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 |
|---|---|---|---|---|---|
| Gould Capital, LLC | 0 | $0 | 0.00% | −11,390−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −11,122−100.0% | Sold out |
| BIT Capital GmbH | 0 | $0 | 0.00% | −8,392−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −7,417−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −7,232−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −6,532−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −6,253−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,911−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −4,076−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,639−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −2,875−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,860−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,405−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −1,843−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Precision Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,785−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,649−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,396−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Global X Japan Co., Ltd. | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Hyman Charles D | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |