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 |
|---|---|---|---|---|---|
| Griffin Asset Management, Inc. | 3,400 | $563.0K | 0.07% | −80−2.3% | Reduced |
| CIBC Asset Management Inc | 3,425 | $567.1K | 0.00% | +89+2.7% | Added |
| Northwest & Ethical Investments L.P. | 3,437 | $568.3K | 0.02% | +3,437 | New |
| Severin Investments, LLC | 3,433 | $568.5K | 0.57% | −155−4.3% | Reduced |
| 111 Capital | 3,461 | $573.1K | 0.11% | +2,210+176.7% | Added |
| Maven Securities LTD | 3,500 | $579.6K | 0.13% | +300+9.4% | Added |
| Caitong International Asset Management Co., Ltd | 3,522 | $583.2K | 0.43% | +3,321+1,652.2% | Added |
| Cottonwood Capital Advisors, LLC | 3,538 | $585.8K | 0.43% | −29−0.8% | Reduced |
| Brown Advisory Inc | 3,554 | $588.5K | 0.00% | −2−0.1% | Reduced |
| HighPoint Advisor Group LLC | 3,485 | $598.7K | 0.03% | −103−2.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 3,644 | $603.4K | 0.03% | +41+1.1% | Added |
| Harfst & Associates, Inc. | 3,667 | $607.2K | 0.14% | +3,667 | New |
| Richard P Slaughter Associates Inc | 3,774 | $624.9K | 0.15% | −4,800−56.0% | Reduced |
| Strategic Investment Advisors | 3,785 | $626.8K | 0.07% | −2,398−38.8% | Reduced |
| Bayforest Capital Ltd | 3,873 | $641.3K | 0.28% | +971+33.5% | Added |
| Leonteq Securities AG | 3,904 | $646.5K | 0.05% | +1,375+54.4% | Added |
| Heritage Family Offices, LLP | 3,948 | $653.7K | 0.33% | +881+28.7% | Added |
| Venturi Wealth Management, LLC | 4,079 | $675.4K | 0.04% | −418−9.3% | Reduced |
| Delta Investment Management, LLC | 4,085 | $676.5K | 0.14% | +261+6.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 4,103 | $679.4K | 0.03% | +1,446+54.4% | Added |
| Shelton Capital Management | 4,111 | $680.7K | 0.02% | −197−4.6% | Reduced |
| National Asset Management, Inc. | 4,139 | $685.4K | 0.02% | +1,150+38.5% | Added |
| Mainstream Capital Management LLC | 4,301 | $712.2K | 0.56% | +4,301 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,516 | $747.0K | 0.00% | +4,516 | New |
| Advisor OS, LLC | 4,539 | $751.7K | 0.09% | −515−10.2% | Reduced |
| Lebenthal Global Advisors, LLC | 4,604 | $762.4K | 0.14% | −2,583−35.9% | Reduced |
| Mackenzie Financial Corp | 4,605 | $762.5K | 0.00% | −343−6.9% | Reduced |
| Panagora Asset Management Inc | 4,615 | $764.2K | 0.00% | +515+12.6% | Added |
| ProShare Advisors LLC | 4,639 | $768.2K | 0.00% | −455−8.9% | Reduced |
| Everpar Advisors LLC | 4,697 | $777.8K | 0.41% | −598−11.3% | Reduced |
| Spire Wealth Management | 4,761 | $788.3K | 0.03% | +2,026+74.1% | Added |
| Private Advisor Group, LLC | 4,762 | $788.5K | 0.00% | +3,038+176.2% | Added |
| Gulf International Bank (UK) Ltd | 4,843 | $801.0K | 0.03% | +4,843 | New |
| Pullen Investment Management, LLC | 4,898 | $811.1K | 0.51% | −299−5.8% | Reduced |
| Maryland State Retirement & Pension System | 4,933 | $816.9K | 0.02% | −702−12.5% | Reduced |
| CIBC World Markets Corp | 4,954 | $820.3K | 0.01% | +4,954 | New |
| Williamson Legacy Group, LLC | 4,962 | $821.7K | 0.78% | +3,193+180.5% | Added |
| Altshuler Shaham Ltd | 5,000 | $828.0K | 0.02% | +5,000 | New |
| Gamco Investors, Inc. Et Al | 5,030 | $832.9K | 0.01% | −20−0.4% | Reduced |
| Raiffeisen Bank International AG | 5,116 | $842.7K | 0.01% | +1,700+49.8% | Added |
| Entropy Technologies, LP | 5,091 | $843.0K | 0.08% | −3,997−44.0% | Reduced |
| Baird Financial Group, Inc. | 5,100 | $844.5K | 0.00% | −1,912−27.3% | Reduced |
| Bridgefront Capital, LLC | 5,101 | $844.7K | 0.24% | −206−3.9% | Reduced |
| Formidable Asset Management, LLC | 5,148 | $852.5K | 0.14% | +379+7.9% | Added |
| MBM Wealth Consultants, LLC | 5,217 | $863.7K | 0.26% | −44−0.8% | Reduced |
| Impact Capital Partners LLC | 5,260 | $871.0K | 0.32% | −30−0.6% | Reduced |
| Royal London Asset Management Ltd | 5,275 | $873.5K | 0.00% | +5,275 | New |
| Advisors Asset Management, Inc. | 5,281 | $874.5K | 0.02% | +608+13.0% | Added |
| Oppenheimer & Co Inc | 5,405 | $895.0K | 0.01% | +3,895+257.9% | Added |
| Tower Research Capital LLC (TRC) | 5,429 | $899.0K | 0.03% | −391−6.7% | Reduced |
| Owls Nest Partners IA, LLC | 5,500 | $910.7K | 0.22% | 00.0% | Unchanged |
| Simplex Trading, LLC | 5,566 | $921.0K | 0.03% | +5,566 | New |
| Brinker Capital Investments, LLC | 5,582 | $924.3K | 0.01% | +4,214+308.0% | Added |
| Orion Portfolio Solutions, LLC | 5,582 | $924.3K | 0.01% | +4,214+308.0% | Added |
| Cresset Asset Management, LLC | 5,590 | $925.6K | 0.00% | +667+13.5% | Added |
| AXA S.A. | 5,619 | $930.5K | 0.00% | +5,619 | New |
| Guggenheim Capital LLC | 5,646 | $934.9K | 0.01% | +147+2.7% | Added |
| Allstate Corp | 5,676 | $939.9K | 0.03% | +5,676 | New |
| Atomi Financial Group, Inc. | 5,784 | $957.8K | 0.04% | +62+1.1% | Added |
| QRG Capital Management, Inc. | 5,857 | $969.9K | 0.01% | +208+3.7% | Added |
| Sterling Capital Management LLC | 5,868 | $971.7K | 0.02% | −388−6.2% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $975.0K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,914 | $979.0K | 0.09% | +825+16.2% | Added |
| Western Financial Corp | 6,002 | $993.9K | 0.58% | +6,002 | New |
| Aigen Investment Management, LP | 6,076 | $1.01M | 0.16% | +3,630+148.4% | Added |
| Quantitative Investment Management, LLC | 6,112 | $1.01M | 0.09% | +6,112 | New |
| Arkadios Wealth Advisors | 6,131 | $1.02M | 0.04% | −38−0.6% | Reduced |
| Avantax Advisory Services, Inc. | 6,165 | $1.02M | 0.01% | +584+10.5% | Added |
| Concurrent Investment Advisors, LLC | 6,236 | $1.03M | 0.03% | +4,050+185.3% | Added |
| LVW Advisors, LLC | 6,255 | $1.04M | 0.12% | −377−5.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 6,288 | $1.04M | 0.02% | +6,288 | New |
| AG2R la Mondiale Gestion D'Actifs | 5,023 | $1.05M | 0.06% | +5,023 | New |
| Everence Capital Management Inc | 6,380 | $1.06M | 0.07% | +6,380 | New |
| Eagle Strategies LLC | 6,434 | $1.07M | 0.19% | +6,434 | New |
| Swiss Life Asset Management Ltd | 6,450 | $1.07M | 0.01% | +4,869+308.0% | Added |
| Winton Group Ltd | 6,468 | $1.07M | 0.07% | +6,468 | New |
| Caas Capital Management LP | 6,471 | $1.07M | 0.51% | +6,471 | New |
| Aviso Financial Inc. | 6,473 | $1.07M | 0.05% | −1,840−22.1% | Reduced |
| Heartland Advisors Inc | 6,488 | $1.07M | 0.06% | −4,623−41.6% | Reduced |
| Main Management ETF Advisors, LLC | 6,489 | $1.07M | 0.07% | +81+1.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 6,512 | $1.08M | 0.07% | +1,394+27.2% | Added |
| Caldwell Investment Management Ltd. | 6,800 | $1.11M | 0.83% | 00.0% | Unchanged |
| Bokf, NA | 6,792 | $1.12M | 0.02% | +6,792 | New |
| Central Trust Co | 6,822 | $1.13M | 0.03% | +841+14.1% | Added |
| Quantinno Capital Management LP | 6,835 | $1.13M | 0.01% | +3,244+90.3% | Added |
| Virtus Investment Advisers, Inc. | 6,836 | $1.13M | 0.31% | +6,836 | New |
| TownSquare Capital, LLC | 6,843 | $1.13M | 0.01% | +1,625+31.1% | Added |
| Fragasso Group Inc. | 6,858 | $1.14M | 0.08% | +6,858 | New |
| Thompson Siegel & Walmsley LLC | 6,900 | $1.14M | 0.02% | +2,400+53.3% | Added |
| Quadrant Capital Group LLC | 6,917 | $1.15M | 0.04% | +4,078+143.6% | Added |
| Campbell & CO Investment Adviser LLC | 6,924 | $1.15M | 0.09% | −9,576−58.0% | Reduced |
| United Services Automobile Association | 7,084 | $1.17M | 0.04% | +7,084 | New |
| Mystic Asset Management, Inc. | 7,050 | $1.17M | 0.31% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 7,050 | $1.17M | 0.03% | +7,050 | New |
| Kestra Advisory Services, LLC | 7,064 | $1.17M | 0.01% | +1,670+31.0% | Added |
| Mercer Global Advisors Inc | 7,097 | $1.18M | 0.00% | +1,914+36.9% | Added |
| Prelude Capital Management, LLC | 7,107 | $1.18M | 0.12% | +7,107 | New |
| Independent Solutions Wealth Management, LLC | 7,188 | $1.19M | 0.27% | −6,219−46.4% | Reduced |
| Kentucky Retirement Systems | 7,205 | $1.19M | 0.04% | +7,205 | New |
| AE Wealth Management LLC | 7,314 | $1.21M | 0.01% | −218−2.9% | Reduced |