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 |
|---|---|---|---|---|---|
| NWF Advisory Services Inc. | 45,306 | $2.51M | 0.30% | +45,306 | New |
| AIA Group Ltd | 44,500 | $2.47M | 0.05% | +44,500 | New |
| Mackenzie Financial Corp | 44,495 | $2.47M | 0.00% | +26,075+141.6% | AddedConverted 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 |
| AQR Capital Management LLC | 43,753 | $2.42M | 0.00% | −11,063−20.2% | ReducedConverted 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 |
| Public Employees Retirement Association of Colorado | 43,060 | $2.39M | 0.01% | 00.0% | UnchangedConverted 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 |
| WBI Investments | 42,245 | $2.34M | 0.61% | −33,755−44.4% | ReducedConverted 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 |
| Creative Planning | 40,857 | $2.26M | 0.00% | +425+1.1% | AddedConverted 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 |
| Aspire Private Capital, LLC | 40,601 | $2.25M | 0.52% | −619−1.5% | 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 |
| Sowell Financial Services LLC | 40,491 | $2.24M | 0.09% | −749−1.8% | 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 |
| Chase Investment Counsel Corp | 40,000 | $2.22M | 0.71% | −4,000−9.1% | 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 |
| Engineers Gate Manager LP | 39,661 | $2.20M | 0.03% | −167,839−80.9% | ReducedConverted 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 |
| Silver Oak Securities, Inc | 37,198 | $2.06M | 0.17% | +1,054+2.9% | 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 |
| Acadian Asset Management LLC | 36,767 | $2.04M | 0.00% | +33,087+899.1% | 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 |
| Inspire Advisors, LLC | 36,495 | $2.02M | 0.21% | +5,531+17.9% | 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 |
| Brinker Capital Investments, LLC | 35,564 | $1.97M | 0.02% | +13,236+59.3% | AddedConverted 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 |
| Mariner, LLC | 34,377 | $1.90M | 0.00% | −1,647−4.6% | ReducedConverted for a 4-for-1 split |
| The PNC Financial Services Group, Inc. | 34,128 | $1.89M | 0.00% | −260−0.8% | ReducedConverted for a 4-for-1 split |
| Swedbank AB | 34,080 | $1.89M | 0.00% | +34,080 | New |
| First Citizens Bank & Trust Co | 34,070 | $1.89M | 0.03% | +23,894+234.8% | AddedConverted 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 |
| Steel Peak Wealth Management LLC | 33,361 | $1.85M | 0.07% | −3,827−10.3% | ReducedConverted for a 4-for-1 split |
| Securian Asset Management, Inc | 33,191 | $1.84M | 0.05% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Vise Technologies, Inc. | 32,808 | $1.82M | 0.08% | +32,808 | New |
| Prudential PLC | 32,772 | $1.82M | 0.01% | +720+2.2% | 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 |
| Dumont & Blake Investment Advisors LLC | 32,636 | $1.81M | 0.47% | +528+1.6% | AddedConverted 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 |
| Connective Capital Management, LLC | 32,120 | $1.78M | 1.66% | −4,396−12.0% | ReducedConverted 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 |
| Mitchell & Pahl Private Wealth, LLC | 31,248 | $1.73M | 0.76% | +1,336+4.5% | 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 |
| Caldwell Investment Management Ltd. | 30,400 | $1.68M | 1.46% | +3,200+11.8% | 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 |
| AE Wealth Management LLC | 30,186 | $1.67M | 0.01% | +930+3.2% | 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 |
| Fragasso Group Inc. | 30,072 | $1.67M | 0.11% | +2,640+9.6% | AddedConverted for a 4-for-1 split |
| Virtue Capital Management, LLC | 29,800 | $1.65M | 0.30% | −2,972−9.1% | ReducedConverted for a 4-for-1 split |
| Axq Capital, LP | 29,211 | $1.62M | 0.52% | +29,211 | New |
| Kentucky Retirement Systems | 28,761 | $1.59M | 0.05% | 00.0% | UnchangedConverted 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 |
| Captrust Financial Advisors | 28,687 | $1.59M | 0.00% | −3,965−12.1% | ReducedConverted 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 |
| Central Trust Co | 28,548 | $1.58M | 0.04% | +1,260+4.6% | AddedConverted for a 4-for-1 split |
| MUFG Securities EMEA plc | 28,400 | $1.57M | 0.07% | +28,400 | New |
| Mystic Asset Management, Inc. | 28,200 | $1.56M | 0.38% | 00.0% | UnchangedConverted 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 |
| Centiva Capital, LP | 27,956 | $1.55M | 0.10% | −16,848−37.6% | 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 |
| Bridgeway Capital Management, LLC | 27,800 | $1.54M | 0.04% | −400−1.4% | 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 |
| M&T Bank Corp | 27,748 | $1.54M | 0.01% | −2,292−7.6% | ReducedConverted for a 4-for-1 split |
| Candriam Luxembourg S.C.A. | 27,472 | $1.52M | 0.01% | −4,064−12.9% | ReducedConverted 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 |
| Gsa Capital Partners LLP | 25,652 | $1.42M | 0.10% | +1,996+8.4% | AddedConverted for a 4-for-1 split |
| Oxford Asset Management LLP | 25,524 | $1.41M | 0.46% | +25,524 | New |
| Atomi Financial Group, Inc. | 25,520 | $1.41M | 0.05% | +2,384+10.3% | AddedConverted 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 |
| Aviso Financial Inc. | 25,405 | $1.41M | 0.06% | −487−1.9% | ReducedConverted for a 4-for-1 split |
| QRG Capital Management, Inc. | 25,311 | $1.40M | 0.01% | +1,883+8.0% | AddedConverted for a 4-for-1 split |
| Caitlin John, LLC | 25,042 | $1.39M | 1.26% | +25,042 | New |
| Advisors Asset Management, Inc. | 24,585 | $1.36M | 0.02% | +3,461+16.4% | AddedConverted for a 4-for-1 split |
| Sound View Wealth Advisors Group, LLC | 24,503 | $1.36M | 0.10% | +24,503 | New |
| AustralianSuper Pty Ltd | 24,472 | $1.36M | 0.01% | +24,472 | New |
| Western Financial Corp | 24,398 | $1.35M | 0.72% | +390+1.6% | AddedConverted for a 4-for-1 split |
| Private Advisor Group, LLC | 24,370 | $1.35M | 0.01% | +5,322+27.9% | AddedConverted for a 4-for-1 split |
| SummitTX Capital, L.P. | 23,485 | $1.30M | 0.06% | +23,485 | New |
| Gamco Investors, Inc. Et Al | 23,080 | $1.28M | 0.01% | +2,960+14.7% | 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 |
| ProShare Advisors LLC | 22,864 | $1.27M | 0.00% | +4,308+23.2% | AddedConverted for a 4-for-1 split |
| Polymer Capital Management (US) LLC | 22,457 | $1.24M | 0.20% | +22,457 | New |
| Northwest Bancshares, Inc. | 22,275 | $1.23M | 0.22% | +22,275 | New |
| Owls Nest Partners IA, LLC | 22,000 | $1.22M | 0.29% | 00.0% | UnchangedConverted 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 |
| Private Advisory Group LLC | 21,359 | $1.18M | 0.11% | +11,131+108.8% | AddedConverted for a 4-for-1 split |
| Walleye Trading LLC | 21,351 | $1.18M | 0.03% | −33,553−61.1% | ReducedConverted for a 4-for-1 split |
| Phoenix Holdings Ltd. | 22,080 | $1.17M | 0.02% | +22,080 | New |
| Royal London Asset Management Ltd | 21,100 | $1.17M | 0.00% | 00.0% | UnchangedConverted 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 |
| Guggenheim Capital LLC | 20,693 | $1.15M | 0.01% | −1,891−8.4% | 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 |
| Avantax Advisory Services, Inc. | 20,253 | $1.12M | 0.01% | −4,407−17.9% | 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 |
| Illinois Municipal Retirement Fund | 20,100 | $1.11M | 0.02% | −16,588−45.2% | ReducedConverted for a 4-for-1 split |
| 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 |