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 |
|---|---|---|---|---|---|
| Resources Investment Advisors, LLC. | 27,422 | $4.54M | 0.05% | −3,091−10.1% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 27,091 | $4.49M | 0.05% | +27,091 | New |
| Virtu Financial LLC | 26,343 | $4.36M | 0.24% | +21,734+471.6% | Added |
| Steward Partners Investment Advisory, LLC | 26,093 | $4.32M | 0.04% | −199−0.8% | Reduced |
| Bank of Montreal | 26,090 | $4.32M | 0.00% | −1,464−5.3% | Reduced |
| State of Michigan Retirement System | 26,079 | $4.32M | 0.02% | +300+1.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 26,027 | $4.31M | 0.03% | +1,981+8.2% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26,496 | $4.28M | 0.04% | −36,734−58.1% | Reduced |
| XTX Topco Ltd | 25,703 | $4.26M | 0.22% | +8,608+50.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 25,400 | $4.21M | 0.05% | +25,400 | New |
| TD Asset Management Inc | 25,350 | $4.20M | 0.00% | +6,601+35.2% | Added |
| Wealthfront Advisers LLC | 25,303 | $4.19M | 0.01% | +2,724+12.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 24,209 | $4.01M | 0.06% | +110.0% | Added |
| South Dakota Investment Council | 24,178 | $4.00M | 0.08% | +24,178 | New |
| CWA Asset Management Group, LLC | 24,012 | $3.98M | 0.19% | −2,537−9.6% | Reduced |
| EULAV Asset Management | 24,000 | $3.97M | 0.10% | −1,000−4.0% | Reduced |
| Natixis Advisors, L.P. | 23,532 | $3.90M | 0.01% | +2,329+11.0% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 23,400 | $3.87M | 0.02% | +23,400 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 23,302 | $3.86M | 0.01% | −5,687−19.6% | Reduced |
| Wolverine Trading, LLC | 23,384 | $3.85M | 0.12% | +23,384 | New |
| Pinebridge Investments, L.P. | 22,626 | $3.75M | 0.03% | −21,984−49.3% | Reduced |
| IFM Investors Pty Ltd | 22,389 | $3.71M | 0.04% | +22,389 | New |
| New Age Alpha Advisors, LLC | 22,285 | $3.69M | 0.17% | −39,343−63.8% | Reduced |
| New Mexico Educational Retirement Board | 22,228 | $3.68M | 0.13% | 00.0% | Unchanged |
| Man Group plc | 22,221 | $3.68M | 0.01% | −9,421−29.8% | Reduced |
| Oregon Public Employees Retirement Fund | 22,075 | $3.66M | 0.07% | −75−0.3% | Reduced |
| SG Americas Securities, LLC | 21,862 | $3.62M | 0.01% | +16,802+332.1% | Added |
| Himension Fund | 21,563 | $3.57M | 0.30% | +21,563 | New |
| D. E. Shaw & Co., Inc. | 21,480 | $3.56M | 0.00% | −77,627−78.3% | Reduced |
| Ameritas Investment Partners, Inc. | 21,423 | $3.55M | 0.12% | −385−1.8% | Reduced |
| British Columbia Investment Management Corp | 20,822 | $3.45M | 0.02% | +20,822 | New |
| Commonwealth Equity Services, LLC | 20,556 | $3.40M | 0.00% | +3,548+20.9% | Added |
| Left Brain Wealth Management, LLC | 20,344 | $3.37M | 1.47% | +18,811+1,227.1% | Added |
| USS Investment Management Ltd | 20,161 | $3.34M | 0.03% | +76+0.4% | Added |
| Capital Fund Management S.A. | 20,064 | $3.32M | 0.04% | −14,432−41.8% | Reduced |
| Sanctuary Advisors, LLC | 20,001 | $3.31M | 0.02% | −1,279−6.0% | Reduced |
| Estate Counselors, LLC | 19,864 | $3.29M | 0.34% | +19,864 | New |
| Kennondale Capital Management LLC | 19,419 | $3.22M | 3.51% | −6,735−25.8% | Reduced |
| DnB Asset Management AS | 19,354 | $3.20M | 0.01% | +17,938+1,266.8% | Added |
| Nordea Investment Management AB | 19,657 | $3.20M | 0.00% | +3,065+18.5% | Added |
| TCW Group Inc | 19,030 | $3.15M | 0.03% | −5,866−23.6% | Reduced |
| Epacria Capital Partners, LLC | 19,000 | $3.15M | 2.56% | −3,500−15.6% | Reduced |
| WBI Investments | 19,000 | $3.15M | 0.83% | −12,409−39.5% | Reduced |
| TD Private Client Wealth LLC | 18,917 | $3.13M | 0.09% | −36−0.2% | Reduced |
| Stanley-Laman Group, Ltd. | 18,859 | $3.12M | 0.48% | −3,614−16.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18,594 | $3.08M | 0.00% | +8,153+78.1% | Added |
| Xponance, Inc. | 18,225 | $3.02M | 0.03% | +5,494+43.2% | Added |
| Federation des caisses Desjardins du Quebec | 17,923 | $2.97M | 0.01% | −2,627−12.8% | Reduced |
| Illumine Investment Management, LLC | 17,803 | $2.95M | 2.41% | −782−4.2% | Reduced |
| Utah Retirement Systems | 17,509 | $2.90M | 0.03% | +11,809+207.2% | Added |
| Munro Partners | 17,380 | $2.88M | 0.14% | +8,180+88.9% | Added |
| Uncommon Cents Investing LLC | 17,120 | $2.83M | 0.83% | 00.0% | Unchanged |
| Toronto Dominion Bank | 17,109 | $2.83M | 0.01% | +16,533+2,870.3% | Added |
| Point72 Europe (London) LLP | 16,600 | $2.75M | 0.19% | +16,600 | New |
| US Bancorp | 16,418 | $2.72M | 0.00% | −1,726−9.5% | Reduced |
| Dynamic Technology Lab Private Ltd | 15,989 | $2.65M | 0.38% | +11,688+271.8% | Added |
| Teacher Retirement System of Texas | 15,916 | $2.64M | 0.01% | −15,754−49.7% | Reduced |
| Toroso Investments, LLC | 15,691 | $2.60M | 0.02% | +1,736+12.4% | Added |
| S&CO Inc | 15,530 | $2.57M | 0.17% | −345−2.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 15,419 | $2.55M | 0.03% | 00.0% | Unchanged |
| Jain Global LLC | 15,279 | $2.53M | 0.05% | −30,948−66.9% | Reduced |
| Sumitomo Life Insurance Co | 15,215 | $2.52M | 0.09% | −57−0.4% | Reduced |
| Bank of Nova Scotia | 15,198 | $2.52M | 0.01% | +1,806+13.5% | Added |
| Walleye Capital LLC | 15,149 | $2.51M | 0.03% | −22,327−59.6% | Reduced |
| CI Private Wealth, LLC | 15,008 | $2.49M | 0.00% | +6,208+70.5% | Added |
| Freedom Day Solutions, LLC | 14,654 | $2.43M | 0.74% | −430−2.9% | Reduced |
| Fiduciary Family Office, LLC | 14,533 | $2.41M | 0.80% | +14,533 | New |
| Insight Wealth Strategies, LLC | 14,479 | $2.40M | 0.32% | −623−4.1% | Reduced |
| Massachusetts Financial Services Co | 14,451 | $2.39M | 0.00% | +7,550+109.4% | Added |
| Nebula Research & Development LLC | 14,021 | $2.32M | 0.21% | +14,021 | New |
| CIBC World Markets Inc. | 13,875 | $2.30M | 0.01% | +11,132+405.8% | Added |
| JustInvest LLC | 13,833 | $2.29M | 0.03% | +816+6.3% | Added |
| Walleye Trading LLC | 13,726 | $2.27M | 0.06% | +2,154+18.6% | Added |
| AQR Capital Management LLC | 13,704 | $2.27M | 0.00% | +2,713+24.7% | Added |
| Pathstone Holdings, LLC | 13,672 | $2.26M | 0.01% | +1,793+15.1% | Added |
| Advisor Group Holdings, Inc. | 13,664 | $2.26M | 0.01% | +3,043+28.7% | Added |
| Exchange Traded Concepts, LLC | 13,624 | $2.26M | 0.04% | −5,439−28.5% | Reduced |
| Edgestream Partners, L.P. | 13,263 | $2.20M | 0.07% | −42,501−76.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 13,174 | $2.18M | 0.02% | +2,007+18.0% | Added |
| Nissay Asset Management Corp | 13,054 | $2.16M | 0.01% | +13,054 | New |
| Twinbeech Capital LP | 13,050 | $2.16M | 0.04% | +11,186+600.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 12,885 | $2.12M | 0.02% | +1,643+14.6% | Added |
| State of Alaska, Department of Revenue | 12,756 | $2.11M | 0.02% | +340+2.7% | Added |
| Sciencast Management LP | 12,631 | $2.09M | 0.48% | +12,631 | New |
| Brevan Howard Capital Management LP | 12,408 | $2.05M | 0.06% | −55,209−81.6% | Reduced |
| Scientech Research LLC | 12,399 | $2.05M | 0.54% | +2,564+26.1% | Added |
| Blackhawk Capital Partners LLC. | 12,308 | $2.04M | 1.05% | +2,705+28.2% | Added |
| Lecap Asset Management Ltd | 12,179 | $2.02M | 0.47% | +8,154+202.6% | Added |
| Prudential Financial Inc | 12,161 | $2.01M | 0.00% | +4,131+51.4% | Added |
| Franklin Resources Inc | 11,748 | $1.95M | 0.00% | +3,192+37.3% | Added |
| Elo Mutual Pension Insurance Co | 11,261 | $1.86M | 0.04% | +11,261 | New |
| Centiva Capital, LP | 11,201 | $1.85M | 0.11% | −1,807−13.9% | Reduced |
| Capula Management Ltd | 11,100 | $1.84M | 0.01% | +11,100 | New |
| Chase Investment Counsel Corp | 11,000 | $1.82M | 0.67% | 00.0% | Unchanged |
| LRT Capital Management, LLC | 10,935 | $1.81M | 1.24% | −2,293−17.3% | Reduced |
| Cubist Systematic Strategies, LLC | 10,882 | $1.80M | 0.02% | +10,882 | New |
| OP Asset Management Ltd | 10,795 | $1.79M | 0.03% | +10,795 | New |
| Public Employees Retirement Association of Colorado | 10,765 | $1.78M | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 10,310 | $1.71M | 0.08% | −2,233−17.8% | Reduced |
| Aspire Private Capital, LLC | 10,305 | $1.71M | 0.42% | −3,263−24.0% | Reduced |