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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 3,556 | $628.3K | 0.00% | −1,265−26.2% | Reduced |
| Griffin Asset Management, Inc. | 3,480 | $614.8K | 0.07% | −80−2.2% | Reduced |
| Raiffeisen Bank International AG | 3,416 | $611.3K | 0.01% | +3,416 | New |
| Rafferty Asset Management, LLC | 3,434 | $606.7K | 0.00% | +221+6.9% | Added |
| Global Endowment Management, LP | 3,392 | $599.3K | 0.08% | −66,484−95.1% | Reduced |
| Versor Investments LP | 3,371 | $595.6K | 0.10% | −33−1.0% | Reduced |
| CIBC Asset Management Inc | 3,336 | $589.4K | 0.00% | +175+5.5% | Added |
| Fulton Bank, N.A. | 3,319 | $586.4K | 0.02% | +190+6.1% | Added |
| New Wave Wealth Advisors LLC | 3,317 | $586.0K | 0.24% | −70−2.1% | Reduced |
| Hyperion Capital Advisors LP | 3,313 | $585.3K | 0.30% | −1,400−29.7% | Reduced |
| Studio Investment Management LLC | 3,223 | $569.4K | 0.12% | −138−4.1% | Reduced |
| Straightline Group LLC | 3,217 | $568.4K | 0.37% | +3,217 | New |
| Maven Securities LTD | 3,200 | $565.3K | 0.09% | +3,200 | New |
| Boyar Asset Management Inc. | 3,197 | $564.8K | 0.37% | +21+0.7% | Added |
| Cross Staff Investments Inc | 3,150 | $556.5K | 0.42% | +1,150+57.5% | Added |
| Yorktown Management & Research Co Inc | 3,100 | $547.7K | 0.53% | +3,100 | New |
| Cambridge Investment Research Advisors, Inc. | 3,072 | $543.0K | 0.00% | −2,280−42.6% | Reduced |
| Heritage Family Offices, LLP | 3,067 | $541.9K | 0.27% | −347−10.2% | Reduced |
| Picton Mahoney Asset Management | 3,022 | $534.0K | 0.02% | +3,022 | New |
| PFG Investments, LLC | 3,012 | $532.1K | 0.03% | −321−9.6% | Reduced |
| National Asset Management, Inc. | 2,989 | $528.1K | 0.02% | −1,132−27.5% | Reduced |
| CAPROCK Group, Inc. | 2,971 | $524.9K | 0.02% | +957+47.5% | Added |
| GWM Advisors LLC | 2,967 | $524.3K | 0.00% | +1,590+115.5% | Added |
| Keybank National Association | 2,931 | $517.8K | 0.00% | +800+37.5% | Added |
| Bayforest Capital Ltd | 2,902 | $512.7K | 0.64% | +2,902 | New |
| Benjamin Edwards Inc | 2,892 | $511.6K | 0.01% | −39−1.3% | Reduced |
| Fayez Sarofim & Co | 2,893 | $511.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2,885 | $509.7K | 0.16% | −442−13.3% | Reduced |
| Wealth Alliance | 2,860 | $505.3K | 0.06% | −260−8.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,854 | $504.2K | 0.03% | −49−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,849 | $503.4K | 0.00% | +1,128+65.5% | Added |
| Quadrant Capital Group LLC | 2,839 | $501.6K | 0.03% | +73+2.6% | Added |
| Eqis Capital Management, Inc. | 2,778 | $490.7K | 0.04% | −153−5.2% | Reduced |
| Alps Advisors Inc | 2,768 | $489.0K | 0.00% | 00.0% | Unchanged |
| Bryce Point Capital, LLC | 2,750 | $485.8K | 0.14% | +2,750 | New |
| CIBC World Markets Inc. | 2,743 | $485.0K | 0.00% | +411+17.6% | Added |
| Spire Wealth Management | 2,735 | $483.2K | 0.02% | +426+18.4% | Added |
| Profund Advisors LLC | 2,699 | $476.8K | 0.02% | −283−9.5% | Reduced |
| Financial Strategies Group, Inc. | 2,574 | $476.7K | 0.11% | −256−9.0% | Reduced |
| Synergy Financial Group, LTD | 2,688 | $474.9K | 0.40% | +10+0.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 2,657 | $469.4K | 0.02% | −21−0.8% | Reduced |
| Capstone Investment Advisors, LLC | 2,635 | $465.5K | 0.00% | +2,635 | New |
| Ossiam | 2,629 | $464.5K | 0.01% | +660+33.5% | Added |
| Crewe Advisors LLC | 2,548 | $450.2K | 0.06% | 00.0% | Unchanged |
| Leonteq Securities AG | 2,529 | $446.6K | 0.04% | −162−6.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,516 | $444.5K | 0.02% | −1,801−41.7% | Reduced |
| Hilltop Holdings Inc. | 2,496 | $441.0K | 0.03% | +536+27.3% | Added |
| Axxcess Wealth Management, LLC | 2,458 | $434.3K | 0.01% | −47−1.9% | Reduced |
| Aigen Investment Management, LP | 2,446 | $432.1K | 0.08% | +2,446 | New |
| KG&L Capital Management,LLC | 2,425 | $428.4K | 0.14% | +60+2.5% | Added |
| Joel Isaacson & Co., LLC | 2,401 | $424.3K | 0.02% | +3+0.1% | Added |
| First Citizens Bank & Trust Co | 2,390 | $422.2K | 0.01% | +383+19.1% | Added |
| Los Angeles Capital Management LLC | 2,381 | $420.7K | 0.00% | −660−21.7% | Reduced |
| Landscape Capital Management, L.L.C. | 2,363 | $417.5K | 0.04% | +241+11.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,360 | $416.9K | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 2,252 | $397.9K | 0.03% | +81+3.7% | Added |
| Thrive Wealth Management, LLC | 2,223 | $392.7K | 0.07% | −97−4.2% | Reduced |
| IFP Advisors, Inc | 2,206 | $390.2K | 0.01% | −192−8.0% | Reduced |
| Putney Financial Group LLC | 2,207 | $389.9K | 0.35% | +2,207 | New |
| USA Financial Portformulas Corp | 2,201 | $388.9K | 0.06% | +2,201 | New |
| ArrowMark Colorado Holdings LLC | 2,200 | $388.7K | 0.01% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,190 | $386.9K | 0.21% | −321−12.8% | Reduced |
| Concurrent Investment Advisors, LLC | 2,186 | $386.2K | 0.01% | −146−6.3% | Reduced |
| Colony Group, LLC | 2,181 | $385.5K | 0.00% | +2,181 | New |
| Park Capital Management, LLC | 2,177 | $384.6K | 0.46% | +2,177 | New |
| Clearstead Advisors, LLC | 2,175 | $384.3K | 0.01% | −17−0.8% | Reduced |
| EntryPoint Capital, LLC | 2,172 | $383.7K | 0.16% | −877−28.8% | Reduced |
| Park Avenue Securities LLC | 2,146 | $379.0K | 0.00% | +676+46.0% | Added |
| Flagship Harbor Advisors, LLC | 2,117 | $374.0K | 0.02% | +170+8.7% | Added |
| Wulff, Hansen & Co. | 2,100 | $371.0K | 0.35% | +605+40.5% | Added |
| Revisor Wealth Management LLC | 2,062 | $370.2K | 0.34% | −2,303−52.8% | Reduced |
| World Equity Group, Inc. | 2,072 | $366.1K | 0.08% | +2,072 | New |
| Lido Advisors, LLC | 2,013 | $355.7K | 0.00% | +412+25.7% | Added |
| Stephens Inc | 2,010 | $355.1K | 0.00% | −60−2.9% | Reduced |
| Pinnacle Associates Ltd | 1,962 | $346.6K | 0.00% | +1,962 | New |
| 180 Wealth Advisors, LLC | 1,954 | $345.2K | 0.05% | −40−2.0% | Reduced |
| GeoWealth Management, LLC | 1,947 | $344.0K | 0.01% | −393−16.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 1,939 | $342.6K | 0.01% | +1,939 | New |
| Buckingham Strategic Partners | 1,929 | $340.8K | 0.01% | +1,929 | New |
| Ritholtz Wealth Management | 1,908 | $337.1K | 0.01% | +20+1.1% | Added |
| Aureus Asset Management, LLC | 1,907 | $336.9K | 0.02% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,900 | $335.7K | 0.03% | +467+32.6% | Added |
| HB Wealth Management, LLC | 1,881 | $332.3K | 0.00% | +1,881 | New |
| Hobbs Group Advisors, LLC | 1,865 | $329.5K | 0.12% | 00.0% | Unchanged |
| Twinbeech Capital LP | 1,864 | $329.3K | 0.01% | +1,864 | New |
| Boston Financial Mangement LLC | 1,855 | $327.7K | 0.01% | −100−5.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,791 | $327.1K | 0.08% | +1,791 | New |
| Evergreen Capital Management LLC | 1,841 | $325.3K | 0.01% | +314+20.6% | Added |
| Leuthold Group, LLC | 1,835 | $324.2K | 0.04% | −46−2.4% | Reduced |
| Cooper Financial Group | 1,808 | $319.4K | 0.04% | +116+6.9% | Added |
| Williamson Legacy Group, LLC | 1,769 | $312.5K | 0.21% | +1,769 | New |
| Sigma Planning Corp | 1,755 | $310.1K | 0.01% | +142+8.8% | Added |
| First Hawaiian Bank | 1,741 | $307.6K | 0.01% | −1,509−46.4% | Reduced |
| Hamilton Wealth, LLC | 1,726 | $304.9K | 0.07% | +287+19.9% | Added |
| Private Advisor Group, LLC | 1,724 | $304.6K | 0.00% | −844−32.9% | Reduced |
| Meyer Handelman Co | 1,700 | $300.3K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 1,668 | $298.5K | 0.00% | +190+12.9% | Added |
| Jones Financial Companies LLLP | 1,688 | $298.3K | 0.00% | +1,578+1,434.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,687 | $298.0K | 0.00% | −3,909−69.9% | Reduced |
| JT Stratford LLC | 1,648 | $291.2K | 0.05% | +200+13.8% | Added |