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 |
|---|---|---|---|---|---|
| Norden Group LLC | 1,540 | $254.9K | 0.03% | −13−0.8% | Reduced |
| Coldstream Capital Management Inc | 1,554 | $257.3K | 0.01% | +119+8.3% | Added |
| Sigma Planning Corp | 1,558 | $258.0K | 0.01% | −197−11.2% | Reduced |
| Aspen Grove Capital, LLC | 1,576 | $261.0K | 0.05% | +1,576 | New |
| Summit Financial, LLC | 1,585 | $262.4K | 0.01% | +131+9.0% | Added |
| Equitable Holdings, Inc. | 1,605 | $265.8K | 0.00% | +1,605 | New |
| Sagespring Wealth Partners, LLC | 1,609 | $266.4K | 0.01% | +46+2.9% | Added |
| IHT Wealth Management, LLC | 1,620 | $268.3K | 0.01% | +178+12.3% | Added |
| Evergreen Capital Management LLC | 1,642 | $271.9K | 0.01% | −199−10.8% | Reduced |
| Seeds Investor LLC | 1,645 | $272.4K | 0.08% | −1−0.1% | Reduced |
| Independent Advisor Alliance | 1,669 | $276.4K | 0.01% | +192+13.0% | Added |
| Allworth Financial LP | 1,646 | $278.2K | 0.00% | +268+19.4% | Added |
| Skba Capital Management LLC | 1,696 | $280.8K | 0.04% | +461+37.3% | Added |
| Meyer Handelman Co | 1,700 | $281.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1,739 | $288.0K | 0.04% | +419+31.7% | Added |
| IFP Advisors, Inc | 1,745 | $289.4K | 0.01% | −461−20.9% | Reduced |
| Hobbs Group Advisors, LLC | 1,750 | $289.8K | 0.11% | −115−6.2% | Reduced |
| Leuthold Group, LLC | 1,775 | $293.9K | 0.04% | −60−3.3% | Reduced |
| Hudson Value Partners, LLC | 1,779 | $294.6K | 0.11% | +1,779 | New |
| Brady Martz Wealth Solutions, LLC | 1,791 | $296.6K | 0.07% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 1,794 | $297.1K | 0.00% | −135−7.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 1,802 | $298.4K | 0.01% | +1,802 | New |
| CenterBook Partners LP | 1,804 | $298.7K | 0.02% | +1,804 | New |
| Motley Fool Asset Management LLC | 1,812 | $300.0K | 0.02% | +209+13.0% | Added |
| Keybank National Association | 1,815 | $300.5K | 0.00% | −1,116−38.1% | Reduced |
| Atria Wealth Solutions, Inc. | 1,834 | $303.7K | 0.00% | +429+30.5% | Added |
| Old National Bancorp | 1,848 | $306.0K | 0.01% | −3,127−62.9% | Reduced |
| Metis Global Partners, LLC | 1,929 | $319.4K | 0.01% | +1,929 | New |
| Stephens Inc | 1,937 | $320.7K | 0.00% | −73−3.6% | Reduced |
| Integrated Advisors Network LLC | 1,951 | $323.0K | 0.02% | −1,819−48.2% | Reduced |
| Lido Advisors, LLC | 1,965 | $325.4K | 0.00% | −48−2.4% | Reduced |
| Ritholtz Wealth Management | 1,987 | $329.1K | 0.01% | +79+4.1% | Added |
| 180 Wealth Advisors, LLC | 1,991 | $329.7K | 0.05% | +37+1.9% | Added |
| Inceptionr LLC | 1,991 | $329.7K | 0.10% | +734+58.4% | Added |
| Bartlett & Co. Wealth Management LLC | 2,000 | $331.2K | 0.00% | −360−15.3% | Reduced |
| Investment House LLC | 2,000 | $331.2K | 0.02% | +2,000 | New |
| Matisse Capital | 2,000 | $331.2K | 0.17% | +2,000 | New |
| E Fund Management Co., Ltd. | 2,000 | $331.2K | 0.02% | +2,000 | New |
| Northwestern Mutual Wealth Management Co | 2,000 | $331.2K | 0.00% | −849−29.8% | Reduced |
| Alps Advisors Inc | 2,058 | $340.8K | 0.00% | −710−25.7% | Reduced |
| ABLE Financial Group, LLC | 2,072 | $343.1K | 0.10% | +452+27.9% | Added |
| Lifestyle Asset Management, Inc. | 2,073 | $343.3K | 0.19% | −117−5.3% | Reduced |
| Fisher Asset Management, LLC | 2,093 | $346.7K | 0.00% | +685+48.7% | Added |
| Hyperion Capital Advisors LP | 2,113 | $349.9K | 0.19% | −1,200−36.2% | Reduced |
| Hilltop Holdings Inc. | 2,116 | $350.4K | 0.02% | −380−15.2% | Reduced |
| Aptus Capital Advisors, LLC | 2,124 | $351.7K | 0.00% | +2,124 | New |
| Ashton Thomas Private Wealth, LLC | 2,148 | $355.7K | 0.01% | +209+10.8% | Added |
| KG&L Capital Management,LLC | 2,155 | $356.8K | 0.12% | −270−11.1% | Reduced |
| Clark Financial Services Group Inc | 2,170 | $359.3K | 0.25% | +576+36.1% | Added |
| Malaga Cove Capital, LLC | 2,197 | $363.8K | 0.16% | +997+83.1% | Added |
| Fiduciary Trust Co | 2,198 | $364.0K | 0.00% | +633+40.4% | Added |
| ArrowMark Colorado Holdings LLC | 2,200 | $364.3K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,200 | $364.3K | 0.00% | +2,200 | New |
| Koshinski Asset Management, Inc. | 2,205 | $365.1K | 0.03% | −47−2.1% | Reduced |
| Abn Amro Investment Solutions | 2,206 | $365.3K | 0.01% | +2,206 | New |
| Putney Financial Group LLC | 2,207 | $365.5K | 0.38% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 2,220 | $367.6K | 0.00% | +339+18.0% | Added |
| Park Capital Management, LLC | 2,223 | $368.1K | 0.43% | +46+2.1% | Added |
| Independent Financial Group, LLC | 2,273 | $376.4K | 0.01% | +1,035+83.6% | Added |
| Axxcess Wealth Management, LLC | 2,283 | $378.1K | 0.01% | −175−7.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,382 | $394.4K | 0.02% | −134−5.3% | Reduced |
| Richard W. Paul & Associates, LLC | 2,402 | $397.8K | 0.16% | −1,192−33.2% | Reduced |
| Eqis Capital Management, Inc. | 2,423 | $401.1K | 0.03% | −355−12.8% | Reduced |
| Joel Isaacson & Co., LLC | 2,480 | $410.7K | 0.02% | +79+3.3% | Added |
| B. Metzler seel. Sohn & Co. AG | 2,487 | $411.8K | 0.00% | +2,487 | New |
| Synergy Financial Group, LTD | 2,510 | $415.6K | 0.37% | −178−6.6% | Reduced |
| Wealth Alliance | 2,525 | $418.2K | 0.05% | −335−11.7% | Reduced |
| Thrive Wealth Management, LLC | 2,528 | $418.6K | 0.08% | +305+13.7% | Added |
| Oak Thistle LLC | 2,537 | $420.1K | 0.08% | +2,537 | New |
| First Citizens Bank & Trust Co | 2,544 | $421.3K | 0.01% | +154+6.4% | Added |
| Crewe Advisors LLC | 2,548 | $421.9K | 0.06% | 00.0% | Unchanged |
| Private Advisory Group LLC | 2,557 | $423.5K | 0.05% | −3,615−58.6% | Reduced |
| GAMMA Investing LLC | 2,560 | $423.9K | 0.03% | +660+34.7% | Added |
| Flagship Harbor Advisors, LLC | 2,567 | $425.1K | 0.02% | +450+21.3% | Added |
| Fayez Sarofim & Co | 2,568 | $425.2K | 0.00% | −325−11.2% | Reduced |
| Rafferty Asset Management, LLC | 2,579 | $427.1K | 0.00% | −855−24.9% | Reduced |
| Profund Advisors LLC | 2,661 | $440.6K | 0.02% | −38−1.4% | Reduced |
| Fulton Bank, N.A. | 2,675 | $443.0K | 0.02% | −644−19.4% | Reduced |
| Florida Financial Advisors, LLC | 2,679 | $444.4K | 0.18% | +2,679 | New |
| Shell Asset Management Co | 2,718 | $450.0K | 0.02% | +2,718 | New |
| Revisor Wealth Management LLC | 2,748 | $455.0K | 0.20% | +686+33.3% | Added |
| EverSource Wealth Advisors, LLC | 2,888 | $478.2K | 0.03% | +34+1.2% | Added |
| Benjamin Edwards Inc | 2,902 | $480.6K | 0.01% | +10+0.3% | Added |
| Studio Investment Management LLC | 2,908 | $481.5K | 0.10% | −315−9.8% | Reduced |
| CAPROCK Group, Inc. | 2,973 | $492.3K | 0.02% | +2+0.1% | Added |
| Rakuten Investment Management, Inc. | 3,004 | $494.8K | 0.00% | +3,004 | New |
| Measured Wealth Private Client Group, LLC | 3,012 | $498.8K | 0.16% | +127+4.4% | Added |
| Raleigh Capital Management Inc. | 3,048 | $504.7K | 0.23% | −1,472−32.6% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,069 | $508.2K | 0.04% | +3,069 | New |
| Jones Financial Companies LLLP | 3,109 | $512.0K | 0.00% | +1,421+84.2% | Added |
| Yorktown Management & Research Co Inc | 3,100 | $513.3K | 0.56% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 3,134 | $519.0K | 0.00% | +62+2.0% | Added |
| Point72 Hong Kong Ltd | 3,149 | $521.4K | 0.04% | +3,149 | New |
| Cross Staff Investments Inc | 3,150 | $521.6K | 0.39% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 3,250 | $538.0K | 0.27% | +3,250 | New |
| Pinnacle Wealth Management, LLC | 3,287 | $544.3K | 0.61% | +3,287 | New |
| PFG Investments, LLC | 3,312 | $548.4K | 0.04% | +300+10.0% | Added |
| Financial Strategies Group, Inc. | 3,173 | $550.2K | 0.13% | +599+23.3% | Added |
| NBC Securities, Inc. | 3,368 | $557.0K | 0.05% | +3,364+84,100.0% | Added |
| Navellier & Associates Inc | 3,129 | $561.8K | 0.08% | −1,050−25.1% | Reduced |