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 |
|---|---|---|---|---|---|
| Prudential Financial Inc | 18,844 | $2.11M | 0.00% | +4,875+34.9% | Added |
| Deutsche Bank AG | 19,757 | $2.21M | 0.00% | +1,481+8.1% | Added |
| Resources Investment Advisors, LLC. | 20,432 | $2.28M | 0.04% | +597+3.0% | Added |
| Buck Wealth Strategies, LLC | 20,484 | $2.29M | 0.79% | +20,484 | New |
| TD Private Client Wealth LLC | 20,723 | $2.31M | 0.08% | +106+0.5% | Added |
| New Mexico Educational Retirement Board | 21,060 | $2.35M | 0.08% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 22,101 | $2.47M | 0.01% | −29,243−57.0% | Reduced |
| Nordea Investment Management AB | 22,198 | $2.48M | 0.00% | −3,400−13.3% | Reduced |
| Pinebridge Investments, L.P. | 22,562 | $2.52M | 0.02% | −36,120−61.6% | Reduced |
| Entropy Technologies, LP | 22,720 | $2.54M | 0.27% | +22,720 | New |
| Prescott Group Capital Management, L.L.C. | 22,919 | $2.56M | 0.41% | 00.0% | Unchanged |
| Stony Point Capital LLC | 23,297 | $2.60M | 0.85% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 23,629 | $2.64M | 0.09% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 23,666 | $2.64M | 0.03% | +22,882+2,918.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,672 | $2.64M | 0.02% | +58+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,869 | $2.67M | 0.07% | +61+0.3% | Added |
| US Bancorp | 24,320 | $2.72M | 0.00% | −4,440−15.4% | Reduced |
| CenterBook Partners LP | 24,949 | $2.79M | 0.19% | +1,802+7.8% | Added |
| First Trust Advisors LP | 25,300 | $2.83M | 0.00% | −91,257−78.3% | Reduced |
| Epacria Capital Partners, LLC | 25,406 | $2.84M | 2.06% | −613−2.4% | Reduced |
| State of Tennessee, Treasury Department | 25,408 | $2.84M | 0.01% | +800+3.3% | Added |
| State of Michigan Retirement System | 26,279 | $2.94M | 0.02% | +600+2.3% | Added |
| Oregon Public Employees Retirement Fund | 26,450 | $2.95M | 0.06% | −3,742−12.4% | Reduced |
| Thrivent Financial for Lutherans | 26,818 | $3.00M | 0.01% | +84+0.3% | Added |
| Handelsbanken Fonder AB | 27,494 | $3.07M | 0.01% | −7,918−22.4% | Reduced |
| Trexquant Investment LP | 27,940 | $3.12M | 0.06% | −57,455−67.3% | Reduced |
| Arizona State Retirement System | 27,940 | $3.12M | 0.02% | −469−1.7% | Reduced |
| USS Investment Management Ltd | 28,000 | $3.13M | 0.03% | +4,753+20.4% | Added |
| EULAV Asset Management | 28,000 | $3.13M | 0.09% | −2,000−6.7% | Reduced |
| Toroso Investments, LLC | 28,225 | $3.15M | 0.05% | +16,609+143.0% | Added |
| Warther Private Wealth, LLC | 28,330 | $3.16M | 1.41% | −1,000−3.4% | Reduced |
| Atom Investors LP | 28,902 | $3.23M | 0.41% | +28,902 | New |
| CWA Asset Management Group, LLC | 29,162 | $3.26M | 0.20% | +29,162 | New |
| Federation des caisses Desjardins du Quebec | 29,444 | $3.29M | 0.02% | −262−0.9% | Reduced |
| Factory Mutual Insurance Co | 30,000 | $3.35M | 0.04% | +30,000 | New |
| Louisiana State Employees Retirement System | 30,800 | $3.44M | 0.07% | +700+2.3% | Added |
| Heartland Advisors Inc | 30,810 | $3.44M | 0.18% | −5,755−15.7% | Reduced |
| Cozad Asset Management Inc | 32,378 | $3.62M | 0.38% | +7,177+28.5% | Added |
| Gotham Asset Management, LLC | 32,516 | $3.63M | 0.05% | −55−0.2% | Reduced |
| Atria Investments LLC | 32,573 | $3.64M | 0.05% | −8,963−21.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,470 | $3.74M | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 34,126 | $3.81M | 0.16% | +2,454+7.7% | Added |
| SkyView Investment Advisors, LLC | 34,414 | $3.84M | 0.71% | +8,722+33.9% | Added |
| TownSquare Capital, LLC | 34,669 | $3.87M | 0.06% | −43,040−55.4% | Reduced |
| Miura Global Management, LLC | 35,000 | $3.91M | 3.33% | +35,000 | New |
| Bank of Nova Scotia | 37,128 | $4.14M | 0.01% | −2,480−6.3% | Reduced |
| NewEdge Wealth, LLC | 34,866 | $4.18M | 0.09% | +3,058+9.6% | Added |
| Exor Capital LLP | 39,009 | $4.36M | 0.18% | +39,009 | New |
| Public Employees Retirement System of Ohio | 39,938 | $4.46M | 0.02% | −3,735−8.6% | Reduced |
| Man Group plc | 40,061 | $4.48M | 0.01% | −169,820−80.9% | Reduced |
| Wellington Management Group LLP | 40,428 | $4.52M | 0.00% | −9,540−19.1% | Reduced |
| Martingale Asset Management L P | 41,597 | $4.65M | 0.09% | −2,767−6.2% | Reduced |
| Cetera Investment Advisers | 42,048 | $4.70M | 0.01% | +24,648+141.7% | Added |
| Jane Street Group, LLC | 42,627 | $4.76M | 0.01% | −138,134−76.4% | Reduced |
| Susquehanna International Group, LLP | 43,124 | $4.82M | 0.01% | −43,663−50.3% | Reduced |
| Van Eck Associates Corp | 43,711 | $4.88M | 0.01% | +9,082+26.2% | Added |
| Cinctive Capital Management LP | 44,486 | $4.97M | 0.26% | +44,486 | New |
| AWH Capital, L.P. | 45,000 | $5.03M | 4.63% | −12,162−21.3% | Reduced |
| Harbor Advisors LLC | 45,208 | $5.05M | 0.93% | −4,350−8.8% | Reduced |
| PenderFund Capital Management Ltd. | 35,138 | $5.32M | 1.46% | −3,000−7.9% | Reduced |
| Yousif Capital Management, LLC | 48,692 | $5.44M | 0.06% | −1,093−2.2% | Reduced |
| Bank of Montreal | 48,610 | $5.44M | 0.00% | +8,271+20.5% | Added |
| CWM Advisors, LLC | 49,279 | $5.50M | 0.56% | +2,881+6.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 50,015 | $5.59M | 0.67% | +50,015 | New |
| Treasurer of the State of North Carolina | 50,438 | $5.63M | 0.02% | +2,043+4.2% | Added |
| Ellsworth Advisors, LLC | 51,097 | $5.64M | 1.62% | +1,066+2.1% | Added |
| Mawer Investment Management Ltd. | 51,017 | $5.70M | 0.03% | +51,017 | New |
| Scotia Capital Inc. | 51,772 | $5.78M | 0.03% | +47,671+1,162.4% | Added |
| Price T Rowe Associates Inc | 53,280 | $5.95M | 0.00% | +3,326+6.7% | Added |
| Comerica Bank | 53,436 | $5.97M | 0.03% | +41+0.1% | Added |
| State of New Jersey Common Pension Fund D | 56,399 | $6.30M | 0.02% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 57,877 | $6.47M | 0.01% | +13,444+30.3% | Added |
| Squarepoint Ops LLC | 58,296 | $6.51M | 0.03% | −35,608−37.9% | Reduced |
| MetLife Investment Management | 58,726 | $6.56M | 0.04% | −1,550−2.6% | Reduced |
| Rovida Advisors Inc. | 60,000 | $6.70M | 2.33% | +60,000 | New |
| BlackBarn Capital Partners LP | 60,000 | $6.70M | 3.88% | −60,000−50.0% | Reduced |
| Noked Israel Ltd | 60,000 | $6.70M | 1.80% | +20,000+50.0% | Added |
| Great West Life Assurance Co | 60,368 | $6.74M | 0.01% | +660+1.1% | Added |
| Cubist Systematic Strategies, LLC | 61,166 | $6.83M | 0.08% | −37,873−38.2% | Reduced |
| Mutual of America Capital Management LLC | 63,764 | $7.12M | 0.08% | −2,137−3.2% | Reduced |
| Tairen Capital Ltd | 63,963 | $7.15M | 0.44% | +63,963 | New |
| Crawford Fund Management, LLC | 66,200 | $7.40M | 5.78% | +66,200 | New |
| UBS Group AG | 67,652 | $7.56M | 0.00% | −5,823−7.9% | Reduced |
| New York State Teachers Retirement System | 68,648 | $7.67M | 0.02% | +3,220+4.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 69,351 | $7.75M | 0.01% | +1,897+2.8% | Added |
| Truist Financial Corp | 70,284 | $7.85M | 0.01% | −13,337−15.9% | Reduced |
| D. E. Shaw & Co., Inc. | 70,955 | $7.93M | 0.01% | −49,780−41.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 71,002 | $7.93M | 0.01% | −18,367−20.6% | Reduced |
| State Board of Administration of Florida Retirement System | 96,395 | $7.96M | 0.02% | +1,164+1.2% | Added |
| Amalgamated Bank | 71,711 | $8.01M | 0.07% | +3,698+5.4% | Added |
| Janney Montgomery Scott LLC | 71,746 | $8.02M | 0.02% | +1,709+2.4% | Added |
| New York State Common Retirement Fund | 75,196 | $8.40M | 0.01% | −6,045−7.4% | Reduced |
| Firetrail Investments Pty Ltd | 76,558 | $8.55M | 7.04% | −1,341−1.7% | Reduced |
| Verition Fund Management LLC | 77,076 | $8.61M | 0.08% | +39,876+107.2% | Added |
| Lansing Management LP | 77,583 | $8.67M | 8.42% | +55,771+255.7% | Added |
| Millennium Management LLC | 77,728 | $8.68M | 0.01% | −262,868−77.2% | Reduced |
| SEI Investments Co | 79,745 | $8.91M | 0.01% | −34,387−30.1% | Reduced |
| Winmill & Co. Inc | 81,800 | $9.14M | 2.60% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 85,538 | $9.56M | 0.02% | −84,557−49.7% | Reduced |
| O'Brien Greene & Co. Inc | 87,081 | $9.73M | 3.20% | +931+1.1% | Added |