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 |
|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | 8,463 | $1.51M | 0.05% | −3,518−29.4% | Reduced |
| Franklin Resources Inc | 8,556 | $1.51M | 0.00% | +7,159+512.5% | Added |
| Crossmark Global Holdings, Inc. | 8,442 | $1.49M | 0.03% | +311+3.8% | Added |
| Chiron Investment Management, LLC | 8,391 | $1.48M | 0.49% | 00.0% | Unchanged |
| Aviso Financial Inc. | 8,313 | $1.47M | 0.07% | −2,112−20.3% | Reduced |
| Cinctive Capital Management LP | 8,288 | $1.46M | 0.08% | +8,288 | New |
| Securian Asset Management, Inc | 8,231 | $1.45M | 0.04% | −211−2.5% | Reduced |
| Axq Capital, LP | 8,190 | $1.45M | 0.65% | +5,444+198.3% | Added |
| Prudential Financial Inc | 8,030 | $1.42M | 0.00% | −10,357−56.3% | Reduced |
| Brown Brothers Harriman & Co | 7,807 | $1.38M | 0.01% | +386+5.2% | Added |
| FourThought Financial Partners, LLC | 7,706 | $1.36M | 0.14% | −616−7.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,696 | $1.36M | 0.64% | +113+1.5% | Added |
| Virtus ETF Advisers LLC | 7,622 | $1.35M | 0.55% | +169+2.3% | Added |
| AE Wealth Management LLC | 7,532 | $1.33M | 0.01% | −505−6.3% | Reduced |
| Hanseatic Management Services Inc | 7,313 | $1.29M | 1.64% | +97+1.3% | Added |
| Illinois Municipal Retirement Fund | 7,278 | $1.29M | 0.02% | 00.0% | Unchanged |
| Lebenthal Global Advisors, LLC | 7,187 | $1.27M | 0.23% | +78+1.1% | Added |
| Mystic Asset Management, Inc. | 7,050 | $1.25M | 0.33% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 7,012 | $1.24M | 0.00% | −418−5.6% | Reduced |
| Massachusetts Financial Services Co | 6,901 | $1.22M | 0.00% | +6,901 | New |
| Caldwell Investment Management Ltd. | 6,800 | $1.22M | 0.82% | +6,800 | New |
| Virtue Capital Management, LLC | 6,862 | $1.21M | 0.24% | +412+6.4% | Added |
| LVW Advisors, LLC | 6,632 | $1.17M | 0.14% | −158−2.3% | Reduced |
| Global Retirement Partners, LLC | 6,455 | $1.14M | 0.03% | +5,741+804.1% | Added |
| Evelyn Partners Investment Management LLP | 25,802 | $1.14M | 0.04% | +25,802 | New |
| Mariner, LLC | 6,426 | $1.14M | 0.00% | +418+7.0% | Added |
| Prime Capital Investment Advisors, LLC | 6,416 | $1.13M | 0.02% | +3,670+133.6% | Added |
| Main Management ETF Advisors, LLC | 6,408 | $1.13M | 0.05% | −576−8.2% | Reduced |
| Captrust Financial Advisors | 6,327 | $1.12M | 0.00% | +186+3.0% | Added |
| Sterling Capital Management LLC | 6,256 | $1.11M | 0.02% | +2,221+55.0% | Added |
| Strategic Investment Advisors | 6,183 | $1.09M | 0.12% | −809−11.6% | Reduced |
| Private Advisory Group LLC | 6,172 | $1.09M | 0.12% | +6,172 | New |
| Arkadios Wealth Advisors | 6,169 | $1.09M | 0.06% | −114−1.8% | Reduced |
| WealthTrust Asset Management, LLC | 6,118 | $1.08M | 0.78% | −498−7.5% | Reduced |
| Eschler Asset Management LLP | 6,111 | $1.08M | 2.54% | +311+5.4% | Added |
| Quantessence Capital LLC | 6,108 | $1.08M | 0.44% | +6,108 | New |
| Central Trust Co | 5,981 | $1.06M | 0.03% | +737+14.1% | Added |
| DekaBank Deutsche Girozentrale | 6,043 | $1.05M | 0.00% | 00.0% | Unchanged |
| Fig Financial Advisory Services Inc | 5,907 | $1.04M | 0.71% | +5,907 | New |
| Davenport & Co LLC | 5,856 | $1.03M | 0.01% | +103+1.8% | Added |
| Tower Research Capital LLC (TRC) | 5,820 | $1.03M | 0.02% | +3,314+132.2% | Added |
| Atomi Financial Group, Inc. | 5,722 | $1.01M | 0.05% | +484+9.2% | Added |
| Utah Retirement Systems | 5,700 | $1.01M | 0.01% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 5,649 | $998.0K | 0.01% | +152+2.8% | Added |
| Maryland State Retirement & Pension System | 5,635 | $995.5K | 0.02% | −293−4.9% | Reduced |
| Caxton Associates LP | 5,621 | $993.1K | 0.03% | −2,489−30.7% | Reduced |
| Avantax Advisory Services, Inc. | 5,581 | $985.9K | 0.01% | −111−2.0% | Reduced |
| Dark Forest Capital Management LP | 5,505 | $972.6K | 0.14% | +5,505 | New |
| Owls Nest Partners IA, LLC | 5,500 | $971.7K | 0.22% | −5,500−50.0% | Reduced |
| Guggenheim Capital LLC | 5,499 | $971.5K | 0.01% | +2,645+92.7% | Added |
| MBM Wealth Consultants, LLC | 5,261 | $960.0K | 0.29% | +34+0.7% | Added |
| Prudential PLC | 5,430 | $959.3K | 0.00% | +3,330+158.6% | Added |
| Kestra Advisory Services, LLC | 5,394 | $953.0K | 0.01% | +736+15.8% | Added |
| Harvest Fund Management Co., Ltd | 5,368 | $942.0K | 0.04% | +3,759+233.6% | Added |
| Bridgefront Capital, LLC | 5,307 | $937.6K | 0.32% | +5,307 | New |
| Everpar Advisors LLC | 5,295 | $935.5K | 0.47% | +192+3.8% | Added |
| Impact Capital Partners LLC | 5,290 | $934.6K | 0.33% | +5,290 | New |
| TownSquare Capital, LLC | 5,218 | $921.7K | 0.01% | −238−4.4% | Reduced |
| Pullen Investment Management, LLC | 5,197 | $918.2K | 0.60% | −386−6.9% | Reduced |
| Mercer Global Advisors Inc | 5,183 | $915.7K | 0.00% | −1,791−25.7% | Reduced |
| Vise Technologies, Inc. | 5,159 | $911.5K | 0.08% | +5,159 | New |
| Vontobel Holding Ltd. | 5,137 | $907.6K | 0.00% | −5,461−51.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,118 | $904.2K | 0.06% | +5,118 | New |
| ProShare Advisors LLC | 5,094 | $900.0K | 0.00% | +350+7.4% | Added |
| Gsa Capital Partners LLP | 5,089 | $899.0K | 0.07% | −5,471−51.8% | Reduced |
| SG Americas Securities, LLC | 5,060 | $894.0K | 0.00% | −1,904−27.3% | Reduced |
| Advisor OS, LLC | 5,054 | $893.0K | 0.10% | −2,574−33.7% | Reduced |
| Gamco Investors, Inc. Et Al | 5,050 | $892.2K | 0.01% | −600−10.6% | Reduced |
| Old National Bancorp | 4,975 | $878.9K | 0.02% | +185+3.9% | Added |
| Mackenzie Financial Corp | 4,948 | $874.2K | 0.00% | +4,948 | New |
| Cresset Asset Management, LLC | 4,923 | $869.7K | 0.00% | −2,103−29.9% | Reduced |
| Formidable Asset Management, LLC | 4,769 | $842.5K | 0.14% | −726−13.2% | Reduced |
| Advisors Asset Management, Inc. | 4,673 | $825.6K | 0.02% | +929+24.8% | Added |
| Tudor Investment Corp Et Al | 4,672 | $825.4K | 0.01% | +4,672 | New |
| Virtu Financial LLC | 4,609 | $814.0K | 0.04% | +4,609 | New |
| Raleigh Capital Management Inc. | 4,520 | $798.5K | 0.31% | −365−7.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 4,500 | $795.0K | 0.01% | −24,900−84.7% | Reduced |
| HighPoint Advisor Group LLC | 3,588 | $794.6K | 0.04% | +803+28.8% | Added |
| Venturi Wealth Management, LLC | 4,497 | $794.5K | 0.04% | +120+2.7% | Added |
| Friedenthal Financial | 4,388 | $775.2K | 0.45% | +4,388 | New |
| Shelton Capital Management | 4,308 | $761.1K | 0.02% | −127−2.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 4,301 | $760.0K | 0.12% | +93+2.2% | Added |
| Maridea Wealth Management LLC | 4,226 | $746.6K | 0.24% | +4,226 | New |
| Fox Run Management, L.L.C. | 4,200 | $742.0K | 0.13% | −3,129−42.7% | Reduced |
| Navellier & Associates Inc | 4,179 | $738.3K | 0.09% | +970+30.2% | Added |
| Steel Peak Wealth Management LLC | 4,101 | $724.5K | 0.03% | +418+11.3% | Added |
| Panagora Asset Management Inc | 4,100 | $724.3K | 0.00% | −350−7.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,025 | $711.1K | 0.13% | +18+0.4% | Added |
| Lecap Asset Management Ltd | 4,025 | $711.1K | 0.19% | +4,025 | New |
| Farringdon Capital, Ltd. | 3,856 | $681.2K | 0.28% | +3,856 | New |
| Delta Investment Management, LLC | 3,824 | $675.5K | 0.13% | +124+3.4% | Added |
| Caisse de Depot Et Placement du Quebec | 3,791 | $669.8K | 0.00% | +3,791 | New |
| Integrated Advisors Network LLC | 3,770 | $666.0K | 0.03% | +206+5.8% | Added |
| Vident Advisory, LLC | 3,741 | $660.9K | 0.01% | +1,948+108.6% | Added |
| Impact Partnership Wealth, LLC | 3,659 | $646.4K | 0.13% | −773−17.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,603 | $636.5K | 0.03% | −9−0.2% | Reduced |
| Richard W. Paul & Associates, LLC | 3,594 | $635.0K | 0.23% | −186−4.9% | Reduced |
| Quantinno Capital Management LP | 3,591 | $634.4K | 0.01% | +424+13.4% | Added |
| Severin Investments, LLC | 3,588 | $633.9K | 0.63% | +3,588 | New |
| Cottonwood Capital Advisors, LLC | 3,567 | $630.1K | 0.45% | +1,732+94.4% | Added |