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, 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| Glassman Wealth Services | 2 | $173 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3 | $260 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 3 | $260 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 5 | $433 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $433 | 0.00% | +1+25.0% | Added |
| Abound Wealth Management | 5 | $434 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 6 | $514 | 0.00% | −4−40.0% | Reduced |
| Horizon Investments, LLC | 6 | $519 | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 6 | $520 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 9 | $779 | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Capital Analysts, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Steward Financial Group LLC | 14 | $1.00K | 0.00% | +14 | New |
| Tucker Asset Management LLC | 13 | $1.13K | 0.00% | +13 | New |
| Perritt Capital Management Inc | 14 | $1.21K | 0.00% | +14 | New |
| Headinvest, LLC | 15 | $1.28K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 23 | $1.99K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $2.00K | 0.00% | +6+31.6% | Added |
| Gradient Investments LLC | 25 | $2.16K | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 28 | $2.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $2.86K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 35 | $3.03K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 37 | $3.20K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 39 | $3.38K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 43 | $3.72K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 44 | $3.81K | 0.00% | −18−29.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 49 | $4.24K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $4.36K | 0.00% | +15+42.9% | Added |
| Harbour Investments, Inc. | 52 | $4.50K | 0.00% | +4+8.3% | Added |
| Versant Capital Management, Inc | 54 | $4.67K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 75 | $6.49K | 0.00% | +75 | New |
| Park Place Capital Corp | 81 | $7.01K | 0.00% | −48−37.2% | Reduced |
| Wolff Wiese Magana LLC | 85 | $7.36K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 87 | $7.53K | 0.00% | −13−13.0% | Reduced |
| Loomis Sayles & Co L P | 94 | $8.00K | 0.00% | −3,371−97.3% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $8.66K | 0.00% | −100−50.0% | Reduced |
| 7G Capital Management, LLC | 100 | $8.66K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $9.00K | 0.00% | +104 | New |
| Larson Financial Group LLC | 106 | $9.18K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 109 | $9.43K | 0.00% | +109 | New |
| Parallel Advisors, LLC | 113 | $9.78K | 0.00% | +5+4.6% | Added |
| Carmel Capital Partners, LLC | 114 | $9.87K | 0.00% | +89+356.0% | Added |
| Kapitalo Investimentos Ltda | 127 | $11.0K | 0.00% | −174−57.8% | Reduced |
| Bessemer Group Inc | 130 | $11.0K | 0.00% | +47+56.6% | Added |
| South State Corp. | 144 | $12.5K | 0.00% | +144 | New |
| Blume Capital Management, Inc. | 159 | $13.8K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 161 | $13.9K | 0.00% | +22+15.8% | Added |
| Proequities, Inc. | 162 | $14.0K | 0.00% | +13+8.7% | Added |
| Stonebridge Capital Advisors LLC | 173 | $15.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 191 | $16.0K | 0.00% | +191 | New |
| Sittner & Nelson, LLC | 197 | $17.1K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $17.3K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 209 | $18.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 211 | $18.3K | 0.01% | +67+46.5% | Added |
| Private Trust Co NA | 250 | $21.6K | 0.00% | −33−11.7% | Reduced |
| Adirondack Trust Co | 250 | $21.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 270 | $23.4K | 0.00% | +61+29.2% | Added |
| Parkside Financial Bank & Trust | 273 | $23.6K | 0.01% | +8+3.0% | Added |
| Spire Wealth Management | 278 | $24.1K | 0.00% | −740−72.7% | Reduced |
| Venturi Wealth Management, LLC | 280 | $24.2K | 0.00% | −87−23.7% | Reduced |
| DT Investment Partners, LLC | 280 | $24.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $24.2K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 302 | $26.1K | 0.00% | −70−18.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 309 | $27.0K | 0.00% | −43−12.2% | Reduced |
| Pinnacle Financial Partners Inc | 370 | $32.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 377 | $32.7K | 0.00% | +14+3.9% | Added |
| Atlas Capital Advisors LLC | 379 | $32.8K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $32.9K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 414 | $36.0K | 0.01% | −132−24.2% | Reduced |
| Natixis | 447 | $38.7K | 0.00% | −142−24.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 451 | $39.0K | 0.00% | −122−21.3% | Reduced |
| Headlands Technologies LLC | 459 | $39.7K | 0.02% | +459 | New |
| Lindbrook Capital, LLC | 538 | $46.6K | 0.01% | +10+1.9% | Added |
| Asset Management One Co.,Ltd. | 609 | $52.7K | 0.00% | −111−15.4% | Reduced |
| Eagle Bay Advisors LLC | 715 | $61.9K | 0.03% | −123−14.7% | Reduced |
| Quent Capital, LLC | 720 | $62.3K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 720 | $63.0K | 0.01% | +523+265.5% | Added |
| Steward Partners Investment Advisory, LLC | 752 | $65.1K | 0.00% | +150+24.9% | Added |
| IFP Advisors, Inc | 851 | $73.7K | 0.00% | +803+1,672.9% | Added |
| GHP Investment Advisors, Inc. | 887 | $75.5K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 899 | $77.8K | 0.03% | +12+1.4% | Added |
| Allworth Financial LP | 910 | $78.7K | 0.00% | +638+234.6% | Added |
| Ci Investments Inc. | 965 | $84.0K | 0.00% | +18+1.9% | Added |
| Western Pacific Wealth Management, LP | 1,100 | $95.2K | 0.08% | +1,100 | New |
| Assetmark, Inc | 1,120 | $96.9K | 0.00% | −162−12.6% | Reduced |
| CWM, LLC | 1,151 | $100.0K | 0.00% | +263+29.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,166 | $100.9K | 0.00% | +740+173.7% | Added |
| Signaturefd, LLC | 1,237 | $107.1K | 0.00% | +722+140.2% | Added |
| Nisa Investment Advisors, LLC | 1,247 | $107.9K | 0.00% | −9,410−88.3% | Reduced |
| Macquarie Group Ltd | 1,350 | $116.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,568 | $135.7K | 0.07% | +218+16.1% | Added |
| Ossiam | 1,648 | $142.7K | 0.00% | −13−0.8% | Reduced |
| SG Americas Securities, LLC | 1,735 | $150.0K | 0.00% | −4,064−70.1% | Reduced |
| USA Financial Portformulas Corp | 2,184 | $189.0K | 0.28% | 00.0% | Unchanged |