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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, 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.

Institutional holdersQ4 2024: 710 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ4 2024: $16.6B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Lazard Asset Management LLC3$00.00%00.0%Unchanged
TFC Financial Management1$1770.00%00.0%Unchanged
NewSquare Capital LLC1$1770.00%+1New
Parkworth Wealth Management, Inc.1$1770.00%+1New
Global Financial Private Client, LLC2$3530.00%+2New
WR Wealth Planners, LLC2$3530.00%+2New
Principia Wealth Advisory, LLC2$3530.00%+2New
Rothschild Investment LLC3$5300.00%00.0%Unchanged
WealthTrak Capital Management LLC3$5310.00%+3New
HHM Wealth Advisors, LLC4$7070.00%+4New
NBC Securities, Inc.4$8410.08%−4,733−99.9%Reduced
Riverview Trust Co5$8830.00%00.0%Unchanged
SJS Investment Consulting Inc.5$8840.00%00.0%Unchanged
Transce3nd, LLC5$8900.00%+5New
Prestige Wealth Management Group LLC6$1.06K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$1.06K0.00%00.0%Unchanged
Breakwater Investment Management7$1.24K0.00%00.0%Unchanged
Riggs Asset Managment Co. Inc.7$1.25K0.00%+2+40.0%Added
Financial Management Professionals, Inc.8$1.41K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC8$1.41K0.00%+8New
Orion Capital Management LLC9$1.59K0.00%+9New
Investment Counsel Co of Nevada9$1.59K0.00%+9New
Kestra Investment Management, LLC9$1.59K0.00%+9New
Toth Financial Advisory Corp10$1.77K0.00%+10New
Painted Porch Advisors LLC10$1.77K0.00%+10New
Capital Advisors, Ltd. LLC11$2.00K0.00%00.0%Unchanged
Rakuten Securities, Inc.12$2.12K0.00%−12−50.0%Reduced
TD Capital Management LLC12$2.12K0.00%+12New
Transcendent Capital Group LLC13$2.30K0.00%00.0%Unchanged
UMA Financial Services, Inc.14$2.47K0.00%+14New
Montag A & Associates Inc15$2.68K0.00%00.0%Unchanged
Hemington Wealth Management18$3.00K0.00%+10+125.0%Added
Skopos Labs, Inc.20$3.53K0.00%+3+17.6%Added
New England Capital Financial Advisors LLC20$3.53K0.00%+20New
JFS Wealth Advisors, LLC21$3.71K0.00%00.0%Unchanged
Bell Investment Advisors, Inc21$3.71K0.00%+5+31.3%Added
Beacon Capital Management, LLC24$4.24K0.00%00.0%Unchanged
Valued Wealth Advisors LLC24$4.24K0.00%00.0%Unchanged
Capital & Planning, LLC25$4.42K0.00%+25New
McIlrath & Eck, LLC25$4.42K0.00%00.0%Unchanged
Webster Bank, N. A.26$4.59K0.00%00.0%Unchanged
Abound Wealth Management28$4.95K0.00%00.0%Unchanged
Sunbelt Securities, Inc.28$5.06K0.00%−22−44.0%Reduced
Horizon Investments, LLC29$5.12K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.30$5.30K0.00%00.0%Unchanged
Ancora Advisors, LLC30$5.30K0.00%00.0%Unchanged
Asset Dedication, LLC31$5.48K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC33$5.83K0.00%−55−62.5%Reduced
Synergy Investment Management, LLC34$6.01K0.00%+34New
Farmers & Merchants Investments Inc39$6.89K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC42$7.42K0.00%+42New
High Note Wealth, LLC42$7.42K0.00%+42New
Bruce G. Allen Investments, LLC45$7.95K0.01%00.0%Unchanged
ESL Trust Services, LLC46$8.13K0.00%00.0%Unchanged
HM Payson & Co50$8.83K0.00%00.0%Unchanged
Cetera Trust Company, N.A50$8.83K0.01%00.0%Unchanged
Quarry LP51$9.01K0.00%+51New
CoreCap Advisors, LLC53$9.36K0.00%+25+89.3%Added
Ridgewood Investments LLC54$9.54K0.00%00.0%Unchanged
Meeder Asset Management Inc54$9.54K0.00%+54New
ORG Partners LLC58$10.3K0.00%−3−4.9%Reduced
Larson Financial Group LLC58$10.3K0.00%+5+9.4%Added
AdvisorNet Financial, Inc59$10.5K0.00%−48−44.9%Reduced
Plante Moran Financial Advisors, LLC60$10.6K0.00%+60New
South State Corp.61$10.8K0.00%+50+454.5%Added
Colonial Trust Co62$10.9K0.00%+22+55.0%Added
HighMark Wealth Management LLC65$11.6K0.01%−30−31.6%Reduced
First Horizon Advisors, Inc.67$11.8K0.00%00.0%Unchanged
Mather Group, LLC.69$12.2K0.00%+69New
FPC Investment Advisory, Inc.61$13.3K0.01%+61New
Coastline Trust Co85$15.0K0.00%00.0%Unchanged
Harbour Investments, Inc.93$16.4K0.00%+19+25.7%Added
Tucker Asset Management LLC98$17.3K0.00%−29−22.8%Reduced
Danske Bank A/S100$17.7K0.00%−200−66.7%Reduced
American National Bank103$18.2K0.00%−35−25.4%Reduced
Capital Analysts, LLC116$20.0K0.00%00.0%Unchanged
Cullen/Frost Bankers, Inc.115$20.2K0.00%+99+618.8%Added
V-Square Quantitative Management LLC119$21.0K0.00%+119New
Proequities, Inc.103$21.6K0.00%−49−32.2%Reduced
Contravisory Investment Management, Inc.141$24.9K0.01%+141New
MAI Capital Management144$25.4K0.00%+144New
Caitlin John, LLC147$26.0K0.02%−8−5.2%Reduced
Rocky Mountain Advisers, LLC160$28.3K0.01%+160New
Versant Capital Management, Inc178$31.4K0.01%+71+66.4%Added
Nelson, Van Denburg & Campbell Wealth Management Group, LLC178$31.5K0.00%+29+19.5%Added
Aster Capital Management (DIFC) Ltd186$32.9K0.01%+53+39.8%Added
Rialto Wealth Management, LLC188$33.2K0.01%+188New
Smithfield Trust Co191$34.0K0.00%−154−44.6%Reduced
Sittner & Nelson, LLC197$34.8K0.02%00.0%Unchanged
Bellwether Advisors, LLC197$34.8K0.01%+197New
Solstein Capital, LLC200$35.3K0.02%00.0%Unchanged
Harbor Investment Advisory, LLC200$35.3K0.00%+100+100.0%Added
Caitong International Asset Management Co., Ltd201$35.5K0.03%+201New
LGT Financial Advisors LLC209$36.9K0.08%+179+596.7%Added
Creative Financial Designs Inc235$41.5K0.00%00.0%Unchanged
Parkside Financial Bank & Trust245$43.3K0.01%+22+9.9%Added
Wintrust Investments LLC250$44.0K0.04%−357−58.8%Reduced
Adirondack Trust Co250$44.2K0.02%00.0%Unchanged
Fairfield Financial Advisors, LTD261$46.1K0.02%00.0%Unchanged
Rise Advisors, LLC266$46.9K0.02%+1+0.4%Added