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 |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 759 | $84.8K | 0.00% | −6−0.8% | Reduced |
| Quent Capital, LLC | 720 | $80.5K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 672 | $75.0K | 0.00% | +108+19.1% | Added |
| Bessemer Group Inc | 632 | $70.0K | 0.00% | +503+389.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 596 | $66.6K | 0.00% | +596 | New |
| Lindbrook Capital, LLC | 591 | $66.0K | 0.01% | +6+1.0% | Added |
| Harvest Fund Management Co., Ltd | 580 | $65.0K | 0.01% | +580 | New |
| Asset Management One Co.,Ltd. | 511 | $57.1K | 0.00% | −233−31.3% | Reduced |
| CIBC Private Wealth Group, LLC | 502 | $56.2K | 0.00% | +502 | New |
| GAMMA Investing LLC | 483 | $54.0K | 0.01% | +329+213.6% | Added |
| Principal Securities, Inc. | 469 | $52.4K | 0.00% | −9−1.9% | Reduced |
| Benjamin Edwards Inc | 453 | $51.0K | 0.01% | +11+2.5% | Added |
| Rakuten Securities, Inc. | 403 | $45.0K | 0.02% | −4−1.0% | Reduced |
| Westpac Banking Corp | 380 | $42.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 370 | $41.3K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 368 | $41.1K | 0.01% | +368 | New |
| Benjamin F. Edwards & Company, Inc. | 356 | $40.0K | 0.00% | −47−11.7% | Reduced |
| Global X Japan Co., Ltd. | 329 | $36.8K | 0.01% | −54−14.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 326 | $36.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 297 | $33.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 280 | $31.4K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 280 | $31.3K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 281 | $31.0K | 0.02% | −1,389−83.2% | Reduced |
| Parkside Financial Bank & Trust | 267 | $29.8K | 0.00% | +118+79.2% | Added |
| Rise Advisors, LLC | 264 | $29.5K | 0.02% | +264 | New |
| Smartleaf Asset Management LLC | 263 | $29.3K | 0.01% | +48+22.3% | Added |
| Venturi Wealth Management, LLC | 262 | $29.3K | 0.00% | −14−5.1% | Reduced |
| SRS Capital Advisors, Inc. | 254 | $28.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 250 | $27.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $27.9K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 210 | $23.5K | 0.00% | −167−44.3% | Reduced |
| Covestor Ltd | 209 | $23.0K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 200 | $22.4K | 0.00% | +200 | New |
| Solstein Capital, LLC | 200 | $22.3K | 0.02% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $22.3K | 0.00% | +100+100.0% | Added |
| Sittner & Nelson, LLC | 197 | $22.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 191 | $21.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 183 | $20.4K | 0.00% | −3−1.6% | Reduced |
| Proequities, Inc. | 169 | $18.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 168 | $18.8K | 0.00% | +168 | New |
| AdvisorNet Financial, Inc | 157 | $17.5K | 0.00% | +149+1,862.5% | Added |
| Tortoise Investment Management, LLC | 145 | $16.2K | 0.00% | +145 | New |
| Quarry LP | 144 | $16.1K | 0.01% | +144 | New |
| American National Bank | 138 | $15.4K | 0.00% | +138 | New |
| Parallel Advisors, LLC | 128 | $14.3K | 0.00% | +22+20.8% | Added |
| Farther Finance Advisors, LLC | 127 | $14.2K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 122 | $13.6K | 0.01% | −49−28.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $11.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 101 | $11.3K | 0.00% | +91+910.0% | Added |
| Huntington National Bank | 91 | $10.2K | 0.00% | +17+23.0% | Added |
| Harbour Investments, Inc. | 89 | $9.94K | 0.00% | +37+71.2% | Added |
| IFP Advisors, Inc | 84 | $9.43K | 0.00% | +38+82.6% | Added |
| HighMark Wealth Management LLC | 76 | $8.53K | 0.01% | +26+52.0% | Added |
| Blume Capital Management, Inc. | 75 | $8.39K | 0.00% | −84−52.8% | Reduced |
| GoalVest Advisory LLC | 63 | $7.04K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 52 | $5.81K | 0.01% | −1,056−95.3% | Reduced |
| Larson Financial Group LLC | 51 | $5.72K | 0.00% | −56−52.3% | Reduced |
| Cetera Trust Company, N.A | 50 | $5.59K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 42 | $4.69K | 0.00% | −43−50.6% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $4.36K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 35 | $3.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $3.69K | 0.00% | +28+560.0% | Added |
| Caldwell Sutter Capital, Inc. | 30 | $3.35K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $3.35K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $3.35K | 0.00% | +30 | New |
| Sunbelt Securities, Inc. | 28 | $3.14K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 28 | $3.13K | 0.00% | +28 | New |
| Avion Wealth | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 26 | $2.90K | 0.00% | +26 | New |
| Webster Bank, N. A. | 26 | $2.90K | 0.00% | +26 | New |
| Ronald Blue Trust, Inc. | 26 | $2.90K | 0.00% | +26 | New |
| Clearstead Advisors, LLC | 23 | $2.77K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $2.68K | 0.00% | +24 | New |
| Sofos Investments, Inc. | 23 | $2.62K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 20 | $2.29K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20 | $2.23K | 0.00% | +12+150.0% | Added |
| Trust Co of Vermont | 19 | $2.12K | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 14 | $1.52K | 0.00% | +14 | New |
| ORG Partners LLC | 13 | $1.46K | 0.00% | +2+18.2% | Added |
| Tucker Asset Management LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $1.45K | 0.00% | +13 | New |
| English Capital Management LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Breakwater Investment Management | 7 | $782 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 6 | $671 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $559 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $447 | 0.00% | −1−20.0% | Reduced |
| Rothschild Investment LLC | 4 | $447 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3 | $335 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $224 | 0.00% | +2 | New |
| 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 |