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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 137,375 | $19.1M | 0.63% | −5,510−3.9% | Reduced |
| Brooktree Capital Management | 137,612 | $19.2M | 15.58% | −1,397−1.0% | Reduced |
| Firetrail Investments Pty Ltd | 138,749 | $19.3M | 5.56% | −27,824−16.7% | Reduced |
| LPL Financial LLC | 138,837 | $19.3M | 0.01% | +11,634+9.1% | Added |
| Allianz Asset Management GmbH | 145,963 | $20.3M | 0.03% | +38,465+35.8% | Added |
| Quinn Opportunity Partners LLC | 146,057 | $20.4M | 2.03% | +135,957+1,346.1% | Added |
| Canada Pension Plan Investment Board | 149,560 | $20.8M | 0.02% | +66,667+80.4% | Added |
| Kodai Capital Management LP | 150,708 | $21.0M | 0.44% | +150,708 | New |
| Lansing Management LP | 153,398 | $21.4M | 15.30% | +4,500+3.0% | Added |
| Alliancebernstein L.P. | 156,580 | $21.8M | 0.01% | +13,449+9.4% | Added |
| State of Wisconsin Investment Board | 165,355 | $23.0M | 0.06% | −2,402−1.4% | Reduced |
| Victory Capital Management Inc | 165,651 | $23.1M | 0.02% | −7,881−4.5% | Reduced |
| Governors Lane LP | 166,900 | $23.3M | 3.64% | +27,469+19.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 168,413 | $23.5M | 0.47% | −74,138−30.6% | Reduced |
| Stifel Financial Corp | 169,247 | $23.6M | 0.02% | +9,716+6.1% | Added |
| Lord, Abbett & Co. LLC | 180,000 | $25.1M | 0.08% | +180,000 | New |
| Waverton Investment Management Ltd | 193,349 | $26.9M | 0.44% | +193,349 | New |
| Swiss National Bank | 198,700 | $27.7M | 0.02% | −1,500−0.7% | Reduced |
| Verition Fund Management LLC | 203,420 | $28.3M | 0.19% | +93,298+84.7% | Added |
| California Public Employees Retirement System | 203,479 | $28.4M | 0.02% | −1,070−0.5% | Reduced |
| Ameriprise Financial Inc | 220,350 | $30.7M | 0.01% | +61,046+38.3% | Added |
| Polar Capital Holdings Plc | 232,638 | $32.4M | 0.19% | −20,565−8.1% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 252,747 | $35.2M | 2.44% | +43,000+20.5% | Added |
| HSBC Holdings PLC | 256,080 | $35.6M | 0.02% | +46,110+22.0% | Added |
| Allspring Global Investments Holdings, LLC | 258,353 | $36.0M | 0.06% | +187,010+262.1% | Added |
| Nuveen Asset Management, LLC | 260,172 | $36.3M | 0.01% | −2,657−1.0% | Reduced |
| UBS Asset Management Americas Inc | 262,200 | $36.5M | 0.01% | −24,750−8.6% | Reduced |
| Retirement Systems of Alabama | 263,338 | $36.7M | 0.14% | +110.0% | Added |
| Federated Hermes, Inc. | 268,345 | $37.4M | 0.08% | +6,183+2.4% | Added |
| Hosking Partners LLP | 274,530 | $38.3M | 1.48% | +12,813+4.9% | Added |
| Marathon Asset Mgmt Ltd | 275,856 | $38.4M | 1.06% | −29,121−9.5% | Reduced |
| Dimensional Fund Advisors LP | 283,433 | $39.5M | 0.01% | −18,255−6.1% | Reduced |
| Rhumbline Advisers | 283,549 | $39.5M | 0.04% | −81,086−22.2% | Reduced |
| Goldman Sachs Group Inc | 290,462 | $40.5M | 0.01% | +75,172+34.9% | Added |
| Oakcliff Capital Partners, LP | 302,647 | $42.2M | 21.21% | 00.0% | Unchanged |
| UBS Group AG | 306,786 | $42.8M | 0.01% | +90,283+41.7% | Added |
| Pictet Asset Management Holding SA | 313,760 | $43.7M | 0.05% | −70,247−18.3% | Reduced |
| RV Capital GmbH | 315,547 | $44.0M | 9.07% | +5,600+1.8% | Added |
| Hengistbury Investment Partners LLP | 318,096 | $44.3M | 18.17% | +199,096+167.3% | Added |
| Coronation Fund Managers Ltd. | 325,752 | $45.4M | 2.52% | −54,938−14.4% | Reduced |
| D. E. Shaw & Co., Inc. | 336,740 | $46.9M | 0.06% | +199,335+145.1% | Added |
| Squarepoint Ops LLC | 337,232 | $47.0M | 0.15% | +211,399+168.0% | Added |
| Envestnet Asset Management Inc | 342,468 | $47.7M | 0.02% | +12,491+3.8% | Added |
| TimesSquare Capital Management, LLC | 354,105 | $49.3M | 0.74% | −62,160−14.9% | Reduced |
| Legal & General Group Plc | 361,150 | $50.3M | 0.01% | +44,108+13.9% | Added |
| Principal Financial Group Inc | 366,204 | $51.0M | 0.03% | −93,941−20.4% | Reduced |
| Citigroup Inc | 377,220 | $52.6M | 0.05% | +16,984+4.7% | Added |
| Renaissance Technologies LLC | 379,000 | $52.8M | 0.08% | +217,400+134.5% | Added |
| Abrams Bison Investments, LLC | 408,000 | $56.9M | 4.91% | 00.0% | Unchanged |
| Hudson Way Capital Management LLC | 424,877 | $59.2M | 7.43% | +15,795+3.9% | Added |
| Ancient Art, L.P. | 456,364 | $63.6M | 14.72% | −68,810−13.1% | Reduced |
| Ensign Peak Advisors, Inc | 477,008 | $66.5M | 0.12% | −1,041−0.2% | Reduced |
| Raymond James & Associates | 490,135 | $68.3M | 0.04% | +59,340+13.8% | Added |
| FIL Ltd | 498,526 | $69.5M | 0.06% | −13,462−2.6% | Reduced |
| Invesco Ltd. | 551,115 | $76.8M | 0.01% | +80,108+17.0% | Added |
| 1832 Asset Management L.P. | 564,725 | $78.7M | 0.13% | −2,307−0.4% | Reduced |
| Agf Management Ltd | 569,893 | $79.4M | 0.40% | +23,422+4.3% | Added |
| Millennium Management LLC | 581,536 | $81.0M | 0.07% | −500,481−46.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 600,104 | $83.6M | 0.06% | +600,104 | New |
| Royal Bank of Canada | 609,136 | $84.9M | 0.02% | +42,777+7.6% | Added |
| Empower Advisory Group, LLC | 685,135 | $95.5M | 0.32% | +7,393+1.1% | Added |
| Jacobs Levy Equity Management, Inc | 708,333 | $98.7M | 0.38% | +61,798+9.6% | Added |
| Northern Trust Corp | 763,989 | $106.5M | 0.02% | −9,552−1.2% | Reduced |
| Charles Schwab Investment Management Inc | 799,423 | $111.4M | 0.02% | +17,195+2.2% | Added |
| Bronte Capital Management Pty Ltd. | 833,627 | $116.2M | 9.44% | +23,828+2.9% | Added |
| Bank of New York Mellon Corp | 839,390 | $117.0M | 0.02% | −88,877−9.6% | Reduced |
| Bamco Inc | 912,608 | $127.2M | 0.34% | +127,640+16.3% | Added |
| Wells Fargo & Company | 1,002,950 | $139.8M | 0.03% | +177,475+21.5% | Added |
| Voya Investment Management LLC | 1,082,556 | $150.9M | 0.16% | −337,176−23.7% | Reduced |
| FMR LLC | 1,094,598 | $152.5M | 0.01% | +119,187+12.2% | Added |
| Bares Capital Management, Inc. | 1,116,524 | $155.6M | 14.16% | −1,416,141−55.9% | Reduced |
| Neuberger Berman Group LLC | 1,162,815 | $161.9M | 0.13% | −68,199−5.5% | Reduced |
| Bank of America Corp | 1,221,786 | $170.3M | 0.01% | +36,924+3.1% | Added |
| Norges Bank | 1,280,929 | $178.5M | 0.02% | −367,923−22.3% | Reduced |
| Marshall Wace, LLP | 1,391,096 | $193.9M | 0.25% | −1,115,963−44.5% | Reduced |
| Morgan Stanley | 1,397,274 | $194.7M | 0.01% | −20,556−1.4% | Reduced |
| Jarislowsky, Fraser Ltd | 1,454,505 | $202.7M | 1.13% | −74,285−4.9% | Reduced |
| Geode Capital Management, LLC | 2,065,535 | $287.9M | 0.02% | +106,392+5.4% | Added |
| Greenwich Wealth Management LLC | 2,979,223 | $415.2M | 28.24% | −1490.0% | Reduced |
| State Street Corp | 3,222,135 | $449.0M | 0.02% | +52,911+1.7% | Added |
| Cantillon Capital Management LLC | 3,377,643 | $470.7M | 2.88% | −100,932−2.9% | Reduced |
| Egerton Capital (UK) LLP | 3,382,513 | $471.4M | 4.76% | +249,143+8.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,883,225 | $541.2M | 1.19% | +98,094+2.6% | Added |
| JPMorgan Chase & Co | 4,017,082 | $559.8M | 0.04% | +11,379+0.3% | Added |
| Orbis Allan Gray Ltd | 6,503,137 | $906.3M | 4.80% | −458,590−6.6% | Reduced |
| BlackRock, Inc. | 9,572,432 | $1.33B | 0.03% | +9,572,432 | New |
| Vanguard Group Inc | 10,199,141 | $1.42B | 0.03% | +281,901+2.8% | Added |
| Cercano Management LLC | 0 | $0 | 0.00% | −219,925−100.0% | Sold out |
| Noked Israel Ltd | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −71,088−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −51,147−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −48,333−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −26,646−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,003−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −21,984−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,960−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −16,058−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −15,809−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,621−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −14,613−100.0% | Sold out |