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 |
|---|---|---|---|---|---|
| Junto Capital Management LP | 510,519 | $44.2M | 1.05% | −5,148−1.0% | Reduced |
| Empower Advisory Group, LLC | 518,859 | $44.9M | 0.20% | +6,584+1.3% | Added |
| Samlyn Capital, LLC | 533,629 | $46.2M | 0.82% | +4,699+0.9% | Added |
| Ancient Art, L.P. | 550,174 | $47.6M | 10.22% | −28,204−4.9% | Reduced |
| Bamco Inc | 555,818 | $48.1M | 0.14% | +139,101+33.4% | Added |
| Cooper Investors Pty Ltd | 585,344 | $48.6M | 3.88% | +585,344 | New |
| Invesco Ltd. | 567,283 | $49.1M | 0.01% | +397,729+234.6% | Added |
| Principal Financial Group Inc | 574,519 | $49.7M | 0.04% | +20,491+3.7% | Added |
| 1832 Asset Management L.P. | 706,363 | $61.1M | 0.13% | −642−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 723,962 | $62.7M | 0.02% | −223,585−23.6% | Reduced |
| Northern Trust Corp | 733,695 | $63.5M | 0.01% | +5,163+0.7% | Added |
| Jacobs Levy Equity Management, Inc | 749,643 | $64.9M | 0.38% | −1,570−0.2% | Reduced |
| TimesSquare Capital Management, LLC | 758,771 | $65.7M | 1.02% | −43,124−5.4% | Reduced |
| Neuberger Berman Group LLC | 785,072 | $68.0M | 0.06% | +523,591+200.2% | Added |
| Morgan Stanley | 837,496 | $72.5M | 0.01% | +91,020+12.2% | Added |
| Bronte Capital Management Pty Ltd. | 841,228 | $72.8M | 7.33% | +4,777+0.6% | Added |
| Coronation Fund Managers Ltd. | 922,825 | $79.9M | 2.40% | −8,195−0.9% | Reduced |
| Abrams Bison Investments, LLC | 929,600 | $80.5M | 8.84% | 00.0% | Unchanged |
| Wells Fargo & Company | 955,524 | $82.7M | 0.03% | −94,537−9.0% | Reduced |
| Bank of New York Mellon Corp | 985,585 | $85.3M | 0.02% | +11,333+1.2% | Added |
| Norges Bank | 1,155,293 | $100.0M | 0.02% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 1,598,545 | $138.4M | 0.02% | +64,301+4.2% | Added |
| FIL Ltd | 1,634,101 | $141.4M | 0.17% | +580,700+55.1% | Added |
| Select Equity Group, L.P. | 1,745,169 | $151.1M | 0.62% | −492,007−22.0% | Reduced |
| FMR LLC | 1,773,533 | $153.5M | 0.01% | +1,204,573+211.7% | Added |
| Jarislowsky, Fraser Ltd | 1,828,073 | $158.2M | 1.03% | −315,332−14.7% | Reduced |
| Bank of America Corp | 1,970,416 | $170.6M | 0.02% | −29,872−1.5% | Reduced |
| Marshall Wace, LLP | 2,541,679 | $220.0M | 0.47% | +94,140+3.8% | Added |
| Bares Capital Management, Inc. | 2,566,395 | $222.1M | 9.49% | −4,904−0.2% | Reduced |
| State Street Corp | 2,964,780 | $256.6M | 0.01% | +145,965+5.2% | Added |
| Greenwich Wealth Management LLC | 3,117,859 | $269.9M | 28.52% | +189,555+6.5% | Added |
| Cantillon Capital Management LLC | 3,819,629 | $330.6M | 2.45% | −14,839−0.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,371,599 | $551.5M | 1.57% | −1,197,661−15.8% | Reduced |
| Orbis Allan Gray Ltd | 8,149,137 | $705.4M | 5.07% | +1,3470.0% | Added |
| BlackRock Inc. | 9,007,138 | $779.7M | 0.02% | +249,209+2.8% | Added |
| Vanguard Group Inc | 9,566,830 | $828.1M | 0.02% | +308,236+3.3% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −444,087−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −118,851−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −101,530−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −46,435−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −46,073−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −41,554−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −30,525−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,506−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −18,784−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,020−100.0% | Sold out |
| Palouse Capital Management, Inc. | 0 | $0 | 0.00% | −12,772−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −11,256−100.0% | Sold out |
| Lynwood Capital Management Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,649−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −5,206−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −4,530−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −2,791−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −2,611−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −694−100.0% | Sold out |
| AM Squared Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Independence Bank of Kentucky | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| First Capital Advisors Group, LLC. | – | – | – | – | Not filed |
| Intercontinental Wealth Advisors, LLC | – | – | – | – | Not filed |
| Kistler-Tiffany Companies, LLC | – | – | – | – | Not filed |