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 |
|---|---|---|---|---|---|
| ING Groep NV | 10,353 | $712.4K | 0.00% | +10,353 | New |
| Graham Capital Management, L.P. | 10,407 | $716.1K | 0.03% | +885+9.3% | Added |
| Morningstar Investment Management LLC | 10,449 | $719.0K | 0.03% | +10,449 | New |
| Malaga Cove Capital, LLC | 10,470 | $720.4K | 0.26% | −910−8.0% | Reduced |
| Studio Investment Management LLC | 10,542 | $725.4K | 0.14% | −790−7.0% | Reduced |
| Concurrent Investment Advisors, LLC | 10,727 | $738.1K | 0.01% | −3,941−26.9% | Reduced |
| Axxcess Wealth Management, LLC | 10,727 | $738.1K | 0.02% | +2,774+34.9% | Added |
| Fayez Sarofim & Co | 10,736 | $738.7K | 0.00% | +341+3.3% | Added |
| Bessemer Group Inc | 10,895 | $750.0K | 0.00% | +275+2.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,285 | $776.5K | 0.05% | −930−7.6% | Reduced |
| Clark Financial Services Group Inc | 11,315 | $778.6K | 0.41% | +1,663+17.2% | Added |
| Ashton Thomas Private Wealth, LLC | 11,340 | $780.3K | 0.02% | +2,760+32.2% | Added |
| Cerity Partners LLC | 11,393 | $784.0K | 0.00% | +5,655+98.6% | Added |
| Measured Wealth Private Client Group, LLC | 11,424 | $786.1K | 0.21% | −1,452−11.3% | Reduced |
| GAMMA Investing LLC | 11,439 | $787.1K | 0.04% | +1,256+12.3% | Added |
| Benjamin Edwards Inc | 11,438 | $787.3K | 0.01% | −743−6.1% | Reduced |
| Engineers Gate Manager LP | 11,527 | $793.2K | 0.01% | −28,134−70.9% | Reduced |
| Precision Wealth Strategies, LLC | 11,606 | $798.6K | 0.26% | +11,606 | New |
| Fiduciary Trust Co | 11,633 | $800.5K | 0.01% | +26+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 11,690 | $804.4K | 0.00% | +3,956+51.2% | Added |
| Revisor Wealth Management LLC | 11,125 | $807.9K | 0.28% | +650+6.2% | Added |
| Custom Index Systems, LLC | 11,757 | $809.0K | 0.24% | +11,757 | New |
| Scientech Research LLC | 11,807 | $812.4K | 0.28% | +11,807 | New |
| Heritage Family Offices, LLP | 11,959 | $822.9K | 0.38% | +8,011+202.9% | Added |
| MUFG Securities Americas Inc. | 12,007 | $826.2K | 0.05% | +12,007 | New |
| Impact Partnership Wealth, LLC | 12,024 | $827.4K | 0.12% | +12,024 | New |
| Campbell & CO Investment Adviser LLC | 12,077 | $831.0K | 0.06% | −4,537−27.3% | Reduced |
| Inceptionr LLC | 12,099 | $832.5K | 0.20% | +2,887+31.3% | Added |
| Gsa Capital Partners LLP | 12,251 | $843.0K | 0.07% | −13,401−52.2% | Reduced |
| Matisse Capital | 12,300 | $846.4K | 0.38% | +300+2.5% | Added |
| Yorktown Management & Research Co Inc | 12,400 | $853.2K | 0.68% | 00.0% | Unchanged |
| Ossiam | 12,400 | $853.2K | 0.01% | +8,464+215.0% | Added |
| Advisor OS, LLC | 12,636 | $869.5K | 0.08% | −2,331−15.6% | Reduced |
| Simplex Trading, LLC | 12,841 | $883.0K | 0.02% | +12,841 | New |
| Banco BTG Pactual S.A. | 13,000 | $894.5K | 0.13% | −37,000−74.0% | Reduced |
| Pinnacle Wealth Management, LLC | 13,226 | $910.1K | 0.61% | −15,462−53.9% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 13,240 | $911.0K | 0.01% | +3,324+33.5% | Added |
| Formidable Asset Management, LLC | 13,284 | $914.1K | 0.14% | 00.0% | Unchanged |
| Straightline Group LLC | 13,626 | $915.3K | 0.53% | +13,626 | New |
| Flagship Harbor Advisors, LLC | 13,315 | $916.2K | 0.04% | +974+7.9% | Added |
| NBC Securities, Inc. | 13,499 | $928.9K | 0.07% | −657−4.6% | Reduced |
| Venturi Wealth Management, LLC | 13,546 | $932.1K | 0.04% | −373−2.7% | Reduced |
| HighPoint Advisor Group LLC | 13,726 | $944.5K | 0.04% | +776+6.0% | Added |
| Visionary Horizons, LLC | 13,800 | $949.6K | 0.53% | +2,045+17.4% | Added |
| Private Advisory Group LLC | 13,971 | $961.3K | 0.08% | −7,388−34.6% | Reduced |
| Illinois Municipal Retirement Fund | 13,976 | $961.7K | 0.01% | −6,124−30.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,192 | $976.6K | 0.01% | −83,119−85.4% | Reduced |
| National Asset Management, Inc. | 14,333 | $986.3K | 0.05% | −1,447−9.2% | Reduced |
| PFG Investments, LLC | 14,343 | $987.0K | 0.05% | +775+5.7% | Added |
| Global Retirement Partners, LLC | 14,384 | $989.8K | 0.02% | +652+4.7% | Added |
| Brown Advisory Inc | 14,514 | $998.7K | 0.00% | +17+0.1% | Added |
| Pinkerton Retirement Specialists, LLC | 14,546 | $1.00M | 0.11% | +14,546 | New |
| Mission Wealth Management, LP | 14,593 | $1.00M | 0.02% | +5,277+56.6% | Added |
| Metis Global Partners, LLC | 14,886 | $1.02M | 0.02% | +9,656+184.6% | Added |
| Integrated Quantitative Investments LLC | 14,988 | $1.03M | 0.29% | +14,988 | New |
| Delta Investment Management, LLC | 15,143 | $1.04M | 0.19% | +587+4.0% | Added |
| Ballentine Partners, LLC | 15,389 | $1.06M | 0.01% | +145+1.0% | Added |
| Navellier & Associates Inc | 15,415 | $1.06M | 0.11% | +2,997+24.1% | Added |
| AG2R la Mondiale Gestion D'Actifs | 19,344 | $1.07M | 0.06% | 00.0% | Unchanged |
| LVW Advisors, LLC | 15,677 | $1.08M | 0.11% | −2,305−12.8% | Reduced |
| MBM Wealth Consultants, LLC | 15,690 | $1.08M | 0.27% | −1,948−11.0% | Reduced |
| Leonteq Securities AG | 15,786 | $1.09M | 0.06% | +3,821+31.9% | Added |
| Everpar Advisors LLC | 15,896 | $1.09M | 0.43% | +308+2.0% | Added |
| Polymer Capital Management (US) LLC | 15,897 | $1.09M | 0.15% | −6,560−29.2% | Reduced |
| Altshuler Shaham Ltd | 16,000 | $1.10M | 0.02% | −4,000−20.0% | Reduced |
| Impact Capital Partners LLC | 16,066 | $1.11M | 0.33% | −761−4.5% | Reduced |
| Raiffeisen Bank International AG | 16,117 | $1.11M | 0.01% | −1,982−11.0% | Reduced |
| BOCHK Asset Management Ltd | 16,250 | $1.12M | 0.29% | +16,250 | New |
| XTX Topco Ltd | 16,265 | $1.12M | 0.06% | +16,265 | New |
| Allstate Corp | 16,357 | $1.13M | 0.03% | +16,357 | New |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $1.14M | 0.02% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 16,647 | $1.15M | 0.17% | +5,577+50.4% | Added |
| Williamson Legacy Group, LLC | 16,771 | $1.15M | 0.89% | +16,771 | New |
| Cambridge Investment Research Advisors, Inc. | 16,874 | $1.16M | 0.00% | +861+5.4% | Added |
| Connective Capital Management, LLC | 17,065 | $1.17M | 1.08% | −15,055−46.9% | Reduced |
| GWM Advisors LLC | 17,131 | $1.18M | 0.01% | +13,424+362.1% | Added |
| Thrivent Financial for Lutherans | 17,154 | $1.18M | 0.00% | −85,465−83.3% | Reduced |
| Elo Mutual Pension Insurance Co | 17,153 | $1.18M | 0.02% | −13,785−44.6% | Reduced |
| Gamco Investors, Inc. Et Al | 17,425 | $1.20M | 0.01% | −5,655−24.5% | Reduced |
| Norinchukin Bank, The | 17,491 | $1.20M | 0.02% | +17,491 | New |
| Lebenthal Global Advisors, LLC | 17,599 | $1.21M | 0.21% | −211−1.2% | Reduced |
| Cross Staff Investments Inc | 17,604 | $1.21M | 0.85% | −158,397−90.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 17,620 | $1.21M | 0.00% | +17,620 | New |
| Csenge Advisory Group | 17,678 | $1.22M | 0.06% | +17,678 | New |
| Groupama Asset Managment | 17,977 | $1.24M | 0.02% | +17,977 | New |
| Baader Bank INC | 18,647 | $1.27M | 0.11% | +257+1.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,952 | $1.30M | 0.03% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 19,381 | $1.33M | 0.89% | +1,009+5.5% | Added |
| Pullen Investment Management, LLC | 19,748 | $1.36M | 0.74% | +200+1.0% | Added |
| New Mexico Educational Retirement Board | 19,800 | $1.36M | 0.04% | −69,112−77.7% | Reduced |
| Fisher Funds Management LTD | 19,810 | $1.36M | 0.04% | +19,810 | New |
| Monetta Financial Services Inc | 20,000 | $1.38M | 0.96% | 00.0% | Unchanged |
| Ion Asset Management Ltd. | 20,000 | $1.38M | 0.17% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 20,150 | $1.39M | 0.45% | −5,374−21.1% | Reduced |
| Private Advisor Group, LLC | 20,282 | $1.40M | 0.01% | −4,088−16.8% | Reduced |
| Florida Financial Advisors, LLC | 20,900 | $1.44M | 0.44% | +6,429+44.4% | Added |
| Royal London Asset Management Ltd | 21,100 | $1.45M | 0.00% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 21,343 | $1.47M | 0.01% | +650+3.1% | Added |
| Maryland State Retirement & Pension System | 21,382 | $1.47M | 0.03% | +796+3.9% | Added |
| Western Financial Corp | 21,384 | $1.47M | 0.64% | −3,014−12.4% | Reduced |