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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
Squarepoint Ops LLC122,848$20.3M0.05%−153,051−55.5%Reduced
Quinn Opportunity Partners LLC120,548$20.0M1.40%+53,500+79.8%Added
Corebridge Financial, Inc.120,238$19.9M0.11%−2,939−2.4%Reduced
Trexquant Investment LP117,373$19.4M0.23%+33,549+40.0%Added
Kodai Capital Management LP109,974$18.2M0.72%+65,495+147.2%Added
Firetrail Investments Pty Ltd107,300$18.0M5.23%−24,919−18.8%Reduced
Tudor Investment Corp Et Al106,525$17.6M0.16%+101,853+2,180.1%Added
Dana Investment Advisors, Inc.105,930$17.5M0.63%−23,908−18.4%Reduced
State Board of Administration of Florida Retirement System105,180$17.4M0.03%+6,420+6.5%Added
Lansing Management LP99,934$16.5M13.89%−6,625−6.2%Reduced
Tairen Capital Ltd99,600$16.5M1.09%+99,600New
Amundi102,059$16.3M0.01%−39,038−27.7%Reduced
Gabelli Funds LLC94,166$15.6M0.12%−12,220−11.5%Reduced
Canada Pension Plan Investment Board94,106$15.6M0.02%−191,459−67.0%Reduced
Storebrand Asset Management AS90,298$15.0M0.05%+90,298New
Price T Rowe Associates Inc89,322$14.8M0.00%+23,948+36.6%Added
Cercano Management LLC87,193$14.4M0.42%00.0%Unchanged
BNP Paribas Arbitrage, SA86,240$14.3M0.01%+11,457+15.3%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.85,953$14.2M0.01%+85,692+32,832.2%Added
Rovida Investment Management Ltd85,000$14.1M4.22%−15,000−15.0%Reduced
Quantbot Technologies LP83,327$13.8M0.44%+68,223+451.7%Added
Winmill & Co. Inc81,800$13.5M4.12%00.0%Unchanged
Vestmark Advisory Solutions, Inc.78,728$13.0M0.34%+39,419+100.3%Added
New York State Teachers Retirement System77,387$12.8M0.03%+7,360+10.5%Added
Schonfeld Strategic Advisors LLC76,305$12.6M0.08%−1,938−2.5%Reduced
State of Wisconsin Investment Board74,423$12.3M0.03%−39,741−34.8%Reduced
Janney Montgomery Scott LLC73,770$12.2M0.03%−1,332−1.8%Reduced
O'Brien Greene & Co. Inc72,728$12.0M4.04%−3,183−4.2%Reduced
Martingale Asset Management L P72,432$12.0M0.31%−8,422−10.4%Reduced
Fifth Third Bancorp67,815$11.2M0.04%+40,792+151.0%Added
Manufacturers Life Insurance Company, The66,912$11.1M0.01%−17,281−20.5%Reduced
HSBC Holdings PLC66,823$11.0M0.01%−100,396−60.0%Reduced
Warther Private Wealth, LLC65,955$10.9M3.64%+8,695+15.2%Added
Universal- Beteiligungs- und Servicegesellschaft mbH63,235$10.5M0.02%+63,235New
BOCHK Asset Management Ltd61,000$10.1M5.69%+60,650+17,328.6%Added
MetLife Investment Management60,402$10.0M0.05%−916−1.5%Reduced
Freestone Grove Partners LP60,389$10.0M0.10%+60,389New
Truist Financial Corp60,003$9.94M0.02%+83+0.1%Added
One Madison Group LLC60,000$9.94M1.30%−90,000−60.0%Reduced
New York State Common Retirement Fund59,702$9.89M0.01%−4,800−7.4%Reduced
Handelsbanken Fonder AB59,586$9.87M0.04%+12,971+27.8%Added
Prana Capital Management, LP57,915$9.59M0.39%+46,836+422.7%Added
Qsemble Capital Management, LP57,670$9.55M1.01%+40,840+242.7%Added
Public Employees Retirement System of Ohio56,622$9.38M0.03%+20,118+55.1%Added
Treasurer of the State of North Carolina56,620$9.38M0.04%+8,970+18.8%Added
Sumitomo Mitsui DS Asset Management Company, Ltd56,397$9.34M0.10%+13,260+30.7%Added
Mutual of America Capital Management LLC56,038$9.28M0.11%−1,476−2.6%Reduced
Nomura Asset Management Co Ltd53,316$8.83M0.03%+39,853+296.0%Added
Engineers Gate Manager LP51,875$8.59M0.14%+38,055+275.4%Added
Cozad Asset Management Inc51,430$8.52M0.85%+2,143+4.3%Added
Credit Agricole S A51,379$8.51M0.03%+17,365+51.1%Added
FORA Capital, LLC51,188$8.48M0.86%+36,253+242.7%Added
HighTower Advisors, LLC50,825$8.42M0.01%−8,257−14.0%Reduced
Korea Investment CORP50,193$8.31M0.02%+50,193New
Amalgamated Bank49,831$8.25M0.07%−1,915−3.7%Reduced
Mitsubishi UFJ Trust & Banking Corp49,687$8.23M0.02%+48,000+2,845.3%Added
SEI Investments Co49,679$8.23M0.01%−9,161−15.6%Reduced
Picton Mahoney Asset Management48,792$8.08M0.28%+45,770+1,514.6%Added
Emmett Investment Management, LP46,675$8.08M7.38%−1,700−3.5%Reduced
Forsta Ap-Fonden48,600$8.05M0.06%+48,600New
Wealth Enhancement Advisory Services, LLC48,364$8.01M0.02%+34,364+245.5%Added
CWM Advisors, LLC47,341$7.84M0.93%+7,734+19.5%Added
Harbor Advisors LLC46,708$7.73M1.34%00.0%Unchanged
W.G. Shaheen & Associates DBA Whitney & Co46,580$7.71M0.82%−8,248−15.0%Reduced
Bridgewater Associates, LP46,304$7.67M0.04%+46,304New
State of Tennessee, Treasury Department44,162$7.31M0.03%00.0%Unchanged
Scotia Capital Inc.43,953$7.28M0.04%+3,389+8.4%Added
Twin Tree Management, LP42,599$7.05M0.16%−184,545−81.2%Reduced
Asset Management One Co.,Ltd.42,211$6.99M0.02%+41,755+9,156.8%Added
Comerica Bank41,132$6.81M0.03%−1,938−4.5%Reduced
NewEdge Wealth, LLC39,461$6.53M0.12%+94+0.2%Added
Cetera Investment Advisers39,322$6.51M0.01%−5,170−11.6%Reduced
Empowered Funds, LLC39,131$6.48M0.09%+1,156+3.0%Added
Macquarie Group Ltd37,756$6.25M0.01%+35,098+1,320.5%Added
TD Waterhouse Canada Inc.36,060$6.22M0.05%+1,088+3.1%Added
Yousif Capital Management, LLC37,422$6.20M0.07%−832−2.2%Reduced
SkyView Investment Advisors, LLC36,878$6.11M0.92%+391+1.1%Added
Assenagon Asset Management S.A.36,760$6.09M0.01%−178,808−82.9%Reduced
State of New Jersey Common Pension Fund D36,736$6.08M0.03%−1,847−4.8%Reduced
KLP Kapitalforvaltning AS36,500$6.04M0.03%+14,500+65.9%Added
Ibex Wealth Advisors34,643$5.74M0.76%+3,495+11.2%Added
Magnetar Financial LLC34,504$5.71M0.08%+34,504New
Caisse de Depot Et Placement du Quebec34,029$5.63M0.01%+30,238+797.6%Added
Zacks Investment Management33,536$5.55M0.05%−105−0.3%Reduced
Pilgrim Partners Asia Pte Ltd33,100$5.48M5.20%+8,600+35.1%Added
Resona Asset Management Co.,Ltd.32,882$5.44M0.03%+32,882New
Lord, Abbett & Co. LLC32,318$5.35M0.02%+32,318New
Teachers Retirement System of the State of Kentucky31,770$5.26M0.05%00.0%Unchanged
Arizona State Retirement System31,473$5.21M0.03%−96−0.3%Reduced
Louisiana State Employees Retirement System30,500$5.05M0.10%+300+1.0%Added
Danske Bank A/S30,200$5.00M0.02%+30,100+30,100.0%Added
Graham Capital Management, L.P.30,192$5.00M0.16%+2,952+10.8%Added
Atria Investments LLC30,085$4.98M0.06%−170−0.6%Reduced
Union Bancaire Privee, UBP SA31,084$4.82M0.09%+8,390+37.0%Added
AWH Capital, L.P.29,095$4.82M6.98%−7,655−20.8%Reduced
Thrivent Financial for Lutherans28,492$4.72M0.01%+2,873+11.2%Added
Andra AP-fonden28,052$4.65M0.08%+28,052New
Militia Capital Partners, LP28,000$4.64M1.88%−13,290−32.2%Reduced
Prescott Group Capital Management, L.L.C.27,919$4.62M0.67%00.0%Unchanged
Gotham Asset Management, LLC27,429$4.54M0.04%−925−3.3%Reduced