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 |
|---|---|---|---|---|---|
| Edgestream Partners, L.P. | 98,286 | $6.76M | 0.20% | −95,722−49.3% | Reduced |
| Aquatic Capital Management LLC | 98,895 | $6.80M | 0.13% | +35,846+56.9% | Added |
| Parallax Volatility Advisers, L.P. | 99,156 | $6.82M | 0.20% | +22,701+29.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 99,451 | $6.84M | 0.01% | +31,083+45.5% | Added |
| CBOE Vest Financial, LLC | 99,729 | $6.86M | 0.09% | +34,867+53.8% | Added |
| Resources Investment Advisors, LLC. | 99,968 | $6.88M | 0.07% | −2,892−2.8% | Reduced |
| STRS Ohio | 101,088 | $6.96M | 0.03% | −31,371−23.7% | Reduced |
| Baird Financial Group, Inc. | 103,200 | $7.10M | 0.01% | −6,007−5.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 106,920 | $7.36M | 0.04% | −5,059−4.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 107,458 | $7.39M | 0.02% | +11,822+12.4% | Added |
| Natixis Advisors, L.P. | 107,693 | $7.41M | 0.01% | −79,287−42.4% | Reduced |
| Moran Wealth Management, LLC | 107,690 | $7.41M | 0.22% | −2,684−2.4% | Reduced |
| Wolverine Trading, LLC | 111,105 | $7.64M | 0.15% | +105,363+1,835.0% | Added |
| MetLife Investment Management | 111,280 | $7.66M | 0.04% | −124,235−52.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 111,676 | $7.68M | 0.81% | 00.0% | Unchanged |
| Andra AP-fonden | 112,208 | $7.72M | 0.10% | 00.0% | Unchanged |
| Czech National Bank | 113,083 | $7.78M | 0.05% | +113,083 | New |
| Commonwealth Equity Services, LLC | 113,349 | $7.80M | 0.01% | +41,271+57.3% | Added |
| Gotham Asset Management, LLC | 114,027 | $7.85M | 0.03% | +4,311+3.9% | Added |
| Steward Partners Investment Advisory, LLC | 114,737 | $7.90M | 0.05% | −18,411−13.8% | Reduced |
| Lighthouse Investment Partners, LLC | 114,951 | $7.91M | 0.29% | +4,077+3.7% | Added |
| Capitolis Liquid Global Markets LLC | 115,000 | $7.91M | 0.06% | +115,000 | New |
| AWH Capital, L.P. | 116,380 | $8.01M | 8.35% | 00.0% | Unchanged |
| ProShare Advisors LLC | 116,419 | $8.01M | 0.02% | +93,555+409.2% | Added |
| Marvin & Palmer Associates Inc | 117,225 | $8.25M | 6.13% | +26,885+29.8% | Added |
| State of Michigan Retirement System | 120,400 | $8.28M | 0.04% | +15,684+15.0% | Added |
| Vestmark Advisory Solutions, Inc. | 122,413 | $8.42M | 0.16% | −1,706−1.4% | Reduced |
| Wealthfront Advisers LLC | 124,957 | $8.60M | 0.02% | +15,526+14.2% | Added |
| NewEdge Wealth, LLC | 121,501 | $8.70M | 0.12% | −2,352−1.9% | Reduced |
| Emmett Investment Management, LP | 127,480 | $8.77M | 6.89% | −56,400−30.7% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 127,888 | $8.80M | 0.12% | 00.0% | Unchanged |
| Arizona State Retirement System | 128,102 | $8.81M | 0.05% | +942+0.7% | Added |
| Martingale Asset Management L P | 128,218 | $8.82M | 0.22% | −30,410−19.2% | Reduced |
| Investment Management Corp of Ontario | 129,986 | $8.94M | 0.14% | +53,254+69.4% | Added |
| CWA Asset Management Group, LLC | 130,292 | $8.97M | 0.33% | +38,181+41.5% | Added |
| Lord, Abbett & Co. LLC | 136,525 | $9.39M | 0.03% | −1,192−0.9% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 136,535 | $9.39M | 0.05% | +4,687+3.6% | Added |
| Resona Asset Management Co.,Ltd. | 138,026 | $9.50M | 0.05% | +802+0.6% | Added |
| Man Group plc | 140,215 | $9.65M | 0.02% | +43,767+45.4% | Added |
| Pilgrim Partners Asia Pte Ltd | 140,400 | $9.66M | 4.30% | +140,400 | New |
| SkyView Investment Advisors, LLC | 145,914 | $10.0M | 1.27% | −2,249−1.5% | Reduced |
| Ibex Wealth Advisors | 146,353 | $10.1M | 0.96% | +4,647+3.3% | Added |
| Cinctive Capital Management LP | 147,894 | $10.2M | 0.51% | +141,858+2,350.2% | Added |
| KLP Kapitalforvaltning AS | 148,800 | $10.2M | 0.04% | 00.0% | Unchanged |
| Empowered Funds, LLC | 150,787 | $10.4M | 0.10% | +13,318+9.7% | Added |
| Rafferty Asset Management, LLC | 151,675 | $10.4M | 0.03% | +141,407+1,377.2% | Added |
| State of New Jersey Common Pension Fund D | 152,096 | $10.5M | 0.04% | +5,152+3.5% | Added |
| Picton Mahoney Asset Management | 155,460 | $10.7M | 0.14% | −4,347−2.7% | Reduced |
| Fifth Third Bancorp | 163,007 | $11.2M | 0.04% | +18,574+12.9% | Added |
| Thompson Siegel & Walmsley LLC | 163,856 | $11.3M | 0.18% | −12,500−7.1% | Reduced |
| Twin Tree Management, LP | 166,602 | $11.5M | 0.54% | −58,208−25.9% | Reduced |
| One Madison Group LLC | 170,000 | $11.7M | 1.28% | −34,000−16.7% | Reduced |
| Cetera Investment Advisers | 171,589 | $11.8M | 0.01% | +17,347+11.2% | Added |
| HRT Financial LP | 173,600 | $11.9M | 0.04% | −171,886−49.8% | Reduced |
| Pinebridge Investments, L.P. | 176,515 | $12.1M | 0.09% | +118,239+202.9% | Added |
| Mediolanum International Funds Ltd | 177,843 | $12.2M | 0.13% | +108,123+155.1% | Added |
| Asset Management One Co.,Ltd. | 179,446 | $12.3M | 0.04% | +14,533+8.8% | Added |
| Capital Impact Advisors, LLC | 180,496 | $12.4M | 2.78% | +180,496 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 180,748 | $12.4M | 0.10% | +74,824+70.6% | Added |
| Evelyn Partners Investment Management LLP | 181,551 | $12.5M | 0.35% | +50,509+38.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 183,577 | $12.6M | 0.03% | −10,264−5.3% | Reduced |
| Harbor Advisors LLC | 186,832 | $12.9M | 1.98% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 188,556 | $13.0M | 1.18% | +975+0.5% | Added |
| Macquarie Group Ltd | 189,605 | $13.0M | 0.02% | +27,152+16.7% | Added |
| D. E. Shaw & Co., Inc. | 190,528 | $13.1M | 0.01% | +140,892+283.9% | Added |
| Voya Investment Management LLC | 197,943 | $13.6M | 0.01% | +122,417+162.1% | Added |
| CWM Advisors, LLC | 202,283 | $13.9M | 1.35% | −13,407−6.2% | Reduced |
| Truist Financial Corp | 207,923 | $14.3M | 0.02% | +5,258+2.6% | Added |
| Cozad Asset Management Inc | 209,139 | $14.4M | 1.14% | −7,203−3.3% | Reduced |
| Danske Bank A/S | 211,608 | $14.6M | 0.04% | +39,700+23.1% | Added |
| Jump Financial, LLC | 213,107 | $14.7M | 0.19% | −490,981−69.7% | Reduced |
| Janney Montgomery Scott LLC | 214,022 | $14.7M | 0.03% | −8,128−3.7% | Reduced |
| HighTower Advisors, LLC | 215,419 | $14.8M | 0.02% | −20,401−8.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 73,048 | $15.4M | 0.61% | +68,450+1,488.7% | Added |
| Chevy Chase Trust Holdings, Inc. | 227,511 | $15.7M | 0.04% | +227,511 | New |
| Nomura Asset Management Co Ltd | 232,885 | $16.0M | 0.04% | +19,621+9.2% | Added |
| State of Wisconsin Investment Board | 239,703 | $16.5M | 0.04% | −14,885−5.8% | Reduced |
| Prudential Financial Inc | 247,190 | $17.0M | 0.02% | +190,194+333.7% | Added |
| Firetrail Investments Pty Ltd | 249,740 | $17.1M | 4.27% | −171,731−40.7% | Reduced |
| Ameriprise Financial Inc | 247,978 | $17.1M | 0.00% | −360,269−59.2% | Reduced |
| Premier Fund Managers Ltd | 256,200 | $17.6M | 0.72% | +10,200+4.1% | Added |
| Manufacturers Life Insurance Company, The | 256,436 | $17.6M | 0.01% | −7,471−2.8% | Reduced |
| Union Bancaire Privee, UBP SA | 326,133 | $17.9M | 0.37% | +125,029+62.2% | Added |
| O'Brien Greene & Co. Inc | 268,135 | $18.5M | 5.67% | −13,554−4.8% | Reduced |
| Korea Investment CORP | 272,572 | $18.8M | 0.04% | +121,500+80.4% | Added |
| New York State Teachers Retirement System | 274,547 | $18.9M | 0.04% | −35,001−11.3% | Reduced |
| Public Employees Retirement System of Ohio | 282,128 | $19.4M | 0.06% | +574+0.2% | Added |
| Stony Point Capital LLC | 301,294 | $20.7M | 1.45% | +14,303+5.0% | Added |
| SEI Investments Co | 305,631 | $21.0M | 0.02% | +59,707+24.3% | Added |
| National Bank of Canada | 307,362 | $21.1M | 0.02% | +238,254+344.8% | Added |
| Prana Capital Management, LP | 308,545 | $21.2M | 0.71% | −76,542−19.9% | Reduced |
| Winton Group Ltd | 312,823 | $21.5M | 0.81% | −68,507−18.0% | Reduced |
| Blue Whale Capital LLP | 315,583 | $21.7M | 1.20% | +315,583 | New |
| Credit Agricole S A | 317,279 | $21.8M | 0.07% | +317,279 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 323,662 | $22.3M | 0.18% | +101,136+45.4% | Added |
| Aviva PLC | 325,261 | $22.4M | 0.04% | +55,721+20.7% | Added |
| Winmill & Co. Inc | 327,200 | $22.5M | 5.46% | 00.0% | Unchanged |
| Lansing Management LP | 337,985 | $23.3M | 16.87% | −61,751−15.4% | Reduced |
| Rovida Investment Management Ltd | 340,000 | $23.4M | 2.65% | 00.0% | Unchanged |
| Toronto Dominion Bank | 340,837 | $23.5M | 0.05% | +259,015+316.6% | Added |