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 |
|---|---|---|---|---|---|
| Trexquant Investment LP | 86,155 | $10.6M | 0.16% | +58,215+208.4% | Added |
| Sparta 24 Ltd. | 83,680 | $10.3M | 9.13% | +83,680 | New |
| Canada Pension Plan Investment Board | 82,893 | $10.2M | 0.01% | +70,736+581.9% | Added |
| Winmill & Co. Inc | 81,800 | $10.0M | 3.42% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 77,202 | $9.46M | 0.01% | +2,006+2.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 77,084 | $9.45M | 0.01% | +7,733+11.2% | Added |
| Janney Montgomery Scott LLC | 76,460 | $9.37M | 0.03% | +4,714+6.6% | Added |
| Man Group plc | 75,727 | $9.28M | 0.02% | +35,666+89.0% | Added |
| Janus Henderson Group PLC | 74,316 | $9.11M | 0.00% | −34,661−31.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 71,343 | $8.75M | 0.01% | +341+0.5% | Added |
| Nomura Holdings Inc | 71,088 | $8.72M | 0.06% | −66,493−48.3% | Reduced |
| New York State Teachers Retirement System | 69,893 | $8.57M | 0.02% | +1,245+1.8% | Added |
| Amalgamated Bank | 66,558 | $8.16M | 0.07% | −5,153−7.2% | Reduced |
| First Trust Advisors LP | 66,218 | $8.12M | 0.01% | +40,918+161.7% | Added |
| Truist Financial Corp | 65,570 | $8.04M | 0.01% | −4,714−6.7% | Reduced |
| Graham Capital Management, L.P. | 65,358 | $8.01M | 0.28% | +65,358 | New |
| Stony Point Capital LLC | 65,023 | $7.97M | 2.05% | +41,726+179.1% | Added |
| Treasurer of the State of North Carolina | 61,988 | $7.60M | 0.03% | +11,550+22.9% | Added |
| Mutual of America Capital Management LLC | 61,326 | $7.52M | 0.08% | −2,438−3.8% | Reduced |
| Two Sigma Investments, LP | 59,052 | $7.24M | 0.02% | +59,052 | New |
| Crawford Fund Management, LLC | 56,400 | $6.91M | 5.48% | −9,800−14.8% | Reduced |
| MetLife Investment Management | 56,344 | $6.91M | 0.04% | −2,382−4.1% | Reduced |
| Price T Rowe Associates Inc | 55,599 | $6.82M | 0.00% | +2,319+4.4% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 52,498 | $6.44M | 0.74% | +2,483+5.0% | Added |
| SEI Investments Co | 52,476 | $6.43M | 0.01% | −27,269−34.2% | Reduced |
| Cozad Asset Management Inc | 51,415 | $6.30M | 0.63% | +19,037+58.8% | Added |
| Ellsworth Advisors, LLC | 51,147 | $6.27M | 1.75% | +50+0.1% | Added |
| Wellington Management Group LLP | 50,725 | $6.22M | 0.00% | +10,297+25.5% | Added |
| Comerica Bank | 49,723 | $6.10M | 0.03% | −3,713−6.9% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 48,333 | $5.93M | 1.54% | +48,333 | New |
| Scotia Capital Inc. | 46,759 | $5.73M | 0.03% | −5,013−9.7% | Reduced |
| Harbor Advisors LLC | 46,708 | $5.73M | 1.05% | +1,500+3.3% | Added |
| Martingale Asset Management L P | 46,062 | $5.65M | 0.12% | +4,465+10.7% | Added |
| State of Tennessee, Treasury Department | 45,408 | $5.57M | 0.02% | +20,000+78.7% | Added |
| AWH Capital, L.P. | 45,000 | $5.52M | 5.69% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 44,811 | $5.49M | 0.06% | −3,881−8.0% | Reduced |
| Jane Street Group, LLC | 44,313 | $5.43M | 0.01% | +1,686+4.0% | Added |
| CWM Advisors, LLC | 43,399 | $5.32M | 0.61% | −5,880−11.9% | Reduced |
| Handelsbanken Fonder AB | 43,360 | $5.32M | 0.02% | +15,866+57.7% | Added |
| Cetera Investment Advisers | 42,307 | $5.19M | 0.01% | +259+0.6% | Added |
| HighTower Advisors, LLC | 42,379 | $5.17M | 0.01% | +30,875+268.4% | Added |
| PenderFund Capital Management Ltd. | 30,638 | $5.14M | 1.41% | −4,500−12.8% | Reduced |
| Marvin & Palmer Associates Inc | 41,650 | $5.11M | 5.23% | +41,650 | New |
| Public Employees Retirement System of Ohio | 39,871 | $4.89M | 0.02% | −67−0.2% | Reduced |
| State of New Jersey Common Pension Fund D | 38,140 | $4.68M | 0.02% | −18,259−32.4% | Reduced |
| Empowered Funds, LLC | 37,458 | $4.59M | 0.08% | +37,458 | New |
| SkyView Investment Advisors, LLC | 36,511 | $4.48M | 0.80% | +2,097+6.1% | Added |
| NewEdge Wealth, LLC | 35,536 | $4.36M | 0.09% | +670+1.9% | Added |
| Vestmark Advisory Solutions, Inc. | 35,335 | $4.33M | 0.18% | +1,209+3.5% | Added |
| Acadian Asset Management LLC | 35,364 | $4.33M | 0.01% | +35,364 | New |
| Pinnbrook Capital Management LP | 35,309 | $4.33M | 1.31% | +35,309 | New |
| Bank of Montreal | 35,106 | $4.31M | 0.00% | −13,504−27.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 33,470 | $4.10M | 0.04% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 32,000 | $3.92M | 1.54% | +3,670+13.0% | Added |
| Gotham Asset Management, LLC | 31,499 | $3.86M | 0.05% | −1,017−3.1% | Reduced |
| Barclays PLC | 31,366 | $3.85M | 0.00% | −71,777−69.6% | Reduced |
| Atria Investments LLC | 31,291 | $3.84M | 0.05% | −1,282−3.9% | Reduced |
| Louisiana State Employees Retirement System | 30,300 | $3.71M | 0.07% | −500−1.6% | Reduced |
| Resources Investment Advisors, LLC. | 30,285 | $3.71M | 0.05% | +9,853+48.2% | Added |
| Factory Mutual Insurance Co | 30,000 | $3.68M | 0.04% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 28,362 | $3.61M | 0.03% | +22,609+393.0% | Added |
| USS Investment Management Ltd | 29,042 | $3.56M | 0.03% | +1,042+3.7% | Added |
| Arizona State Retirement System | 28,484 | $3.49M | 0.02% | +544+1.9% | Added |
| Toroso Investments, LLC | 28,451 | $3.49M | 0.05% | +226+0.8% | Added |
| Susquehanna International Group, LLP | 28,269 | $3.47M | 0.01% | −14,855−34.4% | Reduced |
| Pinebridge Investments, L.P. | 28,038 | $3.44M | 0.03% | +5,476+24.3% | Added |
| Heartland Advisors Inc | 27,029 | $3.31M | 0.19% | −3,781−12.3% | Reduced |
| EULAV Asset Management | 27,000 | $3.31M | 0.09% | −1,000−3.6% | Reduced |
| Stephens Inc | 27,000 | $3.31M | 0.05% | +19,562+263.0% | Added |
| Ibex Wealth Advisors | 26,646 | $3.27M | 0.51% | +26,646 | New |
| Thrivent Financial for Lutherans | 25,880 | $3.17M | 0.01% | −938−3.5% | Reduced |
| State of Michigan Retirement System | 25,779 | $3.16M | 0.02% | −500−1.9% | Reduced |
| TCW Group Inc | 25,443 | $3.12M | 0.03% | +12,024+89.6% | Added |
| BNP Paribas Arbitrage, SA | 25,321 | $3.10M | 0.00% | −32,556−56.3% | Reduced |
| Deutsche Bank AG | 25,309 | $3.10M | 0.00% | +5,552+28.1% | Added |
| Epacria Capital Partners, LLC | 24,906 | $3.05M | 2.24% | −500−2.0% | Reduced |
| Twin Tree Management, LP | 24,885 | $3.05M | 0.09% | +24,885 | New |
| Bank of Nova Scotia | 24,468 | $3.00M | 0.01% | −12,660−34.1% | Reduced |
| Two Sigma Advisers, LP | 24,200 | $2.97M | 0.01% | +24,200 | New |
| Northwestern Mutual Investment Management Company, LLC | 23,906 | $2.93M | 0.08% | +37+0.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,740 | $2.91M | 0.02% | +68+0.3% | Added |
| Steward Partners Investment Advisory, LLC | 23,527 | $2.88M | 0.03% | −139−0.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 23,348 | $2.86M | 0.02% | −6,096−20.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,013 | $2.82M | 0.01% | +4,889+27.0% | Added |
| Centiva Capital, LP | 23,003 | $2.82M | 0.14% | +18,369+396.4% | Added |
| Prescott Group Capital Management, L.L.C. | 22,919 | $2.81M | 0.44% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 22,782 | $2.79M | 0.10% | −847−3.6% | Reduced |
| CenterBook Partners LP | 22,603 | $2.77M | 0.17% | −2,346−9.4% | Reduced |
| Oregon Public Employees Retirement Fund | 22,250 | $2.73M | 0.05% | −4,200−15.9% | Reduced |
| Van Eck Associates Corp | 21,984 | $2.69M | 0.00% | −21,727−49.7% | Reduced |
| New Mexico Educational Retirement Board | 21,060 | $2.58M | 0.09% | 00.0% | Unchanged |
| Prudential Financial Inc | 20,880 | $2.56M | 0.00% | +2,036+10.8% | Added |
| Natixis Advisors, L.P. | 20,708 | $2.54M | 0.01% | +2,180+11.8% | Added |
| Nordea Investment Management AB | 20,679 | $2.53M | 0.00% | −1,519−6.8% | Reduced |
| Bridgewater Associates, LP | 20,596 | $2.53M | 0.01% | +20,596 | New |
| Baader Bank INC | 19,768 | $2.42M | 0.19% | +19,768 | New |
| TD Private Client Wealth LLC | 19,728 | $2.42M | 0.08% | −995−4.8% | Reduced |
| ExodusPoint Capital Management, LP | 19,509 | $2.39M | 0.03% | +19,509 | New |
| Entropy Technologies, LP | 19,307 | $2.37M | 0.26% | −3,413−15.0% | Reduced |
| Sanctuary Advisors, LLC | 20,354 | $2.36M | 0.02% | +20,354 | New |