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 |
|---|---|---|---|---|---|
| MBM Wealth Consultants, LLC | 5,236 | $584.9K | 0.21% | −660−11.2% | Reduced |
| CI Private Wealth, LLC | 5,451 | $607.8K | 0.00% | +96+1.8% | Added |
| Walleye Trading LLC | 5,500 | $614.4K | 0.01% | −4,743−46.3% | Reduced |
| LVW Advisors, LLC | 5,560 | $621.1K | 0.11% | −153−2.7% | Reduced |
| Global Endowment Management, LP | 5,699 | $636.6K | 0.07% | −2,049−26.4% | Reduced |
| Utah Retirement Systems | 5,700 | $636.7K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 5,761 | $643.6K | 0.13% | −1,848−24.3% | Reduced |
| Precision Wealth Strategies, LLC | 5,774 | $645.0K | 0.61% | −1,395−19.5% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $659.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,980 | $668.0K | 0.02% | −5,199−46.5% | Reduced |
| Mercer Global Advisors Inc | 6,004 | $671.0K | 0.00% | +99+1.7% | Added |
| Arkadios Wealth Advisors | 6,025 | $673.1K | 0.05% | 00.0% | Unchanged |
| Hyman Charles D | 6,100 | $681.0K | 0.04% | 00.0% | Unchanged |
| Eschler Asset Management LLP | 6,111 | $684.0K | 0.44% | 00.0% | Unchanged |
| Captrust Financial Advisors | 6,269 | $700.3K | 0.00% | −3,089−33.0% | Reduced |
| Advisor Group Holdings, Inc. | 6,561 | $732.9K | 0.00% | −27,050−80.5% | Reduced |
| Qube Research & Technologies Ltd | 6,594 | $736.6K | 0.00% | −108,914−94.3% | Reduced |
| Wintrust Investments LLC | 6,885 | $769.0K | 0.07% | −2,650−27.8% | Reduced |
| Formidable Asset Management, LLC | 6,904 | $771.2K | 0.13% | −2,354−25.4% | Reduced |
| Creative Planning | 6,923 | $773.3K | 0.00% | +983+16.5% | Added |
| Friedenthal Financial | 6,926 | $773.7K | 0.48% | +6,926 | New |
| Wolverine Trading, LLC | 7,030 | $785.3K | 0.01% | −10,208−59.2% | Reduced |
| Oliver Luxxe Assets LLC | 7,047 | $787.2K | 0.16% | +126+1.8% | Added |
| Mystic Asset Management, Inc. | 7,050 | $787.6K | 0.33% | 00.0% | Unchanged |
| National Bank of Canada | 6,723 | $787.6K | 0.00% | −38,553−85.2% | Reduced |
| Gsa Capital Partners LLP | 7,129 | $796.0K | 0.06% | +7,129 | New |
| MML Investors Services, LLC | 7,226 | $807.0K | 0.00% | +531+7.9% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $813.0K | 0.01% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 7,292 | $814.5K | 0.03% | +141+2.0% | Added |
| Baird Financial Group, Inc. | 7,353 | $821.4K | 0.00% | +7,353 | New |
| Lebenthal Global Advisors, LLC | 7,396 | $826.2K | 0.18% | +19+0.3% | Added |
| Stephens Inc | 7,438 | $830.9K | 0.01% | +1,936+35.2% | Added |
| Strategic Investment Advisors | 7,473 | $834.8K | 0.11% | +56+0.8% | Added |
| AE Wealth Management LLC | 7,636 | $853.0K | 0.01% | −19,886−72.3% | Reduced |
| Aviva PLC | 7,684 | $858.4K | 0.00% | +7,684 | New |
| Mitchell & Pahl Private Wealth, LLC | 7,711 | $861.4K | 0.45% | +236+3.2% | Added |
| Walleye Capital LLC | 7,724 | $862.8K | 0.01% | +2,516+48.3% | Added |
| Crossmark Global Holdings, Inc. | 7,787 | $870.0K | 0.02% | +35+0.5% | Added |
| Maryland State Retirement & Pension System | 7,886 | $873.1K | 0.02% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 7,913 | $884.0K | 0.60% | −2,316−22.6% | Reduced |
| TD Waterhouse Canada Inc. | 5,753 | $892.8K | 0.01% | +2,069+56.2% | Added |
| Penserra Capital Management LLC | 8,033 | $897.0K | 0.01% | +8,033 | New |
| Virtus ETF Advisers LLC | 8,289 | $926.0K | 0.49% | +998+13.7% | Added |
| FourThought Financial Partners, LLC | 8,640 | $965.2K | 0.11% | +264+3.2% | Added |
| Securian Asset Management, Inc | 8,760 | $978.6K | 0.03% | −200−2.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 8,763 | $978.9K | 0.05% | −284−3.1% | Reduced |
| Pullen Investment Management, LLC | 8,921 | $996.6K | 0.84% | +8,921 | New |
| Pathstone Holdings, LLC | 9,091 | $1.02M | 0.00% | −890−8.9% | Reduced |
| The PNC Financial Services Group, Inc. | 9,314 | $1.04M | 0.00% | −151−1.6% | Reduced |
| Wealthfront Advisers LLC | 9,683 | $1.08M | 0.00% | −117−1.2% | Reduced |
| Gator Capital Management, LLC | 10,200 | $1.14M | 0.61% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 10,495 | $1.17M | 0.26% | +10,495 | New |
| Advisor OS, LLC | 10,623 | $1.19M | 0.14% | +1,212+12.9% | Added |
| Public Employees Retirement Association of Colorado | 10,765 | $1.20M | 0.01% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 11,000 | $1.23M | 0.46% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 11,077 | $1.24M | 0.01% | +10,125+1,063.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,155 | $1.25M | 0.00% | +1,682+17.8% | Added |
| Amundi | 11,321 | $1.25M | 0.00% | −274−2.4% | Reduced |
| Assenagon Asset Management S.A. | 11,342 | $1.27M | 0.00% | −232,757−95.4% | Reduced |
| JustInvest LLC | 11,378 | $1.27M | 0.03% | −53−0.5% | Reduced |
| Gould Capital, LLC | 11,478 | $1.28M | 0.90% | +11,478 | New |
| HighTower Advisors, LLC | 11,504 | $1.29M | 0.00% | +825+7.7% | Added |
| State of Alaska, Department of Revenue | 11,611 | $1.30M | 0.01% | +55+0.5% | Added |
| Guggenheim Capital LLC | 11,790 | $1.32M | 0.01% | −10,433−46.9% | Reduced |
| Inspire Advisors, LLC | 11,982 | $1.34M | 0.19% | +1,470+14.0% | Added |
| Aspire Private Capital, LLC | 12,030 | $1.34M | 0.35% | +1,446+13.7% | Added |
| Canada Pension Plan Investment Board | 12,157 | $1.36M | 0.00% | −34,656−74.0% | Reduced |
| D.A. Davidson & Co. | 12,212 | $1.36M | 0.01% | −943−7.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,483 | $1.39M | 0.00% | +9,602+333.3% | Added |
| Credit Agricole S A | 12,665 | $1.40M | 0.02% | +256+2.1% | Added |
| Xponance, Inc. | 13,153 | $1.47M | 0.02% | +28+0.2% | Added |
| Brown Brothers Harriman & Co | 13,243 | $1.48M | 0.01% | +5,822+78.5% | Added |
| Independent Solutions Wealth Management, LLC | 13,390 | $1.50M | 0.36% | −1,282−8.7% | Reduced |
| TCW Group Inc | 13,419 | $1.50M | 0.02% | +13,419 | New |
| Commonwealth Equity Services, LLC | 13,769 | $1.54M | 0.00% | −7,576−35.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 13,962 | $1.56M | 0.00% | −17,663−55.9% | Reduced |
| S&CO Inc | 14,000 | $1.56M | 0.11% | +14,000 | New |
| Pin Oak Investment Advisors Inc | 14,090 | $1.57M | 1.51% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 14,223 | $1.59M | 0.01% | −8,091−36.3% | Reduced |
| STRS Ohio | 14,574 | $1.63M | 0.01% | −4,846−25.0% | Reduced |
| IMC-Chicago, LLC | 14,925 | $1.67M | 0.06% | −18,249−55.0% | Reduced |
| Credential Qtrade Securities Inc. | 14,989 | $1.67M | 0.09% | −241−1.6% | Reduced |
| Algert Global LLC | 15,088 | $1.69M | 0.07% | −37,690−71.4% | Reduced |
| Fiduciary Family Office, LLC | 15,592 | $1.74M | 0.68% | +9,705+164.9% | Added |
| AIA Group Ltd | 16,000 | $1.79M | 0.06% | −6,200−27.9% | Reduced |
| Vestcor Inc | 16,038 | $1.79M | 0.06% | −5,328−24.9% | Reduced |
| Pacer Advisors, Inc. | 16,173 | $1.81M | 0.00% | −3,902−19.4% | Reduced |
| Edgestream Partners, L.P. | 16,799 | $1.88M | 0.09% | +11,208+200.5% | Added |
| Uncommon Cents Investing LLC | 16,860 | $1.88M | 0.58% | 00.0% | Unchanged |
| Group One Trading, L.P. | 17,161 | $1.92M | 0.07% | +7,167+71.7% | Added |
| Exchange Traded Concepts, LLC | 17,328 | $1.94M | 0.05% | +10,619+158.3% | Added |
| Simplex Trading, LLC | 17,607 | $1.97M | 0.06% | −22,422−56.0% | Reduced |
| Quantbot Technologies LP | 17,623 | $1.97M | 0.11% | +6,236+54.8% | Added |
| Point72 Europe (London) LLP | 17,900 | $2.00M | 0.19% | +17,900 | New |
| Teacher Retirement System of Texas | 17,910 | $2.00M | 0.01% | −7,074−28.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,124 | $2.02M | 0.01% | −1,430−7.3% | Reduced |
| M&T Bank Corp | 18,391 | $2.05M | 0.01% | −7,340−28.5% | Reduced |
| Natixis Advisors, L.P. | 18,528 | $2.07M | 0.00% | +3,546+23.7% | Added |
| Insight Wealth Strategies, LLC | 18,567 | $2.07M | 0.30% | −2,272−10.9% | Reduced |
| Jump Financial, LLC | 18,684 | $2.09M | 0.06% | +9,860+111.7% | Added |