Skip to main content

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.

Q3 2025 vs. Q2 2025

How the institutions holding Interactive Brokers Group, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025All holders in Q2 2025

13F holders of IBKR: Q2 2025 compared with Q3 2025
MeasureQ2 2025Of which not filed for Q3 2025Q3 2025Change
Holders8027913+118
Shares377.8M5.20M379.6M+7.01M (+1.9%)
Value$20.9B$288.1M$26.1B+$5.48B (+26.5%)

7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (195)

Institutions that held Interactive Brokers Group, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Showing the largest 100 of 195 by value.

Institutions new to IBKR in Q3 2025
InstitutionSharesValue% of portfolio
Worldquant Millennium Advisors LLC1,372,372$94.4M0.41%
Assenagon Asset Management S.A.1,279,254$88.0M0.13%
Bridgewater Associates, LP582,770$40.1M0.16%
Systrade AG500,000$34.4M25.55%
Adage Capital Partners GP, L.L.C.405,300$27.9M0.04%
Credit Agricole S A317,279$21.8M0.07%
Blue Whale Capital LLP315,583$21.7M1.20%
Chevy Chase Trust Holdings, Inc.227,511$15.7M0.04%
Capital Impact Advisors, LLC180,496$12.4M2.78%
Pilgrim Partners Asia Pte Ltd140,400$9.66M4.30%
Capitolis Liquid Global Markets LLC115,000$7.91M0.06%
Czech National Bank113,083$7.78M0.05%
Public Sector Pension Investment Board96,000$6.61M0.02%
Walleye Capital LLC93,936$6.46M0.05%
Prevail Innovative Wealth Advisors, LLC70,197$4.83M0.94%
Ambassador Advisors, LLC68,369$4.70M0.70%
Investment House LLC61,686$4.24M0.20%
CIBC Bancorp USA Inc.61,090$4.20M0.03%
New York Life Investment Management LLC60,626$4.17M0.04%
Quadrature Capital Ltd58,847$4.05M0.05%
Woodline Partners LP58,843$4.05M0.02%
Vinva Investment Management Ltd53,982$3.71M0.07%
Gunderson Capital Management Inc.50,472$3.47M1.28%
Spahn Wealth & Retirement LLC49,845$3.43M2.03%
Polar Asset Management Partners Inc.45,472$3.13M0.06%
Marks Group Wealth Management, Inc44,323$3.05M0.28%
Anderson Hoagland & Co43,456$2.99M0.27%
NEOS Investment Management LLC41,097$2.83M0.02%
Miura Global Management, LLC40,000$2.75M4.05%
AXA Investment Managers S.A.37,767$2.60M0.01%
Convergence Investment Partners, LLC35,860$2.47M0.55%
Fullerton Fund Management Co Ltd.33,227$2.29M0.09%
TriaGen Wealth Management LLC31,800$2.19M0.57%
Van Eck Associates Corp31,620$2.18M0.00%
Hussman Strategic Advisors, Inc.31,500$2.17M0.47%
Manchester Financial Inc29,583$2.04M0.41%
Mizuho Securities USA LLC32,429$2.02M0.04%
Standard Life Aberdeen plc28,298$1.95M0.00%
Kepler Cheuvreux (Suisse) SA26,911$1.85M0.10%
Hartford Investment Management Co26,127$1.80M0.05%
Highland Capital Management, LLC24,602$1.69M0.08%
Moore Capital Management, LP22,910$1.58M0.03%
Cumberland Partners Ltd22,500$1.55M0.10%
Bayesian Capital Management, LP21,900$1.51M0.31%
Fisher Funds Management LTD19,810$1.36M0.04%
Groupama Asset Managment17,977$1.24M0.02%
Csenge Advisory Group17,678$1.22M0.06%
Healthcare of Ontario Pension Plan Trust Fund17,620$1.21M0.00%
Norinchukin Bank, The17,491$1.20M0.02%
Williamson Legacy Group, LLC16,771$1.15M0.89%
Allstate Corp16,357$1.13M0.03%
XTX Topco Ltd16,265$1.12M0.06%
BOCHK Asset Management Ltd16,250$1.12M0.29%
Integrated Quantitative Investments LLC14,988$1.03M0.29%
Pinkerton Retirement Specialists, LLC14,546$1.00M0.11%
Straightline Group LLC13,626$915.3K0.53%
Simplex Trading, LLC12,841$883.0K0.02%
Impact Partnership Wealth, LLC12,024$827.4K0.12%
MUFG Securities Americas Inc.12,007$826.2K0.05%
Scientech Research LLC11,807$812.4K0.28%
Custom Index Systems, LLC11,757$809.0K0.24%
Precision Wealth Strategies, LLC11,606$798.6K0.26%
Morningstar Investment Management LLC10,449$719.0K0.03%
ING Groep NV10,353$712.4K0.00%
Lecap Asset Management Ltd10,347$712.0K0.25%
PFG Advisors10,323$710.3K0.03%
EntryPoint Capital, LLC9,924$682.9K0.26%
Wright Investors Service Inc9,635$663.0K0.19%
CAPROCK Group, Inc.10,156$632.9K0.02%
Exchange Traded Concepts, LLC8,620$593.1K0.01%
Forefront Wealth Partners, LLC8,006$550.9K0.14%
Jackson Wealth Management, LLC7,571$521.0K0.05%
Canada Post Corp Registered Pension Plan7,500$516.0K0.02%
Roundview Capital LLC7,132$490.8K0.03%
Alta Wealth Advisors LLC6,995$481.3K0.17%
Grandview Asset Management LLC6,049$416.2K0.12%
Tema ETFs LLC5,981$411.6K0.03%
Vicus Capital5,942$408.9K0.03%
Smith Group Asset Management, LLC5,621$386.8K0.02%
New England Research & Management, Inc.5,500$378.5K0.17%
Qtron Investments LLC5,289$363.9K0.05%
Spirepoint Private Client, LLC5,255$361.6K0.04%
U.S. Capital Wealth Advisors, LLC5,011$344.8K0.01%
CMT Capital Markets Trading GmbH4,999$344.0K0.14%
Wexford Capital LP4,763$327.7K0.10%
Requisite Capital Management, LLC4,488$308.8K0.05%
Net Worth Advisory Group4,419$304.1K0.09%
Vigilare Wealth Management4,375$301.0K0.10%
Summit Wealth Group LLC8,436$299.9K0.04%
Buckingham Strategic Partners4,376$299.3K0.00%
Aaron Wealth Advisors4,153$285.8K0.02%
Patton Fund Management, Inc.4,133$284.4K0.05%
Kovitz Investment Group Partners, LLC4,077$280.5K0.00%
Citizens Business Bank3,984$274.1K0.05%
Citizens Financial Group Inc3,836$263.9K0.00%
Old National Bancorp3,800$261.5K0.00%
Sigma Planning Corp3,717$255.8K0.01%
Strategic Blueprint, LLC3,713$255.5K0.01%
Essex Financial Services, Inc.3,653$251.4K0.02%
LGT Fund Management Co Ltd.3,650$251.0K0.02%

Sold out (77)

Institutions that held Interactive Brokers Group, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of IBKR in Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Agf Management Ltd2,064,368$114.4M
Qube Research & Technologies Ltd1,518,528$84.1M
Trivest Advisors Ltd1,317,400$73.0M
Weiss Asset Management LP449,952$24.9M
Nearwater Capital Markets, Ltd440,000$24.4M
Trexquant Investment LP405,211$22.5M
Tairen Capital Ltd383,600$21.3M
Alden Global Capital LLC260,640$14.4M
South Dakota Investment Council97,135$5.38M
Avenir Tech Ltd82,016$4.54M
Jain Global LLC79,962$4.43M
Holocene Advisors, LP64,479$3.57M
Eisler Capital Management Ltd.62,285$3.45M
Entropy Technologies, LP35,055$1.94M
Steel Peak Wealth Management LLC33,361$1.85M
Centiva Capital, LP27,956$1.55M
Polianta Ltd26,400$1.46M
Main Management ETF Advisors, LLC26,388$1.46M
SummitTX Capital, L.P.23,485$1.30M
Loring Wolcott & Coolidge Fiduciary Advisors LLP21,760$1.21M
Walleye Trading LLC21,351$1.18M
Whalen Wealth Management Inc.19,278$1.07M
Shelton Capital Management16,251$900.5K
Blueshift Asset Management, LLC16,248$900.3K
IMC-Chicago, LLC14,212$787.5K
Cottonwood Capital Advisors, LLC13,982$774.7K
Quantessence Capital LLC13,666$757.2K
Lazard Asset Management LLC13,089$725.0K
Financial Strategies Group, Inc.12,165$712.9K
AXA S.A.12,816$710.1K
Meiji Yasuda Asset Management Co Ltd.11,420$632.8K
Shell Asset Management Co10,872$602.0K
Susquehanna Fundamental Investments, LLC10,800$598.4K
La Banque Postale Asset Management SA9,584$531.0K
Abn Amro Investment Solutions8,824$488.9K
Qsemble Capital Management, LP8,732$483.8K
Laurion Capital Management LP8,559$474.3K
Versor Investments LP8,132$450.6K
Capital CS Group, LLC7,779$431.0K
Hudson Bay Capital Management LP7,070$391.7K
Alpine Global Management, LLC7,028$389.4K
Eqis Capital Management, Inc.6,946$384.9K
Leo Wealth, LLC6,220$344.6K
Oak Thistle LLC5,427$300.7K
Twinbeech Capital LP5,335$295.6K
Algert Global LLC4,888$270.8K
Meitav Dash Investments Ltd4,800$266.0K
Carmignac Gestion4,514$250.2K
ARS Investment Partners, LLC4,400$243.8K
Change Path, LLC4,368$242.0K
Oversea-Chinese Banking CORP Ltd4,328$239.8K
Global Endowment Management, LP4,276$236.9K
JT Stratford LLC3,840$212.8K
First Affirmative Financial Network3,656$202.6K
Legacy Financial Advisors, Inc.3,648$202.1K
Park Square Financial Group, LLC3,224$178.6K
V-Square Quantitative Management LLC2,292$127.0K
Kessler Investment Group, LLC1,852$102.6K
Caitong International Asset Management Co., Ltd1,226$67.9K
Bryn Mawr Trust Co849$47.0K
Ramsey Quantitative Systems800$44.3K
Optiver Holding B.V.505$28.0K
Quarry LP490$27.2K
Twin Peaks Wealth Advisors, LLC320$21.6K
NewSquare Capital LLC321$17.8K
HighMark Wealth Management LLC197$12.5K
CarsonAllaria Wealth Management, Ltd.160$8.87K
Geneos Wealth Management Inc.132$7.31K
Beacon Capital Management, LLC96$5.32K
Ridgewood Investments LLC88$4.88K
Ameritas Advisory Services, LLC72$3.99K
First Command Advisory Services, Inc.56$3.10K
Riggs Asset Managment Co. Inc.20$1.11K
HHM Wealth Advisors, LLC16$887
Stephens Consulting, LLC15$832
WealthTrak Capital Management LLC8$444
Blume Capital Management, Inc.2$111

Not filed for Q3 2025 yet (7)

Institutions that held Interactive Brokers Group, Inc. at the end of Q2 2025 and haven't filed a 13F for Q3 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBKR in Q2 2025 that haven't filed for Q3 2025
InstitutionShares, Q2 2025Value, Q2 2025
Norges Bank5,138,107$284.7M
Avantax Advisory Services, Inc.20,253$1.12M
E Fund Management Co., Ltd.20,000$1.11M
CIBC World Markets Corp18,145$1.01M
Talon Private Wealth, LLC1,688$93.5K
First Horizon Advisors, Inc.760$42.1K
Parkworth Wealth Management, Inc.12$665