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 |
|---|---|---|---|---|---|
| State of Wisconsin Investment Board | 114,164 | $20.2M | 0.05% | −51,191−31.0% | Reduced |
| Great West Life Assurance Co | 108,577 | $19.2M | 0.03% | +13,302+14.0% | Added |
| Lansing Management LP | 106,559 | $18.8M | 16.58% | −46,839−30.5% | Reduced |
| Gabelli Funds LLC | 106,386 | $18.8M | 0.14% | −9,814−8.4% | Reduced |
| California State Teachers Retirement System | 104,447 | $18.5M | 0.02% | +7,861+8.1% | Added |
| Rovida Investment Management Ltd | 100,000 | $17.7M | 5.52% | +100,000 | New |
| D. E. Shaw & Co., Inc. | 99,107 | $17.5M | 0.02% | −237,633−70.6% | Reduced |
| State Board of Administration of Florida Retirement System | 98,760 | $17.4M | 0.03% | −1,270−1.3% | Reduced |
| Alyeska Investment Group, L.P. | 94,718 | $16.7M | 0.06% | +94,718 | New |
| American Century Companies Inc | 90,974 | $16.1M | 0.01% | +26,234+40.5% | Added |
| Robeco Institutional Asset Management B.V. | 90,290 | $16.0M | 0.03% | +30,290+50.5% | Added |
| Cercano Management LLC | 87,193 | $15.4M | 0.39% | +87,193 | New |
| Manufacturers Life Insurance Company, The | 84,193 | $14.9M | 0.01% | −6,718−7.4% | Reduced |
| Trexquant Investment LP | 83,824 | $14.8M | 0.17% | +72,159+618.6% | Added |
| Winmill & Co. Inc | 81,800 | $14.5M | 4.68% | 00.0% | Unchanged |
| Martingale Asset Management L P | 80,854 | $14.3M | 0.35% | −9,806−10.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 78,243 | $13.8M | 0.09% | +53,849+220.7% | Added |
| O'Brien Greene & Co. Inc | 75,911 | $13.4M | 4.35% | −5,807−7.1% | Reduced |
| Janney Montgomery Scott LLC | 75,102 | $13.3M | 0.04% | −1,636−2.1% | Reduced |
| BNP Paribas Arbitrage, SA | 74,783 | $13.2M | 0.01% | +59,481+388.7% | Added |
| First Trust Advisors LP | 73,434 | $13.0M | 0.01% | −13,455−15.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 63,230 | $12.9M | 0.11% | 00.0% | Unchanged |
| HRT Financial LP | 72,073 | $12.7M | 0.07% | +72,073 | New |
| New York State Teachers Retirement System | 70,027 | $12.4M | 0.03% | +134+0.2% | Added |
| Arrowstreet Capital, Limited Partnership | 68,010 | $12.0M | 0.01% | +68,010 | New |
| Brevan Howard Capital Management LP | 67,617 | $11.9M | 0.30% | +67,617 | New |
| Quinn Opportunity Partners LLC | 67,048 | $11.8M | 0.85% | −79,009−54.1% | Reduced |
| Stony Point Capital LLC | 66,626 | $11.8M | 2.70% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 65,374 | $11.6M | 0.00% | +5,962+10.0% | Added |
| New York State Common Retirement Fund | 64,502 | $11.4M | 0.02% | −4,500−6.5% | Reduced |
| New Age Alpha Advisors, LLC | 61,628 | $10.9M | 0.44% | +61,628 | New |
| MetLife Investment Management | 61,318 | $10.8M | 0.06% | +5,123+9.1% | Added |
| National Bank of Canada | 60,692 | $10.7M | 0.01% | +51,482+559.0% | Added |
| Truist Financial Corp | 59,920 | $10.6M | 0.02% | −1,012−1.7% | Reduced |
| HighTower Advisors, LLC | 59,082 | $10.4M | 0.01% | −13,554−18.7% | Reduced |
| SEI Investments Co | 58,840 | $10.4M | 0.01% | −3,112−5.0% | Reduced |
| Jump Financial, LLC | 57,643 | $10.2M | 0.21% | +26,960+87.9% | Added |
| Mutual of America Capital Management LLC | 57,514 | $10.2M | 0.11% | −1,306−2.2% | Reduced |
| Warther Private Wealth, LLC | 57,260 | $10.1M | 3.44% | −7,315−11.3% | Reduced |
| Edgestream Partners, L.P. | 55,764 | $9.85M | 0.42% | +10,978+24.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 54,828 | $9.69M | 1.02% | +1,283+2.4% | Added |
| Janus Henderson Group PLC | 54,815 | $9.68M | 0.00% | −15,428−22.0% | Reduced |
| Amalgamated Bank | 51,746 | $9.14M | 0.08% | +107+0.2% | Added |
| Intech Investment Management LLC | 50,010 | $8.84M | 0.09% | +17,499+53.8% | Added |
| Cozad Asset Management Inc | 49,287 | $8.71M | 0.81% | +868+1.8% | Added |
| ExodusPoint Capital Management, LP | 49,232 | $8.70M | 0.09% | +17,628+55.8% | Added |
| Emmett Investment Management, LP | 48,375 | $8.55M | 7.68% | +48,375 | New |
| Governors Lane LP | 48,331 | $8.54M | 1.27% | −118,569−71.0% | Reduced |
| Treasurer of the State of North Carolina | 47,650 | $8.42M | 0.03% | +220+0.5% | Added |
| Harbor Advisors LLC | 46,708 | $8.25M | 1.30% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 46,615 | $8.23M | 0.03% | +13,307+40.0% | Added |
| Jain Global LLC | 46,227 | $8.17M | 0.24% | +46,227 | New |
| Pinebridge Investments, L.P. | 44,610 | $7.88M | 0.06% | +10,373+30.3% | Added |
| Cetera Investment Advisers | 44,492 | $7.86M | 0.02% | +325+0.7% | Added |
| Kodai Capital Management LP | 44,479 | $7.86M | 0.32% | −106,229−70.5% | Reduced |
| State of Tennessee, Treasury Department | 44,162 | $7.80M | 0.03% | −1,246−2.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 43,137 | $7.62M | 0.08% | +17,872+70.7% | Added |
| Comerica Bank | 43,070 | $7.61M | 0.03% | −2,443−5.4% | Reduced |
| Militia Capital Partners, LP | 41,290 | $7.29M | 3.42% | +41,290 | New |
| Marvin & Palmer Associates Inc | 41,211 | $7.28M | 5.56% | −7,643−15.6% | Reduced |
| Scotia Capital Inc. | 40,564 | $7.17M | 0.04% | −5,766−12.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 40,273 | $7.12M | 0.03% | −5,745−12.5% | Reduced |
| CWM Advisors, LLC | 39,607 | $7.00M | 0.78% | −5,980−13.1% | Reduced |
| NewEdge Wealth, LLC | 39,367 | $6.95M | 0.12% | +1,563+4.1% | Added |
| Vestmark Advisory Solutions, Inc. | 39,309 | $6.94M | 0.24% | +1,596+4.2% | Added |
| Weiss Asset Management LP | 38,602 | $6.82M | 0.16% | +38,602 | New |
| State of New Jersey Common Pension Fund D | 38,583 | $6.82M | 0.03% | +2,042+5.6% | Added |
| Yousif Capital Management, LLC | 38,254 | $6.76M | 0.07% | −1,566−3.9% | Reduced |
| Empowered Funds, LLC | 37,975 | $6.71M | 0.10% | +36,441+2,375.6% | Added |
| Walleye Capital LLC | 37,476 | $6.62M | 0.06% | −47,247−55.8% | Reduced |
| AWH Capital, L.P. | 36,750 | $6.49M | 7.72% | −8,250−18.3% | Reduced |
| Public Employees Retirement System of Ohio | 36,504 | $6.45M | 0.02% | −2,102−5.4% | Reduced |
| SkyView Investment Advisors, LLC | 36,487 | $6.45M | 1.03% | −484−1.3% | Reduced |
| TD Waterhouse Canada Inc. | 34,972 | $6.17M | 0.05% | +3,637+11.6% | Added |
| Cooper Investors Pty Ltd | 34,867 | $6.16M | 0.97% | −66,851−65.7% | Reduced |
| Capital Fund Management S.A. | 34,496 | $6.09M | 0.06% | +34,496 | New |
| Credit Agricole S A | 34,014 | $6.01M | 0.02% | −7,382−17.8% | Reduced |
| Zacks Investment Management | 33,641 | $5.94M | 0.06% | −267−0.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,770 | $5.61M | 0.05% | −760−2.3% | Reduced |
| Teacher Retirement System of Texas | 31,670 | $5.59M | 0.02% | −24,505−43.6% | Reduced |
| Man Group plc | 31,642 | $5.59M | 0.02% | −45,881−59.2% | Reduced |
| Arizona State Retirement System | 31,569 | $5.58M | 0.03% | +2,269+7.7% | Added |
| WBI Investments | 31,409 | $5.55M | 1.39% | +31,409 | New |
| Ibex Wealth Advisors | 31,148 | $5.50M | 0.65% | +31,148 | New |
| Resources Investment Advisors, LLC. | 30,513 | $5.39M | 0.06% | +684+2.3% | Added |
| Atria Investments LLC | 30,255 | $5.35M | 0.07% | −1,546−4.9% | Reduced |
| Louisiana State Employees Retirement System | 30,200 | $5.34M | 0.10% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 28,995 | $5.12M | 0.01% | +2,752+10.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 28,989 | $5.12M | 0.01% | +5,739+24.7% | Added |
| Gotham Asset Management, LLC | 28,354 | $5.01M | 0.05% | −2,166−7.1% | Reduced |
| Prescott Group Capital Management, L.L.C. | 27,919 | $4.93M | 0.67% | 00.0% | Unchanged |
| Bank of Montreal | 27,554 | $4.87M | 0.00% | −2,485−8.3% | Reduced |
| Graham Capital Management, L.P. | 27,240 | $4.81M | 0.15% | −6,695−19.7% | Reduced |
| Fifth Third Bancorp | 27,023 | $4.77M | 0.02% | +10,513+63.7% | Added |
| CWA Asset Management Group, LLC | 26,549 | $4.69M | 0.24% | −1,648−5.8% | Reduced |
| Sanctuary Advisors, LLC | 21,280 | $4.66M | 0.03% | −357−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,292 | $4.65M | 0.04% | +318+1.2% | Added |
| Kennondale Capital Management LLC | 26,154 | $4.62M | 4.99% | +26,154 | New |
| State of Michigan Retirement System | 25,779 | $4.55M | 0.02% | −100−0.4% | Reduced |
| Thrivent Financial for Lutherans | 25,619 | $4.53M | 0.01% | +50+0.2% | Added |