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 3 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, Q2 2025
Institutional positions in Interactive Brokers Group, Inc. as of Jun 30, 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
- 802
- +65 vs. Q1 2025
- Shares held
- 377.8M
- −1.40M (−0.4%) vs. Q1 2025Converted for a 4-for-1 split
- Total value
- $20.9B
- +$5.23B (+33.3%) vs. Q1 2025
- New holders
- 146
- 257 more added
- Sold out
- 81
- 274 more reduced
9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 41,810,406 | $2.32B | 0.04% | +404,322+1.0% | AddedConverted for a 4-for-1 split |
| BlackRock, Inc. | 40,236,728 | $2.23B | 0.04% | −1,415,296−3.4% | ReducedConverted for a 4-for-1 split |
| State Street Corp | 15,131,029 | $838.4M | 0.03% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Cantillon Capital Management LLC | 12,803,631 | $709.4M | 4.10% | −371,673−2.8% | ReducedConverted for a 4-for-1 split |
| Kayne Anderson Rudnick Investment Management LLC | 12,490,101 | $692.1M | 1.65% | −193,015−1.5% | ReducedConverted for a 4-for-1 split |
| Greenwich Wealth Management LLC | 10,864,532 | $602.0M | 29.22% | 00.0% | UnchangedConverted for a 4-for-1 split |
| JPMorgan Chase & Co | 10,148,398 | $562.3M | 0.04% | −2,238,466−18.1% | ReducedConverted for a 4-for-1 split |
| Orbis Allan Gray Ltd | 9,740,072 | $539.7M | 2.62% | −4,233,356−30.3% | ReducedConverted for a 4-for-1 split |
| Wellington Management Group LLP | 9,270,551 | $513.7M | 0.09% | +5,335,927+135.6% | AddedConverted for a 4-for-1 split |
| Egerton Capital (UK) LLP | 8,056,844 | $446.4M | 4.58% | +720,968+9.8% | AddedConverted for a 4-for-1 split |
| Bank of America Corp | 7,594,906 | $420.8M | 0.03% | −1,735,026−18.6% | ReducedConverted for a 4-for-1 split |
| Geode Capital Management, LLC | 6,682,629 | $371.4M | 0.03% | −2,505,479−27.3% | ReducedConverted for a 4-for-1 split |
| FMR LLC | 6,675,587 | $369.9M | 0.02% | +1,662,183+33.2% | AddedConverted for a 4-for-1 split |
| American Century Companies Inc | 5,602,511 | $310.4M | 0.17% | −133,413−2.3% | ReducedConverted for a 4-for-1 split |
| Invesco Ltd. | 5,444,152 | $301.7M | 0.05% | +983,296+22.0% | AddedConverted for a 4-for-1 split |
| Marshall Wace, LLP | 5,415,370 | $300.1M | 0.36% | +635,742+13.3% | AddedConverted for a 4-for-1 split |
| Jacobs Levy Equity Management, Inc | 5,396,930 | $299.0M | 1.17% | +476,102+9.7% | AddedConverted for a 4-for-1 split |
| Norges Bank | 5,138,107 | $284.7M | 0.04% | −393,125−7.1% | ReducedConverted for a 4-for-1 split |
| Neuberger Berman Group LLC | 4,875,777 | $269.4M | 0.21% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Morgan Stanley | 4,623,068 | $256.2M | 0.02% | +162,480+3.6% | AddedConverted for a 4-for-1 split |
| Waverton Investment Management Ltd | 4,441,243 | $246.1M | 3.39% | +3,651,079+462.1% | AddedConverted for a 4-for-1 split |
| Jarislowsky, Fraser Ltd | 4,216,701 | $233.6M | 1.33% | −57,987−1.4% | ReducedConverted for a 4-for-1 split |
| Bamco Inc | 4,198,424 | $232.6M | 0.63% | +542,556+14.8% | AddedConverted for a 4-for-1 split |
| Royal Bank of Canada | 4,190,258 | $232.2M | 0.05% | +1,760,186+72.4% | AddedConverted for a 4-for-1 split |
| Northern Trust Corp | 3,687,831 | $204.3M | 0.03% | −123,257−3.2% | ReducedConverted for a 4-for-1 split |
| Wells Fargo & Company | 3,427,977 | $189.9M | 0.04% | −51,095−1.5% | ReducedConverted for a 4-for-1 split |
| Two Sigma Advisers, LP | 3,378,900 | $187.2M | 0.38% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Charles Schwab Investment Management Inc | 3,311,299 | $183.5M | 0.03% | −26,253−0.8% | ReducedConverted for a 4-for-1 split |
| Bank of New York Mellon Corp | 3,233,651 | $179.2M | 0.03% | −307,733−8.7% | ReducedConverted for a 4-for-1 split |
| Two Sigma Investments, LP | 3,022,728 | $167.5M | 0.30% | +335,324+12.5% | AddedConverted for a 4-for-1 split |
| Bares Capital Management, Inc. | 3,011,100 | $166.8M | 16.20% | −367,048−10.9% | ReducedConverted for a 4-for-1 split |
| Bronte Capital Management Pty Ltd. | 2,404,649 | $150.1M | 11.79% | +298,313+14.2% | AddedConverted for a 4-for-1 split |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,233,727 | $123.8M | 2.12% | +1,441,099+181.8% | AddedConverted for a 4-for-1 split |
| Progeny 3, Inc. | 2,126,460 | $117.8M | 6.61% | +830,400+64.1% | AddedConverted for a 4-for-1 split |
| Agf Management Ltd | 2,064,368 | $114.4M | 0.52% | −169,140−7.6% | ReducedConverted for a 4-for-1 split |
| Raymond James Financial Inc | 2,060,404 | $114.2M | 0.04% | −320,796−13.5% | ReducedConverted for a 4-for-1 split |
| Ensign Peak Advisors, Inc | 2,059,466 | $114.1M | 0.20% | +61,066+3.1% | AddedConverted for a 4-for-1 split |
| UBS Asset Management Americas Inc | 2,021,143 | $112.0M | 0.02% | +321,263+18.9% | AddedConverted for a 4-for-1 split |
| UBS Group AG | 1,998,659 | $110.7M | 0.02% | +533,779+36.4% | AddedConverted for a 4-for-1 split |
| Renaissance Technologies LLC | 1,978,940 | $109.7M | 0.15% | −858,300−30.3% | ReducedConverted for a 4-for-1 split |
| Empower Advisory Group, LLC | 1,846,846 | $102.3M | 0.31% | +56,242+3.1% | AddedConverted for a 4-for-1 split |
| Legal & General Group Plc | 1,761,844 | $97.6M | 0.02% | +81,604+4.9% | AddedConverted for a 4-for-1 split |
| Ancient Art, L.P. | 1,643,636 | $91.1M | 29.41% | 00.0% | UnchangedConverted for a 4-for-1 split |
| TimesSquare Capital Management, LLC | 1,590,275 | $88.1M | 1.27% | +21,275+1.4% | AddedConverted for a 4-for-1 split |
| Qube Research & Technologies Ltd | 1,518,528 | $84.1M | 0.12% | −1,677,520−52.5% | ReducedConverted for a 4-for-1 split |
| Alyeska Investment Group, L.P. | 1,508,103 | $83.6M | 0.30% | +1,508,103 | New |
| First Trust Advisors LP | 1,504,814 | $83.4M | 0.07% | +27,698+1.9% | AddedConverted for a 4-for-1 split |
| Citigroup Inc | 1,503,620 | $83.3M | 0.06% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Millennium Management LLC | 1,450,985 | $80.4M | 0.07% | −562,863−27.9% | ReducedConverted for a 4-for-1 split |
| 1832 Asset Management L.P. | 1,414,777 | $78.4M | 0.14% | +371,445+35.6% | AddedConverted for a 4-for-1 split |
| FIL Ltd | 1,323,849 | $73.4M | 0.06% | +7,413+0.6% | AddedConverted for a 4-for-1 split |
| Principal Financial Group Inc | 1,319,929 | $73.1M | 0.04% | −114,771−8.0% | ReducedConverted for a 4-for-1 split |
| Trivest Advisors Ltd | 1,317,400 | $73.0M | 2.84% | +1,317,400 | New |
| Goldman Sachs Group Inc | 1,311,355 | $72.7M | 0.01% | −1,077,349−45.1% | ReducedConverted for a 4-for-1 split |
| Rhumbline Advisers | 1,273,522 | $70.6M | 0.06% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Pictet Asset Management Holding SA | 1,200,700 | $66.5M | 0.07% | +484,916+67.7% | AddedConverted for a 4-for-1 split |
| Hosking Partners LLP | 1,169,447 | $64.8M | 2.58% | +40,447+3.6% | AddedConverted for a 4-for-1 split |
| Hengistbury Investment Partners LLP | 1,136,084 | $63.0M | 42.99% | +158,096+16.2% | AddedConverted for a 4-for-1 split |
| KBC Group NV | 1,075,774 | $59.6M | 0.16% | −1,013,110−48.5% | ReducedConverted for a 4-for-1 split |
| Retirement Systems of Alabama | 1,057,199 | $58.6M | 0.21% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Dimensional Fund Advisors LP | 1,033,709 | $57.3M | 0.01% | +27,613+2.7% | AddedConverted for a 4-for-1 split |
| Oakcliff Capital Partners, LP | 1,030,740 | $57.1M | 28.54% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bank of Nova Scotia | 1,009,342 | $55.9M | 0.11% | +948,550+1,560.3% | AddedConverted for a 4-for-1 split |
| Envestnet Asset Management Inc | 1,005,043 | $55.7M | 0.02% | −224,001−18.2% | ReducedConverted for a 4-for-1 split |
| Citadel Advisors LLC | 931,799 | $51.6M | 0.04% | −1,720,569−64.9% | ReducedConverted for a 4-for-1 split |
| Russell Investments Group, Ltd. | 920,473 | $51.0M | 0.06% | +154,865+20.2% | AddedConverted for a 4-for-1 split |
| RV Capital GmbH | 849,920 | $47.1M | 8.72% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Sumitomo Mitsui Trust Holdings, Inc. | 838,948 | $46.5M | 0.03% | −1,320,932−61.2% | ReducedConverted for a 4-for-1 split |
| Allianz Asset Management GmbH | 833,813 | $46.2M | 0.06% | −334,751−28.6% | ReducedConverted for a 4-for-1 split |
| Victory Capital Management Inc | 815,397 | $45.2M | 0.03% | +81,805+11.2% | AddedConverted for a 4-for-1 split |
| California Public Employees Retirement System | 806,889 | $44.7M | 0.03% | +35,433+4.6% | AddedConverted for a 4-for-1 split |
| Connor, Clark & Lunn Investment Management Ltd. | 796,272 | $44.1M | 0.16% | +138,216+21.0% | AddedConverted for a 4-for-1 split |
| Canada Pension Plan Investment Board | 794,616 | $44.0M | 0.04% | +418,192+111.1% | AddedConverted for a 4-for-1 split |
| Allspring Global Investments Holdings, LLC | 780,044 | $43.9M | 0.07% | −125,124−13.8% | ReducedConverted for a 4-for-1 split |
| Nuveen, LLC | 775,454 | $43.0M | 0.01% | −395,646−33.8% | ReducedConverted for a 4-for-1 split |
| Federated Hermes, Inc. | 754,113 | $41.8M | 0.08% | −108,683−12.6% | ReducedConverted for a 4-for-1 split |
| PEAK6 LLC | 738,981 | $40.9M | 1.39% | +738,981 | New |
| Marathon Asset Mgmt Ltd | 719,904 | $39.9M | 1.28% | −10,248−1.4% | ReducedConverted for a 4-for-1 split |
| Jump Financial, LLC | 704,088 | $39.0M | 0.48% | −124,100−15.0% | ReducedConverted for a 4-for-1 split |
| Amundi | 666,333 | $38.8M | 0.01% | +258,097+63.2% | AddedConverted for a 4-for-1 split |
| National Pension Service | 692,295 | $38.4M | 0.03% | 00.0% | UnchangedConverted for a 4-for-1 split |
| LPL Financial LLC | 689,614 | $38.2M | 0.01% | +11,934+1.8% | AddedConverted for a 4-for-1 split |
| Hudson Way Capital Management LLC | 684,074 | $37.9M | 3.43% | +133,494+24.2% | AddedConverted for a 4-for-1 split |
| Deutsche Bank AG | 670,274 | $37.1M | 0.01% | +104,046+18.4% | AddedConverted for a 4-for-1 split |
| Intech Investment Management LLC | 668,977 | $37.1M | 0.35% | +116,393+21.1% | AddedConverted for a 4-for-1 split |
| California State Teachers Retirement System | 666,192 | $36.9M | 0.04% | +151,556+29.4% | AddedConverted for a 4-for-1 split |
| Coronation Fund Managers Ltd. | 656,725 | $36.4M | 1.97% | −130,319−16.6% | ReducedConverted for a 4-for-1 split |
| Treasurer of the State of North Carolina | 651,274 | $36.1M | 0.12% | +424,794+187.6% | AddedConverted for a 4-for-1 split |
| Stifel Financial Corp | 619,421 | $34.3M | 0.03% | −23,999−3.7% | ReducedConverted for a 4-for-1 split |
| Ameriprise Financial Inc | 608,247 | $33.7M | 0.01% | −18,285−2.9% | ReducedConverted for a 4-for-1 split |
| Alliancebernstein L.P. | 602,977 | $33.4M | 0.01% | +43,917+7.9% | AddedConverted for a 4-for-1 split |
| Polar Capital Holdings Plc | 574,476 | $31.8M | 0.17% | +34,292+6.3% | AddedConverted for a 4-for-1 split |
| Great West Life Assurance Co | 556,042 | $30.8M | 0.05% | +18,854+3.5% | AddedConverted for a 4-for-1 split |
| Robeco Institutional Asset Management B.V. | 516,526 | $28.6M | 0.05% | −22,954−4.3% | ReducedConverted for a 4-for-1 split |
| New York State Common Retirement Fund | 505,808 | $28.0M | 0.04% | +267,000+111.8% | AddedConverted for a 4-for-1 split |
| Brooktree Capital Management | 501,839 | $27.8M | 18.18% | −4,501−0.9% | ReducedConverted for a 4-for-1 split |
| Mawer Investment Management Ltd. | 452,048 | $25.0M | 0.13% | −71,356−13.6% | ReducedConverted for a 4-for-1 split |
| Weiss Asset Management LP | 449,952 | $24.9M | 0.39% | +449,952 | New |
| London & Capital Asset Management Ltd | 448,733 | $24.9M | 1.89% | +448,733 | New |
| Nearwater Capital Markets, Ltd | 440,000 | $24.4M | 0.39% | +440,000 | New |