Skip to main content

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.

Institutional holdersQ1 2025: 746 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ1 2025: $15.7B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
West Michigan Advisors, LLC0$00.00%−1,596−100.0%Sold out
Cerity Partners LLC0$00.00%−1,876−100.0%Sold out
Ballentine Partners, LLC0$00.00%−1,449−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−1,414−100.0%Sold out
GTS Securities LLC0$00.00%−1,386−100.0%Sold out
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management0$00.00%−1,382−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−1,379−100.0%Sold out
Retirement Guys Formula LLC0$00.00%−1,314−100.0%Sold out
Meadow Creek Wealth Advisors LLC0$00.00%−1,311−100.0%Sold out
Voya Financial Advisors, Inc.0$00.00%−1,226−100.0%Sold out
Capital Market Strategies LLC0$00.00%−1,200−100.0%Sold out
First Affirmative Financial Network0$00.00%−1,188−100.0%Sold out
Chemistry Wealth Management LLC0$00.00%−1,177−100.0%Sold out
Cornerstone Capital, Inc.0$00.00%−1,175−100.0%Sold out
Great Valley Advisor Group, Inc.0$00.00%−1,170−100.0%Sold out
Eagle Bay Advisors LLC0$00.00%−1,034−100.0%Sold out
Group One Trading, L.P.0$00.00%−975−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−510−100.0%Sold out
Mendota Financial Group, LLC0$00.00%−311−100.0%Sold out
Fairfield Financial Advisors, LTD0$00.00%−261−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−209−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−186−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−178−100.0%Sold out
Rocky Mountain Advisers, LLC0$00.00%−160−100.0%Sold out
Caitlin John, LLC0$00.00%−147−100.0%Sold out
V-Square Quantitative Management LLC0$00.00%−119−100.0%Sold out
Tucker Asset Management LLC0$00.00%−98−100.0%Sold out
FPC Investment Advisory, Inc.0$00.00%−61−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−60−100.0%Sold out
Capital & Planning, LLC0$00.00%−25−100.0%Sold out
New England Capital Financial Advisors LLC0$00.00%−20−100.0%Sold out
Transcendent Capital Group LLC0$00.00%−13−100.0%Sold out
Toth Financial Advisory Corp0$00.00%−10−100.0%Sold out
Transce3nd, LLC0$00.00%−5−100.0%Sold out
Riverview Trust Co0$00.00%−5−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Chiron Investment Management, LLC––––Not filed
Hanseatic Management Services Inc––––Not filed
Global Retirement Partners, LLC––––Not filed
Caxton Associates LP––––Not filed
Vise Technologies, Inc.––––Not filed
Boston Financial Mangement LLC––––Not filed
Kolinsky Wealth Management, LLC––––Not filed
Wintrust Investments LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed
WR Wealth Planners, LLC––––Not filed