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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 4,894 | $546.7K | 0.00% | +126+2.6% | Added |
| Mariner, LLC | 4,849 | $541.7K | 0.00% | +18+0.4% | Added |
| Shelton Capital Management | 4,816 | $538.0K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 4,728 | $528.2K | 0.01% | +525+12.5% | Added |
| Hyperion Capital Advisors LP | 4,713 | $526.5K | 0.25% | 00.0% | Unchanged |
| Everpar Advisors LLC | 4,691 | $524.0K | 0.32% | −1,919−29.0% | Reduced |
| Centiva Capital, LP | 4,634 | $517.7K | 0.03% | −2,101−31.2% | Reduced |
| Central Trust Co | 4,632 | $517.4K | 0.01% | +288+6.6% | Added |
| HighPoint Advisor Group LLC | 4,272 | $514.0K | 0.04% | +115+2.8% | Added |
| SG Americas Securities, LLC | 4,580 | $512.0K | 0.00% | −9,278−67.0% | Reduced |
| National Asset Management, Inc. | 5,612 | $485.7K | 0.01% | +1,151+25.8% | Added |
| Glenmede Trust Co NA | 4,328 | $483.5K | 0.00% | −1,614−27.2% | Reduced |
| Navellier & Associates Inc | 4,308 | $481.2K | 0.06% | +123+2.9% | Added |
| Baker Tilly Wealth Management, LLC | 4,074 | $455.1K | 0.08% | −4,680−53.5% | Reduced |
| XTX Topco Ltd | 4,048 | $452.2K | 0.06% | +4,048 | New |
| NBC Securities, Inc. | 3,984 | $445.0K | 0.04% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 3,967 | $443.2K | 0.19% | +2,309+139.3% | Added |
| Ethic Inc. | 3,931 | $439.1K | 0.01% | +1,095+38.6% | Added |
| Richard W. Paul & Associates, LLC | 3,878 | $433.3K | 0.17% | −155−3.8% | Reduced |
| Wedbush Securities Inc | 3,816 | $426.0K | 0.02% | +3,816 | New |
| Heritage Wealth Management, LLC | 3,796 | $424.0K | 0.22% | −77−2.0% | Reduced |
| Profund Advisors LLC | 3,766 | $420.7K | 0.02% | +502+15.4% | Added |
| Eqis Capital Management, Inc. | 3,647 | $407.4K | 0.03% | −1,544−29.7% | Reduced |
| FORA Capital, LLC | 3,617 | $404.1K | 0.03% | +3,617 | New |
| Atomi Financial Group, Inc. | 3,597 | $401.8K | 0.04% | +3,597 | New |
| First Hawaiian Bank | 3,414 | $381.4K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,400 | $379.8K | 0.01% | −4,700−58.0% | Reduced |
| Studio Investment Management LLC | 3,394 | $379.1K | 0.09% | +300+9.7% | Added |
| Koshinski Asset Management, Inc. | 3,309 | $369.6K | 0.04% | +3,309 | New |
| Kestra Advisory Services, LLC | 3,302 | $368.9K | 0.00% | +693+26.6% | Added |
| Cottonwood Capital Advisors, LLC | 3,319 | $362.3K | 0.29% | −256−7.2% | Reduced |
| Wealth Alliance | 3,233 | $361.1K | 0.05% | +511+18.8% | Added |
| Alps Advisors Inc | 3,228 | $360.6K | 0.00% | −154−4.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,185 | $355.8K | 0.00% | +3,185 | New |
| Boyar Asset Management Inc. | 3,158 | $352.8K | 0.23% | +3,158 | New |
| EverSource Wealth Advisors, LLC | 3,062 | $352.5K | 0.03% | −146−4.6% | Reduced |
| Corton Capital Inc. | 2,953 | $329.9K | 0.12% | +2,953 | New |
| Oppenheimer & Co Inc | 2,923 | $326.5K | 0.01% | +2,923 | New |
| Snowden Capital Advisors LLC | 2,921 | $326.3K | 0.01% | +2,921 | New |
| CIBC Asset Management Inc | 2,905 | $324.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 2,897 | $323.7K | 0.00% | +215+8.0% | Added |
| Gamco Investors, Inc. Et Al | 2,850 | $318.4K | 0.00% | −150−5.0% | Reduced |
| Jefferies Financial Group Inc. | 2,848 | $318.1K | 0.01% | +2,848 | New |
| Private Advisor Group, LLC | 2,838 | $317.0K | 0.00% | +150+5.6% | Added |
| SpiderRock Advisors, LLC | 2,936 | $316.9K | 0.01% | +2,936 | New |
| SYSTM Wealth Solutions LLC | 2,779 | $310.4K | 0.04% | +2,368+576.2% | Added |
| L2 Asset Management, LLC | 2,759 | $308.2K | 0.10% | +17+0.6% | Added |
| Axxcess Wealth Management, LLC | 2,752 | $307.4K | 0.01% | −327−10.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,741 | $306.2K | 0.01% | +2,741 | New |
| Alliance Wealth Advisors, LLC | 2,731 | $305.1K | 0.09% | −3,032−52.6% | Reduced |
| MJP Associates Inc | 2,687 | $300.2K | 0.07% | +2,687 | New |
| Synergy Financial Group, LTD | 2,678 | $299.2K | 0.34% | −323−10.8% | Reduced |
| GeoWealth Management, LLC | 2,555 | $285.4K | 0.01% | +1,689+195.0% | Added |
| Crewe Advisors LLC | 2,548 | $284.6K | 0.03% | −88−3.3% | Reduced |
| Prudential PLC | 2,510 | $280.4K | 0.00% | +2,510 | New |
| Leonteq Securities AG | 2,497 | $278.9K | 0.04% | +2,485+20,708.3% | Added |
| Advisory Services Network, LLC | 2,411 | $269.3K | 0.01% | −1,010−29.5% | Reduced |
| Joel Isaacson & Co., LLC | 2,388 | $266.8K | 0.01% | +2,388 | New |
| Los Angeles Capital Management LLC | 2,381 | $266.0K | 0.00% | +2,381 | New |
| Quadrant Capital Group LLC | 2,378 | $265.6K | 0.02% | +157+7.1% | Added |
| Edmond de Rothschild Holding S.A. | 2,366 | $264.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $263.6K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,342 | $261.6K | 0.00% | +2,342 | New |
| Cambridge Investment Research Advisors, Inc. | 2,326 | $260.0K | 0.00% | +2,326 | New |
| Cerity Partners LLC | 2,325 | $259.7K | 0.00% | +2,325 | New |
| Schonfeld Strategic Advisors LLC | 2,300 | $256.9K | 0.00% | +2,300 | New |
| Lifestyle Asset Management, Inc. | 2,223 | $248.3K | 0.15% | +2,223 | New |
| Scientech Research LLC | 2,209 | $246.8K | 0.13% | −995−31.1% | Reduced |
| Thrive Wealth Management, LLC | 2,201 | $245.9K | 0.05% | +2,201 | New |
| Panagora Asset Management Inc | 2,200 | $245.8K | 0.00% | +2,200 | New |
| ArrowMark Colorado Holdings LLC | 2,200 | $245.8K | 0.00% | +2,200 | New |
| ASB Consultores, LLC | 2,190 | $244.6K | 0.06% | +2,190 | New |
| Fifth Third Bancorp | 2,144 | $239.5K | 0.00% | −703−24.7% | Reduced |
| Avantax Advisory Services, Inc. | 2,115 | $236.3K | 0.00% | +2,115 | New |
| Fulton Bank, N.A. | 2,081 | $232.5K | 0.01% | +2,081 | New |
| Ashton Thomas Private Wealth, LLC | 2,072 | $231.5K | 0.01% | +2,072 | New |
| 180 Wealth Advisors, LLC | 2,009 | $224.4K | 0.04% | +2,009 | New |
| Cross Staff Investments Inc | 2,000 | $223.4K | 0.19% | +2,000 | New |
| Wallace Advisory Group, LLC | 2,693 | $223.3K | 0.17% | +217+8.8% | Added |
| IHT Wealth Management, LLC | 1,919 | $214.4K | 0.01% | +1,919 | New |
| Aureus Asset Management, LLC | 1,907 | $213.0K | 0.01% | +1,907 | New |
| Boston Financial Mangement LLC | 1,855 | $207.2K | 0.01% | +1,855 | New |
| JT Stratford LLC | 1,808 | $202.0K | 0.04% | +1,808 | New |
| Avantax Planning Partners, Inc. | 1,806 | $201.8K | 0.01% | +1,806 | New |
| Vident Advisory, LLC | 1,801 | $201.2K | 0.00% | +1,801 | New |
| Advisors Asset Management, Inc. | 1,720 | $192.1K | 0.00% | +1,477+607.8% | Added |
| Allworth Financial LP | 1,401 | $156.5K | 0.00% | −9−0.6% | Reduced |
| Macquarie Group Ltd | 1,350 | $150.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,182 | $132.1K | 0.00% | −113−8.7% | Reduced |
| Eagle Bay Advisors LLC | 1,173 | $131.0K | 0.08% | −270−18.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,112 | $124.2K | 0.00% | +2+0.2% | Added |
| Western Pacific Wealth Management, LP | 1,100 | $122.9K | 0.09% | 00.0% | Unchanged |
| CWM, LLC | 1,060 | $118.0K | 0.00% | +252+31.2% | Added |
| Assetmark, Inc | 1,055 | $117.9K | 0.00% | −144−12.0% | Reduced |
| Signaturefd, LLC | 956 | $106.8K | 0.00% | +23+2.5% | Added |
| CVA Family Office, LLC | 905 | $101.1K | 0.02% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 898 | $100.3K | 0.04% | −22−2.4% | Reduced |
| GHP Investment Advisors, Inc. | 887 | $99.1K | 0.00% | 00.0% | Unchanged |
| Tobam | 834 | $93.0K | 0.01% | +834 | New |
| Chiron Investment Management, LLC | 777 | $86.8K | 0.04% | +335+75.8% | Added |