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.
| 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 |
|---|---|---|---|---|---|
| Egerton Capital (UK) LLP | 6,254,134 | $430.3M | 4.54% | −1,802,710−22.4% | Reduced |
| Bank of America Corp | 7,628,167 | $524.9M | 0.04% | +33,261+0.4% | Added |
| JPMorgan Chase & Co | 9,050,456 | $622.8M | 0.04% | −1,097,942−10.8% | Reduced |
| Orbis Allan Gray Ltd | 9,543,872 | $656.7M | 2.82% | −196,200−2.0% | Reduced |
| Geode Capital Management, LLC | 10,344,360 | $712.1M | 0.05% | +3,661,731+54.8% | Added |
| Greenwich Wealth Management LLC | 10,367,276 | $713.4M | 35.59% | −497,256−4.6% | Reduced |
| Wellington Management Group LLP | 10,901,171 | $750.1M | 0.13% | +1,630,620+17.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12,174,526 | $837.7M | 2.04% | −315,575−2.5% | Reduced |
| Cantillon Capital Management LLC | 12,664,026 | $871.4M | 4.80% | −139,605−1.1% | Reduced |
| State Street Corp | 18,648,758 | $1.28B | 0.04% | +3,517,729+23.2% | Added |
| BlackRock, Inc. | 30,968,967 | $2.13B | 0.04% | −9,267,761−23.0% | Reduced |
| Vanguard Group Inc | 52,859,085 | $3.64B | 0.05% | +11,048,679+26.4% | Added |
| Rakuten Investment Management, Inc. | 13,056 | – | – | +13,056 | New |
| Agf Management Ltd | 0 | $0 | 0.00% | −2,064,368−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,518,528−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −1,317,400−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −449,952−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −440,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −405,211−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −383,600−100.0% | Sold out |
| Alden Global Capital LLC | 0 | $0 | 0.00% | −260,640−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −97,135−100.0% | Sold out |
| Avenir Tech Ltd | 0 | $0 | 0.00% | −82,016−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −79,962−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −64,479−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −62,285−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −35,055−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −33,361−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −27,956−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −26,400−100.0% | Sold out |
| Main Management ETF Advisors, LLC | 0 | $0 | 0.00% | −26,388−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −23,485−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −21,760−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −21,351−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −19,278−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −16,251−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −16,248−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −14,212−100.0% | Sold out |
| Cottonwood Capital Advisors, LLC | 0 | $0 | 0.00% | −13,982−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −13,666−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −13,089−100.0% | Sold out |
| Financial Strategies Group, Inc. | 0 | $0 | 0.00% | −12,165−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −12,816−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −11,420−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −10,872−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −9,584−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −8,824−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,732−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −8,559−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,132−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −7,779−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −6,946−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −6,220−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −5,427−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −4,888−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −4,514−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −4,368−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −4,328−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −4,276−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −3,840−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −3,656−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −3,224−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −2,292−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −1,852−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −1,226−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Ramsey Quantitative Systems | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −505−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| HighMark Wealth Management LLC | 0 | $0 | 0.00% | −197−100.0% | Sold out |
| CarsonAllaria Wealth Management, Ltd. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Riggs Asset Managment Co. Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| HHM Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Blume Capital Management, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| E Fund Management Co., Ltd. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Talon Private Wealth, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |