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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.

Institutional holdersQ3 2023: 436 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ3 2023: $8.08B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Versant Capital Management, Inc54$4.67K0.00%00.0%Unchanged
Harbour Investments, Inc.52$4.50K0.00%+4+8.3%Added
HighMark Wealth Management LLC50$4.36K0.00%+15+42.9%Added
Cary Street Partner Investment Advisory LLC49$4.24K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.44$3.81K0.00%−18−29.0%Reduced
Huntington National Bank43$3.72K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc39$3.38K0.00%00.0%Unchanged
LGT Financial Advisors LLC37$3.20K0.00%+37New
Baker Avenue Asset Management, LP35$3.03K0.00%00.0%Unchanged
Earnest Partners LLC33$2.86K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.30$2.60K0.00%00.0%Unchanged
Sunbelt Securities, Inc.28$2.43K0.00%00.0%Unchanged
Gradient Investments LLC25$2.16K0.00%+25New
Avion Wealth25$2.00K0.00%+6+31.6%Added
Clearstead Advisors, LLC23$1.99K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC20$1.77K0.00%00.0%Unchanged
Bell Investment Advisors, Inc16$1.39K0.00%00.0%Unchanged
Headinvest, LLC15$1.28K0.00%+15New
Perritt Capital Management Inc14$1.21K0.00%+14New
Tucker Asset Management LLC13$1.13K0.00%+13New
Financial Management Professionals, Inc.8$1.00K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC7$1.00K0.00%00.0%Unchanged
Asset Dedication, LLC9$1.00K0.00%+9New
Capital Analysts, LLC11$1.00K0.00%+11New
Steward Financial Group LLC14$1.00K0.00%+14New
Orion Capital Management LLC9$7790.00%+9New
Prestige Wealth Management Group LLC6$5200.00%00.0%Unchanged
Horizon Investments, LLC6$5190.00%+6New
TD Waterhouse Canada Inc.6$5140.00%−4−40.0%Reduced
Abound Wealth Management5$4340.00%00.0%Unchanged
Hexagon Capital Partners LLC5$4330.00%00.0%Unchanged
SJS Investment Consulting Inc.5$4330.00%+1+25.0%Added
Farther Finance Advisors, LLC3$2600.00%00.0%Unchanged
VisionPoint Advisory Group, LLC3$2600.00%+3New
Glassman Wealth Services2$1730.00%00.0%Unchanged
Lazard Asset Management LLC5$00.00%+1+25.0%Added
Balyasny Asset Management LLC0$00.00%−444,087−100.0%Sold out
Cinctive Capital Management LP0$00.00%−118,851−100.0%Sold out
Taika Capital, LP0$00.00%−101,530−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−46,435−100.0%Sold out
Prelude Capital Management, LLC0$00.00%−46,073−100.0%Sold out
Ergoteles LLC0$00.00%−41,554−100.0%Sold out
Philadelphia Financial Management of San Francisco, LLC0$00.00%−30,525−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−27,200−100.0%Sold out
Prevail Innovative Wealth Advisors, LLC0$00.00%−26,506−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−22,100−100.0%Sold out
ING Groep NV0$00.00%−20,500−100.0%Sold out
Seven Eight Capital, LP0$00.00%−18,784−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−14,020−100.0%Sold out
Palouse Capital Management, Inc.0$00.00%−12,772−100.0%Sold out
FDx Advisors, Inc.0$00.00%−11,256−100.0%Sold out
Lynwood Capital Management Inc.0$00.00%−10,000−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−5,649−100.0%Sold out
Acadian Asset Management LLC0$00.00%−5,206−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−4,530−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−4,169−100.0%Sold out
Jackson Creek Investment Advisors LLC0$00.00%−4,044−100.0%Sold out
Caxton Associates LP0$00.00%−3,325−100.0%Sold out
Veritable, L.P.0$00.00%−3,294−100.0%Sold out
Verition Fund Management LLC0$00.00%−2,989−100.0%Sold out
Thrive Wealth Management, LLC0$00.00%−2,791−100.0%Sold out
Capital Asset Advisory Services LLC0$00.00%−2,611−100.0%Sold out
Aureus Asset Management, LLC0$00.00%−2,600−100.0%Sold out
MJP Associates Inc0$00.00%−2,586−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−2,500−100.0%Sold out
Harvest Fund Management Co., Ltd0$00.00%−1,096−100.0%Sold out
CVA Family Office, LLC0$00.00%−989−100.0%Sold out
Penserra Capital Management LLC0$00.00%−904−100.0%Sold out
Laffer Tengler Investments0$00.00%−694−100.0%Sold out
AM Squared Ltd0$00.00%−600−100.0%Sold out
FinTrust Capital Advisors, LLC0$00.00%−600−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−320−100.0%Sold out
Cutler Group LP0$00.00%−246−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−201−100.0%Sold out
Safeguard Financial, LLC0$00.00%−152−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−113−100.0%Sold out
Independence Bank of Kentucky0$00.00%−69−100.0%Sold out
Horan Securities, Inc.0$00.00%−66−100.0%Sold out
Robeco Institutional Asset Management B.V.0$00.00%−54−100.0%Sold out
Copeland Capital Management, LLC0$00.00%−54−100.0%Sold out
Ridgewood Investments LLC0$00.00%−54−100.0%Sold out
HM Payson & Co0$00.00%−48−100.0%Sold out
Sofos Investments, Inc.0$00.00%−83−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−15−100.0%Sold out
AdvisorNet Financial, Inc0$00.00%−15−100.0%Sold out
VitalStone Financial, LLC0$00.00%−17−100.0%Sold out
Disciplined Investments, LLC0$00.00%−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