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 |
|---|---|---|---|---|---|
| Mystic Asset Management, Inc. | 7,050 | $982.5K | 0.37% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 7,075 | $986.0K | 0.53% | +7,075 | New |
| Lebenthal Global Advisors, LLC | 7,109 | $990.7K | 0.20% | +56+0.8% | Added |
| Hanseatic Management Services Inc | 7,216 | $1.01M | 1.43% | +388+5.7% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $1.01M | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 7,329 | $1.02M | 0.23% | +5,057+222.6% | Added |
| Advisor Group Holdings, Inc. | 7,366 | $1.03M | 0.00% | +2,066+39.0% | Added |
| Brown Brothers Harriman & Co | 7,421 | $1.03M | 0.01% | −5,822−44.0% | Reduced |
| Baird Financial Group, Inc. | 7,430 | $1.04M | 0.00% | +37+0.5% | Added |
| Virtus ETF Advisers LLC | 7,453 | $1.04M | 0.49% | +142+1.9% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,583 | $1.06M | 0.49% | +35+0.5% | Added |
| Advisor OS, LLC | 7,628 | $1.06M | 0.11% | −2,981−28.1% | Reduced |
| CI Private Wealth, LLC | 7,668 | $1.07M | 0.00% | +2,030+36.0% | Added |
| International Assets Investment Management, LLC | 149,115 | $1.07M | 0.00% | +148,055+13,967.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 7,788 | $1.09M | 0.02% | +3,441+79.2% | Added |
| Connective Capital Management, LLC | 7,115 | $1.09M | 1.01% | +7,115 | New |
| Jefferies Financial Group Inc. | 7,900 | $1.10M | 0.02% | +52+0.7% | Added |
| AE Wealth Management LLC | 8,037 | $1.12M | 0.01% | −46−0.6% | Reduced |
| Caxton Associates LP | 8,110 | $1.13M | 0.05% | +8,110 | New |
| Crossmark Global Holdings, Inc. | 8,131 | $1.13M | 0.02% | +1,227+17.8% | Added |
| Creative Planning | 8,196 | $1.14M | 0.00% | +428+5.5% | Added |
| FourThought Financial Partners, LLC | 8,322 | $1.16M | 0.14% | −34−0.4% | Reduced |
| Chiron Investment Management, LLC | 8,391 | $1.17M | 0.41% | +8,391 | New |
| Group One Trading, L.P. | 8,417 | $1.17M | 0.05% | +2,644+45.8% | Added |
| Securian Asset Management, Inc | 8,442 | $1.18M | 0.03% | −100−1.2% | Reduced |
| Cumberland Partners Ltd | 8,500 | $1.18M | 0.08% | +2,000+30.8% | Added |
| The PNC Financial Services Group, Inc. | 8,839 | $1.23M | 0.00% | −315−3.4% | Reduced |
| Engineers Gate Manager LP | 9,032 | $1.26M | 0.02% | +1,489+19.7% | Added |
| National Bank of Canada | 9,210 | $1.28M | 0.00% | +1,598+21.0% | Added |
| Wolverine Trading, LLC | 9,350 | $1.29M | 0.03% | +5,408+137.2% | Added |
| O'Shaughnessy Asset Management, LLC | 8,571 | $1.30M | 0.01% | +2,444+39.9% | Added |
| MML Investors Services, LLC | 9,309 | $1.30M | 0.00% | +858+10.2% | Added |
| Dumont & Blake Investment Advisors LLC | 9,574 | $1.33M | 0.36% | −9,464−49.7% | Reduced |
| Inspire Advisors, LLC | 10,142 | $1.41M | 0.17% | −877−8.0% | Reduced |
| Gator Capital Management, LLC | 10,200 | $1.42M | 0.63% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 10,526 | $1.44M | 0.15% | +10,500+40,384.6% | Added |
| Scientech Research LLC | 10,415 | $1.45M | 0.29% | −3,827−26.9% | Reduced |
| Aviso Financial Inc. | 10,425 | $1.45M | 0.07% | −445−4.1% | Reduced |
| Qsemble Capital Management, LP | 10,448 | $1.46M | 0.27% | +1,989+23.5% | Added |
| Gsa Capital Partners LLP | 10,560 | $1.47M | 0.11% | +1,463+16.1% | Added |
| Vontobel Holding Ltd. | 10,598 | $1.48M | 0.00% | +610+6.1% | Added |
| Quadrature Capital Ltd | 10,640 | $1.48M | 0.03% | +10,640 | New |
| Public Employees Retirement Association of Colorado | 10,765 | $1.50M | 0.01% | 00.0% | Unchanged |
| Entropy Technologies, LP | 10,837 | $1.51M | 0.16% | −8,470−43.9% | Reduced |
| Chase Investment Counsel Corp | 11,000 | $1.53M | 0.51% | 00.0% | Unchanged |
| Owls Nest Partners IA, LLC | 11,000 | $1.53M | 0.39% | −122,794−91.8% | Reduced |
| D.A. Davidson & Co. | 11,290 | $1.57M | 0.01% | −142−1.2% | Reduced |
| M&T Bank Corp | 11,302 | $1.58M | 0.01% | −176−1.5% | Reduced |
| Mission Wealth Management, LP | 11,520 | $1.61M | 0.04% | +18+0.2% | Added |
| Trexquant Investment LP | 11,665 | $1.63M | 0.02% | −74,490−86.5% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,764 | $1.64M | 0.01% | +421+3.7% | Added |
| Xponance, Inc. | 11,914 | $1.66M | 0.02% | +256+2.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,936 | $1.66M | 0.00% | −549−4.4% | Reduced |
| Itau Unibanco Holding S.A. | 11,981 | $1.67M | 0.06% | −1,193−9.1% | Reduced |
| Aurora Investment Counsel | 12,146 | $1.69M | 0.92% | +12,146 | New |
| Pathstone Holdings, LLC | 12,348 | $1.72M | 0.01% | +811+7.0% | Added |
| JustInvest LLC | 12,457 | $1.74M | 0.03% | +753+6.4% | Added |
| Exchange Traded Concepts, LLC | 12,506 | $1.74M | 0.04% | −3,861−23.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 12,623 | $1.76M | 0.00% | −1,850−12.8% | Reduced |
| State of Alaska, Department of Revenue | 12,636 | $1.76M | 0.02% | +1,025+8.8% | Added |
| Independent Solutions Wealth Management, LLC | 13,242 | $1.85M | 0.42% | −369−2.7% | Reduced |
| Aspire Private Capital, LLC | 13,731 | $1.91M | 0.46% | +859+6.7% | Added |
| Toroso Investments, LLC | 13,820 | $1.93M | 0.02% | −14,631−51.4% | Reduced |
| Freedom Day Solutions, LLC | 14,805 | $2.06M | 0.64% | +14,805 | New |
| Fiduciary Family Office, LLC | 15,120 | $2.11M | 0.70% | −924−5.8% | Reduced |
| STRS Ohio | 15,201 | $2.12M | 0.01% | +749+5.2% | Added |
| BNP Paribas Arbitrage, SA | 15,302 | $2.13M | 0.00% | −10,019−39.6% | Reduced |
| Walleye Trading LLC | 15,351 | $2.14M | 0.05% | −1,749−10.2% | Reduced |
| S&CO Inc | 15,375 | $2.14M | 0.14% | 00.0% | Unchanged |
| Vestcor Inc | 15,986 | $2.23M | 0.07% | +868+5.7% | Added |
| Commonwealth Equity Services, LLC | 16,018 | $2.23M | 0.00% | +1,763+12.4% | Added |
| Fifth Third Bancorp | 16,510 | $2.30M | 0.01% | +14,361+668.3% | Added |
| XTX Topco Ltd | 16,601 | $2.31M | 0.17% | +14,084+559.6% | Added |
| Uncommon Cents Investing LLC | 17,030 | $2.37M | 0.67% | +170+1.0% | Added |
| Amundi | 16,636 | $2.46M | 0.00% | +12,439+296.4% | Added |
| Wellington Management Group LLP | 17,894 | $2.49M | 0.00% | −32,831−64.7% | Reduced |
| AIA Group Ltd | 18,300 | $2.55M | 0.07% | +1,200+7.0% | Added |
| Prudential Financial Inc | 18,387 | $2.56M | 0.00% | −2,493−11.9% | Reduced |
| US Bancorp | 18,618 | $2.60M | 0.00% | −503−2.6% | Reduced |
| Insight Wealth Strategies, LLC | 18,686 | $2.60M | 0.34% | +125+0.7% | Added |
| Natixis Advisors, L.P. | 18,834 | $2.63M | 0.01% | −1,874−9.0% | Reduced |
| Wealthfront Advisers LLC | 19,106 | $2.66M | 0.01% | +9,000+89.1% | Added |
| Heartland Advisors Inc | 19,576 | $2.73M | 0.14% | −7,453−27.6% | Reduced |
| Bank of Nova Scotia | 19,693 | $2.74M | 0.01% | −4,775−19.5% | Reduced |
| TD Private Client Wealth LLC | 19,797 | $2.76M | 0.08% | +69+0.3% | Added |
| New Mexico Educational Retirement Board | 21,060 | $2.94M | 0.10% | 00.0% | Unchanged |
| DRW Securities, LLC | 21,361 | $2.98M | 0.16% | +21,361 | New |
| Oregon Public Employees Retirement Fund | 22,150 | $3.09M | 0.06% | −100−0.4% | Reduced |
| Nordea Investment Management AB | 22,429 | $3.10M | 0.00% | +1,750+8.5% | Added |
| Ameritas Investment Partners, Inc. | 22,329 | $3.11M | 0.10% | −453−2.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 22,881 | $3.19M | 0.02% | −467−2.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,250 | $3.24M | 0.01% | +237+1.0% | Added |
| TCW Group Inc | 23,381 | $3.26M | 0.03% | −2,062−8.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,991 | $3.34M | 0.02% | +251+1.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,146 | $3.36M | 0.08% | +240+1.0% | Added |
| Schonfeld Strategic Advisors LLC | 24,394 | $3.40M | 0.03% | +6,919+39.6% | Added |
| Jane Street Group, LLC | 24,684 | $3.44M | 0.01% | −19,629−44.3% | Reduced |
| Bessemer Group Inc | 24,724 | $3.44M | 0.01% | +24,601+20,000.8% | Added |
| Epacria Capital Partners, LLC | 24,906 | $3.47M | 2.37% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 25,067 | $3.49M | 0.49% | +25,067 | New |