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 |
|---|---|---|---|---|---|
| Burney Co | 48,312 | $3.32M | 0.11% | +42,402+717.5% | Added |
| OP Asset Management Ltd | 48,371 | $3.33M | 0.04% | +1,871+4.0% | Added |
| Vontobel Holding Ltd. | 48,502 | $3.34M | 0.01% | −10,689−18.1% | Reduced |
| State of Alaska, Department of Revenue | 48,672 | $3.35M | 0.03% | −352−0.7% | Reduced |
| State of Wyoming | 48,701 | $3.35M | 0.38% | −3,683−7.0% | Reduced |
| Arkadios Wealth Advisors | 49,097 | $3.38M | 0.08% | −1,603−3.2% | Reduced |
| Spahn Wealth & Retirement LLC | 49,845 | $3.43M | 2.03% | +49,845 | New |
| Creative Planning | 50,358 | $3.47M | 0.00% | +9,501+23.3% | Added |
| Gunderson Capital Management Inc. | 50,472 | $3.47M | 1.28% | +50,472 | New |
| Oregon Public Employees Retirement Fund | 50,876 | $3.50M | 0.05% | −38,524−43.1% | Reduced |
| TCW Group Inc | 51,214 | $3.52M | 0.03% | −20,531−28.6% | Reduced |
| Pathstone Holdings, LLC | 51,218 | $3.52M | 0.01% | −560−1.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 51,177 | $3.55M | 0.01% | −239,126−82.4% | Reduced |
| MML Investors Services, LLC | 52,146 | $3.59M | 0.01% | +19,647+60.5% | Added |
| Horizon Investments, LLC | 52,293 | $3.60M | 0.05% | −141,496−73.0% | Reduced |
| UniSuper Management Pty Ltd | 52,300 | $3.60M | 0.02% | +44,700+588.2% | Added |
| Northwest Bancshares, Inc. | 53,152 | $3.66M | 0.61% | +30,877+138.6% | Added |
| Yousif Capital Management, LLC | 53,242 | $3.66M | 0.04% | −94,410−63.9% | Reduced |
| TD Private Client Wealth LLC | 53,971 | $3.71M | 0.08% | −6,145−10.2% | Reduced |
| Vinva Investment Management Ltd | 53,982 | $3.71M | 0.07% | +53,982 | New |
| Nisa Investment Advisors, LLC | 54,025 | $3.72M | 0.01% | +48,857+945.4% | Added |
| Voleon Capital Management LP | 54,044 | $3.72M | 0.09% | +49,945+1,218.5% | Added |
| Kennondale Capital Management LLC | 54,373 | $3.74M | 2.86% | −23,302−30.0% | Reduced |
| LMR Partners LLP | 54,477 | $3.75M | 0.05% | −40,903−42.9% | Reduced |
| CIBC Asset Management Inc | 55,415 | $3.81M | 0.01% | +41,715+304.5% | Added |
| Nissay Asset Management Corp | 55,906 | $3.85M | 0.02% | +1,002+1.8% | Added |
| Jefferies Financial Group Inc. | 55,983 | $3.85M | 0.04% | +37,635+205.1% | Added |
| Militia Capital Partners, LP | 56,000 | $3.85M | 1.79% | 00.0% | Unchanged |
| Verition Fund Management LLC | 56,257 | $3.87M | 0.02% | −348,705−86.1% | Reduced |
| Cresset Asset Management, LLC | 56,383 | $3.88M | 0.02% | +2,474+4.6% | Added |
| Quantbot Technologies LP | 56,489 | $3.89M | 0.11% | +1,038+1.9% | Added |
| Teacher Retirement System of Texas | 57,094 | $3.93M | 0.02% | −9,074−13.7% | Reduced |
| Toroso Investments, LLC | 57,456 | $3.95M | 0.02% | +7,490+15.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,636 | $3.97M | 0.01% | +16,648+40.6% | Added |
| Massachusetts Financial Services Co | 57,778 | $3.98M | 0.00% | −314−0.5% | Reduced |
| WBI Investments | 58,027 | $3.99M | 1.02% | +15,782+37.4% | Added |
| JustInvest LLC | 58,048 | $3.99M | 0.04% | +2,066+3.7% | Added |
| Freedom Day Solutions, LLC | 58,142 | $4.00M | 1.09% | +345+0.6% | Added |
| Sumitomo Life Insurance Co | 58,380 | $4.02M | 0.12% | −852−1.4% | Reduced |
| CIBC World Markets Inc. | 58,632 | $4.03M | 0.01% | −2,475−4.1% | Reduced |
| Franklin Resources Inc | 58,639 | $4.03M | 0.00% | +11,929+25.5% | Added |
| Point72 Europe (London) LLP | 58,800 | $4.05M | 0.22% | −28,800−32.9% | Reduced |
| Woodline Partners LP | 58,843 | $4.05M | 0.02% | +58,843 | New |
| Quadrature Capital Ltd | 58,847 | $4.05M | 0.05% | +58,847 | New |
| Prime Capital Investment Advisors, LLC | 58,956 | $4.06M | 0.05% | +15,778+36.5% | Added |
| Dark Forest Capital Management LP | 59,527 | $4.10M | 0.15% | +8,092+15.7% | Added |
| Stanley-Laman Group, Ltd. | 59,973 | $4.13M | 0.59% | −9,189−13.3% | Reduced |
| New York Life Investment Management LLC | 60,626 | $4.17M | 0.04% | +60,626 | New |
| CIBC Bancorp USA Inc. | 61,090 | $4.20M | 0.03% | +61,090 | New |
| Xponance, Inc. | 61,262 | $4.22M | 0.03% | −14,184−18.8% | Reduced |
| Investment House LLC | 61,686 | $4.24M | 0.20% | +61,686 | New |
| US Bancorp | 62,629 | $4.31M | 0.01% | +122+0.2% | Added |
| British Columbia Investment Management Corp | 62,638 | $4.31M | 0.02% | −5,910−8.6% | Reduced |
| S&CO Inc | 62,920 | $4.33M | 0.27% | −2,000−3.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 63,422 | $4.36M | 0.03% | +5,557+9.6% | Added |
| Vident Advisory, LLC | 63,595 | $4.38M | 0.04% | +10,356+19.5% | Added |
| New Age Alpha Advisors, LLC | 65,243 | $4.49M | 0.19% | −3,395−4.9% | Reduced |
| Fulcrum Asset Management LLP | 66,038 | $4.54M | 1.26% | −1,834−2.7% | Reduced |
| Himension Fund | 66,113 | $4.55M | 0.28% | −4,594−6.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 66,631 | $4.58M | 0.03% | +8,637+14.9% | Added |
| Illumine Investment Management, LLC | 66,677 | $4.59M | 3.27% | −5,040−7.0% | Reduced |
| Nordea Investment Management AB | 67,199 | $4.63M | 0.00% | +731+1.1% | Added |
| Ambassador Advisors, LLC | 68,369 | $4.70M | 0.70% | +68,369 | New |
| AIA Group Ltd | 68,500 | $4.71M | 0.08% | +24,000+53.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 69,458 | $4.78M | 0.04% | +4,992+7.7% | Added |
| Prevail Innovative Wealth Advisors, LLC | 70,197 | $4.83M | 0.94% | +70,197 | New |
| EULAV Asset Management | 70,334 | $4.84M | 0.11% | −2,822−3.9% | Reduced |
| Utah Retirement Systems | 70,778 | $4.87M | 0.05% | +966+1.4% | Added |
| Advisor Group Holdings, Inc. | 75,646 | $4.93M | 0.01% | +18,629+32.7% | Added |
| Quantinno Capital Management LP | 72,809 | $5.01M | 0.01% | +24,134+49.6% | Added |
| Federation des caisses Desjardins du Quebec | 73,564 | $5.06M | 0.02% | +77+0.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 73,728 | $5.07M | 0.02% | +68,148+1,221.3% | Added |
| Sanctuary Advisors, LLC | 73,827 | $5.08M | 0.03% | +3,258+4.6% | Added |
| CI Private Wealth, LLC | 74,508 | $5.13M | 0.01% | +2,784+3.9% | Added |
| Quinn Opportunity Partners LLC | 75,000 | $5.16M | 0.38% | −236,000−75.9% | Reduced |
| AQR Capital Management LLC | 75,142 | $5.17M | 0.00% | +31,389+71.7% | Added |
| Epacria Capital Partners, LLC | 76,000 | $5.23M | 4.24% | 00.0% | Unchanged |
| USS Investment Management Ltd | 76,029 | $5.23M | 0.03% | −691−0.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 77,200 | $5.31M | 0.05% | −32,500−29.6% | Reduced |
| Cercano Management LLC | 77,749 | $5.35M | 0.21% | −170,430−68.7% | Reduced |
| Janus Henderson Group PLC | 78,573 | $5.41M | 0.00% | +26,121+49.8% | Added |
| Munro Partners | 78,980 | $5.43M | 0.15% | −7,760−8.9% | Reduced |
| DnB Asset Management AS | 82,390 | $5.67M | 0.02% | +3,608+4.6% | Added |
| Mn Services Vermogensbeheer B.V. | 83,600 | $5.75M | 0.04% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 87,482 | $5.78M | 0.05% | −1,870−2.1% | Reduced |
| Susquehanna International Group, LLP | 84,100 | $5.79M | 0.01% | −32,253−27.7% | Reduced |
| Amalgamated Bank | 84,672 | $5.83M | 0.04% | −114,674−57.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 85,774 | $5.90M | 0.02% | −1,826−2.1% | Reduced |
| Handelsbanken Fonder AB | 86,678 | $5.96M | 0.02% | +1,785+2.1% | Added |
| Daiwa Securities Group Inc. | 86,814 | $5.97M | 0.02% | +51,214+143.9% | Added |
| Natixis | 86,914 | $5.98M | 0.03% | −317,643−78.5% | Reduced |
| New Millennium Group LLC | 88,462 | $6.09M | 2.78% | +85,722+3,128.5% | Added |
| Atria Investments LLC | 89,262 | $6.14M | 0.07% | −6,717−7.0% | Reduced |
| State of Tennessee, Treasury Department | 90,000 | $6.19M | 0.02% | −86,648−49.1% | Reduced |
| Walleye Capital LLC | 93,936 | $6.46M | 0.05% | +93,936 | New |
| Retirement Systems of Alabama | 94,978 | $6.54M | 0.02% | −962,221−91.0% | Reduced |
| Forsta Ap-Fonden | 95,200 | $6.55M | 0.04% | +3,600+3.9% | Added |
| Comerica Bank | 95,328 | $6.56M | 0.02% | −75,481−44.2% | Reduced |
| TD Waterhouse Canada Inc. | 95,645 | $6.58M | 0.04% | +5,911+6.6% | Added |
| Public Sector Pension Investment Board | 96,000 | $6.61M | 0.02% | +96,000 | New |