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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 426,960 | $23.7M | 0.04% | +6,240+1.5% | AddedConverted for a 4-for-1 split |
| Barclays PLC | 430,826 | $23.9M | 0.01% | −92,506−17.7% | ReducedConverted for a 4-for-1 split |
| Nearwater Capital Markets, Ltd | 440,000 | $24.4M | 0.39% | +440,000 | New |
| London & Capital Asset Management Ltd | 448,733 | $24.9M | 1.89% | +448,733 | New |
| Weiss Asset Management LP | 449,952 | $24.9M | 0.39% | +449,952 | New |
| Mawer Investment Management Ltd. | 452,048 | $25.0M | 0.13% | −71,356−13.6% | ReducedConverted for a 4-for-1 split |
| Brooktree Capital Management | 501,839 | $27.8M | 18.18% | −4,501−0.9% | ReducedConverted for a 4-for-1 split |
| New York State Common Retirement Fund | 505,808 | $28.0M | 0.04% | +267,000+111.8% | AddedConverted for a 4-for-1 split |
| Robeco Institutional Asset Management B.V. | 516,526 | $28.6M | 0.05% | −22,954−4.3% | ReducedConverted for a 4-for-1 split |
| Great West Life Assurance Co | 556,042 | $30.8M | 0.05% | +18,854+3.5% | AddedConverted for a 4-for-1 split |
| Polar Capital Holdings Plc | 574,476 | $31.8M | 0.17% | +34,292+6.3% | AddedConverted for a 4-for-1 split |
| Alliancebernstein L.P. | 602,977 | $33.4M | 0.01% | +43,917+7.9% | AddedConverted for a 4-for-1 split |
| Ameriprise Financial Inc | 608,247 | $33.7M | 0.01% | −18,285−2.9% | ReducedConverted for a 4-for-1 split |
| Stifel Financial Corp | 619,421 | $34.3M | 0.03% | −23,999−3.7% | ReducedConverted for a 4-for-1 split |
| Treasurer of the State of North Carolina | 651,274 | $36.1M | 0.12% | +424,794+187.6% | AddedConverted for a 4-for-1 split |
| Coronation Fund Managers Ltd. | 656,725 | $36.4M | 1.97% | −130,319−16.6% | ReducedConverted for a 4-for-1 split |
| California State Teachers Retirement System | 666,192 | $36.9M | 0.04% | +151,556+29.4% | AddedConverted for a 4-for-1 split |
| Intech Investment Management LLC | 668,977 | $37.1M | 0.35% | +116,393+21.1% | AddedConverted for a 4-for-1 split |
| Deutsche Bank AG | 670,274 | $37.1M | 0.01% | +104,046+18.4% | AddedConverted for a 4-for-1 split |
| Hudson Way Capital Management LLC | 684,074 | $37.9M | 3.43% | +133,494+24.2% | AddedConverted for a 4-for-1 split |
| LPL Financial LLC | 689,614 | $38.2M | 0.01% | +11,934+1.8% | AddedConverted for a 4-for-1 split |
| National Pension Service | 692,295 | $38.4M | 0.03% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Amundi | 666,333 | $38.8M | 0.01% | +258,097+63.2% | AddedConverted for a 4-for-1 split |
| Jump Financial, LLC | 704,088 | $39.0M | 0.48% | −124,100−15.0% | ReducedConverted for a 4-for-1 split |
| Marathon Asset Mgmt Ltd | 719,904 | $39.9M | 1.28% | −10,248−1.4% | ReducedConverted for a 4-for-1 split |
| PEAK6 LLC | 738,981 | $40.9M | 1.39% | +738,981 | New |
| Federated Hermes, Inc. | 754,113 | $41.8M | 0.08% | −108,683−12.6% | ReducedConverted for a 4-for-1 split |
| Nuveen, LLC | 775,454 | $43.0M | 0.01% | −395,646−33.8% | ReducedConverted for a 4-for-1 split |
| Allspring Global Investments Holdings, LLC | 780,044 | $43.9M | 0.07% | −125,124−13.8% | ReducedConverted for a 4-for-1 split |
| Canada Pension Plan Investment Board | 794,616 | $44.0M | 0.04% | +418,192+111.1% | AddedConverted for a 4-for-1 split |
| Connor, Clark & Lunn Investment Management Ltd. | 796,272 | $44.1M | 0.16% | +138,216+21.0% | AddedConverted for a 4-for-1 split |
| California Public Employees Retirement System | 806,889 | $44.7M | 0.03% | +35,433+4.6% | AddedConverted for a 4-for-1 split |
| Victory Capital Management Inc | 815,397 | $45.2M | 0.03% | +81,805+11.2% | AddedConverted for a 4-for-1 split |
| Allianz Asset Management GmbH | 833,813 | $46.2M | 0.06% | −334,751−28.6% | ReducedConverted for a 4-for-1 split |
| Sumitomo Mitsui Trust Holdings, Inc. | 838,948 | $46.5M | 0.03% | −1,320,932−61.2% | ReducedConverted for a 4-for-1 split |
| RV Capital GmbH | 849,920 | $47.1M | 8.72% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Russell Investments Group, Ltd. | 920,473 | $51.0M | 0.06% | +154,865+20.2% | AddedConverted for a 4-for-1 split |
| Citadel Advisors LLC | 931,799 | $51.6M | 0.04% | −1,720,569−64.9% | ReducedConverted for a 4-for-1 split |
| Envestnet Asset Management Inc | 1,005,043 | $55.7M | 0.02% | −224,001−18.2% | ReducedConverted for a 4-for-1 split |
| Bank of Nova Scotia | 1,009,342 | $55.9M | 0.11% | +948,550+1,560.3% | AddedConverted for a 4-for-1 split |
| Oakcliff Capital Partners, LP | 1,030,740 | $57.1M | 28.54% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Dimensional Fund Advisors LP | 1,033,709 | $57.3M | 0.01% | +27,613+2.7% | AddedConverted for a 4-for-1 split |
| Retirement Systems of Alabama | 1,057,199 | $58.6M | 0.21% | 00.0% | UnchangedConverted for a 4-for-1 split |
| KBC Group NV | 1,075,774 | $59.6M | 0.16% | −1,013,110−48.5% | ReducedConverted for a 4-for-1 split |
| Hengistbury Investment Partners LLP | 1,136,084 | $63.0M | 42.99% | +158,096+16.2% | AddedConverted for a 4-for-1 split |
| Hosking Partners LLP | 1,169,447 | $64.8M | 2.58% | +40,447+3.6% | AddedConverted for a 4-for-1 split |
| Pictet Asset Management Holding SA | 1,200,700 | $66.5M | 0.07% | +484,916+67.7% | AddedConverted for a 4-for-1 split |
| Rhumbline Advisers | 1,273,522 | $70.6M | 0.06% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Goldman Sachs Group Inc | 1,311,355 | $72.7M | 0.01% | −1,077,349−45.1% | ReducedConverted for a 4-for-1 split |
| Trivest Advisors Ltd | 1,317,400 | $73.0M | 2.84% | +1,317,400 | New |
| Principal Financial Group Inc | 1,319,929 | $73.1M | 0.04% | −114,771−8.0% | ReducedConverted for a 4-for-1 split |
| FIL Ltd | 1,323,849 | $73.4M | 0.06% | +7,413+0.6% | AddedConverted for a 4-for-1 split |
| 1832 Asset Management L.P. | 1,414,777 | $78.4M | 0.14% | +371,445+35.6% | AddedConverted for a 4-for-1 split |
| Millennium Management LLC | 1,450,985 | $80.4M | 0.07% | −562,863−27.9% | ReducedConverted for a 4-for-1 split |
| Citigroup Inc | 1,503,620 | $83.3M | 0.06% | 00.0% | UnchangedConverted for a 4-for-1 split |
| First Trust Advisors LP | 1,504,814 | $83.4M | 0.07% | +27,698+1.9% | AddedConverted for a 4-for-1 split |
| Alyeska Investment Group, L.P. | 1,508,103 | $83.6M | 0.30% | +1,508,103 | New |
| Qube Research & Technologies Ltd | 1,518,528 | $84.1M | 0.12% | −1,677,520−52.5% | ReducedConverted for a 4-for-1 split |
| TimesSquare Capital Management, LLC | 1,590,275 | $88.1M | 1.27% | +21,275+1.4% | AddedConverted for a 4-for-1 split |
| Ancient Art, L.P. | 1,643,636 | $91.1M | 29.41% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Legal & General Group Plc | 1,761,844 | $97.6M | 0.02% | +81,604+4.9% | AddedConverted for a 4-for-1 split |
| Empower Advisory Group, LLC | 1,846,846 | $102.3M | 0.31% | +56,242+3.1% | AddedConverted for a 4-for-1 split |
| Renaissance Technologies LLC | 1,978,940 | $109.7M | 0.15% | −858,300−30.3% | ReducedConverted for a 4-for-1 split |
| UBS Group AG | 1,998,659 | $110.7M | 0.02% | +533,779+36.4% | AddedConverted for a 4-for-1 split |
| UBS Asset Management Americas Inc | 2,021,143 | $112.0M | 0.02% | +321,263+18.9% | AddedConverted for a 4-for-1 split |
| Ensign Peak Advisors, Inc | 2,059,466 | $114.1M | 0.20% | +61,066+3.1% | AddedConverted for a 4-for-1 split |
| Raymond James Financial Inc | 2,060,404 | $114.2M | 0.04% | −320,796−13.5% | ReducedConverted for a 4-for-1 split |
| Agf Management Ltd | 2,064,368 | $114.4M | 0.52% | −169,140−7.6% | ReducedConverted for a 4-for-1 split |
| Progeny 3, Inc. | 2,126,460 | $117.8M | 6.61% | +830,400+64.1% | AddedConverted for a 4-for-1 split |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 2,233,727 | $123.8M | 2.12% | +1,441,099+181.8% | AddedConverted for a 4-for-1 split |
| Bronte Capital Management Pty Ltd. | 2,404,649 | $150.1M | 11.79% | +298,313+14.2% | AddedConverted for a 4-for-1 split |
| Bares Capital Management, Inc. | 3,011,100 | $166.8M | 16.20% | −367,048−10.9% | ReducedConverted for a 4-for-1 split |
| Two Sigma Investments, LP | 3,022,728 | $167.5M | 0.30% | +335,324+12.5% | AddedConverted for a 4-for-1 split |
| Bank of New York Mellon Corp | 3,233,651 | $179.2M | 0.03% | −307,733−8.7% | ReducedConverted for a 4-for-1 split |
| Charles Schwab Investment Management Inc | 3,311,299 | $183.5M | 0.03% | −26,253−0.8% | ReducedConverted for a 4-for-1 split |
| Two Sigma Advisers, LP | 3,378,900 | $187.2M | 0.38% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Wells Fargo & Company | 3,427,977 | $189.9M | 0.04% | −51,095−1.5% | ReducedConverted for a 4-for-1 split |
| Northern Trust Corp | 3,687,831 | $204.3M | 0.03% | −123,257−3.2% | ReducedConverted for a 4-for-1 split |
| Royal Bank of Canada | 4,190,258 | $232.2M | 0.05% | +1,760,186+72.4% | AddedConverted for a 4-for-1 split |
| Bamco Inc | 4,198,424 | $232.6M | 0.63% | +542,556+14.8% | AddedConverted for a 4-for-1 split |
| Jarislowsky, Fraser Ltd | 4,216,701 | $233.6M | 1.33% | −57,987−1.4% | ReducedConverted for a 4-for-1 split |
| Waverton Investment Management Ltd | 4,441,243 | $246.1M | 3.39% | +3,651,079+462.1% | AddedConverted for a 4-for-1 split |
| Morgan Stanley | 4,623,068 | $256.2M | 0.02% | +162,480+3.6% | AddedConverted for a 4-for-1 split |
| Neuberger Berman Group LLC | 4,875,777 | $269.4M | 0.21% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Norges Bank | 5,138,107 | $284.7M | 0.04% | −393,125−7.1% | ReducedConverted for a 4-for-1 split |
| Jacobs Levy Equity Management, Inc | 5,396,930 | $299.0M | 1.17% | +476,102+9.7% | AddedConverted for a 4-for-1 split |
| Marshall Wace, LLP | 5,415,370 | $300.1M | 0.36% | +635,742+13.3% | AddedConverted for a 4-for-1 split |
| Invesco Ltd. | 5,444,152 | $301.7M | 0.05% | +983,296+22.0% | AddedConverted for a 4-for-1 split |
| American Century Companies Inc | 5,602,511 | $310.4M | 0.17% | −133,413−2.3% | ReducedConverted for a 4-for-1 split |
| FMR LLC | 6,675,587 | $369.9M | 0.02% | +1,662,183+33.2% | AddedConverted for a 4-for-1 split |
| Geode Capital Management, LLC | 6,682,629 | $371.4M | 0.03% | −2,505,479−27.3% | ReducedConverted for a 4-for-1 split |
| Bank of America Corp | 7,594,906 | $420.8M | 0.03% | −1,735,026−18.6% | ReducedConverted for a 4-for-1 split |
| Egerton Capital (UK) LLP | 8,056,844 | $446.4M | 4.58% | +720,968+9.8% | AddedConverted for a 4-for-1 split |
| Wellington Management Group LLP | 9,270,551 | $513.7M | 0.09% | +5,335,927+135.6% | AddedConverted for a 4-for-1 split |
| Orbis Allan Gray Ltd | 9,740,072 | $539.7M | 2.62% | −4,233,356−30.3% | ReducedConverted for a 4-for-1 split |
| JPMorgan Chase & Co | 10,148,398 | $562.3M | 0.04% | −2,238,466−18.1% | ReducedConverted for a 4-for-1 split |
| Greenwich Wealth Management LLC | 10,864,532 | $602.0M | 29.22% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Kayne Anderson Rudnick Investment Management LLC | 12,490,101 | $692.1M | 1.65% | −193,015−1.5% | ReducedConverted for a 4-for-1 split |
| Cantillon Capital Management LLC | 12,803,631 | $709.4M | 4.10% | −371,673−2.8% | ReducedConverted for a 4-for-1 split |
| State Street Corp | 15,131,029 | $838.4M | 0.03% | 00.0% | UnchangedConverted for a 4-for-1 split |