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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 10,215 | $1.69M | 0.01% | +868+9.3% | Added |
| Gator Capital Management, LLC | 10,200 | $1.69M | 0.65% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 10,123 | $1.68M | 0.06% | +1,660+19.6% | Added |
| Ethic Inc. | 9,682 | $1.68M | 0.03% | +1,006+11.6% | Added |
| Creative Planning | 10,108 | $1.67M | 0.00% | +161+1.6% | Added |
| Pacer Advisors, Inc. | 10,097 | $1.67M | 0.00% | −18,898−65.2% | Reduced |
| Janus Henderson Group PLC | 10,099 | $1.66M | 0.00% | −44,716−81.6% | Reduced |
| Vontobel Holding Ltd. | 9,990 | $1.65M | 0.01% | +4,853+94.5% | Added |
| Quadrature Capital Ltd | 9,884 | $1.64M | 0.04% | −10,446−51.4% | Reduced |
| Vident Advisory, LLC | 9,728 | $1.61M | 0.02% | +5,987+160.0% | Added |
| Prime Capital Investment Advisors, LLC | 9,670 | $1.60M | 0.02% | +3,254+50.7% | Added |
| Vestcor Inc | 9,570 | $1.58M | 0.05% | −3,015−24.0% | Reduced |
| Headlands Technologies LLC | 9,363 | $1.55M | 0.18% | +9,363 | New |
| Steel Peak Wealth Management LLC | 9,297 | $1.54M | 0.07% | +5,196+126.7% | Added |
| Mission Wealth Management, LP | 9,224 | $1.53M | 0.04% | −2,068−18.3% | Reduced |
| Illinois Municipal Retirement Fund | 9,172 | $1.52M | 0.02% | +1,894+26.0% | Added |
| Connective Capital Management, LLC | 9,129 | $1.51M | 1.39% | −281−3.0% | Reduced |
| Daiwa Securities Group Inc. | 9,100 | $1.51M | 0.01% | +9,100 | New |
| STRS Ohio | 9,016 | $1.49M | 0.01% | +9,016 | New |
| Mariner, LLC | 9,006 | $1.49M | 0.00% | +2,580+40.1% | Added |
| Silver Oak Securities, Inc | 9,036 | $1.49M | 0.14% | +129+1.4% | Added |
| Gardner Lewis Asset Management L P | 8,970 | $1.49M | 0.36% | +8,970 | New |
| CBOE Vest Financial, LLC | 8,809 | $1.46M | 0.02% | +8,809 | New |
| Envestnet Portfolio Solutions, Inc. | 8,698 | $1.44M | 0.01% | −2,975−25.5% | Reduced |
| Cim, LLC | 8,634 | $1.43M | 0.21% | +28+0.3% | Added |
| National Bank of Canada | 8,631 | $1.43M | 0.00% | −52,061−85.8% | Reduced |
| The PNC Financial Services Group, Inc. | 8,597 | $1.42M | 0.00% | −920−9.7% | Reduced |
| Crossmark Global Holdings, Inc. | 8,512 | $1.41M | 0.02% | +70+0.8% | Added |
| Dark Forest Capital Management LP | 8,462 | $1.40M | 0.06% | +2,957+53.7% | Added |
| Caxton Associates LLP | 8,358 | $1.38M | 0.05% | +8,358 | New |
| Securian Asset Management, Inc | 8,331 | $1.38M | 0.04% | +100+1.2% | Added |
| Investment Management Corp of Ontario | 8,185 | $1.36M | 0.03% | +8,185 | New |
| Virtue Capital Management, LLC | 8,193 | $1.35M | 0.16% | +1,331+19.4% | Added |
| Captrust Financial Advisors | 8,163 | $1.35M | 0.00% | +1,836+29.0% | Added |
| Jefferies Financial Group Inc. | 8,076 | $1.34M | 0.02% | −5,781−41.7% | Reduced |
| Susquehanna Fundamental Investments, LLC | 8,075 | $1.34M | 0.02% | −128,637−94.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,027 | $1.33M | 0.37% | −1,471−15.5% | Reduced |
| Prudential PLC | 8,013 | $1.33M | 0.01% | +2,583+47.6% | Added |
| Bessemer Group Inc | 7,980 | $1.32M | 0.00% | −16,858−67.9% | Reduced |
| Candriam Luxembourg S.C.A. | 7,884 | $1.31M | 0.01% | +7,884 | New |
| Sig Brokerage, LP | 7,876 | $1.30M | 0.38% | +7,876 | New |
| Inspire Advisors, LLC | 7,741 | $1.28M | 0.15% | −2,401−23.7% | Reduced |
| Evelyn Partners Investment Management LLP | 30,624 | $1.27M | 0.04% | +4,822+18.7% | Added |
| Davenport & Co LLC | 7,537 | $1.25M | 0.01% | +1,681+28.7% | Added |
| M&T Bank Corp | 7,510 | $1.24M | 0.00% | −4,880−39.4% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 7,478 | $1.24M | 0.58% | −218−2.8% | Reduced |
| AE Wealth Management LLC | 7,314 | $1.21M | 0.01% | −218−2.9% | Reduced |
| Kentucky Retirement Systems | 7,205 | $1.19M | 0.04% | +7,205 | New |
| Independent Solutions Wealth Management, LLC | 7,188 | $1.19M | 0.27% | −6,219−46.4% | Reduced |
| Prelude Capital Management, LLC | 7,107 | $1.18M | 0.12% | +7,107 | New |
| Mercer Global Advisors Inc | 7,097 | $1.18M | 0.00% | +1,914+36.9% | Added |
| Kestra Advisory Services, LLC | 7,064 | $1.17M | 0.01% | +1,670+31.0% | Added |
| Mystic Asset Management, Inc. | 7,050 | $1.17M | 0.31% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 7,050 | $1.17M | 0.03% | +7,050 | New |
| United Services Automobile Association | 7,084 | $1.17M | 0.04% | +7,084 | New |
| Campbell & CO Investment Adviser LLC | 6,924 | $1.15M | 0.09% | −9,576−58.0% | Reduced |
| Quadrant Capital Group LLC | 6,917 | $1.15M | 0.04% | +4,078+143.6% | Added |
| Thompson Siegel & Walmsley LLC | 6,900 | $1.14M | 0.02% | +2,400+53.3% | Added |
| Fragasso Group Inc. | 6,858 | $1.14M | 0.08% | +6,858 | New |
| TownSquare Capital, LLC | 6,843 | $1.13M | 0.01% | +1,625+31.1% | Added |
| Virtus Investment Advisers, Inc. | 6,836 | $1.13M | 0.31% | +6,836 | New |
| Quantinno Capital Management LP | 6,835 | $1.13M | 0.01% | +3,244+90.3% | Added |
| Central Trust Co | 6,822 | $1.13M | 0.03% | +841+14.1% | Added |
| Bokf, NA | 6,792 | $1.12M | 0.02% | +6,792 | New |
| Caldwell Investment Management Ltd. | 6,800 | $1.11M | 0.83% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 6,512 | $1.08M | 0.07% | +1,394+27.2% | Added |
| Main Management ETF Advisors, LLC | 6,489 | $1.07M | 0.07% | +81+1.3% | Added |
| Heartland Advisors Inc | 6,488 | $1.07M | 0.06% | −4,623−41.6% | Reduced |
| Aviso Financial Inc. | 6,473 | $1.07M | 0.05% | −1,840−22.1% | Reduced |
| Caas Capital Management LP | 6,471 | $1.07M | 0.51% | +6,471 | New |
| Winton Group Ltd | 6,468 | $1.07M | 0.07% | +6,468 | New |
| Swiss Life Asset Management Ltd | 6,450 | $1.07M | 0.01% | +4,869+308.0% | Added |
| Eagle Strategies LLC | 6,434 | $1.07M | 0.19% | +6,434 | New |
| Everence Capital Management Inc | 6,380 | $1.06M | 0.07% | +6,380 | New |
| AG2R la Mondiale Gestion D'Actifs | 5,023 | $1.05M | 0.06% | +5,023 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 6,288 | $1.04M | 0.02% | +6,288 | New |
| LVW Advisors, LLC | 6,255 | $1.04M | 0.12% | −377−5.7% | Reduced |
| Concurrent Investment Advisors, LLC | 6,236 | $1.03M | 0.03% | +4,050+185.3% | Added |
| Avantax Advisory Services, Inc. | 6,165 | $1.02M | 0.01% | +584+10.5% | Added |
| Arkadios Wealth Advisors | 6,131 | $1.02M | 0.04% | −38−0.6% | Reduced |
| Quantitative Investment Management, LLC | 6,112 | $1.01M | 0.09% | +6,112 | New |
| Aigen Investment Management, LP | 6,076 | $1.01M | 0.16% | +3,630+148.4% | Added |
| Western Financial Corp | 6,002 | $993.9K | 0.58% | +6,002 | New |
| Gsa Capital Partners LLP | 5,914 | $979.0K | 0.09% | +825+16.2% | Added |
| DekaBank Deutsche Girozentrale | 6,043 | $975.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 5,868 | $971.7K | 0.02% | −388−6.2% | Reduced |
| QRG Capital Management, Inc. | 5,857 | $969.9K | 0.01% | +208+3.7% | Added |
| Atomi Financial Group, Inc. | 5,784 | $957.8K | 0.04% | +62+1.1% | Added |
| Allstate Corp | 5,676 | $939.9K | 0.03% | +5,676 | New |
| Guggenheim Capital LLC | 5,646 | $934.9K | 0.01% | +147+2.7% | Added |
| AXA S.A. | 5,619 | $930.5K | 0.00% | +5,619 | New |
| Cresset Asset Management, LLC | 5,590 | $925.6K | 0.00% | +667+13.5% | Added |
| Brinker Capital Investments, LLC | 5,582 | $924.3K | 0.01% | +4,214+308.0% | Added |
| Orion Portfolio Solutions, LLC | 5,582 | $924.3K | 0.01% | +4,214+308.0% | Added |
| Simplex Trading, LLC | 5,566 | $921.0K | 0.03% | +5,566 | New |
| Owls Nest Partners IA, LLC | 5,500 | $910.7K | 0.22% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,429 | $899.0K | 0.03% | −391−6.7% | Reduced |
| Oppenheimer & Co Inc | 5,405 | $895.0K | 0.01% | +3,895+257.9% | Added |
| Advisors Asset Management, Inc. | 5,281 | $874.5K | 0.02% | +608+13.0% | Added |
| Royal London Asset Management Ltd | 5,275 | $873.5K | 0.00% | +5,275 | New |