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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 77,076 | $8.61M | 0.08% | +39,876+107.2% | Added |
| Firetrail Investments Pty Ltd | 76,558 | $8.55M | 7.04% | −1,341−1.7% | Reduced |
| New York State Common Retirement Fund | 75,196 | $8.40M | 0.01% | −6,045−7.4% | Reduced |
| Janney Montgomery Scott LLC | 71,746 | $8.02M | 0.02% | +1,709+2.4% | Added |
| Amalgamated Bank | 71,711 | $8.01M | 0.07% | +3,698+5.4% | Added |
| State Board of Administration of Florida Retirement System | 96,395 | $7.96M | 0.02% | +1,164+1.2% | Added |
| Allspring Global Investments Holdings, LLC | 71,002 | $7.93M | 0.01% | −18,367−20.6% | Reduced |
| D. E. Shaw & Co., Inc. | 70,955 | $7.93M | 0.01% | −49,780−41.2% | Reduced |
| Truist Financial Corp | 70,284 | $7.85M | 0.01% | −13,337−15.9% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 69,351 | $7.75M | 0.01% | +1,897+2.8% | Added |
| New York State Teachers Retirement System | 68,648 | $7.67M | 0.02% | +3,220+4.9% | Added |
| UBS Group AG | 67,652 | $7.56M | 0.00% | −5,823−7.9% | Reduced |
| Crawford Fund Management, LLC | 66,200 | $7.40M | 5.78% | +66,200 | New |
| Tairen Capital Ltd | 63,963 | $7.15M | 0.44% | +63,963 | New |
| Mutual of America Capital Management LLC | 63,764 | $7.12M | 0.08% | −2,137−3.2% | Reduced |
| Cubist Systematic Strategies, LLC | 61,166 | $6.83M | 0.08% | −37,873−38.2% | Reduced |
| Great West Life Assurance Co | 60,368 | $6.74M | 0.01% | +660+1.1% | Added |
| Noked Israel Ltd | 60,000 | $6.70M | 1.80% | +20,000+50.0% | Added |
| BlackBarn Capital Partners LP | 60,000 | $6.70M | 3.88% | −60,000−50.0% | Reduced |
| Rovida Advisors Inc. | 60,000 | $6.70M | 2.33% | +60,000 | New |
| MetLife Investment Management | 58,726 | $6.56M | 0.04% | −1,550−2.6% | Reduced |
| Squarepoint Ops LLC | 58,296 | $6.51M | 0.03% | −35,608−37.9% | Reduced |
| BNP Paribas Arbitrage, SA | 57,877 | $6.47M | 0.01% | +13,444+30.3% | Added |
| State of New Jersey Common Pension Fund D | 56,399 | $6.30M | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 53,436 | $5.97M | 0.03% | +41+0.1% | Added |
| Price T Rowe Associates Inc | 53,280 | $5.95M | 0.00% | +3,326+6.7% | Added |
| Scotia Capital Inc. | 51,772 | $5.78M | 0.03% | +47,671+1,162.4% | Added |
| Mawer Investment Management Ltd. | 51,017 | $5.70M | 0.03% | +51,017 | New |
| Ellsworth Advisors, LLC | 51,097 | $5.64M | 1.62% | +1,066+2.1% | Added |
| Treasurer of the State of North Carolina | 50,438 | $5.63M | 0.02% | +2,043+4.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 50,015 | $5.59M | 0.67% | +50,015 | New |
| CWM Advisors, LLC | 49,279 | $5.50M | 0.56% | +2,881+6.2% | Added |
| Bank of Montreal | 48,610 | $5.44M | 0.00% | +8,271+20.5% | Added |
| Yousif Capital Management, LLC | 48,692 | $5.44M | 0.06% | −1,093−2.2% | Reduced |
| PenderFund Capital Management Ltd. | 35,138 | $5.32M | 1.46% | −3,000−7.9% | Reduced |
| Harbor Advisors LLC | 45,208 | $5.05M | 0.93% | −4,350−8.8% | Reduced |
| AWH Capital, L.P. | 45,000 | $5.03M | 4.63% | −12,162−21.3% | Reduced |
| Cinctive Capital Management LP | 44,486 | $4.97M | 0.26% | +44,486 | New |
| Van Eck Associates Corp | 43,711 | $4.88M | 0.01% | +9,082+26.2% | Added |
| Susquehanna International Group, LLP | 43,124 | $4.82M | 0.01% | −43,663−50.3% | Reduced |
| Jane Street Group, LLC | 42,627 | $4.76M | 0.01% | −138,134−76.4% | Reduced |
| Cetera Investment Advisers | 42,048 | $4.70M | 0.01% | +24,648+141.7% | Added |
| Martingale Asset Management L P | 41,597 | $4.65M | 0.09% | −2,767−6.2% | Reduced |
| Wellington Management Group LLP | 40,428 | $4.52M | 0.00% | −9,540−19.1% | Reduced |
| Man Group plc | 40,061 | $4.48M | 0.01% | −169,820−80.9% | Reduced |
| Public Employees Retirement System of Ohio | 39,938 | $4.46M | 0.02% | −3,735−8.6% | Reduced |
| Exor Capital LLP | 39,009 | $4.36M | 0.18% | +39,009 | New |
| NewEdge Wealth, LLC | 34,866 | $4.18M | 0.09% | +3,058+9.6% | Added |
| Bank of Nova Scotia | 37,128 | $4.14M | 0.01% | −2,480−6.3% | Reduced |
| Miura Global Management, LLC | 35,000 | $3.91M | 3.33% | +35,000 | New |
| TownSquare Capital, LLC | 34,669 | $3.87M | 0.06% | −43,040−55.4% | Reduced |
| SkyView Investment Advisors, LLC | 34,414 | $3.84M | 0.71% | +8,722+33.9% | Added |
| Vestmark Advisory Solutions, Inc. | 34,126 | $3.81M | 0.16% | +2,454+7.7% | Added |
| Teachers Retirement System of the State of Kentucky | 33,470 | $3.74M | 0.03% | 00.0% | Unchanged |
| Atria Investments LLC | 32,573 | $3.64M | 0.05% | −8,963−21.6% | Reduced |
| Gotham Asset Management, LLC | 32,516 | $3.63M | 0.05% | −55−0.2% | Reduced |
| Cozad Asset Management Inc | 32,378 | $3.62M | 0.38% | +7,177+28.5% | Added |
| Heartland Advisors Inc | 30,810 | $3.44M | 0.18% | −5,755−15.7% | Reduced |
| Louisiana State Employees Retirement System | 30,800 | $3.44M | 0.07% | +700+2.3% | Added |
| Factory Mutual Insurance Co | 30,000 | $3.35M | 0.04% | +30,000 | New |
| Federation des caisses Desjardins du Quebec | 29,444 | $3.29M | 0.02% | −262−0.9% | Reduced |
| CWA Asset Management Group, LLC | 29,162 | $3.26M | 0.20% | +29,162 | New |
| Atom Investors LP | 28,902 | $3.23M | 0.41% | +28,902 | New |
| Warther Private Wealth, LLC | 28,330 | $3.16M | 1.41% | −1,000−3.4% | Reduced |
| Toroso Investments, LLC | 28,225 | $3.15M | 0.05% | +16,609+143.0% | Added |
| EULAV Asset Management | 28,000 | $3.13M | 0.09% | −2,000−6.7% | Reduced |
| USS Investment Management Ltd | 28,000 | $3.13M | 0.03% | +4,753+20.4% | Added |
| 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 |
| Handelsbanken Fonder AB | 27,494 | $3.07M | 0.01% | −7,918−22.4% | Reduced |
| Thrivent Financial for Lutherans | 26,818 | $3.00M | 0.01% | +84+0.3% | Added |
| Oregon Public Employees Retirement Fund | 26,450 | $2.95M | 0.06% | −3,742−12.4% | Reduced |
| State of Michigan Retirement System | 26,279 | $2.94M | 0.02% | +600+2.3% | Added |
| State of Tennessee, Treasury Department | 25,408 | $2.84M | 0.01% | +800+3.3% | Added |
| Epacria Capital Partners, LLC | 25,406 | $2.84M | 2.06% | −613−2.4% | Reduced |
| First Trust Advisors LP | 25,300 | $2.83M | 0.00% | −91,257−78.3% | Reduced |
| CenterBook Partners LP | 24,949 | $2.79M | 0.19% | +1,802+7.8% | Added |
| US Bancorp | 24,320 | $2.72M | 0.00% | −4,440−15.4% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 23,869 | $2.67M | 0.07% | +61+0.3% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,672 | $2.64M | 0.02% | +58+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 23,666 | $2.64M | 0.03% | +22,882+2,918.6% | Added |
| Ameritas Investment Partners, Inc. | 23,629 | $2.64M | 0.09% | 00.0% | Unchanged |
| Stony Point Capital LLC | 23,297 | $2.60M | 0.85% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 22,919 | $2.56M | 0.41% | 00.0% | Unchanged |
| Entropy Technologies, LP | 22,720 | $2.54M | 0.27% | +22,720 | New |
| Pinebridge Investments, L.P. | 22,562 | $2.52M | 0.02% | −36,120−61.6% | Reduced |
| Nordea Investment Management AB | 22,198 | $2.48M | 0.00% | −3,400−13.3% | Reduced |
| Daiwa Securities Group Inc. | 22,101 | $2.47M | 0.01% | −29,243−57.0% | Reduced |
| New Mexico Educational Retirement Board | 21,060 | $2.35M | 0.08% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 20,723 | $2.31M | 0.08% | +106+0.5% | Added |
| Buck Wealth Strategies, LLC | 20,484 | $2.29M | 0.79% | +20,484 | New |
| Resources Investment Advisors, LLC. | 20,432 | $2.28M | 0.04% | +597+3.0% | Added |
| Deutsche Bank AG | 19,757 | $2.21M | 0.00% | +1,481+8.1% | Added |
| Prudential Financial Inc | 18,844 | $2.11M | 0.00% | +4,875+34.9% | Added |
| Jump Financial, LLC | 18,684 | $2.09M | 0.06% | +9,860+111.7% | Added |
| Insight Wealth Strategies, LLC | 18,567 | $2.07M | 0.30% | −2,272−10.9% | Reduced |
| Natixis Advisors, L.P. | 18,528 | $2.07M | 0.00% | +3,546+23.7% | Added |
| M&T Bank Corp | 18,391 | $2.05M | 0.01% | −7,340−28.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 18,124 | $2.02M | 0.01% | −1,430−7.3% | Reduced |
| Teacher Retirement System of Texas | 17,910 | $2.00M | 0.01% | −7,074−28.3% | Reduced |