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 |
|---|---|---|---|---|---|
| Huntington National Bank | 77 | $9.44K | 0.00% | −14−15.4% | Reduced |
| ORG Partners LLC | 65 | $8.24K | 0.00% | +52+400.0% | Added |
| Umb Bank N A | 64 | $7.85K | 0.00% | +36+128.6% | Added |
| Abich Financial Wealth Management LLC | 64 | $7.85K | 0.01% | +64 | New |
| First Horizon Advisors, Inc. | 63 | $7.72K | 0.00% | −147−70.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 62 | $7.60K | 0.00% | −2,010−97.0% | Reduced |
| Versant Capital Management, Inc | 57 | $6.99K | 0.00% | −44−43.6% | Reduced |
| Ridgewood Investments LLC | 54 | $6.62K | 0.00% | +54 | New |
| Ronald Blue Trust, Inc. | 58 | $6.48K | 0.00% | +32+123.1% | Added |
| HighMark Wealth Management LLC | 52 | $6.42K | 0.00% | −24−31.6% | Reduced |
| Larson Financial Group LLC | 51 | $6.29K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 50 | $6.13K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 46 | $5.64K | 0.00% | +46 | New |
| Bruce G. Allen Investments, LLC | 45 | $5.52K | 0.00% | −77−63.1% | Reduced |
| Blume Capital Management, Inc. | 40 | $4.93K | 0.00% | −35−46.7% | Reduced |
| Farmers & Merchants Investments Inc | 39 | $4.78K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 35 | $4.29K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $3.68K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $3.68K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $3.68K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 28 | $3.46K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $3.43K | 0.00% | −5−15.2% | Reduced |
| Silver Oak Securities, Inc | 26 | $3.19K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 26 | $3.19K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $2.94K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24 | $2.94K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 20 | $2.51K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 15 | $1.86K | 0.00% | +1+7.1% | Added |
| Triad Wealth Partners, LLC | 14 | $1.72K | 0.00% | +14 | New |
| Transcendent Capital Group LLC | 13 | $1.59K | 0.00% | +13 | New |
| Sachetta, LLC | 11 | $1.31K | 0.00% | +11 | New |
| Asset Dedication, LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 9 | $1.10K | 0.00% | −135−93.8% | Reduced |
| Orion Capital Management LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $859 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $859 | 0.00% | +5+250.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $736 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $736 | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 4 | $491 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 3 | $368 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $245 | 0.00% | −401−99.5% | Reduced |
| TFC Financial Management | 1 | $123 | 0.00% | +1 | New |
| Lazard Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −477,044−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −227,352−100.0% | Sold out |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −179,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −141,630−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −115,287−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −111,698−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −93,658−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −63,963−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −61,166−100.0% | Sold out |
| BlackBarn Capital Partners LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −44,486−100.0% | Sold out |
| Exor Capital LLP | 0 | $0 | 0.00% | −39,009−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −28,902−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −20,484−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −17,900−100.0% | Sold out |
| Pin Oak Investment Advisors Inc | 0 | $0 | 0.00% | −14,090−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −7,684−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,594−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −5,151−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −4,328−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −2,953−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −2,779−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −2,759−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,731−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Wallace Advisory Group, LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −1,801−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| English Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| CWA Asset Management Group, LLC | – | – | – | – | Not filed |
| Credential Qtrade Securities Inc. | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |