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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 20,617 | $1.71M | 0.06% | −535−2.5% | Reduced |
| Pacer Advisors, Inc. | 20,075 | $1.66M | 0.00% | +7,735+62.7% | Added |
| Resources Investment Advisors, LLC. | 19,835 | $1.64M | 0.03% | −621−3.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,554 | $1.62M | 0.01% | +1,530+8.5% | Added |
| STRS Ohio | 19,420 | $1.61M | 0.01% | −264,395−93.2% | Reduced |
| Darwin Advisors, LLC | 19,246 | $1.60M | 0.43% | −1,258−6.1% | Reduced |
| Deutsche Bank AG | 18,276 | $1.52M | 0.00% | +991+5.7% | Added |
| Cetera Investment Advisers | 17,400 | $1.44M | 0.01% | +47+0.3% | Added |
| Wolverine Trading, LLC | 17,238 | $1.43M | 0.01% | +11,251+187.9% | Added |
| Uncommon Cents Investing LLC | 16,860 | $1.40M | 0.46% | 00.0% | Unchanged |
| Sciencast Management LP | 16,518 | $1.37M | 0.75% | +8,648+109.9% | Added |
| Versor Investments LP | 15,300 | $1.27M | 0.26% | +15,300 | New |
| Credential Qtrade Securities Inc. | 15,230 | $1.26M | 0.08% | −1,100−6.7% | Reduced |
| Natixis Advisors, L.P. | 14,982 | $1.24M | 0.00% | −2,180−12.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 14,672 | $1.22M | 0.31% | +1,848+14.4% | Added |
| Voya Investment Management LLC | 14,522 | $1.20M | 0.00% | +442+3.1% | Added |
| Pin Oak Investment Advisors Inc | 14,090 | $1.17M | 1.18% | −575−3.9% | Reduced |
| Prudential Financial Inc | 13,969 | $1.16M | 0.00% | −12,682−47.6% | Reduced |
| SG Americas Securities, LLC | 13,858 | $1.15M | 0.01% | +12,123+698.7% | Added |
| D.A. Davidson & Co. | 13,155 | $1.09M | 0.01% | +13,155 | New |
| Xponance, Inc. | 13,125 | $1.09M | 0.01% | +347+2.7% | Added |
| Credit Agricole S A | 12,409 | $1.03M | 0.02% | +2,684+27.6% | Added |
| Amundi | 11,595 | $1.02M | 0.00% | −115,868−90.9% | Reduced |
| Wealthsource Partners, LLC | 11,689 | $969.0K | 0.06% | +343+3.0% | Added |
| Toroso Investments, LLC | 11,616 | $963.0K | 0.02% | −86−0.7% | Reduced |
| State of Alaska, Department of Revenue | 11,556 | $957.0K | 0.01% | −1,155−9.1% | Reduced |
| JustInvest LLC | 11,431 | $947.7K | 0.02% | −818−6.7% | Reduced |
| Quantbot Technologies LP | 11,387 | $944.0K | 0.05% | −7,444−39.5% | Reduced |
| Two Sigma Securities, LLC | 11,355 | $941.3K | 0.04% | +11,355 | New |
| Tower Research Capital LLC (TRC) | 11,179 | $926.7K | 0.01% | +6,346+131.3% | Added |
| Portside Wealth Group, LLC | 11,134 | $923.0K | 0.17% | +1,112+11.1% | Added |
| Chase Investment Counsel Corp | 11,000 | $911.0K | 0.40% | −43,514−79.8% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $892.0K | 0.00% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 10,679 | $882.0K | 0.00% | +882+9.0% | Added |
| Aspire Private Capital, LLC | 10,584 | $877.5K | 0.26% | +609+6.1% | Added |
| Inspire Advisors, LLC | 10,512 | $871.5K | 0.13% | +6,771+181.0% | Added |
| Walleye Trading LLC | 10,243 | $849.1K | 0.01% | +1,295+14.5% | Added |
| VCI Wealth Management LLC | 10,229 | $847.9K | 0.52% | +10,229 | New |
| Gator Capital Management, LLC | 10,200 | $845.6K | 0.47% | +10,200 | New |
| Group One Trading, L.P. | 9,994 | $828.5K | 0.03% | +9,994 | New |
| Pathstone Holdings, LLC | 9,981 | $827.4K | 0.00% | +9,981 | New |
| Wealthfront Advisers LLC | 9,800 | $812.4K | 0.00% | −12,790−56.6% | Reduced |
| Wintrust Investments LLC | 9,535 | $790.0K | 0.08% | +9,535 | New |
| Envestnet Portfolio Solutions, Inc. | 9,473 | $785.3K | 0.00% | +473+5.3% | Added |
| The PNC Financial Services Group, Inc. | 9,465 | $784.6K | 0.00% | −334−3.4% | Reduced |
| Advisor OS, LLC | 9,411 | $780.2K | 0.10% | −545−5.5% | Reduced |
| Captrust Financial Advisors | 9,358 | $775.8K | 0.00% | +830+9.7% | Added |
| Formidable Asset Management, LLC | 9,258 | $767.5K | 0.17% | −225−2.4% | Reduced |
| Axq Capital, LP | 9,200 | $762.7K | 0.20% | +9,200 | New |
| Graham Capital Management, L.P. | 9,095 | $754.0K | 0.02% | −35,667−79.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 9,047 | $750.0K | 0.04% | −150−1.6% | Reduced |
| Securian Asset Management, Inc | 8,960 | $742.8K | 0.02% | −100−1.1% | Reduced |
| Jump Financial, LLC | 8,824 | $731.5K | 0.02% | −3,180−26.5% | Reduced |
| Baker Tilly Wealth Management, LLC | 8,754 | $725.7K | 0.12% | +1,077+14.0% | Added |
| FourThought Financial Partners, LLC | 8,376 | $694.4K | 0.09% | −100−1.2% | Reduced |
| Aquatic Capital Management LLC | 8,100 | $671.0K | 0.02% | −18,900−70.0% | Reduced |
| Cetera Advisor Networks LLC | 7,952 | $659.2K | 0.00% | +606+8.2% | Added |
| Maryland State Retirement & Pension System | 7,886 | $653.7K | 0.01% | 00.0% | Unchanged |
| Global Endowment Management, LP | 7,748 | $642.3K | 0.07% | −1,434−15.6% | Reduced |
| Crossmark Global Holdings, Inc. | 7,752 | $642.0K | 0.01% | −200−2.5% | Reduced |
| Norden Group LLC | 7,609 | $630.8K | 0.11% | −1,026−11.9% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,475 | $619.7K | 0.35% | +112+1.5% | Added |
| Brown Brothers Harriman & Co | 7,421 | $615.2K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Advisors | 7,417 | $614.9K | 0.09% | −1,581−17.6% | Reduced |
| Lebenthal Global Advisors, LLC | 7,377 | $611.6K | 0.14% | +7,377 | New |
| Banco Santander, S.A. | 7,331 | $607.7K | 0.01% | −1,366−15.7% | Reduced |
| Virtus ETF Advisers LLC | 7,291 | $604.4K | 0.38% | −1,661−18.6% | Reduced |
| Illinois Municipal Retirement Fund | 7,278 | $603.0K | 0.01% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 7,169 | $594.3K | 0.58% | −35−0.5% | Reduced |
| Concurrent Investment Advisors, LLC | 7,151 | $592.7K | 0.03% | +7,151 | New |
| Mystic Asset Management, Inc. | 7,050 | $584.4K | 0.28% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,046 | $584.1K | 0.15% | +3,809+117.7% | Added |
| Retirement Planning Co of New England, Inc. | 6,940 | $575.3K | 0.26% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 6,921 | $573.8K | 0.13% | +622+9.9% | Added |
| GTS Securities LLC | 6,777 | $561.8K | 0.01% | +3,817+129.0% | Added |
| Centiva Capital, LP | 6,735 | $558.3K | 0.03% | +2,333+53.0% | Added |
| Exchange Traded Concepts, LLC | 6,709 | $556.2K | 0.01% | −15,663−70.0% | Reduced |
| MML Investors Services, LLC | 6,695 | $555.0K | 0.00% | −1,194−15.1% | Reduced |
| Everpar Advisors LLC | 6,610 | $548.0K | 0.26% | +6,610 | New |
| MBM Wealth Consultants, LLC | 5,896 | $532.7K | 0.20% | +339+6.1% | Added |
| Eschler Asset Management LLP | 6,111 | $507.0K | 0.40% | +6,111 | New |
| Hyman Charles D | 6,100 | $506.0K | 0.03% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,025 | $499.5K | 0.04% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 5,957 | $493.8K | 0.04% | +5,957 | New |
| Glenmede Trust Co NA | 5,942 | $492.6K | 0.00% | −4,020−40.4% | Reduced |
| Creative Planning | 5,940 | $492.4K | 0.00% | −4,084−40.7% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $492.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 5,905 | $489.0K | 0.00% | +1,495+33.9% | Added |
| Fiduciary Family Office, LLC | 5,887 | $488.0K | 0.21% | +5,887 | New |
| Alliance Wealth Advisors, LLC | 5,763 | $477.8K | 0.16% | +153+2.7% | Added |
| LVW Advisors, LLC | 5,713 | $473.6K | 0.09% | −557−8.9% | Reduced |
| Utah Retirement Systems | 5,700 | $472.5K | 0.01% | +300+5.6% | Added |
| ProShare Advisors LLC | 5,630 | $466.7K | 0.00% | −147−2.5% | Reduced |
| Edgestream Partners, L.P. | 5,591 | $463.5K | 0.03% | +1,590+39.7% | Added |
| Stephens Inc | 5,502 | $456.1K | 0.01% | +5,502 | New |
| HighPoint Advisor Group LLC | 4,157 | $454.0K | 0.03% | +4,157 | New |
| Landscape Capital Management, L.L.C. | 5,400 | $447.7K | 0.04% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 5,355 | $443.9K | 0.00% | −16−0.3% | Reduced |
| Walleye Capital LLC | 5,208 | $431.7K | 0.01% | −38,556−88.1% | Reduced |
| Eqis Capital Management, Inc. | 5,191 | $430.4K | 0.04% | −1,586−23.4% | Reduced |