$1.00K
Disciplined Investments, LLC4$332

Not filed for Q3 2023 yet (4)

Institutions that held Interactive Brokers Group, Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBKR in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Pictet Asset Management SA353,473$29.4M
First Capital Advisors Group, LLC.9,014$748.8K
Intercontinental Wealth Advisors, LLC6,785$563.6K
Kistler-Tiffany Companies, LLC1,000$83.1K