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 |
|---|---|---|---|---|---|
| Mitchell & Pahl Private Wealth, LLC | 7,478 | $1.24M | 0.58% | −218−2.8% | Reduced |
| M&T Bank Corp | 7,510 | $1.24M | 0.00% | −4,880−39.4% | Reduced |
| Davenport & Co LLC | 7,537 | $1.25M | 0.01% | +1,681+28.7% | Added |
| Evelyn Partners Investment Management LLP | 30,624 | $1.27M | 0.04% | +4,822+18.7% | Added |
| Inspire Advisors, LLC | 7,741 | $1.28M | 0.15% | −2,401−23.7% | Reduced |
| Sig Brokerage, LP | 7,876 | $1.30M | 0.38% | +7,876 | New |
| Candriam Luxembourg S.C.A. | 7,884 | $1.31M | 0.01% | +7,884 | New |
| Bessemer Group Inc | 7,980 | $1.32M | 0.00% | −16,858−67.9% | Reduced |
| Prudential PLC | 8,013 | $1.33M | 0.01% | +2,583+47.6% | Added |
| Dumont & Blake Investment Advisors LLC | 8,027 | $1.33M | 0.37% | −1,471−15.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,075 | $1.34M | 0.02% | −128,637−94.1% | Reduced |
| Jefferies Financial Group Inc. | 8,076 | $1.34M | 0.02% | −5,781−41.7% | Reduced |
| Captrust Financial Advisors | 8,163 | $1.35M | 0.00% | +1,836+29.0% | Added |
| Virtue Capital Management, LLC | 8,193 | $1.35M | 0.16% | +1,331+19.4% | Added |
| Investment Management Corp of Ontario | 8,185 | $1.36M | 0.03% | +8,185 | New |
| Securian Asset Management, Inc | 8,331 | $1.38M | 0.04% | +100+1.2% | Added |
| Caxton Associates LLP | 8,358 | $1.38M | 0.05% | +8,358 | New |
| Dark Forest Capital Management LP | 8,462 | $1.40M | 0.06% | +2,957+53.7% | Added |
| Crossmark Global Holdings, Inc. | 8,512 | $1.41M | 0.02% | +70+0.8% | Added |
| The PNC Financial Services Group, Inc. | 8,597 | $1.42M | 0.00% | −920−9.7% | Reduced |
| National Bank of Canada | 8,631 | $1.43M | 0.00% | −52,061−85.8% | Reduced |
| Cim, LLC | 8,634 | $1.43M | 0.21% | +28+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 8,698 | $1.44M | 0.01% | −2,975−25.5% | Reduced |
| CBOE Vest Financial, LLC | 8,809 | $1.46M | 0.02% | +8,809 | New |
| Gardner Lewis Asset Management L P | 8,970 | $1.49M | 0.36% | +8,970 | New |
| Silver Oak Securities, Inc | 9,036 | $1.49M | 0.14% | +129+1.4% | Added |
| Mariner, LLC | 9,006 | $1.49M | 0.00% | +2,580+40.1% | Added |
| STRS Ohio | 9,016 | $1.49M | 0.01% | +9,016 | New |
| Daiwa Securities Group Inc. | 9,100 | $1.51M | 0.01% | +9,100 | New |
| Connective Capital Management, LLC | 9,129 | $1.51M | 1.39% | −281−3.0% | Reduced |
| Illinois Municipal Retirement Fund | 9,172 | $1.52M | 0.02% | +1,894+26.0% | Added |
| Mission Wealth Management, LP | 9,224 | $1.53M | 0.04% | −2,068−18.3% | Reduced |
| Steel Peak Wealth Management LLC | 9,297 | $1.54M | 0.07% | +5,196+126.7% | Added |
| Headlands Technologies LLC | 9,363 | $1.55M | 0.18% | +9,363 | New |
| Vestcor Inc | 9,570 | $1.58M | 0.05% | −3,015−24.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 9,670 | $1.60M | 0.02% | +3,254+50.7% | Added |
| Vident Advisory, LLC | 9,728 | $1.61M | 0.02% | +5,987+160.0% | Added |
| Quadrature Capital Ltd | 9,884 | $1.64M | 0.04% | −10,446−51.4% | Reduced |
| Vontobel Holding Ltd. | 9,990 | $1.65M | 0.01% | +4,853+94.5% | Added |
| Janus Henderson Group PLC | 10,099 | $1.66M | 0.00% | −44,716−81.6% | Reduced |
| Pacer Advisors, Inc. | 10,097 | $1.67M | 0.00% | −18,898−65.2% | Reduced |
| Creative Planning | 10,108 | $1.67M | 0.00% | +161+1.6% | Added |
| Ethic Inc. | 9,682 | $1.68M | 0.03% | +1,006+11.6% | Added |
| Itau Unibanco Holding S.A. | 10,123 | $1.68M | 0.06% | +1,660+19.6% | Added |
| Gator Capital Management, LLC | 10,200 | $1.69M | 0.65% | 00.0% | Unchanged |
| MML Investors Services, LLC | 10,215 | $1.69M | 0.01% | +868+9.3% | Added |
| Aspire Private Capital, LLC | 10,305 | $1.71M | 0.42% | −3,263−24.0% | Reduced |
| Sowell Financial Services LLC | 10,310 | $1.71M | 0.08% | −2,233−17.8% | Reduced |
| Public Employees Retirement Association of Colorado | 10,765 | $1.78M | 0.01% | 00.0% | Unchanged |
| OP Asset Management Ltd | 10,795 | $1.79M | 0.03% | +10,795 | New |
| Cubist Systematic Strategies, LLC | 10,882 | $1.80M | 0.02% | +10,882 | New |
| LRT Capital Management, LLC | 10,935 | $1.81M | 1.24% | −2,293−17.3% | Reduced |
| Chase Investment Counsel Corp | 11,000 | $1.82M | 0.67% | 00.0% | Unchanged |
| Capula Management Ltd | 11,100 | $1.84M | 0.01% | +11,100 | New |
| Centiva Capital, LP | 11,201 | $1.85M | 0.11% | −1,807−13.9% | Reduced |
| Elo Mutual Pension Insurance Co | 11,261 | $1.86M | 0.04% | +11,261 | New |
| Franklin Resources Inc | 11,748 | $1.95M | 0.00% | +3,192+37.3% | Added |
| Prudential Financial Inc | 12,161 | $2.01M | 0.00% | +4,131+51.4% | Added |
| Lecap Asset Management Ltd | 12,179 | $2.02M | 0.47% | +8,154+202.6% | Added |
| Blackhawk Capital Partners LLC. | 12,308 | $2.04M | 1.05% | +2,705+28.2% | Added |
| Scientech Research LLC | 12,399 | $2.05M | 0.54% | +2,564+26.1% | Added |
| Brevan Howard Capital Management LP | 12,408 | $2.05M | 0.06% | −55,209−81.6% | Reduced |
| Sciencast Management LP | 12,631 | $2.09M | 0.48% | +12,631 | New |
| State of Alaska, Department of Revenue | 12,756 | $2.11M | 0.02% | +340+2.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,885 | $2.12M | 0.02% | +1,643+14.6% | Added |
| Twinbeech Capital LP | 13,050 | $2.16M | 0.04% | +11,186+600.1% | Added |
| Nissay Asset Management Corp | 13,054 | $2.16M | 0.01% | +13,054 | New |
| O'Shaughnessy Asset Management, LLC | 13,174 | $2.18M | 0.02% | +2,007+18.0% | Added |
| Edgestream Partners, L.P. | 13,263 | $2.20M | 0.07% | −42,501−76.2% | Reduced |
| Exchange Traded Concepts, LLC | 13,624 | $2.26M | 0.04% | −5,439−28.5% | Reduced |
| Advisor Group Holdings, Inc. | 13,664 | $2.26M | 0.01% | +3,043+28.7% | Added |
| Pathstone Holdings, LLC | 13,672 | $2.26M | 0.01% | +1,793+15.1% | Added |
| AQR Capital Management LLC | 13,704 | $2.27M | 0.00% | +2,713+24.7% | Added |
| Walleye Trading LLC | 13,726 | $2.27M | 0.06% | +2,154+18.6% | Added |
| JustInvest LLC | 13,833 | $2.29M | 0.03% | +816+6.3% | Added |
| CIBC World Markets Inc. | 13,875 | $2.30M | 0.01% | +11,132+405.8% | Added |
| Nebula Research & Development LLC | 14,021 | $2.32M | 0.21% | +14,021 | New |
| Massachusetts Financial Services Co | 14,451 | $2.39M | 0.00% | +7,550+109.4% | Added |
| Insight Wealth Strategies, LLC | 14,479 | $2.40M | 0.32% | −623−4.1% | Reduced |
| Fiduciary Family Office, LLC | 14,533 | $2.41M | 0.80% | +14,533 | New |
| Freedom Day Solutions, LLC | 14,654 | $2.43M | 0.74% | −430−2.9% | Reduced |
| CI Private Wealth, LLC | 15,008 | $2.49M | 0.00% | +6,208+70.5% | Added |
| Walleye Capital LLC | 15,149 | $2.51M | 0.03% | −22,327−59.6% | Reduced |
| Bank of Nova Scotia | 15,198 | $2.52M | 0.01% | +1,806+13.5% | Added |
| Sumitomo Life Insurance Co | 15,215 | $2.52M | 0.09% | −57−0.4% | Reduced |
| Jain Global LLC | 15,279 | $2.53M | 0.05% | −30,948−66.9% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,419 | $2.55M | 0.03% | 00.0% | Unchanged |
| S&CO Inc | 15,530 | $2.57M | 0.17% | −345−2.2% | Reduced |
| Toroso Investments, LLC | 15,691 | $2.60M | 0.02% | +1,736+12.4% | Added |
| Teacher Retirement System of Texas | 15,916 | $2.64M | 0.01% | −15,754−49.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,989 | $2.65M | 0.38% | +11,688+271.8% | Added |
| US Bancorp | 16,418 | $2.72M | 0.00% | −1,726−9.5% | Reduced |
| Point72 Europe (London) LLP | 16,600 | $2.75M | 0.19% | +16,600 | New |
| Toronto Dominion Bank | 17,109 | $2.83M | 0.01% | +16,533+2,870.3% | Added |
| Uncommon Cents Investing LLC | 17,120 | $2.83M | 0.83% | 00.0% | Unchanged |
| Munro Partners | 17,380 | $2.88M | 0.14% | +8,180+88.9% | Added |
| Utah Retirement Systems | 17,509 | $2.90M | 0.03% | +11,809+207.2% | Added |
| Illumine Investment Management, LLC | 17,803 | $2.95M | 2.41% | −782−4.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,923 | $2.97M | 0.01% | −2,627−12.8% | Reduced |
| Xponance, Inc. | 18,225 | $3.02M | 0.03% | +5,494+43.2% | Added |