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 |
|---|---|---|---|---|---|
| Point72 Europe (London) LLP | 17,900 | $2.00M | 0.19% | +17,900 | New |
| Quantbot Technologies LP | 17,623 | $1.97M | 0.11% | +6,236+54.8% | Added |
| Simplex Trading, LLC | 17,607 | $1.97M | 0.06% | −22,422−56.0% | Reduced |
| Exchange Traded Concepts, LLC | 17,328 | $1.94M | 0.05% | +10,619+158.3% | Added |
| Group One Trading, L.P. | 17,161 | $1.92M | 0.07% | +7,167+71.7% | Added |
| Uncommon Cents Investing LLC | 16,860 | $1.88M | 0.58% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 16,799 | $1.88M | 0.09% | +11,208+200.5% | Added |
| Pacer Advisors, Inc. | 16,173 | $1.81M | 0.00% | −3,902−19.4% | Reduced |
| Vestcor Inc | 16,038 | $1.79M | 0.06% | −5,328−24.9% | Reduced |
| AIA Group Ltd | 16,000 | $1.79M | 0.06% | −6,200−27.9% | Reduced |
| Fiduciary Family Office, LLC | 15,592 | $1.74M | 0.68% | +9,705+164.9% | Added |
| Algert Global LLC | 15,088 | $1.69M | 0.07% | −37,690−71.4% | Reduced |
| Credential Qtrade Securities Inc. | 14,989 | $1.67M | 0.09% | −241−1.6% | Reduced |
| IMC-Chicago, LLC | 14,925 | $1.67M | 0.06% | −18,249−55.0% | Reduced |
| STRS Ohio | 14,574 | $1.63M | 0.01% | −4,846−25.0% | Reduced |
| Vontobel Holding Ltd. | 14,223 | $1.59M | 0.01% | −8,091−36.3% | Reduced |
| Pin Oak Investment Advisors Inc | 14,090 | $1.57M | 1.51% | 00.0% | Unchanged |
| S&CO Inc | 14,000 | $1.56M | 0.11% | +14,000 | New |
| Wealth Enhancement Advisory Services, LLC | 13,962 | $1.56M | 0.00% | −17,663−55.9% | Reduced |
| Commonwealth Equity Services, LLC | 13,769 | $1.54M | 0.00% | −7,576−35.5% | Reduced |
| TCW Group Inc | 13,419 | $1.50M | 0.02% | +13,419 | New |
| Independent Solutions Wealth Management, LLC | 13,390 | $1.50M | 0.36% | −1,282−8.7% | Reduced |
| Brown Brothers Harriman & Co | 13,243 | $1.48M | 0.01% | +5,822+78.5% | Added |
| Xponance, Inc. | 13,153 | $1.47M | 0.02% | +28+0.2% | Added |
| Credit Agricole S A | 12,665 | $1.40M | 0.02% | +256+2.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,483 | $1.39M | 0.00% | +9,602+333.3% | Added |
| D.A. Davidson & Co. | 12,212 | $1.36M | 0.01% | −943−7.2% | Reduced |
| Canada Pension Plan Investment Board | 12,157 | $1.36M | 0.00% | −34,656−74.0% | Reduced |
| Aspire Private Capital, LLC | 12,030 | $1.34M | 0.35% | +1,446+13.7% | Added |
| Inspire Advisors, LLC | 11,982 | $1.34M | 0.19% | +1,470+14.0% | Added |
| Guggenheim Capital LLC | 11,790 | $1.32M | 0.01% | −10,433−46.9% | Reduced |
| State of Alaska, Department of Revenue | 11,611 | $1.30M | 0.01% | +55+0.5% | Added |
| HighTower Advisors, LLC | 11,504 | $1.29M | 0.00% | +825+7.7% | Added |
| Gould Capital, LLC | 11,478 | $1.28M | 0.90% | +11,478 | New |
| JustInvest LLC | 11,378 | $1.27M | 0.03% | −53−0.5% | Reduced |
| Assenagon Asset Management S.A. | 11,342 | $1.27M | 0.00% | −232,757−95.4% | Reduced |
| Amundi | 11,321 | $1.25M | 0.00% | −274−2.4% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,155 | $1.25M | 0.00% | +1,682+17.8% | Added |
| Nisa Investment Advisors, LLC | 11,077 | $1.24M | 0.01% | +10,125+1,063.6% | Added |
| Chase Investment Counsel Corp | 11,000 | $1.23M | 0.46% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 10,765 | $1.20M | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 10,623 | $1.19M | 0.14% | +1,212+12.9% | Added |
| Qsemble Capital Management, LP | 10,495 | $1.17M | 0.26% | +10,495 | New |
| Gator Capital Management, LLC | 10,200 | $1.14M | 0.61% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 9,683 | $1.08M | 0.00% | −117−1.2% | Reduced |
| The PNC Financial Services Group, Inc. | 9,314 | $1.04M | 0.00% | −151−1.6% | Reduced |
| Pathstone Holdings, LLC | 9,091 | $1.02M | 0.00% | −890−8.9% | Reduced |
| Pullen Investment Management, LLC | 8,921 | $996.6K | 0.84% | +8,921 | New |
| Hennion & Walsh Asset Management, Inc. | 8,763 | $978.9K | 0.05% | −284−3.1% | Reduced |
| Securian Asset Management, Inc | 8,760 | $978.6K | 0.03% | −200−2.2% | Reduced |
| FourThought Financial Partners, LLC | 8,640 | $965.2K | 0.11% | +264+3.2% | Added |
| Virtus ETF Advisers LLC | 8,289 | $926.0K | 0.49% | +998+13.7% | Added |
| Penserra Capital Management LLC | 8,033 | $897.0K | 0.01% | +8,033 | New |
| TD Waterhouse Canada Inc. | 5,753 | $892.8K | 0.01% | +2,069+56.2% | Added |
| VCI Wealth Management LLC | 7,913 | $884.0K | 0.60% | −2,316−22.6% | Reduced |
| Maryland State Retirement & Pension System | 7,886 | $873.1K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 7,787 | $870.0K | 0.02% | +35+0.5% | Added |
| Walleye Capital LLC | 7,724 | $862.8K | 0.01% | +2,516+48.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,711 | $861.4K | 0.45% | +236+3.2% | Added |
| Aviva PLC | 7,684 | $858.4K | 0.00% | +7,684 | New |
| AE Wealth Management LLC | 7,636 | $853.0K | 0.01% | −19,886−72.3% | Reduced |
| Strategic Investment Advisors | 7,473 | $834.8K | 0.11% | +56+0.8% | Added |
| Stephens Inc | 7,438 | $830.9K | 0.01% | +1,936+35.2% | Added |
| Lebenthal Global Advisors, LLC | 7,396 | $826.2K | 0.18% | +19+0.3% | Added |
| Baird Financial Group, Inc. | 7,353 | $821.4K | 0.00% | +7,353 | New |
| Concurrent Investment Advisors, LLC | 7,292 | $814.5K | 0.03% | +141+2.0% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $813.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 7,226 | $807.0K | 0.00% | +531+7.9% | Added |
| Gsa Capital Partners LLP | 7,129 | $796.0K | 0.06% | +7,129 | New |
| National Bank of Canada | 6,723 | $787.6K | 0.00% | −38,553−85.2% | Reduced |
| Mystic Asset Management, Inc. | 7,050 | $787.6K | 0.33% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 7,047 | $787.2K | 0.16% | +126+1.8% | Added |
| Wolverine Trading, LLC | 7,030 | $785.3K | 0.01% | −10,208−59.2% | Reduced |
| Friedenthal Financial | 6,926 | $773.7K | 0.48% | +6,926 | New |
| Creative Planning | 6,923 | $773.3K | 0.00% | +983+16.5% | Added |
| Formidable Asset Management, LLC | 6,904 | $771.2K | 0.13% | −2,354−25.4% | Reduced |
| Wintrust Investments LLC | 6,885 | $769.0K | 0.07% | −2,650−27.8% | Reduced |
| Qube Research & Technologies Ltd | 6,594 | $736.6K | 0.00% | −108,914−94.3% | Reduced |
| Advisor Group Holdings, Inc. | 6,561 | $732.9K | 0.00% | −27,050−80.5% | Reduced |
| Captrust Financial Advisors | 6,269 | $700.3K | 0.00% | −3,089−33.0% | Reduced |
| Eschler Asset Management LLP | 6,111 | $684.0K | 0.44% | 00.0% | Unchanged |
| Hyman Charles D | 6,100 | $681.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,025 | $673.1K | 0.05% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 6,004 | $671.0K | 0.00% | +99+1.7% | Added |
| Tower Research Capital LLC (TRC) | 5,980 | $668.0K | 0.02% | −5,199−46.5% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $659.0K | 0.00% | 00.0% | Unchanged |
| Precision Wealth Strategies, LLC | 5,774 | $645.0K | 0.61% | −1,395−19.5% | Reduced |
| Norden Group LLC | 5,761 | $643.6K | 0.13% | −1,848−24.3% | Reduced |
| Utah Retirement Systems | 5,700 | $636.7K | 0.01% | 00.0% | Unchanged |
| Global Endowment Management, LP | 5,699 | $636.6K | 0.07% | −2,049−26.4% | Reduced |
| LVW Advisors, LLC | 5,560 | $621.1K | 0.11% | −153−2.7% | Reduced |
| Walleye Trading LLC | 5,500 | $614.4K | 0.01% | −4,743−46.3% | Reduced |
| CI Private Wealth, LLC | 5,451 | $607.8K | 0.00% | +96+1.8% | Added |
| MBM Wealth Consultants, LLC | 5,236 | $584.9K | 0.21% | −660−11.2% | Reduced |
| ProShare Advisors LLC | 5,222 | $583.4K | 0.00% | −408−7.2% | Reduced |
| HRT Financial LP | 5,187 | $579.0K | 0.00% | −15,961−75.5% | Reduced |
| Portside Wealth Group, LLC | 5,151 | $575.4K | 0.11% | −5,983−53.7% | Reduced |
| Revisor Wealth Management LLC | 5,820 | $567.8K | 0.26% | +3,207+122.7% | Added |
| Davenport & Co LLC | 5,066 | $565.9K | 0.00% | +106+2.1% | Added |
| Landscape Capital Management, L.L.C. | 5,000 | $558.5K | 0.05% | −400−7.4% | Reduced |