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 |
|---|---|---|---|---|---|
| Premier Path Wealth Partners, LLC | 5,590 | $384.6K | 0.05% | +250+4.7% | Added |
| Smith Group Asset Management, LLC | 5,621 | $386.8K | 0.02% | +5,621 | New |
| Stephens Inc | 5,786 | $398.1K | 0.01% | −334−5.5% | Reduced |
| Freestone Capital Holdings, LLC | 5,820 | $400.5K | 0.01% | −508−8.0% | Reduced |
| Vicus Capital | 5,942 | $408.9K | 0.03% | +5,942 | New |
| DekaBank Deutsche Girozentrale | 6,043 | $410.0K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 5,976 | $411.2K | 0.02% | −60−1.0% | Reduced |
| Tema ETFs LLC | 5,981 | $411.6K | 0.03% | +5,981 | New |
| Independent Advisor Alliance | 5,991 | $412.2K | 0.01% | −718−10.7% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,000 | $412.9K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 6,007 | $413.3K | 0.01% | −13−0.2% | Reduced |
| Grandview Asset Management LLC | 6,049 | $416.2K | 0.12% | +6,049 | New |
| Aureus Asset Management, LLC | 6,116 | $420.8K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,224 | $428.3K | 0.00% | +590+10.5% | Added |
| Callan Family Office, LLC | 6,312 | $434.3K | 0.01% | −1,500−19.2% | Reduced |
| IHT Wealth Management, LLC | 6,317 | $434.7K | 0.01% | +186+3.0% | Added |
| Seeds Investor LLC | 6,323 | $435.1K | 0.09% | −120−1.9% | Reduced |
| Summit Trail Advisors, LLC | 6,339 | $436.2K | 0.01% | +315+5.2% | Added |
| Sagespring Wealth Partners, LLC | 6,339 | $436.2K | 0.01% | −44−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 6,348 | $436.8K | 0.03% | −286−4.3% | Reduced |
| Profund Advisors LLC | 6,355 | $437.3K | 0.01% | −3,742−37.1% | Reduced |
| Virtue Capital Management, LLC | 2,237 | $439.0K | 0.10% | −27,563−92.5% | Reduced |
| Bayforest Capital Ltd | 6,447 | $443.6K | 0.21% | +5,680+740.5% | Added |
| Fairfield Financial Advisors, LTD | 6,480 | $445.9K | 0.15% | +106+1.7% | Added |
| Fulton Bank, N.A. | 6,502 | $447.4K | 0.02% | −1,822−21.9% | Reduced |
| Costello Asset Management, INC | 6,555 | $451.1K | 0.15% | +1,403+27.2% | Added |
| Integrated Wealth Concepts LLC | 6,561 | $451.5K | 0.00% | −2,805−29.9% | Reduced |
| Leeward Financial Partners, LLC | 6,785 | $466.9K | 0.13% | +2,024+42.5% | Added |
| Meyer Handelman Co | 6,800 | $467.9K | 0.01% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,852 | $471.5K | 0.01% | +202+3.0% | Added |
| Skba Capital Management LLC | 6,892 | $474.2K | 0.07% | 00.0% | Unchanged |
| Wedmont Private Capital | 6,867 | $476.2K | 0.02% | +1,603+30.5% | Added |
| Hilltop Holdings Inc. | 6,928 | $476.7K | 0.03% | +2,608+60.4% | Added |
| Alta Wealth Advisors LLC | 6,995 | $481.3K | 0.17% | +6,995 | New |
| Nemes Rush Group LLC | 7,014 | $482.6K | 0.05% | +117+1.7% | Added |
| Tower Research Capital LLC (TRC) | 7,035 | $484.1K | 0.01% | −11,551−62.1% | Reduced |
| Richard P Slaughter Associates Inc | 7,100 | $488.6K | 0.11% | −724−9.3% | Reduced |
| Leuthold Group, LLC | 7,100 | $488.6K | 0.05% | 00.0% | Unchanged |
| DRW Securities, LLC | 7,112 | $489.6K | 0.03% | +2,707+61.5% | Added |
| Roundview Capital LLC | 7,132 | $490.8K | 0.03% | +7,132 | New |
| Alps Advisors Inc | 7,159 | $492.6K | 0.00% | −1,173−14.1% | Reduced |
| Brady Martz Wealth Solutions, LLC | 7,164 | $493.0K | 0.09% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 7,250 | $498.9K | 0.02% | +226+3.2% | Added |
| Bridgefront Capital, LLC | 7,263 | $499.8K | 0.15% | −3,968−35.3% | Reduced |
| Wealth Alliance | 7,312 | $503.1K | 0.05% | −1,462−16.7% | Reduced |
| Allworth Financial LP | 7,363 | $506.6K | 0.00% | +183+2.5% | Added |
| Canada Post Corp Registered Pension Plan | 7,500 | $516.0K | 0.02% | +7,500 | New |
| United Capital Financial Advisers, LLC | 7,520 | $517.5K | 0.00% | +2,328+44.8% | Added |
| EverSource Wealth Advisors, LLC | 7,549 | $519.5K | 0.02% | −2,286−23.2% | Reduced |
| Jackson Wealth Management, LLC | 7,571 | $521.0K | 0.05% | +7,571 | New |
| Journey Strategic Wealth LLC | 7,617 | $524.1K | 0.01% | +434+6.0% | Added |
| Evergreen Capital Management LLC | 7,666 | $527.5K | 0.01% | +1,182+18.2% | Added |
| Fisher Asset Management, LLC | 7,764 | $534.3K | 0.00% | −1,366−15.0% | Reduced |
| Richard W. Paul & Associates, LLC | 7,789 | $535.9K | 0.18% | −1,952−20.0% | Reduced |
| Great Lakes Advisors, LLC | 7,815 | $537.8K | 0.00% | −203−2.5% | Reduced |
| Summit Financial, LLC | 7,877 | $542.0K | 0.01% | +1,099+16.2% | Added |
| 180 Wealth Advisors, LLC | 7,965 | $548.1K | 0.07% | −30.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,000 | $550.5K | 0.01% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 8,005 | $550.8K | 0.37% | −171−2.1% | Reduced |
| Forefront Wealth Partners, LLC | 8,006 | $550.9K | 0.14% | +8,006 | New |
| ABLE Financial Group, LLC | 8,083 | $556.2K | 0.12% | +1,603+24.7% | Added |
| Fifth Third Wealth Advisors LLC | 8,122 | $558.9K | 0.02% | −6,494−44.4% | Reduced |
| Acadian Asset Management LLC | 8,144 | $559.0K | 0.00% | −28,623−77.8% | Reduced |
| Ritholtz Wealth Management | 8,293 | $570.7K | 0.01% | −260−3.0% | Reduced |
| Prudential PLC | 8,412 | $578.8K | 0.00% | −24,360−74.3% | Reduced |
| Putney Financial Group LLC | 8,440 | $580.8K | 0.58% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 8,522 | $586.4K | 0.01% | −19,878−70.0% | Reduced |
| Rockefeller Capital Management L.P. | 8,609 | $592.4K | 0.00% | −5,964−40.9% | Reduced |
| Exchange Traded Concepts, LLC | 8,620 | $593.1K | 0.01% | +8,620 | New |
| Lido Advisors, LLC | 8,666 | $596.4K | 0.00% | +37+0.4% | Added |
| Northwest & Ethical Investments L.P. | 8,788 | $604.6K | 0.01% | −2,160−19.7% | Reduced |
| ArrowMark Colorado Holdings LLC | 8,800 | $605.5K | 0.01% | 00.0% | Unchanged |
| Heartland Advisors Inc | 8,802 | $605.7K | 0.03% | −10,106−53.4% | Reduced |
| Park Capital Management, LLC | 8,915 | $613.5K | 0.49% | −20−0.2% | Reduced |
| Park Avenue Securities LLC | 8,920 | $614.0K | 0.00% | +1,404+18.7% | Added |
| Thrive Wealth Management, LLC | 8,950 | $615.9K | 0.09% | +259+3.0% | Added |
| R Squared Ltd | 9,021 | $620.7K | 0.27% | +5,279+141.1% | Added |
| HB Wealth Management, LLC | 9,053 | $622.9K | 0.00% | −951−9.5% | Reduced |
| FourThought Financial Partners, LLC | 9,073 | $624.3K | 0.05% | +4,555+100.8% | Added |
| NorthRock Partners, LLC | 9,151 | $629.7K | 0.01% | +3,519+62.5% | Added |
| CAPROCK Group, Inc. | 10,156 | $632.9K | 0.02% | +10,156 | New |
| Maridea Wealth Management LLC | 9,463 | $633.5K | 0.10% | +11+0.1% | Added |
| Farther Finance Advisors, LLC | 9,263 | $637.4K | 0.01% | +1,885+25.5% | Added |
| Ameliora Wealth Management Ltd. | 9,427 | $648.7K | 0.22% | +4,603+95.4% | Added |
| Strategic Investment Advisors | 9,507 | $654.2K | 0.06% | −3,042−24.2% | Reduced |
| Vise Technologies, Inc. | 9,616 | $661.7K | 0.02% | −23,192−70.7% | Reduced |
| Wright Investors Service Inc | 9,635 | $663.0K | 0.19% | +9,635 | New |
| Severin Investments, LLC | 9,689 | $666.7K | 0.59% | −1,181−10.9% | Reduced |
| Warther Private Wealth, LLC | 9,820 | $675.7K | 0.16% | −6,700−40.6% | Reduced |
| Schroder Investment Management Group | 9,895 | $680.8K | 0.00% | +5,667+134.0% | Added |
| EntryPoint Capital, LLC | 9,924 | $682.9K | 0.26% | +9,924 | New |
| Raleigh Capital Management Inc. | 9,925 | $682.9K | 0.26% | −2,273−18.6% | Reduced |
| Joel Isaacson & Co., LLC | 9,947 | $684.4K | 0.02% | +12+0.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,948 | $684.5K | 0.01% | 00.0% | Unchanged |
| Mount Lucas Management LP | 10,066 | $692.6K | 0.31% | −766−7.1% | Reduced |
| Crewe Advisors LLC | 10,192 | $701.3K | 0.07% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 10,221 | $703.3K | 0.41% | +167+1.7% | Added |
| PFG Advisors | 10,323 | $710.3K | 0.03% | +10,323 | New |
| Interval Partners, LP | 10,329 | $710.7K | 0.02% | −42,410−80.4% | Reduced |
| Lecap Asset Management Ltd | 10,347 | $712.0K | 0.25% | +10,347 | New |