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.
| 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 |
|---|---|---|---|---|---|
| Fortitude Family Office, LLC | 212 | $35.1K | 0.01% | −76−26.4% | Reduced |
| Rise Advisors, LLC | 215 | $35.6K | 0.02% | −51−19.2% | Reduced |
| Creative Financial Designs Inc | 236 | $39.1K | 0.00% | +1+0.4% | Added |
| Parkside Financial Bank & Trust | 246 | $40.7K | 0.01% | +1+0.4% | Added |
| Adirondack Trust Co | 250 | $41.4K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 260 | $43.1K | 0.00% | +260 | New |
| Hazlett, Burt & Watson, Inc. | 275 | $45.0K | 0.02% | +275 | New |
| Optiver Holding B.V. | 282 | $46.7K | 0.00% | +282 | New |
| SBI Securities Co., Ltd. | 284 | $47.0K | 0.00% | −44−13.4% | Reduced |
| North Capital, Inc. | 295 | $48.9K | 0.05% | +295 | New |
| Quarry LP | 299 | $49.5K | 0.01% | +248+486.3% | Added |
| Rosenberg Matthew Hamilton | 306 | $50.7K | 0.01% | +26+9.3% | Added |
| Whittier Trust Co | 316 | $52.3K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 316 | $52.3K | 0.00% | −21−6.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 339 | $56.1K | 0.06% | −28−7.6% | Reduced |
| Hexagon Capital Partners LLC | 339 | $56.1K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 340 | $56.3K | 0.00% | +1+0.3% | Added |
| Smithfield Trust Co | 341 | $57.0K | 0.00% | +150+78.5% | Added |
| Parallel Advisors, LLC | 346 | $57.3K | 0.00% | −17−4.7% | Reduced |
| Atala Financial Inc | 350 | $58.0K | 0.04% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 364 | $60.3K | 0.00% | +20+5.8% | Added |
| HM Payson & Co | 371 | $61.4K | 0.00% | +321+642.0% | Added |
| Darwin Advisors, LLC | 350 | $61.9K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 373 | $62.0K | 0.04% | −1−0.3% | Reduced |
| Westpac Banking Corp | 380 | $62.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 389 | $64.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 391 | $64.7K | 0.00% | +276+240.0% | Added |
| Activest Wealth Management | 394 | $65.2K | 0.02% | +1+0.3% | Added |
| Pinnacle Financial Partners Inc | 370 | $65.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 402 | $66.6K | 0.00% | −28−6.5% | Reduced |
| Smartleaf Asset Management LLC | 428 | $70.5K | 0.01% | −52−10.8% | Reduced |
| Versant Capital Management, Inc | 444 | $73.5K | 0.01% | +266+149.4% | Added |
| Ci Investments Inc. | 453 | $75.0K | 0.00% | −58−11.4% | Reduced |
| Kessler Investment Group, LLC | 463 | $76.7K | 0.04% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 476 | $78.4K | 0.00% | +476 | New |
| Accent Capital Management, LLC | 480 | $79.5K | 0.05% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 495 | $81.0K | 0.00% | −9,110−94.8% | Reduced |
| Gen-Wealth Partners Inc | 590 | $97.7K | 0.04% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 592 | $98.0K | 0.03% | −294−33.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 611 | $101.2K | 0.00% | −78−11.3% | Reduced |
| Lindbrook Capital, LLC | 622 | $103.0K | 0.01% | −7−1.1% | Reduced |
| Ostrum Asset Management | 624 | $103.3K | 0.01% | +624 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 632 | $105.0K | 0.00% | +632 | New |
| Brown Brothers Harriman & Co | 636 | $105.3K | 0.00% | −7,171−91.9% | Reduced |
| Anchor Investment Management, LLC | 638 | $105.6K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 618 | $107.0K | 0.00% | −416−40.2% | Reduced |
| Quent Capital, LLC | 722 | $119.5K | 0.01% | +1+0.1% | Added |
| GHP Investment Advisors, Inc. | 739 | $122.4K | 0.01% | −46−5.9% | Reduced |
| Principal Securities, Inc. | 708 | $125.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 758 | $125.5K | 0.00% | −44−5.5% | Reduced |
| Ameliora Wealth Management Ltd. | 764 | $126.5K | 0.05% | +764 | New |
| Natixis | 778 | $128.1K | 0.00% | +778 | New |
| Harvest Fund Management Co., Ltd | 790 | $131.0K | 0.01% | −4,578−85.3% | Reduced |
| Western Pacific Wealth Management, LP | 800 | $132.5K | 0.12% | −300−27.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $132.5K | 0.01% | +800 | New |
| Park Square Financial Group, LLC | 830 | $137.5K | 0.11% | −301−26.6% | Reduced |
| Archer Investment Corp | 850 | $140.8K | 0.04% | +850 | New |
| Signaturefd, LLC | 854 | $141.4K | 0.00% | −124−12.7% | Reduced |
| CIBC Private Wealth Group, LLC | 971 | $142.8K | 0.00% | −115−10.6% | Reduced |
| LRI Investments, LLC | 874 | $144.7K | 0.01% | −772−46.9% | Reduced |
| CVA Family Office, LLC | 909 | $150.5K | 0.02% | −3−0.3% | Reduced |
| Acadian Asset Management LLC | 920 | $151.0K | 0.00% | −12,852−93.3% | Reduced |
| Point72 (DIFC) Ltd | 945 | $156.5K | 0.02% | +945 | New |
| Ossiam | 982 | $162.6K | 0.00% | −1,647−62.6% | Reduced |
| CWM, LLC | 1,062 | $176.0K | 0.00% | +66+6.6% | Added |
| Clearstead Advisors, LLC | 1,064 | $176.2K | 0.00% | −1,111−51.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 1,085 | $179.4K | 0.00% | +39+3.7% | Added |
| Umb Bank N A | 1,153 | $190.9K | 0.00% | +665+136.3% | Added |
| Algert Global LLC | 1,222 | $202.4K | 0.01% | −18,170−93.7% | Reduced |
| Fidelis Capital Partners, LLC | 1,200 | $203.1K | 0.02% | −15−1.2% | Reduced |
| PUREfi Wealth, LLC | 1,246 | $206.3K | 0.21% | +50+4.2% | Added |
| Edmond de Rothschild Holding S.A. | 1,252 | $207.3K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 1,257 | $208.1K | 0.01% | +1,257 | New |
| United Capital Financial Advisers, LLC | 1,261 | $208.8K | 0.00% | −15−1.2% | Reduced |
| Hamilton Wealth, LLC | 1,268 | $210.0K | 0.05% | −458−26.5% | Reduced |
| Cooper Financial Group | 1,269 | $210.2K | 0.03% | −539−29.8% | Reduced |
| GeoWealth Management, LLC | 1,272 | $210.7K | 0.01% | −675−34.7% | Reduced |
| R Squared Ltd | 1,280 | $212.0K | 0.23% | +370+40.7% | Added |
| Petra Financial Advisors Inc | 1,306 | $216.2K | 0.18% | +1,306 | New |
| Fundamentun, LLC | 1,310 | $216.9K | 0.01% | +35+2.7% | Added |
| Verus Capital Partners, LLC | 1,330 | $220.2K | 0.02% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 1,335 | $221.1K | 0.03% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,339 | $221.7K | 0.10% | −20,703−93.9% | Reduced |
| Wedmont Private Capital | 1,297 | $222.2K | 0.01% | +16+1.2% | Added |
| Midwest Professional Planners, LTD. | 1,352 | $223.9K | 0.07% | +87+6.9% | Added |
| Integrated Wealth Concepts LLC | 1,364 | $225.8K | 0.00% | −43−3.1% | Reduced |
| Leeward Financial Partners, LLC | 1,371 | $227.0K | 0.08% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 1,374 | $227.5K | 0.10% | −798−36.7% | Reduced |
| Harvest Investment Services, LLC | 1,374 | $227.5K | 0.06% | +1,374 | New |
| Nisa Investment Advisors, LLC | 1,377 | $228.0K | 0.00% | −100−6.8% | Reduced |
| GWM Advisors LLC | 1,388 | $229.8K | 0.00% | −1,579−53.2% | Reduced |
| Private Trust Co NA | 1,444 | $239.1K | 0.02% | +917+174.0% | Added |
| Colony Group, LLC | 1,460 | $241.8K | 0.00% | −721−33.1% | Reduced |
| Kestra Investment Management, LLC | 1,465 | $242.6K | 0.01% | +1,456+16,177.8% | Added |
| Advisory Services Network, LLC | 1,507 | $249.6K | 0.00% | +1,507 | New |
| Forefront Wealth Partners, LLC | 1,508 | $249.7K | 0.17% | +1,508 | New |
| Baader Bank INC | 1,512 | $250.0K | 0.03% | +12+0.8% | Added |
| Freestone Capital Holdings, LLC | 1,512 | $250.4K | 0.01% | +36+2.4% | Added |
| Aureus Asset Management, LLC | 1,529 | $253.2K | 0.02% | −378−19.8% | Reduced |
| Global Endowment Management, LP | 1,537 | $254.5K | 0.03% | −1,855−54.7% | Reduced |