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 3 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, Q1 2025
Institutional positions in Interactive Brokers Group, Inc. as of Mar 31, 2025. 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
- 746
- +47 vs. Q4 2024
- Shares held
- 95.0M
- +1.70M (+1.8%) vs. Q4 2024
- Total value
- $15.7B
- −$759.0M (−4.6%) vs. Q4 2024
- New holders
- 136
- 270 more added
- Sold out
- 89
- 259 more reduced
11 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,413,006 | $1.72B | 0.04% | +79,196+0.8% | Added |
| Vanguard Group Inc | 10,351,521 | $1.71B | 0.03% | +280,004+2.8% | Added |
| State Street Corp | 3,770,769 | $624.4M | 0.03% | +416,179+12.4% | Added |
| Orbis Allan Gray Ltd | 3,493,357 | $578.5M | 3.31% | −1,792,148−33.9% | Reduced |
| Cantillon Capital Management LLC | 3,293,826 | $545.4M | 3.53% | −101,864−3.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,170,779 | $525.0M | 1.29% | −717,035−18.4% | Reduced |
| JPMorgan Chase & Co | 3,096,716 | $512.8M | 0.04% | −891,654−22.4% | Reduced |
| Greenwich Wealth Management LLC | 2,705,357 | $448.0M | 33.90% | −69,225−2.5% | Reduced |
| Bank of America Corp | 2,332,483 | $386.2M | 0.03% | −6,489−0.3% | Reduced |
| Geode Capital Management, LLC | 2,297,027 | $380.2M | 0.03% | +37,995+1.7% | Added |
| Egerton Capital (UK) LLP | 1,833,969 | $303.7M | 3.50% | −14,204−0.8% | Reduced |
| American Century Companies Inc | 1,433,981 | $237.5M | 0.15% | +1,343,007+1,476.3% | Added |
| Norges Bank | 1,382,808 | $229.0M | 0.03% | +84,819+6.5% | Added |
| FMR LLC | 1,253,351 | $207.5M | 0.01% | −28,531−2.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 1,230,207 | $203.7M | 0.81% | +145,870+13.5% | Added |
| Neuberger Berman Group LLC | 1,220,232 | $203.1M | 0.17% | +76,503+6.7% | Added |
| Marshall Wace, LLP | 1,194,907 | $197.9M | 0.26% | +683,271+133.5% | Added |
| Invesco Ltd. | 1,115,214 | $184.7M | 0.03% | +349,255+45.6% | Added |
| Morgan Stanley | 1,115,147 | $184.7M | 0.01% | −182,776−14.1% | Reduced |
| Jarislowsky, Fraser Ltd | 1,068,672 | $177.0M | 1.11% | −170,852−13.8% | Reduced |
| Wellington Management Group LLP | 983,656 | $162.9M | 0.03% | −510,373−34.2% | Reduced |
| Northern Trust Corp | 952,772 | $157.8M | 0.02% | +76,283+8.7% | Added |
| Bamco Inc | 913,967 | $151.3M | 0.44% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 885,346 | $146.6M | 0.03% | +132,914+17.7% | Added |
| Wells Fargo & Company | 869,768 | $144.0M | 0.03% | −78,058−8.2% | Reduced |
| Two Sigma Advisers, LP | 848,300 | $140.5M | 0.32% | +382,400+82.1% | Added |
| Bares Capital Management, Inc. | 844,537 | $139.8M | 16.42% | −107,110−11.3% | Reduced |
| Charles Schwab Investment Management Inc | 834,388 | $138.2M | 0.03% | +16,190+2.0% | Added |
| Qube Research & Technologies Ltd | 799,012 | $132.3M | 0.21% | +285,465+55.6% | Added |
| Renaissance Technologies LLC | 709,310 | $117.5M | 0.18% | +104,400+17.3% | Added |
| Two Sigma Investments, LP | 671,851 | $111.3M | 0.24% | +182,676+37.3% | Added |
| Citadel Advisors LLC | 663,092 | $109.8M | 0.11% | +279,996+73.1% | Added |
| Bronte Capital Management Pty Ltd. | 526,584 | $102.1M | 8.29% | −68,460−11.5% | Reduced |
| Royal Bank of Canada | 607,518 | $100.6M | 0.02% | −21,856−3.5% | Reduced |
| Goldman Sachs Group Inc | 597,176 | $98.9M | 0.02% | +199,467+50.2% | Added |
| Raymond James Financial Inc | 595,300 | $98.6M | 0.04% | −84,195−12.4% | Reduced |
| Agf Management Ltd | 558,377 | $92.5M | 0.49% | +8,598+1.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 539,970 | $89.4M | 0.06% | +98,794+22.4% | Added |
| KBC Group NV | 522,221 | $86.5M | 0.27% | +375,173+255.1% | Added |
| Millennium Management LLC | 503,462 | $83.4M | 0.08% | +53,612+11.9% | Added |
| Ensign Peak Advisors, Inc | 499,600 | $82.7M | 0.16% | +77,967+18.5% | Added |
| Empower Advisory Group, LLC | 447,651 | $74.1M | 0.24% | −229,275−33.9% | Reduced |
| UBS Asset Management Americas Inc | 424,970 | $70.4M | 0.02% | +118,116+38.5% | Added |
| Legal & General Group Plc | 420,060 | $69.6M | 0.02% | +77,452+22.6% | Added |
| Ancient Art, L.P. | 410,909 | $68.0M | 20.18% | −35,000−7.8% | Reduced |
| TimesSquare Capital Management, LLC | 392,250 | $65.0M | 1.05% | +104,450+36.3% | Added |
| Citigroup Inc | 376,733 | $62.4M | 0.05% | +515+0.1% | Added |
| First Trust Advisors LP | 369,279 | $61.1M | 0.05% | +295,845+402.9% | Added |
| UBS Group AG | 366,220 | $60.6M | 0.01% | −12,676−3.3% | Reduced |
| Principal Financial Group Inc | 358,675 | $59.4M | 0.03% | −2,956−0.8% | Reduced |
| FIL Ltd | 329,109 | $54.5M | 0.05% | −40,071−10.9% | Reduced |
| Progeny 3, Inc. | 324,015 | $53.7M | 3.69% | +158,015+95.2% | Added |
| Rhumbline Advisers | 319,505 | $52.9M | 0.05% | +38,087+13.5% | Added |
| Envestnet Asset Management Inc | 307,261 | $50.9M | 0.02% | −23,355−7.1% | Reduced |
| Nuveen, LLC | 292,775 | $48.5M | 0.02% | +292,775 | New |
| Allianz Asset Management GmbH | 292,141 | $48.4M | 0.07% | +147,638+102.2% | Added |
| Hosking Partners LLP | 282,250 | $46.7M | 1.97% | −2,488−0.9% | Reduced |
| Retirement Systems of Alabama | 263,646 | $43.7M | 0.17% | +132+0.1% | Added |
| 1832 Asset Management L.P. | 260,833 | $43.2M | 0.08% | −1,100−0.4% | Reduced |
| Oakcliff Capital Partners, LP | 257,685 | $42.7M | 22.48% | −42,000−14.0% | Reduced |
| Dimensional Fund Advisors LP | 251,524 | $41.6M | 0.01% | −5,725−2.2% | Reduced |
| Hengistbury Investment Partners LLP | 244,497 | $40.5M | 23.36% | −1,420−0.6% | Reduced |
| Jupiter Asset Management Ltd | 239,000 | $39.6M | 0.38% | +239,000 | New |
| Allspring Global Investments Holdings, LLC | 226,292 | $39.2M | 0.07% | −4,566−2.0% | Reduced |
| Federated Hermes, Inc. | 215,699 | $35.7M | 0.08% | −16,588−7.1% | Reduced |
| RV Capital GmbH | 212,480 | $35.2M | 7.77% | −11,867−5.3% | Reduced |
| Jump Financial, LLC | 207,047 | $34.3M | 0.52% | +149,404+259.2% | Added |
| Verition Fund Management LLC | 200,854 | $33.3M | 0.19% | +32,224+19.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 198,157 | $32.8M | 0.58% | −24,518−11.0% | Reduced |
| Waverton Investment Management Ltd | 197,541 | $32.7M | 0.51% | −3,584−1.8% | Reduced |
| Coronation Fund Managers Ltd. | 196,761 | $32.6M | 1.77% | +12,311+6.7% | Added |
| California Public Employees Retirement System | 192,864 | $31.9M | 0.02% | −917−0.5% | Reduced |
| Russell Investments Group, Ltd. | 191,402 | $31.7M | 0.04% | +4,484+2.4% | Added |
| Victory Capital Management Inc | 183,398 | $30.4M | 0.03% | −13,144−6.7% | Reduced |
| Marathon Asset Mgmt Ltd | 182,538 | $30.2M | 0.92% | −76,562−29.5% | Reduced |
| Pictet Asset Management Holding SA | 178,946 | $29.6M | 0.03% | +8,725+5.1% | Added |
| Stony Point Capital LLC | 177,900 | $29.5M | 3.19% | +111,274+167.0% | Added |
| National Pension Service | 173,249 | $28.7M | 0.03% | +173,249 | New |
| Jane Street Group, LLC | 170,055 | $28.2M | 0.05% | −63,223−27.1% | Reduced |
| LPL Financial LLC | 169,420 | $28.1M | 0.01% | +18,148+12.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 164,514 | $27.2M | 0.12% | +124,241+308.5% | Added |
| Stifel Financial Corp | 160,855 | $26.6M | 0.03% | −3,187−1.9% | Reduced |
| Worldquant Millennium Advisors LLC | 160,622 | $26.6M | 0.17% | +160,622 | New |
| Voya Investment Management LLC | 158,427 | $26.2M | 0.03% | −98,999−38.5% | Reduced |
| Ameriprise Financial Inc | 156,633 | $25.7M | 0.01% | −22,877−12.7% | Reduced |
| Balyasny Asset Management LLC | 152,131 | $25.2M | 0.06% | +152,131 | New |
| Deutsche Bank AG | 141,557 | $23.4M | 0.01% | +7,574+5.7% | Added |
| Alliancebernstein L.P. | 139,765 | $23.1M | 0.01% | −11,552−7.6% | Reduced |
| Susquehanna International Group, LLP | 138,768 | $23.0M | 0.04% | −21,321−13.3% | Reduced |
| Intech Investment Management LLC | 138,146 | $22.9M | 0.24% | +88,136+176.2% | Added |
| Hudson Way Capital Management LLC | 137,645 | $22.8M | 2.26% | −158,857−53.6% | Reduced |
| Polar Capital Holdings Plc | 135,046 | $22.4M | 0.14% | −88,362−39.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 134,870 | $22.3M | 0.04% | +44,580+49.4% | Added |
| Great West Life Assurance Co | 134,297 | $22.3M | 0.04% | +25,720+23.7% | Added |
| Mawer Investment Management Ltd. | 130,851 | $21.7M | 0.10% | +2,853+2.2% | Added |
| Barclays PLC | 130,833 | $21.7M | 0.01% | −63,742−32.8% | Reduced |
| Aquatic Capital Management LLC | 130,404 | $21.6M | 0.55% | +106,358+442.3% | Added |
| California State Teachers Retirement System | 128,659 | $21.3M | 0.03% | +24,212+23.2% | Added |
| HRT Financial LP | 127,039 | $21.0M | 0.13% | +54,966+76.3% | Added |
| Brooktree Capital Management | 126,585 | $21.0M | 15.73% | −6,441−4.8% | Reduced |