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 |
|---|---|---|---|---|---|
| Bay Harbor Wealth Management, LLC | 895 | $109.7K | 0.04% | −3−0.3% | Reduced |
| CVA Family Office, LLC | 909 | $111.4K | 0.02% | +4+0.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 913 | $112.2K | 0.00% | +913 | New |
| Kessler Investment Group, LLC | 970 | $118.9K | 0.06% | +970 | New |
| Nemes Rush Group LLC | 1,037 | $127.1K | 0.02% | +669+181.8% | Added |
| International Assets Investment Management, LLC | 1,060 | $130.0K | 0.01% | +1,060 | New |
| Western Pacific Wealth Management, LP | 1,100 | $134.9K | 0.10% | 00.0% | Unchanged |
| Assetmark, Inc | 1,121 | $137.4K | 0.00% | +66+6.3% | Added |
| CWM, LLC | 1,122 | $138.0K | 0.00% | +62+5.8% | Added |
| Nisa Investment Advisors, LLC | 1,142 | $140.0K | 0.00% | −9,935−89.7% | Reduced |
| Eagle Bay Advisors LLC | 1,185 | $145.3K | 0.09% | +12+1.0% | Added |
| Signaturefd, LLC | 1,241 | $152.1K | 0.00% | +285+29.8% | Added |
| Daiwa Securities Group Inc. | 1,290 | $158.0K | 0.00% | −20,811−94.2% | Reduced |
| EntryPoint Capital, LLC | 1,307 | $160.2K | 0.07% | +1,255+2,413.5% | Added |
| GWM Advisors LLC | 1,339 | $164.1K | 0.00% | +157+13.3% | Added |
| Macquarie Group Ltd | 1,350 | $165.5K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 1,396 | $172.0K | 0.01% | +1,396 | New |
| Allworth Financial LP | 1,441 | $173.8K | 0.00% | +40+2.9% | Added |
| Northwestern Mutual Wealth Management Co | 1,532 | $187.8K | 0.00% | +420+37.8% | Added |
| Harvest Fund Management Co., Ltd | 1,609 | $197.0K | 0.01% | +1,029+177.4% | Added |
| Leeward Financial Partners, LLC | 1,635 | $200.5K | 0.08% | +1,635 | New |
| JT Stratford LLC | 1,635 | $200.5K | 0.04% | −173−9.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 1,649 | $202.2K | 0.01% | +1,649 | New |
| Motley Fool Asset Management LLC | 1,600 | $202.8K | 0.01% | +1,600 | New |
| Flagship Harbor Advisors, LLC | 1,670 | $204.7K | 0.01% | +1,670 | New |
| Seeds Investor LLC | 1,689 | $207.1K | 0.11% | +1,689 | New |
| Norden Group LLC | 1,690 | $207.1K | 0.04% | −4,071−70.7% | Reduced |
| Meyer Handelman Co | 1,700 | $208.4K | 0.01% | +1,700 | New |
| LRI Investments, LLC | 1,709 | $209.5K | 0.02% | +1,709 | New |
| Quantinno Capital Management LP | 1,737 | $213.0K | 0.00% | +1,737 | New |
| Precision Wealth Strategies, LLC | 1,785 | $218.9K | 0.23% | −3,989−69.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,791 | $219.6K | 0.01% | −15−0.8% | Reduced |
| Aquatic Capital Management LLC | 1,800 | $220.7K | 0.01% | −1,600−47.1% | Reduced |
| Axiom Advisory, LLC | 1,850 | $220.8K | 0.00% | +1,850 | New |
| IHT Wealth Management, LLC | 1,812 | $222.1K | 0.01% | −107−5.6% | Reduced |
| Hobbs Group Advisors, LLC | 1,820 | $223.2K | 0.08% | +1,820 | New |
| Fifth Lane Capital, LP | 1,843 | $226.0K | 0.49% | +1,843 | New |
| Boston Financial Mangement LLC | 1,855 | $227.4K | 0.01% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,837 | $230.1K | 0.18% | −1,482−44.7% | Reduced |
| CAPROCK Group, Inc. | 1,887 | $231.3K | 0.01% | +1,887 | New |
| First Citizens Bank & Trust Co | 1,900 | $232.9K | 0.00% | +1,900 | New |
| Cerity Partners LLC | 1,905 | $233.6K | 0.00% | −420−18.1% | Reduced |
| Aureus Asset Management, LLC | 1,907 | $233.8K | 0.02% | 00.0% | Unchanged |
| Leuthold Group, LLC | 1,911 | $234.3K | 0.03% | +1,911 | New |
| Spire Wealth Management | 1,916 | $234.9K | 0.01% | +1,619+545.1% | Added |
| 180 Wealth Advisors, LLC | 2,007 | $242.9K | 0.04% | −2−0.1% | Reduced |
| Cross Staff Investments Inc | 2,000 | $245.2K | 0.20% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 2,008 | $246.2K | 0.03% | +2,008 | New |
| AQR Capital Management LLC | 2,043 | $250.5K | 0.00% | +2,043 | New |
| Fifth Third Bancorp | 2,149 | $263.5K | 0.00% | +5+0.2% | Added |
| Petrus Trust Company, LTA | 2,157 | $264.4K | 0.02% | +2,157 | New |
| Koshinski Asset Management, Inc. | 2,113 | $264.7K | 0.02% | −1,196−36.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,200 | $269.7K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 2,227 | $273.0K | 0.05% | +2,227 | New |
| Clearstead Advisors, LLC | 2,240 | $274.6K | 0.00% | +2,217+9,639.1% | Added |
| Fox Run Management, L.L.C. | 2,272 | $278.5K | 0.05% | +2,272 | New |
| Prudential PLC | 2,310 | $283.2K | 0.00% | −200−8.0% | Reduced |
| Thrive Wealth Management, LLC | 2,333 | $286.0K | 0.06% | +132+6.0% | Added |
| Keybank National Association | 2,342 | $287.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $289.3K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,366 | $290.1K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 2,381 | $291.9K | 0.00% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,393 | $293.4K | 0.02% | +5+0.2% | Added |
| Sherbrooke Park Advisers LLC | 2,405 | $294.9K | 0.05% | +2,405 | New |
| Concurrent Investment Advisors, LLC | 2,450 | $300.4K | 0.01% | −4,842−66.4% | Reduced |
| XTX Topco Ltd | 2,517 | $308.6K | 0.03% | −1,531−37.8% | Reduced |
| Lifestyle Asset Management, Inc. | 2,528 | $309.9K | 0.18% | +305+13.7% | Added |
| Financial Strategies Group, Inc. | 2,475 | $310.0K | 0.08% | +2,475 | New |
| Axxcess Wealth Management, LLC | 2,536 | $310.9K | 0.01% | −216−7.8% | Reduced |
| Crewe Advisors LLC | 2,548 | $312.4K | 0.04% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 2,643 | $324.0K | 0.00% | +2,643 | New |
| Prime Capital Investment Advisors, LLC | 2,649 | $324.8K | 0.00% | +2,649 | New |
| Aigen Investment Management, LP | 2,659 | $326.0K | 0.06% | +2,659 | New |
| Veriti Management LLC | 2,672 | $327.6K | 0.02% | +2,672 | New |
| Synergy Financial Group, LTD | 2,678 | $328.3K | 0.34% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 2,698 | $330.8K | 0.01% | −43−1.6% | Reduced |
| Snowden Capital Advisors LLC | 2,740 | $335.9K | 0.01% | −181−6.2% | Reduced |
| Hilltop Holdings Inc. | 2,744 | $336.4K | 0.04% | +2,744 | New |
| Leonteq Securities AG | 2,776 | $340.1K | 0.05% | +279+11.2% | Added |
| Advisors Asset Management, Inc. | 2,787 | $341.7K | 0.01% | +1,067+62.0% | Added |
| EverSource Wealth Advisors, LLC | 2,867 | $342.0K | 0.02% | −195−6.4% | Reduced |
| Wealth Alliance | 2,849 | $349.3K | 0.05% | −384−11.9% | Reduced |
| Gamco Investors, Inc. Et Al | 2,850 | $349.4K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 2,860 | $350.6K | 0.06% | +2,860 | New |
| MJP Associates Inc | 2,875 | $352.5K | 0.07% | +188+7.0% | Added |
| GeoWealth Management, LLC | 2,887 | $353.9K | 0.02% | +332+13.0% | Added |
| Eqis Capital Management, Inc. | 2,904 | $356.0K | 0.03% | −743−20.4% | Reduced |
| Fulton Bank, N.A. | 2,934 | $359.7K | 0.01% | +853+41.0% | Added |
| Quadrant Capital Group LLC | 2,962 | $363.1K | 0.03% | +584+24.6% | Added |
| Profund Advisors LLC | 2,971 | $364.2K | 0.01% | −795−21.1% | Reduced |
| Private Advisor Group, LLC | 3,040 | $372.7K | 0.00% | +202+7.1% | Added |
| CIBC Asset Management Inc | 3,051 | $374.1K | 0.00% | +146+5.0% | Added |
| Boyar Asset Management Inc. | 3,158 | $387.2K | 0.27% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,167 | $391.6K | 0.09% | +3,167 | New |
| Alps Advisors Inc | 3,210 | $393.5K | 0.00% | −18−0.6% | Reduced |
| First Hawaiian Bank | 3,250 | $398.4K | 0.01% | −164−4.8% | Reduced |
| Revisor Wealth Management LLC | 3,312 | $406.1K | 0.28% | −2,508−43.1% | Reduced |
| Venturi Wealth Management, LLC | 3,327 | $407.9K | 0.02% | +3,065+1,169.8% | Added |
| Steel Peak Wealth Management LLC | 3,341 | $409.6K | 0.02% | +3,341 | New |
| Heritage Wealth Management, LLC | 3,367 | $412.8K | 0.23% | −429−11.3% | Reduced |