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 |
|---|---|---|---|---|---|
| Grandview Asset Management LLC | 6,049 | $416.2K | 0.12% | +6,049 | New |
| Coldstream Capital Management Inc | 6,007 | $413.3K | 0.01% | −13−0.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 6,000 | $412.9K | 0.00% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,991 | $412.2K | 0.01% | −718−10.7% | Reduced |
| Tema ETFs LLC | 5,981 | $411.6K | 0.03% | +5,981 | New |
| Siemens Fonds Invest GmbH | 5,976 | $411.2K | 0.02% | −60−1.0% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $410.0K | 0.00% | 00.0% | Unchanged |
| Vicus Capital | 5,942 | $408.9K | 0.03% | +5,942 | New |
| Freestone Capital Holdings, LLC | 5,820 | $400.5K | 0.01% | −508−8.0% | Reduced |
| Stephens Inc | 5,786 | $398.1K | 0.01% | −334−5.5% | Reduced |
| Smith Group Asset Management, LLC | 5,621 | $386.8K | 0.02% | +5,621 | New |
| Premier Path Wealth Partners, LLC | 5,590 | $384.6K | 0.05% | +250+4.7% | Added |
| Integrated Advisors Network LLC | 5,511 | $379.2K | 0.02% | −219−3.8% | Reduced |
| New England Research & Management, Inc. | 5,500 | $378.5K | 0.17% | +5,500 | New |
| Commons Capital, LLC | 5,370 | $369.5K | 0.25% | +27+0.5% | Added |
| Harvest Fund Management Co., Ltd | 5,324 | $366.0K | 0.02% | +5,232+5,687.0% | Added |
| Qtron Investments LLC | 5,289 | $363.9K | 0.05% | +5,289 | New |
| Chemistry Wealth Management LLC | 5,288 | $363.9K | 0.07% | 00.0% | Unchanged |
| Fundamentun, LLC | 5,284 | $363.6K | 0.02% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 5,255 | $361.6K | 0.04% | +5,255 | New |
| Harel Insurance Investments & Financial Services Ltd. | 5,200 | $357.0K | 0.00% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,149 | $354.3K | 0.09% | −231−4.3% | Reduced |
| Great Valley Advisor Group, Inc. | 5,128 | $353.0K | 0.01% | +320+6.7% | Added |
| Robinson Smith Wealth Advisors LLC | 5,011 | $344.8K | 0.25% | −105−2.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 5,011 | $344.8K | 0.01% | +5,011 | New |
| Edmond de Rothschild Holding S.A. | 5,008 | $344.6K | 0.01% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 4,999 | $344.0K | 0.14% | +4,999 | New |
| Colony Group, LLC | 4,982 | $342.9K | 0.00% | −4,070−45.0% | Reduced |
| Fidelis Capital Partners, LLC | 4,960 | $341.3K | 0.03% | +466+10.4% | Added |
| Wexford Capital LP | 4,763 | $327.7K | 0.10% | +4,763 | New |
| Atticus Wealth Management, LLC | 4,760 | $327.5K | 0.08% | +2,304+93.8% | Added |
| Meeder Advisory Services, Inc. | 4,649 | $319.9K | 0.01% | +272+6.2% | Added |
| West Family Investments, Inc. | 4,647 | $319.8K | 0.07% | +791+20.5% | Added |
| Apollon Wealth Management, LLC | 4,596 | $316.3K | 0.01% | −232−4.8% | Reduced |
| CWM, LLC | 4,567 | $314.0K | 0.00% | +229+5.3% | Added |
| PUREfi Wealth, LLC | 4,554 | $313.4K | 0.24% | +206+4.7% | Added |
| Principal Securities, Inc. | 4,511 | $310.4K | 0.01% | +768+20.5% | Added |
| Requisite Capital Management, LLC | 4,488 | $308.8K | 0.05% | +4,488 | New |
| Norden Group LLC | 4,487 | $308.7K | 0.03% | −1,549−25.7% | Reduced |
| Howe & Rusling Inc | 4,427 | $304.6K | 0.02% | −349−7.3% | Reduced |
| Net Worth Advisory Group | 4,419 | $304.1K | 0.09% | +4,419 | New |
| RSM US Wealth Management LLC | 4,260 | $304.0K | 0.00% | −570−11.8% | Reduced |
| Blair William & Co | 4,404 | $303.1K | 0.00% | +339+8.3% | Added |
| Vigilare Wealth Management | 4,375 | $301.0K | 0.10% | +4,375 | New |
| Summit Wealth Group LLC | 8,436 | $299.9K | 0.04% | +8,436 | New |
| Facet Wealth, Inc. | 4,355 | $299.6K | 0.01% | −413−8.7% | Reduced |
| Buckingham Strategic Partners | 4,376 | $299.3K | 0.00% | +4,376 | New |
| Meadow Creek Wealth Advisors LLC | 4,284 | $293.5K | 0.19% | −316−6.9% | Reduced |
| Zacks Investment Management | 4,239 | $291.7K | 0.00% | −15,934−79.0% | Reduced |
| Kingswood Wealth Advisors, LLC | 4,229 | $291.0K | 0.02% | +68+1.6% | Added |
| Capital Advisors Inc | 4,210 | $289.7K | 0.00% | +110+2.7% | Added |
| Cigna Investments Inc | 4,188 | $288.0K | 0.04% | 00.0% | Unchanged |
| Boyar Asset Management Inc. | 4,169 | $286.9K | 0.18% | −715−14.6% | Reduced |
| Aaron Wealth Advisors | 4,153 | $285.8K | 0.02% | +4,153 | New |
| Patton Fund Management, Inc. | 4,133 | $284.4K | 0.05% | +4,133 | New |
| Ameritas Investment Partners, Inc. | 4,120 | $283.5K | 0.01% | −80,502−95.1% | Reduced |
| Hantz Financial Services, Inc. | 4,086 | $281.0K | 0.00% | +1,005+32.6% | Added |
| Kovitz Investment Group Partners, LLC | 4,077 | $280.5K | 0.00% | +4,077 | New |
| ASR Vermogensbeheer N.V. | 4,074 | $280.3K | 0.00% | +66+1.6% | Added |
| Capstone Investment Advisors, LLC | 4,037 | $277.8K | 0.00% | −8,592−68.0% | Reduced |
| Citizens Business Bank | 3,984 | $274.1K | 0.05% | +3,984 | New |
| GeoWealth Management, LLC | 3,889 | $267.6K | 0.01% | −923−19.2% | Reduced |
| IFP Advisors, Inc | 3,884 | $267.3K | 0.01% | −1,026−20.9% | Reduced |
| City National Bank of Florida | 3,860 | $265.6K | 0.18% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 3,860 | $265.6K | 0.02% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 3,836 | $263.9K | 0.00% | +3,836 | New |
| Fiduciary Financial Group, LLC | 3,827 | $263.3K | 0.04% | −10.0% | Reduced |
| Aviance Capital Partners, LLC | 3,820 | $262.9K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 3,808 | $262.0K | 0.06% | +208+5.8% | Added |
| Old National Bancorp | 3,800 | $261.5K | 0.00% | +3,800 | New |
| Independent Financial Group, LLC | 3,776 | $259.8K | 0.01% | +48+1.3% | Added |
| CVA Family Office, LLC | 3,772 | $259.6K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,717 | $255.8K | 0.01% | +3,717 | New |
| Strategic Blueprint, LLC | 3,713 | $255.5K | 0.01% | +3,713 | New |
| VestGen Advisors, LLC | 3,695 | $254.3K | 0.01% | −718−16.3% | Reduced |
| Signaturefd, LLC | 3,674 | $252.8K | 0.00% | +258+7.6% | Added |
| Rehmann Capital Advisory Group | 3,657 | $251.6K | 0.01% | −426−10.4% | Reduced |
| Essex Financial Services, Inc. | 3,653 | $251.4K | 0.02% | +3,653 | New |
| LGT Fund Management Co Ltd. | 3,650 | $251.0K | 0.02% | +3,650 | New |
| Retirement Guys Formula LLC | 3,622 | $249.2K | 0.09% | −161−4.3% | Reduced |
| WCM Investment Management, LLC | 3,622 | $249.2K | 0.00% | +3,622 | New |
| Sequoia Financial Advisors, LLC | 3,619 | $249.0K | 0.00% | +3,619 | New |
| Cornerstone Capital, Inc. | 3,600 | $247.7K | 0.02% | −1,100−23.4% | Reduced |
| International Assets Investment Management, LLC | 4,384 | $246.9K | 0.02% | 00.0% | Unchanged |
| Keybank National Association | 3,588 | $246.9K | 0.00% | −159−4.2% | Reduced |
| Prospera Financial Services Inc | 3,565 | $245.3K | 0.00% | −185−4.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,508 | $241.4K | 0.00% | −2,124−37.7% | Reduced |
| KG&L Capital Management,LLC | 3,497 | $240.6K | 0.07% | −767−18.0% | Reduced |
| Valeo Financial Advisors, LLC | 3,477 | $239.3K | 0.01% | +3,477 | New |
| Eagle Bay Advisors LLC | 3,471 | $238.9K | 0.19% | −189−5.2% | Reduced |
| Rede Wealth, LLC | 3,471 | $238.9K | 0.19% | +3,471 | New |
| TABR Capital Management, LLC | 3,464 | $238.3K | 0.16% | +3,464 | New |
| Mount Yale Investment Advisors, LLC | 3,462 | $238.2K | 0.02% | +2,213+177.2% | Added |
| Belpointe Asset Management LLC | 3,440 | $236.8K | 0.01% | −276−7.4% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 3,445 | $236.5K | 0.04% | +3,445 | New |
| Brown Brothers Harriman & Co | 3,422 | $235.5K | 0.00% | +878+34.5% | Added |
| Hazlett, Burt & Watson, Inc. | 3,398 | $234.0K | 0.08% | +1,497+78.7% | Added |
| Mach-1 Financial Group, Inc. | 3,359 | $231.1K | 0.04% | +3,359 | New |
| Integrity Advisory Solutions, LLC | 3,359 | $231.1K | 0.04% | +3,359 | New |
| Commerce Bank | 3,281 | $225.8K | 0.00% | +3,281 | New |