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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,199 | $99.4K | 0.00% | +79+7.1% | Added |
| GWM Advisors LLC | 1,295 | $107.4K | 0.00% | −2,666−67.3% | Reduced |
| Macquarie Group Ltd | 1,350 | $111.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,410 | $116.9K | 0.00% | +500+54.9% | Added |
| Eagle Bay Advisors LLC | 1,443 | $119.6K | 0.08% | +728+101.8% | Added |
| Ossiam | 1,648 | $136.6K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,658 | $137.5K | 0.06% | +90+5.7% | Added |
| Cutler Group LP | 1,670 | $138.0K | 0.02% | +1,670 | New |
| Quadrant Capital Group LLC | 2,221 | $184.1K | 0.02% | −58−2.5% | Reduced |
| Bartlett & Co. LLC | 2,360 | $196.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,366 | $196.1K | 0.00% | +2,366 | New |
| Bartlett & Co. Wealth Management LLC | 2,360 | $196.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2,535 | $210.2K | 0.02% | +2,535 | New |
| Wallace Advisory Group, LLC | 2,476 | $214.3K | 0.17% | −203−7.6% | Reduced |
| Kestra Advisory Services, LLC | 2,609 | $216.3K | 0.00% | +183+7.5% | Added |
| Revisor Wealth Management LLC | 2,613 | $216.6K | 0.25% | −2,368−47.5% | Reduced |
| Crewe Advisors LLC | 2,636 | $218.5K | 0.03% | +88+3.5% | Added |
| Cresset Asset Management, LLC | 2,682 | $222.3K | 0.00% | +2,682 | New |
| Private Advisor Group, LLC | 2,688 | $222.8K | 0.00% | +2,688 | New |
| Systematic Portfolios LLC | 2,701 | $223.9K | 0.68% | +2,701 | New |
| Wealth Alliance | 2,722 | $225.7K | 0.03% | +23+0.9% | Added |
| L2 Asset Management, LLC | 2,742 | $227.3K | 0.09% | +2,742 | New |
| Ethic Inc. | 2,836 | $235.1K | 0.01% | +2,836 | New |
| Fifth Third Bancorp | 2,847 | $236.0K | 0.00% | −17,600−86.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,881 | $239.6K | 0.00% | −2,407−45.5% | Reduced |
| CIBC Asset Management Inc | 2,905 | $240.8K | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 3,000 | $248.7K | 0.00% | +250+9.1% | Added |
| Synergy Financial Group, LTD | 3,001 | $248.8K | 0.30% | −125−4.0% | Reduced |
| Axxcess Wealth Management, LLC | 3,079 | $255.2K | 0.01% | −70−2.2% | Reduced |
| Studio Investment Management LLC | 3,094 | $256.5K | 0.07% | −609−16.4% | Reduced |
| Scientech Research LLC | 3,204 | $265.6K | 0.26% | +3,204 | New |
| EverSource Wealth Advisors, LLC | 3,208 | $265.9K | 0.02% | −118−3.5% | Reduced |
| Profund Advisors LLC | 3,264 | $270.6K | 0.01% | +375+13.0% | Added |
| Alps Advisors Inc | 3,382 | $280.4K | 0.00% | −191−5.3% | Reduced |
| First Hawaiian Bank | 3,414 | $283.0K | 0.01% | −110−3.1% | Reduced |
| Advisory Services Network, LLC | 3,421 | $283.6K | 0.01% | −238−6.5% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,575 | $296.4K | 0.24% | +953+36.3% | Added |
| Heritage Wealth Management, LLC | 3,873 | $321.1K | 0.17% | +3,873 | New |
| NBC Securities, Inc. | 3,984 | $330.0K | 0.03% | −65−1.6% | Reduced |
| Richard W. Paul & Associates, LLC | 4,033 | $334.3K | 0.14% | −126−3.0% | Reduced |
| Scotia Capital Inc. | 4,101 | $340.0K | 0.00% | +66+1.6% | Added |
| Navellier & Associates Inc | 4,185 | $346.9K | 0.05% | +94+2.3% | Added |
| QRG Capital Management, Inc. | 4,203 | $348.4K | 0.01% | +269+6.8% | Added |
| Central Trust Co | 4,344 | $360.1K | 0.01% | +249+6.1% | Added |
| Quadrature Capital Ltd | 4,432 | $367.4K | 0.01% | +4,432 | New |
| National Asset Management, Inc. | 4,461 | $369.8K | 0.01% | −1,151−20.5% | Reduced |
| Hyperion Capital Advisors LP | 4,713 | $390.7K | 0.21% | +1,300+38.1% | Added |
| Avestar Capital, LLC | 4,720 | $391.3K | 0.05% | +4,720 | New |
| Brown Advisory Inc | 4,768 | $395.3K | 0.00% | +10.0% | Added |
| Shelton Capital Management | 4,816 | $399.2K | 0.01% | −154−3.1% | Reduced |
| Mariner, LLC | 4,831 | $400.5K | 0.00% | +86+1.8% | Added |
| Davenport & Co LLC | 4,960 | $411.2K | 0.00% | +2,123+74.8% | Added |
| Ibex Investors LLC | 4,961 | $411.3K | 0.50% | −39−0.8% | Reduced |
| Intech Investment Management LLC | 5,155 | $427.4K | 0.01% | +5,155 | New |
| Blueshift Asset Management, LLC | 5,164 | $428.1K | 0.23% | +5,164 | New |
| TD Waterhouse Canada Inc. | 3,684 | $429.5K | 0.00% | +3,678+61,300.0% | Added |
| Eqis Capital Management, Inc. | 5,191 | $430.4K | 0.04% | −1,586−23.4% | Reduced |
| Walleye Capital LLC | 5,208 | $431.7K | 0.01% | −38,556−88.1% | Reduced |
| CI Private Wealth, LLC | 5,355 | $443.9K | 0.00% | −16−0.3% | Reduced |
| Landscape Capital Management, L.L.C. | 5,400 | $447.7K | 0.04% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 4,157 | $454.0K | 0.03% | +4,157 | New |
| Stephens Inc | 5,502 | $456.1K | 0.01% | +5,502 | New |
| Edgestream Partners, L.P. | 5,591 | $463.5K | 0.03% | +1,590+39.7% | Added |
| ProShare Advisors LLC | 5,630 | $466.7K | 0.00% | −147−2.5% | Reduced |
| Utah Retirement Systems | 5,700 | $472.5K | 0.01% | +300+5.6% | Added |
| LVW Advisors, LLC | 5,713 | $473.6K | 0.09% | −557−8.9% | Reduced |
| Alliance Wealth Advisors, LLC | 5,763 | $477.8K | 0.16% | +153+2.7% | Added |
| Fiduciary Family Office, LLC | 5,887 | $488.0K | 0.21% | +5,887 | New |
| Mercer Global Advisors Inc | 5,905 | $489.0K | 0.00% | +1,495+33.9% | Added |
| DekaBank Deutsche Girozentrale | 6,043 | $492.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 5,940 | $492.4K | 0.00% | −4,084−40.7% | Reduced |
| Glenmede Trust Co NA | 5,942 | $492.6K | 0.00% | −4,020−40.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 5,957 | $493.8K | 0.04% | +5,957 | New |
| Arkadios Wealth Advisors | 6,025 | $499.5K | 0.04% | 00.0% | Unchanged |
| Hyman Charles D | 6,100 | $506.0K | 0.03% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 6,111 | $507.0K | 0.40% | +6,111 | New |
| MBM Wealth Consultants, LLC | 5,896 | $532.7K | 0.20% | +339+6.1% | Added |
| Everpar Advisors LLC | 6,610 | $548.0K | 0.26% | +6,610 | New |
| MML Investors Services, LLC | 6,695 | $555.0K | 0.00% | −1,194−15.1% | Reduced |
| Exchange Traded Concepts, LLC | 6,709 | $556.2K | 0.01% | −15,663−70.0% | Reduced |
| Centiva Capital, LP | 6,735 | $558.3K | 0.03% | +2,333+53.0% | Added |
| GTS Securities LLC | 6,777 | $561.8K | 0.01% | +3,817+129.0% | Added |
| Oliver Luxxe Assets LLC | 6,921 | $573.8K | 0.13% | +622+9.9% | Added |
| Retirement Planning Co of New England, Inc. | 6,940 | $575.3K | 0.26% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,046 | $584.1K | 0.15% | +3,809+117.7% | Added |
| Mystic Asset Management, Inc. | 7,050 | $584.4K | 0.28% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,151 | $592.7K | 0.03% | +7,151 | New |
| Precision Wealth Strategies, LLC | 7,169 | $594.3K | 0.58% | −35−0.5% | Reduced |
| Illinois Municipal Retirement Fund | 7,278 | $603.0K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,291 | $604.4K | 0.38% | −1,661−18.6% | Reduced |
| Banco Santander, S.A. | 7,331 | $607.7K | 0.01% | −1,366−15.7% | Reduced |
| Lebenthal Global Advisors, LLC | 7,377 | $611.6K | 0.14% | +7,377 | New |
| Strategic Investment Advisors | 7,417 | $614.9K | 0.09% | −1,581−17.6% | Reduced |
| Brown Brothers Harriman & Co | 7,421 | $615.2K | 0.01% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 7,475 | $619.7K | 0.35% | +112+1.5% | Added |
| Norden Group LLC | 7,609 | $630.8K | 0.11% | −1,026−11.9% | Reduced |
| Crossmark Global Holdings, Inc. | 7,752 | $642.0K | 0.01% | −200−2.5% | Reduced |
| Global Endowment Management, LP | 7,748 | $642.3K | 0.07% | −1,434−15.6% | Reduced |
| Maryland State Retirement & Pension System | 7,886 | $653.7K | 0.01% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 7,952 | $659.2K | 0.00% | +606+8.2% | Added |