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, 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 |
|---|---|---|---|---|---|
| Riggs Asset Managment Co. Inc. | 2 | $224 | 0.00% | +2 | New |
| Castleview Partners, LLC | 3 | $335 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $447 | 0.00% | −1−20.0% | Reduced |
| Rothschild Investment LLC | 4 | $447 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $559 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $671 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $782 | 0.00% | +7 | New |
| 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 | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Orion Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| English Capital Management LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $1.45K | 0.00% | +13 | New |
| ORG Partners LLC | 13 | $1.46K | 0.00% | +2+18.2% | Added |
| Montag A & Associates Inc | 14 | $1.52K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 19 | $2.12K | 0.00% | +19 | New |
| Horizon Investments, LLC | 20 | $2.23K | 0.00% | +12+150.0% | Added |
| JFS Wealth Advisors, LLC | 20 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 23 | $2.62K | 0.00% | +23 | New |
| Valued Wealth Advisors LLC | 24 | $2.68K | 0.00% | +24 | New |
| Clearstead Advisors, LLC | 23 | $2.77K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 26 | $2.90K | 0.00% | +26 | New |
| Webster Bank, N. A. | 26 | $2.90K | 0.00% | +26 | New |
| Ronald Blue Trust, Inc. | 26 | $2.90K | 0.00% | +26 | New |
| Avion Wealth | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $3.13K | 0.00% | +28 | New |
| Sunbelt Securities, Inc. | 28 | $3.14K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $3.35K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $3.35K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $3.35K | 0.00% | +30 | New |
| Abound Wealth Management | 33 | $3.69K | 0.00% | +28+560.0% | Added |
| VisionPoint Advisory Group, LLC | 35 | $3.91K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $4.36K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 42 | $4.69K | 0.00% | −43−50.6% | Reduced |
| Cetera Trust Company, N.A | 50 | $5.59K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $5.72K | 0.00% | −56−52.3% | Reduced |
| EntryPoint Capital, LLC | 52 | $5.81K | 0.01% | −1,056−95.3% | Reduced |
| GoalVest Advisory LLC | 63 | $7.04K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 75 | $8.39K | 0.00% | −84−52.8% | Reduced |
| HighMark Wealth Management LLC | 76 | $8.53K | 0.01% | +26+52.0% | Added |
| IFP Advisors, Inc | 84 | $9.43K | 0.00% | +38+82.6% | Added |
| Harbour Investments, Inc. | 89 | $9.94K | 0.00% | +37+71.2% | Added |
| Huntington National Bank | 91 | $10.2K | 0.00% | +17+23.0% | Added |
| Versant Capital Management, Inc | 101 | $11.3K | 0.00% | +91+910.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 122 | $13.6K | 0.01% | −49−28.7% | Reduced |
| Farther Finance Advisors, LLC | 127 | $14.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 128 | $14.3K | 0.00% | +22+20.8% | Added |
| American National Bank | 138 | $15.4K | 0.00% | +138 | New |
| Quarry LP | 144 | $16.1K | 0.01% | +144 | New |
| Tortoise Investment Management, LLC | 145 | $16.2K | 0.00% | +145 | New |
| AdvisorNet Financial, Inc | 157 | $17.5K | 0.00% | +149+1,862.5% | Added |
| Colonial Trust Advisors | 168 | $18.8K | 0.00% | +168 | New |
| Proequities, Inc. | 169 | $18.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 183 | $20.4K | 0.00% | −3−1.6% | Reduced |
| Smithfield Trust Co | 191 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 197 | $22.0K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $22.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $22.3K | 0.00% | +100+100.0% | Added |
| Bokf, NA | 200 | $22.4K | 0.00% | +200 | New |
| Covestor Ltd | 209 | $23.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 210 | $23.5K | 0.00% | −167−44.3% | Reduced |
| Adirondack Trust Co | 250 | $27.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 250 | $27.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 254 | $28.4K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 262 | $29.3K | 0.00% | −14−5.1% | Reduced |
| Smartleaf Asset Management LLC | 263 | $29.3K | 0.01% | +48+22.3% | Added |
| Rise Advisors, LLC | 264 | $29.5K | 0.02% | +264 | New |
| Parkside Financial Bank & Trust | 267 | $29.8K | 0.00% | +118+79.2% | Added |
| Cutler Group LP | 281 | $31.0K | 0.02% | −1,389−83.2% | Reduced |
| DT Investment Partners, LLC | 280 | $31.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $31.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 297 | $33.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 326 | $36.4K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 329 | $36.8K | 0.01% | −54−14.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 356 | $40.0K | 0.00% | −47−11.7% | Reduced |
| Nemes Rush Group LLC | 368 | $41.1K | 0.01% | +368 | New |
| Pinnacle Financial Partners Inc | 370 | $41.3K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $42.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 403 | $45.0K | 0.02% | −4−1.0% | Reduced |
| Benjamin Edwards Inc | 453 | $51.0K | 0.01% | +11+2.5% | Added |
| Principal Securities, Inc. | 469 | $52.4K | 0.00% | −9−1.9% | Reduced |
| GAMMA Investing LLC | 483 | $54.0K | 0.01% | +329+213.6% | Added |
| CIBC Private Wealth Group, LLC | 502 | $56.2K | 0.00% | +502 | New |
| Asset Management One Co.,Ltd. | 511 | $57.1K | 0.00% | −233−31.3% | Reduced |
| Harvest Fund Management Co., Ltd | 580 | $65.0K | 0.01% | +580 | New |
| Lindbrook Capital, LLC | 591 | $66.0K | 0.01% | +6+1.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 596 | $66.6K | 0.00% | +596 | New |
| Bessemer Group Inc | 632 | $70.0K | 0.00% | +503+389.9% | Added |
| Ci Investments Inc. | 672 | $75.0K | 0.00% | +108+19.1% | Added |
| Quent Capital, LLC | 720 | $80.5K | 0.01% | 00.0% | Unchanged |
| Toronto Dominion Bank | 759 | $84.8K | 0.00% | −6−0.8% | Reduced |
| Chiron Investment Management, LLC | 777 | $86.8K | 0.04% | +335+75.8% | Added |
| Tobam | 834 | $93.0K | 0.01% | +834 | New |
| GHP Investment Advisors, Inc. | 887 | $99.1K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 898 | $100.3K | 0.04% | −22−2.4% | Reduced |
| CVA Family Office, LLC | 905 | $101.1K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 956 | $106.8K | 0.00% | +23+2.5% | Added |