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 |
|---|---|---|---|---|---|
| USS Investment Management Ltd | 25,200 | $3.51M | 0.03% | −3,842−13.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,265 | $3.52M | 0.04% | +25,265 | New |
| Thrivent Financial for Lutherans | 25,569 | $3.56M | 0.01% | −311−1.2% | Reduced |
| State of Michigan Retirement System | 25,879 | $3.61M | 0.02% | +100+0.4% | Added |
| Steward Partners Investment Advisory, LLC | 25,974 | $3.62M | 0.03% | +2,447+10.4% | Added |
| EULAV Asset Management | 26,000 | $3.62M | 0.09% | −1,000−3.7% | Reduced |
| Pacer Advisors, Inc. | 26,243 | $3.66M | 0.01% | +10,197+63.5% | Added |
| PenderFund Capital Management Ltd. | 20,038 | $3.78M | 0.87% | −10,600−34.6% | Reduced |
| Bridgewater Associates, LP | 27,546 | $3.84M | 0.02% | +6,950+33.7% | Added |
| Prescott Group Capital Management, L.L.C. | 27,919 | $3.89M | 0.57% | +5,000+21.8% | Added |
| CWA Asset Management Group, LLC | 28,197 | $3.93M | 0.21% | +28,197 | New |
| Arizona State Retirement System | 29,300 | $4.08M | 0.03% | +816+2.9% | Added |
| Thompson Siegel & Walmsley LLC | 29,400 | $4.10M | 0.06% | +29,400 | New |
| Bank of Montreal | 30,039 | $4.13M | 0.00% | −5,067−14.4% | Reduced |
| Sanctuary Advisors, LLC | 21,637 | $4.15M | 0.03% | +1,283+6.3% | Added |
| Resources Investment Advisors, LLC. | 29,829 | $4.16M | 0.05% | −456−1.5% | Reduced |
| Factory Mutual Insurance Co | 30,000 | $4.18M | 0.04% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 30,200 | $4.21M | 0.08% | −100−0.3% | Reduced |
| Gotham Asset Management, LLC | 30,520 | $4.25M | 0.04% | −979−3.1% | Reduced |
| Jump Financial, LLC | 30,683 | $4.28M | 0.09% | +13,030+73.8% | Added |
| TD Waterhouse Canada Inc. | 31,335 | $4.32M | 0.04% | +2,973+10.5% | Added |
| ExodusPoint Capital Management, LP | 31,604 | $4.40M | 0.05% | +12,095+62.0% | Added |
| Atria Investments LLC | 31,801 | $4.43M | 0.06% | +510+1.6% | Added |
| Intech Investment Management LLC | 32,511 | $4.53M | 0.05% | +15,278+88.7% | Added |
| Teachers Retirement System of the State of Kentucky | 32,530 | $4.53M | 0.04% | −940−2.8% | Reduced |
| Handelsbanken Fonder AB | 33,308 | $4.64M | 0.02% | −10,052−23.2% | Reduced |
| Zacks Investment Management | 33,908 | $4.73M | 0.04% | +33,908 | New |
| Graham Capital Management, L.P. | 33,935 | $4.73M | 0.16% | −31,423−48.1% | Reduced |
| Pinebridge Investments, L.P. | 34,237 | $4.77M | 0.04% | +6,199+22.1% | Added |
| State of New Jersey Common Pension Fund D | 36,541 | $5.09M | 0.02% | −1,599−4.2% | Reduced |
| SkyView Investment Advisors, LLC | 36,971 | $5.15M | 0.86% | +460+1.3% | Added |
| Pinnbrook Capital Management LP | 37,239 | $5.19M | 1.57% | +1,930+5.5% | Added |
| Vestmark Advisory Solutions, Inc. | 37,713 | $5.26M | 0.20% | +2,378+6.7% | Added |
| NewEdge Wealth, LLC | 37,804 | $5.27M | 0.10% | +2,268+6.4% | Added |
| Twin Tree Management, LP | 38,317 | $5.34M | 0.12% | +13,432+54.0% | Added |
| Public Employees Retirement System of Ohio | 38,606 | $5.38M | 0.02% | −1,265−3.2% | Reduced |
| Yousif Capital Management, LLC | 39,820 | $5.55M | 0.06% | −4,991−11.1% | Reduced |
| Credit Agricole S A | 41,396 | $5.77M | 0.03% | +28,187+213.4% | Added |
| Crawford Fund Management, LLC | 44,158 | $6.15M | 4.54% | −12,242−21.7% | Reduced |
| Cetera Investment Advisers | 44,167 | $6.16M | 0.01% | +1,860+4.4% | Added |
| Edgestream Partners, L.P. | 44,786 | $6.24M | 0.27% | +36,135+417.7% | Added |
| AWH Capital, L.P. | 45,000 | $6.27M | 5.60% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 45,408 | $6.33M | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 45,513 | $6.34M | 0.03% | −4,210−8.5% | Reduced |
| CWM Advisors, LLC | 45,587 | $6.35M | 0.65% | +2,188+5.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 46,018 | $6.41M | 0.03% | +37,549+443.4% | Added |
| Scotia Capital Inc. | 46,330 | $6.46M | 0.03% | −429−0.9% | Reduced |
| Harbor Advisors LLC | 46,708 | $6.51M | 1.09% | 00.0% | Unchanged |
| Antipodes Partners Ltd | 46,912 | $6.54M | 0.23% | −198,475−80.9% | Reduced |
| Treasurer of the State of North Carolina | 47,430 | $6.61M | 0.03% | −14,558−23.5% | Reduced |
| Cozad Asset Management Inc | 48,419 | $6.75M | 0.64% | −2,996−5.8% | Reduced |
| Marvin & Palmer Associates Inc | 48,854 | $6.81M | 5.71% | +7,204+17.3% | Added |
| Amalgamated Bank | 51,639 | $7.20M | 0.06% | −14,919−22.4% | Reduced |
| Sparta 24 Ltd. | 52,177 | $7.27M | 6.66% | −31,503−37.6% | Reduced |
| Barclays PLC | 52,759 | $7.35M | 0.00% | +21,393+68.2% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 53,545 | $7.46M | 0.80% | +1,047+2.0% | Added |
| Teacher Retirement System of Texas | 56,175 | $7.83M | 0.04% | +41,791+290.5% | Added |
| MetLife Investment Management | 56,195 | $7.83M | 0.04% | −149−0.3% | Reduced |
| Mutual of America Capital Management LLC | 58,820 | $8.20M | 0.09% | −2,506−4.1% | Reduced |
| Price T Rowe Associates Inc | 59,412 | $8.28M | 0.00% | +3,813+6.9% | Added |
| Robeco Institutional Asset Management B.V. | 60,000 | $8.36M | 0.02% | +60,000 | New |
| Truist Financial Corp | 60,932 | $8.49M | 0.01% | −4,638−7.1% | Reduced |
| SEI Investments Co | 61,952 | $8.63M | 0.01% | +9,476+18.1% | Added |
| Warther Private Wealth, LLC | 64,575 | $9.00M | 3.17% | +32,575+101.8% | Added |
| American Century Companies Inc | 64,740 | $9.02M | 0.01% | −30,490−32.0% | Reduced |
| Stony Point Capital LLC | 66,626 | $9.28M | 2.22% | +1,603+2.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63,230 | $9.37M | 0.08% | +63,230 | New |
| New York State Common Retirement Fund | 69,002 | $9.62M | 0.01% | −8,200−10.6% | Reduced |
| Global Endowment Management, LP | 69,876 | $9.74M | 0.98% | +63,696+1,030.7% | Added |
| New York State Teachers Retirement System | 69,893 | $9.74M | 0.02% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 70,243 | $9.79M | 0.01% | −4,073−5.5% | Reduced |
| HighTower Advisors, LLC | 72,636 | $10.1M | 0.01% | +30,257+71.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 74,149 | $10.3M | 0.01% | −2,935−3.8% | Reduced |
| Janney Montgomery Scott LLC | 76,738 | $10.7M | 0.03% | +278+0.4% | Added |
| Man Group plc | 77,523 | $10.8M | 0.03% | +1,796+2.4% | Added |
| O'Brien Greene & Co. Inc | 81,718 | $11.4M | 3.55% | −4,763−5.5% | Reduced |
| Winmill & Co. Inc | 81,800 | $11.4M | 3.84% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 83,800 | $11.7M | 0.03% | +59,600+246.3% | Added |
| Walleye Capital LLC | 84,723 | $11.8M | 0.13% | +68,774+431.2% | Added |
| First Trust Advisors LP | 86,889 | $12.1M | 0.01% | +20,671+31.2% | Added |
| Martingale Asset Management L P | 90,660 | $12.6M | 0.29% | +44,598+96.8% | Added |
| Manufacturers Life Insurance Company, The | 90,911 | $12.7M | 0.01% | −1,869−2.0% | Reduced |
| Scout Investments, Inc. | 86,345 | $13.1M | 0.34% | −64,801−42.9% | Reduced |
| Great West Life Assurance Co | 95,275 | $13.3M | 0.02% | +5,643+6.3% | Added |
| Deutsche Bank AG | 95,888 | $13.4M | 0.01% | +70,579+278.9% | Added |
| California State Teachers Retirement System | 96,586 | $13.5M | 0.02% | −3,011−3.0% | Reduced |
| Rovida Advisors Inc. | 100,000 | $13.9M | 4.39% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 100,030 | $13.9M | 0.03% | 00.0% | Unchanged |
| Cooper Investors Pty Ltd | 101,718 | $14.2M | 2.11% | −46,358−31.3% | Reduced |
| Assenagon Asset Management S.A. | 108,950 | $15.2M | 0.03% | +100,003+1,117.7% | Added |
| KBC Group NV | 109,158 | $15.2M | 0.05% | +3,211+3.0% | Added |
| Two Sigma Investments, LP | 110,194 | $15.4M | 0.03% | +51,142+86.6% | Added |
| Trivest Advisors Ltd | 112,600 | $15.7M | 0.89% | +112,600 | New |
| Gabelli Funds LLC | 116,200 | $16.2M | 0.12% | −14,549−11.1% | Reduced |
| Mawer Investment Management Ltd. | 117,057 | $16.3M | 0.07% | +3,652+3.2% | Added |
| Citadel Advisors LLC | 122,297 | $17.0M | 0.02% | −92,029−42.9% | Reduced |
| Progeny 3, Inc. | 127,000 | $17.7M | 1.49% | +127,000 | New |
| Corebridge Financial, Inc. | 128,679 | $17.9M | 0.10% | −6,776−5.0% | Reduced |
| Russell Investments Group, Ltd. | 130,787 | $18.2M | 0.03% | +2,655+2.1% | Added |
| Susquehanna International Group, LLP | 134,958 | $18.8M | 0.03% | +106,689+377.4% | Added |