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 |
|---|---|---|---|---|---|
| Pathstone Holdings, LLC | 51,218 | $3.52M | 0.01% | −560−1.1% | Reduced |
| TCW Group Inc | 51,214 | $3.52M | 0.03% | −20,531−28.6% | Reduced |
| Oregon Public Employees Retirement Fund | 50,876 | $3.50M | 0.05% | −38,524−43.1% | Reduced |
| Gunderson Capital Management Inc. | 50,472 | $3.47M | 1.28% | +50,472 | New |
| Creative Planning | 50,358 | $3.47M | 0.00% | +9,501+23.3% | Added |
| Spahn Wealth & Retirement LLC | 49,845 | $3.43M | 2.03% | +49,845 | New |
| Arkadios Wealth Advisors | 49,097 | $3.38M | 0.08% | −1,603−3.2% | Reduced |
| State of Wyoming | 48,701 | $3.35M | 0.38% | −3,683−7.0% | Reduced |
| State of Alaska, Department of Revenue | 48,672 | $3.35M | 0.03% | −352−0.7% | Reduced |
| Vontobel Holding Ltd. | 48,502 | $3.34M | 0.01% | −10,689−18.1% | Reduced |
| OP Asset Management Ltd | 48,371 | $3.33M | 0.04% | +1,871+4.0% | Added |
| Burney Co | 48,312 | $3.32M | 0.11% | +42,402+717.5% | Added |
| Mutual of America Capital Management LLC | 48,263 | $3.32M | 0.04% | −168,480−77.7% | Reduced |
| Nomura Holdings Inc | 46,904 | $3.23M | 0.01% | +27,216+138.2% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 46,461 | $3.20M | 0.01% | +38,709+499.3% | Added |
| NWF Advisory Services Inc. | 45,813 | $3.15M | 0.35% | +507+1.1% | Added |
| Polar Asset Management Partners Inc. | 45,472 | $3.13M | 0.06% | +45,472 | New |
| Brinker Capital Investments, LLC | 45,407 | $3.12M | 0.02% | +9,843+27.7% | Added |
| Blackhawk Capital Partners LLC. | 45,248 | $3.11M | 1.21% | +2,729+6.4% | Added |
| Envestnet Portfolio Solutions, Inc. | 45,113 | $3.10M | 0.01% | −9,670−17.7% | Reduced |
| Marks Group Wealth Management, Inc | 44,323 | $3.05M | 0.28% | +44,323 | New |
| Brevan Howard Capital Management LP | 44,096 | $3.03M | 0.04% | −61,090−58.1% | Reduced |
| The PNC Financial Services Group, Inc. | 43,779 | $3.01M | 0.00% | +9,651+28.3% | Added |
| Uncommon Cents Investing LLC | 43,575 | $3.00M | 0.75% | −39,945−47.8% | Reduced |
| Anderson Hoagland & Co | 43,456 | $2.99M | 0.27% | +43,456 | New |
| Public Employees Retirement Association of Colorado | 43,060 | $2.96M | 0.01% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 42,774 | $2.94M | 0.35% | −3,499−7.6% | Reduced |
| Mackenzie Financial Corp | 42,472 | $2.92M | 0.00% | −2,023−4.5% | Reduced |
| Bridgeway Capital Management, LLC | 41,600 | $2.86M | 0.06% | +13,800+49.6% | Added |
| Independent Solutions Wealth Management, LLC | 41,512 | $2.86M | 0.51% | +983+2.4% | Added |
| Swiss Life Asset Management Ltd | 41,288 | $2.84M | 0.01% | +2,780+7.2% | Added |
| Polymer Capital Management (HK) LTD | 41,258 | $2.84M | 0.39% | −10,342−20.0% | Reduced |
| NEOS Investment Management LLC | 41,097 | $2.83M | 0.02% | +41,097 | New |
| Gator Capital Management, LLC | 40,800 | $2.81M | 0.72% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 40,284 | $2.77M | 0.31% | 00.0% | Unchanged |
| Miura Global Management, LLC | 40,000 | $2.75M | 4.05% | +40,000 | New |
| Kestra Advisory Services, LLC | 39,798 | $2.74M | 0.01% | +11,248+39.4% | Added |
| Cim, LLC | 39,200 | $2.70M | 0.35% | +2,048+5.5% | Added |
| Fiduciary Family Office, LLC | 39,012 | $2.68M | 0.76% | −5,044−11.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 38,889 | $2.68M | 0.02% | −123,565−76.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 18,057 | $2.64M | 0.12% | −1,172−6.1% | Reduced |
| AXA Investment Managers S.A. | 37,767 | $2.60M | 0.01% | +37,767 | New |
| Silver Oak Securities, Inc | 37,479 | $2.58M | 0.19% | +281+0.8% | Added |
| Davenport & Co LLC | 37,243 | $2.56M | 0.01% | +5,833+18.6% | Added |
| Ethic Inc. | 36,869 | $2.54M | 0.04% | −4,043−9.9% | Reduced |
| Bellwether Advisors, LLC | 36,330 | $2.50M | 0.41% | −15,872−30.4% | Reduced |
| Chase Investment Counsel Corp | 36,000 | $2.48M | 0.73% | −4,000−10.0% | Reduced |
| Convergence Investment Partners, LLC | 35,860 | $2.47M | 0.55% | +35,860 | New |
| Pacer Advisors, Inc. | 35,840 | $2.47M | 0.01% | +5,722+19.0% | Added |
| Scotia Capital Inc. | 35,425 | $2.44M | 0.01% | −113,084−76.1% | Reduced |
| Inspire Advisors, LLC | 35,408 | $2.44M | 0.23% | −1,087−3.0% | Reduced |
| Crossmark Global Holdings, Inc. | 35,274 | $2.43M | 0.04% | +5,052+16.7% | Added |
| Kestra Investment Management, LLC | 34,767 | $2.39M | 0.06% | +19,537+128.3% | Added |
| Aspire Private Capital, LLC | 34,611 | $2.38M | 0.52% | −5,990−14.8% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,301 | $2.36M | 0.02% | −99,579−74.4% | Reduced |
| Swedbank AB | 34,080 | $2.35M | 0.00% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 33,489 | $2.30M | 0.42% | +150.0% | Added |
| Mercer Global Advisors Inc | 33,247 | $2.29M | 0.00% | +5,488+19.8% | Added |
| Fullerton Fund Management Co Ltd. | 33,227 | $2.29M | 0.09% | +33,227 | New |
| Dumont & Blake Investment Advisors LLC | 32,364 | $2.23M | 0.54% | −272−0.8% | Reduced |
| Intech Investment Management LLC | 31,958 | $2.20M | 0.02% | −637,019−95.2% | Reduced |
| Vestcor Inc | 31,806 | $2.19M | 0.07% | −4,713−12.9% | Reduced |
| TriaGen Wealth Management LLC | 31,800 | $2.19M | 0.57% | +31,800 | New |
| Van Eck Associates Corp | 31,620 | $2.18M | 0.00% | +31,620 | New |
| Hussman Strategic Advisors, Inc. | 31,500 | $2.17M | 0.47% | +31,500 | New |
| Equitable Holdings, Inc. | 31,193 | $2.15M | 0.02% | +12,522+67.1% | Added |
| Everence Capital Management Inc | 31,079 | $2.14M | 0.13% | +5,559+21.8% | Added |
| Mitchell & Pahl Private Wealth, LLC | 31,012 | $2.13M | 0.89% | −236−0.8% | Reduced |
| Candriam Luxembourg S.C.A. | 30,909 | $2.13M | 0.01% | +3,437+12.5% | Added |
| Central Trust Co | 30,858 | $2.12M | 0.04% | +2,310+8.1% | Added |
| First Citizens Bank & Trust Co | 29,752 | $2.05M | 0.04% | −4,318−12.7% | Reduced |
| Manchester Financial Inc | 29,583 | $2.04M | 0.41% | +29,583 | New |
| Jane Street Group, LLC | 29,474 | $2.03M | 0.00% | −261,058−89.9% | Reduced |
| Mizuho Securities USA LLC | 32,429 | $2.02M | 0.04% | +32,429 | New |
| AustralianSuper Pty Ltd | 28,588 | $1.97M | 0.01% | +4,116+16.8% | Added |
| Captrust Financial Advisors | 28,338 | $1.95M | 0.00% | −349−1.2% | Reduced |
| Standard Life Aberdeen plc | 28,298 | $1.95M | 0.00% | +28,298 | New |
| Quadrant Capital Group LLC | 28,204 | $1.94M | 0.06% | +278+1.0% | Added |
| Mystic Asset Management, Inc. | 28,200 | $1.94M | 0.44% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 28,015 | $1.93M | 0.55% | −4,729−14.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 27,506 | $1.89M | 0.13% | +3,003+12.3% | Added |
| Gardner Lewis Asset Management L P | 27,500 | $1.89M | 0.50% | −460−1.6% | Reduced |
| Caldwell Investment Management Ltd. | 27,100 | $1.86M | 1.22% | −3,300−10.9% | Reduced |
| Kentucky Retirement Systems | 26,923 | $1.85M | 0.05% | −1,838−6.4% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 26,911 | $1.85M | 0.10% | +26,911 | New |
| AE Wealth Management LLC | 26,887 | $1.85M | 0.01% | −3,299−10.9% | Reduced |
| Mariner, LLC | 26,874 | $1.85M | 0.00% | −7,503−21.8% | Reduced |
| Hartford Investment Management Co | 26,127 | $1.80M | 0.05% | +26,127 | New |
| Eagle Strategies LLC | 26,019 | $1.79M | 0.24% | −20,745−44.4% | Reduced |
| Advisors Asset Management, Inc. | 25,956 | $1.79M | 0.03% | +1,371+5.6% | Added |
| Jones Financial Companies LLLP | 26,875 | $1.78M | 0.00% | +7,234+36.8% | Added |
| Atomi Financial Group, Inc. | 25,461 | $1.75M | 0.06% | −59−0.2% | Reduced |
| Caitlin John, LLC | 25,195 | $1.73M | 1.21% | +153+0.6% | Added |
| Highland Capital Management, LLC | 24,602 | $1.69M | 0.08% | +24,602 | New |
| QRG Capital Management, Inc. | 24,152 | $1.66M | 0.02% | −1,159−4.6% | Reduced |
| Fragasso Group Inc. | 23,170 | $1.63M | 0.10% | −6,902−23.0% | Reduced |
| Louisiana State Employees Retirement System | 23,400 | $1.61M | 0.03% | −99,200−80.9% | Reduced |
| Moore Capital Management, LP | 22,910 | $1.58M | 0.03% | +22,910 | New |
| Sowell Financial Services LLC | 22,775 | $1.57M | 0.06% | −17,716−43.8% | Reduced |
| Axq Capital, LP | 22,634 | $1.56M | 0.60% | −6,577−22.5% | Reduced |