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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 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.

Q2 2025 vs. Q1 2025

How the institutions holding Interactive Brokers Group, Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of IBKR: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders7469802+65
SharesConverted for a 4-for-1 split380.1M852.5K377.8M−1.40M (−0.4%)
Value$15.7B$35.3M$20.9B+$5.23B (+33.3%)

9 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (146)

Institutions that held Interactive Brokers Group, Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Showing the largest 100 of 146 by value.

Institutions new to IBKR in Q2 2025
InstitutionSharesValue% of portfolio
Alyeska Investment Group, L.P.1,508,103$83.6M0.30%
Trivest Advisors Ltd1,317,400$73.0M2.84%
PEAK6 LLC738,981$40.9M1.39%
Weiss Asset Management LP449,952$24.9M0.39%
London & Capital Asset Management Ltd448,733$24.9M1.89%
Nearwater Capital Markets, Ltd440,000$24.4M0.39%
Aviva PLC269,540$14.9M0.03%
Alden Global Capital LLC260,640$14.4M8.89%
Premier Fund Managers Ltd246,000$13.3M0.48%
Lansforsakringar Fondforvaltning AB (publ)131,848$7.31M0.04%
Lighthouse Investment Partners, LLC110,874$6.14M0.27%
Moran Wealth Management, LLC110,374$6.12M0.19%
LMR Partners LLP95,380$5.29M0.08%
Marvin & Palmer Associates Inc90,340$5.01M4.29%
Mn Services Vermogensbeheer B.V.83,600$4.63M0.03%
Avenir Tech Ltd82,016$4.54M0.39%
Mediolanum International Funds Ltd69,720$3.76M0.05%
Fulcrum Asset Management LLP67,872$3.76M1.07%
Holocene Advisors, LP64,479$3.57M0.01%
Eisler Capital Management Ltd.62,285$3.45M0.12%
Interval Partners, LP52,739$2.92M0.07%
State of Wyoming52,384$2.90M0.35%
Polymer Capital Management (HK) LTD51,600$2.86M0.45%
Banco BTG Pactual S.A.50,000$2.77M0.56%
NWF Advisory Services Inc.45,306$2.51M0.30%
AIA Group Ltd44,500$2.47M0.05%
Swedbank AB34,080$1.89M0.00%
Vise Technologies, Inc.32,808$1.82M0.08%
Axq Capital, LP29,211$1.62M0.52%
MUFG Securities EMEA plc28,400$1.57M0.07%
Polianta Ltd26,400$1.46M0.63%
Oxford Asset Management LLP25,524$1.41M0.46%
Caitlin John, LLC25,042$1.39M1.26%
Sound View Wealth Advisors Group, LLC24,503$1.36M0.10%
AustralianSuper Pty Ltd24,472$1.36M0.01%
SummitTX Capital, L.P.23,485$1.30M0.06%
Polymer Capital Management (US) LLC22,457$1.24M0.20%
Northwest Bancshares, Inc.22,275$1.23M0.22%
Phoenix Holdings Ltd.22,080$1.17M0.02%
Monetta Financial Services Inc20,000$1.11M0.81%
Ion Asset Management Ltd.20,000$1.11M0.07%
Nomura Holdings Inc19,688$1.09M0.01%
Whalen Wealth Management Inc.19,278$1.07M0.67%
Lombard Odier Asset Management (Switzerland) SA19,229$1.07M0.05%
Dai-Ichi Life Insurance Company, Ltd18,952$1.05M0.03%
Susquehanna Portfolio Strategies, LLC16,540$916.5K0.02%
Blueshift Asset Management, LLC16,248$900.3K0.28%
Ballentine Partners, LLC15,244$844.7K0.01%
Rockefeller Capital Management L.P.14,573$807.5K0.00%
IMC-Chicago, LLC14,212$787.5K0.02%
Global Retirement Partners, LLC13,732$760.9K0.02%
Quantessence Capital LLC13,666$757.2K0.22%
Capstone Investment Advisors, LLC12,629$699.8K0.01%
Visionary Horizons, LLC11,755$651.3K0.41%
L2 Asset Management, LLC11,070$613.4K0.10%
Mount Lucas Management LP10,832$600.2K0.29%
La Banque Postale Asset Management SA9,584$531.0K0.01%
Maridea Wealth Management LLC9,452$523.7K0.14%
Laurion Capital Management LP8,559$474.3K0.05%
Versor Investments LP8,132$450.6K0.08%
Great Lakes Advisors, LLC8,018$444.3K0.00%
Callan Family Office, LLC7,812$432.9K0.01%
Capital CS Group, LLC7,779$431.0K0.71%
Park Avenue Securities LLC7,516$416.0K0.00%
Journey Strategic Wealth LLC7,183$398.0K0.01%
Hudson Bay Capital Management LP7,070$391.7K0.00%
Alpine Global Management, LLC7,028$389.4K0.09%
Pensionmark Financial Group, LLC6,650$368.5K0.01%
Fairfield Financial Advisors, LTD6,374$353.2K0.12%
Leo Wealth, LLC6,220$344.6K0.03%
Cinctive Capital Management LP6,036$334.5K0.02%
Summit Trail Advisors, LLC6,024$333.8K0.01%
Williams Jones Wealth Management, LLC.6,000$332.5K0.00%
Burney Co5,910$327.5K0.01%
Cerity Partners LLC5,738$317.9K0.00%
Facet Wealth, Inc.4,768$312.6K0.01%
Merit Financial Group, LLC5,634$312.2K0.00%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management5,632$312.1K0.01%
NorthRock Partners, LLC5,632$310.7K0.01%
Commons Capital, LLC5,343$296.1K0.23%
Chemistry Wealth Management LLC5,288$293.0K0.06%
Harel Insurance Investments & Financial Services Ltd.5,200$288.0K0.00%
Costello Asset Management, INC5,152$285.5K0.11%
Robinson Smith Wealth Advisors LLC5,116$283.5K0.23%
RSM US Wealth Management LLC4,830$279.2K0.00%
Boyar Asset Management Inc.4,884$270.6K0.18%
Apollon Wealth Management, LLC4,828$267.5K0.01%
Great Valley Advisor Group, Inc.4,808$266.9K0.01%
Meitav Dash Investments Ltd4,800$266.0K0.00%
Howe & Rusling Inc4,776$264.6K0.02%
Cornerstone Capital, Inc.4,700$260.4K0.03%
Meadow Creek Wealth Advisors LLC4,600$254.9K0.17%
FourThought Financial Partners, LLC4,518$250.4K0.02%
Carmignac Gestion4,514$250.2K0.00%
VestGen Advisors, LLC4,413$244.5K0.01%
DRW Securities, LLC4,405$244.1K0.02%
ARS Investment Partners, LLC4,400$243.8K0.02%
International Assets Investment Management, LLC4,384$242.9K0.02%
Meeder Advisory Services, Inc.4,377$242.5K0.01%
Change Path, LLC4,368$242.0K0.01%

Sold out (81)

Institutions that held Interactive Brokers Group, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of IBKR in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Jupiter Asset Management Ltd239,000$39.6M
Worldquant Millennium Advisors LLC160,622$26.6M
Balyasny Asset Management LLC152,131$25.2M
Corebridge Financial, Inc.120,238$19.9M
Tudor Investment Corp Et Al106,525$17.6M
BOCHK Asset Management Ltd61,000$10.1M
Freestone Grove Partners LP60,389$10.0M
FORA Capital, LLC51,188$8.48M
Bridgewater Associates, LP46,304$7.67M
Assenagon Asset Management S.A.36,760$6.09M
Magnetar Financial LLC34,504$5.71M
Virtu Financial LLC26,343$4.36M
XTX Topco Ltd25,703$4.26M
Left Brain Wealth Management, LLC20,344$3.37M
Estate Counselors, LLC19,864$3.29M
Dynamic Technology Lab Private Ltd15,989$2.65M
Walleye Capital LLC15,149$2.51M
Nebula Research & Development LLC14,021$2.32M
Exchange Traded Concepts, LLC13,624$2.26M
Sciencast Management LP12,631$2.09M
Scientech Research LLC12,399$2.05M
Lecap Asset Management Ltd12,179$2.02M
Capula Management Ltd11,100$1.84M
Cubist Systematic Strategies, LLC10,882$1.80M
Itau Unibanco Holding S.A.10,123$1.68M
Quadrature Capital Ltd9,884$1.64M
Headlands Technologies LLC9,363$1.55M
Caxton Associates LLP8,358$1.38M
Sig Brokerage, LP7,876$1.30M
Prelude Capital Management, LLC7,107$1.18M
United Services Automobile Association7,084$1.17M
TownSquare Capital, LLC6,843$1.13M
Y-Intercept (Hong Kong) Ltd6,512$1.08M
Quantitative Investment Management, LLC6,112$1.01M
Aigen Investment Management, LP6,076$1.01M
Allstate Corp5,676$939.9K
Simplex Trading, LLC5,566$921.0K
Williamson Legacy Group, LLC4,962$821.7K
Maven Securities LTD3,500$579.6K
111 Capital3,461$573.1K
New England Research & Management, Inc.3,250$538.0K
Point72 Hong Kong Ltd3,149$521.4K
Hennion & Walsh Asset Management, Inc.2,382$394.4K
Aptus Capital Advisors, LLC2,124$351.7K
Hyperion Capital Advisors LP2,113$349.9K
Lifestyle Asset Management, Inc.2,073$343.3K
Investment House LLC2,000$331.2K
Old National Bancorp1,848$306.0K
Atria Wealth Solutions, Inc.1,834$303.7K
CenterBook Partners LP1,804$298.7K
Buckingham Strategic Partners1,794$297.1K
Hudson Value Partners, LLC1,779$294.6K
Hobbs Group Advisors, LLC1,750$289.8K
Aspen Grove Capital, LLC1,576$261.0K
Sigma Planning Corp1,558$258.0K
Forefront Wealth Partners, LLC1,508$249.7K
Harvest Investment Services, LLC1,374$227.5K
EntryPoint Capital, LLC1,374$227.5K
Arrowpoint Investment Partners (Singapore) Pte. Ltd.1,339$221.7K
Verus Capital Partners, LLC1,330$220.2K
Cooper Financial Group1,269$210.2K
Hamilton Wealth, LLC1,268$210.0K
Point72 (DIFC) Ltd945$156.5K
Quent Capital, LLC722$119.5K
Gen-Wealth Partners Inc590$97.7K
Pinnacle Financial Partners Inc370$65.4K
Atala Financial Inc350$58.0K
Hexagon Capital Partners LLC339$56.1K
USA Financial Portformulas Corp154$25.5K
Boston Private Wealth LLC113$18.7K
Mather Group, LLC.69$11.4K
Quest Partners LLC64$10.6K
ESL Trust Services, LLC46$7.62K
Saudi Central Bank43$7.12K
Synergy Investment Management, LLC34$5.63K
Carolinas Wealth Consulting LLC33$5.46K
Abound Wealth Management28$4.64K
Webster Bank, N. A.26$4.30K
Halbert Hargrove Global Advisors, LLC16$2.65K
Global Financial Private Client, LLC4$662
Highline Wealth Partners LLC1$166

Not filed for Q2 2025 yet (9)

Institutions that held Interactive Brokers Group, Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBKR in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Kodai Capital Management LP109,974$18.2M
Credit Agricole S A51,379$8.51M
Pilgrim Partners Asia Pte Ltd33,100$5.48M
Caas Capital Management LP6,471$1.07M
Orion Portfolio Solutions, LLC5,582$924.3K
Rakuten Investment Management, Inc.3,004$494.8K
CAPROCK Group, Inc.2,973$492.3K
Lindbrook Capital, LLC622$103.0K
Noble Wealth Management PBC30$4.97K