Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 802 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ2 2025: $20.9B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
AIA Group Ltd44,500$2.47M0.05%+44,500New
NWF Advisory Services Inc.45,306$2.51M0.30%+45,306New
SG Americas Securities, LLC45,434$2.52M0.01%−42,014−48.0%ReducedConverted for a 4-for-1 split
OP Asset Management Ltd46,500$2.58M0.04%+3,320+7.7%AddedConverted for a 4-for-1 split
Franklin Resources Inc46,710$2.59M0.00%−282−0.6%ReducedConverted for a 4-for-1 split
Eagle Strategies LLC46,764$2.59M0.39%+21,028+81.7%AddedConverted for a 4-for-1 split
Insight Wealth Strategies, LLC46,273$2.61M0.33%−11,643−20.1%ReducedConverted for a 4-for-1 split
Quantinno Capital Management LP48,675$2.70M0.01%+21,335+78.0%AddedConverted for a 4-for-1 split
State of Alaska, Department of Revenue49,024$2.72M0.03%−2,000−3.9%ReducedConverted for a 4-for-1 split
D. E. Shaw & Co., Inc.49,636$2.75M0.00%−36,284−42.2%ReducedConverted for a 4-for-1 split
Toroso Investments, LLC49,966$2.77M0.02%−12,798−20.4%ReducedConverted for a 4-for-1 split
Banco BTG Pactual S.A.50,000$2.77M0.56%+50,000New
Arkadios Wealth Advisors50,700$2.81M0.08%+26,176+106.7%AddedConverted for a 4-for-1 split
Dark Forest Capital Management LP51,435$2.85M0.11%+17,587+52.0%AddedConverted for a 4-for-1 split
Polymer Capital Management (HK) LTD51,600$2.86M0.45%+51,600New
Capital Fund Management S.A.51,679$2.86M0.03%−28,577−35.6%ReducedConverted for a 4-for-1 split
Pathstone Holdings, LLC51,778$2.87M0.01%−2,910−5.3%ReducedConverted for a 4-for-1 split
Bellwether Advisors, LLC52,202$2.89M0.49%+51,414+6,524.6%AddedConverted for a 4-for-1 split
Compagnie Lombard Odier SCmA52,211$2.89M0.04%+51,171+4,920.3%AddedConverted for a 4-for-1 split
State of Wyoming52,384$2.90M0.35%+52,384New
Janus Henderson Group PLC52,452$2.91M0.00%+12,056+29.8%AddedConverted for a 4-for-1 split
Interval Partners, LP52,739$2.92M0.07%+52,739New
Vident Advisory, LLC53,239$2.95M0.03%+14,327+36.8%AddedConverted for a 4-for-1 split
Cresset Asset Management, LLC53,909$2.99M0.01%+31,549+141.1%AddedConverted for a 4-for-1 split
Envestnet Portfolio Solutions, Inc.54,783$3.04M0.01%+19,991+57.5%AddedConverted for a 4-for-1 split
Nissay Asset Management Corp54,904$3.04M0.02%+2,688+5.1%AddedConverted for a 4-for-1 split
Quantbot Technologies LP55,451$3.07M0.08%−277,857−83.4%ReducedConverted for a 4-for-1 split
JustInvest LLC55,982$3.10M0.04%+650+1.2%AddedConverted for a 4-for-1 split
Militia Capital Partners, LP56,000$3.10M1.46%−56,000−50.0%ReducedConverted for a 4-for-1 split
Prudential Financial Inc56,996$3.16M0.00%+8,352+17.2%AddedConverted for a 4-for-1 split
Advisor Group Holdings, Inc.57,017$3.16M0.01%+2,361+4.3%AddedConverted for a 4-for-1 split
Wiley Bros.-Aintree Capital, LLC57,865$3.20M0.02%+6,325+12.3%AddedConverted for a 4-for-1 split
Freedom Day Solutions, LLC57,797$3.20M0.95%−819−1.4%ReducedConverted for a 4-for-1 split
O'Shaughnessy Asset Management, LLC57,994$3.21M0.02%+5,298+10.1%AddedConverted for a 4-for-1 split
Massachusetts Financial Services Co58,092$3.22M0.00%00.0%UnchangedConverted for a 4-for-1 split
Pinebridge Investments, L.P.58,276$3.23M0.03%−32,228−35.6%ReducedConverted for a 4-for-1 split
Vontobel Holding Ltd.59,191$3.28M0.01%+19,231+48.1%AddedConverted for a 4-for-1 split
Sumitomo Life Insurance Co59,232$3.28M0.22%−1,628−2.7%ReducedConverted for a 4-for-1 split
TD Private Client Wealth LLC60,116$3.33M0.08%−15,552−20.6%ReducedConverted for a 4-for-1 split
CIBC World Markets Inc.61,107$3.39M0.01%+5,607+10.1%AddedConverted for a 4-for-1 split
Eisler Capital Management Ltd.62,285$3.45M0.12%+62,285New
US Bancorp62,507$3.46M0.00%−3,165−4.8%ReducedConverted for a 4-for-1 split
Aquatic Capital Management LLC63,049$3.49M0.07%−458,567−87.9%ReducedConverted for a 4-for-1 split
Police & Firemen's Retirement System of New Jersey64,466$3.57M0.03%+2,790+4.5%AddedConverted for a 4-for-1 split
Holocene Advisors, LP64,479$3.57M0.01%+64,479New
CBOE Vest Financial, LLC64,862$3.59M0.05%+29,626+84.1%AddedConverted for a 4-for-1 split
S&CO Inc64,920$3.60M0.23%+2,800+4.5%AddedConverted for a 4-for-1 split
Nordea Investment Management AB66,468$3.64M0.00%−12,160−15.5%ReducedConverted for a 4-for-1 split
Panagora Asset Management Inc66,084$3.66M0.02%+47,624+258.0%AddedConverted for a 4-for-1 split
Teacher Retirement System of Texas66,168$3.67M0.02%+2,504+3.9%AddedConverted for a 4-for-1 split
Fulcrum Asset Management LLP67,872$3.76M1.07%+67,872New
Mediolanum International Funds Ltd69,720$3.76M0.05%+69,720New
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main68,368$3.79M0.00%−6,008−8.1%ReducedConverted for a 4-for-1 split
British Columbia Investment Management Corp68,548$3.80M0.02%−14,740−17.7%ReducedConverted for a 4-for-1 split
New Age Alpha Advisors, LLC68,638$3.80M0.17%−20,502−23.0%ReducedConverted for a 4-for-1 split
National Bank of Canada69,108$3.83M0.00%+34,584+100.2%AddedConverted for a 4-for-1 split
Stanley-Laman Group, Ltd.69,162$3.83M0.57%−6,274−8.3%ReducedConverted for a 4-for-1 split
Utah Retirement Systems69,812$3.87M0.04%00.0%UnchangedConverted for a 4-for-1 split
Sanctuary Advisors, LLC70,569$3.91M0.02%−9,435−11.8%ReducedConverted for a 4-for-1 split
Himension Fund70,707$3.92M0.31%−15,545−18.0%ReducedConverted for a 4-for-1 split
Illumine Investment Management, LLC71,717$3.97M3.16%+505+0.7%AddedConverted for a 4-for-1 split
CI Private Wealth, LLC71,724$3.97M0.01%+11,692+19.5%AddedConverted for a 4-for-1 split
TCW Group Inc71,745$3.98M0.03%−4,375−5.7%ReducedConverted for a 4-for-1 split
Commonwealth Equity Services, LLC72,078$3.99M0.01%−10,146−12.3%ReducedConverted for a 4-for-1 split
EULAV Asset Management73,156$4.05M0.10%−22,844−23.8%ReducedConverted for a 4-for-1 split
Federation des caisses Desjardins du Quebec73,487$4.07M0.02%+1,795+2.5%AddedConverted for a 4-for-1 split
Xponance, Inc.75,446$4.18M0.03%+2,546+3.5%AddedConverted for a 4-for-1 split
Voya Investment Management LLC75,526$4.18M0.00%−558,182−88.1%ReducedConverted for a 4-for-1 split
Epacria Capital Partners, LLC76,000$4.21M3.52%00.0%UnchangedConverted for a 4-for-1 split
Parallax Volatility Advisers, L.P.76,455$4.24M0.17%+69,247+960.7%AddedConverted for a 4-for-1 split
USS Investment Management Ltd76,720$4.25M0.03%−3,924−4.9%ReducedConverted for a 4-for-1 split
Investment Management Corp of Ontario76,732$4.25M0.06%+43,992+134.4%AddedConverted for a 4-for-1 split
Kennondale Capital Management LLC77,675$4.30M4.39%00.0%UnchangedConverted for a 4-for-1 split
DnB Asset Management AS78,782$4.37M0.02%+1,366+1.8%AddedConverted for a 4-for-1 split
Jain Global LLC79,962$4.43M0.07%+18,846+30.8%AddedConverted for a 4-for-1 split
Toronto Dominion Bank81,822$4.53M0.01%+13,386+19.6%AddedConverted for a 4-for-1 split
Avenir Tech Ltd82,016$4.54M0.39%+82,016New
Uncommon Cents Investing LLC83,520$4.63M1.24%+15,040+22.0%AddedConverted for a 4-for-1 split
Mn Services Vermogensbeheer B.V.83,600$4.63M0.03%+83,600New
Ameritas Investment Partners, Inc.84,622$4.69M0.15%−1,070−1.2%ReducedConverted for a 4-for-1 split
Handelsbanken Fonder AB84,893$4.70M0.02%−153,451−64.4%ReducedConverted for a 4-for-1 split
Munro Partners86,740$4.81M0.15%+17,220+24.8%AddedConverted for a 4-for-1 split
Skandinaviska Enskilda Banken AB (publ)87,600$4.85M0.02%−6,000−6.4%ReducedConverted for a 4-for-1 split
Point72 Europe (London) LLP87,600$4.85M0.25%+21,200+31.9%AddedConverted for a 4-for-1 split
New Mexico Educational Retirement Board88,912$4.93M0.16%00.0%UnchangedConverted for a 4-for-1 split
IFM Investors Pty Ltd89,352$4.95M0.05%00.0%UnchangedConverted for a 4-for-1 split
Oregon Public Employees Retirement Fund89,400$4.95M0.09%+1,100+1.2%AddedConverted for a 4-for-1 split
Marvin & Palmer Associates Inc90,340$5.01M4.29%+90,340New
TD Waterhouse Canada Inc.89,734$5.05M0.04%−54,506−37.8%ReducedConverted for a 4-for-1 split
Forsta Ap-Fonden91,600$5.08M0.03%−102,800−52.9%ReducedConverted for a 4-for-1 split
CWA Asset Management Group, LLC92,111$5.10M0.22%−3,937−4.1%ReducedConverted for a 4-for-1 split
LMR Partners LLP95,380$5.29M0.08%+95,380New
Zurcher Kantonalbank (Zurich Cantonalbank)95,636$5.30M0.01%+2,428+2.6%AddedConverted for a 4-for-1 split
Atria Investments LLC95,979$5.32M0.06%−24,361−20.2%ReducedConverted for a 4-for-1 split
Man Group plc96,448$5.34M0.01%+7,564+8.5%AddedConverted for a 4-for-1 split
South Dakota Investment Council97,135$5.38M0.10%00.0%UnchangedConverted for a 4-for-1 split
Northwestern Mutual Investment Management Company, LLC97,311$5.39M0.08%00.0%UnchangedConverted for a 4-for-1 split
Bank of Montreal100,247$5.55M0.00%−4,113−3.9%ReducedConverted for a 4-for-1 split
Thrivent Financial for Lutherans102,619$5.69M0.01%−11,349−10.0%ReducedConverted for a 4-for-1 split
Resources Investment Advisors, LLC.102,860$5.70M0.06%−6,828−6.2%ReducedConverted for a 4-for-1 split