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 |
|---|---|---|---|---|---|
| Uncommon Cents Investing LLC | 16,860 | $1.46M | 0.54% | −465−2.7% | Reduced |
| Credential Qtrade Securities Inc. | 16,330 | $1.41M | 0.09% | −4,934−23.2% | Reduced |
| National Bank of Canada | 16,373 | $1.41M | 0.00% | +254+1.6% | Added |
| Twin Tree Management, LP | 15,748 | $1.36M | 0.05% | +15,748 | New |
| Pin Oak Investment Advisors Inc | 14,665 | $1.27M | 1.43% | −125−0.8% | Reduced |
| Citadel Advisors LLC | 14,105 | $1.22M | 0.00% | +2,775+24.5% | Added |
| Voya Investment Management LLC | 14,080 | $1.22M | 0.00% | −116−0.8% | Reduced |
| Van Eck Associates Corp | 13,910 | $1.20M | 0.00% | +13,910 | New |
| State of Tennessee, Treasury Department | 13,508 | $1.17M | 0.00% | −48,800−78.3% | Reduced |
| Engineers Gate Manager LP | 13,324 | $1.15M | 0.04% | +3,766+39.4% | Added |
| CenterBook Partners LP | 13,206 | $1.14M | 0.14% | −3,316−20.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 12,922 | $1.12M | 0.11% | +12,922 | New |
| Independent Solutions Wealth Management, LLC | 12,824 | $1.11M | 0.31% | +643+5.3% | Added |
| Xponance, Inc. | 12,778 | $1.11M | 0.02% | +349+2.8% | Added |
| State of Alaska, Department of Revenue | 12,711 | $1.10M | 0.01% | −55−0.4% | Reduced |
| Pacer Advisors, Inc. | 12,340 | $1.07M | 0.00% | −10,561−46.1% | Reduced |
| JustInvest LLC | 12,249 | $1.06M | 0.03% | −30−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,066 | $1.04M | 0.00% | +12,066 | New |
| Jump Financial, LLC | 12,004 | $1.04M | 0.04% | −25,852−68.3% | Reduced |
| Toroso Investments, LLC | 11,702 | $1.01M | 0.03% | +133+1.1% | Added |
| Wealthsource Partners, LLC | 11,346 | $982.1K | 0.07% | −79−0.7% | Reduced |
| Prescott Group Capital Management, L.L.C. | 10,919 | $945.0K | 0.21% | +10,919 | New |
| Public Employees Retirement Association of Colorado | 10,765 | $932.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 10,024 | $867.7K | 0.00% | +745+8.0% | Added |
| Portside Wealth Group, LLC | 10,022 | $867.0K | 0.16% | −326−3.2% | Reduced |
| Aspire Private Capital, LLC | 9,975 | $863.5K | 0.28% | +749+8.1% | Added |
| Glenmede Trust Co NA | 9,962 | $862.3K | 0.00% | +9,962 | New |
| Advisor OS, LLC | 9,956 | $861.8K | 0.13% | −2,794−21.9% | Reduced |
| HighTower Advisors, LLC | 9,797 | $852.0K | 0.00% | +2,092+27.2% | Added |
| The PNC Financial Services Group, Inc. | 9,799 | $848.2K | 0.00% | +120+1.2% | Added |
| Credit Agricole S A | 9,725 | $841.8K | 0.03% | −4,791−33.0% | Reduced |
| Formidable Asset Management, LLC | 9,483 | $820.8K | 0.18% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 9,400 | $813.7K | 0.15% | +9,400 | New |
| Hennion & Walsh Asset Management, Inc. | 9,197 | $796.1K | 0.05% | +700+8.2% | Added |
| Global Endowment Management, LP | 9,182 | $794.8K | 0.09% | +9,182 | New |
| Securian Asset Management, Inc | 9,060 | $784.2K | 0.02% | −115−1.3% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,000 | $779.0K | 0.00% | +9,000 | New |
| Strategic Investment Advisors | 8,998 | $778.9K | 0.13% | −160−1.7% | Reduced |
| Virtus ETF Advisers LLC | 8,952 | $774.9K | 0.47% | −496−5.2% | Reduced |
| Walleye Trading LLC | 8,948 | $774.5K | 0.02% | +8,948 | New |
| Banco Santander, S.A. | 8,697 | $752.8K | 0.01% | +8,697 | New |
| 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 |
| Captrust Financial Advisors | 8,528 | $738.2K | 0.00% | +4,066+91.1% | Added |
| FourThought Financial Partners, LLC | 8,476 | $733.7K | 0.10% | −258−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 7,952 | $703.0K | 0.02% | −126−1.6% | Reduced |
| PEAK6 Investments LLC | 7,994 | $692.0K | 0.03% | +7,994 | New |
| MML Investors Services, LLC | 7,889 | $683.0K | 0.00% | +1,346+20.6% | Added |
| Maryland State Retirement & Pension System | 7,886 | $682.6K | 0.02% | 00.0% | Unchanged |
| Sciencast Management LP | 7,870 | $681.2K | 0.31% | +7,870 | New |
| Friedenthal Financial | 7,827 | $677.5K | 0.46% | +7,827 | New |
| Empowered Funds, LLC | 7,790 | $674.3K | 0.02% | +7,790 | New |
| Baker Tilly Wealth Management, LLC | 7,677 | $664.5K | 0.11% | −1,776−18.8% | Reduced |
| Magnetar Financial LLC | 7,535 | $652.2K | 0.02% | +7,535 | New |
| Brown Brothers Harriman & Co | 7,421 | $642.4K | 0.01% | +7,421 | New |
| Mitchell & Pahl Private Wealth, LLC | 7,363 | $637.4K | 0.38% | +902+14.0% | Added |
| Cetera Advisor Networks LLC | 7,346 | $635.9K | 0.00% | +1,510+25.9% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $630.0K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 7,204 | $623.6K | 0.68% | +261+3.8% | Added |
| Mystic Asset Management, Inc. | 7,050 | $610.2K | 0.34% | +300+4.4% | Added |
| Retirement Planning Co of New England, Inc. | 6,940 | $600.7K | 0.33% | +6,940 | New |
| Eqis Capital Management, Inc. | 6,777 | $586.6K | 0.07% | +1,282+23.3% | Added |
| Commonwealth Equity Services, LLC | 6,381 | $552.0K | 0.00% | +133+2.1% | Added |
| Oliver Luxxe Assets LLC | 6,299 | $545.2K | 0.14% | +6,299 | New |
| LVW Advisors, LLC | 6,270 | $542.7K | 0.12% | −2,572−29.1% | Reduced |
| Pathstone Family Office, LLC | 6,181 | $535.0K | 0.00% | +2,885+87.5% | Added |
| Virtu Financial LLC | 6,140 | $531.0K | 0.05% | +6,140 | New |
| Hyman Charles D | 6,100 | $528.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,025 | $521.5K | 0.05% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 6,043 | $521.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,987 | $518.2K | 0.01% | −11,242−65.3% | Reduced |
| Inceptionr LLC | 5,809 | $502.8K | 0.29% | +5,809 | New |
| ProShare Advisors LLC | 5,777 | $500.1K | 0.00% | −240−4.0% | Reduced |
| National Asset Management, Inc. | 5,612 | $485.7K | 0.01% | +531+10.5% | Added |
| Alliance Wealth Advisors, LLC | 5,610 | $485.6K | 0.18% | −25−0.4% | Reduced |
| MBM Wealth Consultants, LLC | 5,557 | $472.8K | 0.21% | +566+11.3% | Added |
| Integrated Advisors Network LLC | 5,448 | $471.6K | 0.03% | −88−1.6% | Reduced |
| Citigroup Inc | 5,418 | $469.0K | 0.00% | −10,624−66.2% | Reduced |
| 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 |
| CI Private Wealth, LLC | 5,371 | $464.9K | 0.00% | +5,371 | New |
| Guggenheim Capital LLC | 5,342 | $462.4K | 0.00% | +5,342 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,288 | $460.1K | 0.00% | +5,288 | New |
| SYSTM Wealth Solutions LLC | 5,106 | $441.9K | 0.07% | −158−3.0% | Reduced |
| Ibex Investors LLC | 5,000 | $432.8K | 0.49% | −3,500−41.2% | Reduced |
| Revisor Wealth Management LLC | 4,981 | $431.2K | 0.37% | +1,962+65.0% | Added |
| Harvest Investment Services, LLC | 4,979 | $431.0K | 0.28% | +4,979 | New |
| Shelton Capital Management | 4,970 | $430.2K | 0.02% | −302−5.7% | Reduced |
| Tower Research Capital LLC (TRC) | 4,833 | $418.3K | 0.01% | −9,774−66.9% | Reduced |
| Yorktown Management & Research Co Inc | 4,800 | $415.5K | 0.47% | +4,800 | New |
| Brown Advisory Inc | 4,767 | $412.6K | 0.00% | +10.0% | Added |
| Mariner, LLC | 4,745 | $410.8K | 0.00% | −245−4.9% | Reduced |
| Mercer Global Advisors Inc | 4,410 | $382.0K | 0.00% | +1,764+66.7% | Added |
| Centiva Capital, LP | 4,402 | $381.0K | 0.02% | +4,402 | New |
| Richard W. Paul & Associates, LLC | 4,159 | $360.0K | 0.16% | −165−3.8% | Reduced |
| Winton Group Ltd | 4,109 | $355.7K | 0.03% | +805+24.4% | Added |
| Central Trust Co | 4,095 | $354.5K | 0.01% | +1,215+42.2% | Added |
| Navellier & Associates Inc | 4,091 | $354.1K | 0.06% | +1,174+40.2% | Added |
| NBC Securities, Inc. | 4,049 | $350.0K | 0.04% | +4,049 | New |
| Scotia Capital Inc. | 4,035 | $349.3K | 0.00% | 00.0% | Unchanged |