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 3 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, Q1 2024
Institutional positions in Interactive Brokers Group, Inc. as of Mar 31, 2024. 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
- 494
- +41 vs. Q4 2023
- Shares held
- 94.7M
- +1.65M (+1.8%) vs. Q4 2023
- Total value
- $10.6B
- +$2.86B (+37.1%) vs. Q4 2023
- New holders
- 90
- 162 more added
- Sold out
- 49
- 172 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,677,465 | $1.08B | 0.02% | −12,591−0.1% | Reduced |
| BlackRock Inc. | 9,091,283 | $1.02B | 0.02% | +71,098+0.8% | Added |
| Orbis Allan Gray Ltd | 7,129,746 | $796.5M | 4.77% | −639,165−8.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5,137,616 | $573.9M | 1.33% | −1,170,286−18.6% | Reduced |
| JPMorgan Chase & Co | 3,702,768 | $413.6M | 0.04% | +2,316,739+167.1% | Added |
| Cantillon Capital Management LLC | 3,655,704 | $408.4M | 2.57% | −73,165−2.0% | Reduced |
| State Street Corp | 3,190,380 | $356.4M | 0.02% | +95,429+3.1% | Added |
| Greenwich Wealth Management LLC | 2,971,334 | $331.9M | 26.44% | −146,842−4.7% | Reduced |
| Egerton Capital (UK) LLP | 2,823,697 | $315.4M | 3.05% | +2,823,697 | New |
| Bares Capital Management, Inc. | 2,810,131 | $313.9M | 12.46% | +264,543+10.4% | Added |
| Marshall Wace, LLP | 2,025,233 | $226.2M | 0.37% | −1,135,901−35.9% | Reduced |
| Geode Capital Management, LLC | 1,874,442 | $209.4M | 0.02% | +204,571+12.3% | Added |
| Morgan Stanley | 1,830,018 | $204.4M | 0.02% | +850,395+86.8% | Added |
| Jarislowsky, Fraser Ltd | 1,710,286 | $191.1M | 1.10% | −101,518−5.6% | Reduced |
| Voya Investment Management LLC | 1,479,019 | $165.2M | 0.16% | +1,464,497+10,084.7% | Added |
| Norges Bank | 1,451,993 | $162.2M | 0.03% | +276,172+23.5% | Added |
| Neuberger Berman Group LLC | 1,249,652 | $139.6M | 0.12% | +29,177+2.4% | Added |
| FIL Ltd | 1,060,741 | $118.5M | 0.12% | −150,801−12.4% | Reduced |
| Bank of America Corp | 1,013,650 | $113.2M | 0.01% | +320,276+46.2% | Added |
| Bank of New York Mellon Corp | 980,140 | $109.5M | 0.02% | +14,114+1.5% | Added |
| Coronation Fund Managers Ltd. | 937,193 | $104.7M | 2.85% | −258,986−21.7% | Reduced |
| Wells Fargo & Company | 918,857 | $102.6M | 0.03% | −49,812−5.1% | Reduced |
| Bronte Capital Management Pty Ltd. | 842,425 | $94.1M | 8.08% | +6,231+0.7% | Added |
| Abrams Bison Investments, LLC | 813,000 | $90.8M | 8.11% | −99,000−10.9% | Reduced |
| Charles Schwab Investment Management Inc | 770,818 | $86.1M | 0.02% | −70,034−8.3% | Reduced |
| Bamco Inc | 764,968 | $85.5M | 0.23% | +27,434+3.7% | Added |
| FMR LLC | 742,895 | $83.0M | 0.01% | −1,032,574−58.2% | Reduced |
| Northern Trust Corp | 681,618 | $76.1M | 0.01% | −83,629−10.9% | Reduced |
| Empower Advisory Group, LLC | 679,253 | $75.9M | 0.28% | +152,446+28.9% | Added |
| 1832 Asset Management L.P. | 609,981 | $68.1M | 0.12% | −65,021−9.6% | Reduced |
| Royal Bank of Canada | 603,480 | $67.4M | 0.02% | +92,398+18.1% | Added |
| Cooper Investors Pty Ltd | 597,481 | $66.7M | 3.85% | +6,955+1.2% | Added |
| Principal Financial Group Inc | 559,901 | $62.5M | 0.04% | +78,852+16.4% | Added |
| Ancient Art, L.P. | 550,174 | $61.5M | 12.42% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 531,288 | $59.4M | 0.27% | −198,855−27.2% | Reduced |
| Agf Management Ltd | 527,855 | $59.0M | 0.33% | +430,050+439.7% | Added |
| Ensign Peak Advisors, Inc | 482,350 | $53.9M | 0.10% | +93,146+23.9% | Added |
| Invesco Ltd. | 481,276 | $53.8M | 0.01% | −77,772−13.9% | Reduced |
| Junto Capital Management LP | 477,044 | $53.3M | 1.18% | +477,044 | New |
| Pictet Asset Management Holding SA | 470,353 | $52.5M | 0.06% | −117,274−20.0% | Reduced |
| TimesSquare Capital Management, LLC | 423,815 | $47.3M | 0.69% | −384,991−47.6% | Reduced |
| Raymond James & Associates | 414,548 | $46.3M | 0.03% | +24,365+6.2% | Added |
| Renaissance Technologies LLC | 398,500 | $44.5M | 0.07% | +247,800+164.4% | Added |
| Citigroup Inc | 375,882 | $42.0M | 0.05% | +325,916+652.3% | Added |
| Polar Capital Holdings Plc | 354,480 | $39.6M | 0.24% | +117,196+49.4% | Added |
| Envestnet Asset Management Inc | 349,162 | $39.0M | 0.01% | +63,324+22.2% | Added |
| Hudson Way Capital Management LLC | 331,017 | $37.0M | 6.75% | +109,669+49.5% | Added |
| RV Capital GmbH | 309,947 | $34.6M | 9.25% | 00.0% | Unchanged |
| Oakcliff Capital Partners, LP | 302,647 | $33.8M | 20.26% | −37,000−10.9% | Reduced |
| Antipodes Partners Ltd | 298,322 | $33.3M | 1.05% | −58,667−16.4% | Reduced |
| Rhumbline Advisers | 291,674 | $32.6M | 0.03% | −11,068−3.7% | Reduced |
| Dimensional Fund Advisors LP | 274,067 | $30.6M | 0.01% | −2,113−0.8% | Reduced |
| Retirement Systems of Alabama | 265,511 | $29.7M | 0.11% | +131,481+98.1% | Added |
| Nuveen Asset Management, LLC | 265,160 | $29.6M | 0.01% | +2,243+0.9% | Added |
| Legal & General Group Plc | 263,869 | $29.5M | 0.01% | +10,364+4.1% | Added |
| Federated Hermes, Inc. | 260,285 | $29.1M | 0.07% | +1,530+0.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 237,454 | $26.5M | 0.62% | −17,259−6.8% | Reduced |
| Balyasny Asset Management LLC | 227,352 | $25.4M | 0.07% | −177,279−43.8% | Reduced |
| Cercano Management LLC | 218,587 | $24.4M | 0.68% | −133,171−37.9% | Reduced |
| Goldman Sachs Group Inc | 218,181 | $24.4M | 0.01% | −733,030−77.1% | Reduced |
| HSBC Holdings PLC | 209,783 | $23.4M | 0.02% | +2,783+1.3% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 209,747 | $23.4M | 1.59% | +2,747+1.3% | Added |
| California Public Employees Retirement System | 202,845 | $22.7M | 0.02% | +585+0.3% | Added |
| Swiss National Bank | 200,600 | $22.4M | 0.02% | +300+0.1% | Added |
| Hosking Partners LLP | 187,326 | $20.9M | 0.77% | +24,118+14.8% | Added |
| Woodson Capital Management, LP | 179,000 | $20.0M | 3.65% | −14,000−7.3% | Reduced |
| Stifel Financial Corp | 176,484 | $19.7M | 0.02% | −14,778−7.7% | Reduced |
| State of Wisconsin Investment Board | 173,235 | $19.4M | 0.05% | −23,329−11.9% | Reduced |
| UBS Asset Management Americas Inc | 165,002 | $18.4M | 0.01% | −3,262−1.9% | Reduced |
| Scout Investments, Inc. | 163,636 | $18.3M | 0.45% | +163,636 | New |
| Dana Investment Advisors, Inc. | 157,568 | $17.6M | 0.59% | +1,858+1.2% | Added |
| Brooktree Capital Management | 151,875 | $17.0M | 13.08% | −6,198−3.9% | Reduced |
| Ameriprise Financial Inc | 149,186 | $16.7M | 0.00% | +13,940+10.3% | Added |
| Alliancebernstein L.P. | 148,236 | $16.6M | 0.01% | −15,993−9.7% | Reduced |
| Credit Suisse AG | 145,835 | $16.3M | 0.02% | −683−0.5% | Reduced |
| American International Group, Inc. | 141,630 | $15.8M | 0.06% | −2,894−2.0% | Reduced |
| Governors Lane LP | 140,231 | $15.7M | 2.52% | +140,231 | New |
| Russell Investments Group, Ltd. | 139,991 | $15.6M | 0.02% | −8,407−5.7% | Reduced |
| Nomura Holdings Inc | 137,581 | $15.4M | 0.12% | +137,581 | New |
| Victory Capital Management Inc | 136,244 | $15.2M | 0.01% | −4,258−3.0% | Reduced |
| Gabelli Funds LLC | 132,149 | $14.8M | 0.11% | +100+0.1% | Added |
| Susquehanna Fundamental Investments, LLC | 128,637 | $14.4M | 0.67% | +103,362+408.9% | Added |
| LPL Financial LLC | 118,133 | $13.2M | 0.01% | +49,128+71.2% | Added |
| Owls Nest Partners IA, LLC | 116,331 | $13.0M | 3.44% | −25,518−18.0% | Reduced |
| Citadel Advisors LLC | 115,418 | $12.9M | 0.01% | −321,902−73.6% | Reduced |
| Smith Group Asset Management, LLC | 115,287 | $12.9M | 0.74% | −47,804−29.3% | Reduced |
| Alyeska Investment Group, L.P. | 111,698 | $12.5M | 0.08% | +111,698 | New |
| Janus Henderson Group PLC | 108,977 | $12.2M | 0.01% | +9,858+9.9% | Added |
| Barclays PLC | 103,143 | $11.5M | 0.01% | +9,752+10.4% | Added |
| KBC Group NV | 103,089 | $11.5M | 0.04% | +689+0.7% | Added |
| California State Teachers Retirement System | 102,059 | $11.4M | 0.01% | −5,783−5.4% | Reduced |
| American Century Companies Inc | 94,247 | $10.5M | 0.01% | −65,269−40.9% | Reduced |
| Texas Permanent School Fund | 93,658 | $10.5M | 0.08% | +1,212+1.3% | Added |
| Manufacturers Life Insurance Company, The | 93,094 | $10.4M | 0.01% | +4,311+4.9% | Added |
| O'Brien Greene & Co. Inc | 87,081 | $9.73M | 3.20% | +931+1.1% | Added |
| Allianz Asset Management GmbH | 85,538 | $9.56M | 0.02% | −84,557−49.7% | Reduced |
| Winmill & Co. Inc | 81,800 | $9.14M | 2.60% | 00.0% | Unchanged |
| SEI Investments Co | 79,745 | $8.91M | 0.01% | −34,387−30.1% | Reduced |
| Millennium Management LLC | 77,728 | $8.68M | 0.01% | −262,868−77.2% | Reduced |
| Lansing Management LP | 77,583 | $8.67M | 8.42% | +55,771+255.7% | Added |