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 3 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, Q3 2024
Institutional positions in Interactive Brokers Group, Inc. as of Sep 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
- 587
- +44 vs. Q2 2024
- Shares held
- 92.9M
- +8.94M (+10.7%) vs. Q2 2024
- Total value
- $12.9B
- +$2.64B (+25.6%) vs. Q2 2024
- New holders
- 96
- 233 more added
- Sold out
- 52
- 185 more reduced
5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 10,199,141 | $1.42B | 0.03% | +281,901+2.8% | Added |
| BlackRock, Inc. | 9,572,432 | $1.33B | 0.03% | +9,572,432 | New |
| Orbis Allan Gray Ltd | 6,503,137 | $906.3M | 4.80% | −458,590−6.6% | Reduced |
| JPMorgan Chase & Co | 4,017,082 | $559.8M | 0.04% | +11,379+0.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,883,225 | $541.2M | 1.19% | +98,094+2.6% | Added |
| Egerton Capital (UK) LLP | 3,382,513 | $471.4M | 4.76% | +249,143+8.0% | Added |
| Cantillon Capital Management LLC | 3,377,643 | $470.7M | 2.88% | −100,932−2.9% | Reduced |
| State Street Corp | 3,222,135 | $449.0M | 0.02% | +52,911+1.7% | Added |
| Greenwich Wealth Management LLC | 2,979,223 | $415.2M | 28.24% | −1490.0% | Reduced |
| Geode Capital Management, LLC | 2,065,535 | $287.9M | 0.02% | +106,392+5.4% | Added |
| Jarislowsky, Fraser Ltd | 1,454,505 | $202.7M | 1.13% | −74,285−4.9% | Reduced |
| Morgan Stanley | 1,397,274 | $194.7M | 0.01% | −20,556−1.4% | Reduced |
| Marshall Wace, LLP | 1,391,096 | $193.9M | 0.25% | −1,115,963−44.5% | Reduced |
| Norges Bank | 1,280,929 | $178.5M | 0.02% | −367,923−22.3% | Reduced |
| Bank of America Corp | 1,221,786 | $170.3M | 0.01% | +36,924+3.1% | Added |
| Neuberger Berman Group LLC | 1,162,815 | $161.9M | 0.13% | −68,199−5.5% | Reduced |
| Bares Capital Management, Inc. | 1,116,524 | $155.6M | 14.16% | −1,416,141−55.9% | Reduced |
| FMR LLC | 1,094,598 | $152.5M | 0.01% | +119,187+12.2% | Added |
| Voya Investment Management LLC | 1,082,556 | $150.9M | 0.16% | −337,176−23.7% | Reduced |
| Wells Fargo & Company | 1,002,950 | $139.8M | 0.03% | +177,475+21.5% | Added |
| Bamco Inc | 912,608 | $127.2M | 0.34% | +127,640+16.3% | Added |
| Bank of New York Mellon Corp | 839,390 | $117.0M | 0.02% | −88,877−9.6% | Reduced |
| Bronte Capital Management Pty Ltd. | 833,627 | $116.2M | 9.44% | +23,828+2.9% | Added |
| Charles Schwab Investment Management Inc | 799,423 | $111.4M | 0.02% | +17,195+2.2% | Added |
| Northern Trust Corp | 763,989 | $106.5M | 0.02% | −9,552−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 708,333 | $98.7M | 0.38% | +61,798+9.6% | Added |
| Empower Advisory Group, LLC | 685,135 | $95.5M | 0.32% | +7,393+1.1% | Added |
| Royal Bank of Canada | 609,136 | $84.9M | 0.02% | +42,777+7.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 600,104 | $83.6M | 0.06% | +600,104 | New |
| Millennium Management LLC | 581,536 | $81.0M | 0.07% | −500,481−46.3% | Reduced |
| Agf Management Ltd | 569,893 | $79.4M | 0.40% | +23,422+4.3% | Added |
| 1832 Asset Management L.P. | 564,725 | $78.7M | 0.13% | −2,307−0.4% | Reduced |
| Invesco Ltd. | 551,115 | $76.8M | 0.01% | +80,108+17.0% | Added |
| FIL Ltd | 498,526 | $69.5M | 0.06% | −13,462−2.6% | Reduced |
| Raymond James & Associates | 490,135 | $68.3M | 0.04% | +59,340+13.8% | Added |
| Ensign Peak Advisors, Inc | 477,008 | $66.5M | 0.12% | −1,041−0.2% | Reduced |
| Ancient Art, L.P. | 456,364 | $63.6M | 14.72% | −68,810−13.1% | Reduced |
| Hudson Way Capital Management LLC | 424,877 | $59.2M | 7.43% | +15,795+3.9% | Added |
| Abrams Bison Investments, LLC | 408,000 | $56.9M | 4.91% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 379,000 | $52.8M | 0.08% | +217,400+134.5% | Added |
| Citigroup Inc | 377,220 | $52.6M | 0.05% | +16,984+4.7% | Added |
| Principal Financial Group Inc | 366,204 | $51.0M | 0.03% | −93,941−20.4% | Reduced |
| Legal & General Group Plc | 361,150 | $50.3M | 0.01% | +44,108+13.9% | Added |
| TimesSquare Capital Management, LLC | 354,105 | $49.3M | 0.74% | −62,160−14.9% | Reduced |
| Envestnet Asset Management Inc | 342,468 | $47.7M | 0.02% | +12,491+3.8% | Added |
| Squarepoint Ops LLC | 337,232 | $47.0M | 0.15% | +211,399+168.0% | Added |
| D. E. Shaw & Co., Inc. | 336,740 | $46.9M | 0.06% | +199,335+145.1% | Added |
| Coronation Fund Managers Ltd. | 325,752 | $45.4M | 2.52% | −54,938−14.4% | Reduced |
| Hengistbury Investment Partners LLP | 318,096 | $44.3M | 18.17% | +199,096+167.3% | Added |
| RV Capital GmbH | 315,547 | $44.0M | 9.07% | +5,600+1.8% | Added |
| Pictet Asset Management Holding SA | 313,760 | $43.7M | 0.05% | −70,247−18.3% | Reduced |
| UBS Group AG | 306,786 | $42.8M | 0.01% | +90,283+41.7% | Added |
| Oakcliff Capital Partners, LP | 302,647 | $42.2M | 21.21% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 290,462 | $40.5M | 0.01% | +75,172+34.9% | Added |
| Rhumbline Advisers | 283,549 | $39.5M | 0.04% | −81,086−22.2% | Reduced |
| Dimensional Fund Advisors LP | 283,433 | $39.5M | 0.01% | −18,255−6.1% | Reduced |
| Marathon Asset Mgmt Ltd | 275,856 | $38.4M | 1.06% | −29,121−9.5% | Reduced |
| Hosking Partners LLP | 274,530 | $38.3M | 1.48% | +12,813+4.9% | Added |
| Federated Hermes, Inc. | 268,345 | $37.4M | 0.08% | +6,183+2.4% | Added |
| Retirement Systems of Alabama | 263,338 | $36.7M | 0.14% | +110.0% | Added |
| UBS Asset Management Americas Inc | 262,200 | $36.5M | 0.01% | −24,750−8.6% | Reduced |
| Nuveen Asset Management, LLC | 260,172 | $36.3M | 0.01% | −2,657−1.0% | Reduced |
| Allspring Global Investments Holdings, LLC | 258,353 | $36.0M | 0.06% | +187,010+262.1% | Added |
| HSBC Holdings PLC | 256,080 | $35.6M | 0.02% | +46,110+22.0% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 252,747 | $35.2M | 2.44% | +43,000+20.5% | Added |
| Polar Capital Holdings Plc | 232,638 | $32.4M | 0.19% | −20,565−8.1% | Reduced |
| Ameriprise Financial Inc | 220,350 | $30.7M | 0.01% | +61,046+38.3% | Added |
| California Public Employees Retirement System | 203,479 | $28.4M | 0.02% | −1,070−0.5% | Reduced |
| Verition Fund Management LLC | 203,420 | $28.3M | 0.19% | +93,298+84.7% | Added |
| Swiss National Bank | 198,700 | $27.7M | 0.02% | −1,500−0.7% | Reduced |
| Waverton Investment Management Ltd | 193,349 | $26.9M | 0.44% | +193,349 | New |
| Lord, Abbett & Co. LLC | 180,000 | $25.1M | 0.08% | +180,000 | New |
| Stifel Financial Corp | 169,247 | $23.6M | 0.02% | +9,716+6.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 168,413 | $23.5M | 0.47% | −74,138−30.6% | Reduced |
| Governors Lane LP | 166,900 | $23.3M | 3.64% | +27,469+19.7% | Added |
| Victory Capital Management Inc | 165,651 | $23.1M | 0.02% | −7,881−4.5% | Reduced |
| State of Wisconsin Investment Board | 165,355 | $23.0M | 0.06% | −2,402−1.4% | Reduced |
| Alliancebernstein L.P. | 156,580 | $21.8M | 0.01% | +13,449+9.4% | Added |
| Lansing Management LP | 153,398 | $21.4M | 15.30% | +4,500+3.0% | Added |
| Kodai Capital Management LP | 150,708 | $21.0M | 0.44% | +150,708 | New |
| Canada Pension Plan Investment Board | 149,560 | $20.8M | 0.02% | +66,667+80.4% | Added |
| Quinn Opportunity Partners LLC | 146,057 | $20.4M | 2.03% | +135,957+1,346.1% | Added |
| Allianz Asset Management GmbH | 145,963 | $20.3M | 0.03% | +38,465+35.8% | Added |
| LPL Financial LLC | 138,837 | $19.3M | 0.01% | +11,634+9.1% | Added |
| Firetrail Investments Pty Ltd | 138,749 | $19.3M | 5.56% | −27,824−16.7% | Reduced |
| Brooktree Capital Management | 137,612 | $19.2M | 15.58% | −1,397−1.0% | Reduced |
| Dana Investment Advisors, Inc. | 137,375 | $19.1M | 0.63% | −5,510−3.9% | Reduced |
| Susquehanna International Group, LLP | 134,958 | $18.8M | 0.03% | +106,689+377.4% | Added |
| Russell Investments Group, Ltd. | 130,787 | $18.2M | 0.03% | +2,655+2.1% | Added |
| Corebridge Financial, Inc. | 128,679 | $17.9M | 0.10% | −6,776−5.0% | Reduced |
| Progeny 3, Inc. | 127,000 | $17.7M | 1.49% | +127,000 | New |
| Citadel Advisors LLC | 122,297 | $17.0M | 0.02% | −92,029−42.9% | Reduced |
| Mawer Investment Management Ltd. | 117,057 | $16.3M | 0.07% | +3,652+3.2% | Added |
| Gabelli Funds LLC | 116,200 | $16.2M | 0.12% | −14,549−11.1% | Reduced |
| Trivest Advisors Ltd | 112,600 | $15.7M | 0.89% | +112,600 | New |
| Two Sigma Investments, LP | 110,194 | $15.4M | 0.03% | +51,142+86.6% | Added |
| KBC Group NV | 109,158 | $15.2M | 0.05% | +3,211+3.0% | Added |
| Assenagon Asset Management S.A. | 108,950 | $15.2M | 0.03% | +100,003+1,117.7% | Added |
| Cooper Investors Pty Ltd | 101,718 | $14.2M | 2.11% | −46,358−31.3% | Reduced |
| State Board of Administration of Florida Retirement System | 100,030 | $13.9M | 0.03% | 00.0% | Unchanged |