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 |
|---|---|---|---|---|---|
| Root Financial Partners, LLC | 279 | $19.2K | 0.00% | +279 | New |
| Eastern Bank | 280 | $19.3K | 0.00% | +280 | New |
| Farmers & Merchants Investments Inc | 285 | $19.6K | 0.00% | −71−19.9% | Reduced |
| Mather Group, LLC. | 293 | $20.2K | 0.00% | +293 | New |
| Harbor Investment Advisory, LLC | 300 | $20.6K | 0.00% | −100−25.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 304 | $20.9K | 0.00% | +304 | New |
| Tidemark, LLC | 304 | $20.9K | 0.01% | −212−41.1% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 307 | $21.1K | 0.00% | +75+32.3% | Added |
| AdvisorNet Financial, Inc | 317 | $21.8K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 340 | $23.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 351 | $24.2K | 0.00% | +351 | New |
| American National Bank | 384 | $26.4K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 400 | $27.4K | 0.02% | +400 | New |
| Newbridge Financial Services Group, Inc. | 401 | $27.6K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 420 | $28.9K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 437 | $30.1K | 0.00% | +437 | New |
| Huntington National Bank | 448 | $30.8K | 0.00% | −68−13.2% | Reduced |
| Capital Analysts, LLC | 464 | $31.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 484 | $33.3K | 0.01% | −80−14.2% | Reduced |
| Harbour Investments, Inc. | 536 | $36.9K | 0.00% | +160+42.6% | Added |
| ORG Partners LLC | 566 | $38.9K | 0.01% | +87+18.2% | Added |
| LFA - Lugano Financial Advisors SA | 576 | $39.6K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 580 | $39.9K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 632 | $43.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 720 | $49.5K | 0.01% | +8+1.1% | Added |
| MAI Capital Management | 764 | $52.5K | 0.00% | −995−56.6% | Reduced |
| Rialto Wealth Management, LLC | 766 | $52.7K | 0.01% | +2+0.3% | Added |
| Clear Street Markets LLC | 768 | $52.8K | 0.02% | +768 | New |
| Smithfield Trust Co | 764 | $53.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 788 | $54.2K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 800 | $55.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 800 | $55.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 813 | $56.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 815 | $56.1K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 863 | $59.4K | 0.02% | +1+0.1% | Added |
| Close Asset Management Ltd | 872 | $60.0K | 0.00% | +872 | New |
| Creative Financial Designs Inc | 940 | $64.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 960 | $66.1K | 0.01% | +960 | New |
| Adirondack Trust Co | 1,000 | $68.8K | 0.02% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,019 | $70.1K | 0.01% | +1,019 | New |
| Meeder Asset Management Inc | 1,125 | $77.4K | 0.00% | +753+202.4% | Added |
| SBI Securities Co., Ltd. | 1,180 | $81.2K | 0.00% | +180+18.0% | Added |
| North Capital, Inc. | 1,181 | $81.3K | 0.06% | +1+0.1% | Added |
| Transamerica Financial Advisors, Inc. | 1,191 | $82.0K | 0.01% | +1,191 | New |
| Sentry Investment Management LLC | 1,153 | $83.0K | 0.06% | +1,153 | New |
| Umb Bank N A | 1,208 | $83.1K | 0.00% | −3,268−73.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,212 | $83.4K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1,224 | $84.2K | 0.02% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1,289 | $88.7K | 0.04% | +1,289 | New |
| Quest 10 Wealth Builders, Inc. | 1,307 | $89.9K | 0.08% | −49−3.6% | Reduced |
| Massmutual Trust Co FSB | 1,450 | $99.8K | 0.00% | −66−4.4% | Reduced |
| Parallel Advisors, LLC | 1,455 | $100.1K | 0.00% | +123+9.2% | Added |
| Abich Financial Wealth Management LLC | 1,458 | $100.3K | 0.04% | +1,458 | New |
| Cullen/Frost Bankers, Inc. | 1,462 | $100.6K | 0.00% | +35+2.5% | Added |
| Westpac Banking Corp | 1,520 | $104.6K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,556 | $107.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 1,590 | $109.0K | 0.06% | +74+4.9% | Added |
| iA Global Asset Management Inc. | 1,625 | $112.0K | 0.00% | +1,625 | New |
| Smartleaf Asset Management LLC | 1,650 | $113.5K | 0.01% | +401+32.1% | Added |
| Activest Wealth Management | 1,662 | $114.4K | 0.02% | +6+0.4% | Added |
| Versant Capital Management, Inc | 1,684 | $115.9K | 0.02% | −44−2.5% | Reduced |
| Trust Co of Toledo NA | 1,744 | $120.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 1,800 | $123.9K | 0.03% | +1,000+125.0% | Added |
| Ci Investments Inc. | 1,902 | $131.0K | 0.00% | −39−2.0% | Reduced |
| Accent Capital Management, LLC | 1,920 | $132.1K | 0.06% | 00.0% | Unchanged |
| Whittier Trust Co | 1,920 | $135.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 1,968 | $135.4K | 0.00% | +1,968 | New |
| Private Trust Co NA | 1,990 | $136.9K | 0.01% | +6+0.3% | Added |
| Bay Harbor Wealth Management, LLC | 2,047 | $140.9K | 0.04% | −403−16.4% | Reduced |
| Centaurus Financial, Inc. | 2,074 | $143.0K | 0.01% | +2,074 | New |
| Clearstead Advisors, LLC | 2,084 | $143.4K | 0.00% | −836−28.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,157 | $148.4K | 0.00% | +401+22.8% | Added |
| HM Payson & Co | 2,278 | $156.8K | 0.00% | +1,789+365.8% | Added |
| Ostrum Asset Management | 2,347 | $161.5K | 0.01% | −73−3.0% | Reduced |
| Sterling Capital Management LLC | 2,431 | $167.3K | 0.00% | +20+0.8% | Added |
| GHP Investment Advisors, Inc. | 2,501 | $172.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,607 | $179.4K | 0.01% | −2,520−49.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,572 | $181.0K | 0.00% | +1,032+67.0% | Added |
| Anchor Investment Management, LLC | 2,677 | $184.2K | 0.02% | +125+4.9% | Added |
| Bey-Douglas LLC | 2,872 | $197.6K | 0.15% | +2,872 | New |
| CIBC Private Wealth Group, LLC | 2,880 | $198.2K | 0.00% | −1,008−25.9% | Reduced |
| Skopos Labs, Inc. | 3,718 | $200.6K | 0.03% | −8−0.2% | Reduced |
| MJP Associates Inc | 2,916 | $200.6K | 0.03% | +2,916 | New |
| Quent Capital, LLC | 2,918 | $200.8K | 0.02% | +2,918 | New |
| Avestar Capital, LLC | 2,920 | $200.9K | 0.01% | +2,920 | New |
| Sherman Porfolios, LLC | 2,931 | $201.7K | 0.07% | +2,931 | New |
| Capital Asset Advisory Services LLC | 2,946 | $202.7K | 0.01% | +2,946 | New |
| Frisch Financial Group, Inc. | 2,964 | $204.0K | 0.05% | +2,964 | New |
| Stratos Wealth Partners, LTD. | 2,969 | $204.3K | 0.00% | +2,969 | New |
| ClearAlpha Technologies LP | 2,976 | $204.8K | 0.56% | +2,976 | New |
| Venture Visionary Partners LLC | 2,988 | $205.6K | 0.01% | +2,988 | New |
| White Knight Strategic Wealth Advisors, LLC | 2,996 | $206.2K | 0.16% | +2,996 | New |
| Lowe Brockenbrough & Co Inc | 3,024 | $208.1K | 0.01% | +3,024 | New |
| Goldstein Advisors, LLC | 3,037 | $209.0K | 0.03% | +3,037 | New |
| Penserra Capital Management LLC | 3,062 | $209.0K | 0.00% | +822+36.7% | Added |
| Rathbone Brothers plc | 3,040 | $209.2K | 0.00% | +3,040 | New |
| Trust Point Inc. | 3,052 | $210.0K | 0.02% | +3,052 | New |
| Assetmark, Inc | 3,059 | $210.5K | 0.00% | −503−14.1% | Reduced |
| Glenmede Investment Management, LP | 3,089 | $212.6K | 0.00% | +3,089 | New |
| Marex Group plc | 3,113 | $214.2K | 0.00% | +3,113 | New |