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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 2,008 | $246.2K | 0.03% | +2,008 | New |
| Cross Staff Investments Inc | 2,000 | $245.2K | 0.20% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 2,007 | $242.9K | 0.04% | −2−0.1% | Reduced |
| Spire Wealth Management | 1,916 | $234.9K | 0.01% | +1,619+545.1% | Added |
| Leuthold Group, LLC | 1,911 | $234.3K | 0.03% | +1,911 | New |
| Aureus Asset Management, LLC | 1,907 | $233.8K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 1,905 | $233.6K | 0.00% | −420−18.1% | Reduced |
| First Citizens Bank & Trust Co | 1,900 | $232.9K | 0.00% | +1,900 | New |
| CAPROCK Group, Inc. | 1,887 | $231.3K | 0.01% | +1,887 | New |
| Cottonwood Capital Advisors, LLC | 1,837 | $230.1K | 0.18% | −1,482−44.7% | Reduced |
| Boston Financial Mangement LLC | 1,855 | $227.4K | 0.01% | 00.0% | Unchanged |
| Fifth Lane Capital, LP | 1,843 | $226.0K | 0.49% | +1,843 | New |
| Hobbs Group Advisors, LLC | 1,820 | $223.2K | 0.08% | +1,820 | New |
| IHT Wealth Management, LLC | 1,812 | $222.1K | 0.01% | −107−5.6% | Reduced |
| Axiom Advisory, LLC | 1,850 | $220.8K | 0.00% | +1,850 | New |
| Aquatic Capital Management LLC | 1,800 | $220.7K | 0.01% | −1,600−47.1% | Reduced |
| Avantax Planning Partners, Inc. | 1,791 | $219.6K | 0.01% | −15−0.8% | Reduced |
| Precision Wealth Strategies, LLC | 1,785 | $218.9K | 0.23% | −3,989−69.1% | Reduced |
| Quantinno Capital Management LP | 1,737 | $213.0K | 0.00% | +1,737 | New |
| LRI Investments, LLC | 1,709 | $209.5K | 0.02% | +1,709 | New |
| Meyer Handelman Co | 1,700 | $208.4K | 0.01% | +1,700 | New |
| Norden Group LLC | 1,690 | $207.1K | 0.04% | −4,071−70.7% | Reduced |
| Seeds Investor LLC | 1,689 | $207.1K | 0.11% | +1,689 | New |
| Flagship Harbor Advisors, LLC | 1,670 | $204.7K | 0.01% | +1,670 | New |
| Motley Fool Asset Management LLC | 1,600 | $202.8K | 0.01% | +1,600 | New |
| Y-Intercept (Hong Kong) Ltd | 1,649 | $202.2K | 0.01% | +1,649 | New |
| JT Stratford LLC | 1,635 | $200.5K | 0.04% | −173−9.6% | Reduced |
| Leeward Financial Partners, LLC | 1,635 | $200.5K | 0.08% | +1,635 | New |
| Harvest Fund Management Co., Ltd | 1,609 | $197.0K | 0.01% | +1,029+177.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,532 | $187.8K | 0.00% | +420+37.8% | Added |
| Allworth Financial LP | 1,441 | $173.8K | 0.00% | +40+2.9% | Added |
| Picton Mahoney Asset Management | 1,396 | $172.0K | 0.01% | +1,396 | New |
| Macquarie Group Ltd | 1,350 | $165.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,339 | $164.1K | 0.00% | +157+13.3% | Added |
| EntryPoint Capital, LLC | 1,307 | $160.2K | 0.07% | +1,255+2,413.5% | Added |
| Daiwa Securities Group Inc. | 1,290 | $158.0K | 0.00% | −20,811−94.2% | Reduced |
| Signaturefd, LLC | 1,241 | $152.1K | 0.00% | +285+29.8% | Added |
| Eagle Bay Advisors LLC | 1,185 | $145.3K | 0.09% | +12+1.0% | Added |
| Nisa Investment Advisors, LLC | 1,142 | $140.0K | 0.00% | −9,935−89.7% | Reduced |
| CWM, LLC | 1,122 | $138.0K | 0.00% | +62+5.8% | Added |
| Assetmark, Inc | 1,121 | $137.4K | 0.00% | +66+6.3% | Added |
| Western Pacific Wealth Management, LP | 1,100 | $134.9K | 0.10% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1,060 | $130.0K | 0.01% | +1,060 | New |
| Nemes Rush Group LLC | 1,037 | $127.1K | 0.02% | +669+181.8% | Added |
| Kessler Investment Group, LLC | 970 | $118.9K | 0.06% | +970 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 913 | $112.2K | 0.00% | +913 | New |
| CVA Family Office, LLC | 909 | $111.4K | 0.02% | +4+0.4% | Added |
| Bay Harbor Wealth Management, LLC | 895 | $109.7K | 0.04% | −3−0.3% | Reduced |
| GAMMA Investing LLC | 893 | $109.5K | 0.01% | +410+84.9% | Added |
| GHP Investment Advisors, Inc. | 785 | $96.2K | 0.00% | −102−11.5% | Reduced |
| Global Retirement Partners, LLC | 777 | $95.3K | 0.00% | +777 | New |
| Ci Investments Inc. | 756 | $93.0K | 0.00% | +84+12.5% | Added |
| Quent Capital, LLC | 721 | $88.4K | 0.01% | +1+0.1% | Added |
| Whittier Trust Co of Nevada Inc | 704 | $86.3K | 0.00% | +378+116.0% | Added |
| Toronto Dominion Bank | 686 | $84.1K | 0.00% | −73−9.6% | Reduced |
| IFP Advisors, Inc | 679 | $83.3K | 0.00% | +595+708.3% | Added |
| Lindbrook Capital, LLC | 621 | $76.1K | 0.01% | +30+5.1% | Added |
| Gen-Wealth Partners Inc | 590 | $72.3K | 0.03% | +590 | New |
| Private Trust Co NA | 527 | $64.6K | 0.01% | +277+110.8% | Added |
| CIBC Private Wealth Group, LLC | 522 | $64.5K | 0.00% | +20+4.0% | Added |
| Principal Securities, Inc. | 518 | $63.5K | 0.00% | +49+10.4% | Added |
| Benjamin Edwards Inc | 499 | $61.0K | 0.01% | +46+10.2% | Added |
| Accent Capital Management, LLC | 480 | $58.8K | 0.04% | +480 | New |
| Asset Management One Co.,Ltd. | 421 | $51.6K | 0.00% | −90−17.6% | Reduced |
| Activest Wealth Management | 393 | $48.2K | 0.02% | +393 | New |
| Westpac Banking Corp | 380 | $46.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 370 | $41.3K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 309 | $38.0K | 0.00% | −47−13.2% | Reduced |
| Rosenberg Matthew Hamilton | 280 | $35.5K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 276 | $33.8K | 0.01% | +276 | New |
| Rise Advisors, LLC | 265 | $32.5K | 0.02% | +1+0.4% | Added |
| Fairfield Financial Advisors, LTD | 260 | $31.9K | 0.01% | +260 | New |
| SRS Capital Advisors, Inc. | 260 | $31.9K | 0.00% | +6+2.4% | Added |
| Tortoise Investment Management, LLC | 256 | $31.4K | 0.00% | +111+76.6% | Added |
| Adirondack Trust Co | 250 | $30.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 243 | $29.8K | 0.00% | −37−13.2% | Reduced |
| Smartleaf Asset Management LLC | 239 | $29.4K | 0.00% | −24−9.1% | Reduced |
| Creative Financial Designs Inc | 235 | $28.8K | 0.00% | +235 | New |
| Massmutual Trust Co FSB | 223 | $27.3K | 0.00% | +40+21.9% | Added |
| Covestor Ltd | 209 | $26.0K | 0.02% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 200 | $25.4K | 0.00% | +73+57.5% | Added |
| Parkside Financial Bank & Trust | 201 | $24.6K | 0.00% | −66−24.7% | Reduced |
| Solstein Capital, LLC | 200 | $24.5K | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 200 | $24.5K | 0.00% | +200 | New |
| Catalyst Funds Management Pty Ltd | 200 | $24.5K | 0.01% | +200 | New |
| Sittner & Nelson, LLC | 197 | $24.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 191 | $24.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 171 | $21.0K | 0.00% | +171 | New |
| Parallel Advisors, LLC | 165 | $20.2K | 0.00% | +37+28.9% | Added |
| Proequities, Inc. | 151 | $18.5K | 0.00% | −18−10.7% | Reduced |
| Elequin Capital LP | 149 | $18.3K | 0.00% | +149 | New |
| American National Bank | 138 | $16.9K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 128 | $15.7K | 0.00% | −29−18.5% | Reduced |
| Tucker Asset Management LLC | 127 | $15.6K | 0.00% | +114+876.9% | Added |
| Bessemer Group Inc | 123 | $15.0K | 0.00% | −509−80.5% | Reduced |
| Global X Japan Co., Ltd. | 120 | $14.7K | 0.00% | −209−63.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $12.8K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $12.3K | 0.00% | −496−83.2% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $12.3K | 0.00% | −100−50.0% | Reduced |
| Harbour Investments, Inc. | 79 | $9.69K | 0.00% | −10−11.2% | Reduced |