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 |
|---|---|---|---|---|---|
| Meadow Creek Wealth Advisors LLC | 4,600 | $254.9K | 0.17% | +4,600 | New |
| FourThought Financial Partners, LLC | 4,518 | $250.4K | 0.02% | +4,518 | New |
| Carmignac Gestion | 4,514 | $250.2K | 0.00% | +4,514 | New |
| Umb Bank N A | 4,476 | $248.0K | 0.00% | −136−2.9% | ReducedConverted for a 4-for-1 split |
| VestGen Advisors, LLC | 4,413 | $244.5K | 0.01% | +4,413 | New |
| DRW Securities, LLC | 4,405 | $244.1K | 0.02% | +4,405 | New |
| ARS Investment Partners, LLC | 4,400 | $243.8K | 0.02% | +4,400 | New |
| International Assets Investment Management, LLC | 4,384 | $242.9K | 0.02% | +4,384 | New |
| Meeder Advisory Services, Inc. | 4,377 | $242.5K | 0.01% | +4,377 | New |
| Change Path, LLC | 4,368 | $242.0K | 0.01% | +4,368 | New |
| PUREfi Wealth, LLC | 4,348 | $240.9K | 0.19% | −636−12.8% | ReducedConverted for a 4-for-1 split |
| CWM, LLC | 4,338 | $240.0K | 0.00% | +90+2.1% | AddedConverted for a 4-for-1 split |
| Oversea-Chinese Banking CORP Ltd | 4,328 | $239.8K | 0.01% | +4,328 | New |
| Hilltop Holdings Inc. | 4,320 | $239.4K | 0.02% | −4,144−49.0% | ReducedConverted for a 4-for-1 split |
| Global Endowment Management, LP | 4,276 | $236.9K | 0.03% | −1,872−30.4% | ReducedConverted for a 4-for-1 split |
| KG&L Capital Management,LLC | 4,264 | $236.3K | 0.07% | −4,356−50.5% | ReducedConverted for a 4-for-1 split |
| Schroder Investment Management Group | 4,228 | $234.3K | 0.00% | +4,228 | New |
| Cigna Investments Inc | 4,188 | $232.0K | 0.04% | +4,188 | New |
| Kingswood Wealth Advisors, LLC | 4,161 | $230.6K | 0.02% | +4,161 | New |
| LRI Investments, LLC | 4,153 | $230.1K | 0.02% | +657+18.8% | AddedConverted for a 4-for-1 split |
| Capital Advisors Inc | 4,100 | $227.2K | 0.00% | +4,100 | New |
| Voleon Capital Management LP | 4,099 | $227.1K | 0.01% | +4,099 | New |
| Rehmann Capital Advisory Group | 4,083 | $226.2K | 0.01% | +4,083 | New |
| Blair William & Co | 4,065 | $225.3K | 0.00% | +4,065 | New |
| ASR Vermogensbeheer N.V. | 4,008 | $222.1K | 0.00% | +3,200+396.0% | AddedConverted for a 4-for-1 split |
| Ossiam | 3,936 | $218.1K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Fiduciary Financial Group, LLC | 3,828 | $215.6K | 0.04% | +3,828 | New |
| CIBC Private Wealth Group, LLC | 3,888 | $215.4K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| City National Bank of Florida | 3,860 | $213.9K | 0.16% | +3,860 | New |
| Simplicity Wealth,LLC | 3,860 | $213.9K | 0.01% | +3,860 | New |
| West Family Investments, Inc. | 3,856 | $213.7K | 0.06% | +3,856 | New |
| JT Stratford LLC | 3,840 | $212.8K | 0.03% | +3,840 | New |
| Aviance Capital Partners, LLC | 3,820 | $211.7K | 0.03% | +3,820 | New |
| Retirement Guys Formula LLC | 3,783 | $209.6K | 0.08% | +3,783 | New |
| CVA Family Office, LLC | 3,772 | $209.0K | 0.03% | +136+3.7% | AddedConverted for a 4-for-1 split |
| Prospera Financial Services Inc | 3,750 | $207.8K | 0.00% | +3,750 | New |
| Keybank National Association | 3,747 | $207.6K | 0.00% | −3,513−48.4% | ReducedConverted for a 4-for-1 split |
| Principal Securities, Inc. | 3,743 | $207.4K | 0.00% | +911+32.2% | AddedConverted for a 4-for-1 split |
| R Squared Ltd | 3,742 | $207.3K | 0.11% | −1,378−26.9% | ReducedConverted for a 4-for-1 split |
| Independent Financial Group, LLC | 3,728 | $206.6K | 0.01% | −5,364−59.0% | ReducedConverted for a 4-for-1 split |
| Skopos Labs, Inc. | 3,726 | $206.5K | 0.03% | +3,298+770.6% | AddedConverted for a 4-for-1 split |
| Belpointe Asset Management LLC | 3,716 | $205.9K | 0.01% | +3,716 | New |
| GWM Advisors LLC | 3,707 | $205.4K | 0.00% | −1,845−33.2% | ReducedConverted for a 4-for-1 split |
| Eagle Bay Advisors LLC | 3,660 | $202.8K | 0.17% | +3,660 | New |
| First Affirmative Financial Network | 3,656 | $202.6K | 0.10% | +3,656 | New |
| Legacy Financial Advisors, Inc. | 3,648 | $202.1K | 0.03% | +3,648 | New |
| Archer Investment Corp | 3,600 | $199.5K | 0.05% | +200+5.9% | AddedConverted for a 4-for-1 split |
| Assetmark, Inc | 3,562 | $197.4K | 0.00% | +530+17.5% | AddedConverted for a 4-for-1 split |
| Signaturefd, LLC | 3,416 | $189.3K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Park Square Financial Group, LLC | 3,224 | $178.6K | 0.13% | −96−2.9% | ReducedConverted for a 4-for-1 split |
| Western Pacific Wealth Management, LP | 3,200 | $177.3K | 0.17% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Hantz Financial Services, Inc. | 3,081 | $171.0K | 0.00% | +2,993+3,401.1% | AddedConverted for a 4-for-1 split |
| Clearstead Advisors, LLC | 2,920 | $161.8K | 0.00% | −1,336−31.4% | ReducedConverted for a 4-for-1 split |
| New Millennium Group LLC | 2,740 | $151.8K | 0.08% | +2,468+907.4% | AddedConverted for a 4-for-1 split |
| Anchor Investment Management, LLC | 2,552 | $141.4K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Brown Brothers Harriman & Co | 2,544 | $141.0K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| GHP Investment Advisors, Inc. | 2,501 | $138.6K | 0.01% | −455−15.4% | ReducedConverted for a 4-for-1 split |
| Atticus Wealth Management, LLC | 2,456 | $136.1K | 0.04% | +2,456 | New |
| Bay Harbor Wealth Management, LLC | 2,450 | $135.8K | 0.04% | +82+3.5% | AddedConverted for a 4-for-1 split |
| Ostrum Asset Management | 2,420 | $134.1K | 0.01% | −76−3.0% | ReducedConverted for a 4-for-1 split |
| Sterling Capital Management LLC | 2,411 | $133.6K | 0.00% | −21,061−89.7% | ReducedConverted for a 4-for-1 split |
| V-Square Quantitative Management LLC | 2,292 | $127.0K | 0.02% | +2,292 | New |
| Penserra Capital Management LLC | 2,240 | $124.0K | 0.00% | +260+13.1% | AddedConverted for a 4-for-1 split |
| Private Trust Co NA | 1,984 | $109.9K | 0.01% | −3,792−65.7% | ReducedConverted for a 4-for-1 split |
| Ci Investments Inc. | 1,941 | $108.0K | 0.00% | +129+7.1% | AddedConverted for a 4-for-1 split |
| Accent Capital Management, LLC | 1,920 | $106.4K | 0.05% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Whittier Trust Co | 1,920 | $106.4K | 0.00% | +656+51.9% | AddedConverted for a 4-for-1 split |
| Hazlett, Burt & Watson, Inc. | 1,901 | $105.0K | 0.04% | +801+72.8% | AddedConverted for a 4-for-1 split |
| Kessler Investment Group, LLC | 1,852 | $102.6K | 0.04% | 00.0% | UnchangedConverted for a 4-for-1 split |
| MAI Capital Management | 1,759 | $97.4K | 0.00% | +1,131+180.1% | AddedConverted for a 4-for-1 split |
| SRS Capital Advisors, Inc. | 1,756 | $97.3K | 0.00% | +148+9.2% | AddedConverted for a 4-for-1 split |
| Trust Co of Toledo NA | 1,744 | $96.6K | 0.01% | +1,744 | New |
| Versant Capital Management, Inc | 1,728 | $95.7K | 0.01% | −48−2.7% | ReducedConverted for a 4-for-1 split |
| Talon Private Wealth, LLC | 1,688 | $93.5K | 0.01% | +1,688 | New |
| Activest Wealth Management | 1,656 | $91.8K | 0.02% | +80+5.1% | AddedConverted for a 4-for-1 split |
| Quaker Wealth Management, LLC | 1,612 | $89.3K | 0.03% | +1,612 | New |
| DT Investment Partners, LLC | 1,556 | $86.2K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Whittier Trust Co of Nevada Inc | 1,540 | $85.3K | 0.00% | −904−37.0% | ReducedConverted for a 4-for-1 split |
| Westpac Banking Corp | 1,520 | $84.2K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Massmutual Trust Co FSB | 1,516 | $84.0K | 0.00% | +60+4.1% | AddedConverted for a 4-for-1 split |
| Covestor Ltd | 1,516 | $84.0K | 0.05% | +24+1.6% | AddedConverted for a 4-for-1 split |
| Cullen/Frost Bankers, Inc. | 1,427 | $79.1K | 0.00% | −137−8.8% | ReducedConverted for a 4-for-1 split |
| Quest 10 Wealth Builders, Inc. | 1,356 | $75.1K | 0.07% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Parallel Advisors, LLC | 1,332 | $73.8K | 0.00% | −52−3.8% | ReducedConverted for a 4-for-1 split |
| Mount Yale Investment Advisors, LLC | 1,249 | $69.2K | 0.01% | +1,249 | New |
| Caitong International Asset Management Co., Ltd | 1,226 | $67.9K | 0.05% | −12,862−91.3% | ReducedConverted for a 4-for-1 split |
| Rosenberg Matthew Hamilton | 1,224 | $67.8K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Smartleaf Asset Management LLC | 1,249 | $67.4K | 0.01% | −463−27.0% | ReducedConverted for a 4-for-1 split |
| Strategic Wealth Partners, Ltd. | 1,212 | $67.2K | 0.01% | +1,212 | New |
| North Capital, Inc. | 1,180 | $65.4K | 0.06% | 00.0% | UnchangedConverted for a 4-for-1 split |
| SBI Securities Co., Ltd. | 1,000 | $55.4K | 0.00% | −136−12.0% | ReducedConverted for a 4-for-1 split |
| Adirondack Trust Co | 1,000 | $55.4K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Creative Financial Designs Inc | 940 | $52.1K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Rise Advisors, LLC | 862 | $47.8K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bryn Mawr Trust Co | 849 | $47.0K | 0.00% | −415−32.8% | ReducedConverted for a 4-for-1 split |
| Parkside Financial Bank & Trust | 848 | $47.0K | 0.01% | −136−13.8% | ReducedConverted for a 4-for-1 split |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 815 | $45.2K | 0.01% | +175+27.3% | AddedConverted for a 4-for-1 split |
| Darwin Advisors, LLC | 813 | $45.1K | 0.02% | −587−41.9% | ReducedConverted for a 4-for-1 split |
| NVWM, LLC | 800 | $44.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Solstein Capital, LLC | 800 | $44.3K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |