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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.

Q3 2024 vs. Q2 2024

How the institutions holding Interactive Brokers Group, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of IBKR: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders5485587+44
Shares93.4M9.45M92.9M+8.94M (+10.7%)
Value$11.4B$1.16B$12.9B+$2.64B (+25.6%)

5 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (96)

Institutions that held Interactive Brokers Group, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to IBKR in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.9,572,432$1.33B0.03%
Sumitomo Mitsui Trust Holdings, Inc.600,104$83.6M0.06%
Waverton Investment Management Ltd193,349$26.9M0.44%
Lord, Abbett & Co. LLC180,000$25.1M0.08%
Kodai Capital Management LP150,708$21.0M0.44%
Progeny 3, Inc.127,000$17.7M1.49%
Trivest Advisors Ltd112,600$15.7M0.89%
Loring Wolcott & Coolidge Fiduciary Advisors LLP63,230$9.37M0.08%
Robeco Institutional Asset Management B.V.60,000$8.36M0.02%
Zacks Investment Management33,908$4.73M0.04%
Thompson Siegel & Walmsley LLC29,400$4.10M0.06%
CWA Asset Management Group, LLC28,197$3.93M0.21%
Sumitomo Mitsui DS Asset Management Company, Ltd25,265$3.52M0.04%
Stanley-Laman Group, Ltd.25,067$3.49M0.49%
DRW Securities, LLC21,361$2.98M0.16%
Freedom Day Solutions, LLC14,805$2.06M0.64%
Aurora Investment Counsel12,146$1.69M0.92%
Quadrature Capital Ltd10,640$1.48M0.03%
Chiron Investment Management, LLC8,391$1.17M0.41%
Caxton Associates LP8,110$1.13M0.05%
Connective Capital Management, LLC7,115$1.09M1.01%
Blackhawk Capital Partners LLC.7,075$986.0K0.53%
Main Management ETF Advisors, LLC6,984$973.0K0.05%
WealthTrust Asset Management, LLC6,616$922.0K0.69%
Robertson Stephens Wealth Management, LLC5,607$781.4K0.03%
Sumitomo Life Insurance Co5,557$774.4K0.02%
Winton Group Ltd5,464$761.5K0.05%
Quest Partners LLC5,388$750.9K0.07%
Capital CS Group, LLC4,801$669.1K0.81%
Dynamic Technology Lab Private Ltd4,208$586.0K0.06%
Sterling Capital Management LLC4,035$562.3K0.01%
Omers Administration Corp3,800$529.6K0.00%
Delta Investment Management, LLC3,700$515.6K0.11%
Munro Partners3,615$503.8K0.02%
Integrated Advisors Network LLC3,564$496.7K0.02%
Ieq Capital, LLC3,430$478.0K0.01%
Versor Investments LP3,404$474.4K0.08%
New Wave Wealth Advisors LLC3,387$472.0K0.22%
Heritage Oak Wealth Advisors LLC3,387$472.0K0.22%
PFG Investments, LLC3,333$464.5K0.03%
Dymon Asia Capital (Singapore) Pte. Ltd.3,000$418.1K0.51%
Fayez Sarofim & Co2,893$403.2K0.00%
Independent Financial Group, LLC2,828$394.2K0.01%
Axq Capital, LP2,746$382.7K0.12%
KG&L Capital Management,LLC2,365$329.6K0.11%
CIBC World Markets Inc.2,332$325.0K0.00%
ABLE Financial Group, LLC2,212$308.3K0.10%
Ossiam1,969$274.4K0.01%
Ritholtz Wealth Management1,888$263.1K0.01%
Vident Advisory, LLC1,793$249.9K0.01%
Cooper Financial Group1,692$235.8K0.03%
Oppenheimer & Co Inc1,645$229.2K0.00%
Sigma Planning Corp1,613$224.8K0.01%
Lido Advisors, LLC1,601$223.1K0.00%
Ground Swell Capital, LLC1,595$222.3K0.32%
Summit Global Investments1,573$219.0K0.01%
Coldstream Capital Management Inc1,479$212.8K0.00%
Evergreen Capital Management LLC1,527$212.8K0.01%
Franklin Resources Inc1,397$211.4K0.00%
NorthRock Partners, LLC1,506$209.6K0.01%
Wulff, Hansen & Co.1,495$208.3K0.20%
Freestone Capital Holdings, LLC1,476$205.7K0.01%
Park Avenue Securities LLC1,470$205.0K0.00%
RSM US Wealth Management LLC1,478$204.4K0.00%
Skba Capital Management LLC1,450$202.1K0.03%
Hamilton Wealth, LLC1,439$200.5K0.05%
Ramirez Asset Management, Inc.1,200$167.2K0.03%
Anchor Investment Management, LLC638$88.9K0.01%
Baldwin Brothers Inc622$86.7K0.01%
Mendota Financial Group, LLC581$81.0K0.04%
Darwin Advisors, LLC350$48.8K0.01%
Golden State Equity Partners316$44.0K0.01%
Caitlin John, LLC155$27.7K0.02%
Headlands Technologies LLC180$25.1K0.00%
Bryn Mawr Trust Co166$23.1K0.00%
Fortitude Family Office, LLC140$19.5K0.01%
Aster Capital Management (DIFC) Ltd133$18.5K0.00%
Capital Analysts, LLC116$16.0K0.00%
Jones Financial Companies LLLP110$15.1K0.00%
Carolinas Wealth Consulting LLC88$12.3K0.00%
Coastline Trust Co85$11.8K0.00%
Highline Wealth Partners LLC66$9.20K0.00%
Whittier Trust Co53$7.38K0.00%
HM Payson & Co50$6.97K0.00%
Colonial Trust Co40$5.49K0.00%
McIlrath & Eck, LLC25$3.48K0.00%
Beacon Capital Management, LLC24$3.35K0.00%
Skopos Labs, Inc.17$2.37K0.00%
Cullen/Frost Bankers, Inc.16$2.23K0.00%
Capital Performance Advisors LLP16$2.23K0.00%
South State Corp.11$1.53K0.00%
Hemington Wealth Management8$1.00K0.00%
Riverview Trust Co5$6970.00%
Rothschild Investment LLC3$4180.00%
Claris Advisors, LLC2$2790.00%
Strengthening Families & Communities, LLC0$10.00%

Sold out (52)

Institutions that held Interactive Brokers Group, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of IBKR in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Cercano Management LLC219,925$27.0M
Noked Israel Ltd115,000$14.1M
Nomura Holdings Inc71,088$8.72M
Ellsworth Advisors, LLC51,147$6.27M
Beacon Harbor Wealth Advisors, Inc.48,333$5.93M
Ibex Wealth Advisors26,646$3.27M
Centiva Capital, LP23,003$2.82M
Van Eck Associates Corp21,984$2.69M
Quantbot Technologies LP17,960$2.20M
IMC-Chicago, LLC16,058$1.97M
FJ Capital Management LLC15,809$1.94M
Virtu Financial LLC15,621$1.92M
Lecap Asset Management Ltd14,613$1.79M
Gould Capital, LLC11,390$1.40M
VCI Wealth Management LLC11,122$1.36M
BIT Capital GmbH8,392$1.03M
Simplex Trading, LLC7,417$909.0K
Oliver Luxxe Assets LLC7,232$886.6K
Neo Ivy Capital Management6,532$801.0K
Friedenthal Financial6,253$766.6K
Capstone Investment Advisors, LLC4,911$602.1K
Wedbush Securities Inc4,076$500.0K
Inceptionr LLC4,040$495.3K
Brevan Howard Capital Management LP3,639$446.1K
Fiduciary Financial Group, LLC3,167$391.6K
MJP Associates Inc2,875$352.5K
Nebula Research & Development LLC2,860$350.6K
Snowden Capital Advisors LLC2,740$335.9K
Aigen Investment Management, LP2,659$326.0K
Sherbrooke Park Advisers LLC2,405$294.9K
Dark Forest Capital Management LP2,227$273.0K
Petrus Trust Company, LTA2,157$264.4K
Seven Eight Capital, LP2,008$246.2K
Fifth Lane Capital, LP1,843$226.0K
Aquatic Capital Management LLC1,800$220.7K
Avantax Planning Partners, Inc.1,791$219.6K
Precision Wealth Strategies, LLC1,785$218.9K
Y-Intercept (Hong Kong) Ltd1,649$202.2K
Picton Mahoney Asset Management1,396$172.0K
USA Financial Portformulas Corp276$33.8K
Catalyst Funds Management Pty Ltd200$24.5K
Elequin Capital LP149$18.3K
Global X Japan Co., Ltd.120$14.7K
Ashton Thomas Private Wealth, LLC62$7.60K
Blume Capital Management, Inc.40$4.93K
VisionPoint Advisory Group, LLC35$4.29K
Avion Wealth19$2.00K
Triad Wealth Partners, LLC14$1.72K
Sachetta, LLC11$1.31K
Orion Capital Management LLC9$1.10K
Quarry LP9$1.10K
Castleview Partners, LLC3$368

Not filed for Q3 2024 yet (5)

Institutions that held Interactive Brokers Group, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBKR in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.9,301,894$1.14B
Susquehanna Fundamental Investments, LLC136,712$16.8M
Hyman Charles D6,100$748.0K
Heritage Wealth Management, LLC3,367$412.8K
Benjamin F. Edwards & Company, Inc.309$38.0K