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 |
|---|---|---|---|---|---|
| Ramsey Quantitative Systems | 800 | $44.3K | 0.04% | +800 | New |
| City Holding Co | 800 | $44.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Sittner & Nelson, LLC | 788 | $43.7K | 0.02% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bayforest Capital Ltd | 767 | $42.5K | 0.02% | −14,725−95.0% | ReducedConverted for a 4-for-1 split |
| Rialto Wealth Management, LLC | 764 | $42.3K | 0.01% | +12+1.6% | AddedConverted for a 4-for-1 split |
| First Horizon Advisors, Inc. | 760 | $42.1K | 0.00% | +496+187.9% | AddedConverted for a 4-for-1 split |
| Smithfield Trust Co | 764 | $42.0K | 0.00% | −600−44.0% | ReducedConverted for a 4-for-1 split |
| Fortitude Family Office, LLC | 712 | $39.5K | 0.01% | −136−16.0% | ReducedConverted for a 4-for-1 split |
| N.E.W. Advisory Services LLC | 632 | $35.0K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Private Wealth Asset Management, LLC | 580 | $32.1K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| LFA - Lugano Financial Advisors SA | 576 | $31.9K | 0.02% | +576 | New |
| Contravisory Investment Management, Inc. | 564 | $31.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Tidemark, LLC | 516 | $28.6K | 0.01% | +396+330.0% | AddedConverted for a 4-for-1 split |
| Huntington National Bank | 516 | $28.6K | 0.00% | −844−62.1% | ReducedConverted for a 4-for-1 split |
| Optiver Holding B.V. | 505 | $28.0K | 0.00% | −623−55.2% | ReducedConverted for a 4-for-1 split |
| Quarry LP | 490 | $27.2K | 0.01% | −706−59.0% | ReducedConverted for a 4-for-1 split |
| HM Payson & Co | 489 | $27.1K | 0.00% | −995−67.0% | ReducedConverted for a 4-for-1 split |
| ORG Partners LLC | 479 | $27.0K | 0.01% | +15+3.2% | AddedConverted for a 4-for-1 split |
| Capital Analysts, LLC | 464 | $26.0K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| West Branch Capital LLC | 420 | $23.3K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Newbridge Financial Services Group, Inc. | 401 | $22.2K | 0.00% | +401 | New |
| Harbor Investment Advisory, LLC | 400 | $22.2K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Twin Peaks Wealth Advisors, LLC | 320 | $21.6K | 0.01% | +320 | New |
| American National Bank | 384 | $21.3K | 0.00% | −28−6.8% | ReducedConverted for a 4-for-1 split |
| Harbour Investments, Inc. | 376 | $20.8K | 0.00% | −72−16.1% | ReducedConverted for a 4-for-1 split |
| Meeder Asset Management Inc | 372 | $20.6K | 0.00% | +4+1.1% | AddedConverted for a 4-for-1 split |
| Farmers & Merchants Investments Inc | 356 | $19.7K | 0.00% | +52+17.1% | AddedConverted for a 4-for-1 split |
| Coastline Trust Co | 340 | $18.8K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| NewSquare Capital LLC | 321 | $17.8K | 0.00% | +177+122.9% | AddedConverted for a 4-for-1 split |
| AdvisorNet Financial, Inc | 317 | $17.6K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Hemington Wealth Management | 258 | $14.0K | 0.00% | +22+9.3% | AddedConverted for a 4-for-1 split |
| CoreCap Advisors, LLC | 232 | $12.9K | 0.00% | +24+11.5% | AddedConverted for a 4-for-1 split |
| Evelyn Partners Investment Management Services Ltd | 232 | $12.9K | 0.00% | +232 | New |
| HighMark Wealth Management LLC | 197 | $12.5K | 0.01% | +9+4.8% | AddedConverted for a 4-for-1 split |
| Bokf, NA | 224 | $12.4K | 0.00% | −26,944−99.2% | ReducedConverted for a 4-for-1 split |
| Hollencrest Capital Management | 222 | $12.3K | 0.00% | +222 | New |
| Cetera Trust Company, N.A | 200 | $11.1K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bruce G. Allen Investments, LLC | 180 | $9.97K | 0.01% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Lowe Wealth Advisors, LLC | 168 | $9.31K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| CarsonAllaria Wealth Management, Ltd. | 160 | $8.87K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| South State Corp. | 144 | $7.98K | 0.00% | −28−16.3% | ReducedConverted for a 4-for-1 split |
| Geneos Wealth Management Inc. | 132 | $7.31K | 0.00% | +28+26.9% | AddedConverted for a 4-for-1 split |
| Asset Dedication, LLC | 124 | $6.87K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Wolff Wiese Magana LLC | 124 | $6.87K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Colonial Trust Co | 120 | $6.66K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Ancora Advisors, LLC | 120 | $6.65K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| RMG Wealth Management LLC | 100 | $6.29K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 108 | $5.99K | 0.00% | +12+12.5% | AddedConverted for a 4-for-1 split |
| Ronald Blue Trust, Inc. | 104 | $5.77K | 0.00% | −52−33.3% | ReducedConverted for a 4-for-1 split |
| Bell Investment Advisors, Inc | 104 | $5.76K | 0.00% | +20+23.8% | AddedConverted for a 4-for-1 split |
| McIlrath & Eck, LLC | 100 | $5.57K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Valued Wealth Advisors LLC | 96 | $5.32K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Caldwell Sutter Capital, Inc. | 96 | $5.32K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Beacon Capital Management, LLC | 96 | $5.32K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Harvest Fund Management Co., Ltd | 92 | $5.00K | 0.00% | −3,068−97.1% | ReducedConverted for a 4-for-1 split |
| Sunbelt Securities, Inc. | 28 | $5.00K | 0.00% | −84−75.0% | ReducedConverted for a 4-for-1 split |
| Ridgewood Investments LLC | 88 | $4.88K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bare Financial Services, Inc | 88 | $4.88K | 0.00% | +68+340.0% | AddedConverted for a 4-for-1 split |
| True Wealth Design, LLC | 74 | $4.10K | 0.00% | +10+15.6% | AddedConverted for a 4-for-1 split |
| Ameritas Advisory Services, LLC | 72 | $3.99K | 0.00% | +72 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $3.99K | 0.00% | +72 | New |
| First United Bank Trust | 64 | $3.55K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Rothschild Investment LLC | 60 | $3.33K | 0.00% | +12+25.0% | AddedConverted for a 4-for-1 split |
| Cromwell Holdings LLC | 60 | $3.33K | 0.00% | +28+87.5% | AddedConverted for a 4-for-1 split |
| First Command Advisory Services, Inc. | 56 | $3.10K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| TD Capital Management LLC | 48 | $2.67K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Painted Porch Advisors LLC | 40 | $2.22K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Grove Bank & Trust | 40 | $2.22K | 0.00% | +40 | New |
| Capital Advisors, Ltd. LLC | 44 | $2.00K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Avion Wealth | 48 | $2.00K | 0.00% | +40+500.0% | AddedConverted for a 4-for-1 split |
| Investment Counsel Co of Nevada | 36 | $2.00K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Orion Capital Management LLC | 36 | $2.00K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Cornerstone Planning Group LLC | 29 | $1.85K | 0.00% | +13+81.3% | AddedConverted for a 4-for-1 split |
| Montag A & Associates Inc | 32 | $1.79K | 0.00% | −12−27.3% | ReducedConverted for a 4-for-1 split |
| Financial Management Professionals, Inc. | 32 | $1.77K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Rakuten Securities, Inc. | 31 | $1.72K | 0.00% | −21−40.4% | ReducedConverted for a 4-for-1 split |
| Breakwater Investment Management | 28 | $1.55K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Prestige Wealth Management Group LLC | 24 | $1.33K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| DiNuzzo Private Wealth, Inc. | 24 | $1.33K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Bogart Wealth, LLC | 24 | $1.33K | 0.00% | +24 | New |
| Roxbury Financial LLC | 24 | $1.32K | 0.00% | −12−33.3% | ReducedConverted for a 4-for-1 split |
| Riggs Asset Managment Co. Inc. | 20 | $1.11K | 0.00% | −8−28.6% | ReducedConverted for a 4-for-1 split |
| Kilter Group LLC | 20 | $1.11K | 0.00% | +20 | New |
| Tortoise Investment Management, LLC | 20 | $1.11K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 19 | $1.05K | 0.00% | −13−40.6% | ReducedConverted for a 4-for-1 split |
| Ogorek Anthony Joseph | 24 | $1.00K | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| HHM Wealth Advisors, LLC | 16 | $887 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |
| Essential Partners LLC | 16 | $887 | 0.00% | +16 | New |
| Stephens Consulting, LLC | 15 | $832 | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 12 | $766 | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 12 | $665 | 0.00% | −32−72.7% | ReducedConverted for a 4-for-1 split |
| Parkworth Wealth Management, Inc. | 12 | $665 | 0.00% | +8+200.0% | AddedConverted for a 4-for-1 split |
| American Capital Advisory, LLC | 11 | $610 | 0.00% | +11 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $554 | 0.00% | +2+25.0% | AddedConverted for a 4-for-1 split |
| SJS Investment Consulting Inc. | 8 | $444 | 0.00% | −8−50.0% | ReducedConverted for a 4-for-1 split |
| WealthTrak Capital Management LLC | 8 | $444 | 0.00% | −4−33.3% | ReducedConverted for a 4-for-1 split |
| Manchester Capital Management LLC | 6 | $333 | 0.00% | +6 | New |
| High Note Wealth, LLC | 4 | $222 | 0.00% | −164−97.6% | ReducedConverted for a 4-for-1 split |
| MV Capital Management, Inc. | 4 | $222 | 0.00% | −4−50.0% | ReducedConverted for a 4-for-1 split |
| TFC Financial Management | 4 | $222 | 0.00% | 00.0% | UnchangedConverted for a 4-for-1 split |