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 |
|---|---|---|---|---|---|
| Maryland State Retirement & Pension System | 5,928 | $826.1K | 0.02% | −1,958−24.8% | Reduced |
| Eschler Asset Management LLP | 5,800 | $808.3K | 1.21% | 00.0% | Unchanged |
| Verdad Advisers, LP | 5,794 | $807.5K | 1.08% | +1,643+39.6% | Added |
| Davenport & Co LLC | 5,753 | $801.7K | 0.00% | +334+6.2% | Added |
| Utah Retirement Systems | 5,700 | $794.4K | 0.01% | +200+3.6% | Added |
| Avantax Advisory Services, Inc. | 5,692 | $793.3K | 0.01% | +396+7.5% | Added |
| Gamco Investors, Inc. Et Al | 5,650 | $787.4K | 0.01% | +2,800+98.2% | Added |
| Robertson Stephens Wealth Management, LLC | 5,607 | $781.4K | 0.03% | +5,607 | New |
| Mitsubishi UFJ Trust & Banking Corp | 5,596 | $779.9K | 0.00% | −363−6.1% | Reduced |
| Pullen Investment Management, LLC | 5,583 | $778.0K | 0.57% | −2,971−34.7% | Reduced |
| Sumitomo Life Insurance Co | 5,557 | $774.4K | 0.02% | +5,557 | New |
| QRG Capital Management, Inc. | 5,497 | $766.0K | 0.01% | +638+13.1% | Added |
| Formidable Asset Management, LLC | 5,495 | $765.8K | 0.12% | −176−3.1% | Reduced |
| Winton Group Ltd | 5,464 | $761.5K | 0.05% | +5,464 | New |
| TownSquare Capital, LLC | 5,456 | $760.4K | 0.01% | +67+1.2% | Added |
| Quest Partners LLC | 5,388 | $750.9K | 0.07% | +5,388 | New |
| Cambridge Investment Research Advisors, Inc. | 5,352 | $746.0K | 0.00% | +1,979+58.7% | Added |
| Central Trust Co | 5,244 | $730.8K | 0.02% | +447+9.3% | Added |
| Atomi Financial Group, Inc. | 5,238 | $730.0K | 0.05% | +61+1.2% | Added |
| MBM Wealth Consultants, LLC | 5,227 | $728.4K | 0.23% | +389+8.0% | Added |
| Everpar Advisors LLC | 5,103 | $711.2K | 0.37% | −224−4.2% | Reduced |
| Raleigh Capital Management Inc. | 4,885 | $680.8K | 0.26% | +549+12.7% | Added |
| Brown Advisory Inc | 4,821 | $671.9K | 0.00% | −75−1.5% | Reduced |
| Capital CS Group, LLC | 4,801 | $669.1K | 0.81% | +4,801 | New |
| Old National Bancorp | 4,790 | $667.5K | 0.02% | +821+20.7% | Added |
| ProShare Advisors LLC | 4,744 | $661.1K | 0.00% | −307−6.1% | Reduced |
| NBC Securities, Inc. | 4,737 | $660.0K | 0.06% | −75−1.6% | Reduced |
| Hyperion Capital Advisors LP | 4,713 | $656.8K | 0.31% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 4,658 | $649.2K | 0.00% | −210−4.3% | Reduced |
| Panagora Asset Management Inc | 4,450 | $620.2K | 0.00% | −350−7.3% | Reduced |
| Shelton Capital Management | 4,435 | $618.0K | 0.02% | −126−2.8% | Reduced |
| Impact Partnership Wealth, LLC | 4,432 | $617.7K | 0.14% | −203−4.4% | Reduced |
| Venturi Wealth Management, LLC | 4,377 | $610.0K | 0.03% | +1,050+31.6% | Added |
| Revisor Wealth Management LLC | 4,365 | $608.3K | 0.38% | +1,053+31.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 4,317 | $601.6K | 0.03% | −88−2.0% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,208 | $586.0K | 0.06% | +4,208 | New |
| National Asset Management, Inc. | 4,121 | $580.3K | 0.02% | −55−1.3% | Reduced |
| Sterling Capital Management LLC | 4,035 | $562.3K | 0.01% | +4,035 | New |
| Hohimer Wealth Management, LLC | 4,007 | $558.4K | 0.12% | +157+4.1% | Added |
| Omers Administration Corp | 3,800 | $529.6K | 0.00% | +3,800 | New |
| Richard W. Paul & Associates, LLC | 3,780 | $526.8K | 0.19% | −56−1.5% | Reduced |
| Advisors Asset Management, Inc. | 3,744 | $521.8K | 0.01% | +957+34.3% | Added |
| FORA Capital, LLC | 3,738 | $520.9K | 0.06% | −13,213−77.9% | Reduced |
| Two Sigma Securities, LLC | 3,731 | $520.0K | 0.04% | −1,069−22.3% | Reduced |
| Delta Investment Management, LLC | 3,700 | $515.6K | 0.11% | +3,700 | New |
| Steel Peak Wealth Management LLC | 3,683 | $513.3K | 0.02% | +342+10.2% | Added |
| CenterBook Partners LP | 3,647 | $508.2K | 0.03% | −18,956−83.9% | Reduced |
| Munro Partners | 3,615 | $503.8K | 0.02% | +3,615 | New |
| Fifth Third Wealth Advisors LLC | 3,612 | $503.4K | 0.03% | +57+1.6% | Added |
| Integrated Advisors Network LLC | 3,564 | $496.7K | 0.02% | +3,564 | New |
| Griffin Asset Management, Inc. | 3,560 | $496.1K | 0.06% | 00.0% | Unchanged |
| Ieq Capital, LLC | 3,430 | $478.0K | 0.01% | +3,430 | New |
| Heritage Family Offices, LLP | 3,414 | $475.8K | 0.25% | +47+1.4% | Added |
| Versor Investments LP | 3,404 | $474.4K | 0.08% | +3,404 | New |
| New Wave Wealth Advisors LLC | 3,387 | $472.0K | 0.22% | +3,387 | New |
| Heritage Oak Wealth Advisors LLC | 3,387 | $472.0K | 0.22% | +3,387 | New |
| Studio Investment Management LLC | 3,361 | $468.4K | 0.10% | −41−1.2% | Reduced |
| Penserra Capital Management LLC | 3,363 | $468.0K | 0.01% | −11,013−76.6% | Reduced |
| PFG Investments, LLC | 3,333 | $464.5K | 0.03% | +3,333 | New |
| Measured Wealth Private Client Group, LLC | 3,327 | $463.7K | 0.16% | −391−10.5% | Reduced |
| First Hawaiian Bank | 3,250 | $452.9K | 0.01% | 00.0% | Unchanged |
| SpiderRock Advisors, LLC | 3,225 | $449.5K | 0.01% | −2,309−41.7% | Reduced |
| Rafferty Asset Management, LLC | 3,213 | $447.8K | 0.00% | +570+21.6% | Added |
| Navellier & Associates Inc | 3,209 | $447.2K | 0.06% | −989−23.6% | Reduced |
| Boyar Asset Management Inc. | 3,176 | $442.6K | 0.28% | +18+0.6% | Added |
| Quantinno Capital Management LP | 3,167 | $441.4K | 0.01% | +1,430+82.3% | Added |
| CIBC Asset Management Inc | 3,161 | $440.5K | 0.00% | +110+3.6% | Added |
| Ethic Inc. | 3,931 | $439.1K | 0.01% | −1,633−29.3% | Reduced |
| Fulton Bank, N.A. | 3,129 | $436.1K | 0.02% | +195+6.6% | Added |
| Wealth Alliance | 3,120 | $434.8K | 0.05% | +271+9.5% | Added |
| HighPoint Advisor Group LLC | 2,785 | $428.3K | 0.02% | −1,607−36.6% | Reduced |
| Financial Strategies Group, Inc. | 2,830 | $428.2K | 0.10% | +355+14.3% | Added |
| Cerity Partners LLC | 3,051 | $425.2K | 0.00% | +1,146+60.2% | Added |
| EntryPoint Capital, LLC | 3,049 | $424.9K | 0.24% | +1,742+133.3% | Added |
| Los Angeles Capital Management LLC | 3,041 | $423.8K | 0.00% | +660+27.7% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,000 | $418.1K | 0.51% | +3,000 | New |
| Profund Advisors LLC | 2,982 | $415.6K | 0.02% | +11+0.4% | Added |
| Baader Bank INC | 2,985 | $415.1K | 0.03% | −16,783−84.9% | Reduced |
| Benjamin Edwards Inc | 2,931 | $408.9K | 0.01% | +2,432+487.4% | Added |
| Eqis Capital Management, Inc. | 2,931 | $408.5K | 0.03% | +27+0.9% | Added |
| EverSource Wealth Advisors, LLC | 2,903 | $404.5K | 0.03% | +36+1.3% | Added |
| Fayez Sarofim & Co | 2,893 | $403.2K | 0.00% | +2,893 | New |
| Guggenheim Capital LLC | 2,854 | $397.7K | 0.00% | −5,432−65.6% | Reduced |
| Independent Financial Group, LLC | 2,828 | $394.2K | 0.01% | +2,828 | New |
| Alps Advisors Inc | 2,768 | $385.7K | 0.00% | −442−13.8% | Reduced |
| Quadrant Capital Group LLC | 2,766 | $385.5K | 0.03% | −196−6.6% | Reduced |
| Prime Capital Investment Advisors, LLC | 2,746 | $382.7K | 0.01% | +97+3.7% | Added |
| Axq Capital, LP | 2,746 | $382.7K | 0.12% | +2,746 | New |
| Veriti Management LLC | 2,702 | $376.6K | 0.02% | +30+1.1% | Added |
| Leonteq Securities AG | 2,691 | $374.9K | 0.04% | −85−3.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 2,678 | $373.2K | 0.01% | −20−0.7% | Reduced |
| Synergy Financial Group, LTD | 2,678 | $373.2K | 0.35% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 2,568 | $357.9K | 0.00% | −472−15.5% | Reduced |
| Crewe Advisors LLC | 2,548 | $355.1K | 0.04% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,511 | $349.9K | 0.19% | −17−0.7% | Reduced |
| Tower Research Capital LLC (TRC) | 2,506 | $349.2K | 0.01% | −3,847−60.6% | Reduced |
| Axxcess Wealth Management, LLC | 2,505 | $349.1K | 0.01% | −31−1.2% | Reduced |
| AQR Capital Management LLC | 2,462 | $343.1K | 0.00% | +419+20.5% | Added |
| IFP Advisors, Inc | 2,398 | $334.4K | 0.01% | +1,719+253.2% | Added |
| Joel Isaacson & Co., LLC | 2,398 | $334.2K | 0.02% | +5+0.2% | Added |