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.
| 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 |
|---|---|---|---|---|---|
| Lindbrook Capital, LLC | 606 | $84.5K | 0.01% | −15−2.4% | Reduced |
| Baldwin Brothers Inc | 622 | $86.7K | 0.01% | +622 | New |
| Anchor Investment Management, LLC | 638 | $88.9K | 0.01% | +638 | New |
| Gen-Wealth Partners Inc | 590 | $91.0K | 0.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 654 | $91.1K | 0.00% | −32−4.7% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 696 | $96.2K | 0.00% | −217−23.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 694 | $96.7K | 0.00% | −10−1.4% | Reduced |
| Kessler Investment Group, LLC | 704 | $98.1K | 0.05% | −266−27.4% | Reduced |
| Principal Securities, Inc. | 712 | $99.2K | 0.00% | +194+37.5% | Added |
| Global Retirement Partners, LLC | 714 | $99.5K | 0.00% | −63−8.1% | Reduced |
| Quent Capital, LLC | 721 | $100.2K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 785 | $109.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 810 | $112.9K | 0.00% | +610+305.0% | Added |
| Ci Investments Inc. | 812 | $113.0K | 0.00% | +56+7.4% | Added |
| Bay Harbor Wealth Management, LLC | 861 | $120.0K | 0.04% | −34−3.8% | Reduced |
| Daiwa Securities Group Inc. | 905 | $126.0K | 0.00% | −385−29.8% | Reduced |
| CVA Family Office, LLC | 909 | $126.7K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 962 | $134.1K | 0.00% | −159−14.2% | Reduced |
| CWM, LLC | 1,006 | $140.0K | 0.00% | −116−10.3% | Reduced |
| Western Pacific Wealth Management, LP | 1,100 | $153.3K | 0.10% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,121 | $156.2K | 0.06% | −64−5.4% | Reduced |
| Ramirez Asset Management, Inc. | 1,200 | $167.2K | 0.03% | +1,200 | New |
| Nisa Investment Advisors, LLC | 1,282 | $178.7K | 0.00% | +140+12.3% | Added |
| Macquarie Group Ltd | 1,350 | $188.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,359 | $189.4K | 0.00% | +118+9.5% | Added |
| GWM Advisors LLC | 1,377 | $191.9K | 0.00% | +38+2.8% | Added |
| CIBC Private Wealth Group, LLC | 1,380 | $192.3K | 0.00% | +858+164.4% | Added |
| GAMMA Investing LLC | 1,433 | $199.7K | 0.02% | +540+60.5% | Added |
| Hamilton Wealth, LLC | 1,439 | $200.5K | 0.05% | +1,439 | New |
| JT Stratford LLC | 1,448 | $201.8K | 0.03% | −187−11.4% | Reduced |
| Skba Capital Management LLC | 1,450 | $202.1K | 0.03% | +1,450 | New |
| RSM US Wealth Management LLC | 1,478 | $204.4K | 0.00% | +1,478 | New |
| Park Avenue Securities LLC | 1,470 | $205.0K | 0.00% | +1,470 | New |
| Seeds Investor LLC | 1,475 | $205.5K | 0.08% | −214−12.7% | Reduced |
| Freestone Capital Holdings, LLC | 1,476 | $205.7K | 0.01% | +1,476 | New |
| Motley Fool Asset Management LLC | 1,492 | $206.3K | 0.01% | −108−6.8% | Reduced |
| Allworth Financial LP | 1,494 | $208.2K | 0.00% | +53+3.7% | Added |
| Wulff, Hansen & Co. | 1,495 | $208.3K | 0.20% | +1,495 | New |
| NorthRock Partners, LLC | 1,506 | $209.6K | 0.01% | +1,506 | New |
| Franklin Resources Inc | 1,397 | $211.4K | 0.00% | +1,397 | New |
| Evergreen Capital Management LLC | 1,527 | $212.8K | 0.01% | +1,527 | New |
| Coldstream Capital Management Inc | 1,479 | $212.8K | 0.00% | +1,479 | New |
| Empowered Funds, LLC | 1,534 | $213.8K | 0.00% | −35,924−95.9% | Reduced |
| Summit Global Investments | 1,573 | $219.0K | 0.01% | +1,573 | New |
| Ground Swell Capital, LLC | 1,595 | $222.3K | 0.32% | +1,595 | New |
| Lido Advisors, LLC | 1,601 | $223.1K | 0.00% | +1,601 | New |
| Harvest Fund Management Co., Ltd | 1,609 | $224.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 1,613 | $224.8K | 0.01% | +1,613 | New |
| Oppenheimer & Co Inc | 1,645 | $229.2K | 0.00% | +1,645 | New |
| Leeward Financial Partners, LLC | 1,660 | $231.3K | 0.09% | +25+1.5% | Added |
| Axiom Advisory, LLC | 1,856 | $233.3K | 0.00% | +6+0.3% | Added |
| Cooper Financial Group | 1,692 | $235.8K | 0.03% | +1,692 | New |
| Norden Group LLC | 1,698 | $236.6K | 0.03% | +8+0.5% | Added |
| Meyer Handelman Co | 1,700 | $236.9K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,721 | $239.9K | 0.00% | +189+12.3% | Added |
| Vident Advisory, LLC | 1,793 | $249.9K | 0.01% | +1,793 | New |
| IHT Wealth Management, LLC | 1,813 | $252.5K | 0.01% | +1+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 1,835 | $255.7K | 0.19% | −2−0.1% | Reduced |
| Hobbs Group Advisors, LLC | 1,865 | $259.9K | 0.09% | +45+2.5% | Added |
| Leuthold Group, LLC | 1,881 | $262.1K | 0.03% | −30−1.6% | Reduced |
| Ritholtz Wealth Management | 1,888 | $263.1K | 0.01% | +1,888 | New |
| Aureus Asset Management, LLC | 1,907 | $265.8K | 0.02% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,947 | $271.3K | 0.01% | +277+16.6% | Added |
| Boston Financial Mangement LLC | 1,955 | $272.4K | 0.01% | +100+5.4% | Added |
| Hilltop Holdings Inc. | 1,960 | $273.1K | 0.02% | −784−28.6% | Reduced |
| Ossiam | 1,969 | $274.4K | 0.01% | +1,969 | New |
| 180 Wealth Advisors, LLC | 1,994 | $277.9K | 0.04% | −13−0.6% | Reduced |
| Cross Staff Investments Inc | 2,000 | $278.7K | 0.22% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,007 | $279.7K | 0.01% | +107+5.6% | Added |
| CAPROCK Group, Inc. | 2,014 | $280.7K | 0.01% | +127+6.7% | Added |
| Stephens Inc | 2,070 | $288.5K | 0.00% | −24,930−92.3% | Reduced |
| Prudential PLC | 2,100 | $292.7K | 0.00% | −210−9.1% | Reduced |
| LRI Investments, LLC | 1,646 | $292.9K | 0.03% | −63−3.7% | Reduced |
| Landscape Capital Management, L.L.C. | 2,122 | $295.7K | 0.03% | −7,973−79.0% | Reduced |
| Keybank National Association | 2,131 | $297.0K | 0.00% | −211−9.0% | Reduced |
| Koshinski Asset Management, Inc. | 2,171 | $302.6K | 0.03% | +58+2.7% | Added |
| Clearstead Advisors, LLC | 2,192 | $305.5K | 0.00% | −48−2.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,200 | $306.6K | 0.00% | 00.0% | Unchanged |
| ABLE Financial Group, LLC | 2,212 | $308.3K | 0.10% | +2,212 | New |
| Spire Wealth Management | 2,309 | $321.8K | 0.01% | +393+20.5% | Added |
| Thrive Wealth Management, LLC | 2,320 | $323.3K | 0.06% | −13−0.6% | Reduced |
| CIBC World Markets Inc. | 2,332 | $325.0K | 0.00% | +2,332 | New |
| Concurrent Investment Advisors, LLC | 2,332 | $325.0K | 0.01% | −118−4.8% | Reduced |
| GeoWealth Management, LLC | 2,340 | $326.1K | 0.01% | −547−18.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,360 | $328.9K | 0.00% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,365 | $329.6K | 0.11% | +2,365 | New |
| Edmond de Rothschild Holding S.A. | 2,366 | $329.7K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 2,398 | $334.2K | 0.02% | +5+0.2% | Added |
| IFP Advisors, Inc | 2,398 | $334.4K | 0.01% | +1,719+253.2% | Added |
| AQR Capital Management LLC | 2,462 | $343.1K | 0.00% | +419+20.5% | Added |
| Axxcess Wealth Management, LLC | 2,505 | $349.1K | 0.01% | −31−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 2,506 | $349.2K | 0.01% | −3,847−60.6% | Reduced |
| Lifestyle Asset Management, Inc. | 2,511 | $349.9K | 0.19% | −17−0.7% | Reduced |
| Crewe Advisors LLC | 2,548 | $355.1K | 0.04% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,568 | $357.9K | 0.00% | −472−15.5% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,678 | $373.2K | 0.01% | −20−0.7% | Reduced |
| Synergy Financial Group, LTD | 2,678 | $373.2K | 0.35% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,691 | $374.9K | 0.04% | −85−3.1% | Reduced |
| Veriti Management LLC | 2,702 | $376.6K | 0.02% | +30+1.1% | Added |
| Axq Capital, LP | 2,746 | $382.7K | 0.12% | +2,746 | New |