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 |
|---|---|---|---|---|---|
| Treasurer of the State of North Carolina | 46,989 | $4.07M | 0.02% | +2,085+4.6% | Added |
| Pinebridge Investments, L.P. | 47,118 | $4.08M | 0.05% | −3,059−6.1% | Reduced |
| Bank of Montreal | 45,538 | $4.18M | 0.00% | −4,645−9.3% | Reduced |
| Harbor Advisors LLC | 49,558 | $4.29M | 0.92% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 49,633 | $4.30M | 0.05% | −815−1.6% | Reduced |
| Artisan Partners Limited Partnership | 50,460 | $4.37M | 0.01% | +3,141+6.6% | Added |
| PenderFund Capital Management Ltd. | 37,758 | $4.44M | 1.33% | −4,960−11.6% | Reduced |
| Comerica Bank | 52,557 | $4.55M | 0.02% | +5,470+11.6% | Added |
| Ghisallo Capital Management LLC | 54,300 | $4.70M | 0.48% | +54,300 | New |
| Chase Investment Counsel Corp | 54,514 | $4.72M | 2.35% | +6,063+12.5% | Added |
| Canada Pension Plan Investment Board | 55,813 | $4.83M | 0.01% | −1,807−3.1% | Reduced |
| Daiwa Securities Group Inc. | 56,044 | $4.85M | 0.03% | −11,200−16.7% | Reduced |
| State of New Jersey Common Pension Fund D | 56,399 | $4.88M | 0.02% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 56,600 | $4.90M | 0.67% | −25,700−31.2% | Reduced |
| LPL Financial LLC | 57,839 | $5.01M | 0.00% | +5,329+10.1% | Added |
| MetLife Investment Management | 61,188 | $5.30M | 0.04% | −471−0.8% | Reduced |
| First Trust Advisors LP | 61,270 | $5.30M | 0.01% | −5,456−8.2% | Reduced |
| Handelsbanken Fonder AB | 61,545 | $5.33M | 0.03% | +2,104+3.5% | Added |
| Great West Life Assurance Co | 63,415 | $5.49M | 0.01% | +5,032+8.6% | Added |
| Susquehanna Fundamental Investments, LLC | 64,904 | $5.62M | 0.36% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 65,428 | $5.66M | 0.01% | +4,625+7.6% | Added |
| Advisor Group Holdings, Inc. | 66,972 | $5.80M | 0.01% | +22,916+52.0% | Added |
| Assenagon Asset Management S.A. | 68,905 | $5.96M | 0.02% | +50,864+281.9% | Added |
| Mutual of America Capital Management LLC | 69,308 | $6.00M | 0.07% | −5,520−7.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 70,458 | $6.10M | 0.01% | +3,986+6.0% | Added |
| Amalgamated Bank | 71,555 | $6.19M | 0.05% | +10,722+17.6% | Added |
| Schonfeld Strategic Advisors LLC | 73,461 | $6.36M | 0.06% | −154,139−67.7% | Reduced |
| TownSquare Capital, LLC | 74,623 | $6.46M | 0.12% | −4,759−6.0% | Reduced |
| Qube Research & Technologies Ltd | 76,606 | $6.63M | 0.02% | +76,606 | New |
| AWH Capital, L.P. | 79,500 | $6.88M | 6.13% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 85,520 | $7.40M | 2.71% | +1,352+1.6% | Added |
| New York State Common Retirement Fund | 89,279 | $7.73M | 0.01% | −10,458−10.5% | Reduced |
| Hudson Bay Capital Management LP | 90,000 | $7.79M | 0.07% | +15,000+20.0% | Added |
| Texas Permanent School Fund | 90,850 | $7.86M | 0.08% | +166+0.2% | Added |
| Manufacturers Life Insurance Company, The | 91,082 | $7.88M | 0.00% | +14,114+18.3% | Added |
| Janus Henderson Group PLC | 91,317 | $7.90M | 0.01% | +23,338+34.3% | Added |
| State Board of Administration of Florida Retirement System | 94,957 | $8.22M | 0.02% | +520+0.6% | Added |
| KBC Group NV | 95,526 | $8.27M | 0.03% | +32,236+50.9% | Added |
| Agf Management Ltd | 100,000 | $8.66M | 0.06% | +100,000 | New |
| BNP Paribas Arbitrage, SA | 101,292 | $8.77M | 0.02% | −397−0.4% | Reduced |
| Truist Financial Corp | 102,551 | $8.88M | 0.01% | −2,191−2.1% | Reduced |
| California State Teachers Retirement System | 113,592 | $9.83M | 0.02% | −10,532−8.5% | Reduced |
| Prana Capital Management, LP | 115,891 | $10.0M | 0.65% | −272,460−70.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 117,445 | $10.2M | 0.25% | +99,227+544.7% | Added |
| Amundi | 127,463 | $10.8M | 0.01% | +27,598+27.6% | Added |
| SEI Investments Co | 126,357 | $10.9M | 0.02% | −6,494−4.9% | Reduced |
| Retirement Systems of Alabama | 133,567 | $11.6M | 0.05% | +841+0.6% | Added |
| Gabelli Funds LLC | 135,370 | $11.7M | 0.10% | −12,200−8.3% | Reduced |
| Heartland Advisors Inc | 136,976 | $11.9M | 0.67% | −37,250−21.4% | Reduced |
| Ameriprise Financial Inc | 142,650 | $12.3M | 0.00% | −505−0.4% | Reduced |
| Credit Suisse AG | 145,075 | $12.6M | 0.01% | −5,352−3.6% | Reduced |
| American Century Companies Inc | 147,335 | $12.8M | 0.01% | −13,569−8.4% | Reduced |
| Russell Investments Group, Ltd. | 150,146 | $13.0M | 0.03% | −2,682−1.8% | Reduced |
| American International Group, Inc. | 150,663 | $13.0M | 0.08% | −4,654−3.0% | Reduced |
| Park West Asset Management LLC | 158,104 | $13.7M | 1.26% | −16,896−9.7% | Reduced |
| Dana Investment Advisors, Inc. | 165,487 | $14.3M | 0.73% | +3,669+2.3% | Added |
| Gillson Capital LP | 166,326 | $14.4M | 1.07% | +73,374+78.9% | Added |
| Renaissance Technologies LLC | 167,100 | $14.5M | 0.02% | −81,600−32.8% | Reduced |
| Alliancebernstein L.P. | 168,686 | $14.6M | 0.01% | −75,104−30.8% | Reduced |
| State of Wisconsin Investment Board | 169,177 | $14.6M | 0.05% | +3,418+2.1% | Added |
| UBS Asset Management Americas Inc | 169,529 | $14.7M | 0.01% | +42,794+33.8% | Added |
| Brooktree Capital Management | 169,864 | $14.7M | 12.28% | −1,799−1.0% | Reduced |
| Victory Capital Management Inc | 172,038 | $14.9M | 0.02% | +72,574+73.0% | Added |
| Stony Point Capital LLC | 172,457 | $14.9M | 5.07% | −9,736−5.3% | Reduced |
| Janney Montgomery Scott LLC | 181,437 | $15.7M | 0.06% | +326+0.2% | Added |
| Susquehanna International Group, LLP | 183,459 | $15.9M | 0.02% | −703−0.4% | Reduced |
| Stifel Financial Corp | 192,940 | $16.7M | 0.02% | −46,477−19.4% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 200,000 | $17.3M | 1.41% | 00.0% | Unchanged |
| HSBC Holdings PLC | 202,093 | $17.5M | 0.02% | +2,093+1.0% | Added |
| Man Group plc | – | $17.6M | 0.05% | – | – |
| California Public Employees Retirement System | 208,034 | $18.0M | 0.02% | +17,604+9.2% | Added |
| Polar Capital Holdings Plc | 208,242 | $18.0M | 0.13% | +208,242 | New |
| D. E. Shaw & Co., Inc. | 210,841 | $18.3M | 0.03% | +132,822+170.2% | Added |
| Barclays PLC | 212,880 | $18.4M | 0.01% | +56,932+36.5% | Added |
| Swiss National Bank | 226,400 | $19.6M | 0.02% | +2,100+0.9% | Added |
| Owls Nest Partners IA, LLC | 230,278 | $19.9M | 6.46% | −21,469−8.5% | Reduced |
| Cantor Fitzgerald, L. P. | 230,695 | $20.0M | 0.54% | −130.0% | Reduced |
| Allianz Asset Management GmbH | 236,605 | $20.5M | 0.04% | +22,972+10.8% | Added |
| Hudson Way Capital Management LLC | 249,623 | $21.6M | 4.25% | +83,972+50.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 253,131 | $21.9M | 0.45% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 257,681 | $22.3M | 0.01% | +4,394+1.7% | Added |
| Federated Hermes, Inc. | 263,731 | $22.8M | 0.06% | −2,666−1.0% | Reduced |
| Legal & General Group Plc | 267,854 | $23.2M | 0.01% | +8,028+3.1% | Added |
| Dimensional Fund Advisors LP | 272,475 | $23.6M | 0.01% | +1,711+0.6% | Added |
| Envestnet Asset Management Inc | 280,808 | $24.3M | 0.01% | +17,969+6.8% | Added |
| STRS Ohio | 283,815 | $24.6M | 0.11% | +164,680+138.2% | Added |
| RV Capital GmbH | 288,747 | $25.0M | 7.63% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 292,533 | $25.3M | 0.00% | −77,050−20.8% | Reduced |
| Rhumbline Advisers | 309,731 | $26.8M | 0.03% | +7,195+2.4% | Added |
| Pictet Asset Management Holding SA | 330,076 | $28.6M | 0.04% | +330,076 | New |
| Oakcliff Capital Partners, LP | 339,647 | $29.4M | 20.19% | 00.0% | Unchanged |
| Cercano Management LLC | 351,758 | $30.4M | 1.08% | 00.0% | Unchanged |
| Holocene Advisors, LP | 351,843 | $30.5M | 0.14% | +351,843 | New |
| Royal Bank of Canada | 364,891 | $31.6M | 0.01% | −24,697−6.3% | Reduced |
| Raymond James & Associates | 377,952 | $32.7M | 0.03% | −105,442−21.8% | Reduced |
| Ensign Peak Advisors, Inc | 394,453 | $34.1M | 0.07% | −1330.0% | Reduced |
| Millennium Management LLC | 423,514 | $36.7M | 0.04% | +401,905+1,859.9% | Added |
| Goldman Sachs Group Inc | 426,708 | $36.9M | 0.01% | +176,097+70.3% | Added |
| Allspring Global Investments Holdings, LLC | 449,516 | $38.9M | 0.07% | −85,224−15.9% | Reduced |
| Antipodes Partners Ltd | 464,114 | $40.8M | 1.31% | −163,630−26.1% | Reduced |