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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.

Institutional holdersQ1 2025: 746 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ1 2025: $15.7B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Webster Bank, N. A.26$4.30K0.00%00.0%Unchanged
Geneos Wealth Management Inc.26$4.30K0.00%+26New
McIlrath & Eck, LLC25$4.15K0.00%00.0%Unchanged
Hantz Financial Services, Inc.22$4.00K0.00%+22New
Valued Wealth Advisors LLC24$3.98K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC24$3.98K0.00%+3+14.3%Added
Caldwell Sutter Capital, Inc.24$3.97K0.00%−6−20.0%Reduced
Beacon Capital Management, LLC24$3.97K0.00%00.0%Unchanged
Ridgewood Investments LLC22$3.64K0.00%−32−59.3%Reduced
Bell Investment Advisors, Inc21$3.48K0.00%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC16$2.65K0.00%+16New
True Wealth Design, LLC16$2.65K0.00%+16New
First United Bank Trust16$2.65K0.00%+16New
First Command Advisory Services, Inc.14$2.32K0.00%+14New
Rakuten Securities, Inc.13$2.15K0.00%+1+8.3%Added
Capital Advisors, Ltd. LLC11$2.00K0.00%00.0%Unchanged
TD Capital Management LLC12$1.99K0.00%00.0%Unchanged
Rothschild Investment LLC12$1.99K0.00%+9+300.0%Added
Montag A & Associates Inc11$1.83K0.00%−4−26.7%Reduced
UMA Financial Services, Inc.11$1.82K0.00%−3−21.4%Reduced
Roxbury Financial LLC9$1.76K0.00%−1,046−99.1%Reduced
Painted Porch Advisors LLC10$1.66K0.00%00.0%Unchanged
Investment Counsel Co of Nevada9$1.49K0.00%00.0%Unchanged
Orion Capital Management LLC9$1.49K0.00%00.0%Unchanged
Principia Wealth Advisory, LLC8$1.37K0.00%+6+300.0%Added
Financial Management Professionals, Inc.8$1.32K0.00%00.0%Unchanged
Cromwell Holdings LLC8$1.32K0.00%+8New
Riggs Asset Managment Co. Inc.7$1.16K0.00%00.0%Unchanged
Breakwater Investment Management7$1.16K0.00%00.0%Unchanged
Lazard Asset Management LLC7$1.00K0.00%+4+133.3%Added
Prestige Wealth Management Group LLC6$9940.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.6$9940.00%00.0%Unchanged
Bare Financial Services, Inc5$8280.00%+5New
SJS Investment Consulting Inc.4$6630.00%−1−20.0%Reduced
HHM Wealth Advisors, LLC4$6630.00%00.0%Unchanged
Global Financial Private Client, LLC4$6620.00%+2+100.0%Added
Cornerstone Planning Group LLC4$6470.00%+4New
WealthTrak Capital Management LLC3$4970.00%00.0%Unchanged
MV Capital Management, Inc.2$3320.00%+2New
CBIZ Investment Advisory Services, LLC2$3310.00%+2New
TFC Financial Management1$1660.00%00.0%Unchanged
Parkworth Wealth Management, Inc.1$1660.00%00.0%Unchanged
Highline Wealth Partners LLC1$1660.00%+1New
HFM Investment Advisors, LLC1$1660.00%+1New
Ogorek Anthony Joseph6$00.00%+6New
Avion Wealth2$00.00%+2New
Proequities, Inc.0$00.00%−103−100.0%Sold out
Fullerton Fund Management Co Ltd.0$00.00%−390,882−100.0%Sold out
Swiss National Bank0$00.00%−215,400−100.0%Sold out
Trivest Advisors Ltd0$00.00%−182,080−100.0%Sold out
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV0$00.00%−125,000−100.0%Sold out
Alyeska Investment Group, L.P.0$00.00%−94,718−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−68,010−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−49,232−100.0%Sold out
Governors Lane LP0$00.00%−48,331−100.0%Sold out
Marvin & Palmer Associates Inc0$00.00%−41,211−100.0%Sold out
Weiss Asset Management LP0$00.00%−38,602−100.0%Sold out
Cooper Investors Pty Ltd0$00.00%−34,867−100.0%Sold out
Crawford Fund Management, LLC0$00.00%−25,258−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−20,000−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−19,700−100.0%Sold out
LMR Partners LLP0$00.00%−18,720−100.0%Sold out
FJ Capital Management LLC0$00.00%−16,500−100.0%Sold out
Nomura Holdings Inc0$00.00%−15,932−100.0%Sold out
PenderFund Capital Management Ltd.0$00.00%−10,038−100.0%Sold out
Symmetry Investments LP0$00.00%−13,500−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−13,054−100.0%Sold out
Donoghue Forlines LLC0$00.00%−11,817−100.0%Sold out
D.A. Davidson & Co.0$00.00%−10,902−100.0%Sold out
Aurora Investment Counsel0$00.00%−10,657−100.0%Sold out
Polymer Capital Management (HK) LTD0$00.00%−9,906−100.0%Sold out
Cinctive Capital Management LP0$00.00%−8,288−100.0%Sold out
Axq Capital, LP0$00.00%−8,190−100.0%Sold out
FourThought Financial Partners, LLC0$00.00%−7,706−100.0%Sold out
Virtus ETF Advisers LLC0$00.00%−7,622−100.0%Sold out
WealthTrust Asset Management, LLC0$00.00%−6,118−100.0%Sold out
Eschler Asset Management LLP0$00.00%−6,111−100.0%Sold out
Quantessence Capital LLC0$00.00%−6,108−100.0%Sold out
Fig Financial Advisory Services Inc0$00.00%−5,907−100.0%Sold out
Friedenthal Financial0$00.00%−4,388−100.0%Sold out
Maridea Wealth Management LLC0$00.00%−4,226−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−4,200−100.0%Sold out
Hohimer Wealth Management, LLC0$00.00%−4,025−100.0%Sold out
Farringdon Capital, Ltd.0$00.00%−3,856−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−3,659−100.0%Sold out
Versor Investments LP0$00.00%−3,371−100.0%Sold out
New Wave Wealth Advisors LLC0$00.00%−3,317−100.0%Sold out
Straightline Group LLC0$00.00%−3,217−100.0%Sold out
Boyar Asset Management Inc.0$00.00%−3,197−100.0%Sold out
Bryce Point Capital, LLC0$00.00%−2,750−100.0%Sold out
Capstone Investment Advisors, LLC0$00.00%−2,635−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−2,381−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−2,363−100.0%Sold out
Park Avenue Securities LLC0$00.00%−2,146−100.0%Sold out
Wulff, Hansen & Co.0$00.00%−2,100−100.0%Sold out
World Equity Group, Inc.0$00.00%−2,072−100.0%Sold out
Pinnacle Associates Ltd0$00.00%−1,962−100.0%Sold out
First Hawaiian Bank0$00.00%−1,741−100.0%Sold out
RSM US Wealth Management LLC0$00.00%−1,668−100.0%Sold out
JT Stratford LLC0$00.00%−1,648−100.0%Sold out