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 |
|---|---|---|---|---|---|
| LRI Investments, LLC | 1,646 | $290.9K | 0.03% | 00.0% | Unchanged |
| Seeds Investor LLC | 1,646 | $290.9K | 0.08% | +171+11.6% | Added |
| Allworth Financial LP | 1,378 | $289.1K | 0.00% | −116−7.8% | Reduced |
| ABLE Financial Group, LLC | 1,620 | $286.2K | 0.08% | −592−26.8% | Reduced |
| Motley Fool Asset Management LLC | 1,603 | $283.2K | 0.01% | +111+7.4% | Added |
| Clark Financial Services Group Inc | 1,594 | $282.0K | 0.22% | +1,594 | New |
| West Michigan Advisors, LLC | 1,596 | $282.0K | 0.09% | +1,596 | New |
| Swiss Life Asset Management Ltd | 1,581 | $278.9K | 0.00% | +1,581 | New |
| Fiduciary Trust Co | 1,565 | $276.5K | 0.00% | +1,565 | New |
| Sagespring Wealth Partners, LLC | 1,563 | $276.1K | 0.01% | +1,563 | New |
| Cerity Partners LLC | 1,876 | $275.2K | 0.00% | −1,175−38.5% | Reduced |
| Norden Group LLC | 1,553 | $274.3K | 0.03% | −145−8.5% | Reduced |
| Fidelis Capital Partners, LLC | 1,215 | $271.5K | 0.03% | +1,215 | New |
| Left Brain Wealth Management, LLC | 1,533 | $270.8K | 0.10% | +1,533 | New |
| Oppenheimer & Co Inc | 1,510 | $266.8K | 0.00% | −135−8.2% | Reduced |
| Baader Bank INC | 1,500 | $265.0K | 0.02% | −1,485−49.7% | Reduced |
| Nisa Investment Advisors, LLC | 1,477 | $260.9K | 0.00% | +195+15.2% | Added |
| Independent Advisor Alliance | 1,477 | $260.9K | 0.00% | +1,477 | New |
| Freestone Capital Holdings, LLC | 1,476 | $260.8K | 0.01% | 00.0% | Unchanged |
| Summit Financial, LLC | 1,454 | $256.8K | 0.01% | +1,454 | New |
| Ballentine Partners, LLC | 1,449 | $256.0K | 0.00% | +1,449 | New |
| IHT Wealth Management, LLC | 1,442 | $254.8K | 0.01% | −371−20.5% | Reduced |
| Coldstream Capital Management Inc | 1,435 | $253.5K | 0.01% | −44−3.0% | Reduced |
| DnB Asset Management AS | 1,416 | $250.2K | 0.00% | +1,416 | New |
| Venture Visionary Partners LLC | 1,414 | $249.8K | 0.01% | +1,414 | New |
| Fisher Asset Management, LLC | 1,408 | $248.8K | 0.00% | +1,408 | New |
| Integrated Wealth Concepts LLC | 1,407 | $248.6K | 0.00% | +1,407 | New |
| Atria Wealth Solutions, Inc. | 1,405 | $248.2K | 0.00% | +1,405 | New |
| GTS Securities LLC | 1,386 | $244.9K | 0.01% | +1,386 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,382 | $244.2K | 0.01% | +1,382 | New |
| Bleakley Financial Group, LLC | 1,379 | $243.5K | 0.01% | +1,379 | New |
| Leeward Financial Partners, LLC | 1,371 | $242.2K | 0.09% | −289−17.4% | Reduced |
| Brinker Capital Investments, LLC | 1,368 | $241.7K | 0.00% | +1,368 | New |
| Orion Portfolio Solutions, LLC | 1,368 | $241.7K | 0.00% | +1,368 | New |
| Macquarie Group Ltd | 2,658 | $238.7K | 0.00% | +1,308+96.9% | Added |
| Wedmont Private Capital | 1,281 | $237.3K | 0.01% | +1,281 | New |
| Kolinsky Wealth Management, LLC | 1,337 | $236.2K | 0.14% | +1,337 | New |
| Premier Path Wealth Partners, LLC | 1,335 | $235.9K | 0.04% | +1,335 | New |
| Verus Capital Partners, LLC | 1,330 | $235.0K | 0.02% | +1,330 | New |
| Nemes Rush Group LLC | 1,320 | $233.2K | 0.03% | +952+258.7% | Added |
| Retirement Guys Formula LLC | 1,314 | $232.2K | 0.12% | +1,314 | New |
| Meadow Creek Wealth Advisors LLC | 1,311 | $231.6K | 0.17% | +1,311 | New |
| United Capital Financial Advisers, LLC | 1,276 | $225.4K | 0.00% | +1,276 | New |
| Fundamentun, LLC | 1,275 | $225.3K | 0.01% | +1,275 | New |
| Midwest Professional Planners, LTD. | 1,265 | $223.5K | 0.07% | +1,265 | New |
| Inceptionr LLC | 1,257 | $222.1K | 0.05% | +1,257 | New |
| Edmond de Rothschild Holding S.A. | 1,252 | $221.2K | 0.00% | −1,114−47.1% | Reduced |
| 111 Capital | 1,251 | $221.0K | 0.05% | +1,251 | New |
| Voya Financial Advisors, Inc. | 1,226 | $219.4K | 0.02% | +1,226 | New |
| Independent Financial Group, LLC | 1,238 | $218.7K | 0.01% | −1,590−56.2% | Reduced |
| Skba Capital Management LLC | 1,235 | $218.2K | 0.03% | −215−14.8% | Reduced |
| Malaga Cove Capital, LLC | 1,200 | $212.0K | 0.08% | +1,200 | New |
| Capital Market Strategies LLC | 1,200 | $212.0K | 0.12% | +1,200 | New |
| PUREfi Wealth, LLC | 1,196 | $211.3K | 0.21% | +1,196 | New |
| First Affirmative Financial Network | 1,188 | $209.9K | 0.12% | +1,188 | New |
| Chemistry Wealth Management LLC | 1,177 | $207.9K | 0.05% | +1,177 | New |
| Cornerstone Capital, Inc. | 1,175 | $207.6K | 0.02% | +1,175 | New |
| CIBC Private Wealth Group, LLC | 1,086 | $207.3K | 0.00% | −294−21.3% | Reduced |
| Great Valley Advisor Group, Inc. | 1,170 | $206.4K | 0.00% | +1,170 | New |
| Roxbury Financial LLC | 1,055 | $201.7K | 0.19% | +1,055 | New |
| Park Square Financial Group, LLC | 1,131 | $199.8K | 0.14% | +1,131 | New |
| Western Pacific Wealth Management, LP | 1,100 | $194.3K | 0.16% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 1,046 | $185.6K | 0.00% | +350+50.3% | Added |
| Eagle Bay Advisors LLC | 1,034 | $182.7K | 0.11% | −87−7.8% | Reduced |
| Farther Finance Advisors, LLC | 1,034 | $182.7K | 0.01% | +224+27.7% | Added |
| CWM, LLC | 996 | $176.0K | 0.00% | −10−1.0% | Reduced |
| Signaturefd, LLC | 978 | $172.8K | 0.00% | −381−28.0% | Reduced |
| Group One Trading, L.P. | 975 | $172.3K | 0.01% | −7,442−88.4% | Reduced |
| CVA Family Office, LLC | 912 | $161.1K | 0.03% | +3+0.3% | Added |
| R Squared Ltd | 910 | $160.8K | 0.16% | +910 | New |
| Bay Harbor Wealth Management, LLC | 886 | $156.5K | 0.05% | +25+2.9% | Added |
| Assetmark, Inc | 802 | $141.7K | 0.00% | −160−16.6% | Reduced |
| GHP Investment Advisors, Inc. | 785 | $138.7K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 721 | $127.5K | 0.01% | 00.0% | Unchanged |
| Principal Securities, Inc. | 708 | $125.1K | 0.00% | −4−0.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 689 | $121.7K | 0.00% | −5−0.7% | Reduced |
| Quest Partners LLC | 670 | $118.4K | 0.02% | −4,718−87.6% | Reduced |
| Anchor Investment Management, LLC | 638 | $112.7K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 629 | $111.1K | 0.01% | +23+3.8% | Added |
| Gen-Wealth Partners Inc | 590 | $104.2K | 0.04% | 00.0% | Unchanged |
| Toronto Dominion Bank | 576 | $102.0K | 0.00% | −78−11.9% | Reduced |
| Private Trust Co NA | 527 | $93.1K | 0.01% | −13−2.4% | Reduced |
| Tortoise Investment Management, LLC | 510 | $90.1K | 0.01% | +220+75.9% | Added |
| Ci Investments Inc. | 511 | $90.0K | 0.00% | −301−37.1% | Reduced |
| Umb Bank N A | 488 | $86.2K | 0.00% | +200+69.4% | Added |
| Smartleaf Asset Management LLC | 480 | $85.9K | 0.01% | +122+34.1% | Added |
| Accent Capital Management, LLC | 480 | $84.8K | 0.05% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 463 | $81.8K | 0.04% | −241−34.2% | Reduced |
| Asset Management One Co.,Ltd. | 456 | $81.6K | 0.00% | +47+11.5% | Added |
| SRS Capital Advisors, Inc. | 430 | $76.0K | 0.00% | +170+65.4% | Added |
| Activest Wealth Management | 393 | $69.4K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 389 | $68.7K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $67.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 374 | $66.0K | 0.04% | +164+78.1% | Added |
| Quest 10 Wealth Builders, Inc. | 367 | $64.8K | 0.06% | +367 | New |
| Parallel Advisors, LLC | 363 | $64.1K | 0.00% | +17+4.9% | Added |
| Darwin Advisors, LLC | 350 | $61.9K | 0.02% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 350 | $61.8K | 0.02% | +350 | New |
| Atala Financial Inc | 350 | $61.8K | 0.04% | +350 | New |
| Massmutual Trust Co FSB | 344 | $60.8K | 0.00% | +114+49.6% | Added |