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 |
|---|---|---|---|---|---|
| Smithfield Trust Co | 345 | $48.0K | 0.00% | +154+80.6% | Added |
| Golden State Equity Partners | 316 | $44.0K | 0.01% | +316 | New |
| Danske Bank A/S | 300 | $41.8K | 0.00% | +100+50.0% | Added |
| Nemes Rush Group LLC | 368 | $41.1K | 0.01% | −669−64.5% | Reduced |
| Tortoise Investment Management, LLC | 290 | $40.4K | 0.00% | +34+13.3% | Added |
| Umb Bank N A | 288 | $40.1K | 0.00% | +224+350.0% | Added |
| Rosenberg Matthew Hamilton | 280 | $39.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 265 | $37.0K | 0.02% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 261 | $36.3K | 0.01% | +1+0.4% | Added |
| SRS Capital Advisors, Inc. | 260 | $36.2K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 250 | $34.8K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 235 | $32.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 230 | $32.1K | 0.00% | +7+3.1% | Added |
| Parkside Financial Bank & Trust | 223 | $31.1K | 0.00% | +22+10.9% | Added |
| Covestor Ltd | 210 | $29.0K | 0.02% | +1+0.5% | Added |
| Solstein Capital, LLC | 200 | $27.9K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 155 | $27.7K | 0.02% | +155 | New |
| Sittner & Nelson, LLC | 197 | $27.5K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 180 | $25.1K | 0.00% | +180 | New |
| Bryn Mawr Trust Co | 166 | $23.1K | 0.00% | +166 | New |
| Acadian Asset Management LLC | 158 | $22.0K | 0.00% | −35,206−99.6% | Reduced |
| Proequities, Inc. | 152 | $21.2K | 0.00% | +1+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 149 | $20.8K | 0.00% | +49+49.0% | Added |
| Fortitude Family Office, LLC | 140 | $19.5K | 0.01% | +140 | New |
| American National Bank | 138 | $19.2K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 133 | $18.5K | 0.00% | +133 | New |
| Tucker Asset Management LLC | 127 | $17.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 116 | $16.0K | 0.00% | +116 | New |
| Jones Financial Companies LLLP | 110 | $15.1K | 0.00% | +110 | New |
| AdvisorNet Financial, Inc | 107 | $14.9K | 0.00% | −21−16.4% | Reduced |
| Versant Capital Management, Inc | 107 | $14.9K | 0.00% | +50+87.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 104 | $14.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 95 | $13.3K | 0.01% | +43+82.7% | Added |
| Carolinas Wealth Consulting LLC | 88 | $12.3K | 0.00% | +88 | New |
| Ronald Blue Trust, Inc. | 97 | $11.9K | 0.00% | +39+67.2% | Added |
| Coastline Trust Co | 85 | $11.8K | 0.00% | +85 | New |
| Harbour Investments, Inc. | 74 | $10.3K | 0.00% | −5−6.3% | Reduced |
| First Horizon Advisors, Inc. | 67 | $9.34K | 0.00% | +4+6.3% | Added |
| Highline Wealth Partners LLC | 66 | $9.20K | 0.00% | +66 | New |
| ORG Partners LLC | 61 | $8.51K | 0.00% | −4−6.2% | Reduced |
| Ridgewood Investments LLC | 54 | $7.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 53 | $7.44K | 0.00% | +2+3.9% | Added |
| Whittier Trust Co | 53 | $7.38K | 0.00% | +53 | New |
| Sunbelt Securities, Inc. | 50 | $7.00K | 0.00% | +22+78.6% | Added |
| Cetera Trust Company, N.A | 50 | $6.97K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $6.97K | 0.00% | +50 | New |
| Abich Financial Wealth Management LLC | 47 | $6.55K | 0.01% | −17−26.6% | Reduced |
| ESL Trust Services, LLC | 46 | $6.41K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 45 | $6.27K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $5.49K | 0.00% | +40 | New |
| Farmers & Merchants Investments Inc | 39 | $5.43K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $4.32K | 0.00% | +22+244.4% | Added |
| Caldwell Sutter Capital, Inc. | 30 | $4.18K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 30 | $4.18K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 30 | $4.18K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 29 | $4.04K | 0.00% | +9+45.0% | Added |
| Abound Wealth Management | 28 | $3.90K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 28 | $3.90K | 0.00% | +4+16.7% | Added |
| Webster Bank, N. A. | 26 | $3.62K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $3.48K | 0.00% | +25 | New |
| Valued Wealth Advisors LLC | 24 | $3.35K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 24 | $3.35K | 0.00% | +22+1,100.0% | Added |
| Beacon Capital Management, LLC | 24 | $3.35K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 21 | $2.99K | 0.00% | +1+5.0% | Added |
| Skopos Labs, Inc. | 17 | $2.37K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 16 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 16 | $2.23K | 0.00% | +16 | New |
| Capital Performance Advisors LLP | 16 | $2.23K | 0.00% | +16 | New |
| Montag A & Associates Inc | 15 | $2.11K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | −1−8.3% | Reduced |
| Transcendent Capital Group LLC | 13 | $1.81K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $1.53K | 0.00% | +11 | New |
| Migdal Insurance & Financial Holdings Ltd. | 4 | $1.00K | 0.00% | −167−97.7% | Reduced |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 8 | $1.00K | 0.00% | +8 | New |
| Breakwater Investment Management | 7 | $976 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $837 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $837 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $697 | 0.00% | −2−28.6% | Reduced |
| SJS Investment Consulting Inc. | 5 | $697 | 0.00% | +1+25.0% | Added |
| Riverview Trust Co | 5 | $697 | 0.00% | +5 | New |
| Rothschild Investment LLC | 3 | $418 | 0.00% | +3 | New |
| Claris Advisors, LLC | 2 | $279 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 0 | $1 | 0.00% | 0 | New |
| Lazard Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cercano Management LLC | 0 | $0 | 0.00% | −219,925−100.0% | Sold out |
| Noked Israel Ltd | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −71,088−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −51,147−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −48,333−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −26,646−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −23,003−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −21,984−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,960−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −16,058−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −15,809−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,621−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −14,613−100.0% | Sold out |