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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 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.

Q4 2023 vs. Q3 2023

How the institutions holding Interactive Brokers Group, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of IBKR: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders4364456+24
Shares93.2M30.5K93.2M+36.2K (0.0%)
Value$8.08B$2.64M$7.72B−$356.2M (−4.4%)

4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (79)

Institutions that held Interactive Brokers Group, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to IBKR in Q4 2023
InstitutionSharesValue% of portfolio
Balyasny Asset Management LLC404,631$33.5M0.09%
Woodson Capital Management, LP193,000$16.0M3.72%
Smith Group Asset Management, LLC163,091$13.5M0.79%
Aware Super Pty Ltd as trustee of Aware Super169,846$10.9M0.15%
Unisphere Establishment122,500$10.2M0.11%
BlackBarn Capital Partners LP120,000$9.95M6.57%
Cubist Systematic Strategies, LLC99,039$8.21M0.10%
Squarepoint Ops LLC93,904$7.78M0.03%
Trexquant Investment LP85,395$7.08M0.16%
Firetrail Investments Pty Ltd77,899$7.04M5.19%
Winmill & Co. Inc81,800$6.78M2.17%
Susquehanna Portfolio Strategies, LLC64,155$5.32M0.09%
Ellsworth Advisors, LLC50,031$4.15M1.31%
Simplex Trading, LLC40,029$3.32M0.10%
Noked Israel Ltd40,000$3.32M0.87%
Verition Fund Management LLC37,200$3.08M0.03%
IMC-Chicago, LLC33,174$2.75M0.09%
Warther Private Wealth, LLC29,330$2.43M1.36%
Quinn Opportunity Partners LLC23,754$1.97M0.23%
Lecap Asset Management Ltd23,042$1.91M0.70%
AIA Group Ltd22,200$1.84M0.08%
Lansing Management LP21,812$1.81M1.93%
HRT Financial LP21,148$1.75M0.01%
Versor Investments LP15,300$1.27M0.26%
D.A. Davidson & Co.13,155$1.09M0.01%
Two Sigma Securities, LLC11,355$941.3K0.04%
VCI Wealth Management LLC10,229$847.9K0.52%
Gator Capital Management, LLC10,200$845.6K0.47%
Group One Trading, L.P.9,994$828.5K0.03%
Pathstone Holdings, LLC9,981$827.4K0.00%
Wintrust Investments LLC9,535$790.0K0.08%
Axq Capital, LP9,200$762.7K0.20%
Lebenthal Global Advisors, LLC7,377$611.6K0.14%
Concurrent Investment Advisors, LLC7,151$592.7K0.03%
Everpar Advisors LLC6,610$548.0K0.26%
Eschler Asset Management LLP6,111$507.0K0.40%
Campbell & CO Investment Adviser LLC5,957$493.8K0.04%
Fiduciary Family Office, LLC5,887$488.0K0.21%
Stephens Inc5,502$456.1K0.01%
HighPoint Advisor Group LLC4,157$454.0K0.03%
Blueshift Asset Management, LLC5,164$428.1K0.23%
Intech Investment Management LLC5,155$427.4K0.01%
Avestar Capital, LLC4,720$391.3K0.05%
Quadrature Capital Ltd4,432$367.4K0.01%
Heritage Wealth Management, LLC3,873$321.1K0.17%
Scientech Research LLC3,204$265.6K0.26%
Ethic Inc.2,836$235.1K0.01%
L2 Asset Management, LLC2,742$227.3K0.09%
Systematic Portfolios LLC2,701$223.9K0.68%
Private Advisor Group, LLC2,688$222.8K0.00%
Cresset Asset Management, LLC2,682$222.3K0.00%
Meeder Asset Management Inc2,535$210.2K0.02%
Edmond de Rothschild Holding S.A.2,366$196.1K0.00%
Cutler Group LP1,670$138.0K0.02%
EntryPoint Capital, LLC1,108$91.9K0.09%
CVA Family Office, LLC905$75.0K0.01%
Principal Securities, Inc.478$39.6K0.00%
Chiron Investment Management, LLC442$36.6K0.01%
Rakuten Securities, Inc.407$33.7K0.03%
Global X Japan Co., Ltd.383$31.8K0.02%
Contravisory Investment Management, Inc.299$24.8K0.01%
Vima LLC270$22.4K0.05%
Advisors Asset Management, Inc.243$20.1K0.00%
Smartleaf Asset Management LLC215$17.9K0.00%
Bruce G. Allen Investments, LLC171$14.2K0.01%
GAMMA Investing LLC154$13.7K0.00%
LM Advisors LLC160$13.3K0.00%
VitalStone Financial, LLC87$7.00K0.01%
Tennessee Valley Asset Management Partners75$6.22K0.00%
Turtle Creek Wealth Advisors, LLC64$5.31K0.00%
Cetera Trust Company, N.A50$4.14K0.00%
Laffer Tengler Investments29$2.40K0.00%
Hantz Financial Services, Inc.26$2.00K0.00%
English Capital Management LLC10$8290.00%
AdvisorNet Financial, Inc8$6630.00%
DiNuzzo Private Wealth, Inc.5$4150.00%
Rothschild Investment LLC4$3320.00%
Foster Dykema Cabot & Partners, LLC4$3320.00%
Castleview Partners, LLC3$2490.00%

Sold out (55)

Institutions that held Interactive Brokers Group, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of IBKR in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Samlyn Capital, LLC533,629$46.2M
Junto Capital Management LP510,519$44.2M
Cantor Fitzgerald, L. P.230,695$20.0M
Gillson Capital LP166,326$14.4M
Park West Asset Management LLC158,104$13.7M
Prana Capital Management, LP115,891$10.0M
Hudson Bay Capital Management LP90,000$7.79M
Schonfeld Strategic Advisors LLC73,461$6.36M
Point72 Europe (London) LLP56,600$4.90M
Ghisallo Capital Management LLC54,300$4.70M
Rockefeller Capital Management L.P.45,392$3.93M
Redwood Investments, LLC36,792$3.18M
Los Angeles Capital Management LLC30,142$2.61M
TriaGen Wealth Management LLC29,212$2.53M
Neo Ivy Capital Management18,516$1.60M
Twin Tree Management, LP15,748$1.36M
Y-Intercept (Hong Kong) Ltd12,922$1.12M
Qsemble Capital Management, LP9,400$813.7K
Lloyd Advisory Services, LLC.8,635$747.5K
PEAK6 Investments LLC7,994$692.0K
Friedenthal Financial7,827$677.5K
Empowered Funds, LLC7,790$674.3K
Magnetar Financial LLC7,535$652.2K
Virtu Financial LLC6,140$531.0K
Inceptionr LLC5,809$502.8K
Integrated Advisors Network LLC5,448$471.6K
Harvest Investment Services, LLC4,979$431.0K
Yorktown Management & Research Co Inc4,800$415.5K
Winton Group Ltd4,109$355.7K
AQR Capital Management LLC3,495$302.5K
Oppenheimer & Co Inc3,479$301.1K
Platte River Wealth Advisors, LLC3,380$292.6K
Cambridge Investment Research Advisors, Inc.2,967$257.0K
Leeward Financial Partners, LLC2,834$245.3K
O'Shaughnessy Asset Management, LLC2,825$244.5K
Jefferies Financial Group Inc.2,579$223.2K
DFPG Investments, LLC2,702$221.7K
ISAM Funds (UK) Ltd2,459$212.9K
USA Financial Portformulas Corp2,184$189.0K
Atlas Capital Advisors LLC379$32.8K
Stonebridge Capital Advisors LLC173$15.0K
South State Corp.144$12.5K
Carmel Capital Partners, LLC114$9.87K
Perkins Coie Trust Co109$9.43K
7G Capital Management, LLC100$8.66K
Loomis Sayles & Co L P94$8.00K
Whittier Trust Co75$6.49K
Cary Street Partner Investment Advisory LLC49$4.24K
Thomas J. Herzfeld Advisors, Inc.44$3.81K
Baker Avenue Asset Management, LP35$3.03K
Earnest Partners LLC33$2.86K
Headinvest, LLC15$1.28K
Perritt Capital Management Inc14$1.21K
Capital Analysts, LLC11$1.00K
Hexagon Capital Partners LLC5$433

Not filed for Q4 2023 yet (4)

Institutions that held Interactive Brokers Group, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBKR in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
KB Financial Partners, LLC20,404$1.77M
Pathstone Family Office, LLC6,181$535.0K
Advisor Partners II, LLC3,875$335.4K
Steward Financial Group LLC14$1.00K