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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, 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.

Institutional holdersQ3 2025: 913 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ3 2025: $26.1B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Strengthening Families & Communities, LLC0$10.00%0New
High Note Wealth, LLC4$2750.00%00.0%Unchanged
MV Capital Management, Inc.4$2760.00%00.0%Unchanged
Seneschal Advisors, LLC4$2760.00%+4New
Davis Capital Management5$3440.00%+5New
HFM Investment Advisors, LLC6$4130.00%+2+50.0%Added
Parkside Financial Bank & Trust7$4820.00%−841−99.2%Reduced
Ameriflex Group, Inc.8$5500.00%+8New
SJS Investment Consulting Inc.8$5510.00%00.0%Unchanged
Raffa Wealth Management, LLC9$6190.00%+9New
CBIZ Investment Advisory Services, LLC10$6880.00%00.0%Unchanged
WestEnd Advisors, LLC10$6880.00%+10New
American Capital Advisory, LLC11$7570.00%00.0%Unchanged
Quaker Wealth Management, LLC12$8260.00%−1,600−99.3%Reduced
Hughes Financial Services, LLC12$8540.00%00.0%Unchanged
Ogorek Anthony Joseph24$1.00K0.00%00.0%Unchanged
Plante Moran Financial Advisors, LLC17$1.17K0.00%+17New
TFC Financial Management18$1.24K0.00%+14+350.0%Added
Westfuller Advisors, LLC19$1.31K0.00%+19New
Onefund, LLC21$1.45K0.00%+21New
Roxbury Financial LLC22$1.49K0.00%−2−8.3%Reduced
Principia Wealth Advisory, LLC22$1.51K0.00%+3+15.8%Added
DiNuzzo Private Wealth, Inc.26$1.62K0.00%+2+8.3%Added
Prestige Wealth Management Group LLC24$1.65K0.00%00.0%Unchanged
Aspect Partners, LLC26$1.79K0.00%+26New
Breakwater Investment Management28$1.93K0.00%00.0%Unchanged
Marquette Asset Management, LLC29$2.00K0.00%+29New
Cloud Capital Management, LLC32$2.00K0.00%+32New
Montag A & Associates Inc29$2.00K0.00%−3−9.4%Reduced
Essential Partners LLC30$2.06K0.00%+14+87.5%Added
Financial Management Professionals, Inc.32$2.20K0.00%00.0%Unchanged
Bogart Wealth, LLC32$2.20K0.00%+8+33.3%Added
Sachetta, LLC35$2.41K0.00%+35New
Orion Capital Management LLC36$2.48K0.00%00.0%Unchanged
Investment Counsel Co of Nevada36$2.48K0.01%00.0%Unchanged
Manchester Capital Management LLC36$2.48K0.00%+30+500.0%Added
Rossby Financial, LCC37$2.54K0.00%+37New
Painted Porch Advisors LLC40$2.75K0.00%00.0%Unchanged
MB, Levis & Associates, LLC40$2.75K0.00%+40New
Kilter Group LLC40$2.75K0.00%+20+100.0%Added
Johnson Financial Group, Inc.42$2.89K0.00%+42New
Capital Advisors, Ltd. LLC44$3.00K0.00%00.0%Unchanged
TD Capital Management LLC48$3.32K0.00%00.0%Unchanged
Davidson Capital Management Inc.49$3.37K0.00%+49New
ZRC Wealth Management, LLC49$3.37K0.00%+49New
Grove Bank & Trust50$3.44K0.00%+10+25.0%Added
Cornerstone Planning Group LLC53$3.63K0.00%+24+82.8%Added
Sunbelt Securities, Inc.56$3.85K0.00%+28+100.0%Added
Guerra Advisors Inc56$3.85K0.00%+56New
Avion Wealth60$4.00K0.00%+12+25.0%Added
Valley National Advisers Inc59$4.00K0.00%+59New
Cromwell Holdings LLC60$4.13K0.00%00.0%Unchanged
First United Bank Trust64$4.40K0.00%00.0%Unchanged
Sofos Investments, Inc.71$4.89K0.00%+71New
Thompson Investment Management, Inc.72$4.95K0.00%+72New
Phoenix Holdings Ltd.26,417$4.99K0.00%+4,337+19.6%Added
T. Rowe Price Investment Management, Inc.62$5.00K0.00%+62New
UMA Financial Services, Inc.79$5.44K0.00%+67+558.3%Added
Steigerwald, Gordon & Koch Inc.80$5.50K0.00%+80New
True Wealth Design, LLC84$5.80K0.00%+10+13.5%Added
South State Corp.88$6.05K0.00%−56−38.9%Reduced
Annis Gardner Whiting Capital Advisors, LLC88$6.06K0.00%+16+22.2%Added
Marshall & Sterling Wealth Advisors Inc.89$6.12K0.00%+89New
Aventura Private Wealth, LLC90$6.19K0.00%+90New
RMG Wealth Management LLC100$6.47K0.00%00.0%Unchanged
Valued Wealth Advisors LLC96$6.61K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.96$6.61K0.00%00.0%Unchanged
Howard Hughes Medical Institute96$6.61K0.00%+96New
McIlrath & Eck, LLC101$6.92K0.00%+1+1.0%Added
Zions Bancorporation, National Association101$6.95K0.00%+101New
Bell Investment Advisors, Inc104$7.16K0.00%00.0%Unchanged
JFS Wealth Advisors, LLC108$7.43K0.00%00.0%Unchanged
Bare Financial Services, Inc114$7.84K0.00%+26+29.5%Added
Morton Brown Family Wealth, LLC116$7.98K0.00%+116New
Ancora Advisors, LLC120$8.26K0.00%00.0%Unchanged
Noble Wealth Management PBC120$8.26K0.00%+120New
Asset Dedication, LLC124$8.53K0.00%00.0%Unchanged
Wolff Wiese Magana LLC124$8.53K0.00%00.0%Unchanged
Rothschild Investment LLC125$8.60K0.00%+65+108.3%Added
Colonial Trust Co128$8.81K0.00%+8+6.7%Added
Tortoise Investment Management, LLC129$8.88K0.00%+109+545.0%Added
FNY Investment Advisers, LLC137$9.00K0.00%+137New
JPL Wealth Management, LLC148$10.2K0.00%+148New
Bokf, NA167$11.5K0.00%−57−25.4%Reduced
Lowe Wealth Advisors, LLC168$11.6K0.00%00.0%Unchanged
Golden State Wealth Management, LLC172$11.8K0.00%+172New
Bruce G. Allen Investments, LLC180$12.4K0.01%00.0%Unchanged
Salomon & Ludwin, LLC186$13.1K0.00%+186New
Bullock Wealth Management Group192$13.2K0.01%+192New
Cetera Trust Company, N.A200$13.8K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.200$13.8K0.00%+96+92.3%Added
SOA Wealth Advisors, LLC.200$13.8K0.00%+200New
Trifecta Capital Advisors, LLC204$14.0K0.00%+204New
Rakuten Securities, Inc.205$14.1K0.01%+174+561.3%Added
First Horizon Corp212$14.6K0.00%+212New
Palisade Asset Management, LLC216$14.9K0.00%+216New
CoreCap Advisors, LLC245$16.9K0.00%+13+5.6%Added
Hollencrest Capital Management250$17.2K0.00%+28+12.6%Added
Hemington Wealth Management280$19.0K0.00%+22+8.5%Added
IMA Wealth, Inc.277$19.1K0.00%+277New