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 |
|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 35,536 | $4.36M | 0.09% | +670+1.9% | Added |
| SkyView Investment Advisors, LLC | 36,511 | $4.48M | 0.80% | +2,097+6.1% | Added |
| Empowered Funds, LLC | 37,458 | $4.59M | 0.08% | +37,458 | New |
| State of New Jersey Common Pension Fund D | 38,140 | $4.68M | 0.02% | −18,259−32.4% | Reduced |
| Public Employees Retirement System of Ohio | 39,871 | $4.89M | 0.02% | −67−0.2% | Reduced |
| Marvin & Palmer Associates Inc | 41,650 | $5.11M | 5.23% | +41,650 | New |
| PenderFund Capital Management Ltd. | 30,638 | $5.14M | 1.41% | −4,500−12.8% | Reduced |
| HighTower Advisors, LLC | 42,379 | $5.17M | 0.01% | +30,875+268.4% | Added |
| Cetera Investment Advisers | 42,307 | $5.19M | 0.01% | +259+0.6% | Added |
| Handelsbanken Fonder AB | 43,360 | $5.32M | 0.02% | +15,866+57.7% | Added |
| CWM Advisors, LLC | 43,399 | $5.32M | 0.61% | −5,880−11.9% | Reduced |
| Jane Street Group, LLC | 44,313 | $5.43M | 0.01% | +1,686+4.0% | Added |
| Yousif Capital Management, LLC | 44,811 | $5.49M | 0.06% | −3,881−8.0% | Reduced |
| AWH Capital, L.P. | 45,000 | $5.52M | 5.69% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 45,408 | $5.57M | 0.02% | +20,000+78.7% | Added |
| Martingale Asset Management L P | 46,062 | $5.65M | 0.12% | +4,465+10.7% | Added |
| Harbor Advisors LLC | 46,708 | $5.73M | 1.05% | +1,500+3.3% | Added |
| Scotia Capital Inc. | 46,759 | $5.73M | 0.03% | −5,013−9.7% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 48,333 | $5.93M | 1.54% | +48,333 | New |
| Comerica Bank | 49,723 | $6.10M | 0.03% | −3,713−6.9% | Reduced |
| Wellington Management Group LLP | 50,725 | $6.22M | 0.00% | +10,297+25.5% | Added |
| Ellsworth Advisors, LLC | 51,147 | $6.27M | 1.75% | +50+0.1% | Added |
| Cozad Asset Management Inc | 51,415 | $6.30M | 0.63% | +19,037+58.8% | Added |
| SEI Investments Co | 52,476 | $6.43M | 0.01% | −27,269−34.2% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 52,498 | $6.44M | 0.74% | +2,483+5.0% | Added |
| Price T Rowe Associates Inc | 55,599 | $6.82M | 0.00% | +2,319+4.4% | Added |
| MetLife Investment Management | 56,344 | $6.91M | 0.04% | −2,382−4.1% | Reduced |
| Crawford Fund Management, LLC | 56,400 | $6.91M | 5.48% | −9,800−14.8% | Reduced |
| Two Sigma Investments, LP | 59,052 | $7.24M | 0.02% | +59,052 | New |
| Mutual of America Capital Management LLC | 61,326 | $7.52M | 0.08% | −2,438−3.8% | Reduced |
| Treasurer of the State of North Carolina | 61,988 | $7.60M | 0.03% | +11,550+22.9% | Added |
| Stony Point Capital LLC | 65,023 | $7.97M | 2.05% | +41,726+179.1% | Added |
| Graham Capital Management, L.P. | 65,358 | $8.01M | 0.28% | +65,358 | New |
| Truist Financial Corp | 65,570 | $8.04M | 0.01% | −4,714−6.7% | Reduced |
| First Trust Advisors LP | 66,218 | $8.12M | 0.01% | +40,918+161.7% | Added |
| Amalgamated Bank | 66,558 | $8.16M | 0.07% | −5,153−7.2% | Reduced |
| New York State Teachers Retirement System | 69,893 | $8.57M | 0.02% | +1,245+1.8% | Added |
| Nomura Holdings Inc | 71,088 | $8.72M | 0.06% | −66,493−48.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 71,343 | $8.75M | 0.01% | +341+0.5% | Added |
| Janus Henderson Group PLC | 74,316 | $9.11M | 0.00% | −34,661−31.8% | Reduced |
| Man Group plc | 75,727 | $9.28M | 0.02% | +35,666+89.0% | Added |
| Janney Montgomery Scott LLC | 76,460 | $9.37M | 0.03% | +4,714+6.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 77,084 | $9.45M | 0.01% | +7,733+11.2% | Added |
| New York State Common Retirement Fund | 77,202 | $9.46M | 0.01% | +2,006+2.7% | Added |
| Winmill & Co. Inc | 81,800 | $10.0M | 3.42% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 82,893 | $10.2M | 0.01% | +70,736+581.9% | Added |
| Sparta 24 Ltd. | 83,680 | $10.3M | 9.13% | +83,680 | New |
| Trexquant Investment LP | 86,155 | $10.6M | 0.16% | +58,215+208.4% | Added |
| O'Brien Greene & Co. Inc | 86,481 | $10.6M | 3.36% | −600−0.7% | Reduced |
| Great West Life Assurance Co | 89,632 | $11.0M | 0.02% | +29,264+48.5% | Added |
| Manufacturers Life Insurance Company, The | 92,780 | $11.4M | 0.01% | −314−0.3% | Reduced |
| American Century Companies Inc | 95,230 | $11.7M | 0.01% | +983+1.0% | Added |
| California State Teachers Retirement System | 99,597 | $12.2M | 0.01% | −2,462−2.4% | Reduced |
| Rovida Advisors Inc. | 100,000 | $12.3M | 4.37% | +40,000+66.7% | Added |
| State Board of Administration of Florida Retirement System | 100,030 | $12.3M | 0.02% | +3,635+3.8% | Added |
| KBC Group NV | 105,947 | $13.0M | 0.04% | +2,858+2.8% | Added |
| Allianz Asset Management GmbH | 107,498 | $13.2M | 0.02% | +21,960+25.7% | Added |
| Verition Fund Management LLC | 110,122 | $13.5M | 0.10% | +33,046+42.9% | Added |
| Mawer Investment Management Ltd. | 113,405 | $13.9M | 0.07% | +62,388+122.3% | Added |
| Noked Israel Ltd | 115,000 | $14.1M | 3.89% | +55,000+91.7% | Added |
| Hengistbury Investment Partners LLP | 119,000 | $14.6M | 6.12% | +119,000 | New |
| Squarepoint Ops LLC | 125,833 | $15.4M | 0.06% | +67,537+115.9% | Added |
| LPL Financial LLC | 127,203 | $15.6M | 0.01% | +9,070+7.7% | Added |
| Russell Investments Group, Ltd. | 128,132 | $15.7M | 0.03% | −11,859−8.5% | Reduced |
| Gabelli Funds LLC | 130,749 | $16.0M | 0.12% | −1,400−1.1% | Reduced |
| Owls Nest Partners IA, LLC | 133,794 | $16.4M | 4.69% | +17,463+15.0% | Added |
| Corebridge Financial, Inc. | 135,455 | $16.6M | 0.09% | +135,455 | New |
| Susquehanna Fundamental Investments, LLC | 136,712 | $16.8M | 0.39% | +8,075+6.3% | Added |
| D. E. Shaw & Co., Inc. | 137,405 | $16.8M | 0.02% | +66,450+93.7% | Added |
| Brooktree Capital Management | 139,009 | $17.0M | 14.57% | −12,866−8.5% | Reduced |
| Governors Lane LP | 139,431 | $17.1M | 2.66% | −800−0.6% | Reduced |
| Dana Investment Advisors, Inc. | 142,885 | $17.5M | 0.59% | −14,683−9.3% | Reduced |
| Alliancebernstein L.P. | 143,131 | $17.5M | 0.01% | −5,105−3.4% | Reduced |
| Cooper Investors Pty Ltd | 148,076 | $18.2M | 2.76% | −449,405−75.2% | Reduced |
| Lansing Management LP | 148,898 | $18.3M | 18.08% | +71,315+91.9% | Added |
| Scout Investments, Inc. | 151,146 | $18.5M | 0.50% | −12,490−7.6% | Reduced |
| Ameriprise Financial Inc | 159,304 | $19.5M | 0.01% | +10,118+6.8% | Added |
| Stifel Financial Corp | 159,531 | $19.6M | 0.02% | −16,953−9.6% | Reduced |
| Renaissance Technologies LLC | 161,600 | $19.8M | 0.03% | −236,900−59.4% | Reduced |
| Firetrail Investments Pty Ltd | 166,573 | $20.4M | 6.19% | +90,015+117.6% | Added |
| State of Wisconsin Investment Board | 167,757 | $20.6M | 0.05% | −5,478−3.2% | Reduced |
| Victory Capital Management Inc | 173,532 | $21.3M | 0.02% | +37,288+27.4% | Added |
| Swiss National Bank | 200,200 | $24.5M | 0.02% | −400−0.2% | Reduced |
| California Public Employees Retirement System | 204,549 | $25.1M | 0.02% | +1,704+0.8% | Added |
| HSBC Holdings PLC | 209,970 | $25.7M | 0.02% | +187+0.1% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 209,747 | $25.7M | 1.61% | 00.0% | Unchanged |
| Citadel Advisors LLC | 214,326 | $26.3M | 0.03% | +98,908+85.7% | Added |
| Goldman Sachs Group Inc | 215,290 | $26.4M | 0.01% | −2,891−1.3% | Reduced |
| UBS Group AG | 216,503 | $26.5M | 0.01% | +148,851+220.0% | Added |
| Cercano Management LLC | 219,925 | $27.0M | 0.72% | +1,338+0.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 242,551 | $29.7M | 0.67% | +5,097+2.1% | Added |
| Antipodes Partners Ltd | 245,387 | $30.1M | 1.09% | −52,935−17.7% | Reduced |
| Polar Capital Holdings Plc | 253,203 | $31.0M | 0.18% | −101,277−28.6% | Reduced |
| Hosking Partners LLP | 261,717 | $32.1M | 1.19% | +74,391+39.7% | Added |
| Federated Hermes, Inc. | 262,162 | $32.1M | 0.08% | +1,877+0.7% | Added |
| Nuveen Asset Management, LLC | 262,829 | $32.2M | 0.01% | −2,331−0.9% | Reduced |
| Retirement Systems of Alabama | 263,327 | $32.3M | 0.12% | −2,184−0.8% | Reduced |
| UBS Asset Management Americas Inc | 286,950 | $35.2M | 0.01% | +121,948+73.9% | Added |
| Dimensional Fund Advisors LP | 301,688 | $37.0M | 0.01% | +27,621+10.1% | Added |
| Oakcliff Capital Partners, LP | 302,647 | $37.1M | 19.84% | 00.0% | Unchanged |