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 |
|---|---|---|---|---|---|
| Crawford Fund Management, LLC | 25,258 | $4.46M | 2.99% | −18,900−42.8% | Reduced |
| EULAV Asset Management | 25,000 | $4.42M | 0.11% | −1,000−3.8% | Reduced |
| TCW Group Inc | 24,896 | $4.40M | 0.04% | +1,515+6.5% | Added |
| Bessemer Group Inc | 24,838 | $4.39M | 0.01% | +114+0.5% | Added |
| Pilgrim Partners Asia Pte Ltd | 24,500 | $4.33M | 3.77% | +24,500 | New |
| Northwestern Mutual Investment Management Company, LLC | 24,198 | $4.28M | 0.09% | +52+0.2% | 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 |
| Wealthfront Advisers LLC | 22,579 | $3.99M | 0.01% | +3,473+18.2% | Added |
| Epacria Capital Partners, LLC | 22,500 | $3.98M | 3.36% | −2,406−9.7% | Reduced |
| Stanley-Laman Group, Ltd. | 22,473 | $3.97M | 0.56% | −2,594−10.3% | Reduced |
| New Mexico Educational Retirement Board | 22,228 | $3.93M | 0.13% | +1,168+5.5% | Added |
| Oregon Public Employees Retirement Fund | 22,150 | $3.91M | 0.07% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 22,042 | $3.89M | 2.37% | +22,042 | New |
| KLP Kapitalforvaltning AS | 22,000 | $3.89M | 0.02% | +22,000 | New |
| Ameritas Investment Partners, Inc. | 21,808 | $3.85M | 0.13% | −521−2.3% | Reduced |
| Union Bancaire Privee, UBP SA | 22,694 | $3.75M | 0.07% | +22,694 | New |
| Natixis Advisors, L.P. | 21,203 | $3.75M | 0.01% | +2,369+12.6% | Added |
| Banco BTG Pactual S.A. | 20,000 | $3.65M | 0.85% | +20,000 | New |
| Federation des caisses Desjardins du Quebec | 20,550 | $3.63M | 0.02% | −2,331−10.2% | Reduced |
| Quadrature Capital Ltd | 20,330 | $3.59M | 0.07% | +9,690+91.1% | Added |
| USS Investment Management Ltd | 20,085 | $3.55M | 0.03% | −5,115−20.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 19,700 | $3.48M | 0.86% | +19,700 | New |
| Algert Global LLC | 19,392 | $3.43M | 0.08% | +13,030+204.8% | Added |
| Exchange Traded Concepts, LLC | 19,063 | $3.37M | 0.07% | +6,557+52.4% | Added |
| TD Private Client Wealth LLC | 18,953 | $3.35M | 0.09% | −844−4.3% | Reduced |
| TD Asset Management Inc | 18,749 | $3.31M | 0.00% | +18,749 | New |
| LMR Partners LLP | 18,720 | $3.31M | 0.06% | +18,720 | New |
| Illumine Investment Management, LLC | 18,585 | $3.28M | 2.70% | +18,585 | New |
| US Bancorp | 18,144 | $3.21M | 0.00% | −474−2.5% | Reduced |
| Uncommon Cents Investing LLC | 17,120 | $3.02M | 0.90% | +90+0.5% | Added |
| XTX Topco Ltd | 17,095 | $3.02M | 0.25% | +494+3.0% | Added |
| Commonwealth Equity Services, LLC | 17,008 | $3.00M | 0.00% | +990+6.2% | Added |
| Qsemble Capital Management, LP | 16,830 | $2.97M | 0.40% | +6,382+61.1% | Added |
| Nordea Investment Management AB | 16,592 | $2.94M | 0.00% | −5,837−26.0% | Reduced |
| 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 |
| Nomura Holdings Inc | 15,932 | $2.81M | 0.01% | +15,932 | New |
| S&CO Inc | 15,875 | $2.80M | 0.19% | +500+3.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 15,419 | $2.72M | 0.03% | +15,419 | New |
| Sumitomo Life Insurance Co | 15,272 | $2.70M | 0.05% | +9,715+174.8% | Added |
| Quantbot Technologies LP | 15,104 | $2.67M | 0.10% | +15,104 | New |
| Insight Wealth Strategies, LLC | 15,102 | $2.67M | 0.36% | −3,584−19.2% | Reduced |
| Freedom Day Solutions, LLC | 15,084 | $2.66M | 0.80% | +279+1.9% | Added |
| FORA Capital, LLC | 14,935 | $2.64M | 0.30% | +11,197+299.5% | Added |
| PenderFund Capital Management Ltd. | 10,038 | $2.55M | 0.55% | −10,000−49.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 14,000 | $2.47M | 0.00% | +1,377+10.9% | Added |
| Toroso Investments, LLC | 13,955 | $2.47M | 0.02% | +135+1.0% | Added |
| Jefferies Financial Group Inc. | 13,857 | $2.45M | 0.03% | +5,957+75.4% | Added |
| Engineers Gate Manager LP | 13,820 | $2.44M | 0.04% | +4,788+53.0% | Added |
| Acadian Asset Management LLC | 13,772 | $2.43M | 0.01% | +13,614+8,616.5% | Added |
| Aspire Private Capital, LLC | 13,568 | $2.40M | 0.59% | −163−1.2% | Reduced |
| Symmetry Investments LP | 13,500 | $2.39M | 0.14% | +13,500 | New |
| Nomura Asset Management Co Ltd | 13,463 | $2.38M | 0.01% | +13,463 | New |
| Bank of Nova Scotia | 13,392 | $2.37M | 0.00% | −6,301−32.0% | Reduced |
| Independent Solutions Wealth Management, LLC | 13,407 | $2.37M | 0.52% | +165+1.2% | Added |
| LRT Capital Management, LLC | 13,228 | $2.34M | 1.83% | +13,228 | New |
| New Millennium Group LLC | 13,129 | $2.32M | 1.36% | +13,129 | New |
| Rockefeller Capital Management L.P. | 13,054 | $2.31M | 0.01% | +13,054 | New |
| JustInvest LLC | 13,017 | $2.30M | 0.03% | +560+4.5% | Added |
| Centiva Capital, LP | 13,008 | $2.30M | 0.09% | +13,008 | New |
| Xponance, Inc. | 12,731 | $2.25M | 0.02% | +817+6.9% | Added |
| Vestcor Inc | 12,585 | $2.22M | 0.07% | −3,401−21.3% | Reduced |
| Sowell Financial Services LLC | 12,543 | $2.22M | 0.12% | +12,543 | New |
| State of Alaska, Department of Revenue | 12,416 | $2.19M | 0.02% | −220−1.7% | Reduced |
| M&T Bank Corp | 12,390 | $2.19M | 0.01% | +1,088+9.6% | Added |
| Pathstone Holdings, LLC | 11,879 | $2.10M | 0.01% | −469−3.8% | Reduced |
| Donoghue Forlines LLC | 11,817 | $2.09M | 0.70% | +11,817 | New |
| Wiley Bros.-Aintree Capital, LLC | 11,242 | $2.07M | 0.02% | +3,454+44.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 11,673 | $2.06M | 0.01% | −91−0.8% | Reduced |
| Walleye Trading LLC | 11,572 | $2.04M | 0.04% | −3,779−24.6% | Reduced |
| Mission Wealth Management, LP | 11,292 | $1.99M | 0.05% | −228−2.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 11,167 | $1.97M | 0.02% | +2,596+30.3% | Added |
| Heartland Advisors Inc | 11,111 | $1.96M | 0.11% | −8,465−43.2% | Reduced |
| Prana Capital Management, LP | 11,079 | $1.96M | 0.09% | +11,079 | New |
| Chase Investment Counsel Corp | 11,000 | $1.94M | 0.62% | 00.0% | Unchanged |
| AQR Capital Management LLC | 10,991 | $1.94M | 0.00% | +8,529+346.4% | Added |
| D.A. Davidson & Co. | 10,902 | $1.93M | 0.02% | −388−3.4% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $1.90M | 0.01% | 00.0% | Unchanged |
| Aurora Investment Counsel | 10,657 | $1.88M | 1.03% | −1,489−12.3% | Reduced |
| Advisor Group Holdings, Inc. | 10,621 | $1.88M | 0.00% | +3,255+44.2% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10,441 | $1.84M | 0.00% | −1,495−12.5% | Reduced |
| Gator Capital Management, LLC | 10,200 | $1.80M | 0.68% | 00.0% | Unchanged |
| Inspire Advisors, LLC | 10,142 | $1.79M | 0.22% | 00.0% | Unchanged |
| Creative Planning | 9,947 | $1.76M | 0.00% | +1,751+21.4% | Added |
| Polymer Capital Management (HK) LTD | 9,906 | $1.75M | 0.31% | +9,906 | New |
| Scientech Research LLC | 9,835 | $1.74M | 0.49% | −580−5.6% | Reduced |
| Blackhawk Capital Partners LLC. | 9,603 | $1.70M | 0.88% | +2,528+35.7% | Added |
| Penserra Capital Management LLC | 9,605 | $1.70M | 0.03% | +6,242+185.6% | Added |
| The PNC Financial Services Group, Inc. | 9,517 | $1.68M | 0.00% | +678+7.7% | Added |
| Dumont & Blake Investment Advisors LLC | 9,498 | $1.68M | 0.45% | −76−0.8% | Reduced |
| Connective Capital Management, LLC | 9,410 | $1.66M | 1.94% | +2,295+32.3% | Added |
| MML Investors Services, LLC | 9,347 | $1.65M | 0.01% | +38+0.4% | Added |
| Munro Partners | 9,200 | $1.63M | 0.06% | +5,585+154.5% | Added |
| Entropy Technologies, LP | 9,088 | $1.61M | 0.17% | −1,749−16.1% | Reduced |
| Silver Oak Securities, Inc | 8,907 | $1.59M | 0.15% | −1,619−15.4% | Reduced |
| CI Private Wealth, LLC | 8,800 | $1.55M | 0.00% | +1,132+14.8% | Added |
| Ethic Inc. | 8,676 | $1.53M | 0.03% | +4,745+120.7% | Added |
| Cim, LLC | 8,606 | $1.52M | 0.22% | +8,606 | New |
| Richard P Slaughter Associates Inc | 8,574 | $1.51M | 0.34% | +8,574 | New |