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 |
|---|---|---|---|---|---|
| LRT Capital Management, LLC | 21,453 | $1.48M | 0.98% | +4,327+25.3% | Added |
| Securian Asset Management, Inc | 21,502 | $1.48M | 0.04% | −11,689−35.2% | Reduced |
| Spire Wealth Management | 21,520 | $1.48M | 0.05% | +775+3.7% | Added |
| SG Americas Securities, LLC | 21,687 | $1.49M | 0.01% | −23,747−52.3% | Reduced |
| Advisory Services Network, LLC | 21,879 | $1.51M | 0.02% | +11,035+101.8% | Added |
| Bayesian Capital Management, LP | 21,900 | $1.51M | 0.31% | +21,900 | New |
| Owls Nest Partners IA, LLC | 22,000 | $1.51M | 0.42% | 00.0% | Unchanged |
| M&T Bank Corp | 22,132 | $1.52M | 0.01% | −5,616−20.2% | Reduced |
| Aviso Financial Inc. | 22,221 | $1.53M | 0.06% | −3,184−12.5% | Reduced |
| Gulf International Bank (UK) Ltd | 22,490 | $1.55M | 0.05% | −578−2.5% | Reduced |
| Cumberland Partners Ltd | 22,500 | $1.55M | 0.10% | +22,500 | New |
| Oppenheimer & Co Inc | 22,574 | $1.55M | 0.02% | +16,676+282.7% | Added |
| Axq Capital, LP | 22,634 | $1.56M | 0.60% | −6,577−22.5% | Reduced |
| Sowell Financial Services LLC | 22,775 | $1.57M | 0.06% | −17,716−43.8% | Reduced |
| Moore Capital Management, LP | 22,910 | $1.58M | 0.03% | +22,910 | New |
| Louisiana State Employees Retirement System | 23,400 | $1.61M | 0.03% | −99,200−80.9% | Reduced |
| Fragasso Group Inc. | 23,170 | $1.63M | 0.10% | −6,902−23.0% | Reduced |
| QRG Capital Management, Inc. | 24,152 | $1.66M | 0.02% | −1,159−4.6% | Reduced |
| Highland Capital Management, LLC | 24,602 | $1.69M | 0.08% | +24,602 | New |
| Caitlin John, LLC | 25,195 | $1.73M | 1.21% | +153+0.6% | Added |
| Atomi Financial Group, Inc. | 25,461 | $1.75M | 0.06% | −59−0.2% | Reduced |
| Jones Financial Companies LLLP | 26,875 | $1.78M | 0.00% | +7,234+36.8% | Added |
| Advisors Asset Management, Inc. | 25,956 | $1.79M | 0.03% | +1,371+5.6% | Added |
| Eagle Strategies LLC | 26,019 | $1.79M | 0.24% | −20,745−44.4% | Reduced |
| Hartford Investment Management Co | 26,127 | $1.80M | 0.05% | +26,127 | New |
| Mariner, LLC | 26,874 | $1.85M | 0.00% | −7,503−21.8% | Reduced |
| AE Wealth Management LLC | 26,887 | $1.85M | 0.01% | −3,299−10.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 26,911 | $1.85M | 0.10% | +26,911 | New |
| Kentucky Retirement Systems | 26,923 | $1.85M | 0.05% | −1,838−6.4% | Reduced |
| Caldwell Investment Management Ltd. | 27,100 | $1.86M | 1.22% | −3,300−10.9% | Reduced |
| Gardner Lewis Asset Management L P | 27,500 | $1.89M | 0.50% | −460−1.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 27,506 | $1.89M | 0.13% | +3,003+12.3% | Added |
| Virtus Investment Advisers, Inc. | 28,015 | $1.93M | 0.55% | −4,729−14.4% | Reduced |
| Mystic Asset Management, Inc. | 28,200 | $1.94M | 0.44% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28,204 | $1.94M | 0.06% | +278+1.0% | Added |
| Standard Life Aberdeen plc | 28,298 | $1.95M | 0.00% | +28,298 | New |
| Captrust Financial Advisors | 28,338 | $1.95M | 0.00% | −349−1.2% | Reduced |
| AustralianSuper Pty Ltd | 28,588 | $1.97M | 0.01% | +4,116+16.8% | Added |
| Mizuho Securities USA LLC | 32,429 | $2.02M | 0.04% | +32,429 | New |
| Jane Street Group, LLC | 29,474 | $2.03M | 0.00% | −261,058−89.9% | Reduced |
| Manchester Financial Inc | 29,583 | $2.04M | 0.41% | +29,583 | New |
| First Citizens Bank & Trust Co | 29,752 | $2.05M | 0.04% | −4,318−12.7% | Reduced |
| Central Trust Co | 30,858 | $2.12M | 0.04% | +2,310+8.1% | Added |
| Candriam Luxembourg S.C.A. | 30,909 | $2.13M | 0.01% | +3,437+12.5% | Added |
| Mitchell & Pahl Private Wealth, LLC | 31,012 | $2.13M | 0.89% | −236−0.8% | Reduced |
| Everence Capital Management Inc | 31,079 | $2.14M | 0.13% | +5,559+21.8% | Added |
| Equitable Holdings, Inc. | 31,193 | $2.15M | 0.02% | +12,522+67.1% | Added |
| Hussman Strategic Advisors, Inc. | 31,500 | $2.17M | 0.47% | +31,500 | New |
| Van Eck Associates Corp | 31,620 | $2.18M | 0.00% | +31,620 | New |
| TriaGen Wealth Management LLC | 31,800 | $2.19M | 0.57% | +31,800 | New |
| Vestcor Inc | 31,806 | $2.19M | 0.07% | −4,713−12.9% | Reduced |
| Intech Investment Management LLC | 31,958 | $2.20M | 0.02% | −637,019−95.2% | Reduced |
| Dumont & Blake Investment Advisors LLC | 32,364 | $2.23M | 0.54% | −272−0.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 33,227 | $2.29M | 0.09% | +33,227 | New |
| Mercer Global Advisors Inc | 33,247 | $2.29M | 0.00% | +5,488+19.8% | Added |
| Harfst & Associates, Inc. | 33,489 | $2.30M | 0.42% | +150.0% | Added |
| Swedbank AB | 34,080 | $2.35M | 0.00% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 34,301 | $2.36M | 0.02% | −99,579−74.4% | Reduced |
| Aspire Private Capital, LLC | 34,611 | $2.38M | 0.52% | −5,990−14.8% | Reduced |
| Kestra Investment Management, LLC | 34,767 | $2.39M | 0.06% | +19,537+128.3% | Added |
| Crossmark Global Holdings, Inc. | 35,274 | $2.43M | 0.04% | +5,052+16.7% | Added |
| Inspire Advisors, LLC | 35,408 | $2.44M | 0.23% | −1,087−3.0% | Reduced |
| Scotia Capital Inc. | 35,425 | $2.44M | 0.01% | −113,084−76.1% | Reduced |
| Pacer Advisors, Inc. | 35,840 | $2.47M | 0.01% | +5,722+19.0% | Added |
| Convergence Investment Partners, LLC | 35,860 | $2.47M | 0.55% | +35,860 | New |
| Chase Investment Counsel Corp | 36,000 | $2.48M | 0.73% | −4,000−10.0% | Reduced |
| Bellwether Advisors, LLC | 36,330 | $2.50M | 0.41% | −15,872−30.4% | Reduced |
| Ethic Inc. | 36,869 | $2.54M | 0.04% | −4,043−9.9% | Reduced |
| Davenport & Co LLC | 37,243 | $2.56M | 0.01% | +5,833+18.6% | Added |
| Silver Oak Securities, Inc | 37,479 | $2.58M | 0.19% | +281+0.8% | Added |
| AXA Investment Managers S.A. | 37,767 | $2.60M | 0.01% | +37,767 | New |
| Lombard Odier Asset Management (Switzerland) SA | 18,057 | $2.64M | 0.12% | −1,172−6.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,889 | $2.68M | 0.02% | −123,565−76.1% | Reduced |
| Fiduciary Family Office, LLC | 39,012 | $2.68M | 0.76% | −5,044−11.4% | Reduced |
| Cim, LLC | 39,200 | $2.70M | 0.35% | +2,048+5.5% | Added |
| Kestra Advisory Services, LLC | 39,798 | $2.74M | 0.01% | +11,248+39.4% | Added |
| Miura Global Management, LLC | 40,000 | $2.75M | 4.05% | +40,000 | New |
| Griffin Asset Management, Inc. | 40,284 | $2.77M | 0.31% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 40,800 | $2.81M | 0.72% | 00.0% | Unchanged |
| NEOS Investment Management LLC | 41,097 | $2.83M | 0.02% | +41,097 | New |
| Polymer Capital Management (HK) LTD | 41,258 | $2.84M | 0.39% | −10,342−20.0% | Reduced |
| Swiss Life Asset Management Ltd | 41,288 | $2.84M | 0.01% | +2,780+7.2% | Added |
| Independent Solutions Wealth Management, LLC | 41,512 | $2.86M | 0.51% | +983+2.4% | Added |
| Bridgeway Capital Management, LLC | 41,600 | $2.86M | 0.06% | +13,800+49.6% | Added |
| Mackenzie Financial Corp | 42,472 | $2.92M | 0.00% | −2,023−4.5% | Reduced |
| Insight Wealth Strategies, LLC | 42,774 | $2.94M | 0.35% | −3,499−7.6% | Reduced |
| Public Employees Retirement Association of Colorado | 43,060 | $2.96M | 0.01% | 00.0% | Unchanged |
| Anderson Hoagland & Co | 43,456 | $2.99M | 0.27% | +43,456 | New |
| Uncommon Cents Investing LLC | 43,575 | $3.00M | 0.75% | −39,945−47.8% | Reduced |
| The PNC Financial Services Group, Inc. | 43,779 | $3.01M | 0.00% | +9,651+28.3% | Added |
| Brevan Howard Capital Management LP | 44,096 | $3.03M | 0.04% | −61,090−58.1% | Reduced |
| Marks Group Wealth Management, Inc | 44,323 | $3.05M | 0.28% | +44,323 | New |
| Envestnet Portfolio Solutions, Inc. | 45,113 | $3.10M | 0.01% | −9,670−17.7% | Reduced |
| Blackhawk Capital Partners LLC. | 45,248 | $3.11M | 1.21% | +2,729+6.4% | Added |
| Brinker Capital Investments, LLC | 45,407 | $3.12M | 0.02% | +9,843+27.7% | Added |
| Polar Asset Management Partners Inc. | 45,472 | $3.13M | 0.06% | +45,472 | New |
| NWF Advisory Services Inc. | 45,813 | $3.15M | 0.35% | +507+1.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 46,461 | $3.20M | 0.01% | +38,709+499.3% | Added |
| Nomura Holdings Inc | 46,904 | $3.23M | 0.01% | +27,216+138.2% | Added |
| Mutual of America Capital Management LLC | 48,263 | $3.32M | 0.04% | −168,480−77.7% | Reduced |