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 |
|---|---|---|---|---|---|
| Hyperion Capital Advisors LP | 3,313 | $585.3K | 0.30% | −1,400−29.7% | Reduced |
| New Wave Wealth Advisors LLC | 3,317 | $586.0K | 0.24% | −70−2.1% | Reduced |
| Fulton Bank, N.A. | 3,319 | $586.4K | 0.02% | +190+6.1% | Added |
| CIBC Asset Management Inc | 3,336 | $589.4K | 0.00% | +175+5.5% | Added |
| Versor Investments LP | 3,371 | $595.6K | 0.10% | −33−1.0% | Reduced |
| Global Endowment Management, LP | 3,392 | $599.3K | 0.08% | −66,484−95.1% | Reduced |
| Rafferty Asset Management, LLC | 3,434 | $606.7K | 0.00% | +221+6.9% | Added |
| Raiffeisen Bank International AG | 3,416 | $611.3K | 0.01% | +3,416 | New |
| Griffin Asset Management, Inc. | 3,480 | $614.8K | 0.07% | −80−2.2% | Reduced |
| Brown Advisory Inc | 3,556 | $628.3K | 0.00% | −1,265−26.2% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,567 | $630.1K | 0.45% | +1,732+94.4% | Added |
| Severin Investments, LLC | 3,588 | $633.9K | 0.63% | +3,588 | New |
| Quantinno Capital Management LP | 3,591 | $634.4K | 0.01% | +424+13.4% | Added |
| Richard W. Paul & Associates, LLC | 3,594 | $635.0K | 0.23% | −186−4.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,603 | $636.5K | 0.03% | −9−0.2% | Reduced |
| Impact Partnership Wealth, LLC | 3,659 | $646.4K | 0.13% | −773−17.4% | Reduced |
| Vident Advisory, LLC | 3,741 | $660.9K | 0.01% | +1,948+108.6% | Added |
| Integrated Advisors Network LLC | 3,770 | $666.0K | 0.03% | +206+5.8% | Added |
| Caisse de Depot Et Placement du Quebec | 3,791 | $669.8K | 0.00% | +3,791 | New |
| Delta Investment Management, LLC | 3,824 | $675.5K | 0.13% | +124+3.4% | Added |
| Farringdon Capital, Ltd. | 3,856 | $681.2K | 0.28% | +3,856 | New |
| Hohimer Wealth Management, LLC | 4,025 | $711.1K | 0.13% | +18+0.4% | Added |
| Lecap Asset Management Ltd | 4,025 | $711.1K | 0.19% | +4,025 | New |
| Panagora Asset Management Inc | 4,100 | $724.3K | 0.00% | −350−7.9% | Reduced |
| Steel Peak Wealth Management LLC | 4,101 | $724.5K | 0.03% | +418+11.3% | Added |
| Navellier & Associates Inc | 4,179 | $738.3K | 0.09% | +970+30.2% | Added |
| Fox Run Management, L.L.C. | 4,200 | $742.0K | 0.13% | −3,129−42.7% | Reduced |
| Maridea Wealth Management LLC | 4,226 | $746.6K | 0.24% | +4,226 | New |
| Dynamic Technology Lab Private Ltd | 4,301 | $760.0K | 0.12% | +93+2.2% | Added |
| Shelton Capital Management | 4,308 | $761.1K | 0.02% | −127−2.9% | Reduced |
| Friedenthal Financial | 4,388 | $775.2K | 0.45% | +4,388 | New |
| Venturi Wealth Management, LLC | 4,497 | $794.5K | 0.04% | +120+2.7% | Added |
| HighPoint Advisor Group LLC | 3,588 | $794.6K | 0.04% | +803+28.8% | Added |
| Thompson Siegel & Walmsley LLC | 4,500 | $795.0K | 0.01% | −24,900−84.7% | Reduced |
| Raleigh Capital Management Inc. | 4,520 | $798.5K | 0.31% | −365−7.5% | Reduced |
| Virtu Financial LLC | 4,609 | $814.0K | 0.04% | +4,609 | New |
| Tudor Investment Corp Et Al | 4,672 | $825.4K | 0.01% | +4,672 | New |
| Advisors Asset Management, Inc. | 4,673 | $825.6K | 0.02% | +929+24.8% | Added |
| Formidable Asset Management, LLC | 4,769 | $842.5K | 0.14% | −726−13.2% | Reduced |
| Cresset Asset Management, LLC | 4,923 | $869.7K | 0.00% | −2,103−29.9% | Reduced |
| Mackenzie Financial Corp | 4,948 | $874.2K | 0.00% | +4,948 | New |
| Old National Bancorp | 4,975 | $878.9K | 0.02% | +185+3.9% | Added |
| Gamco Investors, Inc. Et Al | 5,050 | $892.2K | 0.01% | −600−10.6% | Reduced |
| Advisor OS, LLC | 5,054 | $893.0K | 0.10% | −2,574−33.7% | Reduced |
| SG Americas Securities, LLC | 5,060 | $894.0K | 0.00% | −1,904−27.3% | Reduced |
| Gsa Capital Partners LLP | 5,089 | $899.0K | 0.07% | −5,471−51.8% | Reduced |
| ProShare Advisors LLC | 5,094 | $900.0K | 0.00% | +350+7.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,118 | $904.2K | 0.06% | +5,118 | New |
| Vontobel Holding Ltd. | 5,137 | $907.6K | 0.00% | −5,461−51.5% | Reduced |
| Vise Technologies, Inc. | 5,159 | $911.5K | 0.08% | +5,159 | New |
| Mercer Global Advisors Inc | 5,183 | $915.7K | 0.00% | −1,791−25.7% | Reduced |
| Pullen Investment Management, LLC | 5,197 | $918.2K | 0.60% | −386−6.9% | Reduced |
| TownSquare Capital, LLC | 5,218 | $921.7K | 0.01% | −238−4.4% | Reduced |
| Impact Capital Partners LLC | 5,290 | $934.6K | 0.33% | +5,290 | New |
| Everpar Advisors LLC | 5,295 | $935.5K | 0.47% | +192+3.8% | Added |
| Bridgefront Capital, LLC | 5,307 | $937.6K | 0.32% | +5,307 | New |
| Harvest Fund Management Co., Ltd | 5,368 | $942.0K | 0.04% | +3,759+233.6% | Added |
| Kestra Advisory Services, LLC | 5,394 | $953.0K | 0.01% | +736+15.8% | Added |
| Prudential PLC | 5,430 | $959.3K | 0.00% | +3,330+158.6% | Added |
| MBM Wealth Consultants, LLC | 5,261 | $960.0K | 0.29% | +34+0.7% | Added |
| Guggenheim Capital LLC | 5,499 | $971.5K | 0.01% | +2,645+92.7% | Added |
| Owls Nest Partners IA, LLC | 5,500 | $971.7K | 0.22% | −5,500−50.0% | Reduced |
| Dark Forest Capital Management LP | 5,505 | $972.6K | 0.14% | +5,505 | New |
| Avantax Advisory Services, Inc. | 5,581 | $985.9K | 0.01% | −111−2.0% | Reduced |
| Caxton Associates LP | 5,621 | $993.1K | 0.03% | −2,489−30.7% | Reduced |
| Maryland State Retirement & Pension System | 5,635 | $995.5K | 0.02% | −293−4.9% | Reduced |
| QRG Capital Management, Inc. | 5,649 | $998.0K | 0.01% | +152+2.8% | Added |
| Utah Retirement Systems | 5,700 | $1.01M | 0.01% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 5,722 | $1.01M | 0.05% | +484+9.2% | Added |
| Tower Research Capital LLC (TRC) | 5,820 | $1.03M | 0.02% | +3,314+132.2% | Added |
| Davenport & Co LLC | 5,856 | $1.03M | 0.01% | +103+1.8% | Added |
| Fig Financial Advisory Services Inc | 5,907 | $1.04M | 0.71% | +5,907 | New |
| DekaBank Deutsche Girozentrale | 6,043 | $1.05M | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5,981 | $1.06M | 0.03% | +737+14.1% | Added |
| Quantessence Capital LLC | 6,108 | $1.08M | 0.44% | +6,108 | New |
| Eschler Asset Management LLP | 6,111 | $1.08M | 2.54% | +311+5.4% | Added |
| WealthTrust Asset Management, LLC | 6,118 | $1.08M | 0.78% | −498−7.5% | Reduced |
| Arkadios Wealth Advisors | 6,169 | $1.09M | 0.06% | −114−1.8% | Reduced |
| Private Advisory Group LLC | 6,172 | $1.09M | 0.12% | +6,172 | New |
| Strategic Investment Advisors | 6,183 | $1.09M | 0.12% | −809−11.6% | Reduced |
| Sterling Capital Management LLC | 6,256 | $1.11M | 0.02% | +2,221+55.0% | Added |
| Captrust Financial Advisors | 6,327 | $1.12M | 0.00% | +186+3.0% | Added |
| Main Management ETF Advisors, LLC | 6,408 | $1.13M | 0.05% | −576−8.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 6,416 | $1.13M | 0.02% | +3,670+133.6% | Added |
| Mariner, LLC | 6,426 | $1.14M | 0.00% | +418+7.0% | Added |
| Evelyn Partners Investment Management LLP | 25,802 | $1.14M | 0.04% | +25,802 | New |
| Global Retirement Partners, LLC | 6,455 | $1.14M | 0.03% | +5,741+804.1% | Added |
| LVW Advisors, LLC | 6,632 | $1.17M | 0.14% | −158−2.3% | Reduced |
| Virtue Capital Management, LLC | 6,862 | $1.21M | 0.24% | +412+6.4% | Added |
| Caldwell Investment Management Ltd. | 6,800 | $1.22M | 0.82% | +6,800 | New |
| Massachusetts Financial Services Co | 6,901 | $1.22M | 0.00% | +6,901 | New |
| Baird Financial Group, Inc. | 7,012 | $1.24M | 0.00% | −418−5.6% | Reduced |
| Mystic Asset Management, Inc. | 7,050 | $1.25M | 0.33% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 7,187 | $1.27M | 0.23% | +78+1.1% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $1.29M | 0.02% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 7,313 | $1.29M | 1.64% | +97+1.3% | Added |
| AE Wealth Management LLC | 7,532 | $1.33M | 0.01% | −505−6.3% | Reduced |
| Virtus ETF Advisers LLC | 7,622 | $1.35M | 0.55% | +169+2.3% | Added |
| Mitchell & Pahl Private Wealth, LLC | 7,696 | $1.36M | 0.64% | +113+1.5% | Added |
| FourThought Financial Partners, LLC | 7,706 | $1.36M | 0.14% | −616−7.4% | Reduced |