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, 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 |
|---|---|---|---|---|---|
| Lazard Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $123 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 2 | $245 | 0.00% | −401−99.5% | Reduced |
| Castleview Partners, LLC | 3 | $368 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $491 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $736 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $736 | 0.00% | +1+20.0% | Added |
| Breakwater Investment Management | 7 | $859 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $859 | 0.00% | +5+250.0% | Added |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $1.10K | 0.00% | −135−93.8% | Reduced |
| Orion Capital Management LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $1.31K | 0.00% | +11 | New |
| Transcendent Capital Group LLC | 13 | $1.59K | 0.00% | +13 | New |
| Triad Wealth Partners, LLC | 14 | $1.72K | 0.00% | +14 | New |
| Montag A & Associates Inc | 15 | $1.86K | 0.00% | +1+7.1% | Added |
| Bell Investment Advisors, Inc | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.51K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24 | $2.94K | 0.00% | +24 | New |
| Valued Wealth Advisors LLC | 24 | $2.94K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 26 | $3.19K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 26 | $3.19K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $3.43K | 0.00% | −5−15.2% | Reduced |
| Sunbelt Securities, Inc. | 28 | $3.46K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $3.68K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $3.68K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $3.68K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 35 | $4.29K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $4.78K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $4.93K | 0.00% | −35−46.7% | Reduced |
| Bruce G. Allen Investments, LLC | 45 | $5.52K | 0.00% | −77−63.1% | Reduced |
| ESL Trust Services, LLC | 46 | $5.64K | 0.00% | +46 | New |
| Cetera Trust Company, N.A | 50 | $6.13K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $6.29K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 52 | $6.42K | 0.00% | −24−31.6% | Reduced |
| Ronald Blue Trust, Inc. | 58 | $6.48K | 0.00% | +32+123.1% | Added |
| Ridgewood Investments LLC | 54 | $6.62K | 0.00% | +54 | New |
| Versant Capital Management, Inc | 57 | $6.99K | 0.00% | −44−43.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 62 | $7.60K | 0.00% | −2,010−97.0% | Reduced |
| First Horizon Advisors, Inc. | 63 | $7.72K | 0.00% | −147−70.0% | Reduced |
| Umb Bank N A | 64 | $7.85K | 0.00% | +36+128.6% | Added |
| Abich Financial Wealth Management LLC | 64 | $7.85K | 0.01% | +64 | New |
| ORG Partners LLC | 65 | $8.24K | 0.00% | +52+400.0% | Added |
| Huntington National Bank | 77 | $9.44K | 0.00% | −14−15.4% | Reduced |
| Harbour Investments, Inc. | 79 | $9.69K | 0.00% | −10−11.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $12.3K | 0.00% | −496−83.2% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $12.3K | 0.00% | −100−50.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $12.8K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 120 | $14.7K | 0.00% | −209−63.5% | Reduced |
| Bessemer Group Inc | 123 | $15.0K | 0.00% | −509−80.5% | Reduced |
| Tucker Asset Management LLC | 127 | $15.6K | 0.00% | +114+876.9% | Added |
| AdvisorNet Financial, Inc | 128 | $15.7K | 0.00% | −29−18.5% | Reduced |
| American National Bank | 138 | $16.9K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 149 | $18.3K | 0.00% | +149 | New |
| Proequities, Inc. | 151 | $18.5K | 0.00% | −18−10.7% | Reduced |
| Parallel Advisors, LLC | 165 | $20.2K | 0.00% | +37+28.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 171 | $21.0K | 0.00% | +171 | New |
| Smithfield Trust Co | 191 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 197 | $24.2K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 200 | $24.5K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $24.5K | 0.00% | +200 | New |
| Catalyst Funds Management Pty Ltd | 200 | $24.5K | 0.01% | +200 | New |
| Parkside Financial Bank & Trust | 201 | $24.6K | 0.00% | −66−24.7% | Reduced |
| Farther Finance Advisors, LLC | 200 | $25.4K | 0.00% | +73+57.5% | Added |
| Covestor Ltd | 209 | $26.0K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 223 | $27.3K | 0.00% | +40+21.9% | Added |
| Creative Financial Designs Inc | 235 | $28.8K | 0.00% | +235 | New |
| Smartleaf Asset Management LLC | 239 | $29.4K | 0.00% | −24−9.1% | Reduced |
| DT Investment Partners, LLC | 243 | $29.8K | 0.00% | −37−13.2% | Reduced |
| Adirondack Trust Co | 250 | $30.6K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 256 | $31.4K | 0.00% | +111+76.6% | Added |
| SRS Capital Advisors, Inc. | 260 | $31.9K | 0.00% | +6+2.4% | Added |
| Fairfield Financial Advisors, LTD | 260 | $31.9K | 0.01% | +260 | New |
| Rise Advisors, LLC | 265 | $32.5K | 0.02% | +1+0.4% | Added |
| USA Financial Portformulas Corp | 276 | $33.8K | 0.01% | +276 | New |
| Rosenberg Matthew Hamilton | 280 | $35.5K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 309 | $38.0K | 0.00% | −47−13.2% | Reduced |
| Pinnacle Financial Partners Inc | 370 | $41.3K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $46.6K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 393 | $48.2K | 0.02% | +393 | New |
| Asset Management One Co.,Ltd. | 421 | $51.6K | 0.00% | −90−17.6% | Reduced |
| Accent Capital Management, LLC | 480 | $58.8K | 0.04% | +480 | New |
| Benjamin Edwards Inc | 499 | $61.0K | 0.01% | +46+10.2% | Added |
| Principal Securities, Inc. | 518 | $63.5K | 0.00% | +49+10.4% | Added |
| CIBC Private Wealth Group, LLC | 522 | $64.5K | 0.00% | +20+4.0% | Added |
| Private Trust Co NA | 527 | $64.6K | 0.01% | +277+110.8% | Added |
| Gen-Wealth Partners Inc | 590 | $72.3K | 0.03% | +590 | New |
| Lindbrook Capital, LLC | 621 | $76.1K | 0.01% | +30+5.1% | Added |
| IFP Advisors, Inc | 679 | $83.3K | 0.00% | +595+708.3% | Added |
| Toronto Dominion Bank | 686 | $84.1K | 0.00% | −73−9.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 704 | $86.3K | 0.00% | +378+116.0% | Added |
| Quent Capital, LLC | 721 | $88.4K | 0.01% | +1+0.1% | Added |
| Ci Investments Inc. | 756 | $93.0K | 0.00% | +84+12.5% | Added |
| Global Retirement Partners, LLC | 777 | $95.3K | 0.00% | +777 | New |
| GHP Investment Advisors, Inc. | 785 | $96.2K | 0.00% | −102−11.5% | Reduced |
| GAMMA Investing LLC | 893 | $109.5K | 0.01% | +410+84.9% | Added |