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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 56,397 | $9.34M | 0.10% | +13,260+30.7% | Added |
| Treasurer of the State of North Carolina | 56,620 | $9.38M | 0.04% | +8,970+18.8% | Added |
| Public Employees Retirement System of Ohio | 56,622 | $9.38M | 0.03% | +20,118+55.1% | Added |
| Qsemble Capital Management, LP | 57,670 | $9.55M | 1.01% | +40,840+242.7% | Added |
| Prana Capital Management, LP | 57,915 | $9.59M | 0.39% | +46,836+422.7% | Added |
| Handelsbanken Fonder AB | 59,586 | $9.87M | 0.04% | +12,971+27.8% | Added |
| New York State Common Retirement Fund | 59,702 | $9.89M | 0.01% | −4,800−7.4% | Reduced |
| One Madison Group LLC | 60,000 | $9.94M | 1.30% | −90,000−60.0% | Reduced |
| Truist Financial Corp | 60,003 | $9.94M | 0.02% | +83+0.1% | Added |
| Freestone Grove Partners LP | 60,389 | $10.0M | 0.10% | +60,389 | New |
| MetLife Investment Management | 60,402 | $10.0M | 0.05% | −916−1.5% | Reduced |
| BOCHK Asset Management Ltd | 61,000 | $10.1M | 5.69% | +60,650+17,328.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 63,235 | $10.5M | 0.02% | +63,235 | New |
| Warther Private Wealth, LLC | 65,955 | $10.9M | 3.64% | +8,695+15.2% | Added |
| HSBC Holdings PLC | 66,823 | $11.0M | 0.01% | −100,396−60.0% | Reduced |
| Manufacturers Life Insurance Company, The | 66,912 | $11.1M | 0.01% | −17,281−20.5% | Reduced |
| Fifth Third Bancorp | 67,815 | $11.2M | 0.04% | +40,792+151.0% | Added |
| Martingale Asset Management L P | 72,432 | $12.0M | 0.31% | −8,422−10.4% | Reduced |
| O'Brien Greene & Co. Inc | 72,728 | $12.0M | 4.04% | −3,183−4.2% | Reduced |
| Janney Montgomery Scott LLC | 73,770 | $12.2M | 0.03% | −1,332−1.8% | Reduced |
| State of Wisconsin Investment Board | 74,423 | $12.3M | 0.03% | −39,741−34.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 76,305 | $12.6M | 0.08% | −1,938−2.5% | Reduced |
| New York State Teachers Retirement System | 77,387 | $12.8M | 0.03% | +7,360+10.5% | Added |
| Vestmark Advisory Solutions, Inc. | 78,728 | $13.0M | 0.34% | +39,419+100.3% | Added |
| Winmill & Co. Inc | 81,800 | $13.5M | 4.12% | 00.0% | Unchanged |
| Quantbot Technologies LP | 83,327 | $13.8M | 0.44% | +68,223+451.7% | Added |
| Rovida Investment Management Ltd | 85,000 | $14.1M | 4.22% | −15,000−15.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 85,953 | $14.2M | 0.01% | +85,692+32,832.2% | Added |
| BNP Paribas Arbitrage, SA | 86,240 | $14.3M | 0.01% | +11,457+15.3% | Added |
| Cercano Management LLC | 87,193 | $14.4M | 0.42% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 89,322 | $14.8M | 0.00% | +23,948+36.6% | Added |
| Storebrand Asset Management AS | 90,298 | $15.0M | 0.05% | +90,298 | New |
| Canada Pension Plan Investment Board | 94,106 | $15.6M | 0.02% | −191,459−67.0% | Reduced |
| Gabelli Funds LLC | 94,166 | $15.6M | 0.12% | −12,220−11.5% | Reduced |
| Amundi | 102,059 | $16.3M | 0.01% | −39,038−27.7% | Reduced |
| Tairen Capital Ltd | 99,600 | $16.5M | 1.09% | +99,600 | New |
| Lansing Management LP | 99,934 | $16.5M | 13.89% | −6,625−6.2% | Reduced |
| State Board of Administration of Florida Retirement System | 105,180 | $17.4M | 0.03% | +6,420+6.5% | Added |
| Dana Investment Advisors, Inc. | 105,930 | $17.5M | 0.63% | −23,908−18.4% | Reduced |
| Tudor Investment Corp Et Al | 106,525 | $17.6M | 0.16% | +101,853+2,180.1% | Added |
| Firetrail Investments Pty Ltd | 107,300 | $18.0M | 5.23% | −24,919−18.8% | Reduced |
| Kodai Capital Management LP | 109,974 | $18.2M | 0.72% | +65,495+147.2% | Added |
| Trexquant Investment LP | 117,373 | $19.4M | 0.23% | +33,549+40.0% | Added |
| Corebridge Financial, Inc. | 120,238 | $19.9M | 0.11% | −2,939−2.4% | Reduced |
| Quinn Opportunity Partners LLC | 120,548 | $20.0M | 1.40% | +53,500+79.8% | Added |
| Squarepoint Ops LLC | 122,848 | $20.3M | 0.05% | −153,051−55.5% | Reduced |
| Brooktree Capital Management | 126,585 | $21.0M | 15.73% | −6,441−4.8% | Reduced |
| HRT Financial LP | 127,039 | $21.0M | 0.13% | +54,966+76.3% | Added |
| California State Teachers Retirement System | 128,659 | $21.3M | 0.03% | +24,212+23.2% | Added |
| Aquatic Capital Management LLC | 130,404 | $21.6M | 0.55% | +106,358+442.3% | Added |
| Barclays PLC | 130,833 | $21.7M | 0.01% | −63,742−32.8% | Reduced |
| Mawer Investment Management Ltd. | 130,851 | $21.7M | 0.10% | +2,853+2.2% | Added |
| Great West Life Assurance Co | 134,297 | $22.3M | 0.04% | +25,720+23.7% | Added |
| Robeco Institutional Asset Management B.V. | 134,870 | $22.3M | 0.04% | +44,580+49.4% | Added |
| Polar Capital Holdings Plc | 135,046 | $22.4M | 0.14% | −88,362−39.6% | Reduced |
| Hudson Way Capital Management LLC | 137,645 | $22.8M | 2.26% | −158,857−53.6% | Reduced |
| Intech Investment Management LLC | 138,146 | $22.9M | 0.24% | +88,136+176.2% | Added |
| Susquehanna International Group, LLP | 138,768 | $23.0M | 0.04% | −21,321−13.3% | Reduced |
| Alliancebernstein L.P. | 139,765 | $23.1M | 0.01% | −11,552−7.6% | Reduced |
| Deutsche Bank AG | 141,557 | $23.4M | 0.01% | +7,574+5.7% | Added |
| Balyasny Asset Management LLC | 152,131 | $25.2M | 0.06% | +152,131 | New |
| Ameriprise Financial Inc | 156,633 | $25.7M | 0.01% | −22,877−12.7% | Reduced |
| Voya Investment Management LLC | 158,427 | $26.2M | 0.03% | −98,999−38.5% | Reduced |
| Worldquant Millennium Advisors LLC | 160,622 | $26.6M | 0.17% | +160,622 | New |
| Stifel Financial Corp | 160,855 | $26.6M | 0.03% | −3,187−1.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 164,514 | $27.2M | 0.12% | +124,241+308.5% | Added |
| LPL Financial LLC | 169,420 | $28.1M | 0.01% | +18,148+12.0% | Added |
| Jane Street Group, LLC | 170,055 | $28.2M | 0.05% | −63,223−27.1% | Reduced |
| National Pension Service | 173,249 | $28.7M | 0.03% | +173,249 | New |
| Stony Point Capital LLC | 177,900 | $29.5M | 3.19% | +111,274+167.0% | Added |
| Pictet Asset Management Holding SA | 178,946 | $29.6M | 0.03% | +8,725+5.1% | Added |
| Marathon Asset Mgmt Ltd | 182,538 | $30.2M | 0.92% | −76,562−29.5% | Reduced |
| Victory Capital Management Inc | 183,398 | $30.4M | 0.03% | −13,144−6.7% | Reduced |
| Russell Investments Group, Ltd. | 191,402 | $31.7M | 0.04% | +4,484+2.4% | Added |
| California Public Employees Retirement System | 192,864 | $31.9M | 0.02% | −917−0.5% | Reduced |
| Coronation Fund Managers Ltd. | 196,761 | $32.6M | 1.77% | +12,311+6.7% | Added |
| Waverton Investment Management Ltd | 197,541 | $32.7M | 0.51% | −3,584−1.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 198,157 | $32.8M | 0.58% | −24,518−11.0% | Reduced |
| Verition Fund Management LLC | 200,854 | $33.3M | 0.19% | +32,224+19.1% | Added |
| Jump Financial, LLC | 207,047 | $34.3M | 0.52% | +149,404+259.2% | Added |
| RV Capital GmbH | 212,480 | $35.2M | 7.77% | −11,867−5.3% | Reduced |
| Federated Hermes, Inc. | 215,699 | $35.7M | 0.08% | −16,588−7.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 226,292 | $39.2M | 0.07% | −4,566−2.0% | Reduced |
| Jupiter Asset Management Ltd | 239,000 | $39.6M | 0.38% | +239,000 | New |
| Hengistbury Investment Partners LLP | 244,497 | $40.5M | 23.36% | −1,420−0.6% | Reduced |
| Dimensional Fund Advisors LP | 251,524 | $41.6M | 0.01% | −5,725−2.2% | Reduced |
| Oakcliff Capital Partners, LP | 257,685 | $42.7M | 22.48% | −42,000−14.0% | Reduced |
| 1832 Asset Management L.P. | 260,833 | $43.2M | 0.08% | −1,100−0.4% | Reduced |
| Retirement Systems of Alabama | 263,646 | $43.7M | 0.17% | +132+0.1% | Added |
| Hosking Partners LLP | 282,250 | $46.7M | 1.97% | −2,488−0.9% | Reduced |
| Allianz Asset Management GmbH | 292,141 | $48.4M | 0.07% | +147,638+102.2% | Added |
| Nuveen, LLC | 292,775 | $48.5M | 0.02% | +292,775 | New |
| Envestnet Asset Management Inc | 307,261 | $50.9M | 0.02% | −23,355−7.1% | Reduced |
| Rhumbline Advisers | 319,505 | $52.9M | 0.05% | +38,087+13.5% | Added |
| Progeny 3, Inc. | 324,015 | $53.7M | 3.69% | +158,015+95.2% | Added |
| FIL Ltd | 329,109 | $54.5M | 0.05% | −40,071−10.9% | Reduced |
| Principal Financial Group Inc | 358,675 | $59.4M | 0.03% | −2,956−0.8% | Reduced |
| UBS Group AG | 366,220 | $60.6M | 0.01% | −12,676−3.3% | Reduced |
| First Trust Advisors LP | 369,279 | $61.1M | 0.05% | +295,845+402.9% | Added |
| Citigroup Inc | 376,733 | $62.4M | 0.05% | +515+0.1% | Added |