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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 4,001 | $346.3K | 0.03% | +648+19.3% | Added |
| GWM Advisors LLC | 3,961 | $342.9K | 0.00% | +664+20.1% | Added |
| QRG Capital Management, Inc. | 3,934 | $340.5K | 0.01% | +3,934 | New |
| Advisor Partners II, LLC | 3,875 | $335.4K | 0.01% | +106+2.8% | Added |
| Inspire Advisors, LLC | 3,741 | $323.8K | 0.06% | +9+0.2% | Added |
| Studio Investment Management LLC | 3,703 | $320.5K | 0.09% | −58−1.5% | Reduced |
| Advisory Services Network, LLC | 3,659 | $316.7K | 0.01% | −19−0.5% | Reduced |
| Alps Advisors Inc | 3,573 | $309.3K | 0.00% | −382−9.7% | Reduced |
| First Hawaiian Bank | 3,524 | $305.0K | 0.01% | +3,524 | New |
| AQR Capital Management LLC | 3,495 | $302.5K | 0.00% | +129+3.8% | Added |
| Oppenheimer & Co Inc | 3,479 | $301.1K | 0.01% | +12+0.3% | Added |
| Hyperion Capital Advisors LP | 3,413 | $295.4K | 0.16% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 3,380 | $292.6K | 0.11% | +3,380 | New |
| EverSource Wealth Advisors, LLC | 3,326 | $287.9K | 0.03% | −975−22.7% | Reduced |
| Fox Run Management, L.L.C. | 3,237 | $280.2K | 0.08% | +3,237 | New |
| Axxcess Wealth Management, LLC | 3,149 | $272.6K | 0.01% | −630−16.7% | Reduced |
| Synergy Financial Group, LTD | 3,126 | $270.6K | 0.38% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 2,967 | $257.0K | 0.00% | +2,967 | New |
| GTS Securities LLC | 2,960 | $256.2K | 0.01% | −701−19.1% | Reduced |
| CIBC Asset Management Inc | 2,905 | $251.5K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 2,889 | $250.1K | 0.01% | −285−9.0% | Reduced |
| Davenport & Co LLC | 2,837 | $245.6K | 0.00% | −158−5.3% | Reduced |
| Leeward Financial Partners, LLC | 2,834 | $245.3K | 0.14% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,825 | $244.5K | 0.00% | +2,825 | New |
| Gamco Investors, Inc. Et Al | 2,750 | $238.0K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 2,699 | $233.6K | 0.04% | −847−23.9% | Reduced |
| Cottonwood Capital Advisors, LLC | 2,622 | $227.0K | 0.21% | +2,622 | New |
| Jefferies Financial Group Inc. | 2,579 | $223.2K | 0.01% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 2,679 | $222.5K | 0.16% | −37−1.4% | Reduced |
| DFPG Investments, LLC | 2,702 | $221.7K | 0.02% | −4,314−61.5% | Reduced |
| Crewe Advisors LLC | 2,548 | $220.6K | 0.04% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 2,459 | $212.9K | 0.13% | +2,459 | New |
| Kestra Advisory Services, LLC | 2,426 | $210.0K | 0.00% | −821−25.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,360 | $204.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 2,360 | $204.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,279 | $197.3K | 0.02% | +554+32.1% | Added |
| USA Financial Portformulas Corp | 2,184 | $189.0K | 0.28% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,735 | $150.0K | 0.00% | −4,064−70.1% | Reduced |
| Ossiam | 1,648 | $142.7K | 0.00% | −13−0.8% | Reduced |
| Raleigh Capital Management Inc. | 1,568 | $135.7K | 0.07% | +218+16.1% | Added |
| Macquarie Group Ltd | 1,350 | $116.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,247 | $107.9K | 0.00% | −9,410−88.3% | Reduced |
| Signaturefd, LLC | 1,237 | $107.1K | 0.00% | +722+140.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,166 | $100.9K | 0.00% | +740+173.7% | Added |
| CWM, LLC | 1,151 | $100.0K | 0.00% | +263+29.6% | Added |
| Assetmark, Inc | 1,120 | $96.9K | 0.00% | −162−12.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,100 | $95.2K | 0.08% | +1,100 | New |
| Ci Investments Inc. | 965 | $84.0K | 0.00% | +18+1.9% | Added |
| Allworth Financial LP | 910 | $78.7K | 0.00% | +638+234.6% | Added |
| Bay Harbor Wealth Management, LLC | 899 | $77.8K | 0.03% | +12+1.4% | Added |
| GHP Investment Advisors, Inc. | 887 | $75.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 851 | $73.7K | 0.00% | +803+1,672.9% | Added |
| Steward Partners Investment Advisory, LLC | 752 | $65.1K | 0.00% | +150+24.9% | Added |
| GeoWealth Management, LLC | 720 | $63.0K | 0.01% | +523+265.5% | Added |
| Quent Capital, LLC | 720 | $62.3K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 715 | $61.9K | 0.03% | −123−14.7% | Reduced |
| Asset Management One Co.,Ltd. | 609 | $52.7K | 0.00% | −111−15.4% | Reduced |
| Lindbrook Capital, LLC | 538 | $46.6K | 0.01% | +10+1.9% | Added |
| Headlands Technologies LLC | 459 | $39.7K | 0.02% | +459 | New |
| Whittier Trust Co of Nevada Inc | 451 | $39.0K | 0.00% | −122−21.3% | Reduced |
| Natixis | 447 | $38.7K | 0.00% | −142−24.1% | Reduced |
| Benjamin Edwards Inc | 414 | $36.0K | 0.01% | −132−24.2% | Reduced |
| Westpac Banking Corp | 380 | $32.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 379 | $32.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 377 | $32.7K | 0.00% | +14+3.9% | Added |
| Pinnacle Financial Partners Inc | 370 | $32.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 309 | $27.0K | 0.00% | −43−12.2% | Reduced |
| SRS Capital Advisors, Inc. | 302 | $26.1K | 0.00% | −70−18.8% | Reduced |
| Venturi Wealth Management, LLC | 280 | $24.2K | 0.00% | −87−23.7% | Reduced |
| DT Investment Partners, LLC | 280 | $24.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $24.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 278 | $24.1K | 0.00% | −740−72.7% | Reduced |
| Parkside Financial Bank & Trust | 273 | $23.6K | 0.01% | +8+3.0% | Added |
| Massmutual Trust Co FSB | 270 | $23.4K | 0.00% | +61+29.2% | Added |
| Private Trust Co NA | 250 | $21.6K | 0.00% | −33−11.7% | Reduced |
| Adirondack Trust Co | 250 | $21.6K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 211 | $18.3K | 0.01% | +67+46.5% | Added |
| Covestor Ltd | 209 | $18.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $17.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 197 | $17.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 191 | $16.0K | 0.00% | +191 | New |
| Stonebridge Capital Advisors LLC | 173 | $15.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 162 | $14.0K | 0.00% | +13+8.7% | Added |
| Leonteq Securities AG | 161 | $13.9K | 0.00% | +22+15.8% | Added |
| Blume Capital Management, Inc. | 159 | $13.8K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 144 | $12.5K | 0.00% | +144 | New |
| Bessemer Group Inc | 130 | $11.0K | 0.00% | +47+56.6% | Added |
| Kapitalo Investimentos Ltda | 127 | $11.0K | 0.00% | −174−57.8% | Reduced |
| Carmel Capital Partners, LLC | 114 | $9.87K | 0.00% | +89+356.0% | Added |
| Parallel Advisors, LLC | 113 | $9.78K | 0.00% | +5+4.6% | Added |
| Perkins Coie Trust Co | 109 | $9.43K | 0.00% | +109 | New |
| Larson Financial Group LLC | 106 | $9.18K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $9.00K | 0.00% | +104 | New |
| Harbor Investment Advisory, LLC | 100 | $8.66K | 0.00% | −100−50.0% | Reduced |
| 7G Capital Management, LLC | 100 | $8.66K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 94 | $8.00K | 0.00% | −3,371−97.3% | Reduced |
| ORG Partners LLC | 87 | $7.53K | 0.00% | −13−13.0% | Reduced |
| Wolff Wiese Magana LLC | 85 | $7.36K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 81 | $7.01K | 0.00% | −48−37.2% | Reduced |
| Whittier Trust Co | 75 | $6.49K | 0.00% | +75 | New |