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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 8,100 | $671.0K | 0.02% | −18,900−70.0% | Reduced |
| FourThought Financial Partners, LLC | 8,376 | $694.4K | 0.09% | −100−1.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,754 | $725.7K | 0.12% | +1,077+14.0% | Added |
| Jump Financial, LLC | 8,824 | $731.5K | 0.02% | −3,180−26.5% | Reduced |
| Securian Asset Management, Inc | 8,960 | $742.8K | 0.02% | −100−1.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,047 | $750.0K | 0.04% | −150−1.6% | Reduced |
| Graham Capital Management, L.P. | 9,095 | $754.0K | 0.02% | −35,667−79.7% | Reduced |
| Axq Capital, LP | 9,200 | $762.7K | 0.20% | +9,200 | New |
| Formidable Asset Management, LLC | 9,258 | $767.5K | 0.17% | −225−2.4% | Reduced |
| Captrust Financial Advisors | 9,358 | $775.8K | 0.00% | +830+9.7% | Added |
| Advisor OS, LLC | 9,411 | $780.2K | 0.10% | −545−5.5% | Reduced |
| The PNC Financial Services Group, Inc. | 9,465 | $784.6K | 0.00% | −334−3.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 9,473 | $785.3K | 0.00% | +473+5.3% | Added |
| Wintrust Investments LLC | 9,535 | $790.0K | 0.08% | +9,535 | New |
| Wealthfront Advisers LLC | 9,800 | $812.4K | 0.00% | −12,790−56.6% | Reduced |
| Pathstone Holdings, LLC | 9,981 | $827.4K | 0.00% | +9,981 | New |
| Group One Trading, L.P. | 9,994 | $828.5K | 0.03% | +9,994 | New |
| Gator Capital Management, LLC | 10,200 | $845.6K | 0.47% | +10,200 | New |
| VCI Wealth Management LLC | 10,229 | $847.9K | 0.52% | +10,229 | New |
| Walleye Trading LLC | 10,243 | $849.1K | 0.01% | +1,295+14.5% | Added |
| Inspire Advisors, LLC | 10,512 | $871.5K | 0.13% | +6,771+181.0% | Added |
| Aspire Private Capital, LLC | 10,584 | $877.5K | 0.26% | +609+6.1% | Added |
| HighTower Advisors, LLC | 10,679 | $882.0K | 0.00% | +882+9.0% | Added |
| Public Employees Retirement Association of Colorado | 10,765 | $892.0K | 0.00% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 11,000 | $911.0K | 0.40% | −43,514−79.8% | Reduced |
| Portside Wealth Group, LLC | 11,134 | $923.0K | 0.17% | +1,112+11.1% | Added |
| Tower Research Capital LLC (TRC) | 11,179 | $926.7K | 0.01% | +6,346+131.3% | Added |
| Two Sigma Securities, LLC | 11,355 | $941.3K | 0.04% | +11,355 | New |
| Quantbot Technologies LP | 11,387 | $944.0K | 0.05% | −7,444−39.5% | Reduced |
| JustInvest LLC | 11,431 | $947.7K | 0.02% | −818−6.7% | Reduced |
| State of Alaska, Department of Revenue | 11,556 | $957.0K | 0.01% | −1,155−9.1% | Reduced |
| Toroso Investments, LLC | 11,616 | $963.0K | 0.02% | −86−0.7% | Reduced |
| Wealthsource Partners, LLC | 11,689 | $969.0K | 0.06% | +343+3.0% | Added |
| Amundi | 11,595 | $1.02M | 0.00% | −115,868−90.9% | Reduced |
| Credit Agricole S A | 12,409 | $1.03M | 0.02% | +2,684+27.6% | Added |
| Xponance, Inc. | 13,125 | $1.09M | 0.01% | +347+2.7% | Added |
| D.A. Davidson & Co. | 13,155 | $1.09M | 0.01% | +13,155 | New |
| SG Americas Securities, LLC | 13,858 | $1.15M | 0.01% | +12,123+698.7% | Added |
| Prudential Financial Inc | 13,969 | $1.16M | 0.00% | −12,682−47.6% | Reduced |
| Pin Oak Investment Advisors Inc | 14,090 | $1.17M | 1.18% | −575−3.9% | Reduced |
| Voya Investment Management LLC | 14,522 | $1.20M | 0.00% | +442+3.1% | Added |
| Independent Solutions Wealth Management, LLC | 14,672 | $1.22M | 0.31% | +1,848+14.4% | Added |
| Natixis Advisors, L.P. | 14,982 | $1.24M | 0.00% | −2,180−12.7% | Reduced |
| Credential Qtrade Securities Inc. | 15,230 | $1.26M | 0.08% | −1,100−6.7% | Reduced |
| Versor Investments LP | 15,300 | $1.27M | 0.26% | +15,300 | New |
| Sciencast Management LP | 16,518 | $1.37M | 0.75% | +8,648+109.9% | Added |
| Uncommon Cents Investing LLC | 16,860 | $1.40M | 0.46% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 17,238 | $1.43M | 0.01% | +11,251+187.9% | Added |
| Cetera Investment Advisers | 17,400 | $1.44M | 0.01% | +47+0.3% | Added |
| Deutsche Bank AG | 18,276 | $1.52M | 0.00% | +991+5.7% | Added |
| Darwin Advisors, LLC | 19,246 | $1.60M | 0.43% | −1,258−6.1% | Reduced |
| STRS Ohio | 19,420 | $1.61M | 0.01% | −264,395−93.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,554 | $1.62M | 0.01% | +1,530+8.5% | Added |
| Resources Investment Advisors, LLC. | 19,835 | $1.64M | 0.03% | −621−3.0% | Reduced |
| Pacer Advisors, Inc. | 20,075 | $1.66M | 0.00% | +7,735+62.7% | Added |
| TD Private Client Wealth LLC | 20,617 | $1.71M | 0.06% | −535−2.5% | Reduced |
| Insight Wealth Strategies, LLC | 20,839 | $1.73M | 0.28% | +1,171+6.0% | Added |
| New Mexico Educational Retirement Board | 21,060 | $1.75M | 0.07% | 00.0% | Unchanged |
| HRT Financial LP | 21,148 | $1.75M | 0.01% | +21,148 | New |
| Commonwealth Equity Services, LLC | 21,345 | $1.77M | 0.00% | +14,964+234.5% | Added |
| Vestcor Inc | 21,366 | $1.77M | 0.06% | +395+1.9% | Added |
| Lansing Management LP | 21,812 | $1.81M | 1.93% | +21,812 | New |
| AIA Group Ltd | 22,200 | $1.84M | 0.08% | +22,200 | New |
| Guggenheim Capital LLC | 22,223 | $1.84M | 0.01% | +16,881+316.0% | Added |
| Vontobel Holding Ltd. | 22,314 | $1.85M | 0.02% | +3,510+18.7% | Added |
| Prescott Group Capital Management, L.L.C. | 22,919 | $1.90M | 0.33% | +12,000+109.9% | Added |
| Lecap Asset Management Ltd | 23,042 | $1.91M | 0.70% | +23,042 | New |
| CenterBook Partners LP | 23,147 | $1.92M | 0.23% | +9,941+75.3% | Added |
| USS Investment Management Ltd | 23,247 | $1.93M | 0.02% | 00.0% | Unchanged |
| Stony Point Capital LLC | 23,297 | $1.93M | 0.64% | −149,160−86.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,614 | $1.96M | 0.01% | +1,952+9.0% | Added |
| Ameritas Investment Partners, Inc. | 23,629 | $1.96M | 0.07% | −362−1.5% | Reduced |
| Quinn Opportunity Partners LLC | 23,754 | $1.97M | 0.23% | +23,754 | New |
| Northwestern Mutual Investment Management Company, LLC | 23,808 | $1.97M | 0.05% | +83+0.3% | Added |
| State of Tennessee, Treasury Department | 24,608 | $2.04M | 0.01% | +11,100+82.2% | Added |
| Teacher Retirement System of Texas | 24,984 | $2.07M | 0.01% | −15,640−38.5% | Reduced |
| Cozad Asset Management Inc | 25,201 | $2.09M | 0.24% | +1,666+7.1% | Added |
| Susquehanna Fundamental Investments, LLC | 25,275 | $2.10M | 2.12% | −39,629−61.1% | Reduced |
| Nordea Investment Management AB | 25,598 | $2.12M | 0.00% | −2,465−8.8% | Reduced |
| State of Michigan Retirement System | 25,679 | $2.13M | 0.01% | +100+0.4% | Added |
| SkyView Investment Advisors, LLC | 25,692 | $2.13M | 0.53% | −5,653−18.0% | Reduced |
| M&T Bank Corp | 25,731 | $2.13M | 0.01% | −967−3.6% | Reduced |
| Epacria Capital Partners, LLC | 26,019 | $2.16M | 1.73% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 26,734 | $2.22M | 0.00% | −51−0.2% | Reduced |
| Arizona State Retirement System | 28,409 | $2.36M | 0.02% | −916−3.1% | Reduced |
| US Bancorp | 28,760 | $2.38M | 0.00% | −519−1.8% | Reduced |
| Warther Private Wealth, LLC | 29,330 | $2.43M | 1.36% | +29,330 | New |
| Engineers Gate Manager LP | 29,654 | $2.46M | 0.07% | +16,330+122.6% | Added |
| Federation des caisses Desjardins du Quebec | 29,706 | $2.46M | 0.02% | −4,050−12.0% | Reduced |
| EULAV Asset Management | 30,000 | $2.49M | 0.08% | −21−0.1% | Reduced |
| Louisiana State Employees Retirement System | 30,100 | $2.50M | 0.05% | −200−0.7% | Reduced |
| Oregon Public Employees Retirement Fund | 30,192 | $2.50M | 0.04% | +200+0.7% | Added |
| AE Wealth Management LLC | 27,522 | $2.52M | 0.01% | +2,430+9.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,625 | $2.62M | 0.01% | +19,559+162.1% | Added |
| Vestmark Advisory Solutions, Inc. | 31,672 | $2.63M | 0.13% | +992+3.2% | Added |
| NewEdge Wealth, LLC | 31,808 | $2.64M | 0.07% | +1,128+3.7% | Added |
| Cumberland Partners Ltd | 32,500 | $2.69M | 0.25% | +12,500+62.5% | Added |
| Gotham Asset Management, LLC | 32,571 | $2.70M | 0.05% | −3,592−9.9% | Reduced |
| IMC-Chicago, LLC | 33,174 | $2.75M | 0.09% | +33,174 | New |
| Teachers Retirement System of the State of Kentucky | 33,470 | $2.77M | 0.03% | −1,700−4.8% | Reduced |