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 |
|---|---|---|---|---|---|
| Rovida Advisors Inc. | 100,000 | $13.9M | 4.39% | 00.0% | Unchanged |
| California State Teachers Retirement System | 96,586 | $13.5M | 0.02% | −3,011−3.0% | Reduced |
| Deutsche Bank AG | 95,888 | $13.4M | 0.01% | +70,579+278.9% | Added |
| Great West Life Assurance Co | 95,275 | $13.3M | 0.02% | +5,643+6.3% | Added |
| Scout Investments, Inc. | 86,345 | $13.1M | 0.34% | −64,801−42.9% | Reduced |
| Manufacturers Life Insurance Company, The | 90,911 | $12.7M | 0.01% | −1,869−2.0% | Reduced |
| Martingale Asset Management L P | 90,660 | $12.6M | 0.29% | +44,598+96.8% | Added |
| First Trust Advisors LP | 86,889 | $12.1M | 0.01% | +20,671+31.2% | Added |
| Walleye Capital LLC | 84,723 | $11.8M | 0.13% | +68,774+431.2% | Added |
| Two Sigma Advisers, LP | 83,800 | $11.7M | 0.03% | +59,600+246.3% | Added |
| Winmill & Co. Inc | 81,800 | $11.4M | 3.84% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 81,718 | $11.4M | 3.55% | −4,763−5.5% | Reduced |
| Man Group plc | 77,523 | $10.8M | 0.03% | +1,796+2.4% | Added |
| Janney Montgomery Scott LLC | 76,738 | $10.7M | 0.03% | +278+0.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 74,149 | $10.3M | 0.01% | −2,935−3.8% | Reduced |
| HighTower Advisors, LLC | 72,636 | $10.1M | 0.01% | +30,257+71.4% | Added |
| Janus Henderson Group PLC | 70,243 | $9.79M | 0.01% | −4,073−5.5% | Reduced |
| New York State Teachers Retirement System | 69,893 | $9.74M | 0.02% | 00.0% | Unchanged |
| Global Endowment Management, LP | 69,876 | $9.74M | 0.98% | +63,696+1,030.7% | Added |
| New York State Common Retirement Fund | 69,002 | $9.62M | 0.01% | −8,200−10.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63,230 | $9.37M | 0.08% | +63,230 | New |
| Stony Point Capital LLC | 66,626 | $9.28M | 2.22% | +1,603+2.5% | Added |
| American Century Companies Inc | 64,740 | $9.02M | 0.01% | −30,490−32.0% | Reduced |
| Warther Private Wealth, LLC | 64,575 | $9.00M | 3.17% | +32,575+101.8% | Added |
| SEI Investments Co | 61,952 | $8.63M | 0.01% | +9,476+18.1% | Added |
| Truist Financial Corp | 60,932 | $8.49M | 0.01% | −4,638−7.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 60,000 | $8.36M | 0.02% | +60,000 | New |
| Price T Rowe Associates Inc | 59,412 | $8.28M | 0.00% | +3,813+6.9% | Added |
| Mutual of America Capital Management LLC | 58,820 | $8.20M | 0.09% | −2,506−4.1% | Reduced |
| MetLife Investment Management | 56,195 | $7.83M | 0.04% | −149−0.3% | Reduced |
| Teacher Retirement System of Texas | 56,175 | $7.83M | 0.04% | +41,791+290.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 53,545 | $7.46M | 0.80% | +1,047+2.0% | Added |
| Barclays PLC | 52,759 | $7.35M | 0.00% | +21,393+68.2% | Added |
| Sparta 24 Ltd. | 52,177 | $7.27M | 6.66% | −31,503−37.6% | Reduced |
| Amalgamated Bank | 51,639 | $7.20M | 0.06% | −14,919−22.4% | Reduced |
| Marvin & Palmer Associates Inc | 48,854 | $6.81M | 5.71% | +7,204+17.3% | Added |
| Cozad Asset Management Inc | 48,419 | $6.75M | 0.64% | −2,996−5.8% | Reduced |
| Treasurer of the State of North Carolina | 47,430 | $6.61M | 0.03% | −14,558−23.5% | Reduced |
| Antipodes Partners Ltd | 46,912 | $6.54M | 0.23% | −198,475−80.9% | Reduced |
| Harbor Advisors LLC | 46,708 | $6.51M | 1.09% | 00.0% | Unchanged |
| Scotia Capital Inc. | 46,330 | $6.46M | 0.03% | −429−0.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 46,018 | $6.41M | 0.03% | +37,549+443.4% | Added |
| CWM Advisors, LLC | 45,587 | $6.35M | 0.65% | +2,188+5.0% | Added |
| Comerica Bank | 45,513 | $6.34M | 0.03% | −4,210−8.5% | Reduced |
| State of Tennessee, Treasury Department | 45,408 | $6.33M | 0.02% | 00.0% | Unchanged |
| AWH Capital, L.P. | 45,000 | $6.27M | 5.60% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 44,786 | $6.24M | 0.27% | +36,135+417.7% | Added |
| Cetera Investment Advisers | 44,167 | $6.16M | 0.01% | +1,860+4.4% | Added |
| Crawford Fund Management, LLC | 44,158 | $6.15M | 4.54% | −12,242−21.7% | Reduced |
| Credit Agricole S A | 41,396 | $5.77M | 0.03% | +28,187+213.4% | Added |
| Yousif Capital Management, LLC | 39,820 | $5.55M | 0.06% | −4,991−11.1% | Reduced |
| Public Employees Retirement System of Ohio | 38,606 | $5.38M | 0.02% | −1,265−3.2% | Reduced |
| Twin Tree Management, LP | 38,317 | $5.34M | 0.12% | +13,432+54.0% | Added |
| NewEdge Wealth, LLC | 37,804 | $5.27M | 0.10% | +2,268+6.4% | Added |
| Vestmark Advisory Solutions, Inc. | 37,713 | $5.26M | 0.20% | +2,378+6.7% | Added |
| Pinnbrook Capital Management LP | 37,239 | $5.19M | 1.57% | +1,930+5.5% | Added |
| SkyView Investment Advisors, LLC | 36,971 | $5.15M | 0.86% | +460+1.3% | Added |
| State of New Jersey Common Pension Fund D | 36,541 | $5.09M | 0.02% | −1,599−4.2% | Reduced |
| Pinebridge Investments, L.P. | 34,237 | $4.77M | 0.04% | +6,199+22.1% | Added |
| Graham Capital Management, L.P. | 33,935 | $4.73M | 0.16% | −31,423−48.1% | Reduced |
| Zacks Investment Management | 33,908 | $4.73M | 0.04% | +33,908 | New |
| Handelsbanken Fonder AB | 33,308 | $4.64M | 0.02% | −10,052−23.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 32,530 | $4.53M | 0.04% | −940−2.8% | Reduced |
| Intech Investment Management LLC | 32,511 | $4.53M | 0.05% | +15,278+88.7% | Added |
| Atria Investments LLC | 31,801 | $4.43M | 0.06% | +510+1.6% | Added |
| ExodusPoint Capital Management, LP | 31,604 | $4.40M | 0.05% | +12,095+62.0% | Added |
| TD Waterhouse Canada Inc. | 31,335 | $4.32M | 0.04% | +2,973+10.5% | Added |
| Jump Financial, LLC | 30,683 | $4.28M | 0.09% | +13,030+73.8% | Added |
| Gotham Asset Management, LLC | 30,520 | $4.25M | 0.04% | −979−3.1% | Reduced |
| Louisiana State Employees Retirement System | 30,200 | $4.21M | 0.08% | −100−0.3% | Reduced |
| Factory Mutual Insurance Co | 30,000 | $4.18M | 0.04% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 29,829 | $4.16M | 0.05% | −456−1.5% | Reduced |
| Sanctuary Advisors, LLC | 21,637 | $4.15M | 0.03% | +1,283+6.3% | Added |
| Bank of Montreal | 30,039 | $4.13M | 0.00% | −5,067−14.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 29,400 | $4.10M | 0.06% | +29,400 | New |
| Arizona State Retirement System | 29,300 | $4.08M | 0.03% | +816+2.9% | Added |
| CWA Asset Management Group, LLC | 28,197 | $3.93M | 0.21% | +28,197 | New |
| Prescott Group Capital Management, L.L.C. | 27,919 | $3.89M | 0.57% | +5,000+21.8% | Added |
| Bridgewater Associates, LP | 27,546 | $3.84M | 0.02% | +6,950+33.7% | Added |
| PenderFund Capital Management Ltd. | 20,038 | $3.78M | 0.87% | −10,600−34.6% | Reduced |
| Pacer Advisors, Inc. | 26,243 | $3.66M | 0.01% | +10,197+63.5% | Added |
| EULAV Asset Management | 26,000 | $3.62M | 0.09% | −1,000−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 25,974 | $3.62M | 0.03% | +2,447+10.4% | Added |
| State of Michigan Retirement System | 25,879 | $3.61M | 0.02% | +100+0.4% | Added |
| Thrivent Financial for Lutherans | 25,569 | $3.56M | 0.01% | −311−1.2% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 25,265 | $3.52M | 0.04% | +25,265 | New |
| USS Investment Management Ltd | 25,200 | $3.51M | 0.03% | −3,842−13.2% | Reduced |
| Stanley-Laman Group, Ltd. | 25,067 | $3.49M | 0.49% | +25,067 | New |
| Epacria Capital Partners, LLC | 24,906 | $3.47M | 2.37% | 00.0% | Unchanged |
| Bessemer Group Inc | 24,724 | $3.44M | 0.01% | +24,601+20,000.8% | Added |
| Jane Street Group, LLC | 24,684 | $3.44M | 0.01% | −19,629−44.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 24,394 | $3.40M | 0.03% | +6,919+39.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,146 | $3.36M | 0.08% | +240+1.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,991 | $3.34M | 0.02% | +251+1.1% | Added |
| TCW Group Inc | 23,381 | $3.26M | 0.03% | −2,062−8.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,250 | $3.24M | 0.01% | +237+1.0% | Added |
| Federation des caisses Desjardins du Quebec | 22,881 | $3.19M | 0.02% | −467−2.0% | Reduced |
| Ameritas Investment Partners, Inc. | 22,329 | $3.11M | 0.10% | −453−2.0% | Reduced |
| Nordea Investment Management AB | 22,429 | $3.10M | 0.00% | +1,750+8.5% | Added |
| Oregon Public Employees Retirement Fund | 22,150 | $3.09M | 0.06% | −100−0.4% | Reduced |