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 |
|---|---|---|---|---|---|
| Texas Permanent School Fund | 92,446 | $7.66M | 0.07% | +1,596+1.8% | Added |
| Allspring Global Investments Holdings, LLC | 89,369 | $7.41M | 0.01% | −360,147−80.1% | Reduced |
| Manufacturers Life Insurance Company, The | 88,783 | $7.36M | 0.00% | −2,299−2.5% | Reduced |
| Susquehanna International Group, LLP | 86,787 | $7.19M | 0.01% | −96,672−52.7% | Reduced |
| O'Brien Greene & Co. Inc | 86,150 | $7.14M | 2.51% | +630+0.7% | Added |
| Trexquant Investment LP | 85,395 | $7.08M | 0.16% | +85,395 | New |
| Firetrail Investments Pty Ltd | 77,899 | $7.04M | 5.19% | +77,899 | New |
| Truist Financial Corp | 83,621 | $6.93M | 0.01% | −18,930−18.5% | Reduced |
| Winmill & Co. Inc | 81,800 | $6.78M | 2.17% | +81,800 | New |
| New York State Common Retirement Fund | 81,241 | $6.73M | 0.01% | −8,038−9.0% | Reduced |
| Natixis | 79,217 | $6.57M | 0.05% | +78,770+17,621.9% | Added |
| TownSquare Capital, LLC | 77,709 | $6.44M | 0.11% | +3,086+4.1% | Added |
| UBS Group AG | 73,475 | $6.09M | 0.00% | +47,674+184.8% | Added |
| Janney Montgomery Scott LLC | 70,037 | $5.81M | 0.02% | −111,400−61.4% | Reduced |
| LPL Financial LLC | 69,005 | $5.72M | 0.00% | +11,166+19.3% | Added |
| Amalgamated Bank | 68,013 | $5.64M | 0.04% | −3,542−5.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 67,454 | $5.59M | 0.01% | −3,004−4.3% | Reduced |
| Mutual of America Capital Management LLC | 65,901 | $5.46M | 0.06% | −3,407−4.9% | Reduced |
| New York State Teachers Retirement System | 65,428 | $5.42M | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 64,155 | $5.32M | 0.09% | +64,155 | New |
| MetLife Investment Management | 60,276 | $5.00M | 0.04% | −912−1.5% | Reduced |
| Great West Life Assurance Co | 59,708 | $4.94M | 0.01% | −3,707−5.8% | Reduced |
| Pinebridge Investments, L.P. | 58,682 | $4.86M | 0.05% | +11,564+24.5% | Added |
| AWH Capital, L.P. | 57,162 | $4.74M | 4.76% | −22,338−28.1% | Reduced |
| State of New Jersey Common Pension Fund D | 56,399 | $4.68M | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 53,395 | $4.43M | 0.02% | +838+1.6% | Added |
| Algert Global LLC | 52,778 | $4.38M | 0.18% | +23,290+79.0% | Added |
| Daiwa Securities Group Inc. | 51,344 | $4.26M | 0.03% | −4,700−8.4% | Reduced |
| PenderFund Capital Management Ltd. | 38,138 | $4.19M | 1.37% | +380+1.0% | Added |
| Ellsworth Advisors, LLC | 50,031 | $4.15M | 1.31% | +50,031 | New |
| Wellington Management Group LLP | 49,968 | $4.14M | 0.00% | +27,885+126.3% | Added |
| Citigroup Inc | 49,966 | $4.14M | 0.01% | +44,548+822.2% | Added |
| Price T Rowe Associates Inc | 49,954 | $4.14M | 0.00% | +5,427+12.2% | Added |
| Yousif Capital Management, LLC | 49,785 | $4.13M | 0.05% | +152+0.3% | Added |
| Harbor Advisors LLC | 49,558 | $4.11M | 0.79% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 48,395 | $4.01M | 0.02% | +1,406+3.0% | Added |
| Two Sigma Investments, LP | 47,800 | $3.96M | 0.01% | +28,000+141.4% | Added |
| Canada Pension Plan Investment Board | 46,813 | $3.88M | 0.00% | −9,000−16.1% | Reduced |
| CWM Advisors, LLC | 46,398 | $3.85M | 0.42% | +1,556+3.5% | Added |
| National Bank of Canada | 45,276 | $3.83M | 0.01% | +28,903+176.5% | Added |
| Weiss Multi-Strategy Advisers LLC | 44,546 | $3.69M | 0.09% | −72,899−62.1% | Reduced |
| BNP Paribas Arbitrage, SA | 44,433 | $3.68M | 0.01% | −56,859−56.1% | Reduced |
| Martingale Asset Management L P | 44,364 | $3.68M | 0.08% | +14,901+50.6% | Added |
| Public Employees Retirement System of Ohio | 43,673 | $3.62M | 0.01% | +2,239+5.4% | Added |
| Artisan Partners Limited Partnership | 41,598 | $3.45M | 0.01% | −8,862−17.6% | Reduced |
| Atria Investments LLC | 41,536 | $3.44M | 0.05% | +4,379+11.8% | Added |
| Bank of Montreal | 40,339 | $3.37M | 0.00% | −5,199−11.4% | Reduced |
| Simplex Trading, LLC | 40,029 | $3.32M | 0.10% | +40,029 | New |
| Noked Israel Ltd | 40,000 | $3.32M | 0.87% | +40,000 | New |
| Bank of Nova Scotia | 39,608 | $3.28M | 0.01% | −3,763−8.7% | Reduced |
| Verition Fund Management LLC | 37,200 | $3.08M | 0.03% | +37,200 | New |
| Heartland Advisors Inc | 36,565 | $3.03M | 0.16% | −100,411−73.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 35,829 | $2.97M | 0.31% | +13,249+58.7% | Added |
| Handelsbanken Fonder AB | 35,412 | $2.94M | 0.01% | −26,133−42.5% | Reduced |
| Van Eck Associates Corp | 34,629 | $2.87M | 0.01% | +20,719+149.0% | Added |
| Advisor Group Holdings, Inc. | 33,611 | $2.79M | 0.00% | −33,361−49.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,470 | $2.77M | 0.03% | −1,700−4.8% | Reduced |
| IMC-Chicago, LLC | 33,174 | $2.75M | 0.09% | +33,174 | New |
| Gotham Asset Management, LLC | 32,571 | $2.70M | 0.05% | −3,592−9.9% | Reduced |
| Cumberland Partners Ltd | 32,500 | $2.69M | 0.25% | +12,500+62.5% | Added |
| NewEdge Wealth, LLC | 31,808 | $2.64M | 0.07% | +1,128+3.7% | Added |
| Vestmark Advisory Solutions, Inc. | 31,672 | $2.63M | 0.13% | +992+3.2% | Added |
| Wealth Enhancement Advisory Services, LLC | 31,625 | $2.62M | 0.01% | +19,559+162.1% | Added |
| AE Wealth Management LLC | 27,522 | $2.52M | 0.01% | +2,430+9.7% | Added |
| Oregon Public Employees Retirement Fund | 30,192 | $2.50M | 0.04% | +200+0.7% | Added |
| Louisiana State Employees Retirement System | 30,100 | $2.50M | 0.05% | −200−0.7% | Reduced |
| EULAV Asset Management | 30,000 | $2.49M | 0.08% | −21−0.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 29,706 | $2.46M | 0.02% | −4,050−12.0% | Reduced |
| Engineers Gate Manager LP | 29,654 | $2.46M | 0.07% | +16,330+122.6% | Added |
| Warther Private Wealth, LLC | 29,330 | $2.43M | 1.36% | +29,330 | New |
| US Bancorp | 28,760 | $2.38M | 0.00% | −519−1.8% | Reduced |
| Arizona State Retirement System | 28,409 | $2.36M | 0.02% | −916−3.1% | Reduced |
| Thrivent Financial for Lutherans | 26,734 | $2.22M | 0.00% | −51−0.2% | Reduced |
| Epacria Capital Partners, LLC | 26,019 | $2.16M | 1.73% | 00.0% | Unchanged |
| M&T Bank Corp | 25,731 | $2.13M | 0.01% | −967−3.6% | Reduced |
| SkyView Investment Advisors, LLC | 25,692 | $2.13M | 0.53% | −5,653−18.0% | Reduced |
| State of Michigan Retirement System | 25,679 | $2.13M | 0.01% | +100+0.4% | Added |
| Nordea Investment Management AB | 25,598 | $2.12M | 0.00% | −2,465−8.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 25,275 | $2.10M | 2.12% | −39,629−61.1% | Reduced |
| Cozad Asset Management Inc | 25,201 | $2.09M | 0.24% | +1,666+7.1% | Added |
| Teacher Retirement System of Texas | 24,984 | $2.07M | 0.01% | −15,640−38.5% | Reduced |
| State of Tennessee, Treasury Department | 24,608 | $2.04M | 0.01% | +11,100+82.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,808 | $1.97M | 0.05% | +83+0.3% | Added |
| Quinn Opportunity Partners LLC | 23,754 | $1.97M | 0.23% | +23,754 | New |
| Ameritas Investment Partners, Inc. | 23,629 | $1.96M | 0.07% | −362−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,614 | $1.96M | 0.01% | +1,952+9.0% | Added |
| Stony Point Capital LLC | 23,297 | $1.93M | 0.64% | −149,160−86.5% | Reduced |
| USS Investment Management Ltd | 23,247 | $1.93M | 0.02% | 00.0% | Unchanged |
| CenterBook Partners LP | 23,147 | $1.92M | 0.23% | +9,941+75.3% | Added |
| Lecap Asset Management Ltd | 23,042 | $1.91M | 0.70% | +23,042 | New |
| Prescott Group Capital Management, L.L.C. | 22,919 | $1.90M | 0.33% | +12,000+109.9% | Added |
| Vontobel Holding Ltd. | 22,314 | $1.85M | 0.02% | +3,510+18.7% | Added |
| Guggenheim Capital LLC | 22,223 | $1.84M | 0.01% | +16,881+316.0% | Added |
| AIA Group Ltd | 22,200 | $1.84M | 0.08% | +22,200 | New |
| Lansing Management LP | 21,812 | $1.81M | 1.93% | +21,812 | New |
| Vestcor Inc | 21,366 | $1.77M | 0.06% | +395+1.9% | Added |
| Commonwealth Equity Services, LLC | 21,345 | $1.77M | 0.00% | +14,964+234.5% | Added |
| HRT Financial LP | 21,148 | $1.75M | 0.01% | +21,148 | New |
| New Mexico Educational Retirement Board | 21,060 | $1.75M | 0.07% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 20,839 | $1.73M | 0.28% | +1,171+6.0% | Added |