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 3 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, Q4 2023
Institutional positions in Interactive Brokers Group, Inc. as of Dec 31, 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
- 456
- +24 vs. Q3 2023
- Shares held
- 93.2M
- +36.2K (0.0%) vs. Q3 2023
- Total value
- $7.72B
- −$356.2M (−4.4%) vs. Q3 2023
- New holders
- 79
- 154 more added
- Sold out
- 55
- 159 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,690,056 | $803.3M | 0.02% | +123,226+1.3% | Added |
| BlackRock Inc. | 9,020,185 | $747.8M | 0.02% | +13,047+0.1% | Added |
| Orbis Allan Gray Ltd | 7,768,911 | $644.0M | 4.04% | −380,226−4.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6,307,902 | $522.9M | 1.31% | −63,697−1.0% | Reduced |
| Cantillon Capital Management LLC | 3,728,869 | $309.1M | 2.07% | −90,760−2.4% | Reduced |
| Marshall Wace, LLP | 3,161,134 | $262.1M | 0.50% | +619,455+24.4% | Added |
| Greenwich Wealth Management LLC | 3,118,176 | $258.5M | 25.53% | +3170.0% | Added |
| State Street Corp | 3,094,951 | $256.6M | 0.01% | +130,171+4.4% | Added |
| Bares Capital Management, Inc. | 2,545,588 | $211.0M | 8.28% | −20,807−0.8% | Reduced |
| Jarislowsky, Fraser Ltd | 1,811,804 | $150.2M | 0.88% | −16,269−0.9% | Reduced |
| FMR LLC | 1,775,469 | $147.2M | 0.01% | +1,936+0.1% | Added |
| Geode Capital Management, LLC | 1,669,871 | $138.5M | 0.01% | +71,326+4.5% | Added |
| JPMorgan Chase & Co | 1,386,029 | $114.9M | 0.01% | +1,093,496+373.8% | Added |
| Neuberger Berman Group LLC | 1,220,475 | $101.2M | 0.09% | +435,403+55.5% | Added |
| FIL Ltd | 1,211,542 | $100.4M | 0.11% | −422,559−25.9% | Reduced |
| Coronation Fund Managers Ltd. | 1,196,179 | $99.2M | 2.76% | +273,354+29.6% | Added |
| Norges Bank | 1,175,821 | $97.5M | 0.02% | +20,528+1.8% | Added |
| Morgan Stanley | 979,623 | $81.2M | 0.01% | +142,127+17.0% | Added |
| Wells Fargo & Company | 968,669 | $80.3M | 0.02% | +13,145+1.4% | Added |
| Bank of New York Mellon Corp | 966,026 | $80.1M | 0.02% | −19,559−2.0% | Reduced |
| Goldman Sachs Group Inc | 951,211 | $78.9M | 0.02% | +524,503+122.9% | Added |
| Abrams Bison Investments, LLC | 912,000 | $75.6M | 7.58% | −17,600−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 840,852 | $69.7M | 0.02% | +116,890+16.1% | Added |
| Bronte Capital Management Pty Ltd. | 836,194 | $69.3M | 6.48% | −5,034−0.6% | Reduced |
| TimesSquare Capital Management, LLC | 808,806 | $67.0M | 0.99% | +50,035+6.6% | Added |
| Northern Trust Corp | 765,247 | $63.4M | 0.01% | +31,552+4.3% | Added |
| Bamco Inc | 737,534 | $61.1M | 0.16% | +181,716+32.7% | Added |
| Jacobs Levy Equity Management, Inc | 730,143 | $60.5M | 0.30% | −19,500−2.6% | Reduced |
| Holocene Advisors, LP | 702,100 | $58.2M | 0.23% | +350,257+99.5% | Added |
| Bank of America Corp | 693,374 | $57.5M | 0.01% | −1,277,042−64.8% | Reduced |
| 1832 Asset Management L.P. | 675,002 | $56.0M | 0.11% | −31,361−4.4% | Reduced |
| Cooper Investors Pty Ltd | 590,526 | $49.0M | 2.93% | +5,182+0.9% | Added |
| Pictet Asset Management Holding SA | 587,627 | $48.7M | 0.05% | +257,551+78.0% | Added |
| Invesco Ltd. | 559,048 | $46.3M | 0.01% | −8,235−1.5% | Reduced |
| Ancient Art, L.P. | 550,174 | $45.6M | 7.61% | 00.0% | Unchanged |
| Empower Advisory Group, LLC | 526,807 | $43.7M | 0.17% | +7,948+1.5% | Added |
| Royal Bank of Canada | 511,082 | $42.4M | 0.01% | +146,191+40.1% | Added |
| Principal Financial Group Inc | 481,049 | $39.9M | 0.03% | −93,470−16.3% | Reduced |
| Citadel Advisors LLC | 437,320 | $36.3M | 0.04% | +423,215+3,000.5% | Added |
| Balyasny Asset Management LLC | 404,631 | $33.5M | 0.09% | +404,631 | New |
| Raymond James & Associates | 390,183 | $32.3M | 0.02% | +12,231+3.2% | Added |
| Ensign Peak Advisors, Inc | 389,204 | $32.3M | 0.06% | −5,249−1.3% | Reduced |
| Antipodes Partners Ltd | 356,989 | $29.6M | 0.92% | −107,125−23.1% | Reduced |
| Cercano Management LLC | 351,758 | $29.2M | 0.96% | 00.0% | Unchanged |
| Millennium Management LLC | 340,596 | $28.2M | 0.03% | −82,918−19.6% | Reduced |
| Oakcliff Capital Partners, LP | 339,647 | $28.2M | 17.72% | 00.0% | Unchanged |
| RV Capital GmbH | 309,947 | $25.7M | 7.43% | +21,200+7.3% | Added |
| Rhumbline Advisers | 302,742 | $25.1M | 0.03% | −6,989−2.3% | Reduced |
| Envestnet Asset Management Inc | 285,838 | $23.7M | 0.01% | +5,030+1.8% | Added |
| Dimensional Fund Advisors LP | 276,180 | $22.9M | 0.01% | +3,705+1.4% | Added |
| Nuveen Asset Management, LLC | 262,917 | $21.8M | 0.01% | +5,236+2.0% | Added |
| Federated Hermes, Inc. | 258,755 | $21.5M | 0.05% | −4,976−1.9% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 254,713 | $21.1M | 0.40% | +1,582+0.6% | Added |
| Legal & General Group Plc | 253,505 | $21.0M | 0.01% | −14,349−5.4% | Reduced |
| Assenagon Asset Management S.A. | 244,099 | $20.2M | 0.06% | +175,194+254.3% | Added |
| Select Equity Group, L.P. | 242,022 | $20.1M | 0.07% | −1,503,147−86.1% | Reduced |
| Polar Capital Holdings Plc | 237,284 | $19.7M | 0.14% | +29,042+13.9% | Added |
| Hudson Way Capital Management LLC | 221,348 | $18.3M | 3.44% | −28,275−11.3% | Reduced |
| Man Group plc | 209,881 | $17.4M | 0.05% | – | – |
| HSBC Holdings PLC | 207,000 | $17.2M | 0.02% | +4,907+2.4% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 207,000 | $17.2M | 1.27% | +7,000+3.5% | Added |
| California Public Employees Retirement System | 202,260 | $16.8M | 0.01% | −5,774−2.8% | Reduced |
| Swiss National Bank | 200,300 | $16.6M | 0.01% | −26,100−11.5% | Reduced |
| State of Wisconsin Investment Board | 196,564 | $16.3M | 0.05% | +27,387+16.2% | Added |
| Woodson Capital Management, LP | 193,000 | $16.0M | 3.72% | +193,000 | New |
| Stifel Financial Corp | 191,262 | $15.9M | 0.02% | −1,678−0.9% | Reduced |
| Bridgewater Associates, LP | 185,098 | $15.3M | 0.09% | +147,109+387.2% | Added |
| Jane Street Group, LLC | 180,761 | $15.0M | 0.02% | +133,884+285.6% | Added |
| Allianz Asset Management GmbH | 170,095 | $14.1M | 0.03% | −66,510−28.1% | Reduced |
| UBS Asset Management Americas Inc | 168,264 | $13.9M | 0.01% | −1,265−0.7% | Reduced |
| Alliancebernstein L.P. | 164,229 | $13.6M | 0.01% | −4,457−2.6% | Reduced |
| Hosking Partners LLP | 163,208 | $13.5M | 0.57% | +140,196+609.2% | Added |
| Smith Group Asset Management, LLC | 163,091 | $13.5M | 0.79% | +163,091 | New |
| American Century Companies Inc | 159,516 | $13.2M | 0.01% | +12,181+8.3% | Added |
| Brooktree Capital Management | 158,073 | $13.1M | 10.59% | −11,791−6.9% | Reduced |
| Dana Investment Advisors, Inc. | 155,710 | $12.9M | 0.62% | −9,777−5.9% | Reduced |
| Renaissance Technologies LLC | 150,700 | $12.5M | 0.02% | −16,400−9.8% | Reduced |
| Russell Investments Group, Ltd. | 148,398 | $12.3M | 0.02% | −1,748−1.2% | Reduced |
| Credit Suisse AG | 146,518 | $12.2M | 0.01% | +1,443+1.0% | Added |
| American International Group, Inc. | 144,524 | $12.0M | 0.05% | −6,139−4.1% | Reduced |
| Owls Nest Partners IA, LLC | 141,849 | $11.8M | 3.07% | −88,429−38.4% | Reduced |
| Victory Capital Management Inc | 140,502 | $11.6M | 0.01% | −31,536−18.3% | Reduced |
| Ameriprise Financial Inc | 135,246 | $11.2M | 0.00% | −7,404−5.2% | Reduced |
| Retirement Systems of Alabama | 134,030 | $11.1M | 0.05% | +463+0.3% | Added |
| Gabelli Funds LLC | 132,049 | $10.9M | 0.08% | −3,321−2.5% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 169,846 | $10.9M | 0.15% | +169,846 | New |
| Unisphere Establishment | 122,500 | $10.2M | 0.11% | +122,500 | New |
| D. E. Shaw & Co., Inc. | 120,735 | $10.0M | 0.01% | −90,106−42.7% | Reduced |
| BlackBarn Capital Partners LP | 120,000 | $9.95M | 6.57% | +120,000 | New |
| First Trust Advisors LP | 116,557 | $9.66M | 0.01% | +55,287+90.2% | Added |
| Qube Research & Technologies Ltd | 115,508 | $9.58M | 0.02% | +38,902+50.8% | Added |
| SEI Investments Co | 114,132 | $9.46M | 0.02% | −12,225−9.7% | Reduced |
| California State Teachers Retirement System | 107,842 | $8.94M | 0.01% | −5,750−5.1% | Reduced |
| KBC Group NV | 102,400 | $8.49M | 0.03% | +6,874+7.2% | Added |
| Janus Henderson Group PLC | 99,119 | $8.22M | 0.00% | +7,802+8.5% | Added |
| Cubist Systematic Strategies, LLC | 99,039 | $8.21M | 0.10% | +99,039 | New |
| Agf Management Ltd | 97,805 | $8.11M | 0.05% | −2,195−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 95,231 | $7.89M | 0.02% | +274+0.3% | Added |
| Squarepoint Ops LLC | 93,904 | $7.78M | 0.03% | +93,904 | New |
| Barclays PLC | 93,391 | $7.74M | 0.00% | −119,489−56.1% | Reduced |