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, 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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 2 | $111 | 0.00% | +2 | New |
| High Note Wealth, LLC | 4 | $222 | 0.00% | −164−97.6% | ReducedConverted for a 4-for-1 split |
| MV Capital Management, Inc. | 4 | $222 | 0.00% | −4−50.0% | ReducedConverted for a 4-for-1 split |
| TFC Financial Management | 4 | $222 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| HFM Investment Advisors, LLC | 4 | $222 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Manchester Capital Management LLC | 6 | $333 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 8 | $444 | 0.00% | −8−50.0% | ReducedConverted for a 4-for-1 split |
| WealthTrak Capital Management LLC | 8 | $444 | 0.00% | −4−33.3% | ReducedConverted for a 4-for-1 split |
| CBIZ Investment Advisory Services, LLC | 10 | $554 | 0.00% | +2+25.0% | AddedConverted for a 4-for-1 split |
| American Capital Advisory, LLC | 11 | $610 | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 12 | $665 | 0.00% | −32−72.7% | ReducedConverted for a 4-for-1 split |
| Parkworth Wealth Management, Inc. | 12 | $665 | 0.00% | +8+200.0% | AddedConverted for a 4-for-1 split |
| Hughes Financial Services, LLC | 12 | $766 | 0.00% | +12 | New |
| Stephens Consulting, LLC | 15 | $832 | 0.00% | +15 | New |
| HHM Wealth Advisors, LLC | 16 | $887 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Essential Partners LLC | 16 | $887 | 0.00% | +16 | New |
| Ogorek Anthony Joseph | 24 | $1.00K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Principia Wealth Advisory, LLC | 19 | $1.05K | 0.00% | −13−40.6% | ReducedConverted for a 4-for-1 split |
| Tortoise Investment Management, LLC | 20 | $1.11K | 0.00% | +20 | New |
| Riggs Asset Managment Co. Inc. | 20 | $1.11K | 0.00% | −8−28.6% | ReducedConverted for a 4-for-1 split |
| Kilter Group LLC | 20 | $1.11K | 0.00% | +20 | New |
| Roxbury Financial LLC | 24 | $1.32K | 0.00% | −12−33.3% | ReducedConverted for a 4-for-1 split |
| Prestige Wealth Management Group LLC | 24 | $1.33K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| DiNuzzo Private Wealth, Inc. | 24 | $1.33K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bogart Wealth, LLC | 24 | $1.33K | 0.00% | +24 | New |
| Breakwater Investment Management | 28 | $1.55K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Rakuten Securities, Inc. | 31 | $1.72K | 0.00% | −21−40.4% | ReducedConverted for a 4-for-1 split |
| Financial Management Professionals, Inc. | 32 | $1.77K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Montag A & Associates Inc | 32 | $1.79K | 0.00% | −12−27.3% | ReducedConverted for a 4-for-1 split |
| Cornerstone Planning Group LLC | 29 | $1.85K | 0.00% | +13+81.3% | AddedConverted for a 4-for-1 split |
| Investment Counsel Co of Nevada | 36 | $2.00K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Orion Capital Management LLC | 36 | $2.00K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Capital Advisors, Ltd. LLC | 44 | $2.00K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Avion Wealth | 48 | $2.00K | 0.00% | +40+500.0% | AddedConverted for a 4-for-1 split |
| Painted Porch Advisors LLC | 40 | $2.22K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Grove Bank & Trust | 40 | $2.22K | 0.00% | +40 | New |
| TD Capital Management LLC | 48 | $2.67K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| First Command Advisory Services, Inc. | 56 | $3.10K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Rothschild Investment LLC | 60 | $3.33K | 0.00% | +12+25.0% | AddedConverted for a 4-for-1 split |
| Cromwell Holdings LLC | 60 | $3.33K | 0.00% | +28+87.5% | AddedConverted for a 4-for-1 split |
| First United Bank Trust | 64 | $3.55K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Ameritas Advisory Services, LLC | 72 | $3.99K | 0.00% | +72 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $3.99K | 0.00% | +72 | New |
| True Wealth Design, LLC | 74 | $4.10K | 0.00% | +10+15.6% | AddedConverted for a 4-for-1 split |
| Ridgewood Investments LLC | 88 | $4.88K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bare Financial Services, Inc | 88 | $4.88K | 0.00% | +68+340.0% | AddedConverted for a 4-for-1 split |
| Sunbelt Securities, Inc. | 28 | $5.00K | 0.00% | −84−75.0% | ReducedConverted for a 4-for-1 split |
| Harvest Fund Management Co., Ltd | 92 | $5.00K | 0.00% | −3,068−97.1% | ReducedConverted for a 4-for-1 split |
| Caldwell Sutter Capital, Inc. | 96 | $5.32K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Beacon Capital Management, LLC | 96 | $5.32K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Valued Wealth Advisors LLC | 96 | $5.32K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| McIlrath & Eck, LLC | 100 | $5.57K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bell Investment Advisors, Inc | 104 | $5.76K | 0.00% | +20+23.8% | AddedConverted for a 4-for-1 split |
| Ronald Blue Trust, Inc. | 104 | $5.77K | 0.00% | −52−33.3% | ReducedConverted for a 4-for-1 split |
| JFS Wealth Advisors, LLC | 108 | $5.99K | 0.00% | +12+12.5% | AddedConverted for a 4-for-1 split |
| RMG Wealth Management LLC | 100 | $6.29K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 120 | $6.65K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Colonial Trust Co | 120 | $6.66K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Asset Dedication, LLC | 124 | $6.87K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Wolff Wiese Magana LLC | 124 | $6.87K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Geneos Wealth Management Inc. | 132 | $7.31K | 0.00% | +28+26.9% | AddedConverted for a 4-for-1 split |
| South State Corp. | 144 | $7.98K | 0.00% | −28−16.3% | ReducedConverted for a 4-for-1 split |
| CarsonAllaria Wealth Management, Ltd. | 160 | $8.87K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Lowe Wealth Advisors, LLC | 168 | $9.31K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bruce G. Allen Investments, LLC | 180 | $9.97K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Cetera Trust Company, N.A | 200 | $11.1K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Hollencrest Capital Management | 222 | $12.3K | 0.00% | +222 | New |
| Bokf, NA | 224 | $12.4K | 0.00% | −26,944−99.2% | ReducedConverted for a 4-for-1 split |
| HighMark Wealth Management LLC | 197 | $12.5K | 0.01% | +9+4.8% | AddedConverted for a 4-for-1 split |
| CoreCap Advisors, LLC | 232 | $12.9K | 0.00% | +24+11.5% | AddedConverted for a 4-for-1 split |
| Evelyn Partners Investment Management Services Ltd | 232 | $12.9K | 0.00% | +232 | New |
| Hemington Wealth Management | 258 | $14.0K | 0.00% | +22+9.3% | AddedConverted for a 4-for-1 split |
| AdvisorNet Financial, Inc | 317 | $17.6K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| NewSquare Capital LLC | 321 | $17.8K | 0.00% | +177+122.9% | AddedConverted for a 4-for-1 split |
| Coastline Trust Co | 340 | $18.8K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Farmers & Merchants Investments Inc | 356 | $19.7K | 0.00% | +52+17.1% | AddedConverted for a 4-for-1 split |
| Meeder Asset Management Inc | 372 | $20.6K | 0.00% | +4+1.1% | AddedConverted for a 4-for-1 split |
| Harbour Investments, Inc. | 376 | $20.8K | 0.00% | −72−16.1% | ReducedConverted for a 4-for-1 split |
| American National Bank | 384 | $21.3K | 0.00% | −28−6.8% | ReducedConverted for a 4-for-1 split |
| Twin Peaks Wealth Advisors, LLC | 320 | $21.6K | 0.01% | +320 | New |
| Harbor Investment Advisory, LLC | 400 | $22.2K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Newbridge Financial Services Group, Inc. | 401 | $22.2K | 0.00% | +401 | New |
| West Branch Capital LLC | 420 | $23.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Capital Analysts, LLC | 464 | $26.0K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| ORG Partners LLC | 479 | $27.0K | 0.01% | +15+3.2% | AddedConverted for a 4-for-1 split |
| HM Payson & Co | 489 | $27.1K | 0.00% | −995−67.0% | ReducedConverted for a 4-for-1 split |
| Quarry LP | 490 | $27.2K | 0.01% | −706−59.0% | ReducedConverted for a 4-for-1 split |
| Optiver Holding B.V. | 505 | $28.0K | 0.00% | −623−55.2% | ReducedConverted for a 4-for-1 split |
| Huntington National Bank | 516 | $28.6K | 0.00% | −844−62.1% | ReducedConverted for a 4-for-1 split |
| Tidemark, LLC | 516 | $28.6K | 0.01% | +396+330.0% | AddedConverted for a 4-for-1 split |
| Contravisory Investment Management, Inc. | 564 | $31.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| LFA - Lugano Financial Advisors SA | 576 | $31.9K | 0.02% | +576 | New |
| Private Wealth Asset Management, LLC | 580 | $32.1K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| N.E.W. Advisory Services LLC | 632 | $35.0K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Fortitude Family Office, LLC | 712 | $39.5K | 0.01% | −136−16.0% | ReducedConverted for a 4-for-1 split |
| Smithfield Trust Co | 764 | $42.0K | 0.00% | −600−44.0% | ReducedConverted for a 4-for-1 split |
| First Horizon Advisors, Inc. | 760 | $42.1K | 0.00% | +496+187.9% | AddedConverted for a 4-for-1 split |
| Rialto Wealth Management, LLC | 764 | $42.3K | 0.01% | +12+1.6% | AddedConverted for a 4-for-1 split |
| Bayforest Capital Ltd | 767 | $42.5K | 0.02% | −14,725−95.0% | ReducedConverted for a 4-for-1 split |
| Sittner & Nelson, LLC | 788 | $43.7K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |