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 3 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, Q3 2025
Institutional positions in Interactive Brokers Group, Inc. as of Sep 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
- 913
- +118 vs. Q2 2025
- Shares held
- 379.6M
- +7.01M (+1.9%) vs. Q2 2025
- Total value
- $26.1B
- +$5.48B (+26.5%) vs. Q2 2025
- New holders
- 195
- 312 more added
- Sold out
- 77
- 301 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 52,859,085 | $3.64B | 0.05% | +11,048,679+26.4% | Added |
| BlackRock, Inc. | 30,968,967 | $2.13B | 0.04% | −9,267,761−23.0% | Reduced |
| State Street Corp | 18,648,758 | $1.28B | 0.04% | +3,517,729+23.2% | Added |
| Cantillon Capital Management LLC | 12,664,026 | $871.4M | 4.80% | −139,605−1.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 12,174,526 | $837.7M | 2.04% | −315,575−2.5% | Reduced |
| Wellington Management Group LLP | 10,901,171 | $750.1M | 0.13% | +1,630,620+17.6% | Added |
| Greenwich Wealth Management LLC | 10,367,276 | $713.4M | 35.59% | −497,256−4.6% | Reduced |
| Geode Capital Management, LLC | 10,344,360 | $712.1M | 0.05% | +3,661,731+54.8% | Added |
| Orbis Allan Gray Ltd | 9,543,872 | $656.7M | 2.82% | −196,200−2.0% | Reduced |
| JPMorgan Chase & Co | 9,050,456 | $622.8M | 0.04% | −1,097,942−10.8% | Reduced |
| Bank of America Corp | 7,628,167 | $524.9M | 0.04% | +33,261+0.4% | Added |
| Egerton Capital (UK) LLP | 6,254,134 | $430.3M | 4.54% | −1,802,710−22.4% | Reduced |
| FMR LLC | 6,228,484 | $428.6M | 0.02% | −447,103−6.7% | Reduced |
| American Century Companies Inc | 5,953,647 | $409.7M | 0.21% | +351,136+6.3% | Added |
| Invesco Ltd. | 5,753,607 | $395.9M | 0.06% | +309,455+5.7% | Added |
| Waverton Investment Management Ltd | 4,922,936 | $338.8M | 4.36% | +481,693+10.8% | Added |
| Neuberger Berman Group LLC | 4,840,533 | $333.1M | 0.24% | −35,244−0.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,737,541 | $326.0M | 1.30% | −659,389−12.2% | Reduced |
| Bamco Inc | 4,609,768 | $317.2M | 0.84% | +411,344+9.8% | Added |
| Two Sigma Advisers, LP | 4,192,800 | $288.5M | 0.58% | +813,900+24.1% | Added |
| Morgan Stanley | 4,058,866 | $279.3M | 0.02% | −564,202−12.2% | Reduced |
| Royal Bank of Canada | 3,728,111 | $256.5M | 0.05% | −462,147−11.0% | Reduced |
| Jarislowsky, Fraser Ltd | 3,724,608 | $256.3M | 1.41% | −492,093−11.7% | Reduced |
| Two Sigma Investments, LP | 3,575,453 | $246.0M | 0.38% | +552,725+18.3% | Added |
| Northern Trust Corp | 3,560,023 | $245.0M | 0.03% | −127,808−3.5% | Reduced |
| Marshall Wace, LLP | 3,484,551 | $239.8M | 0.26% | −1,930,819−35.7% | Reduced |
| Charles Schwab Investment Management Inc | 3,304,010 | $227.3M | 0.04% | −7,289−0.2% | Reduced |
| Wells Fargo & Company | 3,259,238 | $224.3M | 0.05% | −168,739−4.9% | Reduced |
| First Trust Advisors LP | 2,856,099 | $196.5M | 0.15% | +1,351,285+89.8% | Added |
| Bank of New York Mellon Corp | 2,481,243 | $170.7M | 0.03% | −752,408−23.3% | Reduced |
| Citigroup Inc | 2,432,598 | $167.4M | 0.12% | +928,978+61.8% | Added |
| TD Asset Management Inc | 2,300,711 | $158.3M | 0.13% | +2,196,067+2,098.6% | Added |
| Raymond James Financial Inc | 2,144,864 | $147.6M | 0.05% | +84,460+4.1% | Added |
| Progeny 3, Inc. | 2,126,460 | $146.3M | 7.55% | 00.0% | Unchanged |
| Bares Capital Management, Inc. | 2,060,589 | $141.8M | 13.08% | −950,511−31.6% | Reduced |
| KBC Group NV | 2,033,620 | $139.9M | 0.34% | +957,846+89.0% | Added |
| Bronte Capital Management Pty Ltd. | 1,761,171 | $135.4M | 12.19% | −643,478−26.8% | Reduced |
| Deutsche Bank AG | 1,903,456 | $131.0M | 0.04% | +1,233,182+184.0% | Added |
| Amundi | 1,847,642 | $128.6M | 0.04% | +1,181,309+177.3% | Added |
| Legal & General Group Plc | 1,848,697 | $127.2M | 0.03% | +86,853+4.9% | Added |
| Empower Advisory Group, LLC | 1,845,680 | $127.0M | 0.35% | −1,166−0.1% | Reduced |
| UBS Asset Management Americas Inc | 1,790,743 | $123.2M | 0.03% | −230,400−11.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,734,532 | $119.4M | 0.20% | −324,934−15.8% | Reduced |
| Ancient Art, L.P. | 1,643,636 | $113.1M | 27.18% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 1,632,486 | $112.3M | 0.02% | +321,131+24.5% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,584,057 | $109.0M | 1.72% | −649,670−29.1% | Reduced |
| TimesSquare Capital Management, LLC | 1,545,356 | $106.3M | 1.52% | −44,919−2.8% | Reduced |
| Canada Pension Plan Investment Board | 1,487,185 | $102.3M | 0.07% | +692,569+87.2% | Added |
| FIL Ltd | 1,449,667 | $99.8M | 0.08% | +125,818+9.5% | Added |
| 1832 Asset Management L.P. | 1,395,424 | $96.0M | 0.16% | −19,353−1.4% | Reduced |
| Worldquant Millennium Advisors LLC | 1,372,372 | $94.4M | 0.41% | +1,372,372 | New |
| UBS Group AG | 1,337,625 | $92.0M | 0.02% | −661,034−33.1% | Reduced |
| Assenagon Asset Management S.A. | 1,279,254 | $88.0M | 0.13% | +1,279,254 | New |
| Barclays PLC | 1,208,115 | $83.1M | 0.03% | +777,289+180.4% | Added |
| Hosking Partners LLP | 1,191,410 | $82.0M | 2.97% | +21,963+1.9% | Added |
| Hengistbury Investment Partners LLP | 1,136,084 | $78.2M | 49.49% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 1,135,255 | $78.1M | 0.17% | +1,117,616+6,336.1% | Added |
| Nuveen, LLC | 1,106,537 | $76.1M | 0.02% | +331,083+42.7% | Added |
| Robeco Institutional Asset Management B.V. | 1,102,477 | $75.9M | 0.11% | +585,951+113.4% | Added |
| BNP Paribas Arbitrage, SA | 1,066,575 | $73.4M | 0.06% | +801,149+301.8% | Added |
| Oakcliff Capital Partners, LP | 1,030,740 | $70.9M | 30.61% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 1,006,368 | $69.2M | 0.08% | +85,895+9.3% | Added |
| Dimensional Fund Advisors LP | 1,002,685 | $69.0M | 0.01% | −31,024−3.0% | Reduced |
| Envestnet Asset Management Inc | 999,457 | $68.8M | 0.02% | −5,586−0.6% | Reduced |
| Renaissance Technologies LLC | 963,640 | $66.3M | 0.09% | −1,015,300−51.3% | Reduced |
| Price T Rowe Associates Inc | 952,766 | $65.6M | 0.01% | +578,611+154.6% | Added |
| Alyeska Investment Group, L.P. | 918,648 | $63.2M | 0.19% | −589,455−39.1% | Reduced |
| HSBC Holdings PLC | 901,359 | $61.7M | 0.04% | +706,804+363.3% | Added |
| California Public Employees Retirement System | 895,617 | $61.6M | 0.04% | +88,728+11.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 888,397 | $61.1M | 0.04% | +514,389+137.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 870,209 | $59.9M | 0.03% | +31,261+3.7% | Added |
| RV Capital GmbH | 799,267 | $55.0M | 10.07% | −50,653−6.0% | Reduced |
| Rhumbline Advisers | 783,877 | $53.9M | 0.04% | −489,645−38.4% | Reduced |
| Caisse de Depot Et Placement du Quebec | 782,665 | $53.9M | 0.10% | +630,384+414.0% | Added |
| Victory Capital Management Inc | 777,463 | $53.5M | 0.03% | −37,934−4.7% | Reduced |
| Citadel Advisors LLC | 776,826 | $53.5M | 0.04% | −154,973−16.6% | Reduced |
| Millennium Management LLC | 775,346 | $53.4M | 0.04% | −675,639−46.6% | Reduced |
| PEAK6 LLC | 739,573 | $50.9M | 1.28% | +592+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 727,208 | $50.0M | 0.16% | −69,064−8.7% | Reduced |
| LPL Financial LLC | 723,552 | $49.8M | 0.01% | +33,938+4.9% | Added |
| National Pension Service | 707,634 | $48.7M | 0.04% | +15,339+2.2% | Added |
| Panagora Asset Management Inc | 687,808 | $47.3M | 0.19% | +621,724+940.8% | Added |
| California State Teachers Retirement System | 666,757 | $45.9M | 0.05% | +565+0.1% | Added |
| Stifel Financial Corp | 665,310 | $45.8M | 0.04% | +45,889+7.4% | Added |
| Allspring Global Investments Holdings, LLC | 653,492 | $44.9M | 0.07% | −126,552−16.2% | Reduced |
| Federated Hermes, Inc. | 626,514 | $43.1M | 0.08% | −127,599−16.9% | Reduced |
| Bank of Montreal | 595,668 | $41.0M | 0.02% | +495,421+494.2% | Added |
| Pictet Asset Management Holding SA | 591,597 | $40.7M | 0.04% | −609,103−50.7% | Reduced |
| Bridgewater Associates, LP | 582,770 | $40.1M | 0.16% | +582,770 | New |
| London & Capital Asset Management Ltd | 580,925 | $40.0M | 2.86% | +132,192+29.5% | Added |
| Hudson Way Capital Management LLC | 567,819 | $39.1M | 3.31% | −116,255−17.0% | Reduced |
| Marathon Asset Mgmt Ltd | 524,853 | $36.1M | 1.33% | −195,051−27.1% | Reduced |
| Capital Fund Management S.A. | 523,400 | $36.0M | 0.36% | +471,721+912.8% | Added |
| Principal Financial Group Inc | 501,892 | $34.5M | 0.02% | −818,037−62.0% | Reduced |
| Systrade AG | 500,000 | $34.4M | 25.55% | +500,000 | New |
| Alliancebernstein L.P. | 499,410 | $34.4M | 0.01% | −103,567−17.2% | Reduced |
| Treasurer of the State of North Carolina | 496,330 | $34.2M | 0.11% | −154,944−23.8% | Reduced |
| Allianz Asset Management GmbH | 483,818 | $33.3M | 0.04% | −349,995−42.0% | Reduced |
| New York State Common Retirement Fund | 477,485 | $32.9M | 0.04% | −28,323−5.6% | Reduced |
| Mawer Investment Management Ltd. | 460,796 | $31.7M | 0.16% | +8,748+1.9% | Added |