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 |
|---|---|---|---|---|---|
| US Bancorp | 19,121 | $2.34M | 0.00% | −5,199−21.4% | Reduced |
| Dumont & Blake Investment Advisors LLC | 19,038 | $2.33M | 0.33% | +19,038 | New |
| Insight Wealth Strategies, LLC | 18,561 | $2.28M | 0.32% | −60.0% | Reduced |
| Quantbot Technologies LP | 17,960 | $2.20M | 0.11% | +337+1.9% | Added |
| Jump Financial, LLC | 17,653 | $2.16M | 0.04% | −1,031−5.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 17,475 | $2.14M | 0.02% | +15,175+659.8% | Added |
| Intech Investment Management LLC | 17,233 | $2.11M | 0.03% | +17,233 | New |
| 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 |
| FORA Capital, LLC | 16,951 | $2.08M | 0.25% | +13,334+368.6% | Added |
| Uncommon Cents Investing LLC | 16,860 | $2.07M | 0.65% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 16,367 | $2.01M | 0.05% | −961−5.5% | Reduced |
| IMC-Chicago, LLC | 16,058 | $1.97M | 0.06% | +1,133+7.6% | Added |
| Pacer Advisors, Inc. | 16,046 | $1.97M | 0.00% | −127−0.8% | Reduced |
| Fiduciary Family Office, LLC | 16,044 | $1.97M | 0.78% | +452+2.9% | Added |
| Walleye Capital LLC | 15,949 | $1.96M | 0.02% | +8,225+106.5% | Added |
| FJ Capital Management LLC | 15,809 | $1.94M | 0.20% | +15,809 | New |
| Virtu Financial LLC | 15,621 | $1.92M | 0.13% | +15,621 | New |
| S&CO Inc | 15,375 | $1.88M | 0.13% | +1,375+9.8% | Added |
| Vestcor Inc | 15,118 | $1.85M | 0.06% | −920−5.7% | Reduced |
| Lecap Asset Management Ltd | 14,613 | $1.79M | 0.39% | +14,613 | New |
| Wealth Enhancement Advisory Services, LLC | 14,473 | $1.77M | 0.00% | +511+3.7% | Added |
| STRS Ohio | 14,452 | $1.77M | 0.01% | −122−0.8% | Reduced |
| Teacher Retirement System of Texas | 14,384 | $1.76M | 0.01% | −3,526−19.7% | Reduced |
| Penserra Capital Management LLC | 14,376 | $1.76M | 0.02% | +6,343+79.0% | Added |
| Commonwealth Equity Services, LLC | 14,255 | $1.75M | 0.00% | +486+3.5% | Added |
| Scientech Research LLC | 14,242 | $1.75M | 0.36% | +12,033+544.7% | Added |
| Independent Solutions Wealth Management, LLC | 13,611 | $1.67M | 0.38% | +221+1.7% | Added |
| Algert Global LLC | 13,452 | $1.65M | 0.05% | −1,636−10.8% | Reduced |
| Brown Brothers Harriman & Co | 13,243 | $1.62M | 0.01% | 00.0% | Unchanged |
| Credit Agricole S A | 13,209 | $1.62M | 0.01% | +544+4.3% | Added |
| Itau Unibanco Holding S.A. | 13,174 | $1.62M | 0.07% | +13,174 | New |
| Aspire Private Capital, LLC | 12,872 | $1.58M | 0.41% | +842+7.0% | Added |
| SG Americas Securities, LLC | 12,464 | $1.53M | 0.01% | +7,884+172.1% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12,485 | $1.52M | 0.00% | +20.0% | Added |
| JustInvest LLC | 11,704 | $1.43M | 0.03% | +326+2.9% | Added |
| Xponance, Inc. | 11,658 | $1.43M | 0.01% | −1,495−11.4% | Reduced |
| State of Alaska, Department of Revenue | 11,611 | $1.42M | 0.02% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,537 | $1.41M | 0.01% | +2,446+26.9% | Added |
| Mission Wealth Management, LP | 11,502 | $1.41M | 0.04% | +11,502 | New |
| M&T Bank Corp | 11,478 | $1.41M | 0.00% | −6,913−37.6% | Reduced |
| D.A. Davidson & Co. | 11,432 | $1.40M | 0.01% | −780−6.4% | Reduced |
| Gould Capital, LLC | 11,390 | $1.40M | 0.98% | −88−0.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,343 | $1.39M | 0.00% | +188+1.7% | Added |
| VCI Wealth Management LLC | 11,122 | $1.36M | 0.67% | +3,209+40.6% | Added |
| Inspire Advisors, LLC | 11,019 | $1.35M | 0.18% | −963−8.0% | Reduced |
| Chase Investment Counsel Corp | 11,000 | $1.35M | 0.48% | 00.0% | Unchanged |
| Aviso Financial Inc. | 10,870 | $1.33M | 0.07% | +10,870 | New |
| Public Employees Retirement Association of Colorado | 10,765 | $1.32M | 0.01% | 00.0% | Unchanged |
| Advisor OS, LLC | 10,609 | $1.30M | 0.14% | −14−0.1% | Reduced |
| Gator Capital Management, LLC | 10,200 | $1.25M | 0.63% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 10,106 | $1.24M | 0.00% | +423+4.4% | Added |
| Quinn Opportunity Partners LLC | 10,100 | $1.24M | 0.14% | +10,100 | New |
| Landscape Capital Management, L.L.C. | 10,095 | $1.24M | 0.10% | +5,095+101.9% | Added |
| Vontobel Holding Ltd. | 9,988 | $1.22M | 0.00% | −4,235−29.8% | Reduced |
| The PNC Financial Services Group, Inc. | 9,154 | $1.12M | 0.00% | −160−1.7% | Reduced |
| Gsa Capital Partners LLP | 9,097 | $1.11M | 0.08% | +1,968+27.6% | Added |
| Assenagon Asset Management S.A. | 8,947 | $1.10M | 0.00% | −2,395−21.1% | Reduced |
| Edgestream Partners, L.P. | 8,651 | $1.06M | 0.05% | −8,148−48.5% | Reduced |
| Pullen Investment Management, LLC | 8,554 | $1.05M | 0.87% | −367−4.1% | Reduced |
| Securian Asset Management, Inc | 8,542 | $1.05M | 0.03% | −218−2.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 8,469 | $1.04M | 0.00% | +8,469 | New |
| Qsemble Capital Management, LP | 8,459 | $1.04M | 0.20% | −2,036−19.4% | Reduced |
| MML Investors Services, LLC | 8,451 | $1.04M | 0.00% | +1,225+17.0% | Added |
| BIT Capital GmbH | 8,392 | $1.03M | 0.09% | +8,392 | New |
| FourThought Financial Partners, LLC | 8,356 | $1.02M | 0.13% | −284−3.3% | Reduced |
| Guggenheim Capital LLC | 8,286 | $1.02M | 0.01% | −3,504−29.7% | Reduced |
| AE Wealth Management LLC | 8,083 | $990.9K | 0.01% | +447+5.9% | Added |
| Maryland State Retirement & Pension System | 7,886 | $966.8K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 7,612 | $962.7K | 0.00% | +889+13.2% | Added |
| Jefferies Financial Group Inc. | 7,848 | $962.2K | 0.02% | +5,000+175.6% | Added |
| Creative Planning | 7,768 | $952.4K | 0.00% | +845+12.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,548 | $925.4K | 0.49% | −163−2.1% | Reduced |
| Engineers Gate Manager LP | 7,543 | $924.8K | 0.02% | +7,543 | New |
| Simplex Trading, LLC | 7,417 | $909.0K | 0.03% | −10,190−57.9% | Reduced |
| Baird Financial Group, Inc. | 7,393 | $906.4K | 0.00% | +40+0.5% | Added |
| Virtus ETF Advisers LLC | 7,311 | $896.3K | 0.44% | −978−11.8% | Reduced |
| Illinois Municipal Retirement Fund | 7,278 | $892.3K | 0.01% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 7,232 | $886.6K | 0.19% | +185+2.6% | Added |
| Strategic Investment Advisors | 7,203 | $883.1K | 0.11% | −270−3.6% | Reduced |
| Lebenthal Global Advisors, LLC | 7,053 | $864.7K | 0.19% | −343−4.6% | Reduced |
| Mystic Asset Management, Inc. | 7,050 | $864.3K | 0.35% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 6,904 | $847.0K | 0.02% | −883−11.3% | Reduced |
| Hanseatic Management Services Inc | 6,828 | $837.1K | 1.26% | +6,828 | New |
| Neo Ivy Capital Management | 6,532 | $801.0K | 0.16% | +6,532 | New |
| Cumberland Partners Ltd | 6,500 | $796.9K | 0.06% | +6,500 | New |
| Tower Research Capital LLC (TRC) | 6,353 | $778.9K | 0.01% | +373+6.2% | Added |
| Mercer Global Advisors Inc | 6,327 | $775.7K | 0.00% | +323+5.4% | Added |
| Friedenthal Financial | 6,253 | $766.6K | 0.48% | −673−9.7% | Reduced |
| Virtue Capital Management, LLC | 6,286 | $766.5K | 0.13% | +6,286 | New |
| Wintrust Investments LLC | 6,225 | $763.0K | 0.06% | −660−9.6% | Reduced |
| Captrust Financial Advisors | 6,199 | $760.0K | 0.00% | −70−1.1% | Reduced |
| Global Endowment Management, LP | 6,180 | $757.7K | 0.08% | +481+8.4% | Added |
| O'Shaughnessy Asset Management, LLC | 6,127 | $751.2K | 0.01% | +2,942+92.4% | Added |
| LVW Advisors, LLC | 6,126 | $751.0K | 0.11% | +566+10.2% | Added |
| Hyman Charles D | 6,100 | $748.0K | 0.04% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 6,043 | $740.9K | 0.05% | +18+0.3% | Added |
| DekaBank Deutsche Girozentrale | 6,043 | $731.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 5,959 | $730.6K | 0.00% | +5,959 | New |
| Eschler Asset Management LLP | 5,800 | $711.1K | 0.56% | −311−5.1% | Reduced |