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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 618 | $107.0K | 0.00% | −416−40.2% | Reduced |
| Anchor Investment Management, LLC | 638 | $105.6K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 636 | $105.3K | 0.00% | −7,171−91.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 632 | $105.0K | 0.00% | +632 | New |
| Ostrum Asset Management | 624 | $103.3K | 0.01% | +624 | New |
| Lindbrook Capital, LLC | 622 | $103.0K | 0.01% | −7−1.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 611 | $101.2K | 0.00% | −78−11.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 592 | $98.0K | 0.03% | −294−33.2% | Reduced |
| Gen-Wealth Partners Inc | 590 | $97.7K | 0.04% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 495 | $81.0K | 0.00% | −9,110−94.8% | Reduced |
| Accent Capital Management, LLC | 480 | $79.5K | 0.05% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 476 | $78.4K | 0.00% | +476 | New |
| Kessler Investment Group, LLC | 463 | $76.7K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 453 | $75.0K | 0.00% | −58−11.4% | Reduced |
| Versant Capital Management, Inc | 444 | $73.5K | 0.01% | +266+149.4% | Added |
| Smartleaf Asset Management LLC | 428 | $70.5K | 0.01% | −52−10.8% | Reduced |
| SRS Capital Advisors, Inc. | 402 | $66.6K | 0.00% | −28−6.5% | Reduced |
| Pinnacle Financial Partners Inc | 370 | $65.4K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 394 | $65.2K | 0.02% | +1+0.3% | Added |
| Cullen/Frost Bankers, Inc. | 391 | $64.7K | 0.00% | +276+240.0% | Added |
| DT Investment Partners, LLC | 389 | $64.4K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 380 | $62.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 373 | $62.0K | 0.04% | −1−0.3% | Reduced |
| Darwin Advisors, LLC | 350 | $61.9K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 371 | $61.4K | 0.00% | +321+642.0% | Added |
| Massmutual Trust Co FSB | 364 | $60.3K | 0.00% | +20+5.8% | Added |
| Atala Financial Inc | 350 | $58.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 346 | $57.3K | 0.00% | −17−4.7% | Reduced |
| Smithfield Trust Co | 341 | $57.0K | 0.00% | +150+78.5% | Added |
| Huntington National Bank | 340 | $56.3K | 0.00% | +1+0.3% | Added |
| Quest 10 Wealth Builders, Inc. | 339 | $56.1K | 0.06% | −28−7.6% | Reduced |
| Hexagon Capital Partners LLC | 339 | $56.1K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 316 | $52.3K | 0.00% | −21−6.2% | Reduced |
| Whittier Trust Co | 316 | $52.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 306 | $50.7K | 0.01% | +26+9.3% | Added |
| Quarry LP | 299 | $49.5K | 0.01% | +248+486.3% | Added |
| North Capital, Inc. | 295 | $48.9K | 0.05% | +295 | New |
| SBI Securities Co., Ltd. | 284 | $47.0K | 0.00% | −44−13.4% | Reduced |
| Optiver Holding B.V. | 282 | $46.7K | 0.00% | +282 | New |
| Hazlett, Burt & Watson, Inc. | 275 | $45.0K | 0.02% | +275 | New |
| Compagnie Lombard Odier SCmA | 260 | $43.1K | 0.00% | +260 | New |
| Adirondack Trust Co | 250 | $41.4K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 246 | $40.7K | 0.01% | +1+0.4% | Added |
| Creative Financial Designs Inc | 236 | $39.1K | 0.00% | +1+0.4% | Added |
| Rise Advisors, LLC | 215 | $35.6K | 0.02% | −51−19.2% | Reduced |
| Fortitude Family Office, LLC | 212 | $35.1K | 0.01% | −76−26.4% | Reduced |
| ASR Vermogensbeheer N.V. | 202 | $33.4K | 0.00% | +202 | New |
| Solstein Capital, LLC | 200 | $33.1K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 200 | $33.1K | 0.00% | +200 | New |
| NVWM, LLC | 200 | $33.1K | 0.01% | +200 | New |
| Bellwether Advisors, LLC | 197 | $32.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 197 | $32.6K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 188 | $31.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 160 | $26.5K | 0.01% | +160 | New |
| N.E.W. Advisory Services LLC | 158 | $26.2K | 0.00% | +158 | New |
| MAI Capital Management | 157 | $25.9K | 0.00% | +13+9.0% | Added |
| USA Financial Portformulas Corp | 154 | $25.5K | 0.00% | −2,047−93.0% | Reduced |
| Private Wealth Asset Management, LLC | 145 | $24.0K | 0.00% | +145 | New |
| Contravisory Investment Management, Inc. | 141 | $23.3K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 116 | $20.1K | 0.00% | +58+100.0% | Added |
| Capital Analysts, LLC | 116 | $19.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 113 | $18.7K | 0.00% | +113 | New |
| Harbour Investments, Inc. | 112 | $18.5K | 0.00% | +19+20.4% | Added |
| Skopos Labs, Inc. | 107 | $17.7K | 0.00% | +87+435.0% | Added |
| West Branch Capital LLC | 105 | $17.4K | 0.01% | +105 | New |
| American National Bank | 103 | $17.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $16.6K | 0.00% | −100−50.0% | Reduced |
| Meeder Asset Management Inc | 92 | $15.2K | 0.00% | +38+70.4% | Added |
| Coastline Trust Co | 85 | $14.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 79 | $13.1K | 0.00% | +20+33.9% | Added |
| Farmers & Merchants Investments Inc | 76 | $12.6K | 0.00% | +37+94.9% | Added |
| Mather Group, LLC. | 69 | $11.4K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 68 | $11.3K | 0.01% | −13,061−99.5% | Reduced |
| First Horizon Advisors, Inc. | 66 | $10.9K | 0.00% | −1−1.5% | Reduced |
| Larson Financial Group LLC | 66 | $10.8K | 0.00% | +8+13.8% | Added |
| Quest Partners LLC | 64 | $10.6K | 0.00% | −606−90.4% | Reduced |
| Hemington Wealth Management | 59 | $9.00K | 0.00% | +41+227.8% | Added |
| CoreCap Advisors, LLC | 52 | $8.61K | 0.00% | −1−1.9% | Reduced |
| Cetera Trust Company, N.A | 50 | $8.28K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 47 | $7.70K | 0.00% | −18−27.7% | Reduced |
| ESL Trust Services, LLC | 46 | $7.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 45 | $7.45K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 43 | $7.12K | 0.00% | −18−29.5% | Reduced |
| Saudi Central Bank | 43 | $7.12K | 0.04% | +43 | New |
| Lowe Wealth Advisors, LLC | 42 | $6.96K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 42 | $6.96K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 40 | $6.62K | 0.00% | +40 | New |
| Ronald Blue Trust, Inc. | 39 | $6.46K | 0.00% | +39 | New |
| NewSquare Capital LLC | 36 | $5.96K | 0.00% | +35+3,500.0% | Added |
| Synergy Investment Management, LLC | 34 | $5.63K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 33 | $5.46K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $5.13K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $5.13K | 0.00% | +31 | New |
| Colonial Trust Co | 30 | $5.01K | 0.00% | −32−51.6% | Reduced |
| Ancora Advisors, LLC | 30 | $4.97K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $4.97K | 0.00% | +30 | New |
| Noble Wealth Management PBC | 30 | $4.97K | 0.00% | +30 | New |
| Horizon Investments, LLC | 29 | $4.80K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 28 | $4.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 28 | $4.64K | 0.00% | 00.0% | Unchanged |