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 |
|---|---|---|---|---|---|
| Aspen Grove Capital, LLC | 3,128 | $215.2K | 0.04% | +3,128 | New |
| HBK Sorce Advisory LLC | 3,093 | $215.8K | 0.01% | +3,093 | New |
| Los Angeles Capital Management LLC | 3,160 | $217.4K | 0.00% | +3,160 | New |
| Cyndeo Wealth Partners, LLC | 3,162 | $217.6K | 0.01% | +3,162 | New |
| Voya Financial Advisors, Inc. | 3,188 | $219.3K | 0.02% | +3,188 | New |
| Kingsview Wealth Management, LLC | 3,192 | $219.6K | 0.00% | +3,192 | New |
| Western Pacific Wealth Management, LP | 3,200 | $220.2K | 0.21% | 00.0% | Unchanged |
| Longboard Asset Management, LP | 3,204 | $220.5K | 0.36% | +3,204 | New |
| Curated Wealth Partners LLC | 3,208 | $220.7K | 0.03% | +3,208 | New |
| Insigneo Advisory Services, LLC | 3,213 | $221.1K | 0.02% | +3,213 | New |
| LRI Investments, LLC | 3,260 | $224.3K | 0.02% | −893−21.5% | Reduced |
| Forum Financial Management, LP | 3,260 | $224.3K | 0.00% | +3,260 | New |
| Commerce Bank | 3,281 | $225.8K | 0.00% | +3,281 | New |
| Mach-1 Financial Group, Inc. | 3,359 | $231.1K | 0.04% | +3,359 | New |
| Integrity Advisory Solutions, LLC | 3,359 | $231.1K | 0.04% | +3,359 | New |
| Hazlett, Burt & Watson, Inc. | 3,398 | $234.0K | 0.08% | +1,497+78.7% | Added |
| Brown Brothers Harriman & Co | 3,422 | $235.5K | 0.00% | +878+34.5% | Added |
| Mitchell McLeod Pugh & Williams Inc | 3,445 | $236.5K | 0.04% | +3,445 | New |
| Belpointe Asset Management LLC | 3,440 | $236.8K | 0.01% | −276−7.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,462 | $238.2K | 0.02% | +2,213+177.2% | Added |
| TABR Capital Management, LLC | 3,464 | $238.3K | 0.16% | +3,464 | New |
| Eagle Bay Advisors LLC | 3,471 | $238.9K | 0.19% | −189−5.2% | Reduced |
| Rede Wealth, LLC | 3,471 | $238.9K | 0.19% | +3,471 | New |
| Valeo Financial Advisors, LLC | 3,477 | $239.3K | 0.01% | +3,477 | New |
| KG&L Capital Management,LLC | 3,497 | $240.6K | 0.07% | −767−18.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,508 | $241.4K | 0.00% | −2,124−37.7% | Reduced |
| Prospera Financial Services Inc | 3,565 | $245.3K | 0.00% | −185−4.9% | Reduced |
| Keybank National Association | 3,588 | $246.9K | 0.00% | −159−4.2% | Reduced |
| International Assets Investment Management, LLC | 4,384 | $246.9K | 0.02% | 00.0% | Unchanged |
| Cornerstone Capital, Inc. | 3,600 | $247.7K | 0.02% | −1,100−23.4% | Reduced |
| Sequoia Financial Advisors, LLC | 3,619 | $249.0K | 0.00% | +3,619 | New |
| WCM Investment Management, LLC | 3,622 | $249.2K | 0.00% | +3,622 | New |
| Retirement Guys Formula LLC | 3,622 | $249.2K | 0.09% | −161−4.3% | Reduced |
| LGT Fund Management Co Ltd. | 3,650 | $251.0K | 0.02% | +3,650 | New |
| Essex Financial Services, Inc. | 3,653 | $251.4K | 0.02% | +3,653 | New |
| Rehmann Capital Advisory Group | 3,657 | $251.6K | 0.01% | −426−10.4% | Reduced |
| Signaturefd, LLC | 3,674 | $252.8K | 0.00% | +258+7.6% | Added |
| VestGen Advisors, LLC | 3,695 | $254.3K | 0.01% | −718−16.3% | Reduced |
| Strategic Blueprint, LLC | 3,713 | $255.5K | 0.01% | +3,713 | New |
| Sigma Planning Corp | 3,717 | $255.8K | 0.01% | +3,717 | New |
| CVA Family Office, LLC | 3,772 | $259.6K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 3,776 | $259.8K | 0.01% | +48+1.3% | Added |
| Old National Bancorp | 3,800 | $261.5K | 0.00% | +3,800 | New |
| Archer Investment Corp | 3,808 | $262.0K | 0.06% | +208+5.8% | Added |
| Aviance Capital Partners, LLC | 3,820 | $262.9K | 0.03% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,827 | $263.3K | 0.04% | −10.0% | Reduced |
| Citizens Financial Group Inc | 3,836 | $263.9K | 0.00% | +3,836 | New |
| City National Bank of Florida | 3,860 | $265.6K | 0.18% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,860 | $265.6K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,884 | $267.3K | 0.01% | −1,026−20.9% | Reduced |
| GeoWealth Management, LLC | 3,889 | $267.6K | 0.01% | −923−19.2% | Reduced |
| Citizens Business Bank | 3,984 | $274.1K | 0.05% | +3,984 | New |
| Capstone Investment Advisors, LLC | 4,037 | $277.8K | 0.00% | −8,592−68.0% | Reduced |
| ASR Vermogensbeheer N.V. | 4,074 | $280.3K | 0.00% | +66+1.6% | Added |
| Kovitz Investment Group Partners, LLC | 4,077 | $280.5K | 0.00% | +4,077 | New |
| Hantz Financial Services, Inc. | 4,086 | $281.0K | 0.00% | +1,005+32.6% | Added |
| Ameritas Investment Partners, Inc. | 4,120 | $283.5K | 0.01% | −80,502−95.1% | Reduced |
| Patton Fund Management, Inc. | 4,133 | $284.4K | 0.05% | +4,133 | New |
| Aaron Wealth Advisors | 4,153 | $285.8K | 0.02% | +4,153 | New |
| Boyar Asset Management Inc. | 4,169 | $286.9K | 0.18% | −715−14.6% | Reduced |
| Cigna Investments Inc | 4,188 | $288.0K | 0.04% | 00.0% | Unchanged |
| Capital Advisors Inc | 4,210 | $289.7K | 0.00% | +110+2.7% | Added |
| Kingswood Wealth Advisors, LLC | 4,229 | $291.0K | 0.02% | +68+1.6% | Added |
| Zacks Investment Management | 4,239 | $291.7K | 0.00% | −15,934−79.0% | Reduced |
| Meadow Creek Wealth Advisors LLC | 4,284 | $293.5K | 0.19% | −316−6.9% | Reduced |
| Buckingham Strategic Partners | 4,376 | $299.3K | 0.00% | +4,376 | New |
| Facet Wealth, Inc. | 4,355 | $299.6K | 0.01% | −413−8.7% | Reduced |
| Summit Wealth Group LLC | 8,436 | $299.9K | 0.04% | +8,436 | New |
| Vigilare Wealth Management | 4,375 | $301.0K | 0.10% | +4,375 | New |
| Blair William & Co | 4,404 | $303.1K | 0.00% | +339+8.3% | Added |
| RSM US Wealth Management LLC | 4,260 | $304.0K | 0.00% | −570−11.8% | Reduced |
| Net Worth Advisory Group | 4,419 | $304.1K | 0.09% | +4,419 | New |
| Howe & Rusling Inc | 4,427 | $304.6K | 0.02% | −349−7.3% | Reduced |
| Norden Group LLC | 4,487 | $308.7K | 0.03% | −1,549−25.7% | Reduced |
| Requisite Capital Management, LLC | 4,488 | $308.8K | 0.05% | +4,488 | New |
| Principal Securities, Inc. | 4,511 | $310.4K | 0.01% | +768+20.5% | Added |
| PUREfi Wealth, LLC | 4,554 | $313.4K | 0.24% | +206+4.7% | Added |
| CWM, LLC | 4,567 | $314.0K | 0.00% | +229+5.3% | Added |
| Apollon Wealth Management, LLC | 4,596 | $316.3K | 0.01% | −232−4.8% | Reduced |
| West Family Investments, Inc. | 4,647 | $319.8K | 0.07% | +791+20.5% | Added |
| Meeder Advisory Services, Inc. | 4,649 | $319.9K | 0.01% | +272+6.2% | Added |
| Atticus Wealth Management, LLC | 4,760 | $327.5K | 0.08% | +2,304+93.8% | Added |
| Wexford Capital LP | 4,763 | $327.7K | 0.10% | +4,763 | New |
| Fidelis Capital Partners, LLC | 4,960 | $341.3K | 0.03% | +466+10.4% | Added |
| Colony Group, LLC | 4,982 | $342.9K | 0.00% | −4,070−45.0% | Reduced |
| CMT Capital Markets Trading GmbH | 4,999 | $344.0K | 0.14% | +4,999 | New |
| Edmond de Rothschild Holding S.A. | 5,008 | $344.6K | 0.01% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 5,011 | $344.8K | 0.25% | −105−2.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,011 | $344.8K | 0.01% | +5,011 | New |
| Great Valley Advisor Group, Inc. | 5,128 | $353.0K | 0.01% | +320+6.7% | Added |
| Midwest Professional Planners, LTD. | 5,149 | $354.3K | 0.09% | −231−4.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 5,200 | $357.0K | 0.00% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,255 | $361.6K | 0.04% | +5,255 | New |
| Fundamentun, LLC | 5,284 | $363.6K | 0.02% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 5,288 | $363.9K | 0.07% | 00.0% | Unchanged |
| Qtron Investments LLC | 5,289 | $363.9K | 0.05% | +5,289 | New |
| Harvest Fund Management Co., Ltd | 5,324 | $366.0K | 0.02% | +5,232+5,687.0% | Added |
| Commons Capital, LLC | 5,370 | $369.5K | 0.25% | +27+0.5% | Added |
| New England Research & Management, Inc. | 5,500 | $378.5K | 0.17% | +5,500 | New |
| Integrated Advisors Network LLC | 5,511 | $379.2K | 0.02% | −219−3.8% | Reduced |