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 |
|---|---|---|---|---|---|
| Heritage Family Offices, LLP | 3,367 | $412.8K | 0.23% | +3,367 | New |
| Cambridge Investment Research Advisors, Inc. | 3,373 | $414.0K | 0.00% | +1,047+45.0% | Added |
| Studio Investment Management LLC | 3,402 | $417.1K | 0.09% | +8+0.2% | Added |
| Fifth Third Wealth Advisors LLC | 3,555 | $435.8K | 0.03% | +3,555 | New |
| Griffin Asset Management, Inc. | 3,560 | $436.5K | 0.05% | +3,560 | New |
| Brevan Howard Capital Management LP | 3,639 | $446.1K | 0.03% | +3,639 | New |
| Measured Wealth Private Client Group, LLC | 3,718 | $455.8K | 0.16% | +3,718 | New |
| Richard W. Paul & Associates, LLC | 3,836 | $470.3K | 0.18% | −42−1.1% | Reduced |
| Hohimer Wealth Management, LLC | 3,850 | $472.0K | 0.11% | +3,850 | New |
| Wolverine Trading, LLC | 3,942 | $483.3K | 0.01% | −3,088−43.9% | Reduced |
| Old National Bancorp | 3,969 | $486.6K | 0.01% | +3,969 | New |
| Inceptionr LLC | 4,040 | $495.3K | 0.14% | +4,040 | New |
| Wedbush Securities Inc | 4,076 | $500.0K | 0.02% | +260+6.8% | Added |
| Verdad Advisers, LP | 4,151 | $508.9K | 0.59% | +4,151 | New |
| National Asset Management, Inc. | 4,176 | $511.9K | 0.01% | −1,436−25.6% | Reduced |
| Navellier & Associates Inc | 4,198 | $514.7K | 0.06% | −110−2.6% | Reduced |
| HighPoint Advisor Group LLC | 4,392 | $522.0K | 0.03% | +120+2.8% | Added |
| Amundi | 4,197 | $526.9K | 0.00% | −7,124−62.9% | Reduced |
| Raleigh Capital Management Inc. | 4,336 | $531.6K | 0.23% | +369+9.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,347 | $533.0K | 0.02% | +4,347 | New |
| Cresset Asset Management, LLC | 4,379 | $536.8K | 0.00% | +1,482+51.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,405 | $540.1K | 0.03% | −4,358−49.7% | Reduced |
| Shelton Capital Management | 4,561 | $559.2K | 0.02% | −255−5.3% | Reduced |
| Impact Partnership Wealth, LLC | 4,635 | $568.3K | 0.15% | +4,635 | New |
| Hyperion Capital Advisors LP | 4,713 | $577.8K | 0.27% | 00.0% | Unchanged |
| Central Trust Co | 4,797 | $588.1K | 0.01% | +165+3.6% | Added |
| Panagora Asset Management Inc | 4,800 | $588.5K | 0.00% | +2,600+118.2% | Added |
| Two Sigma Securities, LLC | 4,800 | $588.5K | 0.03% | +4,800 | New |
| NBC Securities, Inc. | 4,812 | $589.0K | 0.05% | +828+20.8% | Added |
| QRG Capital Management, Inc. | 4,859 | $595.7K | 0.01% | +131+2.8% | Added |
| Kestra Advisory Services, LLC | 4,868 | $596.8K | 0.00% | +1,566+47.4% | Added |
| Brown Advisory Inc | 4,896 | $600.3K | 0.00% | +20.0% | Added |
| Capstone Investment Advisors, LLC | 4,911 | $602.1K | 0.01% | +4,911 | New |
| MBM Wealth Consultants, LLC | 4,838 | $606.0K | 0.21% | −398−7.6% | Reduced |
| ProShare Advisors LLC | 5,051 | $619.3K | 0.00% | −171−3.3% | Reduced |
| Atomi Financial Group, Inc. | 5,177 | $634.7K | 0.05% | +1,580+43.9% | Added |
| Avantax Advisory Services, Inc. | 5,296 | $649.3K | 0.00% | +3,181+150.4% | Added |
| Advisor Group Holdings, Inc. | 5,300 | $649.9K | 0.00% | −1,261−19.2% | Reduced |
| Everpar Advisors LLC | 5,327 | $653.1K | 0.33% | +636+13.6% | Added |
| TownSquare Capital, LLC | 5,389 | $660.8K | 0.01% | −29,280−84.5% | Reduced |
| Davenport & Co LLC | 5,419 | $664.4K | 0.00% | +353+7.0% | Added |
| Mariner, LLC | 5,482 | $672.1K | 0.00% | +633+13.1% | Added |
| Utah Retirement Systems | 5,500 | $674.3K | 0.01% | −200−3.5% | Reduced |
| SpiderRock Advisors, LLC | 5,534 | $678.5K | 0.02% | +2,598+88.5% | Added |
| Ethic Inc. | 5,564 | $683.1K | 0.02% | +1,633+41.5% | Added |
| CI Private Wealth, LLC | 5,638 | $691.2K | 0.00% | +187+3.4% | Added |
| Formidable Asset Management, LLC | 5,671 | $695.3K | 0.11% | −1,233−17.9% | Reduced |
| Group One Trading, L.P. | 5,773 | $707.8K | 0.02% | −11,388−66.4% | Reduced |
| Eschler Asset Management LLP | 5,800 | $711.1K | 0.56% | −311−5.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,959 | $730.6K | 0.00% | +5,959 | New |
| DekaBank Deutsche Girozentrale | 6,043 | $731.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,043 | $740.9K | 0.05% | +18+0.3% | Added |
| Hyman Charles D | 6,100 | $748.0K | 0.04% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,126 | $751.0K | 0.11% | +566+10.2% | Added |
| O'Shaughnessy Asset Management, LLC | 6,127 | $751.2K | 0.01% | +2,942+92.4% | Added |
| Global Endowment Management, LP | 6,180 | $757.7K | 0.08% | +481+8.4% | Added |
| Captrust Financial Advisors | 6,199 | $760.0K | 0.00% | −70−1.1% | Reduced |
| Wintrust Investments LLC | 6,225 | $763.0K | 0.06% | −660−9.6% | Reduced |
| Virtue Capital Management, LLC | 6,286 | $766.5K | 0.13% | +6,286 | New |
| Friedenthal Financial | 6,253 | $766.6K | 0.48% | −673−9.7% | Reduced |
| Mercer Global Advisors Inc | 6,327 | $775.7K | 0.00% | +323+5.4% | Added |
| Tower Research Capital LLC (TRC) | 6,353 | $778.9K | 0.01% | +373+6.2% | Added |
| Cumberland Partners Ltd | 6,500 | $796.9K | 0.06% | +6,500 | New |
| Neo Ivy Capital Management | 6,532 | $801.0K | 0.16% | +6,532 | New |
| Hanseatic Management Services Inc | 6,828 | $837.1K | 1.26% | +6,828 | New |
| Crossmark Global Holdings, Inc. | 6,904 | $847.0K | 0.02% | −883−11.3% | Reduced |
| Mystic Asset Management, Inc. | 7,050 | $864.3K | 0.35% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 7,053 | $864.7K | 0.19% | −343−4.6% | Reduced |
| Strategic Investment Advisors | 7,203 | $883.1K | 0.11% | −270−3.6% | Reduced |
| Oliver Luxxe Assets LLC | 7,232 | $886.6K | 0.19% | +185+2.6% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $892.3K | 0.01% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 7,311 | $896.3K | 0.44% | −978−11.8% | Reduced |
| Baird Financial Group, Inc. | 7,393 | $906.4K | 0.00% | +40+0.5% | Added |
| Simplex Trading, LLC | 7,417 | $909.0K | 0.03% | −10,190−57.9% | Reduced |
| Engineers Gate Manager LP | 7,543 | $924.8K | 0.02% | +7,543 | New |
| Mitchell & Pahl Private Wealth, LLC | 7,548 | $925.4K | 0.49% | −163−2.1% | Reduced |
| Creative Planning | 7,768 | $952.4K | 0.00% | +845+12.2% | Added |
| Jefferies Financial Group Inc. | 7,848 | $962.2K | 0.02% | +5,000+175.6% | Added |
| National Bank of Canada | 7,612 | $962.7K | 0.00% | +889+13.2% | Added |
| Maryland State Retirement & Pension System | 7,886 | $966.8K | 0.02% | 00.0% | Unchanged |
| AE Wealth Management LLC | 8,083 | $990.9K | 0.01% | +447+5.9% | Added |
| Guggenheim Capital LLC | 8,286 | $1.02M | 0.01% | −3,504−29.7% | Reduced |
| FourThought Financial Partners, LLC | 8,356 | $1.02M | 0.13% | −284−3.3% | Reduced |
| BIT Capital GmbH | 8,392 | $1.03M | 0.09% | +8,392 | New |
| MML Investors Services, LLC | 8,451 | $1.04M | 0.00% | +1,225+17.0% | Added |
| Qsemble Capital Management, LP | 8,459 | $1.04M | 0.20% | −2,036−19.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,469 | $1.04M | 0.00% | +8,469 | New |
| Securian Asset Management, Inc | 8,542 | $1.05M | 0.03% | −218−2.5% | Reduced |
| Pullen Investment Management, LLC | 8,554 | $1.05M | 0.87% | −367−4.1% | Reduced |
| Edgestream Partners, L.P. | 8,651 | $1.06M | 0.05% | −8,148−48.5% | Reduced |
| Assenagon Asset Management S.A. | 8,947 | $1.10M | 0.00% | −2,395−21.1% | Reduced |
| Gsa Capital Partners LLP | 9,097 | $1.11M | 0.08% | +1,968+27.6% | Added |
| The PNC Financial Services Group, Inc. | 9,154 | $1.12M | 0.00% | −160−1.7% | Reduced |
| Vontobel Holding Ltd. | 9,988 | $1.22M | 0.00% | −4,235−29.8% | Reduced |
| Landscape Capital Management, L.L.C. | 10,095 | $1.24M | 0.10% | +5,095+101.9% | Added |
| Quinn Opportunity Partners LLC | 10,100 | $1.24M | 0.14% | +10,100 | New |
| Wealthfront Advisers LLC | 10,106 | $1.24M | 0.00% | +423+4.4% | Added |
| Gator Capital Management, LLC | 10,200 | $1.25M | 0.63% | 00.0% | Unchanged |
| Advisor OS, LLC | 10,609 | $1.30M | 0.14% | −14−0.1% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $1.32M | 0.01% | 00.0% | Unchanged |