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.
| 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 261 | $48.0K | 0.00% | +157+151.0% | Added |
| Rosenberg Matthew Hamilton | 280 | $49.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 288 | $50.9K | 0.02% | +148+105.7% | Added |
| Pinnacle Financial Partners Inc | 370 | $51.6K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 311 | $54.9K | 0.04% | −270−46.5% | Reduced |
| Whittier Trust Co | 316 | $55.8K | 0.00% | +263+496.2% | Added |
| SBI Securities Co., Ltd. | 328 | $57.9K | 0.00% | +328 | New |
| Bryn Mawr Trust Co | 337 | $59.5K | 0.00% | +171+103.0% | Added |
| Huntington National Bank | 339 | $59.9K | 0.00% | −81−19.3% | Reduced |
| Hexagon Capital Partners LLC | 339 | $59.9K | 0.01% | +339 | New |
| Massmutual Trust Co FSB | 344 | $60.8K | 0.00% | +114+49.6% | Added |
| BOCHK Asset Management Ltd | 350 | $61.8K | 0.02% | +350 | New |
| Atala Financial Inc | 350 | $61.8K | 0.04% | +350 | New |
| Darwin Advisors, LLC | 350 | $61.9K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 363 | $64.1K | 0.00% | +17+4.9% | Added |
| Quest 10 Wealth Builders, Inc. | 367 | $64.8K | 0.06% | +367 | New |
| Covestor Ltd | 374 | $66.0K | 0.04% | +164+78.1% | Added |
| Westpac Banking Corp | 380 | $67.1K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 389 | $68.7K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 393 | $69.4K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 430 | $76.0K | 0.00% | +170+65.4% | Added |
| Asset Management One Co.,Ltd. | 456 | $81.6K | 0.00% | +47+11.5% | Added |
| Kessler Investment Group, LLC | 463 | $81.8K | 0.04% | −241−34.2% | Reduced |
| Accent Capital Management, LLC | 480 | $84.8K | 0.05% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 480 | $85.9K | 0.01% | +122+34.1% | Added |
| Umb Bank N A | 488 | $86.2K | 0.00% | +200+69.4% | Added |
| Ci Investments Inc. | 511 | $90.0K | 0.00% | −301−37.1% | Reduced |
| Tortoise Investment Management, LLC | 510 | $90.1K | 0.01% | +220+75.9% | Added |
| Private Trust Co NA | 527 | $93.1K | 0.01% | −13−2.4% | Reduced |
| Toronto Dominion Bank | 576 | $102.0K | 0.00% | −78−11.9% | Reduced |
| Gen-Wealth Partners Inc | 590 | $104.2K | 0.04% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 629 | $111.1K | 0.01% | +23+3.8% | Added |
| Anchor Investment Management, LLC | 638 | $112.7K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 670 | $118.4K | 0.02% | −4,718−87.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 689 | $121.7K | 0.00% | −5−0.7% | Reduced |
| Principal Securities, Inc. | 708 | $125.1K | 0.00% | −4−0.6% | Reduced |
| Quent Capital, LLC | 721 | $127.5K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 785 | $138.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 802 | $141.7K | 0.00% | −160−16.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 886 | $156.5K | 0.05% | +25+2.9% | Added |
| R Squared Ltd | 910 | $160.8K | 0.16% | +910 | New |
| CVA Family Office, LLC | 912 | $161.1K | 0.03% | +3+0.3% | Added |
| Group One Trading, L.P. | 975 | $172.3K | 0.01% | −7,442−88.4% | Reduced |
| Signaturefd, LLC | 978 | $172.8K | 0.00% | −381−28.0% | Reduced |
| CWM, LLC | 996 | $176.0K | 0.00% | −10−1.0% | Reduced |
| Farther Finance Advisors, LLC | 1,034 | $182.7K | 0.01% | +224+27.7% | Added |
| Eagle Bay Advisors LLC | 1,034 | $182.7K | 0.11% | −87−7.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,046 | $185.6K | 0.00% | +350+50.3% | Added |
| Western Pacific Wealth Management, LP | 1,100 | $194.3K | 0.16% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,131 | $199.8K | 0.14% | +1,131 | New |
| Roxbury Financial LLC | 1,055 | $201.7K | 0.19% | +1,055 | New |
| Great Valley Advisor Group, Inc. | 1,170 | $206.4K | 0.00% | +1,170 | New |
| CIBC Private Wealth Group, LLC | 1,086 | $207.3K | 0.00% | −294−21.3% | Reduced |
| Cornerstone Capital, Inc. | 1,175 | $207.6K | 0.02% | +1,175 | New |
| Chemistry Wealth Management LLC | 1,177 | $207.9K | 0.05% | +1,177 | New |
| First Affirmative Financial Network | 1,188 | $209.9K | 0.12% | +1,188 | New |
| PUREfi Wealth, LLC | 1,196 | $211.3K | 0.21% | +1,196 | New |
| Malaga Cove Capital, LLC | 1,200 | $212.0K | 0.08% | +1,200 | New |
| Capital Market Strategies LLC | 1,200 | $212.0K | 0.12% | +1,200 | New |
| Skba Capital Management LLC | 1,235 | $218.2K | 0.03% | −215−14.8% | Reduced |
| Independent Financial Group, LLC | 1,238 | $218.7K | 0.01% | −1,590−56.2% | Reduced |
| Voya Financial Advisors, Inc. | 1,226 | $219.4K | 0.02% | +1,226 | New |
| 111 Capital | 1,251 | $221.0K | 0.05% | +1,251 | New |
| Edmond de Rothschild Holding S.A. | 1,252 | $221.2K | 0.00% | −1,114−47.1% | Reduced |
| Inceptionr LLC | 1,257 | $222.1K | 0.05% | +1,257 | New |
| Midwest Professional Planners, LTD. | 1,265 | $223.5K | 0.07% | +1,265 | New |
| Fundamentun, LLC | 1,275 | $225.3K | 0.01% | +1,275 | New |
| United Capital Financial Advisers, LLC | 1,276 | $225.4K | 0.00% | +1,276 | New |
| Meadow Creek Wealth Advisors LLC | 1,311 | $231.6K | 0.17% | +1,311 | New |
| Retirement Guys Formula LLC | 1,314 | $232.2K | 0.12% | +1,314 | New |
| Nemes Rush Group LLC | 1,320 | $233.2K | 0.03% | +952+258.7% | Added |
| Verus Capital Partners, LLC | 1,330 | $235.0K | 0.02% | +1,330 | New |
| Premier Path Wealth Partners, LLC | 1,335 | $235.9K | 0.04% | +1,335 | New |
| Kolinsky Wealth Management, LLC | 1,337 | $236.2K | 0.14% | +1,337 | New |
| Wedmont Private Capital | 1,281 | $237.3K | 0.01% | +1,281 | New |
| Macquarie Group Ltd | 2,658 | $238.7K | 0.00% | +1,308+96.9% | Added |
| Brinker Capital Investments, LLC | 1,368 | $241.7K | 0.00% | +1,368 | New |
| Orion Portfolio Solutions, LLC | 1,368 | $241.7K | 0.00% | +1,368 | New |
| Leeward Financial Partners, LLC | 1,371 | $242.2K | 0.09% | −289−17.4% | Reduced |
| Bleakley Financial Group, LLC | 1,379 | $243.5K | 0.01% | +1,379 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,382 | $244.2K | 0.01% | +1,382 | New |
| GTS Securities LLC | 1,386 | $244.9K | 0.01% | +1,386 | New |
| Atria Wealth Solutions, Inc. | 1,405 | $248.2K | 0.00% | +1,405 | New |
| Integrated Wealth Concepts LLC | 1,407 | $248.6K | 0.00% | +1,407 | New |
| Fisher Asset Management, LLC | 1,408 | $248.8K | 0.00% | +1,408 | New |
| Venture Visionary Partners LLC | 1,414 | $249.8K | 0.01% | +1,414 | New |
| DnB Asset Management AS | 1,416 | $250.2K | 0.00% | +1,416 | New |
| Coldstream Capital Management Inc | 1,435 | $253.5K | 0.01% | −44−3.0% | Reduced |
| IHT Wealth Management, LLC | 1,442 | $254.8K | 0.01% | −371−20.5% | Reduced |
| Ballentine Partners, LLC | 1,449 | $256.0K | 0.00% | +1,449 | New |
| Summit Financial, LLC | 1,454 | $256.8K | 0.01% | +1,454 | New |
| Freestone Capital Holdings, LLC | 1,476 | $260.8K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,477 | $260.9K | 0.00% | +195+15.2% | Added |
| Independent Advisor Alliance | 1,477 | $260.9K | 0.00% | +1,477 | New |
| Baader Bank INC | 1,500 | $265.0K | 0.02% | −1,485−49.7% | Reduced |
| Oppenheimer & Co Inc | 1,510 | $266.8K | 0.00% | −135−8.2% | Reduced |
| Left Brain Wealth Management, LLC | 1,533 | $270.8K | 0.10% | +1,533 | New |
| Fidelis Capital Partners, LLC | 1,215 | $271.5K | 0.03% | +1,215 | New |
| Norden Group LLC | 1,553 | $274.3K | 0.03% | −145−8.5% | Reduced |
| Cerity Partners LLC | 1,876 | $275.2K | 0.00% | −1,175−38.5% | Reduced |