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 |
|---|---|---|---|---|---|
| Nomura Holdings Inc | 19,688 | $1.09M | 0.01% | +19,688 | New |
| Altshuler Shaham Ltd | 20,000 | $1.11M | 0.04% | 00.0% | UnchangedConverted for a 4-for-1 split |
| E Fund Management Co., Ltd. | 20,000 | $1.11M | 0.05% | +12,000+150.0% | AddedConverted for a 4-for-1 split |
| Monetta Financial Services Inc | 20,000 | $1.11M | 0.81% | +20,000 | New |
| Ion Asset Management Ltd. | 20,000 | $1.11M | 0.07% | +20,000 | New |
| Illinois Municipal Retirement Fund | 20,100 | $1.11M | 0.02% | −16,588−45.2% | ReducedConverted for a 4-for-1 split |
| Zacks Investment Management | 20,173 | $1.12M | 0.01% | −113,971−85.0% | ReducedConverted for a 4-for-1 split |
| Avantax Advisory Services, Inc. | 20,253 | $1.12M | 0.01% | −4,407−17.9% | ReducedConverted for a 4-for-1 split |
| Maryland State Retirement & Pension System | 20,586 | $1.14M | 0.02% | +854+4.3% | AddedConverted for a 4-for-1 split |
| Guggenheim Capital LLC | 20,693 | $1.15M | 0.01% | −1,891−8.4% | ReducedConverted for a 4-for-1 split |
| Spire Wealth Management | 20,745 | $1.15M | 0.04% | +1,701+8.9% | AddedConverted for a 4-for-1 split |
| Royal London Asset Management Ltd | 21,100 | $1.17M | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Phoenix Holdings Ltd. | 22,080 | $1.17M | 0.02% | +22,080 | New |
| Walleye Trading LLC | 21,351 | $1.18M | 0.03% | −33,553−61.1% | ReducedConverted for a 4-for-1 split |
| Private Advisory Group LLC | 21,359 | $1.18M | 0.11% | +11,131+108.8% | AddedConverted for a 4-for-1 split |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 21,760 | $1.21M | 0.01% | −84,224−79.5% | ReducedConverted for a 4-for-1 split |
| Owls Nest Partners IA, LLC | 22,000 | $1.22M | 0.29% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Northwest Bancshares, Inc. | 22,275 | $1.23M | 0.22% | +22,275 | New |
| Polymer Capital Management (US) LLC | 22,457 | $1.24M | 0.20% | +22,457 | New |
| ProShare Advisors LLC | 22,864 | $1.27M | 0.00% | +4,308+23.2% | AddedConverted for a 4-for-1 split |
| Gulf International Bank (UK) Ltd | 23,068 | $1.28M | 0.05% | +3,696+19.1% | AddedConverted for a 4-for-1 split |
| Gamco Investors, Inc. Et Al | 23,080 | $1.28M | 0.01% | +2,960+14.7% | AddedConverted for a 4-for-1 split |
| SummitTX Capital, L.P. | 23,485 | $1.30M | 0.06% | +23,485 | New |
| Private Advisor Group, LLC | 24,370 | $1.35M | 0.01% | +5,322+27.9% | AddedConverted for a 4-for-1 split |
| Western Financial Corp | 24,398 | $1.35M | 0.72% | +390+1.6% | AddedConverted for a 4-for-1 split |
| AustralianSuper Pty Ltd | 24,472 | $1.36M | 0.01% | +24,472 | New |
| Sound View Wealth Advisors Group, LLC | 24,503 | $1.36M | 0.10% | +24,503 | New |
| Advisors Asset Management, Inc. | 24,585 | $1.36M | 0.02% | +3,461+16.4% | AddedConverted for a 4-for-1 split |
| Caitlin John, LLC | 25,042 | $1.39M | 1.26% | +25,042 | New |
| QRG Capital Management, Inc. | 25,311 | $1.40M | 0.01% | +1,883+8.0% | AddedConverted for a 4-for-1 split |
| Aviso Financial Inc. | 25,405 | $1.41M | 0.06% | −487−1.9% | ReducedConverted for a 4-for-1 split |
| Everence Capital Management Inc | 25,520 | $1.41M | 0.09% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Atomi Financial Group, Inc. | 25,520 | $1.41M | 0.05% | +2,384+10.3% | AddedConverted for a 4-for-1 split |
| Oxford Asset Management LLP | 25,524 | $1.41M | 0.46% | +25,524 | New |
| Gsa Capital Partners LLP | 25,652 | $1.42M | 0.10% | +1,996+8.4% | AddedConverted for a 4-for-1 split |
| Main Management ETF Advisors, LLC | 26,388 | $1.46M | 0.06% | +432+1.7% | AddedConverted for a 4-for-1 split |
| Polianta Ltd | 26,400 | $1.46M | 0.63% | +26,400 | New |
| Candriam Luxembourg S.C.A. | 27,472 | $1.52M | 0.01% | −4,064−12.9% | ReducedConverted for a 4-for-1 split |
| M&T Bank Corp | 27,748 | $1.54M | 0.01% | −2,292−7.6% | ReducedConverted for a 4-for-1 split |
| Mercer Global Advisors Inc | 27,759 | $1.54M | 0.00% | −629−2.2% | ReducedConverted for a 4-for-1 split |
| Bridgeway Capital Management, LLC | 27,800 | $1.54M | 0.04% | −400−1.4% | ReducedConverted for a 4-for-1 split |
| Quadrant Capital Group LLC | 27,926 | $1.55M | 0.06% | +258+0.9% | AddedConverted for a 4-for-1 split |
| Centiva Capital, LP | 27,956 | $1.55M | 0.10% | −16,848−37.6% | ReducedConverted for a 4-for-1 split |
| Gardner Lewis Asset Management L P | 27,960 | $1.55M | 0.39% | −7,920−22.1% | ReducedConverted for a 4-for-1 split |
| Mystic Asset Management, Inc. | 28,200 | $1.56M | 0.38% | 00.0% | UnchangedConverted for a 4-for-1 split |
| MUFG Securities EMEA plc | 28,400 | $1.57M | 0.07% | +28,400 | New |
| Central Trust Co | 28,548 | $1.58M | 0.04% | +1,260+4.6% | AddedConverted for a 4-for-1 split |
| Kestra Advisory Services, LLC | 28,550 | $1.58M | 0.01% | +294+1.0% | AddedConverted for a 4-for-1 split |
| Captrust Financial Advisors | 28,687 | $1.59M | 0.00% | −3,965−12.1% | ReducedConverted for a 4-for-1 split |
| Pinnacle Wealth Management, LLC | 28,688 | $1.59M | 1.33% | +15,540+118.2% | AddedConverted for a 4-for-1 split |
| Kentucky Retirement Systems | 28,761 | $1.59M | 0.05% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Axq Capital, LP | 29,211 | $1.62M | 0.52% | +29,211 | New |
| Virtue Capital Management, LLC | 29,800 | $1.65M | 0.30% | −2,972−9.1% | ReducedConverted for a 4-for-1 split |
| Fragasso Group Inc. | 30,072 | $1.67M | 0.11% | +2,640+9.6% | AddedConverted for a 4-for-1 split |
| Pacer Advisors, Inc. | 30,118 | $1.67M | 0.00% | −10,270−25.4% | ReducedConverted for a 4-for-1 split |
| AE Wealth Management LLC | 30,186 | $1.67M | 0.01% | +930+3.2% | AddedConverted for a 4-for-1 split |
| Crossmark Global Holdings, Inc. | 30,222 | $1.67M | 0.03% | −3,826−11.2% | ReducedConverted for a 4-for-1 split |
| Caldwell Investment Management Ltd. | 30,400 | $1.68M | 1.46% | +3,200+11.8% | AddedConverted for a 4-for-1 split |
| Elo Mutual Pension Insurance Co | 30,938 | $1.71M | 0.03% | −14,106−31.3% | ReducedConverted for a 4-for-1 split |
| Mitchell & Pahl Private Wealth, LLC | 31,248 | $1.73M | 0.76% | +1,336+4.5% | AddedConverted for a 4-for-1 split |
| Davenport & Co LLC | 31,410 | $1.74M | 0.01% | +1,262+4.2% | AddedConverted for a 4-for-1 split |
| Connective Capital Management, LLC | 32,120 | $1.78M | 1.66% | −4,396−12.0% | ReducedConverted for a 4-for-1 split |
| MML Investors Services, LLC | 32,499 | $1.80M | 0.01% | −8,361−20.5% | ReducedConverted for a 4-for-1 split |
| Dumont & Blake Investment Advisors LLC | 32,636 | $1.81M | 0.47% | +528+1.6% | AddedConverted for a 4-for-1 split |
| Virtus Investment Advisers, Inc. | 32,744 | $1.81M | 0.61% | +5,400+19.7% | AddedConverted for a 4-for-1 split |
| Prudential PLC | 32,772 | $1.82M | 0.01% | +720+2.2% | AddedConverted for a 4-for-1 split |
| Vise Technologies, Inc. | 32,808 | $1.82M | 0.08% | +32,808 | New |
| Securian Asset Management, Inc | 33,191 | $1.84M | 0.05% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Steel Peak Wealth Management LLC | 33,361 | $1.85M | 0.07% | −3,827−10.3% | ReducedConverted for a 4-for-1 split |
| Harfst & Associates, Inc. | 33,474 | $1.85M | 0.38% | +18,806+128.2% | AddedConverted for a 4-for-1 split |
| First Citizens Bank & Trust Co | 34,070 | $1.89M | 0.03% | +23,894+234.8% | AddedConverted for a 4-for-1 split |
| Swedbank AB | 34,080 | $1.89M | 0.00% | +34,080 | New |
| The PNC Financial Services Group, Inc. | 34,128 | $1.89M | 0.00% | −260−0.8% | ReducedConverted for a 4-for-1 split |
| Mariner, LLC | 34,377 | $1.90M | 0.00% | −1,647−4.6% | ReducedConverted for a 4-for-1 split |
| Entropy Technologies, LP | 35,055 | $1.94M | 0.15% | +14,691+72.1% | AddedConverted for a 4-for-1 split |
| Brinker Capital Investments, LLC | 35,564 | $1.97M | 0.02% | +13,236+59.3% | AddedConverted for a 4-for-1 split |
| Daiwa Securities Group Inc. | 35,600 | $1.97M | 0.01% | −800−2.2% | ReducedConverted for a 4-for-1 split |
| Inspire Advisors, LLC | 36,495 | $2.02M | 0.21% | +5,531+17.9% | AddedConverted for a 4-for-1 split |
| Vestcor Inc | 36,519 | $2.02M | 0.06% | −1,761−4.6% | ReducedConverted for a 4-for-1 split |
| Acadian Asset Management LLC | 36,767 | $2.04M | 0.00% | +33,087+899.1% | AddedConverted for a 4-for-1 split |
| Cim, LLC | 37,152 | $2.06M | 0.28% | +2,616+7.6% | AddedConverted for a 4-for-1 split |
| Silver Oak Securities, Inc | 37,198 | $2.06M | 0.17% | +1,054+2.9% | AddedConverted for a 4-for-1 split |
| Swiss Life Asset Management Ltd | 38,508 | $2.13M | 0.01% | +12,708+49.3% | AddedConverted for a 4-for-1 split |
| Engineers Gate Manager LP | 39,661 | $2.20M | 0.03% | −167,839−80.9% | ReducedConverted for a 4-for-1 split |
| Ethic Inc. | 40,912 | $2.21M | 0.04% | +2,184+5.6% | AddedConverted for a 4-for-1 split |
| Chase Investment Counsel Corp | 40,000 | $2.22M | 0.71% | −4,000−9.1% | ReducedConverted for a 4-for-1 split |
| Griffin Asset Management, Inc. | 40,284 | $2.23M | 0.26% | +26,684+196.2% | AddedConverted for a 4-for-1 split |
| Sowell Financial Services LLC | 40,491 | $2.24M | 0.09% | −749−1.8% | ReducedConverted for a 4-for-1 split |
| Independent Solutions Wealth Management, LLC | 40,529 | $2.25M | 0.44% | +11,777+41.0% | AddedConverted for a 4-for-1 split |
| Aspire Private Capital, LLC | 40,601 | $2.25M | 0.52% | −619−1.5% | ReducedConverted for a 4-for-1 split |
| Gator Capital Management, LLC | 40,800 | $2.26M | 0.70% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Creative Planning | 40,857 | $2.26M | 0.00% | +425+1.1% | AddedConverted for a 4-for-1 split |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 40,988 | $2.27M | 0.01% | +22,924+126.9% | AddedConverted for a 4-for-1 split |
| WBI Investments | 42,245 | $2.34M | 0.61% | −33,755−44.4% | ReducedConverted for a 4-for-1 split |
| Blackhawk Capital Partners LLC. | 42,519 | $2.36M | 1.09% | −6,713−13.6% | ReducedConverted for a 4-for-1 split |
| Public Employees Retirement Association of Colorado | 43,060 | $2.39M | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Prime Capital Investment Advisors, LLC | 43,178 | $2.39M | 0.03% | +4,498+11.6% | AddedConverted for a 4-for-1 split |
| AQR Capital Management LLC | 43,753 | $2.42M | 0.00% | −11,063−20.2% | ReducedConverted for a 4-for-1 split |
| Fiduciary Family Office, LLC | 44,056 | $2.44M | 0.80% | −14,076−24.2% | ReducedConverted for a 4-for-1 split |
| Mackenzie Financial Corp | 44,495 | $2.47M | 0.00% | +26,075+141.6% | AddedConverted for a 4-for-1 split |