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 |
|---|---|---|---|---|---|
| Polar Capital Holdings Plc | 446,756 | $30.7M | 0.15% | −127,720−22.2% | Reduced |
| Compagnie Lombard Odier SCmA | 441,333 | $30.4M | 0.34% | +389,122+745.3% | Added |
| Great West Life Assurance Co | 424,701 | $29.2M | 0.04% | −131,341−23.6% | Reduced |
| Bank of Nova Scotia | 420,134 | $28.9M | 0.05% | −589,208−58.4% | Reduced |
| Brooktree Capital Management | 416,866 | $28.7M | 18.23% | −84,973−16.9% | Reduced |
| Storebrand Asset Management AS | 408,799 | $28.1M | 0.07% | +14,150+3.6% | Added |
| Adage Capital Partners GP, L.L.C. | 405,300 | $27.9M | 0.04% | +405,300 | New |
| State Board of Administration of Florida Retirement System | 398,481 | $27.4M | 0.05% | −28,479−6.7% | Reduced |
| Gabelli Funds LLC | 380,731 | $26.2M | 0.18% | −21,034−5.2% | Reduced |
| Coronation Fund Managers Ltd. | 379,507 | $26.1M | 1.36% | −277,218−42.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 347,622 | $23.9M | 0.04% | +61,152+21.3% | Added |
| Dana Investment Advisors, Inc. | 341,291 | $23.5M | 0.69% | −45,589−11.8% | Reduced |
| Toronto Dominion Bank | 340,837 | $23.5M | 0.05% | +259,015+316.6% | Added |
| Rovida Investment Management Ltd | 340,000 | $23.4M | 2.65% | 00.0% | Unchanged |
| Lansing Management LP | 337,985 | $23.3M | 16.87% | −61,751−15.4% | Reduced |
| Winmill & Co. Inc | 327,200 | $22.5M | 5.46% | 00.0% | Unchanged |
| Aviva PLC | 325,261 | $22.4M | 0.04% | +55,721+20.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 323,662 | $22.3M | 0.18% | +101,136+45.4% | Added |
| Credit Agricole S A | 317,279 | $21.8M | 0.07% | +317,279 | New |
| Blue Whale Capital LLP | 315,583 | $21.7M | 1.20% | +315,583 | New |
| Winton Group Ltd | 312,823 | $21.5M | 0.81% | −68,507−18.0% | Reduced |
| Prana Capital Management, LP | 308,545 | $21.2M | 0.71% | −76,542−19.9% | Reduced |
| National Bank of Canada | 307,362 | $21.1M | 0.02% | +238,254+344.8% | Added |
| SEI Investments Co | 305,631 | $21.0M | 0.02% | +59,707+24.3% | Added |
| Stony Point Capital LLC | 301,294 | $20.7M | 1.45% | +14,303+5.0% | Added |
| Public Employees Retirement System of Ohio | 282,128 | $19.4M | 0.06% | +574+0.2% | Added |
| New York State Teachers Retirement System | 274,547 | $18.9M | 0.04% | −35,001−11.3% | Reduced |
| Korea Investment CORP | 272,572 | $18.8M | 0.04% | +121,500+80.4% | Added |
| O'Brien Greene & Co. Inc | 268,135 | $18.5M | 5.67% | −13,554−4.8% | Reduced |
| Union Bancaire Privee, UBP SA | 326,133 | $17.9M | 0.37% | +125,029+62.2% | Added |
| Manufacturers Life Insurance Company, The | 256,436 | $17.6M | 0.01% | −7,471−2.8% | Reduced |
| Premier Fund Managers Ltd | 256,200 | $17.6M | 0.72% | +10,200+4.1% | Added |
| Ameriprise Financial Inc | 247,978 | $17.1M | 0.00% | −360,269−59.2% | Reduced |
| Firetrail Investments Pty Ltd | 249,740 | $17.1M | 4.27% | −171,731−40.7% | Reduced |
| Prudential Financial Inc | 247,190 | $17.0M | 0.02% | +190,194+333.7% | Added |
| State of Wisconsin Investment Board | 239,703 | $16.5M | 0.04% | −14,885−5.8% | Reduced |
| Nomura Asset Management Co Ltd | 232,885 | $16.0M | 0.04% | +19,621+9.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 227,511 | $15.7M | 0.04% | +227,511 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 73,048 | $15.4M | 0.61% | +68,450+1,488.7% | Added |
| HighTower Advisors, LLC | 215,419 | $14.8M | 0.02% | −20,401−8.7% | Reduced |
| Janney Montgomery Scott LLC | 214,022 | $14.7M | 0.03% | −8,128−3.7% | Reduced |
| Jump Financial, LLC | 213,107 | $14.7M | 0.19% | −490,981−69.7% | Reduced |
| Danske Bank A/S | 211,608 | $14.6M | 0.04% | +39,700+23.1% | Added |
| Cozad Asset Management Inc | 209,139 | $14.4M | 1.14% | −7,203−3.3% | Reduced |
| Truist Financial Corp | 207,923 | $14.3M | 0.02% | +5,258+2.6% | Added |
| CWM Advisors, LLC | 202,283 | $13.9M | 1.35% | −13,407−6.2% | Reduced |
| Voya Investment Management LLC | 197,943 | $13.6M | 0.01% | +122,417+162.1% | Added |
| D. E. Shaw & Co., Inc. | 190,528 | $13.1M | 0.01% | +140,892+283.9% | Added |
| Macquarie Group Ltd | 189,605 | $13.0M | 0.02% | +27,152+16.7% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 188,556 | $13.0M | 1.18% | +975+0.5% | Added |
| Harbor Advisors LLC | 186,832 | $12.9M | 1.98% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 183,577 | $12.6M | 0.03% | −10,264−5.3% | Reduced |
| Evelyn Partners Investment Management LLP | 181,551 | $12.5M | 0.35% | +50,509+38.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 180,748 | $12.4M | 0.10% | +74,824+70.6% | Added |
| Capital Impact Advisors, LLC | 180,496 | $12.4M | 2.78% | +180,496 | New |
| Asset Management One Co.,Ltd. | 179,446 | $12.3M | 0.04% | +14,533+8.8% | Added |
| Mediolanum International Funds Ltd | 177,843 | $12.2M | 0.13% | +108,123+155.1% | Added |
| Pinebridge Investments, L.P. | 176,515 | $12.1M | 0.09% | +118,239+202.9% | Added |
| HRT Financial LP | 173,600 | $11.9M | 0.04% | −171,886−49.8% | Reduced |
| Cetera Investment Advisers | 171,589 | $11.8M | 0.01% | +17,347+11.2% | Added |
| One Madison Group LLC | 170,000 | $11.7M | 1.28% | −34,000−16.7% | Reduced |
| Twin Tree Management, LP | 166,602 | $11.5M | 0.54% | −58,208−25.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 163,856 | $11.3M | 0.18% | −12,500−7.1% | Reduced |
| Fifth Third Bancorp | 163,007 | $11.2M | 0.04% | +18,574+12.9% | Added |
| Picton Mahoney Asset Management | 155,460 | $10.7M | 0.14% | −4,347−2.7% | Reduced |
| State of New Jersey Common Pension Fund D | 152,096 | $10.5M | 0.04% | +5,152+3.5% | Added |
| Rafferty Asset Management, LLC | 151,675 | $10.4M | 0.03% | +141,407+1,377.2% | Added |
| Empowered Funds, LLC | 150,787 | $10.4M | 0.10% | +13,318+9.7% | Added |
| KLP Kapitalforvaltning AS | 148,800 | $10.2M | 0.04% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 147,894 | $10.2M | 0.51% | +141,858+2,350.2% | Added |
| Ibex Wealth Advisors | 146,353 | $10.1M | 0.96% | +4,647+3.3% | Added |
| SkyView Investment Advisors, LLC | 145,914 | $10.0M | 1.27% | −2,249−1.5% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 140,400 | $9.66M | 4.30% | +140,400 | New |
| Man Group plc | 140,215 | $9.65M | 0.02% | +43,767+45.4% | Added |
| Resona Asset Management Co.,Ltd. | 138,026 | $9.50M | 0.05% | +802+0.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 136,535 | $9.39M | 0.05% | +4,687+3.6% | Added |
| Lord, Abbett & Co. LLC | 136,525 | $9.39M | 0.03% | −1,192−0.9% | Reduced |
| CWA Asset Management Group, LLC | 130,292 | $8.97M | 0.33% | +38,181+41.5% | Added |
| Investment Management Corp of Ontario | 129,986 | $8.94M | 0.14% | +53,254+69.4% | Added |
| Martingale Asset Management L P | 128,218 | $8.82M | 0.22% | −30,410−19.2% | Reduced |
| Arizona State Retirement System | 128,102 | $8.81M | 0.05% | +942+0.7% | Added |
| Aware Super Pty Ltd as trustee of Aware Super | 127,888 | $8.80M | 0.12% | 00.0% | Unchanged |
| Emmett Investment Management, LP | 127,480 | $8.77M | 6.89% | −56,400−30.7% | Reduced |
| NewEdge Wealth, LLC | 121,501 | $8.70M | 0.12% | −2,352−1.9% | Reduced |
| Wealthfront Advisers LLC | 124,957 | $8.60M | 0.02% | +15,526+14.2% | Added |
| Vestmark Advisory Solutions, Inc. | 122,413 | $8.42M | 0.16% | −1,706−1.4% | Reduced |
| State of Michigan Retirement System | 120,400 | $8.28M | 0.04% | +15,684+15.0% | Added |
| Marvin & Palmer Associates Inc | 117,225 | $8.25M | 6.13% | +26,885+29.8% | Added |
| ProShare Advisors LLC | 116,419 | $8.01M | 0.02% | +93,555+409.2% | Added |
| AWH Capital, L.P. | 116,380 | $8.01M | 8.35% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 115,000 | $7.91M | 0.06% | +115,000 | New |
| Lighthouse Investment Partners, LLC | 114,951 | $7.91M | 0.29% | +4,077+3.7% | Added |
| Steward Partners Investment Advisory, LLC | 114,737 | $7.90M | 0.05% | −18,411−13.8% | Reduced |
| Gotham Asset Management, LLC | 114,027 | $7.85M | 0.03% | +4,311+3.9% | Added |
| Commonwealth Equity Services, LLC | 113,349 | $7.80M | 0.01% | +41,271+57.3% | Added |
| Czech National Bank | 113,083 | $7.78M | 0.05% | +113,083 | New |
| Andra AP-fonden | 112,208 | $7.72M | 0.10% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 111,676 | $7.68M | 0.81% | 00.0% | Unchanged |
| MetLife Investment Management | 111,280 | $7.66M | 0.04% | −124,235−52.8% | Reduced |
| Wolverine Trading, LLC | 111,105 | $7.64M | 0.15% | +105,363+1,835.0% | Added |