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 |
|---|---|---|---|---|---|
| Impact Capital Partners LLC | 5,260 | $871.0K | 0.32% | −30−0.6% | Reduced |
| MBM Wealth Consultants, LLC | 5,217 | $863.7K | 0.26% | −44−0.8% | Reduced |
| Formidable Asset Management, LLC | 5,148 | $852.5K | 0.14% | +379+7.9% | Added |
| Bridgefront Capital, LLC | 5,101 | $844.7K | 0.24% | −206−3.9% | Reduced |
| Baird Financial Group, Inc. | 5,100 | $844.5K | 0.00% | −1,912−27.3% | Reduced |
| Entropy Technologies, LP | 5,091 | $843.0K | 0.08% | −3,997−44.0% | Reduced |
| Raiffeisen Bank International AG | 5,116 | $842.7K | 0.01% | +1,700+49.8% | Added |
| Gamco Investors, Inc. Et Al | 5,030 | $832.9K | 0.01% | −20−0.4% | Reduced |
| Altshuler Shaham Ltd | 5,000 | $828.0K | 0.02% | +5,000 | New |
| Williamson Legacy Group, LLC | 4,962 | $821.7K | 0.78% | +3,193+180.5% | Added |
| CIBC World Markets Corp | 4,954 | $820.3K | 0.01% | +4,954 | New |
| Maryland State Retirement & Pension System | 4,933 | $816.9K | 0.02% | −702−12.5% | Reduced |
| Pullen Investment Management, LLC | 4,898 | $811.1K | 0.51% | −299−5.8% | Reduced |
| Gulf International Bank (UK) Ltd | 4,843 | $801.0K | 0.03% | +4,843 | New |
| Private Advisor Group, LLC | 4,762 | $788.5K | 0.00% | +3,038+176.2% | Added |
| Spire Wealth Management | 4,761 | $788.3K | 0.03% | +2,026+74.1% | Added |
| Everpar Advisors LLC | 4,697 | $777.8K | 0.41% | −598−11.3% | Reduced |
| ProShare Advisors LLC | 4,639 | $768.2K | 0.00% | −455−8.9% | Reduced |
| Panagora Asset Management Inc | 4,615 | $764.2K | 0.00% | +515+12.6% | Added |
| Mackenzie Financial Corp | 4,605 | $762.5K | 0.00% | −343−6.9% | Reduced |
| Lebenthal Global Advisors, LLC | 4,604 | $762.4K | 0.14% | −2,583−35.9% | Reduced |
| Advisor OS, LLC | 4,539 | $751.7K | 0.09% | −515−10.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 4,516 | $747.0K | 0.00% | +4,516 | New |
| Mainstream Capital Management LLC | 4,301 | $712.2K | 0.56% | +4,301 | New |
| National Asset Management, Inc. | 4,139 | $685.4K | 0.02% | +1,150+38.5% | Added |
| Shelton Capital Management | 4,111 | $680.7K | 0.02% | −197−4.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 4,103 | $679.4K | 0.03% | +1,446+54.4% | Added |
| Delta Investment Management, LLC | 4,085 | $676.5K | 0.14% | +261+6.8% | Added |
| Venturi Wealth Management, LLC | 4,079 | $675.4K | 0.04% | −418−9.3% | Reduced |
| Heritage Family Offices, LLP | 3,948 | $653.7K | 0.33% | +881+28.7% | Added |
| Leonteq Securities AG | 3,904 | $646.5K | 0.05% | +1,375+54.4% | Added |
| Bayforest Capital Ltd | 3,873 | $641.3K | 0.28% | +971+33.5% | Added |
| Strategic Investment Advisors | 3,785 | $626.8K | 0.07% | −2,398−38.8% | Reduced |
| Richard P Slaughter Associates Inc | 3,774 | $624.9K | 0.15% | −4,800−56.0% | Reduced |
| Harfst & Associates, Inc. | 3,667 | $607.2K | 0.14% | +3,667 | New |
| Fifth Third Wealth Advisors LLC | 3,644 | $603.4K | 0.03% | +41+1.1% | Added |
| HighPoint Advisor Group LLC | 3,485 | $598.7K | 0.03% | −103−2.9% | Reduced |
| Brown Advisory Inc | 3,554 | $588.5K | 0.00% | −2−0.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 3,538 | $585.8K | 0.43% | −29−0.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 3,522 | $583.2K | 0.43% | +3,321+1,652.2% | Added |
| Maven Securities LTD | 3,500 | $579.6K | 0.13% | +300+9.4% | Added |
| 111 Capital | 3,461 | $573.1K | 0.11% | +2,210+176.7% | Added |
| Severin Investments, LLC | 3,433 | $568.5K | 0.57% | −155−4.3% | Reduced |
| Northwest & Ethical Investments L.P. | 3,437 | $568.3K | 0.02% | +3,437 | New |
| CIBC Asset Management Inc | 3,425 | $567.1K | 0.00% | +89+2.7% | Added |
| Griffin Asset Management, Inc. | 3,400 | $563.0K | 0.07% | −80−2.3% | Reduced |
| Navellier & Associates Inc | 3,129 | $561.8K | 0.08% | −1,050−25.1% | Reduced |
| NBC Securities, Inc. | 3,368 | $557.0K | 0.05% | +3,364+84,100.0% | Added |
| Financial Strategies Group, Inc. | 3,173 | $550.2K | 0.13% | +599+23.3% | Added |
| PFG Investments, LLC | 3,312 | $548.4K | 0.04% | +300+10.0% | Added |
| Pinnacle Wealth Management, LLC | 3,287 | $544.3K | 0.61% | +3,287 | New |
| New England Research & Management, Inc. | 3,250 | $538.0K | 0.27% | +3,250 | New |
| Cross Staff Investments Inc | 3,150 | $521.6K | 0.39% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 3,149 | $521.4K | 0.04% | +3,149 | New |
| Cambridge Investment Research Advisors, Inc. | 3,134 | $519.0K | 0.00% | +62+2.0% | Added |
| Yorktown Management & Research Co Inc | 3,100 | $513.3K | 0.56% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 3,109 | $512.0K | 0.00% | +1,421+84.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 3,069 | $508.2K | 0.04% | +3,069 | New |
| Raleigh Capital Management Inc. | 3,048 | $504.7K | 0.23% | −1,472−32.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 3,012 | $498.8K | 0.16% | +127+4.4% | Added |
| Rakuten Investment Management, Inc. | 3,004 | $494.8K | 0.00% | +3,004 | New |
| CAPROCK Group, Inc. | 2,973 | $492.3K | 0.02% | +2+0.1% | Added |
| Studio Investment Management LLC | 2,908 | $481.5K | 0.10% | −315−9.8% | Reduced |
| Benjamin Edwards Inc | 2,902 | $480.6K | 0.01% | +10+0.3% | Added |
| EverSource Wealth Advisors, LLC | 2,888 | $478.2K | 0.03% | +34+1.2% | Added |
| Revisor Wealth Management LLC | 2,748 | $455.0K | 0.20% | +686+33.3% | Added |
| Shell Asset Management Co | 2,718 | $450.0K | 0.02% | +2,718 | New |
| Florida Financial Advisors, LLC | 2,679 | $444.4K | 0.18% | +2,679 | New |
| Fulton Bank, N.A. | 2,675 | $443.0K | 0.02% | −644−19.4% | Reduced |
| Profund Advisors LLC | 2,661 | $440.6K | 0.02% | −38−1.4% | Reduced |
| Rafferty Asset Management, LLC | 2,579 | $427.1K | 0.00% | −855−24.9% | Reduced |
| Fayez Sarofim & Co | 2,568 | $425.2K | 0.00% | −325−11.2% | Reduced |
| Flagship Harbor Advisors, LLC | 2,567 | $425.1K | 0.02% | +450+21.3% | Added |
| GAMMA Investing LLC | 2,560 | $423.9K | 0.03% | +660+34.7% | Added |
| Private Advisory Group LLC | 2,557 | $423.5K | 0.05% | −3,615−58.6% | Reduced |
| Crewe Advisors LLC | 2,548 | $421.9K | 0.06% | 00.0% | Unchanged |
| First Citizens Bank & Trust Co | 2,544 | $421.3K | 0.01% | +154+6.4% | Added |
| Oak Thistle LLC | 2,537 | $420.1K | 0.08% | +2,537 | New |
| Thrive Wealth Management, LLC | 2,528 | $418.6K | 0.08% | +305+13.7% | Added |
| Wealth Alliance | 2,525 | $418.2K | 0.05% | −335−11.7% | Reduced |
| Synergy Financial Group, LTD | 2,510 | $415.6K | 0.37% | −178−6.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 2,487 | $411.8K | 0.00% | +2,487 | New |
| Joel Isaacson & Co., LLC | 2,480 | $410.7K | 0.02% | +79+3.3% | Added |
| Eqis Capital Management, Inc. | 2,423 | $401.1K | 0.03% | −355−12.8% | Reduced |
| Richard W. Paul & Associates, LLC | 2,402 | $397.8K | 0.16% | −1,192−33.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 2,382 | $394.4K | 0.02% | −134−5.3% | Reduced |
| Axxcess Wealth Management, LLC | 2,283 | $378.1K | 0.01% | −175−7.1% | Reduced |
| Independent Financial Group, LLC | 2,273 | $376.4K | 0.01% | +1,035+83.6% | Added |
| Park Capital Management, LLC | 2,223 | $368.1K | 0.43% | +46+2.1% | Added |
| HB Wealth Management, LLC | 2,220 | $367.6K | 0.00% | +339+18.0% | Added |
| Putney Financial Group LLC | 2,207 | $365.5K | 0.38% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 2,206 | $365.3K | 0.01% | +2,206 | New |
| Koshinski Asset Management, Inc. | 2,205 | $365.1K | 0.03% | −47−2.1% | Reduced |
| ArrowMark Colorado Holdings LLC | 2,200 | $364.3K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 2,200 | $364.3K | 0.00% | +2,200 | New |
| Fiduciary Trust Co | 2,198 | $364.0K | 0.00% | +633+40.4% | Added |
| Malaga Cove Capital, LLC | 2,197 | $363.8K | 0.16% | +997+83.1% | Added |
| Clark Financial Services Group Inc | 2,170 | $359.3K | 0.25% | +576+36.1% | Added |
| KG&L Capital Management,LLC | 2,155 | $356.8K | 0.12% | −270−11.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 2,148 | $355.7K | 0.01% | +209+10.8% | Added |