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 |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 5,773 | $707.8K | 0.02% | −11,388−66.4% | Reduced |
| Formidable Asset Management, LLC | 5,671 | $695.3K | 0.11% | −1,233−17.9% | Reduced |
| CI Private Wealth, LLC | 5,638 | $691.2K | 0.00% | +187+3.4% | Added |
| Ethic Inc. | 5,564 | $683.1K | 0.02% | +1,633+41.5% | Added |
| SpiderRock Advisors, LLC | 5,534 | $678.5K | 0.02% | +2,598+88.5% | Added |
| Utah Retirement Systems | 5,500 | $674.3K | 0.01% | −200−3.5% | Reduced |
| Mariner, LLC | 5,482 | $672.1K | 0.00% | +633+13.1% | Added |
| Davenport & Co LLC | 5,419 | $664.4K | 0.00% | +353+7.0% | Added |
| TownSquare Capital, LLC | 5,389 | $660.8K | 0.01% | −29,280−84.5% | Reduced |
| Everpar Advisors LLC | 5,327 | $653.1K | 0.33% | +636+13.6% | Added |
| Advisor Group Holdings, Inc. | 5,300 | $649.9K | 0.00% | −1,261−19.2% | Reduced |
| Avantax Advisory Services, Inc. | 5,296 | $649.3K | 0.00% | +3,181+150.4% | Added |
| Atomi Financial Group, Inc. | 5,177 | $634.7K | 0.05% | +1,580+43.9% | Added |
| ProShare Advisors LLC | 5,051 | $619.3K | 0.00% | −171−3.3% | Reduced |
| MBM Wealth Consultants, LLC | 4,838 | $606.0K | 0.21% | −398−7.6% | Reduced |
| Capstone Investment Advisors, LLC | 4,911 | $602.1K | 0.01% | +4,911 | New |
| Brown Advisory Inc | 4,896 | $600.3K | 0.00% | +20.0% | Added |
| Kestra Advisory Services, LLC | 4,868 | $596.8K | 0.00% | +1,566+47.4% | Added |
| QRG Capital Management, Inc. | 4,859 | $595.7K | 0.01% | +131+2.8% | Added |
| NBC Securities, Inc. | 4,812 | $589.0K | 0.05% | +828+20.8% | 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 |
| Central Trust Co | 4,797 | $588.1K | 0.01% | +165+3.6% | Added |
| Hyperion Capital Advisors LP | 4,713 | $577.8K | 0.27% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4,635 | $568.3K | 0.15% | +4,635 | New |
| Shelton Capital Management | 4,561 | $559.2K | 0.02% | −255−5.3% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 4,405 | $540.1K | 0.03% | −4,358−49.7% | Reduced |
| Cresset Asset Management, LLC | 4,379 | $536.8K | 0.00% | +1,482+51.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 4,347 | $533.0K | 0.02% | +4,347 | New |
| Raleigh Capital Management Inc. | 4,336 | $531.6K | 0.23% | +369+9.3% | Added |
| Amundi | 4,197 | $526.9K | 0.00% | −7,124−62.9% | Reduced |
| HighPoint Advisor Group LLC | 4,392 | $522.0K | 0.03% | +120+2.8% | Added |
| Navellier & Associates Inc | 4,198 | $514.7K | 0.06% | −110−2.6% | Reduced |
| National Asset Management, Inc. | 4,176 | $511.9K | 0.01% | −1,436−25.6% | Reduced |
| Verdad Advisers, LP | 4,151 | $508.9K | 0.59% | +4,151 | New |
| Wedbush Securities Inc | 4,076 | $500.0K | 0.02% | +260+6.8% | Added |
| Inceptionr LLC | 4,040 | $495.3K | 0.14% | +4,040 | New |
| Old National Bancorp | 3,969 | $486.6K | 0.01% | +3,969 | New |
| Wolverine Trading, LLC | 3,942 | $483.3K | 0.01% | −3,088−43.9% | Reduced |
| Hohimer Wealth Management, LLC | 3,850 | $472.0K | 0.11% | +3,850 | New |
| Richard W. Paul & Associates, LLC | 3,836 | $470.3K | 0.18% | −42−1.1% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,718 | $455.8K | 0.16% | +3,718 | New |
| Brevan Howard Capital Management LP | 3,639 | $446.1K | 0.03% | +3,639 | New |
| Griffin Asset Management, Inc. | 3,560 | $436.5K | 0.05% | +3,560 | New |
| Fifth Third Wealth Advisors LLC | 3,555 | $435.8K | 0.03% | +3,555 | New |
| Studio Investment Management LLC | 3,402 | $417.1K | 0.09% | +8+0.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 3,373 | $414.0K | 0.00% | +1,047+45.0% | Added |
| Heritage Wealth Management, LLC | 3,367 | $412.8K | 0.23% | −429−11.3% | Reduced |
| Heritage Family Offices, LLP | 3,367 | $412.8K | 0.23% | +3,367 | New |
| Steel Peak Wealth Management LLC | 3,341 | $409.6K | 0.02% | +3,341 | New |
| Venturi Wealth Management, LLC | 3,327 | $407.9K | 0.02% | +3,065+1,169.8% | Added |
| Revisor Wealth Management LLC | 3,312 | $406.1K | 0.28% | −2,508−43.1% | Reduced |
| First Hawaiian Bank | 3,250 | $398.4K | 0.01% | −164−4.8% | Reduced |
| Alps Advisors Inc | 3,210 | $393.5K | 0.00% | −18−0.6% | Reduced |
| Fiduciary Financial Group, LLC | 3,167 | $391.6K | 0.09% | +3,167 | New |
| Boyar Asset Management Inc. | 3,158 | $387.2K | 0.27% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 3,051 | $374.1K | 0.00% | +146+5.0% | Added |
| Private Advisor Group, LLC | 3,040 | $372.7K | 0.00% | +202+7.1% | Added |
| Profund Advisors LLC | 2,971 | $364.2K | 0.01% | −795−21.1% | Reduced |
| Quadrant Capital Group LLC | 2,962 | $363.1K | 0.03% | +584+24.6% | Added |
| Fulton Bank, N.A. | 2,934 | $359.7K | 0.01% | +853+41.0% | Added |
| Eqis Capital Management, Inc. | 2,904 | $356.0K | 0.03% | −743−20.4% | Reduced |
| GeoWealth Management, LLC | 2,887 | $353.9K | 0.02% | +332+13.0% | Added |
| MJP Associates Inc | 2,875 | $352.5K | 0.07% | +188+7.0% | Added |
| Nebula Research & Development LLC | 2,860 | $350.6K | 0.06% | +2,860 | New |
| Gamco Investors, Inc. Et Al | 2,850 | $349.4K | 0.00% | 00.0% | Unchanged |
| Wealth Alliance | 2,849 | $349.3K | 0.05% | −384−11.9% | Reduced |
| EverSource Wealth Advisors, LLC | 2,867 | $342.0K | 0.02% | −195−6.4% | Reduced |
| Advisors Asset Management, Inc. | 2,787 | $341.7K | 0.01% | +1,067+62.0% | Added |
| Leonteq Securities AG | 2,776 | $340.1K | 0.05% | +279+11.2% | Added |
| Hilltop Holdings Inc. | 2,744 | $336.4K | 0.04% | +2,744 | New |
| Snowden Capital Advisors LLC | 2,740 | $335.9K | 0.01% | −181−6.2% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,698 | $330.8K | 0.01% | −43−1.6% | Reduced |
| Synergy Financial Group, LTD | 2,678 | $328.3K | 0.34% | 00.0% | Unchanged |
| Veriti Management LLC | 2,672 | $327.6K | 0.02% | +2,672 | New |
| Aigen Investment Management, LP | 2,659 | $326.0K | 0.06% | +2,659 | New |
| Prime Capital Investment Advisors, LLC | 2,649 | $324.8K | 0.00% | +2,649 | New |
| Rafferty Asset Management, LLC | 2,643 | $324.0K | 0.00% | +2,643 | New |
| Crewe Advisors LLC | 2,548 | $312.4K | 0.04% | 00.0% | Unchanged |
| Axxcess Wealth Management, LLC | 2,536 | $310.9K | 0.01% | −216−7.8% | Reduced |
| Financial Strategies Group, Inc. | 2,475 | $310.0K | 0.08% | +2,475 | New |
| Lifestyle Asset Management, Inc. | 2,528 | $309.9K | 0.18% | +305+13.7% | Added |
| XTX Topco Ltd | 2,517 | $308.6K | 0.03% | −1,531−37.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,450 | $300.4K | 0.01% | −4,842−66.4% | Reduced |
| Sherbrooke Park Advisers LLC | 2,405 | $294.9K | 0.05% | +2,405 | New |
| Joel Isaacson & Co., LLC | 2,393 | $293.4K | 0.02% | +5+0.2% | Added |
| Los Angeles Capital Management LLC | 2,381 | $291.9K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 2,366 | $290.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2,360 | $289.3K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 2,342 | $287.1K | 0.00% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 2,333 | $286.0K | 0.06% | +132+6.0% | Added |
| Prudential PLC | 2,310 | $283.2K | 0.00% | −200−8.0% | Reduced |
| Fox Run Management, L.L.C. | 2,272 | $278.5K | 0.05% | +2,272 | New |
| Clearstead Advisors, LLC | 2,240 | $274.6K | 0.00% | +2,217+9,639.1% | Added |
| Dark Forest Capital Management LP | 2,227 | $273.0K | 0.05% | +2,227 | New |
| ArrowMark Colorado Holdings LLC | 2,200 | $269.7K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,113 | $264.7K | 0.02% | −1,196−36.1% | Reduced |
| Petrus Trust Company, LTA | 2,157 | $264.4K | 0.02% | +2,157 | New |
| Fifth Third Bancorp | 2,149 | $263.5K | 0.00% | +5+0.2% | Added |
| AQR Capital Management LLC | 2,043 | $250.5K | 0.00% | +2,043 | New |