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 |
|---|---|---|---|---|---|
| Assetmark, Inc | 1,055 | $117.9K | 0.00% | −144−12.0% | Reduced |
| CWM, LLC | 1,060 | $118.0K | 0.00% | +252+31.2% | Added |
| Western Pacific Wealth Management, LP | 1,100 | $122.9K | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,112 | $124.2K | 0.00% | +2+0.2% | Added |
| Eagle Bay Advisors LLC | 1,173 | $131.0K | 0.08% | −270−18.7% | Reduced |
| GWM Advisors LLC | 1,182 | $132.1K | 0.00% | −113−8.7% | Reduced |
| Macquarie Group Ltd | 1,350 | $150.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,401 | $156.5K | 0.00% | −9−0.6% | Reduced |
| Advisors Asset Management, Inc. | 1,720 | $192.1K | 0.00% | +1,477+607.8% | Added |
| Vident Advisory, LLC | 1,801 | $201.2K | 0.00% | +1,801 | New |
| Avantax Planning Partners, Inc. | 1,806 | $201.8K | 0.01% | +1,806 | New |
| JT Stratford LLC | 1,808 | $202.0K | 0.04% | +1,808 | New |
| Boston Financial Mangement LLC | 1,855 | $207.2K | 0.01% | +1,855 | New |
| Aureus Asset Management, LLC | 1,907 | $213.0K | 0.01% | +1,907 | New |
| IHT Wealth Management, LLC | 1,919 | $214.4K | 0.01% | +1,919 | New |
| Wallace Advisory Group, LLC | 2,693 | $223.3K | 0.17% | +217+8.8% | Added |
| Cross Staff Investments Inc | 2,000 | $223.4K | 0.19% | +2,000 | New |
| 180 Wealth Advisors, LLC | 2,009 | $224.4K | 0.04% | +2,009 | New |
| Ashton Thomas Private Wealth, LLC | 2,072 | $231.5K | 0.01% | +2,072 | New |
| Fulton Bank, N.A. | 2,081 | $232.5K | 0.01% | +2,081 | New |
| Avantax Advisory Services, Inc. | 2,115 | $236.3K | 0.00% | +2,115 | New |
| Fifth Third Bancorp | 2,144 | $239.5K | 0.00% | −703−24.7% | Reduced |
| ASB Consultores, LLC | 2,190 | $244.6K | 0.06% | +2,190 | New |
| Panagora Asset Management Inc | 2,200 | $245.8K | 0.00% | +2,200 | New |
| ArrowMark Colorado Holdings LLC | 2,200 | $245.8K | 0.00% | +2,200 | New |
| Thrive Wealth Management, LLC | 2,201 | $245.9K | 0.05% | +2,201 | New |
| Scientech Research LLC | 2,209 | $246.8K | 0.13% | −995−31.1% | Reduced |
| Lifestyle Asset Management, Inc. | 2,223 | $248.3K | 0.15% | +2,223 | New |
| Schonfeld Strategic Advisors LLC | 2,300 | $256.9K | 0.00% | +2,300 | New |
| Cerity Partners LLC | 2,325 | $259.7K | 0.00% | +2,325 | New |
| Cambridge Investment Research Advisors, Inc. | 2,326 | $260.0K | 0.00% | +2,326 | New |
| Keybank National Association | 2,342 | $261.6K | 0.00% | +2,342 | New |
| Bartlett & Co. Wealth Management LLC | 2,360 | $263.6K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,366 | $264.3K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,378 | $265.6K | 0.02% | +157+7.1% | Added |
| Los Angeles Capital Management LLC | 2,381 | $266.0K | 0.00% | +2,381 | New |
| Joel Isaacson & Co., LLC | 2,388 | $266.8K | 0.01% | +2,388 | New |
| Advisory Services Network, LLC | 2,411 | $269.3K | 0.01% | −1,010−29.5% | Reduced |
| Leonteq Securities AG | 2,497 | $278.9K | 0.04% | +2,485+20,708.3% | Added |
| Prudential PLC | 2,510 | $280.4K | 0.00% | +2,510 | New |
| Crewe Advisors LLC | 2,548 | $284.6K | 0.03% | −88−3.3% | Reduced |
| GeoWealth Management, LLC | 2,555 | $285.4K | 0.01% | +1,689+195.0% | Added |
| Synergy Financial Group, LTD | 2,678 | $299.2K | 0.34% | −323−10.8% | Reduced |
| MJP Associates Inc | 2,687 | $300.2K | 0.07% | +2,687 | New |
| Alliance Wealth Advisors, LLC | 2,731 | $305.1K | 0.09% | −3,032−52.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,741 | $306.2K | 0.01% | +2,741 | New |
| Axxcess Wealth Management, LLC | 2,752 | $307.4K | 0.01% | −327−10.6% | Reduced |
| L2 Asset Management, LLC | 2,759 | $308.2K | 0.10% | +17+0.6% | Added |
| SYSTM Wealth Solutions LLC | 2,779 | $310.4K | 0.04% | +2,368+576.2% | Added |
| SpiderRock Advisors, LLC | 2,936 | $316.9K | 0.01% | +2,936 | New |
| Private Advisor Group, LLC | 2,838 | $317.0K | 0.00% | +150+5.6% | Added |
| Jefferies Financial Group Inc. | 2,848 | $318.1K | 0.01% | +2,848 | New |
| Gamco Investors, Inc. Et Al | 2,850 | $318.4K | 0.00% | −150−5.0% | Reduced |
| Cresset Asset Management, LLC | 2,897 | $323.7K | 0.00% | +215+8.0% | Added |
| CIBC Asset Management Inc | 2,905 | $324.5K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 2,921 | $326.3K | 0.01% | +2,921 | New |
| Oppenheimer & Co Inc | 2,923 | $326.5K | 0.01% | +2,923 | New |
| Corton Capital Inc. | 2,953 | $329.9K | 0.12% | +2,953 | New |
| EverSource Wealth Advisors, LLC | 3,062 | $352.5K | 0.03% | −146−4.6% | Reduced |
| Boyar Asset Management Inc. | 3,158 | $352.8K | 0.23% | +3,158 | New |
| O'Shaughnessy Asset Management, LLC | 3,185 | $355.8K | 0.00% | +3,185 | New |
| Alps Advisors Inc | 3,228 | $360.6K | 0.00% | −154−4.6% | Reduced |
| Wealth Alliance | 3,233 | $361.1K | 0.05% | +511+18.8% | Added |
| Cottonwood Capital Advisors, LLC | 3,319 | $362.3K | 0.29% | −256−7.2% | Reduced |
| Kestra Advisory Services, LLC | 3,302 | $368.9K | 0.00% | +693+26.6% | Added |
| Koshinski Asset Management, Inc. | 3,309 | $369.6K | 0.04% | +3,309 | New |
| Studio Investment Management LLC | 3,394 | $379.1K | 0.09% | +300+9.7% | Added |
| Aquatic Capital Management LLC | 3,400 | $379.8K | 0.01% | −4,700−58.0% | Reduced |
| First Hawaiian Bank | 3,414 | $381.4K | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 3,597 | $401.8K | 0.04% | +3,597 | New |
| FORA Capital, LLC | 3,617 | $404.1K | 0.03% | +3,617 | New |
| Eqis Capital Management, Inc. | 3,647 | $407.4K | 0.03% | −1,544−29.7% | Reduced |
| Profund Advisors LLC | 3,766 | $420.7K | 0.02% | +502+15.4% | Added |
| Heritage Wealth Management, LLC | 3,796 | $424.0K | 0.22% | −77−2.0% | Reduced |
| Wedbush Securities Inc | 3,816 | $426.0K | 0.02% | +3,816 | New |
| Richard W. Paul & Associates, LLC | 3,878 | $433.3K | 0.17% | −155−3.8% | Reduced |
| Ethic Inc. | 3,931 | $439.1K | 0.01% | +1,095+38.6% | Added |
| Raleigh Capital Management Inc. | 3,967 | $443.2K | 0.19% | +2,309+139.3% | Added |
| NBC Securities, Inc. | 3,984 | $445.0K | 0.04% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,048 | $452.2K | 0.06% | +4,048 | New |
| Baker Tilly Wealth Management, LLC | 4,074 | $455.1K | 0.08% | −4,680−53.5% | Reduced |
| Navellier & Associates Inc | 4,308 | $481.2K | 0.06% | +123+2.9% | Added |
| Glenmede Trust Co NA | 4,328 | $483.5K | 0.00% | −1,614−27.2% | Reduced |
| National Asset Management, Inc. | 5,612 | $485.7K | 0.01% | +1,151+25.8% | Added |
| SG Americas Securities, LLC | 4,580 | $512.0K | 0.00% | −9,278−67.0% | Reduced |
| HighPoint Advisor Group LLC | 4,272 | $514.0K | 0.04% | +115+2.8% | Added |
| Central Trust Co | 4,632 | $517.4K | 0.01% | +288+6.6% | Added |
| Centiva Capital, LP | 4,634 | $517.7K | 0.03% | −2,101−31.2% | Reduced |
| Everpar Advisors LLC | 4,691 | $524.0K | 0.32% | −1,919−29.0% | Reduced |
| Hyperion Capital Advisors LP | 4,713 | $526.5K | 0.25% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 4,728 | $528.2K | 0.01% | +525+12.5% | Added |
| Shelton Capital Management | 4,816 | $538.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 4,849 | $541.7K | 0.00% | +18+0.4% | Added |
| Brown Advisory Inc | 4,894 | $546.7K | 0.00% | +126+2.6% | Added |
| Landscape Capital Management, L.L.C. | 5,000 | $558.5K | 0.05% | −400−7.4% | Reduced |
| Davenport & Co LLC | 5,066 | $565.9K | 0.00% | +106+2.1% | Added |
| Revisor Wealth Management LLC | 5,820 | $567.8K | 0.26% | +3,207+122.7% | Added |
| Portside Wealth Group, LLC | 5,151 | $575.4K | 0.11% | −5,983−53.7% | Reduced |
| HRT Financial LP | 5,187 | $579.0K | 0.00% | −15,961−75.5% | Reduced |
| ProShare Advisors LLC | 5,222 | $583.4K | 0.00% | −408−7.2% | Reduced |