Skip to main content

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
Barclays PLC430,826$23.9M0.01%−92,506−17.7%ReducedConverted for a 4-for-1 split
State Board of Administration of Florida Retirement System426,960$23.7M0.04%+6,240+1.5%AddedConverted for a 4-for-1 split
Firetrail Investments Pty Ltd421,471$23.3M6.07%−7,729−1.8%ReducedConverted for a 4-for-1 split
Trexquant Investment LP405,211$22.5M0.25%−64,281−13.7%ReducedConverted for a 4-for-1 split
Verition Fund Management LLC404,962$22.4M0.13%−398,454−49.6%ReducedConverted for a 4-for-1 split
Natixis404,557$22.4M0.11%+401,445+12,899.9%AddedConverted for a 4-for-1 split
Gabelli Funds LLC401,765$22.3M0.16%+25,101+6.7%AddedConverted for a 4-for-1 split
Lansing Management LP399,736$22.1M15.18%00.0%UnchangedConverted for a 4-for-1 split
Storebrand Asset Management AS394,649$21.9M0.06%+33,457+9.3%AddedConverted for a 4-for-1 split
Dana Investment Advisors, Inc.386,880$21.4M0.71%−36,840−8.7%ReducedConverted for a 4-for-1 split
Prana Capital Management, LP385,087$21.3M0.77%+153,427+66.2%AddedConverted for a 4-for-1 split
Tairen Capital Ltd383,600$21.3M2.17%−14,800−3.7%ReducedConverted for a 4-for-1 split
Winton Group Ltd381,330$21.1M1.08%+355,458+1,373.9%AddedConverted for a 4-for-1 split
Price T Rowe Associates Inc374,155$20.7M0.00%+16,867+4.7%AddedConverted for a 4-for-1 split
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.374,008$20.7M0.02%+30,196+8.8%AddedConverted for a 4-for-1 split
HRT Financial LP345,486$19.1M0.08%−162,670−32.0%ReducedConverted for a 4-for-1 split
Rovida Investment Management Ltd340,000$18.8M3.49%00.0%UnchangedConverted for a 4-for-1 split
Winmill & Co. Inc327,200$18.1M5.04%00.0%UnchangedConverted for a 4-for-1 split
Quinn Opportunity Partners LLC311,000$17.2M1.48%−171,192−35.5%ReducedConverted for a 4-for-1 split
New York State Teachers Retirement System309,548$17.2M0.04%00.0%UnchangedConverted for a 4-for-1 split
Wealth Enhancement Advisory Services, LLC290,303$16.8M0.03%+96,847+50.1%AddedConverted for a 4-for-1 split
Jane Street Group, LLC290,532$16.1M0.03%−389,688−57.3%ReducedConverted for a 4-for-1 split
Stony Point Capital LLC286,991$15.9M1.26%−424,609−59.7%ReducedConverted for a 4-for-1 split
Universal- Beteiligungs- und Servicegesellschaft mbH286,470$15.9M0.03%+33,530+13.3%AddedConverted for a 4-for-1 split
O'Brien Greene & Co. Inc281,689$15.6M5.11%−9,223−3.2%ReducedConverted for a 4-for-1 split
Public Employees Retirement System of Ohio281,554$15.6M0.05%+55,066+24.3%AddedConverted for a 4-for-1 split
Aviva PLC269,540$14.9M0.03%+269,540New
BNP Paribas Arbitrage, SA265,426$14.7M0.01%−79,534−23.1%ReducedConverted for a 4-for-1 split
Manufacturers Life Insurance Company, The263,907$14.6M0.01%−3,741−1.4%ReducedConverted for a 4-for-1 split
Alden Global Capital LLC260,640$14.4M8.89%+260,640New
State of Wisconsin Investment Board254,588$14.1M0.03%−43,104−14.5%ReducedConverted for a 4-for-1 split
Cercano Management LLC248,179$13.8M0.39%−100,593−28.8%ReducedConverted for a 4-for-1 split
SEI Investments Co245,924$13.6M0.02%+47,208+23.8%AddedConverted for a 4-for-1 split
Premier Fund Managers Ltd246,000$13.3M0.48%+246,000New
HighTower Advisors, LLC235,820$13.1M0.02%+32,520+16.0%AddedConverted for a 4-for-1 split
MetLife Investment Management235,515$13.0M0.08%−6,093−2.5%ReducedConverted for a 4-for-1 split
Twin Tree Management, LP224,810$12.5M0.31%+54,414+31.9%AddedConverted for a 4-for-1 split
Sumitomo Mitsui DS Asset Management Company, Ltd222,526$12.3M0.11%−3,062−1.4%ReducedConverted for a 4-for-1 split
Janney Montgomery Scott LLC222,150$12.3M0.03%−72,930−24.7%ReducedConverted for a 4-for-1 split
Mutual of America Capital Management LLC216,743$12.0M0.13%−7,409−3.3%ReducedConverted for a 4-for-1 split
Cozad Asset Management Inc216,342$12.0M1.05%+10,622+5.2%AddedConverted for a 4-for-1 split
CWM Advisors, LLC215,690$12.0M1.30%+26,326+13.9%AddedConverted for a 4-for-1 split
Nomura Asset Management Co Ltd213,264$11.8M0.03%00.0%UnchangedConverted for a 4-for-1 split
One Madison Group LLC204,000$11.3M1.19%−36,000−15.0%ReducedConverted for a 4-for-1 split
Truist Financial Corp202,665$11.2M0.02%−37,347−15.6%ReducedConverted for a 4-for-1 split
Amalgamated Bank199,346$11.0M0.09%00.0%UnchangedConverted for a 4-for-1 split
Edgestream Partners, L.P.194,008$10.7M0.30%+140,956+265.7%AddedConverted for a 4-for-1 split
Mitsubishi UFJ Trust & Banking Corp193,841$10.7M0.02%−4,907−2.5%ReducedConverted for a 4-for-1 split
Horizon Investments, LLC193,789$10.7M0.17%+193,673+166,959.5%AddedConverted for a 4-for-1 split
HSBC Holdings PLC194,555$10.7M0.01%−72,737−27.2%ReducedConverted for a 4-for-1 split
W.G. Shaheen & Associates DBA Whitney & Co187,581$10.4M1.03%+1,261+0.7%AddedConverted for a 4-for-1 split
Natixis Advisors, L.P.186,980$10.4M0.02%+92,852+98.6%AddedConverted for a 4-for-1 split
Emmett Investment Management, LP183,880$10.4M8.21%−2,820−1.5%ReducedConverted for a 4-for-1 split
Harbor Advisors LLC186,832$10.4M1.69%00.0%UnchangedConverted for a 4-for-1 split
State of Tennessee, Treasury Department176,648$9.79M0.04%00.0%UnchangedConverted for a 4-for-1 split
Thompson Siegel & Walmsley LLC176,356$9.77M0.16%+148,756+539.0%AddedConverted for a 4-for-1 split
Danske Bank A/S171,908$9.53M0.02%+51,108+42.3%AddedConverted for a 4-for-1 split
Comerica Bank170,809$9.46M0.04%+6,281+3.8%AddedConverted for a 4-for-1 split
Asset Management One Co.,Ltd.164,913$9.14M0.03%−3,931−2.3%ReducedConverted for a 4-for-1 split
Union Bancaire Privee, UBP SA201,104$9.12M0.15%+76,768+61.7%AddedConverted for a 4-for-1 split
Macquarie Group Ltd162,453$9.00M0.01%+11,429+7.6%AddedConverted for a 4-for-1 split
Schonfeld Strategic Advisors LLC162,454$9.00M0.07%−142,766−46.8%ReducedConverted for a 4-for-1 split
Picton Mahoney Asset Management159,807$8.86M0.12%−35,361−18.1%ReducedConverted for a 4-for-1 split
Martingale Asset Management L P158,628$8.79M0.22%−131,100−45.2%ReducedConverted for a 4-for-1 split
Cetera Investment Advisers154,242$8.55M0.01%−3,046−1.9%ReducedConverted for a 4-for-1 split
Caisse de Depot Et Placement du Quebec152,281$8.44M0.02%+16,165+11.9%AddedConverted for a 4-for-1 split
Korea Investment CORP151,072$8.37M0.02%−49,700−24.8%ReducedConverted for a 4-for-1 split
KLP Kapitalforvaltning AS148,800$8.25M0.04%+2,800+1.9%AddedConverted for a 4-for-1 split
Scotia Capital Inc.148,509$8.23M0.04%−27,303−15.5%ReducedConverted for a 4-for-1 split
Yousif Capital Management, LLC147,652$8.18M0.09%−2,036−1.4%ReducedConverted for a 4-for-1 split
State of New Jersey Common Pension Fund D146,944$8.14M0.03%00.0%UnchangedConverted for a 4-for-1 split
SkyView Investment Advisors, LLC148,163$8.03M1.15%00.0%UnchangedConverted for a 4-for-1 split
Fifth Third Bancorp144,433$8.00M0.03%−126,827−46.8%ReducedConverted for a 4-for-1 split
NewEdge Wealth, LLC123,853$7.96M0.12%−33,991−21.5%ReducedConverted for a 4-for-1 split
Ibex Wealth Advisors141,706$7.85M0.84%+3,134+2.3%AddedConverted for a 4-for-1 split
Lord, Abbett & Co. LLC137,717$7.63M0.02%+8,445+6.5%AddedConverted for a 4-for-1 split
Empowered Funds, LLC137,469$7.62M0.09%−19,055−12.2%ReducedConverted for a 4-for-1 split
Resona Asset Management Co.,Ltd.137,224$7.58M0.04%+5,696+4.3%AddedConverted for a 4-for-1 split
Teachers Retirement System of the State of Kentucky133,880$7.42M0.06%+6,800+5.4%AddedConverted for a 4-for-1 split
Steward Partners Investment Advisory, LLC133,148$7.38M0.06%+28,776+27.6%AddedConverted for a 4-for-1 split
STRS Ohio132,459$7.34M0.03%+96,395+267.3%AddedConverted for a 4-for-1 split
Lansforsakringar Fondforvaltning AB (publ)131,848$7.31M0.04%+131,848New
Evelyn Partners Investment Management LLP131,042$7.26M0.22%+8,546+7.0%AddedConverted for a 4-for-1 split
Aware Super Pty Ltd as trustee of Aware Super127,888$7.09M0.10%+102,736+408.5%AddedConverted for a 4-for-1 split
Arizona State Retirement System127,160$7.05M0.04%+1,268+1.0%AddedConverted for a 4-for-1 split
Vestmark Advisory Solutions, Inc.124,119$6.88M0.10%−190,793−60.6%ReducedConverted for a 4-for-1 split
Louisiana State Employees Retirement System122,600$6.79M0.12%00.0%UnchangedConverted for a 4-for-1 split
AWH Capital, L.P.116,380$6.45M7.52%00.0%UnchangedConverted for a 4-for-1 split
Susquehanna International Group, LLP116,353$6.45M0.01%−438,719−79.0%ReducedConverted for a 4-for-1 split
Andra AP-fonden112,208$6.22M0.09%00.0%UnchangedConverted for a 4-for-1 split
Commonwealth of Pennsylvania Public School Empls Retrmt Sys111,979$6.20M0.03%+7,871+7.6%AddedConverted for a 4-for-1 split
Prescott Group Capital Management, L.L.C.111,676$6.19M0.73%00.0%UnchangedConverted for a 4-for-1 split
Lighthouse Investment Partners, LLC110,874$6.14M0.27%+110,874New
Moran Wealth Management, LLC110,374$6.12M0.19%+110,374New
Gotham Asset Management, LLC109,716$6.08M0.04%00.0%UnchangedConverted for a 4-for-1 split
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund109,700$6.08M0.06%+8,100+8.0%AddedConverted for a 4-for-1 split
Wealthfront Advisers LLC109,431$6.06M0.02%+8,219+8.1%AddedConverted for a 4-for-1 split
Baird Financial Group, Inc.109,207$6.05M0.01%+88,807+435.3%AddedConverted for a 4-for-1 split
Banco Bilbao Vizcaya Argentaria, S.A.105,924$5.87M0.05%−2,440−2.3%ReducedConverted for a 4-for-1 split
Brevan Howard Capital Management LP105,186$5.83M0.06%+55,554+111.9%AddedConverted for a 4-for-1 split