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 Waterhouse Canada Inc. | 3,684 | $429.5K | 0.00% | +3,678+61,300.0% | Added |
| Blueshift Asset Management, LLC | 5,164 | $428.1K | 0.23% | +5,164 | New |
| Intech Investment Management LLC | 5,155 | $427.4K | 0.01% | +5,155 | New |
| Ibex Investors LLC | 4,961 | $411.3K | 0.50% | −39−0.8% | Reduced |
| Davenport & Co LLC | 4,960 | $411.2K | 0.00% | +2,123+74.8% | Added |
| Mariner, LLC | 4,831 | $400.5K | 0.00% | +86+1.8% | Added |
| Shelton Capital Management | 4,816 | $399.2K | 0.01% | −154−3.1% | Reduced |
| Brown Advisory Inc | 4,768 | $395.3K | 0.00% | +10.0% | Added |
| Avestar Capital, LLC | 4,720 | $391.3K | 0.05% | +4,720 | New |
| Hyperion Capital Advisors LP | 4,713 | $390.7K | 0.21% | +1,300+38.1% | Added |
| National Asset Management, Inc. | 4,461 | $369.8K | 0.01% | −1,151−20.5% | Reduced |
| Quadrature Capital Ltd | 4,432 | $367.4K | 0.01% | +4,432 | New |
| Central Trust Co | 4,344 | $360.1K | 0.01% | +249+6.1% | Added |
| QRG Capital Management, Inc. | 4,203 | $348.4K | 0.01% | +269+6.8% | Added |
| Navellier & Associates Inc | 4,185 | $346.9K | 0.05% | +94+2.3% | Added |
| Scotia Capital Inc. | 4,101 | $340.0K | 0.00% | +66+1.6% | Added |
| Richard W. Paul & Associates, LLC | 4,033 | $334.3K | 0.14% | −126−3.0% | Reduced |
| NBC Securities, Inc. | 3,984 | $330.0K | 0.03% | −65−1.6% | Reduced |
| Heritage Wealth Management, LLC | 3,873 | $321.1K | 0.17% | +3,873 | New |
| Cottonwood Capital Advisors, LLC | 3,575 | $296.4K | 0.24% | +953+36.3% | Added |
| Advisory Services Network, LLC | 3,421 | $283.6K | 0.01% | −238−6.5% | Reduced |
| First Hawaiian Bank | 3,414 | $283.0K | 0.01% | −110−3.1% | Reduced |
| Alps Advisors Inc | 3,382 | $280.4K | 0.00% | −191−5.3% | Reduced |
| Profund Advisors LLC | 3,264 | $270.6K | 0.01% | +375+13.0% | Added |
| EverSource Wealth Advisors, LLC | 3,208 | $265.9K | 0.02% | −118−3.5% | Reduced |
| Scientech Research LLC | 3,204 | $265.6K | 0.26% | +3,204 | New |
| Studio Investment Management LLC | 3,094 | $256.5K | 0.07% | −609−16.4% | Reduced |
| Axxcess Wealth Management, LLC | 3,079 | $255.2K | 0.01% | −70−2.2% | Reduced |
| Synergy Financial Group, LTD | 3,001 | $248.8K | 0.30% | −125−4.0% | Reduced |
| Gamco Investors, Inc. Et Al | 3,000 | $248.7K | 0.00% | +250+9.1% | Added |
| CIBC Asset Management Inc | 2,905 | $240.8K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,881 | $239.6K | 0.00% | −2,407−45.5% | Reduced |
| Fifth Third Bancorp | 2,847 | $236.0K | 0.00% | −17,600−86.1% | Reduced |
| Ethic Inc. | 2,836 | $235.1K | 0.01% | +2,836 | New |
| L2 Asset Management, LLC | 2,742 | $227.3K | 0.09% | +2,742 | New |
| Wealth Alliance | 2,722 | $225.7K | 0.03% | +23+0.9% | Added |
| Systematic Portfolios LLC | 2,701 | $223.9K | 0.68% | +2,701 | New |
| Private Advisor Group, LLC | 2,688 | $222.8K | 0.00% | +2,688 | New |
| Cresset Asset Management, LLC | 2,682 | $222.3K | 0.00% | +2,682 | New |
| Crewe Advisors LLC | 2,636 | $218.5K | 0.03% | +88+3.5% | Added |
| Revisor Wealth Management LLC | 2,613 | $216.6K | 0.25% | −2,368−47.5% | Reduced |
| Kestra Advisory Services, LLC | 2,609 | $216.3K | 0.00% | +183+7.5% | Added |
| Wallace Advisory Group, LLC | 2,476 | $214.3K | 0.17% | −203−7.6% | Reduced |
| Meeder Asset Management Inc | 2,535 | $210.2K | 0.02% | +2,535 | New |
| Bartlett & Co. Wealth Management LLC | 2,360 | $196.2K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,366 | $196.1K | 0.00% | +2,366 | New |
| Bartlett & Co. LLC | 2,360 | $196.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,221 | $184.1K | 0.02% | −58−2.5% | Reduced |
| Cutler Group LP | 1,670 | $138.0K | 0.02% | +1,670 | New |
| Raleigh Capital Management Inc. | 1,658 | $137.5K | 0.06% | +90+5.7% | Added |
| Ossiam | 1,648 | $136.6K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,443 | $119.6K | 0.08% | +728+101.8% | Added |
| Allworth Financial LP | 1,410 | $116.9K | 0.00% | +500+54.9% | Added |
| Macquarie Group Ltd | 1,350 | $111.9K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,295 | $107.4K | 0.00% | −2,666−67.3% | Reduced |
| Assetmark, Inc | 1,199 | $99.4K | 0.00% | +79+7.1% | Added |
| Northwestern Mutual Wealth Management Co | 1,110 | $92.0K | 0.00% | −56−4.8% | Reduced |
| EntryPoint Capital, LLC | 1,108 | $91.9K | 0.09% | +1,108 | New |
| Western Pacific Wealth Management, LP | 1,100 | $91.2K | 0.07% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 952 | $78.9K | 0.00% | −295−23.7% | Reduced |
| Signaturefd, LLC | 933 | $77.3K | 0.00% | −304−24.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 920 | $76.3K | 0.03% | +21+2.3% | Added |
| CVA Family Office, LLC | 905 | $75.0K | 0.01% | +905 | New |
| GHP Investment Advisors, Inc. | 887 | $73.5K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 866 | $71.0K | 0.01% | +146+20.3% | Added |
| CWM, LLC | 808 | $67.0K | 0.00% | −343−29.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 784 | $65.0K | 0.00% | +32+4.3% | Added |
| Toronto Dominion Bank | 765 | $63.4K | 0.00% | −20,030−96.3% | Reduced |
| Asset Management One Co.,Ltd. | 744 | $61.9K | 0.00% | +135+22.2% | Added |
| Quent Capital, LLC | 720 | $59.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 585 | $48.5K | 0.00% | +47+8.7% | Added |
| Ci Investments Inc. | 564 | $47.0K | 0.00% | −401−41.6% | Reduced |
| Kapitalo Investimentos Ltda | 480 | $39.8K | 0.01% | +353+278.0% | Added |
| Principal Securities, Inc. | 478 | $39.6K | 0.00% | +478 | New |
| Benjamin Edwards Inc | 442 | $37.0K | 0.01% | +28+6.8% | Added |
| Chiron Investment Management, LLC | 442 | $36.6K | 0.01% | +442 | New |
| SYSTM Wealth Solutions LLC | 411 | $34.1K | 0.00% | −4,695−92.0% | Reduced |
| Rakuten Securities, Inc. | 407 | $33.7K | 0.03% | +407 | New |
| Benjamin F. Edwards & Company, Inc. | 403 | $33.0K | 0.00% | +94+30.4% | Added |
| Headlands Technologies LLC | 386 | $32.0K | 0.01% | −73−15.9% | Reduced |
| Global X Japan Co., Ltd. | 383 | $31.8K | 0.02% | +383 | New |
| Westpac Banking Corp | 380 | $31.5K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 377 | $31.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 370 | $30.7K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $27.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 326 | $27.0K | 0.00% | −125−27.7% | Reduced |
| Spire Wealth Management | 297 | $26.7K | 0.00% | +19+6.8% | Added |
| DT Investment Partners, LLC | 280 | $25.1K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 299 | $24.8K | 0.01% | +299 | New |
| Rosenberg Matthew Hamilton | 280 | $23.2K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 276 | $22.9K | 0.00% | −4−1.4% | Reduced |
| Vima LLC | 270 | $22.4K | 0.05% | +270 | New |
| SRS Capital Advisors, Inc. | 254 | $21.1K | 0.00% | −48−15.9% | Reduced |
| Private Trust Co NA | 250 | $20.7K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 243 | $20.1K | 0.00% | +243 | New |
| Smartleaf Asset Management LLC | 215 | $17.9K | 0.00% | +215 | New |
| Covestor Ltd | 209 | $17.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $16.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 197 | $16.3K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 191 | $16.0K | 0.00% | 00.0% | Unchanged |