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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.

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.

Institutional holdersQ3 2024: 587 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ3 2024: $12.9B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC3$00.00%00.0%Unchanged
Strengthening Families & Communities, LLC0$10.00%0New
TFC Financial Management1$1400.00%00.0%Unchanged
Claris Advisors, LLC2$2790.00%+2New
Rothschild Investment LLC3$4180.00%+3New
Riggs Asset Managment Co. Inc.5$6970.00%−2−28.6%Reduced
SJS Investment Consulting Inc.5$6970.00%+1+25.0%Added
Riverview Trust Co5$6970.00%+5New
Prestige Wealth Management Group LLC6$8370.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$8370.00%00.0%Unchanged
Breakwater Investment Management7$9760.00%00.0%Unchanged
Migdal Insurance & Financial Holdings Ltd.4$1.00K0.00%−167−97.7%Reduced
Financial Management Professionals, Inc.8$1.00K0.00%00.0%Unchanged
Hemington Wealth Management8$1.00K0.00%+8New
South State Corp.11$1.53K0.00%+11New
Transcendent Capital Group LLC13$1.81K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC11$2.00K0.00%−1−8.3%Reduced
Montag A & Associates Inc15$2.11K0.00%00.0%Unchanged
Bell Investment Advisors, Inc16$2.23K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.16$2.23K0.00%+16New
Capital Performance Advisors LLP16$2.23K0.00%+16New
Skopos Labs, Inc.17$2.37K0.00%+17New
JFS Wealth Advisors, LLC21$2.99K0.00%+1+5.0%Added
Valued Wealth Advisors LLC24$3.35K0.00%00.0%Unchanged
Rakuten Securities, Inc.24$3.35K0.00%+22+1,100.0%Added
Beacon Capital Management, LLC24$3.35K0.00%+24New
McIlrath & Eck, LLC25$3.48K0.00%+25New
Webster Bank, N. A.26$3.62K0.00%00.0%Unchanged
CoreCap Advisors, LLC28$3.90K0.00%+4+16.7%Added
Abound Wealth Management28$3.90K0.00%00.0%Unchanged
Horizon Investments, LLC29$4.04K0.00%+9+45.0%Added
Caldwell Sutter Capital, Inc.30$4.18K0.00%00.0%Unchanged
Ancora Advisors, LLC30$4.18K0.00%00.0%Unchanged
LGT Financial Advisors LLC30$4.18K0.01%00.0%Unchanged
Asset Dedication, LLC31$4.32K0.00%+22+244.4%Added
Farmers & Merchants Investments Inc39$5.43K0.00%00.0%Unchanged
Colonial Trust Co40$5.49K0.00%+40New
Bruce G. Allen Investments, LLC45$6.27K0.00%00.0%Unchanged
ESL Trust Services, LLC46$6.41K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC47$6.55K0.01%−17−26.6%Reduced
Cetera Trust Company, N.A50$6.97K0.00%00.0%Unchanged
HM Payson & Co50$6.97K0.00%+50New
Sunbelt Securities, Inc.50$7.00K0.00%+22+78.6%Added
Whittier Trust Co53$7.38K0.00%+53New
Larson Financial Group LLC53$7.44K0.00%+2+3.9%Added
Ridgewood Investments LLC54$7.53K0.00%00.0%Unchanged
ORG Partners LLC61$8.51K0.00%−4−6.2%Reduced
Highline Wealth Partners LLC66$9.20K0.00%+66New
First Horizon Advisors, Inc.67$9.34K0.00%+4+6.3%Added
Harbour Investments, Inc.74$10.3K0.00%−5−6.3%Reduced
Coastline Trust Co85$11.8K0.00%+85New
Ronald Blue Trust, Inc.97$11.9K0.00%+39+67.2%Added
Carolinas Wealth Consulting LLC88$12.3K0.00%+88New
HighMark Wealth Management LLC95$13.3K0.01%+43+82.7%Added
Harbor Investment Advisory, LLC100$13.9K0.00%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.104$14.5K0.00%00.0%Unchanged
Versant Capital Management, Inc107$14.9K0.00%+50+87.7%Added
AdvisorNet Financial, Inc107$14.9K0.00%−21−16.4%Reduced
Jones Financial Companies LLLP110$15.1K0.00%+110New
Capital Analysts, LLC116$16.0K0.00%+116New
Tucker Asset Management LLC127$17.7K0.00%00.0%Unchanged
Aster Capital Management (DIFC) Ltd133$18.5K0.00%+133New
American National Bank138$19.2K0.00%00.0%Unchanged
Fortitude Family Office, LLC140$19.5K0.01%+140New
Nelson, Van Denburg & Campbell Wealth Management Group, LLC149$20.8K0.00%+49+49.0%Added
Proequities, Inc.152$21.2K0.00%+1+0.7%Added
Acadian Asset Management LLC158$22.0K0.00%−35,206−99.6%Reduced
Bryn Mawr Trust Co166$23.1K0.00%+166New
Headlands Technologies LLC180$25.1K0.00%+180New
Sittner & Nelson, LLC197$27.5K0.01%00.0%Unchanged
Caitlin John, LLC155$27.7K0.02%+155New
Solstein Capital, LLC200$27.9K0.01%00.0%Unchanged
Covestor Ltd210$29.0K0.02%+1+0.5%Added
Parkside Financial Bank & Trust223$31.1K0.00%+22+10.9%Added
Massmutual Trust Co FSB230$32.1K0.00%+7+3.1%Added
Creative Financial Designs Inc235$32.8K0.00%00.0%Unchanged
Adirondack Trust Co250$34.8K0.01%00.0%Unchanged
SRS Capital Advisors, Inc.260$36.2K0.00%00.0%Unchanged
Fairfield Financial Advisors, LTD261$36.3K0.01%+1+0.4%Added
Rise Advisors, LLC265$37.0K0.02%00.0%Unchanged
Rosenberg Matthew Hamilton280$39.0K0.01%00.0%Unchanged
Umb Bank N A288$40.1K0.00%+224+350.0%Added
Tortoise Investment Management, LLC290$40.4K0.00%+34+13.3%Added
Nemes Rush Group LLC368$41.1K0.01%−669−64.5%Reduced
Danske Bank A/S300$41.8K0.00%+100+50.0%Added
Golden State Equity Partners316$44.0K0.01%+316New
Smithfield Trust Co345$48.0K0.00%+154+80.6%Added
Parallel Advisors, LLC346$48.2K0.00%+181+109.7%Added
Darwin Advisors, LLC350$48.8K0.01%+350New
Smartleaf Asset Management LLC358$49.3K0.01%+119+49.8%Added
Pinnacle Financial Partners Inc370$51.6K0.00%00.0%Unchanged
Westpac Banking Corp380$53.0K0.00%00.0%Unchanged
DT Investment Partners, LLC389$54.2K0.00%+146+60.1%Added
Activest Wealth Management393$54.8K0.02%00.0%Unchanged
Asset Management One Co.,Ltd.409$57.0K0.00%−12−2.9%Reduced
Huntington National Bank420$58.5K0.00%+343+445.5%Added
Accent Capital Management, LLC480$66.9K0.04%00.0%Unchanged
Private Trust Co NA540$75.3K0.01%+13+2.5%Added
Mendota Financial Group, LLC581$81.0K0.04%+581New
Wintrust Investments LLC607$84.0K0.06%−5,618−90.2%Reduced