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 |
|---|---|---|---|---|---|
| Ashton Thomas Private Wealth, LLC | 11,340 | $780.3K | 0.02% | +2,760+32.2% | Added |
| Clark Financial Services Group Inc | 11,315 | $778.6K | 0.41% | +1,663+17.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,285 | $776.5K | 0.05% | −930−7.6% | Reduced |
| Bessemer Group Inc | 10,895 | $750.0K | 0.00% | +275+2.6% | Added |
| Fayez Sarofim & Co | 10,736 | $738.7K | 0.00% | +341+3.3% | Added |
| Axxcess Wealth Management, LLC | 10,727 | $738.1K | 0.02% | +2,774+34.9% | Added |
| Concurrent Investment Advisors, LLC | 10,727 | $738.1K | 0.01% | −3,941−26.9% | Reduced |
| Studio Investment Management LLC | 10,542 | $725.4K | 0.14% | −790−7.0% | Reduced |
| Malaga Cove Capital, LLC | 10,470 | $720.4K | 0.26% | −910−8.0% | Reduced |
| Morningstar Investment Management LLC | 10,449 | $719.0K | 0.03% | +10,449 | New |
| Graham Capital Management, L.P. | 10,407 | $716.1K | 0.03% | +885+9.3% | Added |
| ING Groep NV | 10,353 | $712.4K | 0.00% | +10,353 | New |
| Lecap Asset Management Ltd | 10,347 | $712.0K | 0.25% | +10,347 | New |
| Interval Partners, LP | 10,329 | $710.7K | 0.02% | −42,410−80.4% | Reduced |
| PFG Advisors | 10,323 | $710.3K | 0.03% | +10,323 | New |
| Petra Financial Advisors Inc | 10,221 | $703.3K | 0.41% | +167+1.7% | Added |
| Crewe Advisors LLC | 10,192 | $701.3K | 0.07% | 00.0% | Unchanged |
| Mount Lucas Management LP | 10,066 | $692.6K | 0.31% | −766−7.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,948 | $684.5K | 0.01% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 9,947 | $684.4K | 0.02% | +12+0.1% | Added |
| Raleigh Capital Management Inc. | 9,925 | $682.9K | 0.26% | −2,273−18.6% | Reduced |
| EntryPoint Capital, LLC | 9,924 | $682.9K | 0.26% | +9,924 | New |
| Schroder Investment Management Group | 9,895 | $680.8K | 0.00% | +5,667+134.0% | Added |
| Warther Private Wealth, LLC | 9,820 | $675.7K | 0.16% | −6,700−40.6% | Reduced |
| Severin Investments, LLC | 9,689 | $666.7K | 0.59% | −1,181−10.9% | Reduced |
| Wright Investors Service Inc | 9,635 | $663.0K | 0.19% | +9,635 | New |
| Vise Technologies, Inc. | 9,616 | $661.7K | 0.02% | −23,192−70.7% | Reduced |
| Strategic Investment Advisors | 9,507 | $654.2K | 0.06% | −3,042−24.2% | Reduced |
| Ameliora Wealth Management Ltd. | 9,427 | $648.7K | 0.22% | +4,603+95.4% | Added |
| Farther Finance Advisors, LLC | 9,263 | $637.4K | 0.01% | +1,885+25.5% | Added |
| Maridea Wealth Management LLC | 9,463 | $633.5K | 0.10% | +11+0.1% | Added |
| CAPROCK Group, Inc. | 10,156 | $632.9K | 0.02% | +10,156 | New |
| NorthRock Partners, LLC | 9,151 | $629.7K | 0.01% | +3,519+62.5% | Added |
| FourThought Financial Partners, LLC | 9,073 | $624.3K | 0.05% | +4,555+100.8% | Added |
| HB Wealth Management, LLC | 9,053 | $622.9K | 0.00% | −951−9.5% | Reduced |
| R Squared Ltd | 9,021 | $620.7K | 0.27% | +5,279+141.1% | Added |
| Thrive Wealth Management, LLC | 8,950 | $615.9K | 0.09% | +259+3.0% | Added |
| Park Avenue Securities LLC | 8,920 | $614.0K | 0.00% | +1,404+18.7% | Added |
| Park Capital Management, LLC | 8,915 | $613.5K | 0.49% | −20−0.2% | Reduced |
| Heartland Advisors Inc | 8,802 | $605.7K | 0.03% | −10,106−53.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 8,800 | $605.5K | 0.01% | 00.0% | Unchanged |
| Northwest & Ethical Investments L.P. | 8,788 | $604.6K | 0.01% | −2,160−19.7% | Reduced |
| Lido Advisors, LLC | 8,666 | $596.4K | 0.00% | +37+0.4% | Added |
| Exchange Traded Concepts, LLC | 8,620 | $593.1K | 0.01% | +8,620 | New |
| Rockefeller Capital Management L.P. | 8,609 | $592.4K | 0.00% | −5,964−40.9% | Reduced |
| MUFG Securities EMEA plc | 8,522 | $586.4K | 0.01% | −19,878−70.0% | Reduced |
| Putney Financial Group LLC | 8,440 | $580.8K | 0.58% | 00.0% | Unchanged |
| Prudential PLC | 8,412 | $578.8K | 0.00% | −24,360−74.3% | Reduced |
| Ritholtz Wealth Management | 8,293 | $570.7K | 0.01% | −260−3.0% | Reduced |
| Acadian Asset Management LLC | 8,144 | $559.0K | 0.00% | −28,623−77.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,122 | $558.9K | 0.02% | −6,494−44.4% | Reduced |
| ABLE Financial Group, LLC | 8,083 | $556.2K | 0.12% | +1,603+24.7% | Added |
| Forefront Wealth Partners, LLC | 8,006 | $550.9K | 0.14% | +8,006 | New |
| Synergy Financial Group, LTD | 8,005 | $550.8K | 0.37% | −171−2.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,000 | $550.5K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 7,965 | $548.1K | 0.07% | −30.0% | Reduced |
| Summit Financial, LLC | 7,877 | $542.0K | 0.01% | +1,099+16.2% | Added |
| Great Lakes Advisors, LLC | 7,815 | $537.8K | 0.00% | −203−2.5% | Reduced |
| Richard W. Paul & Associates, LLC | 7,789 | $535.9K | 0.18% | −1,952−20.0% | Reduced |
| Fisher Asset Management, LLC | 7,764 | $534.3K | 0.00% | −1,366−15.0% | Reduced |
| Evergreen Capital Management LLC | 7,666 | $527.5K | 0.01% | +1,182+18.2% | Added |
| Journey Strategic Wealth LLC | 7,617 | $524.1K | 0.01% | +434+6.0% | Added |
| Jackson Wealth Management, LLC | 7,571 | $521.0K | 0.05% | +7,571 | New |
| EverSource Wealth Advisors, LLC | 7,549 | $519.5K | 0.02% | −2,286−23.2% | Reduced |
| United Capital Financial Advisers, LLC | 7,520 | $517.5K | 0.00% | +2,328+44.8% | Added |
| Canada Post Corp Registered Pension Plan | 7,500 | $516.0K | 0.02% | +7,500 | New |
| Allworth Financial LP | 7,363 | $506.6K | 0.00% | +183+2.5% | Added |
| Wealth Alliance | 7,312 | $503.1K | 0.05% | −1,462−16.7% | Reduced |
| Bridgefront Capital, LLC | 7,263 | $499.8K | 0.15% | −3,968−35.3% | Reduced |
| Motley Fool Asset Management LLC | 7,250 | $498.9K | 0.02% | +226+3.2% | Added |
| Brady Martz Wealth Solutions, LLC | 7,164 | $493.0K | 0.09% | 00.0% | Unchanged |
| Alps Advisors Inc | 7,159 | $492.6K | 0.00% | −1,173−14.1% | Reduced |
| Roundview Capital LLC | 7,132 | $490.8K | 0.03% | +7,132 | New |
| DRW Securities, LLC | 7,112 | $489.6K | 0.03% | +2,707+61.5% | Added |
| Richard P Slaughter Associates Inc | 7,100 | $488.6K | 0.11% | −724−9.3% | Reduced |
| Leuthold Group, LLC | 7,100 | $488.6K | 0.05% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,035 | $484.1K | 0.01% | −11,551−62.1% | Reduced |
| Nemes Rush Group LLC | 7,014 | $482.6K | 0.05% | +117+1.7% | Added |
| Alta Wealth Advisors LLC | 6,995 | $481.3K | 0.17% | +6,995 | New |
| Hilltop Holdings Inc. | 6,928 | $476.7K | 0.03% | +2,608+60.4% | Added |
| Wedmont Private Capital | 6,867 | $476.2K | 0.02% | +1,603+30.5% | Added |
| Skba Capital Management LLC | 6,892 | $474.2K | 0.07% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 6,852 | $471.5K | 0.01% | +202+3.0% | Added |
| Meyer Handelman Co | 6,800 | $467.9K | 0.01% | 00.0% | Unchanged |
| Leeward Financial Partners, LLC | 6,785 | $466.9K | 0.13% | +2,024+42.5% | Added |
| Integrated Wealth Concepts LLC | 6,561 | $451.5K | 0.00% | −2,805−29.9% | Reduced |
| Costello Asset Management, INC | 6,555 | $451.1K | 0.15% | +1,403+27.2% | Added |
| Fulton Bank, N.A. | 6,502 | $447.4K | 0.02% | −1,822−21.9% | Reduced |
| Fairfield Financial Advisors, LTD | 6,480 | $445.9K | 0.15% | +106+1.7% | Added |
| Bayforest Capital Ltd | 6,447 | $443.6K | 0.21% | +5,680+740.5% | Added |
| Virtue Capital Management, LLC | 2,237 | $439.0K | 0.10% | −27,563−92.5% | Reduced |
| Profund Advisors LLC | 6,355 | $437.3K | 0.01% | −3,742−37.1% | Reduced |
| Koshinski Asset Management, Inc. | 6,348 | $436.8K | 0.03% | −286−4.3% | Reduced |
| Sagespring Wealth Partners, LLC | 6,339 | $436.2K | 0.01% | −44−0.7% | Reduced |
| Summit Trail Advisors, LLC | 6,339 | $436.2K | 0.01% | +315+5.2% | Added |
| Seeds Investor LLC | 6,323 | $435.1K | 0.09% | −120−1.9% | Reduced |
| IHT Wealth Management, LLC | 6,317 | $434.7K | 0.01% | +186+3.0% | Added |
| Callan Family Office, LLC | 6,312 | $434.3K | 0.01% | −1,500−19.2% | Reduced |
| Merit Financial Group, LLC | 6,224 | $428.3K | 0.00% | +590+10.5% | Added |
| Aureus Asset Management, LLC | 6,116 | $420.8K | 0.03% | 00.0% | Unchanged |