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 |
|---|---|---|---|---|---|
| Oppenheimer & Co Inc | 22,574 | $1.55M | 0.02% | +16,676+282.7% | Added |
| Cumberland Partners Ltd | 22,500 | $1.55M | 0.10% | +22,500 | New |
| Gulf International Bank (UK) Ltd | 22,490 | $1.55M | 0.05% | −578−2.5% | Reduced |
| Aviso Financial Inc. | 22,221 | $1.53M | 0.06% | −3,184−12.5% | Reduced |
| M&T Bank Corp | 22,132 | $1.52M | 0.01% | −5,616−20.2% | Reduced |
| Owls Nest Partners IA, LLC | 22,000 | $1.51M | 0.42% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 21,900 | $1.51M | 0.31% | +21,900 | New |
| Advisory Services Network, LLC | 21,879 | $1.51M | 0.02% | +11,035+101.8% | Added |
| SG Americas Securities, LLC | 21,687 | $1.49M | 0.01% | −23,747−52.3% | Reduced |
| Spire Wealth Management | 21,520 | $1.48M | 0.05% | +775+3.7% | Added |
| Securian Asset Management, Inc | 21,502 | $1.48M | 0.04% | −11,689−35.2% | Reduced |
| LRT Capital Management, LLC | 21,453 | $1.48M | 0.98% | +4,327+25.3% | Added |
| Western Financial Corp | 21,384 | $1.47M | 0.64% | −3,014−12.4% | Reduced |
| Maryland State Retirement & Pension System | 21,382 | $1.47M | 0.03% | +796+3.9% | Added |
| Guggenheim Capital LLC | 21,343 | $1.47M | 0.01% | +650+3.1% | Added |
| Royal London Asset Management Ltd | 21,100 | $1.45M | 0.00% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 20,900 | $1.44M | 0.44% | +6,429+44.4% | Added |
| Private Advisor Group, LLC | 20,282 | $1.40M | 0.01% | −4,088−16.8% | Reduced |
| Oxford Asset Management LLP | 20,150 | $1.39M | 0.45% | −5,374−21.1% | Reduced |
| Monetta Financial Services Inc | 20,000 | $1.38M | 0.96% | 00.0% | Unchanged |
| Ion Asset Management Ltd. | 20,000 | $1.38M | 0.17% | 00.0% | Unchanged |
| Fisher Funds Management LTD | 19,810 | $1.36M | 0.04% | +19,810 | New |
| New Mexico Educational Retirement Board | 19,800 | $1.36M | 0.04% | −69,112−77.7% | Reduced |
| Pullen Investment Management, LLC | 19,748 | $1.36M | 0.74% | +200+1.0% | Added |
| Mainstream Capital Management LLC | 19,381 | $1.33M | 0.89% | +1,009+5.5% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,952 | $1.30M | 0.03% | 00.0% | Unchanged |
| Baader Bank INC | 18,647 | $1.27M | 0.11% | +257+1.4% | Added |
| Groupama Asset Managment | 17,977 | $1.24M | 0.02% | +17,977 | New |
| Csenge Advisory Group | 17,678 | $1.22M | 0.06% | +17,678 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 17,620 | $1.21M | 0.00% | +17,620 | New |
| Cross Staff Investments Inc | 17,604 | $1.21M | 0.85% | −158,397−90.0% | Reduced |
| Lebenthal Global Advisors, LLC | 17,599 | $1.21M | 0.21% | −211−1.2% | Reduced |
| Norinchukin Bank, The | 17,491 | $1.20M | 0.02% | +17,491 | New |
| Gamco Investors, Inc. Et Al | 17,425 | $1.20M | 0.01% | −5,655−24.5% | Reduced |
| Elo Mutual Pension Insurance Co | 17,153 | $1.18M | 0.02% | −13,785−44.6% | Reduced |
| Thrivent Financial for Lutherans | 17,154 | $1.18M | 0.00% | −85,465−83.3% | Reduced |
| GWM Advisors LLC | 17,131 | $1.18M | 0.01% | +13,424+362.1% | Added |
| Connective Capital Management, LLC | 17,065 | $1.17M | 1.08% | −15,055−46.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 16,874 | $1.16M | 0.00% | +861+5.4% | Added |
| Williamson Legacy Group, LLC | 16,771 | $1.15M | 0.89% | +16,771 | New |
| L2 Asset Management, LLC | 16,647 | $1.15M | 0.17% | +5,577+50.4% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $1.14M | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 16,357 | $1.13M | 0.03% | +16,357 | New |
| XTX Topco Ltd | 16,265 | $1.12M | 0.06% | +16,265 | New |
| BOCHK Asset Management Ltd | 16,250 | $1.12M | 0.29% | +16,250 | New |
| Raiffeisen Bank International AG | 16,117 | $1.11M | 0.01% | −1,982−11.0% | Reduced |
| Impact Capital Partners LLC | 16,066 | $1.11M | 0.33% | −761−4.5% | Reduced |
| Altshuler Shaham Ltd | 16,000 | $1.10M | 0.02% | −4,000−20.0% | Reduced |
| Polymer Capital Management (US) LLC | 15,897 | $1.09M | 0.15% | −6,560−29.2% | Reduced |
| Everpar Advisors LLC | 15,896 | $1.09M | 0.43% | +308+2.0% | Added |
| Leonteq Securities AG | 15,786 | $1.09M | 0.06% | +3,821+31.9% | Added |
| MBM Wealth Consultants, LLC | 15,690 | $1.08M | 0.27% | −1,948−11.0% | Reduced |
| LVW Advisors, LLC | 15,677 | $1.08M | 0.11% | −2,305−12.8% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 19,344 | $1.07M | 0.06% | 00.0% | Unchanged |
| Navellier & Associates Inc | 15,415 | $1.06M | 0.11% | +2,997+24.1% | Added |
| Ballentine Partners, LLC | 15,389 | $1.06M | 0.01% | +145+1.0% | Added |
| Delta Investment Management, LLC | 15,143 | $1.04M | 0.19% | +587+4.0% | Added |
| Integrated Quantitative Investments LLC | 14,988 | $1.03M | 0.29% | +14,988 | New |
| Metis Global Partners, LLC | 14,886 | $1.02M | 0.02% | +9,656+184.6% | Added |
| Mission Wealth Management, LP | 14,593 | $1.00M | 0.02% | +5,277+56.6% | Added |
| Pinkerton Retirement Specialists, LLC | 14,546 | $1.00M | 0.11% | +14,546 | New |
| Brown Advisory Inc | 14,514 | $998.7K | 0.00% | +17+0.1% | Added |
| Global Retirement Partners, LLC | 14,384 | $989.8K | 0.02% | +652+4.7% | Added |
| PFG Investments, LLC | 14,343 | $987.0K | 0.05% | +775+5.7% | Added |
| National Asset Management, Inc. | 14,333 | $986.3K | 0.05% | −1,447−9.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,192 | $976.6K | 0.01% | −83,119−85.4% | Reduced |
| Illinois Municipal Retirement Fund | 13,976 | $961.7K | 0.01% | −6,124−30.5% | Reduced |
| Private Advisory Group LLC | 13,971 | $961.3K | 0.08% | −7,388−34.6% | Reduced |
| Visionary Horizons, LLC | 13,800 | $949.6K | 0.53% | +2,045+17.4% | Added |
| HighPoint Advisor Group LLC | 13,726 | $944.5K | 0.04% | +776+6.0% | Added |
| Venturi Wealth Management, LLC | 13,546 | $932.1K | 0.04% | −373−2.7% | Reduced |
| NBC Securities, Inc. | 13,499 | $928.9K | 0.07% | −657−4.6% | Reduced |
| Flagship Harbor Advisors, LLC | 13,315 | $916.2K | 0.04% | +974+7.9% | Added |
| Straightline Group LLC | 13,626 | $915.3K | 0.53% | +13,626 | New |
| Formidable Asset Management, LLC | 13,284 | $914.1K | 0.14% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 13,240 | $911.0K | 0.01% | +3,324+33.5% | Added |
| Pinnacle Wealth Management, LLC | 13,226 | $910.1K | 0.61% | −15,462−53.9% | Reduced |
| Banco BTG Pactual S.A. | 13,000 | $894.5K | 0.13% | −37,000−74.0% | Reduced |
| Simplex Trading, LLC | 12,841 | $883.0K | 0.02% | +12,841 | New |
| Advisor OS, LLC | 12,636 | $869.5K | 0.08% | −2,331−15.6% | Reduced |
| Yorktown Management & Research Co Inc | 12,400 | $853.2K | 0.68% | 00.0% | Unchanged |
| Ossiam | 12,400 | $853.2K | 0.01% | +8,464+215.0% | Added |
| Matisse Capital | 12,300 | $846.4K | 0.38% | +300+2.5% | Added |
| Gsa Capital Partners LLP | 12,251 | $843.0K | 0.07% | −13,401−52.2% | Reduced |
| Inceptionr LLC | 12,099 | $832.5K | 0.20% | +2,887+31.3% | Added |
| Campbell & CO Investment Adviser LLC | 12,077 | $831.0K | 0.06% | −4,537−27.3% | Reduced |
| Impact Partnership Wealth, LLC | 12,024 | $827.4K | 0.12% | +12,024 | New |
| MUFG Securities Americas Inc. | 12,007 | $826.2K | 0.05% | +12,007 | New |
| Heritage Family Offices, LLP | 11,959 | $822.9K | 0.38% | +8,011+202.9% | Added |
| Scientech Research LLC | 11,807 | $812.4K | 0.28% | +11,807 | New |
| Custom Index Systems, LLC | 11,757 | $809.0K | 0.24% | +11,757 | New |
| Revisor Wealth Management LLC | 11,125 | $807.9K | 0.28% | +650+6.2% | Added |
| Northwestern Mutual Wealth Management Co | 11,690 | $804.4K | 0.00% | +3,956+51.2% | Added |
| Fiduciary Trust Co | 11,633 | $800.5K | 0.01% | +26+0.2% | Added |
| Precision Wealth Strategies, LLC | 11,606 | $798.6K | 0.26% | +11,606 | New |
| Engineers Gate Manager LP | 11,527 | $793.2K | 0.01% | −28,134−70.9% | Reduced |
| Benjamin Edwards Inc | 11,438 | $787.3K | 0.01% | −743−6.1% | Reduced |
| GAMMA Investing LLC | 11,439 | $787.1K | 0.04% | +1,256+12.3% | Added |
| Measured Wealth Private Client Group, LLC | 11,424 | $786.1K | 0.21% | −1,452−11.3% | Reduced |
| Cerity Partners LLC | 11,393 | $784.0K | 0.00% | +5,655+98.6% | Added |