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 |
|---|---|---|---|---|---|
| Sagespring Wealth Partners, LLC | 1,563 | $276.1K | 0.01% | +1,563 | New |
| Fiduciary Trust Co | 1,565 | $276.5K | 0.00% | +1,565 | New |
| Swiss Life Asset Management Ltd | 1,581 | $278.9K | 0.00% | +1,581 | New |
| West Michigan Advisors, LLC | 1,596 | $282.0K | 0.09% | +1,596 | New |
| Clark Financial Services Group Inc | 1,594 | $282.0K | 0.22% | +1,594 | New |
| Motley Fool Asset Management LLC | 1,603 | $283.2K | 0.01% | +111+7.4% | Added |
| ABLE Financial Group, LLC | 1,620 | $286.2K | 0.08% | −592−26.8% | Reduced |
| Allworth Financial LP | 1,378 | $289.1K | 0.00% | −116−7.8% | Reduced |
| Seeds Investor LLC | 1,646 | $290.9K | 0.08% | +171+11.6% | Added |
| LRI Investments, LLC | 1,646 | $290.9K | 0.03% | 00.0% | Unchanged |
| JT Stratford LLC | 1,648 | $291.2K | 0.05% | +200+13.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,687 | $298.0K | 0.00% | −3,909−69.9% | Reduced |
| Jones Financial Companies LLLP | 1,688 | $298.3K | 0.00% | +1,578+1,434.5% | Added |
| RSM US Wealth Management LLC | 1,668 | $298.5K | 0.00% | +190+12.9% | Added |
| Meyer Handelman Co | 1,700 | $300.3K | 0.01% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 1,724 | $304.6K | 0.00% | −844−32.9% | Reduced |
| Hamilton Wealth, LLC | 1,726 | $304.9K | 0.07% | +287+19.9% | Added |
| First Hawaiian Bank | 1,741 | $307.6K | 0.01% | −1,509−46.4% | Reduced |
| Sigma Planning Corp | 1,755 | $310.1K | 0.01% | +142+8.8% | Added |
| Williamson Legacy Group, LLC | 1,769 | $312.5K | 0.21% | +1,769 | New |
| Cooper Financial Group | 1,808 | $319.4K | 0.04% | +116+6.9% | Added |
| Leuthold Group, LLC | 1,835 | $324.2K | 0.04% | −46−2.4% | Reduced |
| Evergreen Capital Management LLC | 1,841 | $325.3K | 0.01% | +314+20.6% | Added |
| Brady Martz Wealth Solutions, LLC | 1,791 | $327.1K | 0.08% | +1,791 | New |
| Boston Financial Mangement LLC | 1,855 | $327.7K | 0.01% | −100−5.1% | Reduced |
| Twinbeech Capital LP | 1,864 | $329.3K | 0.01% | +1,864 | New |
| Hobbs Group Advisors, LLC | 1,865 | $329.5K | 0.12% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 1,881 | $332.3K | 0.00% | +1,881 | New |
| GAMMA Investing LLC | 1,900 | $335.7K | 0.03% | +467+32.6% | Added |
| Aureus Asset Management, LLC | 1,907 | $336.9K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 1,908 | $337.1K | 0.01% | +20+1.1% | Added |
| Buckingham Strategic Partners | 1,929 | $340.8K | 0.01% | +1,929 | New |
| Ashton Thomas Private Wealth, LLC | 1,939 | $342.6K | 0.01% | +1,939 | New |
| GeoWealth Management, LLC | 1,947 | $344.0K | 0.01% | −393−16.8% | Reduced |
| 180 Wealth Advisors, LLC | 1,954 | $345.2K | 0.05% | −40−2.0% | Reduced |
| Pinnacle Associates Ltd | 1,962 | $346.6K | 0.00% | +1,962 | New |
| Stephens Inc | 2,010 | $355.1K | 0.00% | −60−2.9% | Reduced |
| Lido Advisors, LLC | 2,013 | $355.7K | 0.00% | +412+25.7% | Added |
| World Equity Group, Inc. | 2,072 | $366.1K | 0.08% | +2,072 | New |
| Revisor Wealth Management LLC | 2,062 | $370.2K | 0.34% | −2,303−52.8% | Reduced |
| Wulff, Hansen & Co. | 2,100 | $371.0K | 0.35% | +605+40.5% | Added |
| Flagship Harbor Advisors, LLC | 2,117 | $374.0K | 0.02% | +170+8.7% | Added |
| Park Avenue Securities LLC | 2,146 | $379.0K | 0.00% | +676+46.0% | Added |
| EntryPoint Capital, LLC | 2,172 | $383.7K | 0.16% | −877−28.8% | Reduced |
| Clearstead Advisors, LLC | 2,175 | $384.3K | 0.01% | −17−0.8% | Reduced |
| Park Capital Management, LLC | 2,177 | $384.6K | 0.46% | +2,177 | New |
| Colony Group, LLC | 2,181 | $385.5K | 0.00% | +2,181 | New |
| Concurrent Investment Advisors, LLC | 2,186 | $386.2K | 0.01% | −146−6.3% | Reduced |
| Lifestyle Asset Management, Inc. | 2,190 | $386.9K | 0.21% | −321−12.8% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,200 | $388.7K | 0.01% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2,201 | $388.9K | 0.06% | +2,201 | New |
| Putney Financial Group LLC | 2,207 | $389.9K | 0.35% | +2,207 | New |
| IFP Advisors, Inc | 2,206 | $390.2K | 0.01% | −192−8.0% | Reduced |
| Thrive Wealth Management, LLC | 2,223 | $392.7K | 0.07% | −97−4.2% | Reduced |
| Koshinski Asset Management, Inc. | 2,252 | $397.9K | 0.03% | +81+3.7% | Added |
| Bartlett & Co. Wealth Management LLC | 2,360 | $416.9K | 0.01% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 2,363 | $417.5K | 0.04% | +241+11.4% | Added |
| Los Angeles Capital Management LLC | 2,381 | $420.7K | 0.00% | −660−21.7% | Reduced |
| First Citizens Bank & Trust Co | 2,390 | $422.2K | 0.01% | +383+19.1% | Added |
| Joel Isaacson & Co., LLC | 2,401 | $424.3K | 0.02% | +3+0.1% | Added |
| KG&L Capital Management,LLC | 2,425 | $428.4K | 0.14% | +60+2.5% | Added |
| Aigen Investment Management, LP | 2,446 | $432.1K | 0.08% | +2,446 | New |
| Axxcess Wealth Management, LLC | 2,458 | $434.3K | 0.01% | −47−1.9% | Reduced |
| Hilltop Holdings Inc. | 2,496 | $441.0K | 0.03% | +536+27.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 2,516 | $444.5K | 0.02% | −1,801−41.7% | Reduced |
| Leonteq Securities AG | 2,529 | $446.6K | 0.04% | −162−6.0% | Reduced |
| Crewe Advisors LLC | 2,548 | $450.2K | 0.06% | 00.0% | Unchanged |
| Ossiam | 2,629 | $464.5K | 0.01% | +660+33.5% | Added |
| Capstone Investment Advisors, LLC | 2,635 | $465.5K | 0.00% | +2,635 | New |
| Meiji Yasuda Asset Management Co Ltd. | 2,657 | $469.4K | 0.02% | −21−0.8% | Reduced |
| Synergy Financial Group, LTD | 2,688 | $474.9K | 0.40% | +10+0.4% | Added |
| Financial Strategies Group, Inc. | 2,574 | $476.7K | 0.11% | −256−9.0% | Reduced |
| Profund Advisors LLC | 2,699 | $476.8K | 0.02% | −283−9.5% | Reduced |
| Spire Wealth Management | 2,735 | $483.2K | 0.02% | +426+18.4% | Added |
| CIBC World Markets Inc. | 2,743 | $485.0K | 0.00% | +411+17.6% | Added |
| Bryce Point Capital, LLC | 2,750 | $485.8K | 0.14% | +2,750 | New |
| Alps Advisors Inc | 2,768 | $489.0K | 0.00% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 2,778 | $490.7K | 0.04% | −153−5.2% | Reduced |
| Quadrant Capital Group LLC | 2,839 | $501.6K | 0.03% | +73+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 2,849 | $503.4K | 0.00% | +1,128+65.5% | Added |
| EverSource Wealth Advisors, LLC | 2,854 | $504.2K | 0.03% | −49−1.7% | Reduced |
| Wealth Alliance | 2,860 | $505.3K | 0.06% | −260−8.3% | Reduced |
| Measured Wealth Private Client Group, LLC | 2,885 | $509.7K | 0.16% | −442−13.3% | Reduced |
| Fayez Sarofim & Co | 2,893 | $511.1K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 2,892 | $511.6K | 0.01% | −39−1.3% | Reduced |
| Bayforest Capital Ltd | 2,902 | $512.7K | 0.64% | +2,902 | New |
| Keybank National Association | 2,931 | $517.8K | 0.00% | +800+37.5% | Added |
| GWM Advisors LLC | 2,967 | $524.3K | 0.00% | +1,590+115.5% | Added |
| CAPROCK Group, Inc. | 2,971 | $524.9K | 0.02% | +957+47.5% | Added |
| National Asset Management, Inc. | 2,989 | $528.1K | 0.02% | −1,132−27.5% | Reduced |
| PFG Investments, LLC | 3,012 | $532.1K | 0.03% | −321−9.6% | Reduced |
| Picton Mahoney Asset Management | 3,022 | $534.0K | 0.02% | +3,022 | New |
| Heritage Family Offices, LLP | 3,067 | $541.9K | 0.27% | −347−10.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 3,072 | $543.0K | 0.00% | −2,280−42.6% | Reduced |
| Yorktown Management & Research Co Inc | 3,100 | $547.7K | 0.53% | +3,100 | New |
| Cross Staff Investments Inc | 3,150 | $556.5K | 0.42% | +1,150+57.5% | Added |
| Boyar Asset Management Inc. | 3,197 | $564.8K | 0.37% | +21+0.7% | Added |
| Maven Securities LTD | 3,200 | $565.3K | 0.09% | +3,200 | New |
| Straightline Group LLC | 3,217 | $568.4K | 0.37% | +3,217 | New |
| Studio Investment Management LLC | 3,223 | $569.4K | 0.12% | −138−4.1% | Reduced |