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 |
|---|---|---|---|---|---|
| TimesSquare Capital Management, LLC | 392,250 | $65.0M | 1.05% | +104,450+36.3% | Added |
| Ancient Art, L.P. | 410,909 | $68.0M | 20.18% | −35,000−7.8% | Reduced |
| Legal & General Group Plc | 420,060 | $69.6M | 0.02% | +77,452+22.6% | Added |
| UBS Asset Management Americas Inc | 424,970 | $70.4M | 0.02% | +118,116+38.5% | Added |
| Empower Advisory Group, LLC | 447,651 | $74.1M | 0.24% | −229,275−33.9% | Reduced |
| Ensign Peak Advisors, Inc | 499,600 | $82.7M | 0.16% | +77,967+18.5% | Added |
| Millennium Management LLC | 503,462 | $83.4M | 0.08% | +53,612+11.9% | Added |
| KBC Group NV | 522,221 | $86.5M | 0.27% | +375,173+255.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 539,970 | $89.4M | 0.06% | +98,794+22.4% | Added |
| Agf Management Ltd | 558,377 | $92.5M | 0.49% | +8,598+1.6% | Added |
| Raymond James Financial Inc | 595,300 | $98.6M | 0.04% | −84,195−12.4% | Reduced |
| Goldman Sachs Group Inc | 597,176 | $98.9M | 0.02% | +199,467+50.2% | Added |
| Royal Bank of Canada | 607,518 | $100.6M | 0.02% | −21,856−3.5% | Reduced |
| Bronte Capital Management Pty Ltd. | 526,584 | $102.1M | 8.29% | −68,460−11.5% | Reduced |
| Citadel Advisors LLC | 663,092 | $109.8M | 0.11% | +279,996+73.1% | Added |
| Two Sigma Investments, LP | 671,851 | $111.3M | 0.24% | +182,676+37.3% | Added |
| Renaissance Technologies LLC | 709,310 | $117.5M | 0.18% | +104,400+17.3% | Added |
| Qube Research & Technologies Ltd | 799,012 | $132.3M | 0.21% | +285,465+55.6% | Added |
| Charles Schwab Investment Management Inc | 834,388 | $138.2M | 0.03% | +16,190+2.0% | Added |
| Bares Capital Management, Inc. | 844,537 | $139.8M | 16.42% | −107,110−11.3% | Reduced |
| Two Sigma Advisers, LP | 848,300 | $140.5M | 0.32% | +382,400+82.1% | Added |
| Wells Fargo & Company | 869,768 | $144.0M | 0.03% | −78,058−8.2% | Reduced |
| Bank of New York Mellon Corp | 885,346 | $146.6M | 0.03% | +132,914+17.7% | Added |
| Bamco Inc | 913,967 | $151.3M | 0.44% | 00.0% | Unchanged |
| Northern Trust Corp | 952,772 | $157.8M | 0.02% | +76,283+8.7% | Added |
| Wellington Management Group LLP | 983,656 | $162.9M | 0.03% | −510,373−34.2% | Reduced |
| Jarislowsky, Fraser Ltd | 1,068,672 | $177.0M | 1.11% | −170,852−13.8% | Reduced |
| Morgan Stanley | 1,115,147 | $184.7M | 0.01% | −182,776−14.1% | Reduced |
| Invesco Ltd. | 1,115,214 | $184.7M | 0.03% | +349,255+45.6% | Added |
| Marshall Wace, LLP | 1,194,907 | $197.9M | 0.26% | +683,271+133.5% | Added |
| Neuberger Berman Group LLC | 1,220,232 | $203.1M | 0.17% | +76,503+6.7% | Added |
| Jacobs Levy Equity Management, Inc | 1,230,207 | $203.7M | 0.81% | +145,870+13.5% | Added |
| FMR LLC | 1,253,351 | $207.5M | 0.01% | −28,531−2.2% | Reduced |
| Norges Bank | 1,382,808 | $229.0M | 0.03% | +84,819+6.5% | Added |
| American Century Companies Inc | 1,433,981 | $237.5M | 0.15% | +1,343,007+1,476.3% | Added |
| Egerton Capital (UK) LLP | 1,833,969 | $303.7M | 3.50% | −14,204−0.8% | Reduced |
| Geode Capital Management, LLC | 2,297,027 | $380.2M | 0.03% | +37,995+1.7% | Added |
| Bank of America Corp | 2,332,483 | $386.2M | 0.03% | −6,489−0.3% | Reduced |
| Greenwich Wealth Management LLC | 2,705,357 | $448.0M | 33.90% | −69,225−2.5% | Reduced |
| JPMorgan Chase & Co | 3,096,716 | $512.8M | 0.04% | −891,654−22.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 3,170,779 | $525.0M | 1.29% | −717,035−18.4% | Reduced |
| Cantillon Capital Management LLC | 3,293,826 | $545.4M | 3.53% | −101,864−3.0% | Reduced |
| Orbis Allan Gray Ltd | 3,493,357 | $578.5M | 3.31% | −1,792,148−33.9% | Reduced |
| State Street Corp | 3,770,769 | $624.4M | 0.03% | +416,179+12.4% | Added |
| Vanguard Group Inc | 10,351,521 | $1.71B | 0.03% | +280,004+2.8% | Added |
| BlackRock, Inc. | 10,413,006 | $1.72B | 0.04% | +79,196+0.8% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −390,882−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −215,400−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −182,080−100.0% | Sold out |
| Investmentaktiengesellschaft Fuer Langfristige Investoren TGV | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −94,718−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −68,010−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,232−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −48,331−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −41,211−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −38,602−100.0% | Sold out |
| Cooper Investors Pty Ltd | 0 | $0 | 0.00% | −34,867−100.0% | Sold out |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −25,258−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −19,700−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −18,720−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −15,932−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −10,038−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −13,054−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −11,817−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −10,902−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −10,657−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −9,906−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −8,288−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,190−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −7,706−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −7,622−100.0% | Sold out |
| WealthTrust Asset Management, LLC | 0 | $0 | 0.00% | −6,118−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −6,111−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −6,108−100.0% | Sold out |
| Fig Financial Advisory Services Inc | 0 | $0 | 0.00% | −5,907−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −4,388−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −4,226−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −4,025−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,856−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,371−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −3,317−100.0% | Sold out |
| Straightline Group LLC | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Boyar Asset Management Inc. | 0 | $0 | 0.00% | −3,197−100.0% | Sold out |
| Bryce Point Capital, LLC | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,635−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −2,146−100.0% | Sold out |
| Wulff, Hansen & Co. | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −1,741−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |