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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 3,260 | $224.3K | 0.00% | +3,260 | New |
| LRI Investments, LLC | 3,260 | $224.3K | 0.02% | −893−21.5% | Reduced |
| Insigneo Advisory Services, LLC | 3,213 | $221.1K | 0.02% | +3,213 | New |
| Curated Wealth Partners LLC | 3,208 | $220.7K | 0.03% | +3,208 | New |
| Longboard Asset Management, LP | 3,204 | $220.5K | 0.36% | +3,204 | New |
| Western Pacific Wealth Management, LP | 3,200 | $220.2K | 0.21% | 00.0% | Unchanged |
| Kingsview Wealth Management, LLC | 3,192 | $219.6K | 0.00% | +3,192 | New |
| Voya Financial Advisors, Inc. | 3,188 | $219.3K | 0.02% | +3,188 | New |
| Cyndeo Wealth Partners, LLC | 3,162 | $217.6K | 0.01% | +3,162 | New |
| Los Angeles Capital Management LLC | 3,160 | $217.4K | 0.00% | +3,160 | New |
| HBK Sorce Advisory LLC | 3,093 | $215.8K | 0.01% | +3,093 | New |
| Aspen Grove Capital, LLC | 3,128 | $215.2K | 0.04% | +3,128 | New |
| Marex Group plc | 3,113 | $214.2K | 0.00% | +3,113 | New |
| Glenmede Investment Management, LP | 3,089 | $212.6K | 0.00% | +3,089 | New |
| Assetmark, Inc | 3,059 | $210.5K | 0.00% | −503−14.1% | Reduced |
| Trust Point Inc. | 3,052 | $210.0K | 0.02% | +3,052 | New |
| Rathbone Brothers plc | 3,040 | $209.2K | 0.00% | +3,040 | New |
| Penserra Capital Management LLC | 3,062 | $209.0K | 0.00% | +822+36.7% | Added |
| Goldstein Advisors, LLC | 3,037 | $209.0K | 0.03% | +3,037 | New |
| Lowe Brockenbrough & Co Inc | 3,024 | $208.1K | 0.01% | +3,024 | New |
| White Knight Strategic Wealth Advisors, LLC | 2,996 | $206.2K | 0.16% | +2,996 | New |
| Venture Visionary Partners LLC | 2,988 | $205.6K | 0.01% | +2,988 | New |
| ClearAlpha Technologies LP | 2,976 | $204.8K | 0.56% | +2,976 | New |
| Stratos Wealth Partners, LTD. | 2,969 | $204.3K | 0.00% | +2,969 | New |
| Frisch Financial Group, Inc. | 2,964 | $204.0K | 0.05% | +2,964 | New |
| Capital Asset Advisory Services LLC | 2,946 | $202.7K | 0.01% | +2,946 | New |
| Sherman Porfolios, LLC | 2,931 | $201.7K | 0.07% | +2,931 | New |
| Avestar Capital, LLC | 2,920 | $200.9K | 0.01% | +2,920 | New |
| Quent Capital, LLC | 2,918 | $200.8K | 0.02% | +2,918 | New |
| MJP Associates Inc | 2,916 | $200.6K | 0.03% | +2,916 | New |
| Skopos Labs, Inc. | 3,718 | $200.6K | 0.03% | −8−0.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,880 | $198.2K | 0.00% | −1,008−25.9% | Reduced |
| Bey-Douglas LLC | 2,872 | $197.6K | 0.15% | +2,872 | New |
| Anchor Investment Management, LLC | 2,677 | $184.2K | 0.02% | +125+4.9% | Added |
| Whittier Trust Co of Nevada Inc | 2,572 | $181.0K | 0.00% | +1,032+67.0% | Added |
| Larson Financial Group LLC | 2,607 | $179.4K | 0.01% | −2,520−49.2% | Reduced |
| GHP Investment Advisors, Inc. | 2,501 | $172.1K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,431 | $167.3K | 0.00% | +20+0.8% | Added |
| Ostrum Asset Management | 2,347 | $161.5K | 0.01% | −73−3.0% | Reduced |
| HM Payson & Co | 2,278 | $156.8K | 0.00% | +1,789+365.8% | Added |
| SRS Capital Advisors, Inc. | 2,157 | $148.4K | 0.00% | +401+22.8% | Added |
| Clearstead Advisors, LLC | 2,084 | $143.4K | 0.00% | −836−28.6% | Reduced |
| Centaurus Financial, Inc. | 2,074 | $143.0K | 0.01% | +2,074 | New |
| Bay Harbor Wealth Management, LLC | 2,047 | $140.9K | 0.04% | −403−16.4% | Reduced |
| Private Trust Co NA | 1,990 | $136.9K | 0.01% | +6+0.3% | Added |
| Wealthspire Advisors, LLC | 1,968 | $135.4K | 0.00% | +1,968 | New |
| Whittier Trust Co | 1,920 | $135.1K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 1,920 | $132.1K | 0.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,902 | $131.0K | 0.00% | −39−2.0% | Reduced |
| NVWM, LLC | 1,800 | $123.9K | 0.03% | +1,000+125.0% | Added |
| Trust Co of Toledo NA | 1,744 | $120.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,684 | $115.9K | 0.02% | −44−2.5% | Reduced |
| Activest Wealth Management | 1,662 | $114.4K | 0.02% | +6+0.4% | Added |
| Smartleaf Asset Management LLC | 1,650 | $113.5K | 0.01% | +401+32.1% | Added |
| iA Global Asset Management Inc. | 1,625 | $112.0K | 0.00% | +1,625 | New |
| Covestor Ltd | 1,590 | $109.0K | 0.06% | +74+4.9% | Added |
| DT Investment Partners, LLC | 1,556 | $107.1K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,520 | $104.6K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,462 | $100.6K | 0.00% | +35+2.5% | Added |
| Abich Financial Wealth Management LLC | 1,458 | $100.3K | 0.04% | +1,458 | New |
| Parallel Advisors, LLC | 1,455 | $100.1K | 0.00% | +123+9.2% | Added |
| Massmutual Trust Co FSB | 1,450 | $99.8K | 0.00% | −66−4.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,307 | $89.9K | 0.08% | −49−3.6% | Reduced |
| Wealth Watch Advisors, INC | 1,289 | $88.7K | 0.04% | +1,289 | New |
| Rosenberg Matthew Hamilton | 1,224 | $84.2K | 0.02% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,212 | $83.4K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,208 | $83.1K | 0.00% | −3,268−73.0% | Reduced |
| Sentry Investment Management LLC | 1,153 | $83.0K | 0.06% | +1,153 | New |
| Transamerica Financial Advisors, Inc. | 1,191 | $82.0K | 0.01% | +1,191 | New |
| North Capital, Inc. | 1,181 | $81.3K | 0.06% | +1+0.1% | Added |
| SBI Securities Co., Ltd. | 1,180 | $81.2K | 0.00% | +180+18.0% | Added |
| Meeder Asset Management Inc | 1,125 | $77.4K | 0.00% | +753+202.4% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1,019 | $70.1K | 0.01% | +1,019 | New |
| Adirondack Trust Co | 1,000 | $68.8K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 960 | $66.1K | 0.01% | +960 | New |
| Creative Financial Designs Inc | 940 | $64.7K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 872 | $60.0K | 0.00% | +872 | New |
| Rise Advisors, LLC | 863 | $59.4K | 0.02% | +1+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 815 | $56.1K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 813 | $56.0K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 800 | $55.0K | 0.03% | 00.0% | Unchanged |
| City Holding Co | 800 | $55.0K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 788 | $54.2K | 0.02% | 00.0% | Unchanged |
| Smithfield Trust Co | 764 | $53.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 768 | $52.8K | 0.02% | +768 | New |
| Rialto Wealth Management, LLC | 766 | $52.7K | 0.01% | +2+0.3% | Added |
| MAI Capital Management | 764 | $52.5K | 0.00% | −995−56.6% | Reduced |
| Fortitude Family Office, LLC | 720 | $49.5K | 0.01% | +8+1.1% | Added |
| N.E.W. Advisory Services LLC | 632 | $43.5K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 580 | $39.9K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 576 | $39.6K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 566 | $38.9K | 0.01% | +87+18.2% | Added |
| Harbour Investments, Inc. | 536 | $36.9K | 0.00% | +160+42.6% | Added |
| Contravisory Investment Management, Inc. | 484 | $33.3K | 0.01% | −80−14.2% | Reduced |
| Capital Analysts, LLC | 464 | $31.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 448 | $30.8K | 0.00% | −68−13.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 437 | $30.1K | 0.00% | +437 | New |
| West Branch Capital LLC | 420 | $28.9K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 401 | $27.6K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 400 | $27.4K | 0.02% | +400 | New |