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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 93,094 | $10.4M | 0.01% | +4,311+4.9% | Added |
| Texas Permanent School Fund | 93,658 | $10.5M | 0.08% | +1,212+1.3% | Added |
| American Century Companies Inc | 94,247 | $10.5M | 0.01% | −65,269−40.9% | Reduced |
| California State Teachers Retirement System | 102,059 | $11.4M | 0.01% | −5,783−5.4% | Reduced |
| KBC Group NV | 103,089 | $11.5M | 0.04% | +689+0.7% | Added |
| Barclays PLC | 103,143 | $11.5M | 0.01% | +9,752+10.4% | Added |
| Janus Henderson Group PLC | 108,977 | $12.2M | 0.01% | +9,858+9.9% | Added |
| Alyeska Investment Group, L.P. | 111,698 | $12.5M | 0.08% | +111,698 | New |
| Smith Group Asset Management, LLC | 115,287 | $12.9M | 0.74% | −47,804−29.3% | Reduced |
| Citadel Advisors LLC | 115,418 | $12.9M | 0.01% | −321,902−73.6% | Reduced |
| Owls Nest Partners IA, LLC | 116,331 | $13.0M | 3.44% | −25,518−18.0% | Reduced |
| LPL Financial LLC | 118,133 | $13.2M | 0.01% | +49,128+71.2% | Added |
| Susquehanna Fundamental Investments, LLC | 128,637 | $14.4M | 0.67% | +103,362+408.9% | Added |
| Gabelli Funds LLC | 132,149 | $14.8M | 0.11% | +100+0.1% | Added |
| Victory Capital Management Inc | 136,244 | $15.2M | 0.01% | −4,258−3.0% | Reduced |
| Nomura Holdings Inc | 137,581 | $15.4M | 0.12% | +137,581 | New |
| Russell Investments Group, Ltd. | 139,991 | $15.6M | 0.02% | −8,407−5.7% | Reduced |
| Governors Lane LP | 140,231 | $15.7M | 2.52% | +140,231 | New |
| American International Group, Inc. | 141,630 | $15.8M | 0.06% | −2,894−2.0% | Reduced |
| Credit Suisse AG | 145,835 | $16.3M | 0.02% | −683−0.5% | Reduced |
| Alliancebernstein L.P. | 148,236 | $16.6M | 0.01% | −15,993−9.7% | Reduced |
| Ameriprise Financial Inc | 149,186 | $16.7M | 0.00% | +13,940+10.3% | Added |
| Brooktree Capital Management | 151,875 | $17.0M | 13.08% | −6,198−3.9% | Reduced |
| Dana Investment Advisors, Inc. | 157,568 | $17.6M | 0.59% | +1,858+1.2% | Added |
| Scout Investments, Inc. | 163,636 | $18.3M | 0.45% | +163,636 | New |
| UBS Asset Management Americas Inc | 165,002 | $18.4M | 0.01% | −3,262−1.9% | Reduced |
| State of Wisconsin Investment Board | 173,235 | $19.4M | 0.05% | −23,329−11.9% | Reduced |
| Stifel Financial Corp | 176,484 | $19.7M | 0.02% | −14,778−7.7% | Reduced |
| Woodson Capital Management, LP | 179,000 | $20.0M | 3.65% | −14,000−7.3% | Reduced |
| Hosking Partners LLP | 187,326 | $20.9M | 0.77% | +24,118+14.8% | Added |
| Swiss National Bank | 200,600 | $22.4M | 0.02% | +300+0.1% | Added |
| California Public Employees Retirement System | 202,845 | $22.7M | 0.02% | +585+0.3% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 209,747 | $23.4M | 1.59% | +2,747+1.3% | Added |
| HSBC Holdings PLC | 209,783 | $23.4M | 0.02% | +2,783+1.3% | Added |
| Goldman Sachs Group Inc | 218,181 | $24.4M | 0.01% | −733,030−77.1% | Reduced |
| Cercano Management LLC | 218,587 | $24.4M | 0.68% | −133,171−37.9% | Reduced |
| Balyasny Asset Management LLC | 227,352 | $25.4M | 0.07% | −177,279−43.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 237,454 | $26.5M | 0.62% | −17,259−6.8% | Reduced |
| Federated Hermes, Inc. | 260,285 | $29.1M | 0.07% | +1,530+0.6% | Added |
| Legal & General Group Plc | 263,869 | $29.5M | 0.01% | +10,364+4.1% | Added |
| Nuveen Asset Management, LLC | 265,160 | $29.6M | 0.01% | +2,243+0.9% | Added |
| Retirement Systems of Alabama | 265,511 | $29.7M | 0.11% | +131,481+98.1% | Added |
| Dimensional Fund Advisors LP | 274,067 | $30.6M | 0.01% | −2,113−0.8% | Reduced |
| Rhumbline Advisers | 291,674 | $32.6M | 0.03% | −11,068−3.7% | Reduced |
| Antipodes Partners Ltd | 298,322 | $33.3M | 1.05% | −58,667−16.4% | Reduced |
| Oakcliff Capital Partners, LP | 302,647 | $33.8M | 20.26% | −37,000−10.9% | Reduced |
| RV Capital GmbH | 309,947 | $34.6M | 9.25% | 00.0% | Unchanged |
| Hudson Way Capital Management LLC | 331,017 | $37.0M | 6.75% | +109,669+49.5% | Added |
| Envestnet Asset Management Inc | 349,162 | $39.0M | 0.01% | +63,324+22.2% | Added |
| Polar Capital Holdings Plc | 354,480 | $39.6M | 0.24% | +117,196+49.4% | Added |
| Citigroup Inc | 375,882 | $42.0M | 0.05% | +325,916+652.3% | Added |
| Renaissance Technologies LLC | 398,500 | $44.5M | 0.07% | +247,800+164.4% | Added |
| Raymond James & Associates | 414,548 | $46.3M | 0.03% | +24,365+6.2% | Added |
| TimesSquare Capital Management, LLC | 423,815 | $47.3M | 0.69% | −384,991−47.6% | Reduced |
| Pictet Asset Management Holding SA | 470,353 | $52.5M | 0.06% | −117,274−20.0% | Reduced |
| Junto Capital Management LP | 477,044 | $53.3M | 1.18% | +477,044 | New |
| Invesco Ltd. | 481,276 | $53.8M | 0.01% | −77,772−13.9% | Reduced |
| Ensign Peak Advisors, Inc | 482,350 | $53.9M | 0.10% | +93,146+23.9% | Added |
| Agf Management Ltd | 527,855 | $59.0M | 0.33% | +430,050+439.7% | Added |
| Jacobs Levy Equity Management, Inc | 531,288 | $59.4M | 0.27% | −198,855−27.2% | Reduced |
| Ancient Art, L.P. | 550,174 | $61.5M | 12.42% | 00.0% | Unchanged |
| Principal Financial Group Inc | 559,901 | $62.5M | 0.04% | +78,852+16.4% | Added |
| Cooper Investors Pty Ltd | 597,481 | $66.7M | 3.85% | +6,955+1.2% | Added |
| Royal Bank of Canada | 603,480 | $67.4M | 0.02% | +92,398+18.1% | Added |
| 1832 Asset Management L.P. | 609,981 | $68.1M | 0.12% | −65,021−9.6% | Reduced |
| Empower Advisory Group, LLC | 679,253 | $75.9M | 0.28% | +152,446+28.9% | Added |
| Northern Trust Corp | 681,618 | $76.1M | 0.01% | −83,629−10.9% | Reduced |
| FMR LLC | 742,895 | $83.0M | 0.01% | −1,032,574−58.2% | Reduced |
| Bamco Inc | 764,968 | $85.5M | 0.23% | +27,434+3.7% | Added |
| Charles Schwab Investment Management Inc | 770,818 | $86.1M | 0.02% | −70,034−8.3% | Reduced |
| Abrams Bison Investments, LLC | 813,000 | $90.8M | 8.11% | −99,000−10.9% | Reduced |
| Bronte Capital Management Pty Ltd. | 842,425 | $94.1M | 8.08% | +6,231+0.7% | Added |
| Wells Fargo & Company | 918,857 | $102.6M | 0.03% | −49,812−5.1% | Reduced |
| Coronation Fund Managers Ltd. | 937,193 | $104.7M | 2.85% | −258,986−21.7% | Reduced |
| Bank of New York Mellon Corp | 980,140 | $109.5M | 0.02% | +14,114+1.5% | Added |
| Bank of America Corp | 1,013,650 | $113.2M | 0.01% | +320,276+46.2% | Added |
| FIL Ltd | 1,060,741 | $118.5M | 0.12% | −150,801−12.4% | Reduced |
| Neuberger Berman Group LLC | 1,249,652 | $139.6M | 0.12% | +29,177+2.4% | Added |
| Norges Bank | 1,451,993 | $162.2M | 0.03% | +276,172+23.5% | Added |
| Voya Investment Management LLC | 1,479,019 | $165.2M | 0.16% | +1,464,497+10,084.7% | Added |
| Jarislowsky, Fraser Ltd | 1,710,286 | $191.1M | 1.10% | −101,518−5.6% | Reduced |
| Morgan Stanley | 1,830,018 | $204.4M | 0.02% | +850,395+86.8% | Added |
| Geode Capital Management, LLC | 1,874,442 | $209.4M | 0.02% | +204,571+12.3% | Added |
| Marshall Wace, LLP | 2,025,233 | $226.2M | 0.37% | −1,135,901−35.9% | Reduced |
| Bares Capital Management, Inc. | 2,810,131 | $313.9M | 12.46% | +264,543+10.4% | Added |
| Egerton Capital (UK) LLP | 2,823,697 | $315.4M | 3.05% | +2,823,697 | New |
| Greenwich Wealth Management LLC | 2,971,334 | $331.9M | 26.44% | −146,842−4.7% | Reduced |
| State Street Corp | 3,190,380 | $356.4M | 0.02% | +95,429+3.1% | Added |
| Cantillon Capital Management LLC | 3,655,704 | $408.4M | 2.57% | −73,165−2.0% | Reduced |
| JPMorgan Chase & Co | 3,702,768 | $413.6M | 0.04% | +2,316,739+167.1% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5,137,616 | $573.9M | 1.33% | −1,170,286−18.6% | Reduced |
| Orbis Allan Gray Ltd | 7,129,746 | $796.5M | 4.77% | −639,165−8.2% | Reduced |
| BlackRock Inc. | 9,091,283 | $1.02B | 0.02% | +71,098+0.8% | Added |
| Vanguard Group Inc | 9,677,465 | $1.08B | 0.02% | −12,591−0.1% | Reduced |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −702,100−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −242,022−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −185,098−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −122,500−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −79,217−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −64,155−100.0% | Sold out |