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 |
|---|---|---|---|---|---|
| Geode Capital Management, LLC | 2,259,032 | $399.2M | 0.03% | +193,497+9.4% | Added |
| Bank of America Corp | 2,338,972 | $413.2M | 0.04% | +1,117,186+91.4% | Added |
| Greenwich Wealth Management LLC | 2,774,582 | $490.2M | 34.56% | −204,641−6.9% | Reduced |
| State Street Corp | 3,354,590 | $592.7M | 0.02% | +132,455+4.1% | Added |
| Cantillon Capital Management LLC | 3,395,690 | $599.9M | 3.63% | +18,047+0.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 3,887,814 | $686.9M | 1.58% | +4,589+0.1% | Added |
| JPMorgan Chase & Co | 3,988,370 | $704.6M | 0.06% | −28,712−0.7% | Reduced |
| Orbis Allan Gray Ltd | 5,285,505 | $933.8M | 5.02% | −1,217,632−18.7% | Reduced |
| Vanguard Group Inc | 10,071,517 | $1.78B | 0.03% | −127,624−1.3% | Reduced |
| BlackRock, Inc. | 10,333,810 | $1.83B | 0.04% | +761,378+8.0% | Added |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Abrams Bison Investments, LLC | 0 | $0 | 0.00% | −408,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Sparta 24 Ltd. | 0 | $0 | 0.00% | −52,177−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −46,912−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −37,239−100.0% | Sold out |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −27,546−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −21,361−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −15,201−100.0% | Sold out |
| Fiduciary Family Office, LLC | 0 | $0 | 0.00% | −15,120−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −149,115−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −5,607−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,464−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −4,801−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,731−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −3,647−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Heritage Oak Wealth Advisors LLC | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,595−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,506−100.0% | Sold out |
| Ramirez Asset Management, Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −905−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −622−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Verdad Advisers, LP | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| Axiom Advisory, LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |