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 |
|---|---|---|---|---|---|
| City Holding Co | 800 | $44.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| NVWM, LLC | 800 | $44.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Solstein Capital, LLC | 800 | $44.3K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Ramsey Quantitative Systems | 800 | $44.3K | 0.04% | +800 | New |
| Darwin Advisors, LLC | 813 | $45.1K | 0.02% | −587−41.9% | ReducedConverted for a 4-for-1 split |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 815 | $45.2K | 0.01% | +175+27.3% | AddedConverted for a 4-for-1 split |
| Parkside Financial Bank & Trust | 848 | $47.0K | 0.01% | −136−13.8% | ReducedConverted for a 4-for-1 split |
| Bryn Mawr Trust Co | 849 | $47.0K | 0.00% | −415−32.8% | ReducedConverted for a 4-for-1 split |
| Rise Advisors, LLC | 862 | $47.8K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Creative Financial Designs Inc | 940 | $52.1K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Adirondack Trust Co | 1,000 | $55.4K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| SBI Securities Co., Ltd. | 1,000 | $55.4K | 0.00% | −136−12.0% | ReducedConverted for a 4-for-1 split |
| North Capital, Inc. | 1,180 | $65.4K | 0.06% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Strategic Wealth Partners, Ltd. | 1,212 | $67.2K | 0.01% | +1,212 | New |
| Smartleaf Asset Management LLC | 1,249 | $67.4K | 0.01% | −463−27.0% | ReducedConverted for a 4-for-1 split |
| Rosenberg Matthew Hamilton | 1,224 | $67.8K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Caitong International Asset Management Co., Ltd | 1,226 | $67.9K | 0.05% | −12,862−91.3% | ReducedConverted for a 4-for-1 split |
| Mount Yale Investment Advisors, LLC | 1,249 | $69.2K | 0.01% | +1,249 | New |
| Parallel Advisors, LLC | 1,332 | $73.8K | 0.00% | −52−3.8% | ReducedConverted for a 4-for-1 split |
| Quest 10 Wealth Builders, Inc. | 1,356 | $75.1K | 0.07% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Cullen/Frost Bankers, Inc. | 1,427 | $79.1K | 0.00% | −137−8.8% | ReducedConverted for a 4-for-1 split |
| Covestor Ltd | 1,516 | $84.0K | 0.05% | +24+1.6% | AddedConverted for a 4-for-1 split |
| Massmutual Trust Co FSB | 1,516 | $84.0K | 0.00% | +60+4.1% | AddedConverted for a 4-for-1 split |
| Westpac Banking Corp | 1,520 | $84.2K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Whittier Trust Co of Nevada Inc | 1,540 | $85.3K | 0.00% | −904−37.0% | ReducedConverted for a 4-for-1 split |
| DT Investment Partners, LLC | 1,556 | $86.2K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Quaker Wealth Management, LLC | 1,612 | $89.3K | 0.03% | +1,612 | New |
| Activest Wealth Management | 1,656 | $91.8K | 0.02% | +80+5.1% | AddedConverted for a 4-for-1 split |
| Talon Private Wealth, LLC | 1,688 | $93.5K | 0.01% | +1,688 | New |
| Versant Capital Management, Inc | 1,728 | $95.7K | 0.01% | −48−2.7% | ReducedConverted for a 4-for-1 split |
| Trust Co of Toledo NA | 1,744 | $96.6K | 0.01% | +1,744 | New |
| SRS Capital Advisors, Inc. | 1,756 | $97.3K | 0.00% | +148+9.2% | AddedConverted for a 4-for-1 split |
| MAI Capital Management | 1,759 | $97.4K | 0.00% | +1,131+180.1% | AddedConverted for a 4-for-1 split |
| Kessler Investment Group, LLC | 1,852 | $102.6K | 0.04% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Hazlett, Burt & Watson, Inc. | 1,901 | $105.0K | 0.04% | +801+72.8% | AddedConverted for a 4-for-1 split |
| Whittier Trust Co | 1,920 | $106.4K | 0.00% | +656+51.9% | AddedConverted for a 4-for-1 split |
| Accent Capital Management, LLC | 1,920 | $106.4K | 0.05% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Ci Investments Inc. | 1,941 | $108.0K | 0.00% | +129+7.1% | AddedConverted for a 4-for-1 split |
| Private Trust Co NA | 1,984 | $109.9K | 0.01% | −3,792−65.7% | ReducedConverted for a 4-for-1 split |
| Penserra Capital Management LLC | 2,240 | $124.0K | 0.00% | +260+13.1% | AddedConverted for a 4-for-1 split |
| V-Square Quantitative Management LLC | 2,292 | $127.0K | 0.02% | +2,292 | New |
| Sterling Capital Management LLC | 2,411 | $133.6K | 0.00% | −21,061−89.7% | ReducedConverted for a 4-for-1 split |
| Ostrum Asset Management | 2,420 | $134.1K | 0.01% | −76−3.0% | ReducedConverted for a 4-for-1 split |
| Bay Harbor Wealth Management, LLC | 2,450 | $135.8K | 0.04% | +82+3.5% | AddedConverted for a 4-for-1 split |
| Atticus Wealth Management, LLC | 2,456 | $136.1K | 0.04% | +2,456 | New |
| GHP Investment Advisors, Inc. | 2,501 | $138.6K | 0.01% | −455−15.4% | ReducedConverted for a 4-for-1 split |
| Brown Brothers Harriman & Co | 2,544 | $141.0K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Anchor Investment Management, LLC | 2,552 | $141.4K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| New Millennium Group LLC | 2,740 | $151.8K | 0.08% | +2,468+907.4% | AddedConverted for a 4-for-1 split |
| Clearstead Advisors, LLC | 2,920 | $161.8K | 0.00% | −1,336−31.4% | ReducedConverted for a 4-for-1 split |
| Hantz Financial Services, Inc. | 3,081 | $171.0K | 0.00% | +2,993+3,401.1% | AddedConverted for a 4-for-1 split |
| Western Pacific Wealth Management, LP | 3,200 | $177.3K | 0.17% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Park Square Financial Group, LLC | 3,224 | $178.6K | 0.13% | −96−2.9% | ReducedConverted for a 4-for-1 split |
| Signaturefd, LLC | 3,416 | $189.3K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Assetmark, Inc | 3,562 | $197.4K | 0.00% | +530+17.5% | AddedConverted for a 4-for-1 split |
| Archer Investment Corp | 3,600 | $199.5K | 0.05% | +200+5.9% | AddedConverted for a 4-for-1 split |
| Legacy Financial Advisors, Inc. | 3,648 | $202.1K | 0.03% | +3,648 | New |
| First Affirmative Financial Network | 3,656 | $202.6K | 0.10% | +3,656 | New |
| Eagle Bay Advisors LLC | 3,660 | $202.8K | 0.17% | +3,660 | New |
| GWM Advisors LLC | 3,707 | $205.4K | 0.00% | −1,845−33.2% | ReducedConverted for a 4-for-1 split |
| Belpointe Asset Management LLC | 3,716 | $205.9K | 0.01% | +3,716 | New |
| Skopos Labs, Inc. | 3,726 | $206.5K | 0.03% | +3,298+770.6% | AddedConverted for a 4-for-1 split |
| Independent Financial Group, LLC | 3,728 | $206.6K | 0.01% | −5,364−59.0% | ReducedConverted for a 4-for-1 split |
| R Squared Ltd | 3,742 | $207.3K | 0.11% | −1,378−26.9% | ReducedConverted for a 4-for-1 split |
| Principal Securities, Inc. | 3,743 | $207.4K | 0.00% | +911+32.2% | AddedConverted for a 4-for-1 split |
| Keybank National Association | 3,747 | $207.6K | 0.00% | −3,513−48.4% | ReducedConverted for a 4-for-1 split |
| Prospera Financial Services Inc | 3,750 | $207.8K | 0.00% | +3,750 | New |
| CVA Family Office, LLC | 3,772 | $209.0K | 0.03% | +136+3.7% | AddedConverted for a 4-for-1 split |
| Retirement Guys Formula LLC | 3,783 | $209.6K | 0.08% | +3,783 | New |
| Aviance Capital Partners, LLC | 3,820 | $211.7K | 0.03% | +3,820 | New |
| JT Stratford LLC | 3,840 | $212.8K | 0.03% | +3,840 | New |
| West Family Investments, Inc. | 3,856 | $213.7K | 0.06% | +3,856 | New |
| City National Bank of Florida | 3,860 | $213.9K | 0.16% | +3,860 | New |
| Simplicity Wealth,LLC | 3,860 | $213.9K | 0.01% | +3,860 | New |
| CIBC Private Wealth Group, LLC | 3,888 | $215.4K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Fiduciary Financial Group, LLC | 3,828 | $215.6K | 0.04% | +3,828 | New |
| Ossiam | 3,936 | $218.1K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| ASR Vermogensbeheer N.V. | 4,008 | $222.1K | 0.00% | +3,200+396.0% | AddedConverted for a 4-for-1 split |
| Blair William & Co | 4,065 | $225.3K | 0.00% | +4,065 | New |
| Rehmann Capital Advisory Group | 4,083 | $226.2K | 0.01% | +4,083 | New |
| Voleon Capital Management LP | 4,099 | $227.1K | 0.01% | +4,099 | New |
| Capital Advisors Inc | 4,100 | $227.2K | 0.00% | +4,100 | New |
| LRI Investments, LLC | 4,153 | $230.1K | 0.02% | +657+18.8% | AddedConverted for a 4-for-1 split |
| Kingswood Wealth Advisors, LLC | 4,161 | $230.6K | 0.02% | +4,161 | New |
| Cigna Investments Inc | 4,188 | $232.0K | 0.04% | +4,188 | New |
| Schroder Investment Management Group | 4,228 | $234.3K | 0.00% | +4,228 | New |
| KG&L Capital Management,LLC | 4,264 | $236.3K | 0.07% | −4,356−50.5% | ReducedConverted for a 4-for-1 split |
| Global Endowment Management, LP | 4,276 | $236.9K | 0.03% | −1,872−30.4% | ReducedConverted for a 4-for-1 split |
| Hilltop Holdings Inc. | 4,320 | $239.4K | 0.02% | −4,144−49.0% | ReducedConverted for a 4-for-1 split |
| Oversea-Chinese Banking CORP Ltd | 4,328 | $239.8K | 0.01% | +4,328 | New |
| CWM, LLC | 4,338 | $240.0K | 0.00% | +90+2.1% | AddedConverted for a 4-for-1 split |
| PUREfi Wealth, LLC | 4,348 | $240.9K | 0.19% | −636−12.8% | ReducedConverted for a 4-for-1 split |
| Change Path, LLC | 4,368 | $242.0K | 0.01% | +4,368 | New |
| Meeder Advisory Services, Inc. | 4,377 | $242.5K | 0.01% | +4,377 | New |
| International Assets Investment Management, LLC | 4,384 | $242.9K | 0.02% | +4,384 | New |
| ARS Investment Partners, LLC | 4,400 | $243.8K | 0.02% | +4,400 | New |
| DRW Securities, LLC | 4,405 | $244.1K | 0.02% | +4,405 | New |
| VestGen Advisors, LLC | 4,413 | $244.5K | 0.01% | +4,413 | New |
| Umb Bank N A | 4,476 | $248.0K | 0.00% | −136−2.9% | ReducedConverted for a 4-for-1 split |
| Carmignac Gestion | 4,514 | $250.2K | 0.00% | +4,514 | New |