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 |
|---|---|---|---|---|---|
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,594 | $3.08M | 0.00% | +8,153+78.1% | Added |
| Stanley-Laman Group, Ltd. | 18,859 | $3.12M | 0.48% | −3,614−16.1% | Reduced |
| TD Private Client Wealth LLC | 18,917 | $3.13M | 0.09% | −36−0.2% | Reduced |
| WBI Investments | 19,000 | $3.15M | 0.83% | −12,409−39.5% | Reduced |
| Epacria Capital Partners, LLC | 19,000 | $3.15M | 2.56% | −3,500−15.6% | Reduced |
| TCW Group Inc | 19,030 | $3.15M | 0.03% | −5,866−23.6% | Reduced |
| Nordea Investment Management AB | 19,657 | $3.20M | 0.00% | +3,065+18.5% | Added |
| DnB Asset Management AS | 19,354 | $3.20M | 0.01% | +17,938+1,266.8% | Added |
| Kennondale Capital Management LLC | 19,419 | $3.22M | 3.51% | −6,735−25.8% | Reduced |
| Estate Counselors, LLC | 19,864 | $3.29M | 0.34% | +19,864 | New |
| Sanctuary Advisors, LLC | 20,001 | $3.31M | 0.02% | −1,279−6.0% | Reduced |
| Capital Fund Management S.A. | 20,064 | $3.32M | 0.04% | −14,432−41.8% | Reduced |
| USS Investment Management Ltd | 20,161 | $3.34M | 0.03% | +76+0.4% | Added |
| Left Brain Wealth Management, LLC | 20,344 | $3.37M | 1.47% | +18,811+1,227.1% | Added |
| Commonwealth Equity Services, LLC | 20,556 | $3.40M | 0.00% | +3,548+20.9% | Added |
| British Columbia Investment Management Corp | 20,822 | $3.45M | 0.02% | +20,822 | New |
| Ameritas Investment Partners, Inc. | 21,423 | $3.55M | 0.12% | −385−1.8% | Reduced |
| D. E. Shaw & Co., Inc. | 21,480 | $3.56M | 0.00% | −77,627−78.3% | Reduced |
| Himension Fund | 21,563 | $3.57M | 0.30% | +21,563 | New |
| SG Americas Securities, LLC | 21,862 | $3.62M | 0.01% | +16,802+332.1% | Added |
| Oregon Public Employees Retirement Fund | 22,075 | $3.66M | 0.07% | −75−0.3% | Reduced |
| Man Group plc | 22,221 | $3.68M | 0.01% | −9,421−29.8% | Reduced |
| New Mexico Educational Retirement Board | 22,228 | $3.68M | 0.13% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 22,285 | $3.69M | 0.17% | −39,343−63.8% | Reduced |
| IFM Investors Pty Ltd | 22,389 | $3.71M | 0.04% | +22,389 | New |
| Pinebridge Investments, L.P. | 22,626 | $3.75M | 0.03% | −21,984−49.3% | Reduced |
| Wolverine Trading, LLC | 23,384 | $3.85M | 0.12% | +23,384 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,302 | $3.86M | 0.01% | −5,687−19.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 23,400 | $3.87M | 0.02% | +23,400 | New |
| Natixis Advisors, L.P. | 23,532 | $3.90M | 0.01% | +2,329+11.0% | Added |
| EULAV Asset Management | 24,000 | $3.97M | 0.10% | −1,000−4.0% | Reduced |
| CWA Asset Management Group, LLC | 24,012 | $3.98M | 0.19% | −2,537−9.6% | Reduced |
| South Dakota Investment Council | 24,178 | $4.00M | 0.08% | +24,178 | New |
| Northwestern Mutual Investment Management Company, LLC | 24,209 | $4.01M | 0.06% | +110.0% | Added |
| Wealthfront Advisers LLC | 25,303 | $4.19M | 0.01% | +2,724+12.1% | Added |
| TD Asset Management Inc | 25,350 | $4.20M | 0.00% | +6,601+35.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,400 | $4.21M | 0.05% | +25,400 | New |
| XTX Topco Ltd | 25,703 | $4.26M | 0.22% | +8,608+50.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,496 | $4.28M | 0.04% | −36,734−58.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,027 | $4.31M | 0.03% | +1,981+8.2% | Added |
| State of Michigan Retirement System | 26,079 | $4.32M | 0.02% | +300+1.2% | Added |
| Bank of Montreal | 26,090 | $4.32M | 0.00% | −1,464−5.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 26,093 | $4.32M | 0.04% | −199−0.8% | Reduced |
| Virtu Financial LLC | 26,343 | $4.36M | 0.24% | +21,734+471.6% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,091 | $4.49M | 0.05% | +27,091 | New |
| Resources Investment Advisors, LLC. | 27,422 | $4.54M | 0.05% | −3,091−10.1% | Reduced |
| Gotham Asset Management, LLC | 27,429 | $4.54M | 0.04% | −925−3.3% | Reduced |
| Prescott Group Capital Management, L.L.C. | 27,919 | $4.62M | 0.67% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 28,000 | $4.64M | 1.88% | −13,290−32.2% | Reduced |
| Andra AP-fonden | 28,052 | $4.65M | 0.08% | +28,052 | New |
| Thrivent Financial for Lutherans | 28,492 | $4.72M | 0.01% | +2,873+11.2% | Added |
| AWH Capital, L.P. | 29,095 | $4.82M | 6.98% | −7,655−20.8% | Reduced |
| Union Bancaire Privee, UBP SA | 31,084 | $4.82M | 0.09% | +8,390+37.0% | Added |
| Atria Investments LLC | 30,085 | $4.98M | 0.06% | −170−0.6% | Reduced |
| Graham Capital Management, L.P. | 30,192 | $5.00M | 0.16% | +2,952+10.8% | Added |
| Danske Bank A/S | 30,200 | $5.00M | 0.02% | +30,100+30,100.0% | Added |
| Louisiana State Employees Retirement System | 30,500 | $5.05M | 0.10% | +300+1.0% | Added |
| Arizona State Retirement System | 31,473 | $5.21M | 0.03% | −96−0.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 31,770 | $5.26M | 0.05% | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 32,318 | $5.35M | 0.02% | +32,318 | New |
| Resona Asset Management Co.,Ltd. | 32,882 | $5.44M | 0.03% | +32,882 | New |
| Pilgrim Partners Asia Pte Ltd | 33,100 | $5.48M | 5.20% | +8,600+35.1% | Added |
| Zacks Investment Management | 33,536 | $5.55M | 0.05% | −105−0.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 34,029 | $5.63M | 0.01% | +30,238+797.6% | Added |
| Magnetar Financial LLC | 34,504 | $5.71M | 0.08% | +34,504 | New |
| Ibex Wealth Advisors | 34,643 | $5.74M | 0.76% | +3,495+11.2% | Added |
| KLP Kapitalforvaltning AS | 36,500 | $6.04M | 0.03% | +14,500+65.9% | Added |
| State of New Jersey Common Pension Fund D | 36,736 | $6.08M | 0.03% | −1,847−4.8% | Reduced |
| Assenagon Asset Management S.A. | 36,760 | $6.09M | 0.01% | −178,808−82.9% | Reduced |
| SkyView Investment Advisors, LLC | 36,878 | $6.11M | 0.92% | +391+1.1% | Added |
| Yousif Capital Management, LLC | 37,422 | $6.20M | 0.07% | −832−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 36,060 | $6.22M | 0.05% | +1,088+3.1% | Added |
| Macquarie Group Ltd | 37,756 | $6.25M | 0.01% | +35,098+1,320.5% | Added |
| Empowered Funds, LLC | 39,131 | $6.48M | 0.09% | +1,156+3.0% | Added |
| Cetera Investment Advisers | 39,322 | $6.51M | 0.01% | −5,170−11.6% | Reduced |
| NewEdge Wealth, LLC | 39,461 | $6.53M | 0.12% | +94+0.2% | Added |
| Comerica Bank | 41,132 | $6.81M | 0.03% | −1,938−4.5% | Reduced |
| Asset Management One Co.,Ltd. | 42,211 | $6.99M | 0.02% | +41,755+9,156.8% | Added |
| Twin Tree Management, LP | 42,599 | $7.05M | 0.16% | −184,545−81.2% | Reduced |
| Scotia Capital Inc. | 43,953 | $7.28M | 0.04% | +3,389+8.4% | Added |
| State of Tennessee, Treasury Department | 44,162 | $7.31M | 0.03% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 46,304 | $7.67M | 0.04% | +46,304 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 46,580 | $7.71M | 0.82% | −8,248−15.0% | Reduced |
| Harbor Advisors LLC | 46,708 | $7.73M | 1.34% | 00.0% | Unchanged |
| CWM Advisors, LLC | 47,341 | $7.84M | 0.93% | +7,734+19.5% | Added |
| Wealth Enhancement Advisory Services, LLC | 48,364 | $8.01M | 0.02% | +34,364+245.5% | Added |
| Forsta Ap-Fonden | 48,600 | $8.05M | 0.06% | +48,600 | New |
| Emmett Investment Management, LP | 46,675 | $8.08M | 7.38% | −1,700−3.5% | Reduced |
| Picton Mahoney Asset Management | 48,792 | $8.08M | 0.28% | +45,770+1,514.6% | Added |
| SEI Investments Co | 49,679 | $8.23M | 0.01% | −9,161−15.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 49,687 | $8.23M | 0.02% | +48,000+2,845.3% | Added |
| Amalgamated Bank | 49,831 | $8.25M | 0.07% | −1,915−3.7% | Reduced |
| Korea Investment CORP | 50,193 | $8.31M | 0.02% | +50,193 | New |
| HighTower Advisors, LLC | 50,825 | $8.42M | 0.01% | −8,257−14.0% | Reduced |
| FORA Capital, LLC | 51,188 | $8.48M | 0.86% | +36,253+242.7% | Added |
| Credit Agricole S A | 51,379 | $8.51M | 0.03% | +17,365+51.1% | Added |
| Cozad Asset Management Inc | 51,430 | $8.52M | 0.85% | +2,143+4.3% | Added |
| Engineers Gate Manager LP | 51,875 | $8.59M | 0.14% | +38,055+275.4% | Added |
| Nomura Asset Management Co Ltd | 53,316 | $8.83M | 0.03% | +39,853+296.0% | Added |
| Mutual of America Capital Management LLC | 56,038 | $9.28M | 0.11% | −1,476−2.6% | Reduced |