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 3 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, Q2 2024
Institutional positions in Interactive Brokers Group, Inc. as of Jun 30, 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
- 548
- +58 vs. Q1 2024
- Shares held
- 93.4M
- −1.10M (−1.2%) vs. Q1 2024
- Total value
- $11.4B
- +$896.5M (+8.5%) vs. Q1 2024
- New holders
- 101
- 197 more added
- Sold out
- 43
- 182 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 9,917,240 | $1.22B | 0.02% | +239,775+2.5% | Added |
| BlackRock Inc. | 9,301,894 | $1.14B | 0.03% | +210,611+2.3% | Added |
| Orbis Allan Gray Ltd | 6,961,727 | $853.5M | 5.32% | −168,019−2.4% | Reduced |
| JPMorgan Chase & Co | 4,005,703 | $491.1M | 0.04% | +302,935+8.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,785,131 | $464.1M | 1.13% | −1,352,485−26.3% | Reduced |
| Cantillon Capital Management LLC | 3,478,575 | $426.5M | 2.85% | −177,129−4.8% | Reduced |
| State Street Corp | 3,169,224 | $388.5M | 0.02% | −21,156−0.7% | Reduced |
| Egerton Capital (UK) LLP | 3,133,370 | $384.2M | 3.88% | +309,673+11.0% | Added |
| Greenwich Wealth Management LLC | 2,979,372 | $365.3M | 26.68% | +8,038+0.3% | Added |
| Bares Capital Management, Inc. | 2,532,665 | $310.5M | 14.93% | −277,466−9.9% | Reduced |
| Marshall Wace, LLP | 2,507,059 | $307.4M | 0.43% | +481,826+23.8% | Added |
| Geode Capital Management, LLC | 1,959,143 | $240.3M | 0.02% | +84,701+4.5% | Added |
| Norges Bank | 1,648,852 | $202.1M | 0.03% | +196,859+13.6% | Added |
| Jarislowsky, Fraser Ltd | 1,528,790 | $187.4M | 1.14% | −181,496−10.6% | Reduced |
| Voya Investment Management LLC | 1,419,732 | $174.1M | 0.17% | −59,287−4.0% | Reduced |
| Morgan Stanley | 1,417,830 | $173.8M | 0.01% | −412,188−22.5% | Reduced |
| Neuberger Berman Group LLC | 1,231,014 | $151.0M | 0.12% | −18,638−1.5% | Reduced |
| Bank of America Corp | 1,184,862 | $145.3M | 0.01% | +171,212+16.9% | Added |
| Millennium Management LLC | 1,082,017 | $132.7M | 0.11% | +1,004,289+1,292.1% | Added |
| FMR LLC | 975,411 | $119.6M | 0.01% | +232,516+31.3% | Added |
| Bank of New York Mellon Corp | 928,267 | $113.8M | 0.02% | −51,873−5.3% | Reduced |
| Wells Fargo & Company | 825,475 | $101.2M | 0.03% | −93,382−10.2% | Reduced |
| Bronte Capital Management Pty Ltd. | 809,799 | $99.3M | 7.77% | −32,626−3.9% | Reduced |
| Bamco Inc | 784,968 | $96.2M | 0.28% | +20,000+2.6% | Added |
| Charles Schwab Investment Management Inc | 782,228 | $95.9M | 0.02% | +11,410+1.5% | Added |
| Northern Trust Corp | 773,541 | $94.8M | 0.02% | +91,923+13.5% | Added |
| Empower Advisory Group, LLC | 677,742 | $83.1M | 0.31% | −1,511−0.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 646,535 | $79.3M | 0.33% | +115,247+21.7% | Added |
| 1832 Asset Management L.P. | 567,032 | $69.5M | 0.13% | −42,949−7.0% | Reduced |
| Royal Bank of Canada | 566,359 | $69.4M | 0.02% | −37,121−6.2% | Reduced |
| Agf Management Ltd | 546,471 | $67.0M | 0.37% | +18,616+3.5% | Added |
| Ancient Art, L.P. | 525,174 | $64.4M | 16.49% | −25,000−4.5% | Reduced |
| FIL Ltd | 511,988 | $62.8M | 0.06% | −548,753−51.7% | Reduced |
| Ensign Peak Advisors, Inc | 478,049 | $58.6M | 0.11% | −4,301−0.9% | Reduced |
| Invesco Ltd. | 471,007 | $57.7M | 0.01% | −10,269−2.1% | Reduced |
| Principal Financial Group Inc | 460,145 | $56.4M | 0.03% | −99,756−17.8% | Reduced |
| Raymond James & Associates | 430,795 | $52.8M | 0.03% | +16,247+3.9% | Added |
| TimesSquare Capital Management, LLC | 416,265 | $51.0M | 0.80% | −7,550−1.8% | Reduced |
| Hudson Way Capital Management LLC | 409,082 | $50.2M | 6.92% | +78,065+23.6% | Added |
| Abrams Bison Investments, LLC | 408,000 | $50.0M | 4.91% | −405,000−49.8% | Reduced |
| Pictet Asset Management Holding SA | 384,007 | $47.1M | 0.05% | −86,346−18.4% | Reduced |
| Coronation Fund Managers Ltd. | 380,690 | $46.7M | 2.69% | −556,503−59.4% | Reduced |
| Rhumbline Advisers | 364,635 | $44.7M | 0.04% | +72,961+25.0% | Added |
| Citigroup Inc | 360,236 | $44.2M | 0.04% | −15,646−4.2% | Reduced |
| Envestnet Asset Management Inc | 329,977 | $40.5M | 0.01% | −19,185−5.5% | Reduced |
| Legal & General Group Plc | 317,042 | $38.9M | 0.01% | +53,173+20.2% | Added |
| RV Capital GmbH | 309,947 | $38.0M | 9.14% | 00.0% | Unchanged |
| Marathon Asset Mgmt Ltd | 304,977 | $37.4M | 1.17% | +304,977 | New |
| Oakcliff Capital Partners, LP | 302,647 | $37.1M | 19.84% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 301,688 | $37.0M | 0.01% | +27,621+10.1% | Added |
| UBS Asset Management Americas Inc | 286,950 | $35.2M | 0.01% | +121,948+73.9% | Added |
| Retirement Systems of Alabama | 263,327 | $32.3M | 0.12% | −2,184−0.8% | Reduced |
| Nuveen Asset Management, LLC | 262,829 | $32.2M | 0.01% | −2,331−0.9% | Reduced |
| Federated Hermes, Inc. | 262,162 | $32.1M | 0.08% | +1,877+0.7% | Added |
| Hosking Partners LLP | 261,717 | $32.1M | 1.19% | +74,391+39.7% | Added |
| Polar Capital Holdings Plc | 253,203 | $31.0M | 0.18% | −101,277−28.6% | Reduced |
| Antipodes Partners Ltd | 245,387 | $30.1M | 1.09% | −52,935−17.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 242,551 | $29.7M | 0.67% | +5,097+2.1% | Added |
| Cercano Management LLC | 219,925 | $27.0M | 0.72% | +1,338+0.6% | Added |
| UBS Group AG | 216,503 | $26.5M | 0.01% | +148,851+220.0% | Added |
| Goldman Sachs Group Inc | 215,290 | $26.4M | 0.01% | −2,891−1.3% | Reduced |
| Citadel Advisors LLC | 214,326 | $26.3M | 0.03% | +98,908+85.7% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 209,747 | $25.7M | 1.61% | 00.0% | Unchanged |
| HSBC Holdings PLC | 209,970 | $25.7M | 0.02% | +187+0.1% | Added |
| California Public Employees Retirement System | 204,549 | $25.1M | 0.02% | +1,704+0.8% | Added |
| Swiss National Bank | 200,200 | $24.5M | 0.02% | −400−0.2% | Reduced |
| Victory Capital Management Inc | 173,532 | $21.3M | 0.02% | +37,288+27.4% | Added |
| State of Wisconsin Investment Board | 167,757 | $20.6M | 0.05% | −5,478−3.2% | Reduced |
| Firetrail Investments Pty Ltd | 166,573 | $20.4M | 6.19% | +90,015+117.6% | Added |
| Renaissance Technologies LLC | 161,600 | $19.8M | 0.03% | −236,900−59.4% | Reduced |
| Stifel Financial Corp | 159,531 | $19.6M | 0.02% | −16,953−9.6% | Reduced |
| Ameriprise Financial Inc | 159,304 | $19.5M | 0.01% | +10,118+6.8% | Added |
| Scout Investments, Inc. | 151,146 | $18.5M | 0.50% | −12,490−7.6% | Reduced |
| Lansing Management LP | 148,898 | $18.3M | 18.08% | +71,315+91.9% | Added |
| Cooper Investors Pty Ltd | 148,076 | $18.2M | 2.76% | −449,405−75.2% | Reduced |
| Alliancebernstein L.P. | 143,131 | $17.5M | 0.01% | −5,105−3.4% | Reduced |
| Dana Investment Advisors, Inc. | 142,885 | $17.5M | 0.59% | −14,683−9.3% | Reduced |
| Governors Lane LP | 139,431 | $17.1M | 2.66% | −800−0.6% | Reduced |
| Brooktree Capital Management | 139,009 | $17.0M | 14.57% | −12,866−8.5% | Reduced |
| D. E. Shaw & Co., Inc. | 137,405 | $16.8M | 0.02% | +66,450+93.7% | Added |
| Susquehanna Fundamental Investments, LLC | 136,712 | $16.8M | 0.39% | +8,075+6.3% | Added |
| Corebridge Financial, Inc. | 135,455 | $16.6M | 0.09% | +135,455 | New |
| Owls Nest Partners IA, LLC | 133,794 | $16.4M | 4.69% | +17,463+15.0% | Added |
| Gabelli Funds LLC | 130,749 | $16.0M | 0.12% | −1,400−1.1% | Reduced |
| Russell Investments Group, Ltd. | 128,132 | $15.7M | 0.03% | −11,859−8.5% | Reduced |
| LPL Financial LLC | 127,203 | $15.6M | 0.01% | +9,070+7.7% | Added |
| Squarepoint Ops LLC | 125,833 | $15.4M | 0.06% | +67,537+115.9% | Added |
| Hengistbury Investment Partners LLP | 119,000 | $14.6M | 6.12% | +119,000 | New |
| Noked Israel Ltd | 115,000 | $14.1M | 3.89% | +55,000+91.7% | Added |
| Mawer Investment Management Ltd. | 113,405 | $13.9M | 0.07% | +62,388+122.3% | Added |
| Verition Fund Management LLC | 110,122 | $13.5M | 0.10% | +33,046+42.9% | Added |
| Allianz Asset Management GmbH | 107,498 | $13.2M | 0.02% | +21,960+25.7% | Added |
| KBC Group NV | 105,947 | $13.0M | 0.04% | +2,858+2.8% | Added |
| State Board of Administration of Florida Retirement System | 100,030 | $12.3M | 0.02% | +3,635+3.8% | Added |
| Rovida Advisors Inc. | 100,000 | $12.3M | 4.37% | +40,000+66.7% | Added |
| California State Teachers Retirement System | 99,597 | $12.2M | 0.01% | −2,462−2.4% | Reduced |
| American Century Companies Inc | 95,230 | $11.7M | 0.01% | +983+1.0% | Added |
| Manufacturers Life Insurance Company, The | 92,780 | $11.4M | 0.01% | −314−0.3% | Reduced |
| Great West Life Assurance Co | 89,632 | $11.0M | 0.02% | +29,264+48.5% | Added |
| O'Brien Greene & Co. Inc | 86,481 | $10.6M | 3.36% | −600−0.7% | Reduced |