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, 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 2 | $166 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3 | $249 | 0.00% | +3 | New |
| Rothschild Investment LLC | 4 | $332 | 0.00% | +4 | New |
| Foster Dykema Cabot & Partners, LLC | 4 | $332 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $415 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $415 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $416 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $498 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $663 | 0.00% | +2+33.3% | Added |
| AdvisorNet Financial, Inc | 8 | $663 | 0.00% | +8 | New |
| Orion Capital Management LLC | 9 | $746 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $829 | 0.00% | −44−81.5% | Reduced |
| English Capital Management LLC | 10 | $829 | 0.00% | +10 | New |
| ORG Partners LLC | 11 | $913 | 0.00% | −76−87.4% | Reduced |
| Leonteq Securities AG | 12 | $995 | 0.00% | −149−92.5% | Reduced |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $2.00K | 0.00% | −6−24.0% | Reduced |
| Hantz Financial Services, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Gradient Investments LLC | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 29 | $2.40K | 0.00% | +29 | New |
| LGT Financial Advisors LLC | 30 | $2.49K | 0.00% | −7−18.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 30 | $2.49K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 35 | $2.90K | 0.00% | +32+1,066.7% | Added |
| Farmers & Merchants Investments Inc | 39 | $3.23K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 46 | $3.85K | 0.00% | −805−94.6% | Reduced |
| Cetera Trust Company, N.A | 50 | $4.14K | 0.00% | +50 | New |
| HighMark Wealth Management LLC | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 52 | $4.31K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 63 | $5.22K | 0.00% | −148−70.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 64 | $5.31K | 0.00% | +64 | New |
| Huntington National Bank | 74 | $6.13K | 0.00% | +31+72.1% | Added |
| Tennessee Valley Asset Management Partners | 75 | $6.22K | 0.00% | +75 | New |
| Park Place Capital Corp | 81 | $6.71K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 87 | $7.00K | 0.01% | +87 | New |
| Wolff Wiese Magana LLC | 85 | $7.05K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 106 | $8.79K | 0.00% | −7−6.2% | Reduced |
| Larson Financial Group LLC | 107 | $8.88K | 0.00% | +1+0.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $9.01K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 127 | $10.5K | 0.00% | +124+4,133.3% | Added |
| Bessemer Group Inc | 129 | $11.0K | 0.00% | −1−0.8% | Reduced |
| Parkside Financial Bank & Trust | 149 | $12.4K | 0.00% | −124−45.4% | Reduced |
| Blume Capital Management, Inc. | 159 | $13.2K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 160 | $13.3K | 0.00% | +160 | New |
| GAMMA Investing LLC | 154 | $13.7K | 0.00% | +154 | New |
| Proequities, Inc. | 169 | $14.0K | 0.00% | +7+4.3% | Added |
| Bruce G. Allen Investments, LLC | 171 | $14.2K | 0.01% | +171 | New |
| Massmutual Trust Co FSB | 186 | $15.4K | 0.00% | −84−31.1% | Reduced |
| Smithfield Trust Co | 191 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 197 | $16.3K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 209 | $17.0K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 215 | $17.9K | 0.00% | +215 | New |
| Advisors Asset Management, Inc. | 243 | $20.1K | 0.00% | +243 | New |
| Private Trust Co NA | 250 | $20.7K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 254 | $21.1K | 0.00% | −48−15.9% | Reduced |
| Vima LLC | 270 | $22.4K | 0.05% | +270 | New |
| Venturi Wealth Management, LLC | 276 | $22.9K | 0.00% | −4−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 280 | $23.2K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 299 | $24.8K | 0.01% | +299 | New |
| DT Investment Partners, LLC | 280 | $25.1K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 297 | $26.7K | 0.00% | +19+6.8% | Added |
| Whittier Trust Co of Nevada Inc | 326 | $27.0K | 0.00% | −125−27.7% | Reduced |
| Adirondack Trust Co | 250 | $27.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 370 | $30.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 377 | $31.3K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $31.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 383 | $31.8K | 0.02% | +383 | New |
| Headlands Technologies LLC | 386 | $32.0K | 0.01% | −73−15.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 403 | $33.0K | 0.00% | +94+30.4% | Added |
| Rakuten Securities, Inc. | 407 | $33.7K | 0.03% | +407 | New |
| SYSTM Wealth Solutions LLC | 411 | $34.1K | 0.00% | −4,695−92.0% | Reduced |
| Chiron Investment Management, LLC | 442 | $36.6K | 0.01% | +442 | New |
| Benjamin Edwards Inc | 442 | $37.0K | 0.01% | +28+6.8% | Added |
| Principal Securities, Inc. | 478 | $39.6K | 0.00% | +478 | New |
| Kapitalo Investimentos Ltda | 480 | $39.8K | 0.01% | +353+278.0% | Added |
| Ci Investments Inc. | 564 | $47.0K | 0.00% | −401−41.6% | Reduced |
| Lindbrook Capital, LLC | 585 | $48.5K | 0.00% | +47+8.7% | Added |
| Quent Capital, LLC | 720 | $59.7K | 0.01% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 744 | $61.9K | 0.00% | +135+22.2% | Added |
| Toronto Dominion Bank | 765 | $63.4K | 0.00% | −20,030−96.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 784 | $65.0K | 0.00% | +32+4.3% | Added |
| CWM, LLC | 808 | $67.0K | 0.00% | −343−29.8% | Reduced |
| GeoWealth Management, LLC | 866 | $71.0K | 0.01% | +146+20.3% | Added |
| GHP Investment Advisors, Inc. | 887 | $73.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 905 | $75.0K | 0.01% | +905 | New |
| Bay Harbor Wealth Management, LLC | 920 | $76.3K | 0.03% | +21+2.3% | Added |
| Signaturefd, LLC | 933 | $77.3K | 0.00% | −304−24.6% | Reduced |
| Nisa Investment Advisors, LLC | 952 | $78.9K | 0.00% | −295−23.7% | Reduced |
| Western Pacific Wealth Management, LP | 1,100 | $91.2K | 0.07% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,108 | $91.9K | 0.09% | +1,108 | New |
| Northwestern Mutual Wealth Management Co | 1,110 | $92.0K | 0.00% | −56−4.8% | Reduced |