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 |
|---|---|---|---|---|---|
| American Century Companies Inc | 90,974 | $16.1M | 0.01% | +26,234+40.5% | Added |
| Alyeska Investment Group, L.P. | 94,718 | $16.7M | 0.06% | +94,718 | New |
| State Board of Administration of Florida Retirement System | 98,760 | $17.4M | 0.03% | −1,270−1.3% | Reduced |
| D. E. Shaw & Co., Inc. | 99,107 | $17.5M | 0.02% | −237,633−70.6% | Reduced |
| Rovida Investment Management Ltd | 100,000 | $17.7M | 5.52% | +100,000 | New |
| California State Teachers Retirement System | 104,447 | $18.5M | 0.02% | +7,861+8.1% | Added |
| Gabelli Funds LLC | 106,386 | $18.8M | 0.14% | −9,814−8.4% | Reduced |
| Lansing Management LP | 106,559 | $18.8M | 16.58% | −46,839−30.5% | Reduced |
| Great West Life Assurance Co | 108,577 | $19.2M | 0.03% | +13,302+14.0% | Added |
| State of Wisconsin Investment Board | 114,164 | $20.2M | 0.05% | −51,191−31.0% | Reduced |
| Corebridge Financial, Inc. | 123,177 | $21.8M | 0.12% | −5,502−4.3% | Reduced |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 125,000 | $22.4M | 1.64% | −127,747−50.5% | Reduced |
| Mawer Investment Management Ltd. | 127,998 | $22.6M | 0.10% | +10,941+9.3% | Added |
| Dana Investment Advisors, Inc. | 129,838 | $22.9M | 0.76% | −7,537−5.5% | Reduced |
| Firetrail Investments Pty Ltd | 132,219 | $23.4M | 7.02% | −6,530−4.7% | Reduced |
| Brooktree Capital Management | 133,026 | $23.5M | 17.43% | −4,586−3.3% | Reduced |
| Deutsche Bank AG | 133,983 | $23.7M | 0.01% | +38,095+39.7% | Added |
| Susquehanna Fundamental Investments, LLC | 136,712 | $24.2M | 0.41% | +136,712 | New |
| Allianz Asset Management GmbH | 144,503 | $25.5M | 0.04% | −1,460−1.0% | Reduced |
| KBC Group NV | 147,048 | $26.0M | 0.07% | +37,890+34.7% | Added |
| One Madison Group LLC | 150,000 | $26.5M | 3.03% | +150,000 | New |
| LPL Financial LLC | 151,272 | $26.7M | 0.01% | +12,435+9.0% | Added |
| Alliancebernstein L.P. | 151,317 | $26.7M | 0.01% | −5,263−3.4% | Reduced |
| Amundi | 141,097 | $26.9M | 0.01% | +124,461+748.1% | Added |
| Susquehanna International Group, LLP | 160,089 | $28.3M | 0.04% | +25,131+18.6% | Added |
| Stifel Financial Corp | 164,042 | $29.0M | 0.03% | −5,205−3.1% | Reduced |
| Progeny 3, Inc. | 166,000 | $29.3M | 2.33% | +39,000+30.7% | Added |
| Verition Fund Management LLC | 168,630 | $29.8M | 0.15% | −34,790−17.1% | Reduced |
| HSBC Holdings PLC | 167,219 | $29.9M | 0.02% | −88,861−34.7% | Reduced |
| Pictet Asset Management Holding SA | 170,221 | $30.1M | 0.03% | −143,539−45.7% | Reduced |
| Ameriprise Financial Inc | 179,510 | $31.7M | 0.01% | −40,840−18.5% | Reduced |
| Trivest Advisors Ltd | 182,080 | $32.2M | 1.46% | +69,480+61.7% | Added |
| Coronation Fund Managers Ltd. | 184,450 | $32.6M | 1.92% | −141,302−43.4% | Reduced |
| Russell Investments Group, Ltd. | 186,918 | $33.0M | 0.05% | +56,131+42.9% | Added |
| California Public Employees Retirement System | 193,781 | $34.2M | 0.02% | −9,698−4.8% | Reduced |
| Barclays PLC | 194,575 | $34.4M | 0.02% | +141,816+268.8% | Added |
| Victory Capital Management Inc | 196,542 | $34.7M | 0.03% | +30,891+18.6% | Added |
| Waverton Investment Management Ltd | 201,125 | $35.5M | 0.57% | +7,776+4.0% | Added |
| Swiss National Bank | 215,400 | $38.1M | 0.03% | +16,700+8.4% | Added |
| Assenagon Asset Management S.A. | 215,568 | $38.1M | 0.07% | +106,618+97.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 222,675 | $39.3M | 0.69% | +54,262+32.2% | Added |
| Polar Capital Holdings Plc | 223,408 | $39.5M | 0.22% | −9,230−4.0% | Reduced |
| Twin Tree Management, LP | 227,144 | $40.1M | 0.97% | +188,827+492.8% | Added |
| RV Capital GmbH | 224,347 | $40.1M | 8.60% | −91,200−28.9% | Reduced |
| Federated Hermes, Inc. | 232,287 | $41.0M | 0.09% | −36,058−13.4% | Reduced |
| Jane Street Group, LLC | 233,278 | $41.2M | 0.07% | +208,594+845.1% | Added |
| Allspring Global Investments Holdings, LLC | 230,858 | $42.0M | 0.07% | −27,495−10.6% | Reduced |
| Hengistbury Investment Partners LLP | 245,917 | $43.4M | 31.70% | −72,179−22.7% | Reduced |
| Nuveen Asset Management, LLC | 250,016 | $44.2M | 0.01% | −10,156−3.9% | Reduced |
| Dimensional Fund Advisors LP | 257,249 | $45.5M | 0.01% | −26,184−9.2% | Reduced |
| Voya Investment Management LLC | 257,426 | $45.5M | 0.05% | −825,130−76.2% | Reduced |
| Marathon Asset Mgmt Ltd | 259,100 | $45.8M | 1.28% | −16,756−6.1% | Reduced |
| 1832 Asset Management L.P. | 261,933 | $46.3M | 0.08% | −302,792−53.6% | Reduced |
| Retirement Systems of Alabama | 263,514 | $46.6M | 0.17% | +176+0.1% | Added |
| Squarepoint Ops LLC | 275,899 | $48.7M | 0.13% | −61,333−18.2% | Reduced |
| Rhumbline Advisers | 281,418 | $49.7M | 0.04% | −2,131−0.8% | Reduced |
| Hosking Partners LLP | 284,738 | $50.3M | 1.97% | +10,208+3.7% | Added |
| Canada Pension Plan Investment Board | 285,565 | $50.5M | 0.05% | +136,005+90.9% | Added |
| TimesSquare Capital Management, LLC | 287,800 | $50.8M | 0.74% | −66,305−18.7% | Reduced |
| Hudson Way Capital Management LLC | 296,502 | $52.4M | 5.92% | −128,375−30.2% | Reduced |
| Oakcliff Capital Partners, LP | 299,685 | $52.9M | 27.07% | −2,962−1.0% | Reduced |
| UBS Asset Management Americas Inc | 306,854 | $54.2M | 0.01% | +44,654+17.0% | Added |
| Envestnet Asset Management Inc | 330,616 | $58.4M | 0.02% | −11,852−3.5% | Reduced |
| Legal & General Group Plc | 342,608 | $60.5M | 0.02% | −18,542−5.1% | Reduced |
| Principal Financial Group Inc | 361,631 | $63.9M | 0.03% | −4,573−1.2% | Reduced |
| FIL Ltd | 369,180 | $65.2M | 0.06% | −129,346−25.9% | Reduced |
| Citigroup Inc | 376,218 | $66.5M | 0.06% | −1,002−0.3% | Reduced |
| UBS Group AG | 378,896 | $66.9M | 0.02% | +72,110+23.5% | Added |
| Citadel Advisors LLC | 383,096 | $67.7M | 0.06% | +260,799+213.3% | Added |
| Fullerton Fund Management Co Ltd. | 390,882 | $69.1M | 2.41% | +390,882 | New |
| Goldman Sachs Group Inc | 397,709 | $70.3M | 0.01% | +107,247+36.9% | Added |
| Ensign Peak Advisors, Inc | 421,633 | $74.5M | 0.13% | −55,375−11.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 441,176 | $77.9M | 0.05% | −158,928−26.5% | Reduced |
| Ancient Art, L.P. | 445,909 | $78.8M | 16.76% | −10,455−2.3% | Reduced |
| Millennium Management LLC | 449,850 | $79.5M | 0.07% | −131,686−22.6% | Reduced |
| Two Sigma Advisers, LP | 465,900 | $82.3M | 0.19% | +382,100+456.0% | Added |
| Two Sigma Investments, LP | 489,175 | $86.4M | 0.20% | +378,981+343.9% | Added |
| Marshall Wace, LLP | 511,636 | $90.4M | 0.11% | −879,460−63.2% | Reduced |
| Qube Research & Technologies Ltd | 513,547 | $90.7M | 0.15% | +513,547 | New |
| Agf Management Ltd | 549,779 | $97.1M | 0.48% | −20,114−3.5% | Reduced |
| Renaissance Technologies LLC | 604,910 | $106.9M | 0.16% | +225,910+59.6% | Added |
| Royal Bank of Canada | 629,374 | $111.2M | 0.02% | +20,238+3.3% | Added |
| Empower Advisory Group, LLC | 676,926 | $119.6M | 0.40% | −8,209−1.2% | Reduced |
| Raymond James Financial Inc | 679,495 | $120.0M | 0.04% | +679,495 | New |
| Bronte Capital Management Pty Ltd. | 595,044 | $123.3M | 9.73% | −238,583−28.6% | Reduced |
| Bank of New York Mellon Corp | 752,432 | $132.9M | 0.02% | −86,958−10.4% | Reduced |
| Invesco Ltd. | 765,959 | $135.3M | 0.03% | +214,844+39.0% | Added |
| Charles Schwab Investment Management Inc | 818,198 | $144.6M | 0.03% | +18,775+2.3% | Added |
| Northern Trust Corp | 876,489 | $154.8M | 0.02% | +112,500+14.7% | Added |
| Bamco Inc | 913,967 | $161.5M | 0.42% | +1,359+0.1% | Added |
| Wells Fargo & Company | 947,826 | $167.5M | 0.04% | −55,124−5.5% | Reduced |
| Bares Capital Management, Inc. | 951,647 | $168.1M | 15.13% | −164,877−14.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,084,337 | $191.6M | 0.68% | +376,004+53.1% | Added |
| Neuberger Berman Group LLC | 1,143,729 | $202.3M | 0.16% | −19,086−1.6% | Reduced |
| Jarislowsky, Fraser Ltd | 1,239,524 | $216.8M | 1.27% | −214,981−14.8% | Reduced |
| FMR LLC | 1,281,882 | $226.5M | 0.01% | +187,284+17.1% | Added |
| Morgan Stanley | 1,297,923 | $229.3M | 0.02% | −99,351−7.1% | Reduced |
| Norges Bank | 1,297,989 | $229.3M | 0.03% | +17,060+1.3% | Added |
| Wellington Management Group LLP | 1,494,029 | $264.0M | 0.05% | +1,476,135+8,249.3% | Added |
| Egerton Capital (UK) LLP | 1,848,173 | $326.5M | 3.78% | −1,534,340−45.4% | Reduced |