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 3 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, Q4 2024
Institutional positions in Interactive Brokers Group, Inc. as of Dec 31, 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
- 710
- +130 vs. Q3 2024
- Shares held
- 93.6M
- +1.40M (+1.5%) vs. Q3 2024
- Total value
- $16.6B
- +$3.73B (+29.0%) vs. Q3 2024
- New holders
- 169
- 229 more added
- Sold out
- 39
- 238 more reduced
7 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,333,810 | $1.83B | 0.04% | +761,378+8.0% | Added |
| Vanguard Group Inc | 10,071,517 | $1.78B | 0.03% | −127,624−1.3% | Reduced |
| Orbis Allan Gray Ltd | 5,285,505 | $933.8M | 5.02% | −1,217,632−18.7% | Reduced |
| JPMorgan Chase & Co | 3,988,370 | $704.6M | 0.06% | −28,712−0.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,887,814 | $686.9M | 1.58% | +4,589+0.1% | Added |
| Cantillon Capital Management LLC | 3,395,690 | $599.9M | 3.63% | +18,047+0.5% | Added |
| State Street Corp | 3,354,590 | $592.7M | 0.02% | +132,455+4.1% | Added |
| Greenwich Wealth Management LLC | 2,774,582 | $490.2M | 34.56% | −204,641−6.9% | Reduced |
| Bank of America Corp | 2,338,972 | $413.2M | 0.04% | +1,117,186+91.4% | Added |
| Geode Capital Management, LLC | 2,259,032 | $399.2M | 0.03% | +193,497+9.4% | Added |
| Egerton Capital (UK) LLP | 1,848,173 | $326.5M | 3.78% | −1,534,340−45.4% | Reduced |
| Wellington Management Group LLP | 1,494,029 | $264.0M | 0.05% | +1,476,135+8,249.3% | Added |
| Norges Bank | 1,297,989 | $229.3M | 0.03% | +17,060+1.3% | Added |
| Morgan Stanley | 1,297,923 | $229.3M | 0.02% | −99,351−7.1% | Reduced |
| FMR LLC | 1,281,882 | $226.5M | 0.01% | +187,284+17.1% | Added |
| Jarislowsky, Fraser Ltd | 1,239,524 | $216.8M | 1.27% | −214,981−14.8% | Reduced |
| Neuberger Berman Group LLC | 1,143,729 | $202.3M | 0.16% | −19,086−1.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,084,337 | $191.6M | 0.68% | +376,004+53.1% | Added |
| Bares Capital Management, Inc. | 951,647 | $168.1M | 15.13% | −164,877−14.8% | Reduced |
| Wells Fargo & Company | 947,826 | $167.5M | 0.04% | −55,124−5.5% | Reduced |
| Bamco Inc | 913,967 | $161.5M | 0.42% | +1,359+0.1% | Added |
| Northern Trust Corp | 876,489 | $154.8M | 0.02% | +112,500+14.7% | Added |
| Charles Schwab Investment Management Inc | 818,198 | $144.6M | 0.03% | +18,775+2.3% | Added |
| Invesco Ltd. | 765,959 | $135.3M | 0.03% | +214,844+39.0% | Added |
| Bank of New York Mellon Corp | 752,432 | $132.9M | 0.02% | −86,958−10.4% | Reduced |
| Bronte Capital Management Pty Ltd. | 595,044 | $123.3M | 9.73% | −238,583−28.6% | Reduced |
| Raymond James Financial Inc | 679,495 | $120.0M | 0.04% | +679,495 | New |
| Empower Advisory Group, LLC | 676,926 | $119.6M | 0.40% | −8,209−1.2% | Reduced |
| Royal Bank of Canada | 629,374 | $111.2M | 0.02% | +20,238+3.3% | Added |
| Renaissance Technologies LLC | 604,910 | $106.9M | 0.16% | +225,910+59.6% | Added |
| Agf Management Ltd | 549,779 | $97.1M | 0.48% | −20,114−3.5% | Reduced |
| Qube Research & Technologies Ltd | 513,547 | $90.7M | 0.15% | +513,547 | New |
| Marshall Wace, LLP | 511,636 | $90.4M | 0.11% | −879,460−63.2% | Reduced |
| Two Sigma Investments, LP | 489,175 | $86.4M | 0.20% | +378,981+343.9% | Added |
| Two Sigma Advisers, LP | 465,900 | $82.3M | 0.19% | +382,100+456.0% | Added |
| Millennium Management LLC | 449,850 | $79.5M | 0.07% | −131,686−22.6% | Reduced |
| Ancient Art, L.P. | 445,909 | $78.8M | 16.76% | −10,455−2.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 441,176 | $77.9M | 0.05% | −158,928−26.5% | Reduced |
| Ensign Peak Advisors, Inc | 421,633 | $74.5M | 0.13% | −55,375−11.6% | Reduced |
| Goldman Sachs Group Inc | 397,709 | $70.3M | 0.01% | +107,247+36.9% | Added |
| Fullerton Fund Management Co Ltd. | 390,882 | $69.1M | 2.41% | +390,882 | New |
| Citadel Advisors LLC | 383,096 | $67.7M | 0.06% | +260,799+213.3% | Added |
| UBS Group AG | 378,896 | $66.9M | 0.02% | +72,110+23.5% | Added |
| Citigroup Inc | 376,218 | $66.5M | 0.06% | −1,002−0.3% | Reduced |
| FIL Ltd | 369,180 | $65.2M | 0.06% | −129,346−25.9% | Reduced |
| Principal Financial Group Inc | 361,631 | $63.9M | 0.03% | −4,573−1.2% | Reduced |
| Legal & General Group Plc | 342,608 | $60.5M | 0.02% | −18,542−5.1% | Reduced |
| Envestnet Asset Management Inc | 330,616 | $58.4M | 0.02% | −11,852−3.5% | Reduced |
| UBS Asset Management Americas Inc | 306,854 | $54.2M | 0.01% | +44,654+17.0% | Added |
| Oakcliff Capital Partners, LP | 299,685 | $52.9M | 27.07% | −2,962−1.0% | Reduced |
| Hudson Way Capital Management LLC | 296,502 | $52.4M | 5.92% | −128,375−30.2% | Reduced |
| TimesSquare Capital Management, LLC | 287,800 | $50.8M | 0.74% | −66,305−18.7% | Reduced |
| Canada Pension Plan Investment Board | 285,565 | $50.5M | 0.05% | +136,005+90.9% | Added |
| Hosking Partners LLP | 284,738 | $50.3M | 1.97% | +10,208+3.7% | Added |
| Rhumbline Advisers | 281,418 | $49.7M | 0.04% | −2,131−0.8% | Reduced |
| Squarepoint Ops LLC | 275,899 | $48.7M | 0.13% | −61,333−18.2% | Reduced |
| Retirement Systems of Alabama | 263,514 | $46.6M | 0.17% | +176+0.1% | Added |
| 1832 Asset Management L.P. | 261,933 | $46.3M | 0.08% | −302,792−53.6% | Reduced |
| Marathon Asset Mgmt Ltd | 259,100 | $45.8M | 1.28% | −16,756−6.1% | Reduced |
| Voya Investment Management LLC | 257,426 | $45.5M | 0.05% | −825,130−76.2% | Reduced |
| Dimensional Fund Advisors LP | 257,249 | $45.5M | 0.01% | −26,184−9.2% | Reduced |
| Nuveen Asset Management, LLC | 250,016 | $44.2M | 0.01% | −10,156−3.9% | Reduced |
| Hengistbury Investment Partners LLP | 245,917 | $43.4M | 31.70% | −72,179−22.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 230,858 | $42.0M | 0.07% | −27,495−10.6% | Reduced |
| Jane Street Group, LLC | 233,278 | $41.2M | 0.07% | +208,594+845.1% | Added |
| Federated Hermes, Inc. | 232,287 | $41.0M | 0.09% | −36,058−13.4% | Reduced |
| RV Capital GmbH | 224,347 | $40.1M | 8.60% | −91,200−28.9% | Reduced |
| Twin Tree Management, LP | 227,144 | $40.1M | 0.97% | +188,827+492.8% | Added |
| Polar Capital Holdings Plc | 223,408 | $39.5M | 0.22% | −9,230−4.0% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 222,675 | $39.3M | 0.69% | +54,262+32.2% | Added |
| Assenagon Asset Management S.A. | 215,568 | $38.1M | 0.07% | +106,618+97.9% | Added |
| Swiss National Bank | 215,400 | $38.1M | 0.03% | +16,700+8.4% | Added |
| Waverton Investment Management Ltd | 201,125 | $35.5M | 0.57% | +7,776+4.0% | Added |
| Victory Capital Management Inc | 196,542 | $34.7M | 0.03% | +30,891+18.6% | Added |
| Barclays PLC | 194,575 | $34.4M | 0.02% | +141,816+268.8% | Added |
| California Public Employees Retirement System | 193,781 | $34.2M | 0.02% | −9,698−4.8% | Reduced |
| Russell Investments Group, Ltd. | 186,918 | $33.0M | 0.05% | +56,131+42.9% | Added |
| Coronation Fund Managers Ltd. | 184,450 | $32.6M | 1.92% | −141,302−43.4% | Reduced |
| Trivest Advisors Ltd | 182,080 | $32.2M | 1.46% | +69,480+61.7% | Added |
| Ameriprise Financial Inc | 179,510 | $31.7M | 0.01% | −40,840−18.5% | Reduced |
| Pictet Asset Management Holding SA | 170,221 | $30.1M | 0.03% | −143,539−45.7% | Reduced |
| HSBC Holdings PLC | 167,219 | $29.9M | 0.02% | −88,861−34.7% | Reduced |
| Verition Fund Management LLC | 168,630 | $29.8M | 0.15% | −34,790−17.1% | Reduced |
| Progeny 3, Inc. | 166,000 | $29.3M | 2.33% | +39,000+30.7% | Added |
| Stifel Financial Corp | 164,042 | $29.0M | 0.03% | −5,205−3.1% | Reduced |
| Susquehanna International Group, LLP | 160,089 | $28.3M | 0.04% | +25,131+18.6% | Added |
| Amundi | 141,097 | $26.9M | 0.01% | +124,461+748.1% | Added |
| Alliancebernstein L.P. | 151,317 | $26.7M | 0.01% | −5,263−3.4% | Reduced |
| LPL Financial LLC | 151,272 | $26.7M | 0.01% | +12,435+9.0% | Added |
| One Madison Group LLC | 150,000 | $26.5M | 3.03% | +150,000 | New |
| KBC Group NV | 147,048 | $26.0M | 0.07% | +37,890+34.7% | Added |
| Allianz Asset Management GmbH | 144,503 | $25.5M | 0.04% | −1,460−1.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 136,712 | $24.2M | 0.41% | +136,712 | New |
| Deutsche Bank AG | 133,983 | $23.7M | 0.01% | +38,095+39.7% | Added |
| Brooktree Capital Management | 133,026 | $23.5M | 17.43% | −4,586−3.3% | Reduced |
| Firetrail Investments Pty Ltd | 132,219 | $23.4M | 7.02% | −6,530−4.7% | Reduced |
| Dana Investment Advisors, Inc. | 129,838 | $22.9M | 0.76% | −7,537−5.5% | Reduced |
| Mawer Investment Management Ltd. | 127,998 | $22.6M | 0.10% | +10,941+9.3% | Added |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 125,000 | $22.4M | 1.64% | −127,747−50.5% | Reduced |
| Corebridge Financial, Inc. | 123,177 | $21.8M | 0.12% | −5,502−4.3% | Reduced |