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 |
|---|---|---|---|---|---|
| Colony Group, LLC | 9,052 | $501.6K | 0.00% | +3,212+55.0% | AddedConverted for a 4-for-1 split |
| Park Capital Management, LLC | 8,935 | $495.1K | 0.46% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Abn Amro Investment Solutions | 8,824 | $488.9K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| ArrowMark Colorado Holdings LLC | 8,800 | $487.6K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Wealth Alliance | 8,774 | $486.1K | 0.05% | −1,326−13.1% | ReducedConverted for a 4-for-1 split |
| Qsemble Capital Management, LP | 8,732 | $483.8K | 0.05% | −221,948−96.2% | ReducedConverted for a 4-for-1 split |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,598 | $482.0K | 0.02% | +1,398+43.7% | AddedConverted for a 4-for-1 split |
| Thrive Wealth Management, LLC | 8,691 | $481.6K | 0.08% | −1,421−14.1% | ReducedConverted for a 4-for-1 split |
| Lido Advisors, LLC | 8,629 | $478.2K | 0.00% | +769+9.8% | AddedConverted for a 4-for-1 split |
| Ashton Thomas Private Wealth, LLC | 8,580 | $475.4K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Laurion Capital Management LP | 8,559 | $474.3K | 0.05% | +8,559 | New |
| Ritholtz Wealth Management | 8,553 | $473.9K | 0.01% | +605+7.6% | AddedConverted for a 4-for-1 split |
| Putney Financial Group LLC | 8,440 | $467.7K | 0.47% | −388−4.4% | ReducedConverted for a 4-for-1 split |
| Alps Advisors Inc | 8,332 | $461.7K | 0.00% | +100+1.2% | AddedConverted for a 4-for-1 split |
| Fulton Bank, N.A. | 8,324 | $461.2K | 0.02% | −2,376−22.2% | ReducedConverted for a 4-for-1 split |
| Synergy Financial Group, LTD | 8,176 | $453.0K | 0.33% | −1,864−18.6% | ReducedConverted for a 4-for-1 split |
| Versor Investments LP | 8,132 | $450.6K | 0.08% | +8,132 | New |
| Great Lakes Advisors, LLC | 8,018 | $444.3K | 0.00% | +8,018 | New |
| Bartlett & Co. Wealth Management LLC | 8,000 | $443.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| 180 Wealth Advisors, LLC | 7,968 | $441.5K | 0.06% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Axxcess Wealth Management, LLC | 7,953 | $440.7K | 0.01% | −1,179−12.9% | ReducedConverted for a 4-for-1 split |
| Richard P Slaughter Associates Inc | 7,824 | $433.5K | 0.09% | −7,272−48.2% | ReducedConverted for a 4-for-1 split |
| Callan Family Office, LLC | 7,812 | $432.9K | 0.01% | +7,812 | New |
| Capital CS Group, LLC | 7,779 | $431.0K | 0.71% | +7,779 | New |
| Northwestern Mutual Wealth Management Co | 7,734 | $428.6K | 0.00% | −266−3.3% | ReducedConverted for a 4-for-1 split |
| Mirae Asset Global ETFs Holdings Ltd. | 7,752 | $427.6K | 0.00% | +3,412+78.6% | AddedConverted for a 4-for-1 split |
| UniSuper Management Pty Ltd | 7,600 | $421.1K | 0.00% | −1,200−13.6% | ReducedConverted for a 4-for-1 split |
| Park Avenue Securities LLC | 7,516 | $416.0K | 0.00% | +7,516 | New |
| Farther Finance Advisors, LLC | 7,378 | $408.8K | 0.01% | +4,906+198.5% | AddedConverted for a 4-for-1 split |
| Journey Strategic Wealth LLC | 7,183 | $398.0K | 0.01% | +7,183 | New |
| Allworth Financial LP | 7,180 | $397.8K | 0.00% | +596+9.1% | AddedConverted for a 4-for-1 split |
| Brady Martz Wealth Solutions, LLC | 7,164 | $397.0K | 0.08% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Leuthold Group, LLC | 7,100 | $393.4K | 0.05% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Hudson Bay Capital Management LP | 7,070 | $391.7K | 0.00% | +7,070 | New |
| Alpine Global Management, LLC | 7,028 | $389.4K | 0.09% | +7,028 | New |
| Motley Fool Asset Management LLC | 7,024 | $389.2K | 0.02% | −224−3.1% | ReducedConverted for a 4-for-1 split |
| Eqis Capital Management, Inc. | 6,946 | $384.9K | 0.03% | −2,746−28.3% | ReducedConverted for a 4-for-1 split |
| Nemes Rush Group LLC | 6,897 | $382.2K | 0.04% | −59−0.8% | ReducedConverted for a 4-for-1 split |
| Skba Capital Management LLC | 6,892 | $381.9K | 0.05% | +108+1.6% | AddedConverted for a 4-for-1 split |
| Meyer Handelman Co | 6,800 | $376.8K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Summit Financial, LLC | 6,778 | $375.6K | 0.01% | +438+6.9% | AddedConverted for a 4-for-1 split |
| Independent Advisor Alliance | 6,709 | $371.8K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Pensionmark Financial Group, LLC | 6,650 | $368.5K | 0.01% | +6,650 | New |
| Koshinski Asset Management, Inc. | 6,634 | $367.6K | 0.03% | −2,186−24.8% | ReducedConverted for a 4-for-1 split |
| Evergreen Capital Management LLC | 6,484 | $359.3K | 0.01% | −84−1.3% | ReducedConverted for a 4-for-1 split |
| ABLE Financial Group, LLC | 6,480 | $359.1K | 0.09% | −1,808−21.8% | ReducedConverted for a 4-for-1 split |
| Seeds Investor LLC | 6,443 | $357.0K | 0.08% | −137−2.1% | ReducedConverted for a 4-for-1 split |
| Sagespring Wealth Partners, LLC | 6,383 | $353.7K | 0.01% | −53−0.8% | ReducedConverted for a 4-for-1 split |
| Fairfield Financial Advisors, LTD | 6,374 | $353.2K | 0.12% | +6,374 | New |
| Freestone Capital Holdings, LLC | 6,328 | $350.6K | 0.01% | +280+4.6% | AddedConverted for a 4-for-1 split |
| Leo Wealth, LLC | 6,220 | $344.6K | 0.03% | +6,220 | New |
| IHT Wealth Management, LLC | 6,131 | $339.7K | 0.01% | −349−5.4% | ReducedConverted for a 4-for-1 split |
| Stephens Inc | 6,120 | $339.1K | 0.00% | −1,628−21.0% | ReducedConverted for a 4-for-1 split |
| Aureus Asset Management, LLC | 6,116 | $338.9K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Norden Group LLC | 6,036 | $334.5K | 0.04% | −124−2.0% | ReducedConverted for a 4-for-1 split |
| Siemens Fonds Invest GmbH | 6,036 | $334.5K | 0.02% | +1,008+20.0% | AddedConverted for a 4-for-1 split |
| Cinctive Capital Management LP | 6,036 | $334.5K | 0.02% | +6,036 | New |
| Summit Trail Advisors, LLC | 6,024 | $333.8K | 0.01% | +6,024 | New |
| Coldstream Capital Management Inc | 6,020 | $333.6K | 0.01% | −196−3.2% | ReducedConverted for a 4-for-1 split |
| Williams Jones Wealth Management, LLC. | 6,000 | $332.5K | 0.00% | +6,000 | New |
| Burney Co | 5,910 | $327.5K | 0.01% | +5,910 | New |
| Oppenheimer & Co Inc | 5,898 | $326.8K | 0.00% | −15,722−72.7% | ReducedConverted for a 4-for-1 split |
| DekaBank Deutsche Girozentrale | 6,043 | $321.0K | 0.00% | −18,129−75.0% | ReducedConverted for a 4-for-1 split |
| Cerity Partners LLC | 5,738 | $317.9K | 0.00% | +5,738 | New |
| Integrated Advisors Network LLC | 5,730 | $317.5K | 0.01% | −2,074−26.6% | ReducedConverted for a 4-for-1 split |
| Facet Wealth, Inc. | 4,768 | $312.6K | 0.01% | +4,768 | New |
| Merit Financial Group, LLC | 5,634 | $312.2K | 0.00% | +5,634 | New |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,632 | $312.1K | 0.01% | +5,632 | New |
| NorthRock Partners, LLC | 5,632 | $310.7K | 0.01% | +5,632 | New |
| Wolverine Trading, LLC | 5,742 | $309.8K | 0.01% | −87,794−93.9% | ReducedConverted for a 4-for-1 split |
| Mirae Asset Global Investments Co., Ltd. | 5,580 | $309.2K | 0.00% | +3,676+193.1% | AddedConverted for a 4-for-1 split |
| Wedmont Private Capital | 5,264 | $304.5K | 0.01% | +76+1.5% | AddedConverted for a 4-for-1 split |
| Oak Thistle LLC | 5,427 | $300.7K | 0.04% | −4,721−46.5% | ReducedConverted for a 4-for-1 split |
| Midwest Professional Planners, LTD. | 5,380 | $298.1K | 0.08% | −28−0.5% | ReducedConverted for a 4-for-1 split |
| Commons Capital, LLC | 5,343 | $296.1K | 0.23% | +5,343 | New |
| Premier Path Wealth Partners, LLC | 5,340 | $295.9K | 0.04% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Twinbeech Capital LP | 5,335 | $295.6K | 0.01% | −46,865−89.8% | ReducedConverted for a 4-for-1 split |
| IFP Advisors, Inc | 4,910 | $293.1K | 0.01% | −2,070−29.7% | ReducedConverted for a 4-for-1 split |
| Chemistry Wealth Management LLC | 5,288 | $293.0K | 0.06% | +5,288 | New |
| Fundamentun, LLC | 5,284 | $292.8K | 0.01% | +44+0.8% | AddedConverted for a 4-for-1 split |
| Metis Global Partners, LLC | 5,230 | $289.8K | 0.01% | −2,486−32.2% | ReducedConverted for a 4-for-1 split |
| Harel Insurance Investments & Financial Services Ltd. | 5,200 | $288.0K | 0.00% | +5,200 | New |
| United Capital Financial Advisers, LLC | 5,192 | $287.7K | 0.00% | +148+2.9% | AddedConverted for a 4-for-1 split |
| Fidelis Capital Partners, LLC | 4,494 | $286.8K | 0.03% | −306−6.4% | ReducedConverted for a 4-for-1 split |
| Nisa Investment Advisors, LLC | 5,168 | $286.4K | 0.00% | −340−6.2% | ReducedConverted for a 4-for-1 split |
| Costello Asset Management, INC | 5,152 | $285.5K | 0.11% | +5,152 | New |
| Larson Financial Group LLC | 5,127 | $284.1K | 0.01% | +4,863+1,842.0% | AddedConverted for a 4-for-1 split |
| Robinson Smith Wealth Advisors LLC | 5,116 | $283.5K | 0.23% | +5,116 | New |
| RSM US Wealth Management LLC | 4,830 | $279.2K | 0.00% | +4,830 | New |
| Edmond de Rothschild Holding S.A. | 5,008 | $277.5K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Algert Global LLC | 4,888 | $270.8K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Boyar Asset Management Inc. | 4,884 | $270.6K | 0.18% | +4,884 | New |
| Apollon Wealth Management, LLC | 4,828 | $267.5K | 0.01% | +4,828 | New |
| Ameliora Wealth Management Ltd. | 4,824 | $267.3K | 0.10% | +1,768+57.9% | AddedConverted for a 4-for-1 split |
| Great Valley Advisor Group, Inc. | 4,808 | $266.9K | 0.01% | +4,808 | New |
| GeoWealth Management, LLC | 4,812 | $266.6K | 0.01% | −276−5.4% | ReducedConverted for a 4-for-1 split |
| Meitav Dash Investments Ltd | 4,800 | $266.0K | 0.00% | +4,800 | New |
| Howe & Rusling Inc | 4,776 | $264.6K | 0.02% | +4,776 | New |
| Leeward Financial Partners, LLC | 4,761 | $263.8K | 0.08% | −723−13.2% | ReducedConverted for a 4-for-1 split |
| Cornerstone Capital, Inc. | 4,700 | $260.4K | 0.03% | +4,700 | New |