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
Ion Asset Management Ltd.20,000$1.11M0.07%+20,000New
Nomura Holdings Inc19,688$1.09M0.01%+19,688New
Pullen Investment Management, LLC19,548$1.08M0.65%00.0%UnchangedConverted for a 4-for-1 split
AG2R la Mondiale Gestion D'Actifs19,344$1.07M0.06%−748−3.7%ReducedConverted for a 4-for-1 split
Whalen Wealth Management Inc.19,278$1.07M0.67%+19,278New
Lombard Odier Asset Management (Switzerland) SA19,229$1.07M0.05%+19,229New
Jones Financial Companies LLLP19,641$1.06M0.00%+7,205+57.9%AddedConverted for a 4-for-1 split
Dai-Ichi Life Insurance Company, Ltd18,952$1.05M0.03%+18,952New
Heartland Advisors Inc18,908$1.05M0.06%−7,044−27.1%ReducedConverted for a 4-for-1 split
Equitable Holdings, Inc.18,671$1.03M0.01%+12,251+190.8%AddedConverted for a 4-for-1 split
Tower Research Capital LLC (TRC)18,586$1.03M0.03%−3,130−14.4%ReducedConverted for a 4-for-1 split
Mainstream Capital Management LLC18,372$1.02M0.74%+1,168+6.8%AddedConverted for a 4-for-1 split
Jefferies Financial Group Inc.18,348$1.02M0.02%−13,956−43.2%ReducedConverted for a 4-for-1 split
Baader Bank INC18,390$1.01M0.09%+12,342+204.1%AddedConverted for a 4-for-1 split
CIBC World Markets Corp18,145$1.01M0.01%−1,671−8.4%ReducedConverted for a 4-for-1 split
Kestra Investment Management, LLC15,230$1.01M0.02%+9,370+159.9%AddedConverted for a 4-for-1 split
LVW Advisors, LLC17,982$996.4K0.11%−7,038−28.1%ReducedConverted for a 4-for-1 split
Lebenthal Global Advisors, LLC17,810$986.9K0.18%−606−3.3%ReducedConverted for a 4-for-1 split
Squarepoint Ops LLC17,639$977.4K0.00%−473,753−96.4%ReducedConverted for a 4-for-1 split
MBM Wealth Consultants, LLC17,638$977.3K0.26%−3,230−15.5%ReducedConverted for a 4-for-1 split
Cross Staff Investments Inc176,001$975.3K0.72%+163,401+1,296.8%AddedConverted for a 4-for-1 split
Raiffeisen Bank International AG18,099$966.7K0.01%−2,365−11.6%ReducedConverted for a 4-for-1 split
LRT Capital Management, LLC17,126$949.0K0.56%−26,614−60.8%ReducedConverted for a 4-for-1 split
Impact Capital Partners LLC16,827$932.4K0.31%−4,213−20.0%ReducedConverted for a 4-for-1 split
Campbell & CO Investment Adviser LLC16,614$920.6K0.06%−11,082−40.0%ReducedConverted for a 4-for-1 split
Susquehanna Portfolio Strategies, LLC16,540$916.5K0.02%+16,540New
Warther Private Wealth, LLC16,520$915.4K0.24%−247,300−93.7%ReducedConverted for a 4-for-1 split
Shelton Capital Management16,251$900.5K0.02%−193−1.2%ReducedConverted for a 4-for-1 split
Blueshift Asset Management, LLC16,248$900.3K0.28%+16,248New
Cambridge Investment Research Advisors, Inc.16,013$887.0K0.00%+3,477+27.7%AddedConverted for a 4-for-1 split
National Asset Management, Inc.15,780$874.4K0.04%−776−4.7%ReducedConverted for a 4-for-1 split
Everpar Advisors LLC15,588$863.7K0.39%−3,200−17.0%ReducedConverted for a 4-for-1 split
Ballentine Partners, LLC15,244$844.7K0.01%+15,244New
Advisor OS, LLC14,967$829.3K0.08%−3,189−17.6%ReducedConverted for a 4-for-1 split
Concurrent Investment Advisors, LLC14,668$812.7K0.02%−10,276−41.2%ReducedConverted for a 4-for-1 split
Fifth Third Wealth Advisors LLC14,616$809.9K0.03%00.0%UnchangedConverted for a 4-for-1 split
Rockefeller Capital Management L.P.14,573$807.5K0.00%+14,573New
Delta Investment Management, LLC14,556$806.6K0.16%−1,784−10.9%ReducedConverted for a 4-for-1 split
Brown Advisory Inc14,497$803.3K0.00%+281+2.0%AddedConverted for a 4-for-1 split
Florida Financial Advisors, LLC14,471$801.8K0.27%+3,755+35.0%AddedConverted for a 4-for-1 split
IMC-Chicago, LLC14,212$787.5K0.02%+14,212New
NBC Securities, Inc.14,156$784.0K0.06%+684+5.1%AddedConverted for a 4-for-1 split
Cottonwood Capital Advisors, LLC13,982$774.7K0.52%−170−1.2%ReducedConverted for a 4-for-1 split
Venturi Wealth Management, LLC13,919$771.3K0.04%−2,397−14.7%ReducedConverted for a 4-for-1 split
Global Retirement Partners, LLC13,732$760.9K0.02%+13,732New
CIBC Asset Management Inc13,700$759.1K0.00%00.0%UnchangedConverted for a 4-for-1 split
Quantessence Capital LLC13,666$757.2K0.22%+13,666New
PFG Investments, LLC13,568$751.8K0.04%+320+2.4%AddedConverted for a 4-for-1 split
Formidable Asset Management, LLC13,284$736.1K0.12%−7,308−35.5%ReducedConverted for a 4-for-1 split
Lazard Asset Management LLC13,089$725.0K0.00%+13,061+46,646.4%AddedConverted for a 4-for-1 split
HighPoint Advisor Group LLC12,950$717.6K0.04%−990−7.1%ReducedConverted for a 4-for-1 split
Measured Wealth Private Client Group, LLC12,876$713.5K0.21%+828+6.9%AddedConverted for a 4-for-1 split
Financial Strategies Group, Inc.12,165$712.9K0.15%−527−4.2%ReducedConverted for a 4-for-1 split
Advisory Services Network, LLC10,844$710.9K0.01%+4,816+79.9%AddedConverted for a 4-for-1 split
AXA S.A.12,816$710.1K0.00%−9,660−43.0%ReducedConverted for a 4-for-1 split
Capstone Investment Advisors, LLC12,629$699.8K0.01%+12,629New
Navellier & Associates Inc12,418$688.1K0.09%−98−0.8%ReducedConverted for a 4-for-1 split
Yorktown Management & Research Co Inc12,400$687.1K0.66%00.0%UnchangedConverted for a 4-for-1 split
Strategic Investment Advisors12,549$686.5K0.07%−2,591−17.1%ReducedConverted for a 4-for-1 split
Flagship Harbor Advisors, LLC12,341$683.8K0.03%+2,073+20.2%AddedConverted for a 4-for-1 split
Kentucky Retirement Systems Insurance Trust Fund12,215$676.8K0.05%00.0%UnchangedConverted for a 4-for-1 split
Raleigh Capital Management Inc.12,198$675.9K0.28%00.0%UnchangedConverted for a 4-for-1 split
Benjamin Edwards Inc12,181$675.0K0.01%+573+4.9%AddedConverted for a 4-for-1 split
Matisse Capital12,000$664.9K0.31%+4,000+50.0%AddedConverted for a 4-for-1 split
Leonteq Securities AG11,965$663.3K0.04%−3,651−23.4%ReducedConverted for a 4-for-1 split
Visionary Horizons, LLC11,755$651.3K0.41%+11,755New
Heritage Family Offices, LLP3,948$650.2K0.33%−11,844−75.0%ReducedConverted for a 4-for-1 split
Fiduciary Trust Co11,607$643.1K0.01%+2,815+32.0%AddedConverted for a 4-for-1 split
Meiji Yasuda Asset Management Co Ltd.11,420$632.8K0.03%−4,992−30.4%ReducedConverted for a 4-for-1 split
Malaga Cove Capital, LLC11,380$630.6K0.25%+2,592+29.5%AddedConverted for a 4-for-1 split
Studio Investment Management LLC11,332$627.9K0.13%−300−2.6%ReducedConverted for a 4-for-1 split
Bridgefront Capital, LLC11,231$622.3K0.16%−9,173−45.0%ReducedConverted for a 4-for-1 split
Revisor Wealth Management LLC10,475$617.2K0.22%−517−4.7%ReducedConverted for a 4-for-1 split
L2 Asset Management, LLC11,070$613.4K0.10%+11,070New
Severin Investments, LLC10,870$602.3K0.57%−2,862−20.8%ReducedConverted for a 4-for-1 split
Shell Asset Management Co10,872$602.0K0.02%00.0%UnchangedConverted for a 4-for-1 split
Mount Lucas Management LP10,832$600.2K0.29%+10,832New
Susquehanna Fundamental Investments, LLC10,800$598.4K0.02%−21,500−66.6%ReducedConverted for a 4-for-1 split
Northwest & Ethical Investments L.P.10,948$590.8K0.01%−2,800−20.4%ReducedConverted for a 4-for-1 split
Bessemer Group Inc10,620$589.0K0.00%−21,300−66.7%ReducedConverted for a 4-for-1 split
Fayez Sarofim & Co10,395$576.0K0.00%+123+1.2%AddedConverted for a 4-for-1 split
Rafferty Asset Management, LLC10,268$569.0K0.00%00.0%UnchangedConverted for a 4-for-1 split
Crewe Advisors LLC10,192$564.7K0.08%00.0%UnchangedConverted for a 4-for-1 split
GAMMA Investing LLC10,183$564.2K0.04%−57−0.6%ReducedConverted for a 4-for-1 split
Profund Advisors LLC10,097$559.5K0.02%−547−5.1%ReducedConverted for a 4-for-1 split
Petra Financial Advisors Inc10,054$557.1K0.35%+4,830+92.5%AddedConverted for a 4-for-1 split
HB Wealth Management, LLC10,004$554.3K0.00%+1,124+12.7%AddedConverted for a 4-for-1 split
B. Metzler seel. Sohn & Co. AG9,948$551.2K0.01%00.0%UnchangedConverted for a 4-for-1 split
Joel Isaacson & Co., LLC9,935$550.5K0.02%00.0%UnchangedConverted for a 4-for-1 split
BI Asset Management Fondsmaeglerselskab A/S9,916$549.0K0.01%+7,388+292.2%AddedConverted for a 4-for-1 split
EverSource Wealth Advisors, LLC9,835$544.9K0.02%−1,717−14.9%ReducedConverted for a 4-for-1 split
Richard W. Paul & Associates, LLC9,741$539.8K0.20%+133+1.4%AddedConverted for a 4-for-1 split
Clark Financial Services Group Inc9,652$534.8K0.33%+972+11.2%AddedConverted for a 4-for-1 split
La Banque Postale Asset Management SA9,584$531.0K0.01%+9,584New
Graham Capital Management, L.P.9,522$527.6K0.02%−111,246−92.1%ReducedConverted for a 4-for-1 split
Maridea Wealth Management LLC9,452$523.7K0.14%+9,452New
Integrated Wealth Concepts LLC9,366$519.0K0.01%+3,910+71.7%AddedConverted for a 4-for-1 split
Mission Wealth Management, LP9,316$516.2K0.01%−27,580−74.8%ReducedConverted for a 4-for-1 split
Inceptionr LLC9,212$510.4K0.12%+1,248+15.7%AddedConverted for a 4-for-1 split
Fisher Asset Management, LLC9,130$505.9K0.00%+758+9.1%AddedConverted for a 4-for-1 split