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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 9,060 | $784.2K | 0.02% | −115−1.3% | Reduced |
| Global Endowment Management, LP | 9,182 | $794.8K | 0.09% | +9,182 | New |
| Hennion & Walsh Asset Management, Inc. | 9,197 | $796.1K | 0.05% | +700+8.2% | Added |
| Qsemble Capital Management, LP | 9,400 | $813.7K | 0.15% | +9,400 | New |
| Formidable Asset Management, LLC | 9,483 | $820.8K | 0.18% | 00.0% | Unchanged |
| Credit Agricole S A | 9,725 | $841.8K | 0.03% | −4,791−33.0% | Reduced |
| The PNC Financial Services Group, Inc. | 9,799 | $848.2K | 0.00% | +120+1.2% | Added |
| HighTower Advisors, LLC | 9,797 | $852.0K | 0.00% | +2,092+27.2% | Added |
| Advisor OS, LLC | 9,956 | $861.8K | 0.13% | −2,794−21.9% | Reduced |
| Glenmede Trust Co NA | 9,962 | $862.3K | 0.00% | +9,962 | New |
| Aspire Private Capital, LLC | 9,975 | $863.5K | 0.28% | +749+8.1% | Added |
| Portside Wealth Group, LLC | 10,022 | $867.0K | 0.16% | −326−3.2% | Reduced |
| Creative Planning | 10,024 | $867.7K | 0.00% | +745+8.0% | Added |
| Public Employees Retirement Association of Colorado | 10,765 | $932.0K | 0.00% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 10,919 | $945.0K | 0.21% | +10,919 | New |
| Wealthsource Partners, LLC | 11,346 | $982.1K | 0.07% | −79−0.7% | Reduced |
| Toroso Investments, LLC | 11,702 | $1.01M | 0.03% | +133+1.1% | Added |
| Jump Financial, LLC | 12,004 | $1.04M | 0.04% | −25,852−68.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,066 | $1.04M | 0.00% | +12,066 | New |
| JustInvest LLC | 12,249 | $1.06M | 0.03% | −30−0.2% | Reduced |
| Pacer Advisors, Inc. | 12,340 | $1.07M | 0.00% | −10,561−46.1% | Reduced |
| State of Alaska, Department of Revenue | 12,711 | $1.10M | 0.01% | −55−0.4% | Reduced |
| Xponance, Inc. | 12,778 | $1.11M | 0.02% | +349+2.8% | Added |
| Independent Solutions Wealth Management, LLC | 12,824 | $1.11M | 0.31% | +643+5.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 12,922 | $1.12M | 0.11% | +12,922 | New |
| CenterBook Partners LP | 13,206 | $1.14M | 0.14% | −3,316−20.1% | Reduced |
| Engineers Gate Manager LP | 13,324 | $1.15M | 0.04% | +3,766+39.4% | Added |
| State of Tennessee, Treasury Department | 13,508 | $1.17M | 0.00% | −48,800−78.3% | Reduced |
| Van Eck Associates Corp | 13,910 | $1.20M | 0.00% | +13,910 | New |
| Voya Investment Management LLC | 14,080 | $1.22M | 0.00% | −116−0.8% | Reduced |
| Citadel Advisors LLC | 14,105 | $1.22M | 0.00% | +2,775+24.5% | Added |
| Pin Oak Investment Advisors Inc | 14,665 | $1.27M | 1.43% | −125−0.8% | Reduced |
| Twin Tree Management, LP | 15,748 | $1.36M | 0.05% | +15,748 | New |
| National Bank of Canada | 16,373 | $1.41M | 0.00% | +254+1.6% | Added |
| Credential Qtrade Securities Inc. | 16,330 | $1.41M | 0.09% | −4,934−23.2% | Reduced |
| Uncommon Cents Investing LLC | 16,860 | $1.46M | 0.54% | −465−2.7% | Reduced |
| Natixis Advisors, L.P. | 17,162 | $1.49M | 0.00% | +267+1.6% | Added |
| Deutsche Bank AG | 17,285 | $1.50M | 0.00% | −36,310−67.7% | Reduced |
| Cetera Investment Advisers | 17,353 | $1.50M | 0.01% | −82−0.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,024 | $1.56M | 0.01% | +2,611+16.9% | Added |
| Neo Ivy Capital Management | 18,516 | $1.60M | 0.70% | +18,516 | New |
| Vontobel Holding Ltd. | 18,804 | $1.63M | 0.02% | +5,205+38.3% | Added |
| Quantbot Technologies LP | 18,831 | $1.63M | 0.11% | −5,060−21.2% | Reduced |
| Insight Wealth Strategies, LLC | 19,668 | $1.70M | 0.33% | +1,482+8.1% | Added |
| Two Sigma Investments, LP | 19,800 | $1.71M | 0.00% | 00.0% | Unchanged |
| Cumberland Partners Ltd | 20,000 | $1.73M | 0.17% | +3,500+21.2% | Added |
| KB Financial Partners, LLC | 20,404 | $1.77M | 0.51% | +176+0.9% | Added |
| Fifth Third Bancorp | 20,447 | $1.77M | 0.01% | −37,879−64.9% | Reduced |
| Resources Investment Advisors, LLC. | 20,456 | $1.77M | 0.04% | +191+0.9% | Added |
| Darwin Advisors, LLC | 20,504 | $1.77M | 0.48% | +20,504 | New |
| Toronto Dominion Bank | 20,795 | $1.80M | 0.00% | +19,910+2,249.7% | Added |
| Vestcor Inc | 20,971 | $1.81M | 0.07% | +7,654+57.5% | Added |
| New Mexico Educational Retirement Board | 21,060 | $1.82M | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 21,152 | $1.83M | 0.08% | −8,379−28.4% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 21,662 | $1.88M | 0.02% | −28,124−56.5% | Reduced |
| Wellington Management Group LLP | 22,083 | $1.91M | 0.00% | +79+0.4% | Added |
| Exchange Traded Concepts, LLC | 22,372 | $1.94M | 0.05% | +8,281+58.8% | Added |
| Dynamic Technology Lab Private Ltd | 22,580 | $1.96M | 0.20% | +18,243+420.6% | Added |
| Wealthfront Advisers LLC | 22,590 | $1.96M | 0.01% | +12,852+132.0% | Added |
| Hosking Partners LLP | 23,012 | $1.99M | 0.09% | −542−2.3% | Reduced |
| USS Investment Management Ltd | 23,247 | $2.01M | 0.02% | +646+2.9% | Added |
| Cozad Asset Management Inc | 23,535 | $2.04M | 0.26% | −8,920−27.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,725 | $2.05M | 0.06% | +836+3.7% | Added |
| Ameritas Investment Partners, Inc. | 23,991 | $2.08M | 0.08% | −1,729−6.7% | Reduced |
| AE Wealth Management LLC | 25,092 | $2.17M | 0.01% | +898+3.7% | Added |
| State of Michigan Retirement System | 25,579 | $2.21M | 0.01% | +200+0.8% | Added |
| UBS Group AG | 25,801 | $2.23M | 0.00% | −40,751−61.2% | Reduced |
| Epacria Capital Partners, LLC | 26,019 | $2.25M | 1.86% | 00.0% | Unchanged |
| Prudential Financial Inc | 26,651 | $2.31M | 0.00% | −262−1.0% | Reduced |
| M&T Bank Corp | 26,698 | $2.31M | 0.01% | −1,866−6.5% | Reduced |
| Thrivent Financial for Lutherans | 26,785 | $2.32M | 0.01% | +201+0.8% | Added |
| Aquatic Capital Management LLC | 27,000 | $2.34M | 0.10% | +27,000 | New |
| Nordea Investment Management AB | 28,063 | $2.45M | 0.00% | −2,332−7.7% | Reduced |
| TriaGen Wealth Management LLC | 29,212 | $2.53M | 1.29% | +19,745+208.6% | Added |
| US Bancorp | 29,279 | $2.53M | 0.00% | +1,017+3.6% | Added |
| Arizona State Retirement System | 29,325 | $2.54M | 0.02% | +395+1.4% | Added |
| Martingale Asset Management L P | 29,463 | $2.55M | 0.05% | +9,700+49.1% | Added |
| Algert Global LLC | 29,488 | $2.55M | 0.12% | −640−2.1% | Reduced |
| Oregon Public Employees Retirement Fund | 29,992 | $2.60M | 0.04% | +283+1.0% | Added |
| EULAV Asset Management | 30,021 | $2.60M | 0.10% | −2,979−9.0% | Reduced |
| Los Angeles Capital Management LLC | 30,142 | $2.61M | 0.01% | −40,296−57.2% | Reduced |
| Louisiana State Employees Retirement System | 30,300 | $2.62M | 0.06% | +200+0.7% | Added |
| Vestmark Advisory Solutions, Inc. | 30,680 | $2.66M | 0.19% | −57,863−65.4% | Reduced |
| NewEdge Wealth, LLC | 30,680 | $2.66M | 0.08% | −8,551−21.8% | Reduced |
| SkyView Investment Advisors, LLC | 31,345 | $2.71M | 1.10% | −8,112−20.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 33,756 | $2.92M | 0.03% | −5,028−13.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 35,170 | $3.04M | 0.03% | +16,996+93.5% | Added |
| Gotham Asset Management, LLC | 36,163 | $3.13M | 0.06% | −105−0.3% | Reduced |
| Redwood Investments, LLC | 36,792 | $3.18M | 0.43% | −327−0.9% | Reduced |
| Atria Investments LLC | 37,157 | $3.22M | 0.06% | −3,064−7.6% | Reduced |
| Bridgewater Associates, LP | 37,989 | $3.29M | 0.02% | −434,821−92.0% | Reduced |
| Teacher Retirement System of Texas | 40,624 | $3.52M | 0.02% | +2,147+5.6% | Added |
| Public Employees Retirement System of Ohio | 41,434 | $3.59M | 0.02% | −3,993−8.8% | Reduced |
| Bank of Nova Scotia | 43,371 | $3.75M | 0.01% | −12,281−22.1% | Reduced |
| Walleye Capital LLC | 43,764 | $3.79M | 0.06% | +21,776+99.0% | Added |
| Price T Rowe Associates Inc | 44,527 | $3.85M | 0.00% | +2,001+4.7% | Added |
| Graham Capital Management, L.P. | 44,762 | $3.87M | 0.12% | +44,762 | New |
| CWM Advisors, LLC | 44,842 | $3.88M | 0.50% | −12,787−22.2% | Reduced |
| Rockefeller Capital Management L.P. | 45,392 | $3.93M | 0.02% | −67,359−59.7% | Reduced |
| Jane Street Group, LLC | 46,877 | $4.06M | 0.01% | −32,762−41.1% | Reduced |