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 |
|---|---|---|---|---|---|
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −47,800−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −44,546−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −41,598−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −35,829−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −29,654−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −23,754−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −23,042−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −19,246−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −16,518−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,355−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −9,095−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −7,952−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −7,331−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,046−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −6,940−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,777−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,957−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,164−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −5,155−100.0% | Sold out |
| Ibex Investors LLC | 0 | $0 | 0.00% | −4,961−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −4,432−100.0% | Sold out |
| Systematic Portfolios LLC | 0 | $0 | 0.00% | −2,701−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| VitalStone Financial, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Laffer Tengler Investments | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Foster Dykema Cabot & Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | – | – | – | – | Not filed |
| Wealthsource Partners, LLC | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |