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 |
|---|---|---|---|---|---|
| Quadrant Capital Group LLC | 2,279 | $197.3K | 0.02% | +554+32.1% | Added |
| Bartlett & Co. LLC | 2,360 | $204.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $204.3K | 0.00% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 2,426 | $210.0K | 0.00% | −821−25.3% | Reduced |
| ISAM Funds (UK) Ltd | 2,459 | $212.9K | 0.13% | +2,459 | New |
| Crewe Advisors LLC | 2,548 | $220.6K | 0.04% | 00.0% | Unchanged |
| DFPG Investments, LLC | 2,702 | $221.7K | 0.02% | −4,314−61.5% | Reduced |
| Wallace Advisory Group, LLC | 2,679 | $222.5K | 0.16% | −37−1.4% | Reduced |
| Jefferies Financial Group Inc. | 2,579 | $223.2K | 0.01% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 2,622 | $227.0K | 0.21% | +2,622 | New |
| Wealth Alliance | 2,699 | $233.6K | 0.04% | −847−23.9% | Reduced |
| Gamco Investors, Inc. Et Al | 2,750 | $238.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,825 | $244.5K | 0.00% | +2,825 | New |
| Leeward Financial Partners, LLC | 2,834 | $245.3K | 0.14% | 00.0% | Unchanged |
| Davenport & Co LLC | 2,837 | $245.6K | 0.00% | −158−5.3% | Reduced |
| Profund Advisors LLC | 2,889 | $250.1K | 0.01% | −285−9.0% | Reduced |
| CIBC Asset Management Inc | 2,905 | $251.5K | 0.00% | 00.0% | Unchanged |
| GTS Securities LLC | 2,960 | $256.2K | 0.01% | −701−19.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,967 | $257.0K | 0.00% | +2,967 | New |
| Synergy Financial Group, LTD | 3,126 | $270.6K | 0.38% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 3,149 | $272.6K | 0.01% | −630−16.7% | Reduced |
| Fox Run Management, L.L.C. | 3,237 | $280.2K | 0.08% | +3,237 | New |
| EverSource Wealth Advisors, LLC | 3,326 | $287.9K | 0.03% | −975−22.7% | Reduced |
| Platte River Wealth Advisors, LLC | 3,380 | $292.6K | 0.11% | +3,380 | New |
| Hyperion Capital Advisors LP | 3,413 | $295.4K | 0.16% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 3,479 | $301.1K | 0.01% | +12+0.3% | Added |
| AQR Capital Management LLC | 3,495 | $302.5K | 0.00% | +129+3.8% | Added |
| First Hawaiian Bank | 3,524 | $305.0K | 0.01% | +3,524 | New |
| Alps Advisors Inc | 3,573 | $309.3K | 0.00% | −382−9.7% | Reduced |
| Advisory Services Network, LLC | 3,659 | $316.7K | 0.01% | −19−0.5% | Reduced |
| Studio Investment Management LLC | 3,703 | $320.5K | 0.09% | −58−1.5% | Reduced |
| Inspire Advisors, LLC | 3,741 | $323.8K | 0.06% | +9+0.2% | Added |
| Advisor Partners II, LLC | 3,875 | $335.4K | 0.01% | +106+2.8% | Added |
| QRG Capital Management, Inc. | 3,934 | $340.5K | 0.01% | +3,934 | New |
| GWM Advisors LLC | 3,961 | $342.9K | 0.00% | +664+20.1% | Added |
| Edgestream Partners, L.P. | 4,001 | $346.3K | 0.03% | +648+19.3% | Added |
| Scotia Capital Inc. | 4,035 | $349.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,049 | $350.0K | 0.04% | +4,049 | New |
| Navellier & Associates Inc | 4,091 | $354.1K | 0.06% | +1,174+40.2% | Added |
| Central Trust Co | 4,095 | $354.5K | 0.01% | +1,215+42.2% | Added |
| Winton Group Ltd | 4,109 | $355.7K | 0.03% | +805+24.4% | Added |
| Richard W. Paul & Associates, LLC | 4,159 | $360.0K | 0.16% | −165−3.8% | Reduced |
| Centiva Capital, LP | 4,402 | $381.0K | 0.02% | +4,402 | New |
| Mercer Global Advisors Inc | 4,410 | $382.0K | 0.00% | +1,764+66.7% | Added |
| Mariner, LLC | 4,745 | $410.8K | 0.00% | −245−4.9% | Reduced |
| Brown Advisory Inc | 4,767 | $412.6K | 0.00% | +10.0% | Added |
| Yorktown Management & Research Co Inc | 4,800 | $415.5K | 0.47% | +4,800 | New |
| Tower Research Capital LLC (TRC) | 4,833 | $418.3K | 0.01% | −9,774−66.9% | Reduced |
| Shelton Capital Management | 4,970 | $430.2K | 0.02% | −302−5.7% | Reduced |
| Harvest Investment Services, LLC | 4,979 | $431.0K | 0.28% | +4,979 | New |
| Revisor Wealth Management LLC | 4,981 | $431.2K | 0.37% | +1,962+65.0% | Added |
| Ibex Investors LLC | 5,000 | $432.8K | 0.49% | −3,500−41.2% | Reduced |
| SYSTM Wealth Solutions LLC | 5,106 | $441.9K | 0.07% | −158−3.0% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,288 | $460.1K | 0.00% | +5,288 | New |
| Guggenheim Capital LLC | 5,342 | $462.4K | 0.00% | +5,342 | New |
| CI Private Wealth, LLC | 5,371 | $464.9K | 0.00% | +5,371 | New |
| Utah Retirement Systems | 5,400 | $467.4K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,400 | $467.4K | 0.06% | +1,333+32.8% | Added |
| Citigroup Inc | 5,418 | $469.0K | 0.00% | −10,624−66.2% | Reduced |
| Integrated Advisors Network LLC | 5,448 | $471.6K | 0.03% | −88−1.6% | Reduced |
| MBM Wealth Consultants, LLC | 5,557 | $472.8K | 0.21% | +566+11.3% | Added |
| Alliance Wealth Advisors, LLC | 5,610 | $485.6K | 0.18% | −25−0.4% | Reduced |
| National Asset Management, Inc. | 5,612 | $485.7K | 0.01% | +531+10.5% | Added |
| ProShare Advisors LLC | 5,777 | $500.1K | 0.00% | −240−4.0% | Reduced |
| Inceptionr LLC | 5,809 | $502.8K | 0.29% | +5,809 | New |
| Wolverine Trading, LLC | 5,987 | $518.2K | 0.01% | −11,242−65.3% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $521.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,025 | $521.5K | 0.05% | 00.0% | Unchanged |
| Hyman Charles D | 6,100 | $528.0K | 0.03% | 00.0% | Unchanged |
| Virtu Financial LLC | 6,140 | $531.0K | 0.05% | +6,140 | New |
| Pathstone Family Office, LLC | 6,181 | $535.0K | 0.00% | +2,885+87.5% | Added |
| LVW Advisors, LLC | 6,270 | $542.7K | 0.12% | −2,572−29.1% | Reduced |
| Oliver Luxxe Assets LLC | 6,299 | $545.2K | 0.14% | +6,299 | New |
| Commonwealth Equity Services, LLC | 6,381 | $552.0K | 0.00% | +133+2.1% | Added |
| Eqis Capital Management, Inc. | 6,777 | $586.6K | 0.07% | +1,282+23.3% | Added |
| Retirement Planning Co of New England, Inc. | 6,940 | $600.7K | 0.33% | +6,940 | New |
| Mystic Asset Management, Inc. | 7,050 | $610.2K | 0.34% | +300+4.4% | Added |
| Precision Wealth Strategies, LLC | 7,204 | $623.6K | 0.68% | +261+3.8% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $630.0K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,346 | $635.9K | 0.00% | +1,510+25.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,363 | $637.4K | 0.38% | +902+14.0% | Added |
| Brown Brothers Harriman & Co | 7,421 | $642.4K | 0.01% | +7,421 | New |
| Magnetar Financial LLC | 7,535 | $652.2K | 0.02% | +7,535 | New |
| Baker Tilly Wealth Management, LLC | 7,677 | $664.5K | 0.11% | −1,776−18.8% | Reduced |
| Empowered Funds, LLC | 7,790 | $674.3K | 0.02% | +7,790 | New |
| Friedenthal Financial | 7,827 | $677.5K | 0.46% | +7,827 | New |
| Sciencast Management LP | 7,870 | $681.2K | 0.31% | +7,870 | New |
| Maryland State Retirement & Pension System | 7,886 | $682.6K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,889 | $683.0K | 0.00% | +1,346+20.6% | Added |
| PEAK6 Investments LLC | 7,994 | $692.0K | 0.03% | +7,994 | New |
| Crossmark Global Holdings, Inc. | 7,952 | $703.0K | 0.02% | −126−1.6% | Reduced |
| FourThought Financial Partners, LLC | 8,476 | $733.7K | 0.10% | −258−3.0% | Reduced |
| Captrust Financial Advisors | 8,528 | $738.2K | 0.00% | +4,066+91.1% | Added |
| Lloyd Advisory Services, LLC. | 8,635 | $747.5K | 0.25% | +8,635 | New |
| Norden Group LLC | 8,635 | $747.5K | 0.25% | +8,635 | New |
| Banco Santander, S.A. | 8,697 | $752.8K | 0.01% | +8,697 | New |
| Walleye Trading LLC | 8,948 | $774.5K | 0.02% | +8,948 | New |
| Virtus ETF Advisers LLC | 8,952 | $774.9K | 0.47% | −496−5.2% | Reduced |
| Strategic Investment Advisors | 8,998 | $778.9K | 0.13% | −160−1.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,000 | $779.0K | 0.00% | +9,000 | New |