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 |
|---|---|---|---|---|---|
| Aviso Financial Inc. | 10,870 | $1.33M | 0.07% | +10,870 | New |
| Chase Investment Counsel Corp | 11,000 | $1.35M | 0.48% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 11,019 | $1.35M | 0.18% | −963−8.0% | Reduced |
| VCI Wealth Management LLC | 11,122 | $1.36M | 0.67% | +3,209+40.6% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,343 | $1.39M | 0.00% | +188+1.7% | Added |
| Gould Capital, LLC | 11,390 | $1.40M | 0.98% | −88−0.8% | Reduced |
| D.A. Davidson & Co. | 11,432 | $1.40M | 0.01% | −780−6.4% | Reduced |
| M&T Bank Corp | 11,478 | $1.41M | 0.00% | −6,913−37.6% | Reduced |
| Mission Wealth Management, LP | 11,502 | $1.41M | 0.04% | +11,502 | New |
| Pathstone Holdings, LLC | 11,537 | $1.41M | 0.01% | +2,446+26.9% | Added |
| State of Alaska, Department of Revenue | 11,611 | $1.42M | 0.02% | 00.0% | Unchanged |
| Xponance, Inc. | 11,658 | $1.43M | 0.01% | −1,495−11.4% | Reduced |
| JustInvest LLC | 11,704 | $1.43M | 0.03% | +326+2.9% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,485 | $1.52M | 0.00% | +20.0% | Added |
| SG Americas Securities, LLC | 12,464 | $1.53M | 0.01% | +7,884+172.1% | Added |
| Aspire Private Capital, LLC | 12,872 | $1.58M | 0.41% | +842+7.0% | Added |
| Itau Unibanco Holding S.A. | 13,174 | $1.62M | 0.07% | +13,174 | New |
| Credit Agricole S A | 13,209 | $1.62M | 0.01% | +544+4.3% | Added |
| Brown Brothers Harriman & Co | 13,243 | $1.62M | 0.01% | 00.0% | Unchanged |
| Algert Global LLC | 13,452 | $1.65M | 0.05% | −1,636−10.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 13,611 | $1.67M | 0.38% | +221+1.7% | Added |
| Scientech Research LLC | 14,242 | $1.75M | 0.36% | +12,033+544.7% | Added |
| Commonwealth Equity Services, LLC | 14,255 | $1.75M | 0.00% | +486+3.5% | Added |
| Penserra Capital Management LLC | 14,376 | $1.76M | 0.02% | +6,343+79.0% | Added |
| Teacher Retirement System of Texas | 14,384 | $1.76M | 0.01% | −3,526−19.7% | Reduced |
| STRS Ohio | 14,452 | $1.77M | 0.01% | −122−0.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,473 | $1.77M | 0.00% | +511+3.7% | Added |
| Lecap Asset Management Ltd | 14,613 | $1.79M | 0.39% | +14,613 | New |
| Vestcor Inc | 15,118 | $1.85M | 0.06% | −920−5.7% | Reduced |
| S&CO Inc | 15,375 | $1.88M | 0.13% | +1,375+9.8% | Added |
| Virtu Financial LLC | 15,621 | $1.92M | 0.13% | +15,621 | New |
| FJ Capital Management LLC | 15,809 | $1.94M | 0.20% | +15,809 | New |
| Walleye Capital LLC | 15,949 | $1.96M | 0.02% | +8,225+106.5% | Added |
| Fiduciary Family Office, LLC | 16,044 | $1.97M | 0.78% | +452+2.9% | Added |
| Pacer Advisors, Inc. | 16,046 | $1.97M | 0.00% | −127−0.8% | Reduced |
| IMC-Chicago, LLC | 16,058 | $1.97M | 0.06% | +1,133+7.6% | Added |
| Exchange Traded Concepts, LLC | 16,367 | $2.01M | 0.05% | −961−5.5% | Reduced |
| Uncommon Cents Investing LLC | 16,860 | $2.07M | 0.65% | 00.0% | Unchanged |
| FORA Capital, LLC | 16,951 | $2.08M | 0.25% | +13,334+368.6% | Added |
| AIA Group Ltd | 17,100 | $2.10M | 0.06% | +1,100+6.9% | Added |
| Walleye Trading LLC | 17,100 | $2.10M | 0.04% | +11,600+210.9% | Added |
| Intech Investment Management LLC | 17,233 | $2.11M | 0.03% | +17,233 | New |
| Schonfeld Strategic Advisors LLC | 17,475 | $2.14M | 0.02% | +15,175+659.8% | Added |
| Jump Financial, LLC | 17,653 | $2.16M | 0.04% | −1,031−5.5% | Reduced |
| Quantbot Technologies LP | 17,960 | $2.20M | 0.11% | +337+1.9% | Added |
| Insight Wealth Strategies, LLC | 18,561 | $2.28M | 0.32% | −60.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 19,038 | $2.33M | 0.33% | +19,038 | New |
| US Bancorp | 19,121 | $2.34M | 0.00% | −5,199−21.4% | Reduced |
| Sanctuary Advisors, LLC | 20,354 | $2.36M | 0.02% | +20,354 | New |
| Entropy Technologies, LP | 19,307 | $2.37M | 0.26% | −3,413−15.0% | Reduced |
| ExodusPoint Capital Management, LP | 19,509 | $2.39M | 0.03% | +19,509 | New |
| TD Private Client Wealth LLC | 19,728 | $2.42M | 0.08% | −995−4.8% | Reduced |
| Baader Bank INC | 19,768 | $2.42M | 0.19% | +19,768 | New |
| Bridgewater Associates, LP | 20,596 | $2.53M | 0.01% | +20,596 | New |
| Nordea Investment Management AB | 20,679 | $2.53M | 0.00% | −1,519−6.8% | Reduced |
| Natixis Advisors, L.P. | 20,708 | $2.54M | 0.01% | +2,180+11.8% | Added |
| Prudential Financial Inc | 20,880 | $2.56M | 0.00% | +2,036+10.8% | Added |
| New Mexico Educational Retirement Board | 21,060 | $2.58M | 0.09% | 00.0% | Unchanged |
| Van Eck Associates Corp | 21,984 | $2.69M | 0.00% | −21,727−49.7% | Reduced |
| Oregon Public Employees Retirement Fund | 22,250 | $2.73M | 0.05% | −4,200−15.9% | Reduced |
| CenterBook Partners LP | 22,603 | $2.77M | 0.17% | −2,346−9.4% | Reduced |
| Ameritas Investment Partners, Inc. | 22,782 | $2.79M | 0.10% | −847−3.6% | Reduced |
| Prescott Group Capital Management, L.L.C. | 22,919 | $2.81M | 0.44% | 00.0% | Unchanged |
| Centiva Capital, LP | 23,003 | $2.82M | 0.14% | +18,369+396.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,013 | $2.82M | 0.01% | +4,889+27.0% | Added |
| Federation des caisses Desjardins du Quebec | 23,348 | $2.86M | 0.02% | −6,096−20.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 23,527 | $2.88M | 0.03% | −139−0.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,740 | $2.91M | 0.02% | +68+0.3% | Added |
| Northwestern Mutual Investment Management Company, LLC | 23,906 | $2.93M | 0.08% | +37+0.2% | Added |
| Two Sigma Advisers, LP | 24,200 | $2.97M | 0.01% | +24,200 | New |
| Bank of Nova Scotia | 24,468 | $3.00M | 0.01% | −12,660−34.1% | Reduced |
| Twin Tree Management, LP | 24,885 | $3.05M | 0.09% | +24,885 | New |
| Epacria Capital Partners, LLC | 24,906 | $3.05M | 2.24% | −500−2.0% | Reduced |
| Deutsche Bank AG | 25,309 | $3.10M | 0.00% | +5,552+28.1% | Added |
| BNP Paribas Arbitrage, SA | 25,321 | $3.10M | 0.00% | −32,556−56.3% | Reduced |
| TCW Group Inc | 25,443 | $3.12M | 0.03% | +12,024+89.6% | Added |
| State of Michigan Retirement System | 25,779 | $3.16M | 0.02% | −500−1.9% | Reduced |
| Thrivent Financial for Lutherans | 25,880 | $3.17M | 0.01% | −938−3.5% | Reduced |
| Ibex Wealth Advisors | 26,646 | $3.27M | 0.51% | +26,646 | New |
| Stephens Inc | 27,000 | $3.31M | 0.05% | +19,562+263.0% | Added |
| EULAV Asset Management | 27,000 | $3.31M | 0.09% | −1,000−3.6% | Reduced |
| Heartland Advisors Inc | 27,029 | $3.31M | 0.19% | −3,781−12.3% | Reduced |
| Pinebridge Investments, L.P. | 28,038 | $3.44M | 0.03% | +5,476+24.3% | Added |
| Susquehanna International Group, LLP | 28,269 | $3.47M | 0.01% | −14,855−34.4% | Reduced |
| Toroso Investments, LLC | 28,451 | $3.49M | 0.05% | +226+0.8% | Added |
| Arizona State Retirement System | 28,484 | $3.49M | 0.02% | +544+1.9% | Added |
| USS Investment Management Ltd | 29,042 | $3.56M | 0.03% | +1,042+3.7% | Added |
| TD Waterhouse Canada Inc. | 28,362 | $3.61M | 0.03% | +22,609+393.0% | Added |
| Factory Mutual Insurance Co | 30,000 | $3.68M | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 30,285 | $3.71M | 0.05% | +9,853+48.2% | Added |
| Louisiana State Employees Retirement System | 30,300 | $3.71M | 0.07% | −500−1.6% | Reduced |
| Atria Investments LLC | 31,291 | $3.84M | 0.05% | −1,282−3.9% | Reduced |
| Barclays PLC | 31,366 | $3.85M | 0.00% | −71,777−69.6% | Reduced |
| Gotham Asset Management, LLC | 31,499 | $3.86M | 0.05% | −1,017−3.1% | Reduced |
| Warther Private Wealth, LLC | 32,000 | $3.92M | 1.54% | +3,670+13.0% | Added |
| Teachers Retirement System of the State of Kentucky | 33,470 | $4.10M | 0.04% | 00.0% | Unchanged |
| Bank of Montreal | 35,106 | $4.31M | 0.00% | −13,504−27.8% | Reduced |
| Pinnbrook Capital Management LP | 35,309 | $4.33M | 1.31% | +35,309 | New |
| Acadian Asset Management LLC | 35,364 | $4.33M | 0.01% | +35,364 | New |
| Vestmark Advisory Solutions, Inc. | 35,335 | $4.33M | 0.18% | +1,209+3.5% | Added |