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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, 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.

Institutional holdersQ1 2025: 746 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ1 2025: $15.7B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Ogorek Anthony Joseph6$00.00%+6New
Avion Wealth2$00.00%+2New
TFC Financial Management1$1660.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$1660.00%00.0%Unchanged
Highline Wealth Partners LLC1$1660.00%+1New
HFM Investment Advisors, LLC1$1660.00%+1New
CBIZ Investment Advisory Services, LLC2$3310.00%+2New
MV Capital Management, Inc.2$3320.00%+2New
WealthTrak Capital Management LLC3$4970.00%00.0%Unchanged
Cornerstone Planning Group LLC4$6470.00%+4New
Global Financial Private Client, LLC4$6620.00%+2+100.0%Added
SJS Investment Consulting Inc.4$6630.00%−1−20.0%Reduced
HHM Wealth Advisors, LLC4$6630.00%00.0%Unchanged
Bare Financial Services, Inc5$8280.00%+5New
Prestige Wealth Management Group LLC6$9940.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$9940.00%00.0%Unchanged
Lazard Asset Management LLC7$1.00K0.00%+4+133.3%Added
Riggs Asset Managment Co. Inc.7$1.16K0.00%00.0%Unchanged
Breakwater Investment Management7$1.16K0.00%00.0%Unchanged
Financial Management Professionals, Inc.8$1.32K0.00%00.0%Unchanged
Cromwell Holdings LLC8$1.32K0.00%+8New
Principia Wealth Advisory, LLC8$1.37K0.00%+6+300.0%Added
Orion Capital Management LLC9$1.49K0.00%00.0%Unchanged
Investment Counsel Co of Nevada9$1.49K0.00%00.0%Unchanged
Painted Porch Advisors LLC10$1.66K0.00%00.0%Unchanged
Roxbury Financial LLC9$1.76K0.00%−1,046−99.1%Reduced
UMA Financial Services, Inc.11$1.82K0.00%−3−21.4%Reduced
Montag A & Associates Inc11$1.83K0.00%−4−26.7%Reduced
Rothschild Investment LLC12$1.99K0.00%+9+300.0%Added
TD Capital Management LLC12$1.99K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC11$2.00K0.00%00.0%Unchanged
Rakuten Securities, Inc.13$2.15K0.00%+1+8.3%Added
First Command Advisory Services, Inc.14$2.32K0.00%+14New
First United Bank Trust16$2.65K0.00%+16New
Halbert Hargrove Global Advisors, LLC16$2.65K0.00%+16New
True Wealth Design, LLC16$2.65K0.00%+16New
Bell Investment Advisors, Inc21$3.48K0.00%00.0%Unchanged
Ridgewood Investments LLC22$3.64K0.00%−32−59.3%Reduced
Caldwell Sutter Capital, Inc.24$3.97K0.00%−6−20.0%Reduced
Beacon Capital Management, LLC24$3.97K0.00%00.0%Unchanged
Valued Wealth Advisors LLC24$3.98K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC24$3.98K0.00%+3+14.3%Added
Hantz Financial Services, Inc.22$4.00K0.00%+22New
McIlrath & Eck, LLC25$4.15K0.00%00.0%Unchanged
Webster Bank, N. A.26$4.30K0.00%00.0%Unchanged
Geneos Wealth Management Inc.26$4.30K0.00%+26New
Abound Wealth Management28$4.64K0.00%00.0%Unchanged
Sunbelt Securities, Inc.28$4.69K0.00%00.0%Unchanged
Horizon Investments, LLC29$4.80K0.00%00.0%Unchanged
Ancora Advisors, LLC30$4.97K0.00%00.0%Unchanged
Tidemark, LLC30$4.97K0.00%+30New
Noble Wealth Management PBC30$4.97K0.00%+30New
Colonial Trust Co30$5.01K0.00%−32−51.6%Reduced
Asset Dedication, LLC31$5.13K0.00%00.0%Unchanged
Wolff Wiese Magana LLC31$5.13K0.00%+31New
Carolinas Wealth Consulting LLC33$5.46K0.00%00.0%Unchanged
Synergy Investment Management, LLC34$5.63K0.00%00.0%Unchanged
NewSquare Capital LLC36$5.96K0.00%+35+3,500.0%Added
Ronald Blue Trust, Inc.39$6.46K0.00%+39New
CarsonAllaria Wealth Management, Ltd.40$6.62K0.00%+40New
Lowe Wealth Advisors, LLC42$6.96K0.00%00.0%Unchanged
High Note Wealth, LLC42$6.96K0.00%00.0%Unchanged
South State Corp.43$7.12K0.00%−18−29.5%Reduced
Saudi Central Bank43$7.12K0.04%+43New
Bruce G. Allen Investments, LLC45$7.45K0.01%00.0%Unchanged
ESL Trust Services, LLC46$7.62K0.00%00.0%Unchanged
HighMark Wealth Management LLC47$7.70K0.00%−18−27.7%Reduced
Cetera Trust Company, N.A50$8.28K0.01%00.0%Unchanged
CoreCap Advisors, LLC52$8.61K0.00%−1−1.9%Reduced
Hemington Wealth Management59$9.00K0.00%+41+227.8%Added
Quest Partners LLC64$10.6K0.00%−606−90.4%Reduced
Larson Financial Group LLC66$10.8K0.00%+8+13.8%Added
First Horizon Advisors, Inc.66$10.9K0.00%−1−1.5%Reduced
New Millennium Group LLC68$11.3K0.01%−13,061−99.5%Reduced
Mather Group, LLC.69$11.4K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc76$12.6K0.00%+37+94.9%Added
AdvisorNet Financial, Inc79$13.1K0.00%+20+33.9%Added
Coastline Trust Co85$14.1K0.00%00.0%Unchanged
Meeder Asset Management Inc92$15.2K0.00%+38+70.4%Added
Harbor Investment Advisory, LLC100$16.6K0.00%−100−50.0%Reduced
American National Bank103$17.1K0.00%00.0%Unchanged
West Branch Capital LLC105$17.4K0.01%+105New
Skopos Labs, Inc.107$17.7K0.00%+87+435.0%Added
Harbour Investments, Inc.112$18.5K0.00%+19+20.4%Added
Boston Private Wealth LLC113$18.7K0.00%+113New
Capital Analysts, LLC116$19.0K0.00%00.0%Unchanged
ORG Partners LLC116$20.1K0.00%+58+100.0%Added
Contravisory Investment Management, Inc.141$23.3K0.00%00.0%Unchanged
Private Wealth Asset Management, LLC145$24.0K0.00%+145New
USA Financial Portformulas Corp154$25.5K0.00%−2,047−93.0%Reduced
MAI Capital Management157$25.9K0.00%+13+9.0%Added
N.E.W. Advisory Services LLC158$26.2K0.00%+158New
Towarzystwo Funduszy Inwestycyjnych Pzu SA160$26.5K0.01%+160New
Rialto Wealth Management, LLC188$31.1K0.01%00.0%Unchanged
Bellwether Advisors, LLC197$32.6K0.01%00.0%Unchanged
Sittner & Nelson, LLC197$32.6K0.01%00.0%Unchanged
Solstein Capital, LLC200$33.1K0.02%00.0%Unchanged
City Holding Co200$33.1K0.00%+200New
NVWM, LLC200$33.1K0.01%+200New
ASR Vermogensbeheer N.V.202$33.4K0.00%+202New