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 |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 186 | $15.4K | 0.00% | −84−31.1% | Reduced |
| Bruce G. Allen Investments, LLC | 171 | $14.2K | 0.01% | +171 | New |
| Proequities, Inc. | 169 | $14.0K | 0.00% | +7+4.3% | Added |
| GAMMA Investing LLC | 154 | $13.7K | 0.00% | +154 | New |
| LM Advisors LLC | 160 | $13.3K | 0.00% | +160 | New |
| Blume Capital Management, Inc. | 159 | $13.2K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 149 | $12.4K | 0.00% | −124−45.4% | Reduced |
| Bessemer Group Inc | 129 | $11.0K | 0.00% | −1−0.8% | Reduced |
| Farther Finance Advisors, LLC | 127 | $10.5K | 0.00% | +124+4,133.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $9.01K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 107 | $8.88K | 0.00% | +1+0.9% | Added |
| Parallel Advisors, LLC | 106 | $8.79K | 0.00% | −7−6.2% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $8.29K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 85 | $7.05K | 0.01% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 87 | $7.00K | 0.01% | +87 | New |
| Park Place Capital Corp | 81 | $6.71K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 75 | $6.22K | 0.00% | +75 | New |
| Huntington National Bank | 74 | $6.13K | 0.00% | +31+72.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 64 | $5.31K | 0.00% | +64 | New |
| GoalVest Advisory LLC | 63 | $5.22K | 0.00% | −148−70.1% | Reduced |
| Harbour Investments, Inc. | 52 | $4.31K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 50 | $4.14K | 0.00% | +50 | New |
| IFP Advisors, Inc | 46 | $3.85K | 0.00% | −805−94.6% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $3.23K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 35 | $2.90K | 0.00% | +32+1,066.7% | Added |
| LGT Financial Advisors LLC | 30 | $2.49K | 0.00% | −7−18.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 30 | $2.49K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 29 | $2.40K | 0.00% | +29 | New |
| Sunbelt Securities, Inc. | 28 | $2.33K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $2.00K | 0.00% | −6−24.0% | Reduced |
| Hantz Financial Services, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Clearstead Advisors, LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.33K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12 | $995 | 0.00% | −149−92.5% | Reduced |
| ORG Partners LLC | 11 | $913 | 0.00% | −76−87.4% | Reduced |
| Versant Capital Management, Inc | 10 | $829 | 0.00% | −44−81.5% | Reduced |
| English Capital Management LLC | 10 | $829 | 0.00% | +10 | New |
| Orion Capital Management LLC | 9 | $746 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $663 | 0.00% | +2+33.3% | Added |
| AdvisorNet Financial, Inc | 8 | $663 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 6 | $498 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 5 | $416 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $415 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $415 | 0.00% | +5 | New |
| Rothschild Investment LLC | 4 | $332 | 0.00% | +4 | New |
| Foster Dykema Cabot & Partners, LLC | 4 | $332 | 0.00% | +4 | New |
| Castleview Partners, LLC | 3 | $249 | 0.00% | +3 | New |
| Glassman Wealth Services | 2 | $166 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −533,629−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −510,519−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −230,695−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −166,326−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −158,104−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −115,891−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −73,461−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −56,600−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −54,300−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −45,392−100.0% | Sold out |
| Redwood Investments, LLC | 0 | $0 | 0.00% | −36,792−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −30,142−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −29,212−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −18,516−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −15,748−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,922−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −8,635−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −7,994−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −7,827−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,790−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,535−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −6,140−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,809−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −5,448−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −4,979−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,109−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −3,495−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| Platte River Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,380−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,967−100.0% | Sold out |
| Leeward Financial Partners, LLC | 0 | $0 | 0.00% | −2,834−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −2,825−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,579−100.0% | Sold out |
| DFPG Investments, LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,459−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,184−100.0% | Sold out |
| Atlas Capital Advisors LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −173−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |