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 |
|---|---|---|---|---|---|
| Epacria Capital Partners, LLC | 22,500 | $3.98M | 3.36% | −2,406−9.7% | Reduced |
| Wealthfront Advisers LLC | 22,579 | $3.99M | 0.01% | +3,473+18.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 24,046 | $4.25M | 0.03% | +55+0.2% | Added |
| Aquatic Capital Management LLC | 24,046 | $4.25M | 0.12% | +24,046 | New |
| Northwestern Mutual Investment Management Company, LLC | 24,198 | $4.28M | 0.09% | +52+0.2% | Added |
| Pilgrim Partners Asia Pte Ltd | 24,500 | $4.33M | 3.77% | +24,500 | New |
| Bessemer Group Inc | 24,838 | $4.39M | 0.01% | +114+0.5% | Added |
| TCW Group Inc | 24,896 | $4.40M | 0.04% | +1,515+6.5% | Added |
| EULAV Asset Management | 25,000 | $4.42M | 0.11% | −1,000−3.8% | Reduced |
| Crawford Fund Management, LLC | 25,258 | $4.46M | 2.99% | −18,900−42.8% | Reduced |
| Thrivent Financial for Lutherans | 25,619 | $4.53M | 0.01% | +50+0.2% | Added |
| State of Michigan Retirement System | 25,779 | $4.55M | 0.02% | −100−0.4% | Reduced |
| Kennondale Capital Management LLC | 26,154 | $4.62M | 4.99% | +26,154 | New |
| Steward Partners Investment Advisory, LLC | 26,292 | $4.65M | 0.04% | +318+1.2% | Added |
| Sanctuary Advisors, LLC | 21,280 | $4.66M | 0.03% | −357−1.6% | Reduced |
| CWA Asset Management Group, LLC | 26,549 | $4.69M | 0.24% | −1,648−5.8% | Reduced |
| Fifth Third Bancorp | 27,023 | $4.77M | 0.02% | +10,513+63.7% | Added |
| Graham Capital Management, L.P. | 27,240 | $4.81M | 0.15% | −6,695−19.7% | Reduced |
| Bank of Montreal | 27,554 | $4.87M | 0.00% | −2,485−8.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 27,919 | $4.93M | 0.67% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 28,354 | $5.01M | 0.05% | −2,166−7.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,989 | $5.12M | 0.01% | +5,739+24.7% | Added |
| Pacer Advisors, Inc. | 28,995 | $5.12M | 0.01% | +2,752+10.5% | Added |
| Louisiana State Employees Retirement System | 30,200 | $5.34M | 0.10% | 00.0% | Unchanged |
| Atria Investments LLC | 30,255 | $5.35M | 0.07% | −1,546−4.9% | Reduced |
| Resources Investment Advisors, LLC. | 30,513 | $5.39M | 0.06% | +684+2.3% | Added |
| Ibex Wealth Advisors | 31,148 | $5.50M | 0.65% | +31,148 | New |
| WBI Investments | 31,409 | $5.55M | 1.39% | +31,409 | New |
| Arizona State Retirement System | 31,569 | $5.58M | 0.03% | +2,269+7.7% | Added |
| Man Group plc | 31,642 | $5.59M | 0.02% | −45,881−59.2% | Reduced |
| Teacher Retirement System of Texas | 31,670 | $5.59M | 0.02% | −24,505−43.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,770 | $5.61M | 0.05% | −760−2.3% | Reduced |
| Zacks Investment Management | 33,641 | $5.94M | 0.06% | −267−0.8% | Reduced |
| Credit Agricole S A | 34,014 | $6.01M | 0.02% | −7,382−17.8% | Reduced |
| Capital Fund Management S.A. | 34,496 | $6.09M | 0.06% | +34,496 | New |
| Cooper Investors Pty Ltd | 34,867 | $6.16M | 0.97% | −66,851−65.7% | Reduced |
| TD Waterhouse Canada Inc. | 34,972 | $6.17M | 0.05% | +3,637+11.6% | Added |
| SkyView Investment Advisors, LLC | 36,487 | $6.45M | 1.03% | −484−1.3% | Reduced |
| Public Employees Retirement System of Ohio | 36,504 | $6.45M | 0.02% | −2,102−5.4% | Reduced |
| AWH Capital, L.P. | 36,750 | $6.49M | 7.72% | −8,250−18.3% | Reduced |
| Walleye Capital LLC | 37,476 | $6.62M | 0.06% | −47,247−55.8% | Reduced |
| Empowered Funds, LLC | 37,975 | $6.71M | 0.10% | +36,441+2,375.6% | Added |
| Yousif Capital Management, LLC | 38,254 | $6.76M | 0.07% | −1,566−3.9% | Reduced |
| State of New Jersey Common Pension Fund D | 38,583 | $6.82M | 0.03% | +2,042+5.6% | Added |
| Weiss Asset Management LP | 38,602 | $6.82M | 0.16% | +38,602 | New |
| Vestmark Advisory Solutions, Inc. | 39,309 | $6.94M | 0.24% | +1,596+4.2% | Added |
| NewEdge Wealth, LLC | 39,367 | $6.95M | 0.12% | +1,563+4.1% | Added |
| CWM Advisors, LLC | 39,607 | $7.00M | 0.78% | −5,980−13.1% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 40,273 | $7.12M | 0.03% | −5,745−12.5% | Reduced |
| Scotia Capital Inc. | 40,564 | $7.17M | 0.04% | −5,766−12.4% | Reduced |
| Marvin & Palmer Associates Inc | 41,211 | $7.28M | 5.56% | −7,643−15.6% | Reduced |
| Militia Capital Partners, LP | 41,290 | $7.29M | 3.42% | +41,290 | New |
| Comerica Bank | 43,070 | $7.61M | 0.03% | −2,443−5.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,137 | $7.62M | 0.08% | +17,872+70.7% | Added |
| State of Tennessee, Treasury Department | 44,162 | $7.80M | 0.03% | −1,246−2.7% | Reduced |
| Kodai Capital Management LP | 44,479 | $7.86M | 0.32% | −106,229−70.5% | Reduced |
| Cetera Investment Advisers | 44,492 | $7.86M | 0.02% | +325+0.7% | Added |
| Pinebridge Investments, L.P. | 44,610 | $7.88M | 0.06% | +10,373+30.3% | Added |
| Jain Global LLC | 46,227 | $8.17M | 0.24% | +46,227 | New |
| Handelsbanken Fonder AB | 46,615 | $8.23M | 0.03% | +13,307+40.0% | Added |
| Harbor Advisors LLC | 46,708 | $8.25M | 1.30% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 47,650 | $8.42M | 0.03% | +220+0.5% | Added |
| Governors Lane LP | 48,331 | $8.54M | 1.27% | −118,569−71.0% | Reduced |
| Emmett Investment Management, LP | 48,375 | $8.55M | 7.68% | +48,375 | New |
| ExodusPoint Capital Management, LP | 49,232 | $8.70M | 0.09% | +17,628+55.8% | Added |
| Cozad Asset Management Inc | 49,287 | $8.71M | 0.81% | +868+1.8% | Added |
| Intech Investment Management LLC | 50,010 | $8.84M | 0.09% | +17,499+53.8% | Added |
| Amalgamated Bank | 51,746 | $9.14M | 0.08% | +107+0.2% | Added |
| Janus Henderson Group PLC | 54,815 | $9.68M | 0.00% | −15,428−22.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 54,828 | $9.69M | 1.02% | +1,283+2.4% | Added |
| Edgestream Partners, L.P. | 55,764 | $9.85M | 0.42% | +10,978+24.5% | Added |
| Warther Private Wealth, LLC | 57,260 | $10.1M | 3.44% | −7,315−11.3% | Reduced |
| Mutual of America Capital Management LLC | 57,514 | $10.2M | 0.11% | −1,306−2.2% | Reduced |
| Jump Financial, LLC | 57,643 | $10.2M | 0.21% | +26,960+87.9% | Added |
| SEI Investments Co | 58,840 | $10.4M | 0.01% | −3,112−5.0% | Reduced |
| HighTower Advisors, LLC | 59,082 | $10.4M | 0.01% | −13,554−18.7% | Reduced |
| Truist Financial Corp | 59,920 | $10.6M | 0.02% | −1,012−1.7% | Reduced |
| National Bank of Canada | 60,692 | $10.7M | 0.01% | +51,482+559.0% | Added |
| MetLife Investment Management | 61,318 | $10.8M | 0.06% | +5,123+9.1% | Added |
| New Age Alpha Advisors, LLC | 61,628 | $10.9M | 0.44% | +61,628 | New |
| New York State Common Retirement Fund | 64,502 | $11.4M | 0.02% | −4,500−6.5% | Reduced |
| Price T Rowe Associates Inc | 65,374 | $11.6M | 0.00% | +5,962+10.0% | Added |
| Stony Point Capital LLC | 66,626 | $11.8M | 2.70% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 67,048 | $11.8M | 0.85% | −79,009−54.1% | Reduced |
| Brevan Howard Capital Management LP | 67,617 | $11.9M | 0.30% | +67,617 | New |
| Arrowstreet Capital, Limited Partnership | 68,010 | $12.0M | 0.01% | +68,010 | New |
| New York State Teachers Retirement System | 70,027 | $12.4M | 0.03% | +134+0.2% | Added |
| HRT Financial LP | 72,073 | $12.7M | 0.07% | +72,073 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63,230 | $12.9M | 0.11% | 00.0% | Unchanged |
| First Trust Advisors LP | 73,434 | $13.0M | 0.01% | −13,455−15.5% | Reduced |
| BNP Paribas Arbitrage, SA | 74,783 | $13.2M | 0.01% | +59,481+388.7% | Added |
| Janney Montgomery Scott LLC | 75,102 | $13.3M | 0.04% | −1,636−2.1% | Reduced |
| O'Brien Greene & Co. Inc | 75,911 | $13.4M | 4.35% | −5,807−7.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 78,243 | $13.8M | 0.09% | +53,849+220.7% | Added |
| Martingale Asset Management L P | 80,854 | $14.3M | 0.35% | −9,806−10.8% | Reduced |
| Winmill & Co. Inc | 81,800 | $14.5M | 4.68% | 00.0% | Unchanged |
| Trexquant Investment LP | 83,824 | $14.8M | 0.17% | +72,159+618.6% | Added |
| Manufacturers Life Insurance Company, The | 84,193 | $14.9M | 0.01% | −6,718−7.4% | Reduced |
| Cercano Management LLC | 87,193 | $15.4M | 0.39% | +87,193 | New |
| Robeco Institutional Asset Management B.V. | 90,290 | $16.0M | 0.03% | +30,290+50.5% | Added |