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 |
|---|---|---|---|---|---|
| Dana Investment Advisors, Inc. | 341,291 | $23.5M | 0.69% | −45,589−11.8% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 347,622 | $23.9M | 0.04% | +61,152+21.3% | Added |
| Coronation Fund Managers Ltd. | 379,507 | $26.1M | 1.36% | −277,218−42.2% | Reduced |
| Gabelli Funds LLC | 380,731 | $26.2M | 0.18% | −21,034−5.2% | Reduced |
| State Board of Administration of Florida Retirement System | 398,481 | $27.4M | 0.05% | −28,479−6.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 405,300 | $27.9M | 0.04% | +405,300 | New |
| Storebrand Asset Management AS | 408,799 | $28.1M | 0.07% | +14,150+3.6% | Added |
| Brooktree Capital Management | 416,866 | $28.7M | 18.23% | −84,973−16.9% | Reduced |
| Bank of Nova Scotia | 420,134 | $28.9M | 0.05% | −589,208−58.4% | Reduced |
| Great West Life Assurance Co | 424,701 | $29.2M | 0.04% | −131,341−23.6% | Reduced |
| Compagnie Lombard Odier SCmA | 441,333 | $30.4M | 0.34% | +389,122+745.3% | Added |
| Polar Capital Holdings Plc | 446,756 | $30.7M | 0.15% | −127,720−22.2% | Reduced |
| Mawer Investment Management Ltd. | 460,796 | $31.7M | 0.16% | +8,748+1.9% | Added |
| New York State Common Retirement Fund | 477,485 | $32.9M | 0.04% | −28,323−5.6% | Reduced |
| Allianz Asset Management GmbH | 483,818 | $33.3M | 0.04% | −349,995−42.0% | Reduced |
| Treasurer of the State of North Carolina | 496,330 | $34.2M | 0.11% | −154,944−23.8% | Reduced |
| Alliancebernstein L.P. | 499,410 | $34.4M | 0.01% | −103,567−17.2% | Reduced |
| Systrade AG | 500,000 | $34.4M | 25.55% | +500,000 | New |
| Principal Financial Group Inc | 501,892 | $34.5M | 0.02% | −818,037−62.0% | Reduced |
| Capital Fund Management S.A. | 523,400 | $36.0M | 0.36% | +471,721+912.8% | Added |
| Marathon Asset Mgmt Ltd | 524,853 | $36.1M | 1.33% | −195,051−27.1% | Reduced |
| Hudson Way Capital Management LLC | 567,819 | $39.1M | 3.31% | −116,255−17.0% | Reduced |
| London & Capital Asset Management Ltd | 580,925 | $40.0M | 2.86% | +132,192+29.5% | Added |
| Bridgewater Associates, LP | 582,770 | $40.1M | 0.16% | +582,770 | New |
| Pictet Asset Management Holding SA | 591,597 | $40.7M | 0.04% | −609,103−50.7% | Reduced |
| Bank of Montreal | 595,668 | $41.0M | 0.02% | +495,421+494.2% | Added |
| Federated Hermes, Inc. | 626,514 | $43.1M | 0.08% | −127,599−16.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 653,492 | $44.9M | 0.07% | −126,552−16.2% | Reduced |
| Stifel Financial Corp | 665,310 | $45.8M | 0.04% | +45,889+7.4% | Added |
| California State Teachers Retirement System | 666,757 | $45.9M | 0.05% | +565+0.1% | Added |
| Panagora Asset Management Inc | 687,808 | $47.3M | 0.19% | +621,724+940.8% | Added |
| National Pension Service | 707,634 | $48.7M | 0.04% | +15,339+2.2% | Added |
| LPL Financial LLC | 723,552 | $49.8M | 0.01% | +33,938+4.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 727,208 | $50.0M | 0.16% | −69,064−8.7% | Reduced |
| PEAK6 LLC | 739,573 | $50.9M | 1.28% | +592+0.1% | Added |
| Millennium Management LLC | 775,346 | $53.4M | 0.04% | −675,639−46.6% | Reduced |
| Citadel Advisors LLC | 776,826 | $53.5M | 0.04% | −154,973−16.6% | Reduced |
| Victory Capital Management Inc | 777,463 | $53.5M | 0.03% | −37,934−4.7% | Reduced |
| Caisse de Depot Et Placement du Quebec | 782,665 | $53.9M | 0.10% | +630,384+414.0% | Added |
| Rhumbline Advisers | 783,877 | $53.9M | 0.04% | −489,645−38.4% | Reduced |
| RV Capital GmbH | 799,267 | $55.0M | 10.07% | −50,653−6.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 870,209 | $59.9M | 0.03% | +31,261+3.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 888,397 | $61.1M | 0.04% | +514,389+137.5% | Added |
| California Public Employees Retirement System | 895,617 | $61.6M | 0.04% | +88,728+11.0% | Added |
| HSBC Holdings PLC | 901,359 | $61.7M | 0.04% | +706,804+363.3% | Added |
| Alyeska Investment Group, L.P. | 918,648 | $63.2M | 0.19% | −589,455−39.1% | Reduced |
| Price T Rowe Associates Inc | 952,766 | $65.6M | 0.01% | +578,611+154.6% | Added |
| Renaissance Technologies LLC | 963,640 | $66.3M | 0.09% | −1,015,300−51.3% | Reduced |
| Envestnet Asset Management Inc | 999,457 | $68.8M | 0.02% | −5,586−0.6% | Reduced |
| Dimensional Fund Advisors LP | 1,002,685 | $69.0M | 0.01% | −31,024−3.0% | Reduced |
| Russell Investments Group, Ltd. | 1,006,368 | $69.2M | 0.08% | +85,895+9.3% | Added |
| Oakcliff Capital Partners, LP | 1,030,740 | $70.9M | 30.61% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,066,575 | $73.4M | 0.06% | +801,149+301.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,102,477 | $75.9M | 0.11% | +585,951+113.4% | Added |
| Nuveen, LLC | 1,106,537 | $76.1M | 0.02% | +331,083+42.7% | Added |
| Squarepoint Ops LLC | 1,135,255 | $78.1M | 0.17% | +1,117,616+6,336.1% | Added |
| Hengistbury Investment Partners LLP | 1,136,084 | $78.2M | 49.49% | 00.0% | Unchanged |
| Hosking Partners LLP | 1,191,410 | $82.0M | 2.97% | +21,963+1.9% | Added |
| Barclays PLC | 1,208,115 | $83.1M | 0.03% | +777,289+180.4% | Added |
| Assenagon Asset Management S.A. | 1,279,254 | $88.0M | 0.13% | +1,279,254 | New |
| UBS Group AG | 1,337,625 | $92.0M | 0.02% | −661,034−33.1% | Reduced |
| Worldquant Millennium Advisors LLC | 1,372,372 | $94.4M | 0.41% | +1,372,372 | New |
| 1832 Asset Management L.P. | 1,395,424 | $96.0M | 0.16% | −19,353−1.4% | Reduced |
| FIL Ltd | 1,449,667 | $99.8M | 0.08% | +125,818+9.5% | Added |
| Canada Pension Plan Investment Board | 1,487,185 | $102.3M | 0.07% | +692,569+87.2% | Added |
| TimesSquare Capital Management, LLC | 1,545,356 | $106.3M | 1.52% | −44,919−2.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1,584,057 | $109.0M | 1.72% | −649,670−29.1% | Reduced |
| Goldman Sachs Group Inc | 1,632,486 | $112.3M | 0.02% | +321,131+24.5% | Added |
| Ancient Art, L.P. | 1,643,636 | $113.1M | 27.18% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 1,734,532 | $119.4M | 0.20% | −324,934−15.8% | Reduced |
| UBS Asset Management Americas Inc | 1,790,743 | $123.2M | 0.03% | −230,400−11.4% | Reduced |
| Empower Advisory Group, LLC | 1,845,680 | $127.0M | 0.35% | −1,166−0.1% | Reduced |
| Legal & General Group Plc | 1,848,697 | $127.2M | 0.03% | +86,853+4.9% | Added |
| Amundi | 1,847,642 | $128.6M | 0.04% | +1,181,309+177.3% | Added |
| Deutsche Bank AG | 1,903,456 | $131.0M | 0.04% | +1,233,182+184.0% | Added |
| Bronte Capital Management Pty Ltd. | 1,761,171 | $135.4M | 12.19% | −643,478−26.8% | Reduced |
| KBC Group NV | 2,033,620 | $139.9M | 0.34% | +957,846+89.0% | Added |
| Bares Capital Management, Inc. | 2,060,589 | $141.8M | 13.08% | −950,511−31.6% | Reduced |
| Progeny 3, Inc. | 2,126,460 | $146.3M | 7.55% | 00.0% | Unchanged |
| Raymond James Financial Inc | 2,144,864 | $147.6M | 0.05% | +84,460+4.1% | Added |
| TD Asset Management Inc | 2,300,711 | $158.3M | 0.13% | +2,196,067+2,098.6% | Added |
| Citigroup Inc | 2,432,598 | $167.4M | 0.12% | +928,978+61.8% | Added |
| Bank of New York Mellon Corp | 2,481,243 | $170.7M | 0.03% | −752,408−23.3% | Reduced |
| First Trust Advisors LP | 2,856,099 | $196.5M | 0.15% | +1,351,285+89.8% | Added |
| Wells Fargo & Company | 3,259,238 | $224.3M | 0.05% | −168,739−4.9% | Reduced |
| Charles Schwab Investment Management Inc | 3,304,010 | $227.3M | 0.04% | −7,289−0.2% | Reduced |
| Marshall Wace, LLP | 3,484,551 | $239.8M | 0.26% | −1,930,819−35.7% | Reduced |
| Northern Trust Corp | 3,560,023 | $245.0M | 0.03% | −127,808−3.5% | Reduced |
| Two Sigma Investments, LP | 3,575,453 | $246.0M | 0.38% | +552,725+18.3% | Added |
| Jarislowsky, Fraser Ltd | 3,724,608 | $256.3M | 1.41% | −492,093−11.7% | Reduced |
| Royal Bank of Canada | 3,728,111 | $256.5M | 0.05% | −462,147−11.0% | Reduced |
| Morgan Stanley | 4,058,866 | $279.3M | 0.02% | −564,202−12.2% | Reduced |
| Two Sigma Advisers, LP | 4,192,800 | $288.5M | 0.58% | +813,900+24.1% | Added |
| Bamco Inc | 4,609,768 | $317.2M | 0.84% | +411,344+9.8% | Added |
| Jacobs Levy Equity Management, Inc | 4,737,541 | $326.0M | 1.30% | −659,389−12.2% | Reduced |
| Neuberger Berman Group LLC | 4,840,533 | $333.1M | 0.24% | −35,244−0.7% | Reduced |
| Waverton Investment Management Ltd | 4,922,936 | $338.8M | 4.36% | +481,693+10.8% | Added |
| Invesco Ltd. | 5,753,607 | $395.9M | 0.06% | +309,455+5.7% | Added |
| American Century Companies Inc | 5,953,647 | $409.7M | 0.21% | +351,136+6.3% | Added |
| FMR LLC | 6,228,484 | $428.6M | 0.02% | −447,103−6.7% | Reduced |