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 |
|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | 2,124 | $351.7K | 0.00% | +2,124 | New |
| Hilltop Holdings Inc. | 2,116 | $350.4K | 0.02% | −380−15.2% | Reduced |
| Hyperion Capital Advisors LP | 2,113 | $349.9K | 0.19% | −1,200−36.2% | Reduced |
| Fisher Asset Management, LLC | 2,093 | $346.7K | 0.00% | +685+48.7% | Added |
| Lifestyle Asset Management, Inc. | 2,073 | $343.3K | 0.19% | −117−5.3% | Reduced |
| ABLE Financial Group, LLC | 2,072 | $343.1K | 0.10% | +452+27.9% | Added |
| Alps Advisors Inc | 2,058 | $340.8K | 0.00% | −710−25.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,000 | $331.2K | 0.00% | −849−29.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 2,000 | $331.2K | 0.00% | −360−15.3% | Reduced |
| Investment House LLC | 2,000 | $331.2K | 0.02% | +2,000 | New |
| Matisse Capital | 2,000 | $331.2K | 0.17% | +2,000 | New |
| E Fund Management Co., Ltd. | 2,000 | $331.2K | 0.02% | +2,000 | New |
| 180 Wealth Advisors, LLC | 1,991 | $329.7K | 0.05% | +37+1.9% | Added |
| Inceptionr LLC | 1,991 | $329.7K | 0.10% | +734+58.4% | Added |
| Ritholtz Wealth Management | 1,987 | $329.1K | 0.01% | +79+4.1% | Added |
| Lido Advisors, LLC | 1,965 | $325.4K | 0.00% | −48−2.4% | Reduced |
| Integrated Advisors Network LLC | 1,951 | $323.0K | 0.02% | −1,819−48.2% | Reduced |
| Stephens Inc | 1,937 | $320.7K | 0.00% | −73−3.6% | Reduced |
| Metis Global Partners, LLC | 1,929 | $319.4K | 0.01% | +1,929 | New |
| Old National Bancorp | 1,848 | $306.0K | 0.01% | −3,127−62.9% | Reduced |
| Atria Wealth Solutions, Inc. | 1,834 | $303.7K | 0.00% | +429+30.5% | Added |
| Keybank National Association | 1,815 | $300.5K | 0.00% | −1,116−38.1% | Reduced |
| Motley Fool Asset Management LLC | 1,812 | $300.0K | 0.02% | +209+13.0% | Added |
| CenterBook Partners LP | 1,804 | $298.7K | 0.02% | +1,804 | New |
| Parallax Volatility Advisers, L.P. | 1,802 | $298.4K | 0.01% | +1,802 | New |
| Buckingham Strategic Partners | 1,794 | $297.1K | 0.00% | −135−7.0% | Reduced |
| Brady Martz Wealth Solutions, LLC | 1,791 | $296.6K | 0.07% | 00.0% | Unchanged |
| Hudson Value Partners, LLC | 1,779 | $294.6K | 0.11% | +1,779 | New |
| Leuthold Group, LLC | 1,775 | $293.9K | 0.04% | −60−3.3% | Reduced |
| Hobbs Group Advisors, LLC | 1,750 | $289.8K | 0.11% | −115−6.2% | Reduced |
| IFP Advisors, Inc | 1,745 | $289.4K | 0.01% | −461−20.9% | Reduced |
| Nemes Rush Group LLC | 1,739 | $288.0K | 0.04% | +419+31.7% | Added |
| Meyer Handelman Co | 1,700 | $281.5K | 0.01% | 00.0% | Unchanged |
| Skba Capital Management LLC | 1,696 | $280.8K | 0.04% | +461+37.3% | Added |
| Allworth Financial LP | 1,646 | $278.2K | 0.00% | +268+19.4% | Added |
| Independent Advisor Alliance | 1,669 | $276.4K | 0.01% | +192+13.0% | Added |
| Seeds Investor LLC | 1,645 | $272.4K | 0.08% | −1−0.1% | Reduced |
| Evergreen Capital Management LLC | 1,642 | $271.9K | 0.01% | −199−10.8% | Reduced |
| IHT Wealth Management, LLC | 1,620 | $268.3K | 0.01% | +178+12.3% | Added |
| Sagespring Wealth Partners, LLC | 1,609 | $266.4K | 0.01% | +46+2.9% | Added |
| Equitable Holdings, Inc. | 1,605 | $265.8K | 0.00% | +1,605 | New |
| Summit Financial, LLC | 1,585 | $262.4K | 0.01% | +131+9.0% | Added |
| Aspen Grove Capital, LLC | 1,576 | $261.0K | 0.05% | +1,576 | New |
| Sigma Planning Corp | 1,558 | $258.0K | 0.01% | −197−11.2% | Reduced |
| Coldstream Capital Management Inc | 1,554 | $257.3K | 0.01% | +119+8.3% | Added |
| Norden Group LLC | 1,540 | $254.9K | 0.03% | −13−0.8% | Reduced |
| Global Endowment Management, LP | 1,537 | $254.5K | 0.03% | −1,855−54.7% | Reduced |
| Aureus Asset Management, LLC | 1,529 | $253.2K | 0.02% | −378−19.8% | Reduced |
| Freestone Capital Holdings, LLC | 1,512 | $250.4K | 0.01% | +36+2.4% | Added |
| Baader Bank INC | 1,512 | $250.0K | 0.03% | +12+0.8% | Added |
| Forefront Wealth Partners, LLC | 1,508 | $249.7K | 0.17% | +1,508 | New |
| Advisory Services Network, LLC | 1,507 | $249.6K | 0.00% | +1,507 | New |
| Kestra Investment Management, LLC | 1,465 | $242.6K | 0.01% | +1,456+16,177.8% | Added |
| Colony Group, LLC | 1,460 | $241.8K | 0.00% | −721−33.1% | Reduced |
| Private Trust Co NA | 1,444 | $239.1K | 0.02% | +917+174.0% | Added |
| GWM Advisors LLC | 1,388 | $229.8K | 0.00% | −1,579−53.2% | Reduced |
| Nisa Investment Advisors, LLC | 1,377 | $228.0K | 0.00% | −100−6.8% | Reduced |
| EntryPoint Capital, LLC | 1,374 | $227.5K | 0.10% | −798−36.7% | Reduced |
| Harvest Investment Services, LLC | 1,374 | $227.5K | 0.06% | +1,374 | New |
| Leeward Financial Partners, LLC | 1,371 | $227.0K | 0.08% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 1,364 | $225.8K | 0.00% | −43−3.1% | Reduced |
| Midwest Professional Planners, LTD. | 1,352 | $223.9K | 0.07% | +87+6.9% | Added |
| Wedmont Private Capital | 1,297 | $222.2K | 0.01% | +16+1.2% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,339 | $221.7K | 0.10% | −20,703−93.9% | Reduced |
| Premier Path Wealth Partners, LLC | 1,335 | $221.1K | 0.03% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,330 | $220.2K | 0.02% | 00.0% | Unchanged |
| Fundamentun, LLC | 1,310 | $216.9K | 0.01% | +35+2.7% | Added |
| Petra Financial Advisors Inc | 1,306 | $216.2K | 0.18% | +1,306 | New |
| R Squared Ltd | 1,280 | $212.0K | 0.23% | +370+40.7% | Added |
| GeoWealth Management, LLC | 1,272 | $210.7K | 0.01% | −675−34.7% | Reduced |
| Cooper Financial Group | 1,269 | $210.2K | 0.03% | −539−29.8% | Reduced |
| Hamilton Wealth, LLC | 1,268 | $210.0K | 0.05% | −458−26.5% | Reduced |
| United Capital Financial Advisers, LLC | 1,261 | $208.8K | 0.00% | −15−1.2% | Reduced |
| Siemens Fonds Invest GmbH | 1,257 | $208.1K | 0.01% | +1,257 | New |
| Edmond de Rothschild Holding S.A. | 1,252 | $207.3K | 0.00% | 00.0% | Unchanged |
| PUREfi Wealth, LLC | 1,246 | $206.3K | 0.21% | +50+4.2% | Added |
| Fidelis Capital Partners, LLC | 1,200 | $203.1K | 0.02% | −15−1.2% | Reduced |
| Algert Global LLC | 1,222 | $202.4K | 0.01% | −18,170−93.7% | Reduced |
| Umb Bank N A | 1,153 | $190.9K | 0.00% | +665+136.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 1,085 | $179.4K | 0.00% | +39+3.7% | Added |
| Clearstead Advisors, LLC | 1,064 | $176.2K | 0.00% | −1,111−51.1% | Reduced |
| CWM, LLC | 1,062 | $176.0K | 0.00% | +66+6.6% | Added |
| Ossiam | 982 | $162.6K | 0.00% | −1,647−62.6% | Reduced |
| Point72 (DIFC) Ltd | 945 | $156.5K | 0.02% | +945 | New |
| Acadian Asset Management LLC | 920 | $151.0K | 0.00% | −12,852−93.3% | Reduced |
| CVA Family Office, LLC | 909 | $150.5K | 0.02% | −3−0.3% | Reduced |
| LRI Investments, LLC | 874 | $144.7K | 0.01% | −772−46.9% | Reduced |
| CIBC Private Wealth Group, LLC | 971 | $142.8K | 0.00% | −115−10.6% | Reduced |
| Signaturefd, LLC | 854 | $141.4K | 0.00% | −124−12.7% | Reduced |
| Archer Investment Corp | 850 | $140.8K | 0.04% | +850 | New |
| Park Square Financial Group, LLC | 830 | $137.5K | 0.11% | −301−26.6% | Reduced |
| Western Pacific Wealth Management, LP | 800 | $132.5K | 0.12% | −300−27.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 800 | $132.5K | 0.01% | +800 | New |
| Harvest Fund Management Co., Ltd | 790 | $131.0K | 0.01% | −4,578−85.3% | Reduced |
| Natixis | 778 | $128.1K | 0.00% | +778 | New |
| Ameliora Wealth Management Ltd. | 764 | $126.5K | 0.05% | +764 | New |
| Assetmark, Inc | 758 | $125.5K | 0.00% | −44−5.5% | Reduced |
| Principal Securities, Inc. | 708 | $125.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 739 | $122.4K | 0.01% | −46−5.9% | Reduced |
| Quent Capital, LLC | 722 | $119.5K | 0.01% | +1+0.1% | Added |