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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 7,807 | $1.38M | 0.01% | +386+5.2% | Added |
| Prudential Financial Inc | 8,030 | $1.42M | 0.00% | −10,357−56.3% | Reduced |
| Axq Capital, LP | 8,190 | $1.45M | 0.65% | +5,444+198.3% | Added |
| Securian Asset Management, Inc | 8,231 | $1.45M | 0.04% | −211−2.5% | Reduced |
| Cinctive Capital Management LP | 8,288 | $1.46M | 0.08% | +8,288 | New |
| Aviso Financial Inc. | 8,313 | $1.47M | 0.07% | −2,112−20.3% | Reduced |
| Chiron Investment Management, LLC | 8,391 | $1.48M | 0.49% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 8,442 | $1.49M | 0.03% | +311+3.8% | Added |
| Franklin Resources Inc | 8,556 | $1.51M | 0.00% | +7,159+512.5% | Added |
| Itau Unibanco Holding S.A. | 8,463 | $1.51M | 0.05% | −3,518−29.4% | Reduced |
| Richard P Slaughter Associates Inc | 8,574 | $1.51M | 0.34% | +8,574 | New |
| Cim, LLC | 8,606 | $1.52M | 0.22% | +8,606 | New |
| Ethic Inc. | 8,676 | $1.53M | 0.03% | +4,745+120.7% | Added |
| CI Private Wealth, LLC | 8,800 | $1.55M | 0.00% | +1,132+14.8% | Added |
| Silver Oak Securities, Inc | 8,907 | $1.59M | 0.15% | −1,619−15.4% | Reduced |
| Entropy Technologies, LP | 9,088 | $1.61M | 0.17% | −1,749−16.1% | Reduced |
| Munro Partners | 9,200 | $1.63M | 0.06% | +5,585+154.5% | Added |
| MML Investors Services, LLC | 9,347 | $1.65M | 0.01% | +38+0.4% | Added |
| Connective Capital Management, LLC | 9,410 | $1.66M | 1.94% | +2,295+32.3% | Added |
| Dumont & Blake Investment Advisors LLC | 9,498 | $1.68M | 0.45% | −76−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 9,517 | $1.68M | 0.00% | +678+7.7% | Added |
| Penserra Capital Management LLC | 9,605 | $1.70M | 0.03% | +6,242+185.6% | Added |
| Blackhawk Capital Partners LLC. | 9,603 | $1.70M | 0.88% | +2,528+35.7% | Added |
| Scientech Research LLC | 9,835 | $1.74M | 0.49% | −580−5.6% | Reduced |
| Polymer Capital Management (HK) LTD | 9,906 | $1.75M | 0.31% | +9,906 | New |
| Creative Planning | 9,947 | $1.76M | 0.00% | +1,751+21.4% | Added |
| Inspire Advisors, LLC | 10,142 | $1.79M | 0.22% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 10,200 | $1.80M | 0.68% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,441 | $1.84M | 0.00% | −1,495−12.5% | Reduced |
| Advisor Group Holdings, Inc. | 10,621 | $1.88M | 0.00% | +3,255+44.2% | Added |
| Aurora Investment Counsel | 10,657 | $1.88M | 1.03% | −1,489−12.3% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $1.90M | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 10,902 | $1.93M | 0.02% | −388−3.4% | Reduced |
| AQR Capital Management LLC | 10,991 | $1.94M | 0.00% | +8,529+346.4% | Added |
| Chase Investment Counsel Corp | 11,000 | $1.94M | 0.62% | 00.0% | Unchanged |
| Prana Capital Management, LP | 11,079 | $1.96M | 0.09% | +11,079 | New |
| Heartland Advisors Inc | 11,111 | $1.96M | 0.11% | −8,465−43.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,167 | $1.97M | 0.02% | +2,596+30.3% | Added |
| Mission Wealth Management, LP | 11,292 | $1.99M | 0.05% | −228−2.0% | Reduced |
| Walleye Trading LLC | 11,572 | $2.04M | 0.04% | −3,779−24.6% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 11,673 | $2.06M | 0.01% | −91−0.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 11,242 | $2.07M | 0.02% | +3,454+44.4% | Added |
| Donoghue Forlines LLC | 11,817 | $2.09M | 0.70% | +11,817 | New |
| Pathstone Holdings, LLC | 11,879 | $2.10M | 0.01% | −469−3.8% | Reduced |
| M&T Bank Corp | 12,390 | $2.19M | 0.01% | +1,088+9.6% | Added |
| State of Alaska, Department of Revenue | 12,416 | $2.19M | 0.02% | −220−1.7% | Reduced |
| Sowell Financial Services LLC | 12,543 | $2.22M | 0.12% | +12,543 | New |
| Vestcor Inc | 12,585 | $2.22M | 0.07% | −3,401−21.3% | Reduced |
| Xponance, Inc. | 12,731 | $2.25M | 0.02% | +817+6.9% | Added |
| Centiva Capital, LP | 13,008 | $2.30M | 0.09% | +13,008 | New |
| JustInvest LLC | 13,017 | $2.30M | 0.03% | +560+4.5% | Added |
| Rockefeller Capital Management L.P. | 13,054 | $2.31M | 0.01% | +13,054 | New |
| New Millennium Group LLC | 13,129 | $2.32M | 1.36% | +13,129 | New |
| LRT Capital Management, LLC | 13,228 | $2.34M | 1.83% | +13,228 | New |
| Independent Solutions Wealth Management, LLC | 13,407 | $2.37M | 0.52% | +165+1.2% | Added |
| Bank of Nova Scotia | 13,392 | $2.37M | 0.00% | −6,301−32.0% | Reduced |
| Nomura Asset Management Co Ltd | 13,463 | $2.38M | 0.01% | +13,463 | New |
| Symmetry Investments LP | 13,500 | $2.39M | 0.14% | +13,500 | New |
| Aspire Private Capital, LLC | 13,568 | $2.40M | 0.59% | −163−1.2% | Reduced |
| Acadian Asset Management LLC | 13,772 | $2.43M | 0.01% | +13,614+8,616.5% | Added |
| Engineers Gate Manager LP | 13,820 | $2.44M | 0.04% | +4,788+53.0% | Added |
| Jefferies Financial Group Inc. | 13,857 | $2.45M | 0.03% | +5,957+75.4% | Added |
| Toroso Investments, LLC | 13,955 | $2.47M | 0.02% | +135+1.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,000 | $2.47M | 0.00% | +1,377+10.9% | Added |
| PenderFund Capital Management Ltd. | 10,038 | $2.55M | 0.55% | −10,000−49.9% | Reduced |
| FORA Capital, LLC | 14,935 | $2.64M | 0.30% | +11,197+299.5% | Added |
| Freedom Day Solutions, LLC | 15,084 | $2.66M | 0.80% | +279+1.9% | Added |
| Insight Wealth Strategies, LLC | 15,102 | $2.67M | 0.36% | −3,584−19.2% | Reduced |
| Quantbot Technologies LP | 15,104 | $2.67M | 0.10% | +15,104 | New |
| Sumitomo Life Insurance Co | 15,272 | $2.70M | 0.05% | +9,715+174.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,419 | $2.72M | 0.03% | +15,419 | New |
| S&CO Inc | 15,875 | $2.80M | 0.19% | +500+3.3% | Added |
| Nomura Holdings Inc | 15,932 | $2.81M | 0.01% | +15,932 | New |
| Campbell & CO Investment Adviser LLC | 16,500 | $2.92M | 0.22% | +16,500 | New |
| FJ Capital Management LLC | 16,500 | $2.92M | 0.34% | +16,500 | New |
| Nordea Investment Management AB | 16,592 | $2.94M | 0.00% | −5,837−26.0% | Reduced |
| Qsemble Capital Management, LP | 16,830 | $2.97M | 0.40% | +6,382+61.1% | Added |
| Commonwealth Equity Services, LLC | 17,008 | $3.00M | 0.00% | +990+6.2% | Added |
| XTX Topco Ltd | 17,095 | $3.02M | 0.25% | +494+3.0% | Added |
| Uncommon Cents Investing LLC | 17,120 | $3.02M | 0.90% | +90+0.5% | Added |
| US Bancorp | 18,144 | $3.21M | 0.00% | −474−2.5% | Reduced |
| Illumine Investment Management, LLC | 18,585 | $3.28M | 2.70% | +18,585 | New |
| LMR Partners LLP | 18,720 | $3.31M | 0.06% | +18,720 | New |
| TD Asset Management Inc | 18,749 | $3.31M | 0.00% | +18,749 | New |
| TD Private Client Wealth LLC | 18,953 | $3.35M | 0.09% | −844−4.3% | Reduced |
| Exchange Traded Concepts, LLC | 19,063 | $3.37M | 0.07% | +6,557+52.4% | Added |
| Algert Global LLC | 19,392 | $3.43M | 0.08% | +13,030+204.8% | Added |
| Catalyst Funds Management Pty Ltd | 19,700 | $3.48M | 0.86% | +19,700 | New |
| USS Investment Management Ltd | 20,085 | $3.55M | 0.03% | −5,115−20.3% | Reduced |
| Quadrature Capital Ltd | 20,330 | $3.59M | 0.07% | +9,690+91.1% | Added |
| Federation des caisses Desjardins du Quebec | 20,550 | $3.63M | 0.02% | −2,331−10.2% | Reduced |
| Banco BTG Pactual S.A. | 20,000 | $3.65M | 0.85% | +20,000 | New |
| Natixis Advisors, L.P. | 21,203 | $3.75M | 0.01% | +2,369+12.6% | Added |
| Union Bancaire Privee, UBP SA | 22,694 | $3.75M | 0.07% | +22,694 | New |
| Ameritas Investment Partners, Inc. | 21,808 | $3.85M | 0.13% | −521−2.3% | Reduced |
| KLP Kapitalforvaltning AS | 22,000 | $3.89M | 0.02% | +22,000 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 22,042 | $3.89M | 2.37% | +22,042 | New |
| Oregon Public Employees Retirement Fund | 22,150 | $3.91M | 0.07% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 22,228 | $3.93M | 0.13% | +1,168+5.5% | Added |
| Stanley-Laman Group, Ltd. | 22,473 | $3.97M | 0.56% | −2,594−10.3% | Reduced |