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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 2,746 | $382.7K | 0.01% | +97+3.7% | Added |
| Quadrant Capital Group LLC | 2,766 | $385.5K | 0.03% | −196−6.6% | Reduced |
| Alps Advisors Inc | 2,768 | $385.7K | 0.00% | −442−13.8% | Reduced |
| Independent Financial Group, LLC | 2,828 | $394.2K | 0.01% | +2,828 | New |
| Guggenheim Capital LLC | 2,854 | $397.7K | 0.00% | −5,432−65.6% | Reduced |
| Fayez Sarofim & Co | 2,893 | $403.2K | 0.00% | +2,893 | New |
| EverSource Wealth Advisors, LLC | 2,903 | $404.5K | 0.03% | +36+1.3% | Added |
| Eqis Capital Management, Inc. | 2,931 | $408.5K | 0.03% | +27+0.9% | Added |
| Benjamin Edwards Inc | 2,931 | $408.9K | 0.01% | +2,432+487.4% | Added |
| Baader Bank INC | 2,985 | $415.1K | 0.03% | −16,783−84.9% | Reduced |
| Profund Advisors LLC | 2,982 | $415.6K | 0.02% | +11+0.4% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,000 | $418.1K | 0.51% | +3,000 | New |
| Los Angeles Capital Management LLC | 3,041 | $423.8K | 0.00% | +660+27.7% | Added |
| EntryPoint Capital, LLC | 3,049 | $424.9K | 0.24% | +1,742+133.3% | Added |
| Cerity Partners LLC | 3,051 | $425.2K | 0.00% | +1,146+60.2% | Added |
| Financial Strategies Group, Inc. | 2,830 | $428.2K | 0.10% | +355+14.3% | Added |
| HighPoint Advisor Group LLC | 2,785 | $428.3K | 0.02% | −1,607−36.6% | Reduced |
| Wealth Alliance | 3,120 | $434.8K | 0.05% | +271+9.5% | Added |
| Fulton Bank, N.A. | 3,129 | $436.1K | 0.02% | +195+6.6% | Added |
| Ethic Inc. | 3,931 | $439.1K | 0.01% | −1,633−29.3% | Reduced |
| CIBC Asset Management Inc | 3,161 | $440.5K | 0.00% | +110+3.6% | Added |
| Quantinno Capital Management LP | 3,167 | $441.4K | 0.01% | +1,430+82.3% | Added |
| Boyar Asset Management Inc. | 3,176 | $442.6K | 0.28% | +18+0.6% | Added |
| Navellier & Associates Inc | 3,209 | $447.2K | 0.06% | −989−23.6% | Reduced |
| Rafferty Asset Management, LLC | 3,213 | $447.8K | 0.00% | +570+21.6% | Added |
| SpiderRock Advisors, LLC | 3,225 | $449.5K | 0.01% | −2,309−41.7% | Reduced |
| First Hawaiian Bank | 3,250 | $452.9K | 0.01% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 3,327 | $463.7K | 0.16% | −391−10.5% | Reduced |
| PFG Investments, LLC | 3,333 | $464.5K | 0.03% | +3,333 | New |
| Penserra Capital Management LLC | 3,363 | $468.0K | 0.01% | −11,013−76.6% | Reduced |
| Studio Investment Management LLC | 3,361 | $468.4K | 0.10% | −41−1.2% | Reduced |
| New Wave Wealth Advisors LLC | 3,387 | $472.0K | 0.22% | +3,387 | New |
| Heritage Oak Wealth Advisors LLC | 3,387 | $472.0K | 0.22% | +3,387 | New |
| Versor Investments LP | 3,404 | $474.4K | 0.08% | +3,404 | New |
| Heritage Family Offices, LLP | 3,414 | $475.8K | 0.25% | +47+1.4% | Added |
| Ieq Capital, LLC | 3,430 | $478.0K | 0.01% | +3,430 | New |
| Griffin Asset Management, Inc. | 3,560 | $496.1K | 0.06% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 3,564 | $496.7K | 0.02% | +3,564 | New |
| Fifth Third Wealth Advisors LLC | 3,612 | $503.4K | 0.03% | +57+1.6% | Added |
| Munro Partners | 3,615 | $503.8K | 0.02% | +3,615 | New |
| CenterBook Partners LP | 3,647 | $508.2K | 0.03% | −18,956−83.9% | Reduced |
| Steel Peak Wealth Management LLC | 3,683 | $513.3K | 0.02% | +342+10.2% | Added |
| Delta Investment Management, LLC | 3,700 | $515.6K | 0.11% | +3,700 | New |
| Two Sigma Securities, LLC | 3,731 | $520.0K | 0.04% | −1,069−22.3% | Reduced |
| FORA Capital, LLC | 3,738 | $520.9K | 0.06% | −13,213−77.9% | Reduced |
| Advisors Asset Management, Inc. | 3,744 | $521.8K | 0.01% | +957+34.3% | Added |
| Richard W. Paul & Associates, LLC | 3,780 | $526.8K | 0.19% | −56−1.5% | Reduced |
| Omers Administration Corp | 3,800 | $529.6K | 0.00% | +3,800 | New |
| Hohimer Wealth Management, LLC | 4,007 | $558.4K | 0.12% | +157+4.1% | Added |
| Sterling Capital Management LLC | 4,035 | $562.3K | 0.01% | +4,035 | New |
| National Asset Management, Inc. | 4,121 | $580.3K | 0.02% | −55−1.3% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,208 | $586.0K | 0.06% | +4,208 | New |
| Hennion & Walsh Asset Management, Inc. | 4,317 | $601.6K | 0.03% | −88−2.0% | Reduced |
| Revisor Wealth Management LLC | 4,365 | $608.3K | 0.38% | +1,053+31.8% | Added |
| Venturi Wealth Management, LLC | 4,377 | $610.0K | 0.03% | +1,050+31.6% | Added |
| Impact Partnership Wealth, LLC | 4,432 | $617.7K | 0.14% | −203−4.4% | Reduced |
| Shelton Capital Management | 4,435 | $618.0K | 0.02% | −126−2.8% | Reduced |
| Panagora Asset Management Inc | 4,450 | $620.2K | 0.00% | −350−7.3% | Reduced |
| Kestra Advisory Services, LLC | 4,658 | $649.2K | 0.00% | −210−4.3% | Reduced |
| Hyperion Capital Advisors LP | 4,713 | $656.8K | 0.31% | 00.0% | Unchanged |
| NBC Securities, Inc. | 4,737 | $660.0K | 0.06% | −75−1.6% | Reduced |
| ProShare Advisors LLC | 4,744 | $661.1K | 0.00% | −307−6.1% | Reduced |
| Old National Bancorp | 4,790 | $667.5K | 0.02% | +821+20.7% | Added |
| Capital CS Group, LLC | 4,801 | $669.1K | 0.81% | +4,801 | New |
| Brown Advisory Inc | 4,821 | $671.9K | 0.00% | −75−1.5% | Reduced |
| Raleigh Capital Management Inc. | 4,885 | $680.8K | 0.26% | +549+12.7% | Added |
| Everpar Advisors LLC | 5,103 | $711.2K | 0.37% | −224−4.2% | Reduced |
| MBM Wealth Consultants, LLC | 5,227 | $728.4K | 0.23% | +389+8.0% | Added |
| Atomi Financial Group, Inc. | 5,238 | $730.0K | 0.05% | +61+1.2% | Added |
| Central Trust Co | 5,244 | $730.8K | 0.02% | +447+9.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 5,352 | $746.0K | 0.00% | +1,979+58.7% | Added |
| Quest Partners LLC | 5,388 | $750.9K | 0.07% | +5,388 | New |
| TownSquare Capital, LLC | 5,456 | $760.4K | 0.01% | +67+1.2% | Added |
| Winton Group Ltd | 5,464 | $761.5K | 0.05% | +5,464 | New |
| Formidable Asset Management, LLC | 5,495 | $765.8K | 0.12% | −176−3.1% | Reduced |
| QRG Capital Management, Inc. | 5,497 | $766.0K | 0.01% | +638+13.1% | Added |
| Sumitomo Life Insurance Co | 5,557 | $774.4K | 0.02% | +5,557 | New |
| Pullen Investment Management, LLC | 5,583 | $778.0K | 0.57% | −2,971−34.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 5,596 | $779.9K | 0.00% | −363−6.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 5,607 | $781.4K | 0.03% | +5,607 | New |
| Gamco Investors, Inc. Et Al | 5,650 | $787.4K | 0.01% | +2,800+98.2% | Added |
| Avantax Advisory Services, Inc. | 5,692 | $793.3K | 0.01% | +396+7.5% | Added |
| Utah Retirement Systems | 5,700 | $794.4K | 0.01% | +200+3.6% | Added |
| Davenport & Co LLC | 5,753 | $801.7K | 0.00% | +334+6.2% | Added |
| Verdad Advisers, LP | 5,794 | $807.5K | 1.08% | +1,643+39.6% | Added |
| Eschler Asset Management LLP | 5,800 | $808.3K | 1.21% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 5,928 | $826.1K | 0.02% | −1,958−24.8% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $832.0K | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 6,008 | $836.7K | 0.00% | +526+9.6% | Added |
| Captrust Financial Advisors | 6,141 | $855.8K | 0.00% | −58−0.9% | Reduced |
| Arkadios Wealth Advisors | 6,283 | $875.6K | 0.05% | +240+4.0% | Added |
| Algert Global LLC | 6,362 | $886.6K | 0.02% | −7,090−52.7% | Reduced |
| Virtue Capital Management, LLC | 6,450 | $898.9K | 0.18% | +164+2.6% | Added |
| WealthTrust Asset Management, LLC | 6,616 | $922.0K | 0.69% | +6,616 | New |
| LVW Advisors, LLC | 6,790 | $946.3K | 0.12% | +664+10.8% | Added |
| Mercer Global Advisors Inc | 6,974 | $964.3K | 0.00% | +647+10.2% | Added |
| SG Americas Securities, LLC | 6,964 | $971.0K | 0.00% | −5,500−44.1% | Reduced |
| Main Management ETF Advisors, LLC | 6,984 | $973.0K | 0.05% | +6,984 | New |
| Strategic Investment Advisors | 6,992 | $974.4K | 0.11% | −211−2.9% | Reduced |
| Cresset Asset Management, LLC | 7,026 | $979.2K | 0.00% | +2,647+60.4% | Added |