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 |
|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 4,518 | $250.4K | 0.02% | +4,518 | New |
| Meadow Creek Wealth Advisors LLC | 4,600 | $254.9K | 0.17% | +4,600 | New |
| Cornerstone Capital, Inc. | 4,700 | $260.4K | 0.03% | +4,700 | New |
| Leeward Financial Partners, LLC | 4,761 | $263.8K | 0.08% | −723−13.2% | ReducedConverted for a 4-for-1 split |
| Howe & Rusling Inc | 4,776 | $264.6K | 0.02% | +4,776 | New |
| Meitav Dash Investments Ltd | 4,800 | $266.0K | 0.00% | +4,800 | New |
| GeoWealth Management, LLC | 4,812 | $266.6K | 0.01% | −276−5.4% | ReducedConverted for a 4-for-1 split |
| Great Valley Advisor Group, Inc. | 4,808 | $266.9K | 0.01% | +4,808 | New |
| Ameliora Wealth Management Ltd. | 4,824 | $267.3K | 0.10% | +1,768+57.9% | AddedConverted for a 4-for-1 split |
| Apollon Wealth Management, LLC | 4,828 | $267.5K | 0.01% | +4,828 | New |
| Boyar Asset Management Inc. | 4,884 | $270.6K | 0.18% | +4,884 | New |
| Algert Global LLC | 4,888 | $270.8K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Edmond de Rothschild Holding S.A. | 5,008 | $277.5K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| RSM US Wealth Management LLC | 4,830 | $279.2K | 0.00% | +4,830 | New |
| Robinson Smith Wealth Advisors LLC | 5,116 | $283.5K | 0.23% | +5,116 | New |
| Larson Financial Group LLC | 5,127 | $284.1K | 0.01% | +4,863+1,842.0% | AddedConverted for a 4-for-1 split |
| Costello Asset Management, INC | 5,152 | $285.5K | 0.11% | +5,152 | New |
| Nisa Investment Advisors, LLC | 5,168 | $286.4K | 0.00% | −340−6.2% | ReducedConverted for a 4-for-1 split |
| Fidelis Capital Partners, LLC | 4,494 | $286.8K | 0.03% | −306−6.4% | ReducedConverted for a 4-for-1 split |
| United Capital Financial Advisers, LLC | 5,192 | $287.7K | 0.00% | +148+2.9% | AddedConverted for a 4-for-1 split |
| Harel Insurance Investments & Financial Services Ltd. | 5,200 | $288.0K | 0.00% | +5,200 | New |
| Metis Global Partners, LLC | 5,230 | $289.8K | 0.01% | −2,486−32.2% | ReducedConverted for a 4-for-1 split |
| Fundamentun, LLC | 5,284 | $292.8K | 0.01% | +44+0.8% | AddedConverted for a 4-for-1 split |
| Chemistry Wealth Management LLC | 5,288 | $293.0K | 0.06% | +5,288 | New |
| IFP Advisors, Inc | 4,910 | $293.1K | 0.01% | −2,070−29.7% | ReducedConverted for a 4-for-1 split |
| Twinbeech Capital LP | 5,335 | $295.6K | 0.01% | −46,865−89.8% | ReducedConverted for a 4-for-1 split |
| Premier Path Wealth Partners, LLC | 5,340 | $295.9K | 0.04% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Commons Capital, LLC | 5,343 | $296.1K | 0.23% | +5,343 | New |
| Midwest Professional Planners, LTD. | 5,380 | $298.1K | 0.08% | −28−0.5% | ReducedConverted for a 4-for-1 split |
| Oak Thistle LLC | 5,427 | $300.7K | 0.04% | −4,721−46.5% | ReducedConverted for a 4-for-1 split |
| Wedmont Private Capital | 5,264 | $304.5K | 0.01% | +76+1.5% | AddedConverted for a 4-for-1 split |
| Mirae Asset Global Investments Co., Ltd. | 5,580 | $309.2K | 0.00% | +3,676+193.1% | AddedConverted for a 4-for-1 split |
| Wolverine Trading, LLC | 5,742 | $309.8K | 0.01% | −87,794−93.9% | ReducedConverted for a 4-for-1 split |
| NorthRock Partners, LLC | 5,632 | $310.7K | 0.01% | +5,632 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,632 | $312.1K | 0.01% | +5,632 | New |
| Merit Financial Group, LLC | 5,634 | $312.2K | 0.00% | +5,634 | New |
| Facet Wealth, Inc. | 4,768 | $312.6K | 0.01% | +4,768 | New |
| Integrated Advisors Network LLC | 5,730 | $317.5K | 0.01% | −2,074−26.6% | ReducedConverted for a 4-for-1 split |
| Cerity Partners LLC | 5,738 | $317.9K | 0.00% | +5,738 | New |
| DekaBank Deutsche Girozentrale | 6,043 | $321.0K | 0.00% | −18,129−75.0% | ReducedConverted for a 4-for-1 split |
| Oppenheimer & Co Inc | 5,898 | $326.8K | 0.00% | −15,722−72.7% | ReducedConverted for a 4-for-1 split |
| Burney Co | 5,910 | $327.5K | 0.01% | +5,910 | New |
| Williams Jones Wealth Management, LLC. | 6,000 | $332.5K | 0.00% | +6,000 | New |
| Coldstream Capital Management Inc | 6,020 | $333.6K | 0.01% | −196−3.2% | ReducedConverted for a 4-for-1 split |
| Summit Trail Advisors, LLC | 6,024 | $333.8K | 0.01% | +6,024 | New |
| Siemens Fonds Invest GmbH | 6,036 | $334.5K | 0.02% | +1,008+20.0% | AddedConverted for a 4-for-1 split |
| Cinctive Capital Management LP | 6,036 | $334.5K | 0.02% | +6,036 | New |
| Norden Group LLC | 6,036 | $334.5K | 0.04% | −124−2.0% | ReducedConverted for a 4-for-1 split |
| Aureus Asset Management, LLC | 6,116 | $338.9K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Stephens Inc | 6,120 | $339.1K | 0.00% | −1,628−21.0% | ReducedConverted for a 4-for-1 split |
| IHT Wealth Management, LLC | 6,131 | $339.7K | 0.01% | −349−5.4% | ReducedConverted for a 4-for-1 split |
| Leo Wealth, LLC | 6,220 | $344.6K | 0.03% | +6,220 | New |
| Freestone Capital Holdings, LLC | 6,328 | $350.6K | 0.01% | +280+4.6% | AddedConverted for a 4-for-1 split |
| Fairfield Financial Advisors, LTD | 6,374 | $353.2K | 0.12% | +6,374 | New |
| Sagespring Wealth Partners, LLC | 6,383 | $353.7K | 0.01% | −53−0.8% | ReducedConverted for a 4-for-1 split |
| Seeds Investor LLC | 6,443 | $357.0K | 0.08% | −137−2.1% | ReducedConverted for a 4-for-1 split |
| ABLE Financial Group, LLC | 6,480 | $359.1K | 0.09% | −1,808−21.8% | ReducedConverted for a 4-for-1 split |
| Evergreen Capital Management LLC | 6,484 | $359.3K | 0.01% | −84−1.3% | ReducedConverted for a 4-for-1 split |
| Koshinski Asset Management, Inc. | 6,634 | $367.6K | 0.03% | −2,186−24.8% | ReducedConverted for a 4-for-1 split |
| Pensionmark Financial Group, LLC | 6,650 | $368.5K | 0.01% | +6,650 | New |
| Independent Advisor Alliance | 6,709 | $371.8K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Summit Financial, LLC | 6,778 | $375.6K | 0.01% | +438+6.9% | AddedConverted for a 4-for-1 split |
| Meyer Handelman Co | 6,800 | $376.8K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Skba Capital Management LLC | 6,892 | $381.9K | 0.05% | +108+1.6% | AddedConverted for a 4-for-1 split |
| Nemes Rush Group LLC | 6,897 | $382.2K | 0.04% | −59−0.8% | ReducedConverted for a 4-for-1 split |
| Eqis Capital Management, Inc. | 6,946 | $384.9K | 0.03% | −2,746−28.3% | ReducedConverted for a 4-for-1 split |
| Motley Fool Asset Management LLC | 7,024 | $389.2K | 0.02% | −224−3.1% | ReducedConverted for a 4-for-1 split |
| Alpine Global Management, LLC | 7,028 | $389.4K | 0.09% | +7,028 | New |
| Hudson Bay Capital Management LP | 7,070 | $391.7K | 0.00% | +7,070 | New |
| Leuthold Group, LLC | 7,100 | $393.4K | 0.05% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Brady Martz Wealth Solutions, LLC | 7,164 | $397.0K | 0.08% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Allworth Financial LP | 7,180 | $397.8K | 0.00% | +596+9.1% | AddedConverted for a 4-for-1 split |
| Journey Strategic Wealth LLC | 7,183 | $398.0K | 0.01% | +7,183 | New |
| Farther Finance Advisors, LLC | 7,378 | $408.8K | 0.01% | +4,906+198.5% | AddedConverted for a 4-for-1 split |
| Park Avenue Securities LLC | 7,516 | $416.0K | 0.00% | +7,516 | New |
| UniSuper Management Pty Ltd | 7,600 | $421.1K | 0.00% | −1,200−13.6% | ReducedConverted for a 4-for-1 split |
| Mirae Asset Global ETFs Holdings Ltd. | 7,752 | $427.6K | 0.00% | +3,412+78.6% | AddedConverted for a 4-for-1 split |
| Northwestern Mutual Wealth Management Co | 7,734 | $428.6K | 0.00% | −266−3.3% | ReducedConverted for a 4-for-1 split |
| Capital CS Group, LLC | 7,779 | $431.0K | 0.71% | +7,779 | New |
| Callan Family Office, LLC | 7,812 | $432.9K | 0.01% | +7,812 | New |
| Richard P Slaughter Associates Inc | 7,824 | $433.5K | 0.09% | −7,272−48.2% | ReducedConverted for a 4-for-1 split |
| Axxcess Wealth Management, LLC | 7,953 | $440.7K | 0.01% | −1,179−12.9% | ReducedConverted for a 4-for-1 split |
| 180 Wealth Advisors, LLC | 7,968 | $441.5K | 0.06% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bartlett & Co. Wealth Management LLC | 8,000 | $443.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Great Lakes Advisors, LLC | 8,018 | $444.3K | 0.00% | +8,018 | New |
| Versor Investments LP | 8,132 | $450.6K | 0.08% | +8,132 | New |
| Synergy Financial Group, LTD | 8,176 | $453.0K | 0.33% | −1,864−18.6% | ReducedConverted for a 4-for-1 split |
| Fulton Bank, N.A. | 8,324 | $461.2K | 0.02% | −2,376−22.2% | ReducedConverted for a 4-for-1 split |
| Alps Advisors Inc | 8,332 | $461.7K | 0.00% | +100+1.2% | AddedConverted for a 4-for-1 split |
| Putney Financial Group LLC | 8,440 | $467.7K | 0.47% | −388−4.4% | ReducedConverted for a 4-for-1 split |
| Ritholtz Wealth Management | 8,553 | $473.9K | 0.01% | +605+7.6% | AddedConverted for a 4-for-1 split |
| Laurion Capital Management LP | 8,559 | $474.3K | 0.05% | +8,559 | New |
| Ashton Thomas Private Wealth, LLC | 8,580 | $475.4K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Lido Advisors, LLC | 8,629 | $478.2K | 0.00% | +769+9.8% | AddedConverted for a 4-for-1 split |
| Thrive Wealth Management, LLC | 8,691 | $481.6K | 0.08% | −1,421−14.1% | ReducedConverted for a 4-for-1 split |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,598 | $482.0K | 0.02% | +1,398+43.7% | AddedConverted for a 4-for-1 split |
| Qsemble Capital Management, LP | 8,732 | $483.8K | 0.05% | −221,948−96.2% | ReducedConverted for a 4-for-1 split |
| Wealth Alliance | 8,774 | $486.1K | 0.05% | −1,326−13.1% | ReducedConverted for a 4-for-1 split |
| ArrowMark Colorado Holdings LLC | 8,800 | $487.6K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Abn Amro Investment Solutions | 8,824 | $488.9K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |