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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 33,611 | $2.79M | 0.00% | −33,361−49.8% | Reduced |
| Van Eck Associates Corp | 34,629 | $2.87M | 0.01% | +20,719+149.0% | Added |
| Handelsbanken Fonder AB | 35,412 | $2.94M | 0.01% | −26,133−42.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 35,829 | $2.97M | 0.31% | +13,249+58.7% | Added |
| Heartland Advisors Inc | 36,565 | $3.03M | 0.16% | −100,411−73.3% | Reduced |
| Verition Fund Management LLC | 37,200 | $3.08M | 0.03% | +37,200 | New |
| Bank of Nova Scotia | 39,608 | $3.28M | 0.01% | −3,763−8.7% | Reduced |
| Noked Israel Ltd | 40,000 | $3.32M | 0.87% | +40,000 | New |
| Simplex Trading, LLC | 40,029 | $3.32M | 0.10% | +40,029 | New |
| Bank of Montreal | 40,339 | $3.37M | 0.00% | −5,199−11.4% | Reduced |
| Atria Investments LLC | 41,536 | $3.44M | 0.05% | +4,379+11.8% | Added |
| Artisan Partners Limited Partnership | 41,598 | $3.45M | 0.01% | −8,862−17.6% | Reduced |
| Public Employees Retirement System of Ohio | 43,673 | $3.62M | 0.01% | +2,239+5.4% | Added |
| Martingale Asset Management L P | 44,364 | $3.68M | 0.08% | +14,901+50.6% | Added |
| BNP Paribas Arbitrage, SA | 44,433 | $3.68M | 0.01% | −56,859−56.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 44,546 | $3.69M | 0.09% | −72,899−62.1% | Reduced |
| National Bank of Canada | 45,276 | $3.83M | 0.01% | +28,903+176.5% | Added |
| CWM Advisors, LLC | 46,398 | $3.85M | 0.42% | +1,556+3.5% | Added |
| Canada Pension Plan Investment Board | 46,813 | $3.88M | 0.00% | −9,000−16.1% | Reduced |
| Two Sigma Investments, LP | 47,800 | $3.96M | 0.01% | +28,000+141.4% | Added |
| Treasurer of the State of North Carolina | 48,395 | $4.01M | 0.02% | +1,406+3.0% | Added |
| Harbor Advisors LLC | 49,558 | $4.11M | 0.79% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 49,785 | $4.13M | 0.05% | +152+0.3% | Added |
| Price T Rowe Associates Inc | 49,954 | $4.14M | 0.00% | +5,427+12.2% | Added |
| Citigroup Inc | 49,966 | $4.14M | 0.01% | +44,548+822.2% | Added |
| Wellington Management Group LLP | 49,968 | $4.14M | 0.00% | +27,885+126.3% | Added |
| Ellsworth Advisors, LLC | 50,031 | $4.15M | 1.31% | +50,031 | New |
| PenderFund Capital Management Ltd. | 38,138 | $4.19M | 1.37% | +380+1.0% | Added |
| Daiwa Securities Group Inc. | 51,344 | $4.26M | 0.03% | −4,700−8.4% | Reduced |
| Algert Global LLC | 52,778 | $4.38M | 0.18% | +23,290+79.0% | Added |
| Comerica Bank | 53,395 | $4.43M | 0.02% | +838+1.6% | Added |
| State of New Jersey Common Pension Fund D | 56,399 | $4.68M | 0.02% | 00.0% | Unchanged |
| AWH Capital, L.P. | 57,162 | $4.74M | 4.76% | −22,338−28.1% | Reduced |
| Pinebridge Investments, L.P. | 58,682 | $4.86M | 0.05% | +11,564+24.5% | Added |
| Great West Life Assurance Co | 59,708 | $4.94M | 0.01% | −3,707−5.8% | Reduced |
| MetLife Investment Management | 60,276 | $5.00M | 0.04% | −912−1.5% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 64,155 | $5.32M | 0.09% | +64,155 | New |
| New York State Teachers Retirement System | 65,428 | $5.42M | 0.01% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 65,901 | $5.46M | 0.06% | −3,407−4.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 67,454 | $5.59M | 0.01% | −3,004−4.3% | Reduced |
| Amalgamated Bank | 68,013 | $5.64M | 0.04% | −3,542−5.0% | Reduced |
| LPL Financial LLC | 69,005 | $5.72M | 0.00% | +11,166+19.3% | Added |
| Janney Montgomery Scott LLC | 70,037 | $5.81M | 0.02% | −111,400−61.4% | Reduced |
| UBS Group AG | 73,475 | $6.09M | 0.00% | +47,674+184.8% | Added |
| TownSquare Capital, LLC | 77,709 | $6.44M | 0.11% | +3,086+4.1% | Added |
| Natixis | 79,217 | $6.57M | 0.05% | +78,770+17,621.9% | Added |
| New York State Common Retirement Fund | 81,241 | $6.73M | 0.01% | −8,038−9.0% | Reduced |
| Winmill & Co. Inc | 81,800 | $6.78M | 2.17% | +81,800 | New |
| Truist Financial Corp | 83,621 | $6.93M | 0.01% | −18,930−18.5% | Reduced |
| Firetrail Investments Pty Ltd | 77,899 | $7.04M | 5.19% | +77,899 | New |
| Trexquant Investment LP | 85,395 | $7.08M | 0.16% | +85,395 | New |
| O'Brien Greene & Co. Inc | 86,150 | $7.14M | 2.51% | +630+0.7% | Added |
| Susquehanna International Group, LLP | 86,787 | $7.19M | 0.01% | −96,672−52.7% | Reduced |
| Manufacturers Life Insurance Company, The | 88,783 | $7.36M | 0.00% | −2,299−2.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 89,369 | $7.41M | 0.01% | −360,147−80.1% | Reduced |
| Texas Permanent School Fund | 92,446 | $7.66M | 0.07% | +1,596+1.8% | Added |
| Barclays PLC | 93,391 | $7.74M | 0.00% | −119,489−56.1% | Reduced |
| Squarepoint Ops LLC | 93,904 | $7.78M | 0.03% | +93,904 | New |
| State Board of Administration of Florida Retirement System | 95,231 | $7.89M | 0.02% | +274+0.3% | Added |
| Agf Management Ltd | 97,805 | $8.11M | 0.05% | −2,195−2.2% | Reduced |
| Cubist Systematic Strategies, LLC | 99,039 | $8.21M | 0.10% | +99,039 | New |
| Janus Henderson Group PLC | 99,119 | $8.22M | 0.00% | +7,802+8.5% | Added |
| KBC Group NV | 102,400 | $8.49M | 0.03% | +6,874+7.2% | Added |
| California State Teachers Retirement System | 107,842 | $8.94M | 0.01% | −5,750−5.1% | Reduced |
| SEI Investments Co | 114,132 | $9.46M | 0.02% | −12,225−9.7% | Reduced |
| Qube Research & Technologies Ltd | 115,508 | $9.58M | 0.02% | +38,902+50.8% | Added |
| First Trust Advisors LP | 116,557 | $9.66M | 0.01% | +55,287+90.2% | Added |
| BlackBarn Capital Partners LP | 120,000 | $9.95M | 6.57% | +120,000 | New |
| D. E. Shaw & Co., Inc. | 120,735 | $10.0M | 0.01% | −90,106−42.7% | Reduced |
| Unisphere Establishment | 122,500 | $10.2M | 0.11% | +122,500 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 169,846 | $10.9M | 0.15% | +169,846 | New |
| Gabelli Funds LLC | 132,049 | $10.9M | 0.08% | −3,321−2.5% | Reduced |
| Retirement Systems of Alabama | 134,030 | $11.1M | 0.05% | +463+0.3% | Added |
| Ameriprise Financial Inc | 135,246 | $11.2M | 0.00% | −7,404−5.2% | Reduced |
| Victory Capital Management Inc | 140,502 | $11.6M | 0.01% | −31,536−18.3% | Reduced |
| Owls Nest Partners IA, LLC | 141,849 | $11.8M | 3.07% | −88,429−38.4% | Reduced |
| American International Group, Inc. | 144,524 | $12.0M | 0.05% | −6,139−4.1% | Reduced |
| Credit Suisse AG | 146,518 | $12.2M | 0.01% | +1,443+1.0% | Added |
| Russell Investments Group, Ltd. | 148,398 | $12.3M | 0.02% | −1,748−1.2% | Reduced |
| Renaissance Technologies LLC | 150,700 | $12.5M | 0.02% | −16,400−9.8% | Reduced |
| Dana Investment Advisors, Inc. | 155,710 | $12.9M | 0.62% | −9,777−5.9% | Reduced |
| Brooktree Capital Management | 158,073 | $13.1M | 10.59% | −11,791−6.9% | Reduced |
| American Century Companies Inc | 159,516 | $13.2M | 0.01% | +12,181+8.3% | Added |
| Smith Group Asset Management, LLC | 163,091 | $13.5M | 0.79% | +163,091 | New |
| Hosking Partners LLP | 163,208 | $13.5M | 0.57% | +140,196+609.2% | Added |
| Alliancebernstein L.P. | 164,229 | $13.6M | 0.01% | −4,457−2.6% | Reduced |
| UBS Asset Management Americas Inc | 168,264 | $13.9M | 0.01% | −1,265−0.7% | Reduced |
| Allianz Asset Management GmbH | 170,095 | $14.1M | 0.03% | −66,510−28.1% | Reduced |
| Jane Street Group, LLC | 180,761 | $15.0M | 0.02% | +133,884+285.6% | Added |
| Bridgewater Associates, LP | 185,098 | $15.3M | 0.09% | +147,109+387.2% | Added |
| Stifel Financial Corp | 191,262 | $15.9M | 0.02% | −1,678−0.9% | Reduced |
| Woodson Capital Management, LP | 193,000 | $16.0M | 3.72% | +193,000 | New |
| State of Wisconsin Investment Board | 196,564 | $16.3M | 0.05% | +27,387+16.2% | Added |
| Swiss National Bank | 200,300 | $16.6M | 0.01% | −26,100−11.5% | Reduced |
| California Public Employees Retirement System | 202,260 | $16.8M | 0.01% | −5,774−2.8% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 207,000 | $17.2M | 1.27% | +7,000+3.5% | Added |
| HSBC Holdings PLC | 207,000 | $17.2M | 0.02% | +4,907+2.4% | Added |
| Man Group plc | 209,881 | $17.4M | 0.05% | – | – |
| Hudson Way Capital Management LLC | 221,348 | $18.3M | 3.44% | −28,275−11.3% | Reduced |
| Polar Capital Holdings Plc | 237,284 | $19.7M | 0.14% | +29,042+13.9% | Added |