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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 21,361 | $2.98M | 0.16% | +21,361 | New |
| New Mexico Educational Retirement Board | 21,060 | $2.94M | 0.10% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19,797 | $2.76M | 0.08% | +69+0.3% | Added |
| Bank of Nova Scotia | 19,693 | $2.74M | 0.01% | −4,775−19.5% | Reduced |
| Heartland Advisors Inc | 19,576 | $2.73M | 0.14% | −7,453−27.6% | Reduced |
| Wealthfront Advisers LLC | 19,106 | $2.66M | 0.01% | +9,000+89.1% | Added |
| Natixis Advisors, L.P. | 18,834 | $2.63M | 0.01% | −1,874−9.0% | Reduced |
| Insight Wealth Strategies, LLC | 18,686 | $2.60M | 0.34% | +125+0.7% | Added |
| US Bancorp | 18,618 | $2.60M | 0.00% | −503−2.6% | Reduced |
| Prudential Financial Inc | 18,387 | $2.56M | 0.00% | −2,493−11.9% | Reduced |
| AIA Group Ltd | 18,300 | $2.55M | 0.07% | +1,200+7.0% | Added |
| Wellington Management Group LLP | 17,894 | $2.49M | 0.00% | −32,831−64.7% | Reduced |
| Amundi | 16,636 | $2.46M | 0.00% | +12,439+296.4% | Added |
| Uncommon Cents Investing LLC | 17,030 | $2.37M | 0.67% | +170+1.0% | Added |
| XTX Topco Ltd | 16,601 | $2.31M | 0.17% | +14,084+559.6% | Added |
| Fifth Third Bancorp | 16,510 | $2.30M | 0.01% | +14,361+668.3% | Added |
| Commonwealth Equity Services, LLC | 16,018 | $2.23M | 0.00% | +1,763+12.4% | Added |
| Vestcor Inc | 15,986 | $2.23M | 0.07% | +868+5.7% | Added |
| S&CO Inc | 15,375 | $2.14M | 0.14% | 00.0% | Unchanged |
| Walleye Trading LLC | 15,351 | $2.14M | 0.05% | −1,749−10.2% | Reduced |
| BNP Paribas Arbitrage, SA | 15,302 | $2.13M | 0.00% | −10,019−39.6% | Reduced |
| STRS Ohio | 15,201 | $2.12M | 0.01% | +749+5.2% | Added |
| Fiduciary Family Office, LLC | 15,120 | $2.11M | 0.70% | −924−5.8% | Reduced |
| Freedom Day Solutions, LLC | 14,805 | $2.06M | 0.64% | +14,805 | New |
| Toroso Investments, LLC | 13,820 | $1.93M | 0.02% | −14,631−51.4% | Reduced |
| Aspire Private Capital, LLC | 13,731 | $1.91M | 0.46% | +859+6.7% | Added |
| Independent Solutions Wealth Management, LLC | 13,242 | $1.85M | 0.42% | −369−2.7% | Reduced |
| State of Alaska, Department of Revenue | 12,636 | $1.76M | 0.02% | +1,025+8.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 12,623 | $1.76M | 0.00% | −1,850−12.8% | Reduced |
| Exchange Traded Concepts, LLC | 12,506 | $1.74M | 0.04% | −3,861−23.6% | Reduced |
| JustInvest LLC | 12,457 | $1.74M | 0.03% | +753+6.4% | Added |
| Pathstone Holdings, LLC | 12,348 | $1.72M | 0.01% | +811+7.0% | Added |
| Aurora Investment Counsel | 12,146 | $1.69M | 0.92% | +12,146 | New |
| Itau Unibanco Holding S.A. | 11,981 | $1.67M | 0.06% | −1,193−9.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,936 | $1.66M | 0.00% | −549−4.4% | Reduced |
| Xponance, Inc. | 11,914 | $1.66M | 0.02% | +256+2.2% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,764 | $1.64M | 0.01% | +421+3.7% | Added |
| Trexquant Investment LP | 11,665 | $1.63M | 0.02% | −74,490−86.5% | Reduced |
| Mission Wealth Management, LP | 11,520 | $1.61M | 0.04% | +18+0.2% | Added |
| M&T Bank Corp | 11,302 | $1.58M | 0.01% | −176−1.5% | Reduced |
| D.A. Davidson & Co. | 11,290 | $1.57M | 0.01% | −142−1.2% | Reduced |
| Owls Nest Partners IA, LLC | 11,000 | $1.53M | 0.39% | −122,794−91.8% | Reduced |
| Chase Investment Counsel Corp | 11,000 | $1.53M | 0.51% | 00.0% | Unchanged |
| Entropy Technologies, LP | 10,837 | $1.51M | 0.16% | −8,470−43.9% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $1.50M | 0.01% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 10,640 | $1.48M | 0.03% | +10,640 | New |
| Vontobel Holding Ltd. | 10,598 | $1.48M | 0.00% | +610+6.1% | Added |
| Gsa Capital Partners LLP | 10,560 | $1.47M | 0.11% | +1,463+16.1% | Added |
| Qsemble Capital Management, LP | 10,448 | $1.46M | 0.27% | +1,989+23.5% | Added |
| Aviso Financial Inc. | 10,425 | $1.45M | 0.07% | −445−4.1% | Reduced |
| Scientech Research LLC | 10,415 | $1.45M | 0.29% | −3,827−26.9% | Reduced |
| Silver Oak Securities, Inc | 10,526 | $1.44M | 0.15% | +10,500+40,384.6% | Added |
| Gator Capital Management, LLC | 10,200 | $1.42M | 0.63% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 10,142 | $1.41M | 0.17% | −877−8.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 9,574 | $1.33M | 0.36% | −9,464−49.7% | Reduced |
| MML Investors Services, LLC | 9,309 | $1.30M | 0.00% | +858+10.2% | Added |
| O'Shaughnessy Asset Management, LLC | 8,571 | $1.30M | 0.01% | +2,444+39.9% | Added |
| Wolverine Trading, LLC | 9,350 | $1.29M | 0.03% | +5,408+137.2% | Added |
| National Bank of Canada | 9,210 | $1.28M | 0.00% | +1,598+21.0% | Added |
| Engineers Gate Manager LP | 9,032 | $1.26M | 0.02% | +1,489+19.7% | Added |
| The PNC Financial Services Group, Inc. | 8,839 | $1.23M | 0.00% | −315−3.4% | Reduced |
| Cumberland Partners Ltd | 8,500 | $1.18M | 0.08% | +2,000+30.8% | Added |
| Securian Asset Management, Inc | 8,442 | $1.18M | 0.03% | −100−1.2% | Reduced |
| Group One Trading, L.P. | 8,417 | $1.17M | 0.05% | +2,644+45.8% | Added |
| Chiron Investment Management, LLC | 8,391 | $1.17M | 0.41% | +8,391 | New |
| FourThought Financial Partners, LLC | 8,322 | $1.16M | 0.14% | −34−0.4% | Reduced |
| Creative Planning | 8,196 | $1.14M | 0.00% | +428+5.5% | Added |
| Crossmark Global Holdings, Inc. | 8,131 | $1.13M | 0.02% | +1,227+17.8% | Added |
| Caxton Associates LP | 8,110 | $1.13M | 0.05% | +8,110 | New |
| AE Wealth Management LLC | 8,037 | $1.12M | 0.01% | −46−0.6% | Reduced |
| Jefferies Financial Group Inc. | 7,900 | $1.10M | 0.02% | +52+0.7% | Added |
| Connective Capital Management, LLC | 7,115 | $1.09M | 1.01% | +7,115 | New |
| Wiley Bros.-Aintree Capital, LLC | 7,788 | $1.09M | 0.02% | +3,441+79.2% | Added |
| International Assets Investment Management, LLC | 149,115 | $1.07M | 0.00% | +148,055+13,967.5% | Added |
| CI Private Wealth, LLC | 7,668 | $1.07M | 0.00% | +2,030+36.0% | Added |
| Advisor OS, LLC | 7,628 | $1.06M | 0.11% | −2,981−28.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,583 | $1.06M | 0.49% | +35+0.5% | Added |
| Virtus ETF Advisers LLC | 7,453 | $1.04M | 0.49% | +142+1.9% | Added |
| Baird Financial Group, Inc. | 7,430 | $1.04M | 0.00% | +37+0.5% | Added |
| Brown Brothers Harriman & Co | 7,421 | $1.03M | 0.01% | −5,822−44.0% | Reduced |
| Advisor Group Holdings, Inc. | 7,366 | $1.03M | 0.00% | +2,066+39.0% | Added |
| Fox Run Management, L.L.C. | 7,329 | $1.02M | 0.23% | +5,057+222.6% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $1.01M | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 7,216 | $1.01M | 1.43% | +388+5.7% | Added |
| Lebenthal Global Advisors, LLC | 7,109 | $990.7K | 0.20% | +56+0.8% | Added |
| Blackhawk Capital Partners LLC. | 7,075 | $986.0K | 0.53% | +7,075 | New |
| Mystic Asset Management, Inc. | 7,050 | $982.5K | 0.37% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 7,026 | $979.2K | 0.00% | +2,647+60.4% | Added |
| Strategic Investment Advisors | 6,992 | $974.4K | 0.11% | −211−2.9% | Reduced |
| Main Management ETF Advisors, LLC | 6,984 | $973.0K | 0.05% | +6,984 | New |
| SG Americas Securities, LLC | 6,964 | $971.0K | 0.00% | −5,500−44.1% | Reduced |
| Mercer Global Advisors Inc | 6,974 | $964.3K | 0.00% | +647+10.2% | Added |
| LVW Advisors, LLC | 6,790 | $946.3K | 0.12% | +664+10.8% | Added |
| WealthTrust Asset Management, LLC | 6,616 | $922.0K | 0.69% | +6,616 | New |
| Virtue Capital Management, LLC | 6,450 | $898.9K | 0.18% | +164+2.6% | Added |
| Algert Global LLC | 6,362 | $886.6K | 0.02% | −7,090−52.7% | Reduced |
| Arkadios Wealth Advisors | 6,283 | $875.6K | 0.05% | +240+4.0% | Added |
| Captrust Financial Advisors | 6,141 | $855.8K | 0.00% | −58−0.9% | Reduced |
| Mariner, LLC | 6,008 | $836.7K | 0.00% | +526+9.6% | Added |
| DekaBank Deutsche Girozentrale | 6,043 | $832.0K | 0.00% | 00.0% | Unchanged |