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 |
|---|---|---|---|---|---|
| Edmond de Rothschild Holding S.A. | 2,366 | $329.7K | 0.01% | 00.0% | Unchanged |
| KG&L Capital Management,LLC | 2,365 | $329.6K | 0.11% | +2,365 | New |
| Bartlett & Co. Wealth Management LLC | 2,360 | $328.9K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 2,340 | $326.1K | 0.01% | −547−18.9% | Reduced |
| Concurrent Investment Advisors, LLC | 2,332 | $325.0K | 0.01% | −118−4.8% | Reduced |
| CIBC World Markets Inc. | 2,332 | $325.0K | 0.00% | +2,332 | New |
| Thrive Wealth Management, LLC | 2,320 | $323.3K | 0.06% | −13−0.6% | Reduced |
| Spire Wealth Management | 2,309 | $321.8K | 0.01% | +393+20.5% | Added |
| ABLE Financial Group, LLC | 2,212 | $308.3K | 0.10% | +2,212 | New |
| ArrowMark Colorado Holdings LLC | 2,200 | $306.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,192 | $305.5K | 0.00% | −48−2.1% | Reduced |
| Koshinski Asset Management, Inc. | 2,171 | $302.6K | 0.03% | +58+2.7% | Added |
| Keybank National Association | 2,131 | $297.0K | 0.00% | −211−9.0% | Reduced |
| Landscape Capital Management, L.L.C. | 2,122 | $295.7K | 0.03% | −7,973−79.0% | Reduced |
| LRI Investments, LLC | 1,646 | $292.9K | 0.03% | −63−3.7% | Reduced |
| Prudential PLC | 2,100 | $292.7K | 0.00% | −210−9.1% | Reduced |
| Stephens Inc | 2,070 | $288.5K | 0.00% | −24,930−92.3% | Reduced |
| CAPROCK Group, Inc. | 2,014 | $280.7K | 0.01% | +127+6.7% | Added |
| First Citizens Bank & Trust Co | 2,007 | $279.7K | 0.01% | +107+5.6% | Added |
| Cross Staff Investments Inc | 2,000 | $278.7K | 0.22% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 1,994 | $277.9K | 0.04% | −13−0.6% | Reduced |
| Ossiam | 1,969 | $274.4K | 0.01% | +1,969 | New |
| Hilltop Holdings Inc. | 1,960 | $273.1K | 0.02% | −784−28.6% | Reduced |
| Boston Financial Mangement LLC | 1,955 | $272.4K | 0.01% | +100+5.4% | Added |
| Flagship Harbor Advisors, LLC | 1,947 | $271.3K | 0.01% | +277+16.6% | Added |
| Aureus Asset Management, LLC | 1,907 | $265.8K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,888 | $263.1K | 0.01% | +1,888 | New |
| Leuthold Group, LLC | 1,881 | $262.1K | 0.03% | −30−1.6% | Reduced |
| Hobbs Group Advisors, LLC | 1,865 | $259.9K | 0.09% | +45+2.5% | Added |
| Cottonwood Capital Advisors, LLC | 1,835 | $255.7K | 0.19% | −2−0.1% | Reduced |
| IHT Wealth Management, LLC | 1,813 | $252.5K | 0.01% | +1+0.1% | Added |
| Vident Advisory, LLC | 1,793 | $249.9K | 0.01% | +1,793 | New |
| Northwestern Mutual Wealth Management Co | 1,721 | $239.9K | 0.00% | +189+12.3% | Added |
| Meyer Handelman Co | 1,700 | $236.9K | 0.01% | 00.0% | Unchanged |
| Norden Group LLC | 1,698 | $236.6K | 0.03% | +8+0.5% | Added |
| Cooper Financial Group | 1,692 | $235.8K | 0.03% | +1,692 | New |
| Axiom Advisory, LLC | 1,856 | $233.3K | 0.00% | +6+0.3% | Added |
| Leeward Financial Partners, LLC | 1,660 | $231.3K | 0.09% | +25+1.5% | Added |
| Oppenheimer & Co Inc | 1,645 | $229.2K | 0.00% | +1,645 | New |
| Sigma Planning Corp | 1,613 | $224.8K | 0.01% | +1,613 | New |
| Harvest Fund Management Co., Ltd | 1,609 | $224.0K | 0.01% | 00.0% | Unchanged |
| Lido Advisors, LLC | 1,601 | $223.1K | 0.00% | +1,601 | New |
| Ground Swell Capital, LLC | 1,595 | $222.3K | 0.32% | +1,595 | New |
| Summit Global Investments | 1,573 | $219.0K | 0.01% | +1,573 | New |
| Empowered Funds, LLC | 1,534 | $213.8K | 0.00% | −35,924−95.9% | Reduced |
| Coldstream Capital Management Inc | 1,479 | $212.8K | 0.00% | +1,479 | New |
| Evergreen Capital Management LLC | 1,527 | $212.8K | 0.01% | +1,527 | New |
| Franklin Resources Inc | 1,397 | $211.4K | 0.00% | +1,397 | New |
| NorthRock Partners, LLC | 1,506 | $209.6K | 0.01% | +1,506 | New |
| Wulff, Hansen & Co. | 1,495 | $208.3K | 0.20% | +1,495 | New |
| Allworth Financial LP | 1,494 | $208.2K | 0.00% | +53+3.7% | Added |
| Motley Fool Asset Management LLC | 1,492 | $206.3K | 0.01% | −108−6.8% | Reduced |
| Freestone Capital Holdings, LLC | 1,476 | $205.7K | 0.01% | +1,476 | New |
| Seeds Investor LLC | 1,475 | $205.5K | 0.08% | −214−12.7% | Reduced |
| Park Avenue Securities LLC | 1,470 | $205.0K | 0.00% | +1,470 | New |
| RSM US Wealth Management LLC | 1,478 | $204.4K | 0.00% | +1,478 | New |
| Skba Capital Management LLC | 1,450 | $202.1K | 0.03% | +1,450 | New |
| JT Stratford LLC | 1,448 | $201.8K | 0.03% | −187−11.4% | Reduced |
| Hamilton Wealth, LLC | 1,439 | $200.5K | 0.05% | +1,439 | New |
| GAMMA Investing LLC | 1,433 | $199.7K | 0.02% | +540+60.5% | Added |
| CIBC Private Wealth Group, LLC | 1,380 | $192.3K | 0.00% | +858+164.4% | Added |
| GWM Advisors LLC | 1,377 | $191.9K | 0.00% | +38+2.8% | Added |
| Signaturefd, LLC | 1,359 | $189.4K | 0.00% | +118+9.5% | Added |
| Macquarie Group Ltd | 1,350 | $188.1K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,282 | $178.7K | 0.00% | +140+12.3% | Added |
| Ramirez Asset Management, Inc. | 1,200 | $167.2K | 0.03% | +1,200 | New |
| Eagle Bay Advisors LLC | 1,121 | $156.2K | 0.06% | −64−5.4% | Reduced |
| Western Pacific Wealth Management, LP | 1,100 | $153.3K | 0.10% | 00.0% | Unchanged |
| CWM, LLC | 1,006 | $140.0K | 0.00% | −116−10.3% | Reduced |
| Assetmark, Inc | 962 | $134.1K | 0.00% | −159−14.2% | Reduced |
| CVA Family Office, LLC | 909 | $126.7K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 905 | $126.0K | 0.00% | −385−29.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 861 | $120.0K | 0.04% | −34−3.8% | Reduced |
| Ci Investments Inc. | 812 | $113.0K | 0.00% | +56+7.4% | Added |
| Farther Finance Advisors, LLC | 810 | $112.9K | 0.00% | +610+305.0% | Added |
| GHP Investment Advisors, Inc. | 785 | $109.4K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 721 | $100.2K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 714 | $99.5K | 0.00% | −63−8.1% | Reduced |
| Principal Securities, Inc. | 712 | $99.2K | 0.00% | +194+37.5% | Added |
| Kessler Investment Group, LLC | 704 | $98.1K | 0.05% | −266−27.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 694 | $96.7K | 0.00% | −10−1.4% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 696 | $96.2K | 0.00% | −217−23.8% | Reduced |
| Toronto Dominion Bank | 654 | $91.1K | 0.00% | −32−4.7% | Reduced |
| Gen-Wealth Partners Inc | 590 | $91.0K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 638 | $88.9K | 0.01% | +638 | New |
| Baldwin Brothers Inc | 622 | $86.7K | 0.01% | +622 | New |
| Lindbrook Capital, LLC | 606 | $84.5K | 0.01% | −15−2.4% | Reduced |
| Wintrust Investments LLC | 607 | $84.0K | 0.06% | −5,618−90.2% | Reduced |
| Mendota Financial Group, LLC | 581 | $81.0K | 0.04% | +581 | New |
| Private Trust Co NA | 540 | $75.3K | 0.01% | +13+2.5% | Added |
| Accent Capital Management, LLC | 480 | $66.9K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 420 | $58.5K | 0.00% | +343+445.5% | Added |
| Asset Management One Co.,Ltd. | 409 | $57.0K | 0.00% | −12−2.9% | Reduced |
| Activest Wealth Management | 393 | $54.8K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 389 | $54.2K | 0.00% | +146+60.1% | Added |
| Westpac Banking Corp | 380 | $53.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 370 | $51.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 358 | $49.3K | 0.01% | +119+49.8% | Added |
| Darwin Advisors, LLC | 350 | $48.8K | 0.01% | +350 | New |
| Parallel Advisors, LLC | 346 | $48.2K | 0.00% | +181+109.7% | Added |