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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.

Institutional holdersQ3 2025: 913 institutions
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value heldQ3 2025: $26.1B
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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.

Institutions holding IBKR in Q3 2025
InstitutionSharesValue% of portfolioChange in sharesAction
American National Bank384$26.4K0.00%00.0%Unchanged
Y.D. More Investments Ltd351$24.2K0.00%+351New
Coastline Trust Co340$23.4K0.00%00.0%Unchanged
AdvisorNet Financial, Inc317$21.8K0.00%00.0%Unchanged
Evelyn Partners Investment Management Services Ltd307$21.1K0.00%+75+32.3%Added
Tidemark, LLC304$20.9K0.01%−212−41.1%Reduced
Grey Fox Wealth Advisors, LLC304$20.9K0.00%+304New
Harbor Investment Advisory, LLC300$20.6K0.00%−100−25.0%Reduced
Mather Group, LLC.293$20.2K0.00%+293New
Farmers & Merchants Investments Inc285$19.6K0.00%−71−19.9%Reduced
Eastern Bank280$19.3K0.00%+280New
Root Financial Partners, LLC279$19.2K0.00%+279New
IMA Wealth, Inc.277$19.1K0.00%+277New
Hemington Wealth Management280$19.0K0.00%+22+8.5%Added
Hollencrest Capital Management250$17.2K0.00%+28+12.6%Added
CoreCap Advisors, LLC245$16.9K0.00%+13+5.6%Added
Palisade Asset Management, LLC216$14.9K0.00%+216New
First Horizon Corp212$14.6K0.00%+212New
Rakuten Securities, Inc.205$14.1K0.01%+174+561.3%Added
Trifecta Capital Advisors, LLC204$14.0K0.00%+204New
Cetera Trust Company, N.A200$13.8K0.01%00.0%Unchanged
Ronald Blue Trust, Inc.200$13.8K0.00%+96+92.3%Added
SOA Wealth Advisors, LLC.200$13.8K0.00%+200New
Bullock Wealth Management Group192$13.2K0.01%+192New
Salomon & Ludwin, LLC186$13.1K0.00%+186New
Bruce G. Allen Investments, LLC180$12.4K0.01%00.0%Unchanged
Golden State Wealth Management, LLC172$11.8K0.00%+172New
Lowe Wealth Advisors, LLC168$11.6K0.00%00.0%Unchanged
Bokf, NA167$11.5K0.00%−57−25.4%Reduced
JPL Wealth Management, LLC148$10.2K0.00%+148New
FNY Investment Advisers, LLC137$9.00K0.00%+137New
Tortoise Investment Management, LLC129$8.88K0.00%+109+545.0%Added
Colonial Trust Co128$8.81K0.00%+8+6.7%Added
Rothschild Investment LLC125$8.60K0.00%+65+108.3%Added
Asset Dedication, LLC124$8.53K0.00%00.0%Unchanged
Wolff Wiese Magana LLC124$8.53K0.00%00.0%Unchanged
Ancora Advisors, LLC120$8.26K0.00%00.0%Unchanged
Noble Wealth Management PBC120$8.26K0.00%+120New
Morton Brown Family Wealth, LLC116$7.98K0.00%+116New
Bare Financial Services, Inc114$7.84K0.00%+26+29.5%Added
JFS Wealth Advisors, LLC108$7.43K0.00%00.0%Unchanged
Bell Investment Advisors, Inc104$7.16K0.00%00.0%Unchanged
Zions Bancorporation, National Association101$6.95K0.00%+101New
McIlrath & Eck, LLC101$6.92K0.00%+1+1.0%Added
Valued Wealth Advisors LLC96$6.61K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.96$6.61K0.00%00.0%Unchanged
Howard Hughes Medical Institute96$6.61K0.00%+96New
RMG Wealth Management LLC100$6.47K0.00%00.0%Unchanged
Aventura Private Wealth, LLC90$6.19K0.00%+90New
Marshall & Sterling Wealth Advisors Inc.89$6.12K0.00%+89New
Annis Gardner Whiting Capital Advisors, LLC88$6.06K0.00%+16+22.2%Added
South State Corp.88$6.05K0.00%−56−38.9%Reduced
True Wealth Design, LLC84$5.80K0.00%+10+13.5%Added
Steigerwald, Gordon & Koch Inc.80$5.50K0.00%+80New
UMA Financial Services, Inc.79$5.44K0.00%+67+558.3%Added
T. Rowe Price Investment Management, Inc.62$5.00K0.00%+62New
Phoenix Holdings Ltd.26,417$4.99K0.00%+4,337+19.6%Added
Thompson Investment Management, Inc.72$4.95K0.00%+72New
Sofos Investments, Inc.71$4.89K0.00%+71New
First United Bank Trust64$4.40K0.00%00.0%Unchanged
Cromwell Holdings LLC60$4.13K0.00%00.0%Unchanged
Avion Wealth60$4.00K0.00%+12+25.0%Added
Valley National Advisers Inc59$4.00K0.00%+59New
Sunbelt Securities, Inc.56$3.85K0.00%+28+100.0%Added
Guerra Advisors Inc56$3.85K0.00%+56New
Cornerstone Planning Group LLC53$3.63K0.00%+24+82.8%Added
Grove Bank & Trust50$3.44K0.00%+10+25.0%Added
Davidson Capital Management Inc.49$3.37K0.00%+49New
ZRC Wealth Management, LLC49$3.37K0.00%+49New
TD Capital Management LLC48$3.32K0.00%00.0%Unchanged
Capital Advisors, Ltd. LLC44$3.00K0.00%00.0%Unchanged
Johnson Financial Group, Inc.42$2.89K0.00%+42New
Kilter Group LLC40$2.75K0.00%+20+100.0%Added
Painted Porch Advisors LLC40$2.75K0.00%00.0%Unchanged
MB, Levis & Associates, LLC40$2.75K0.00%+40New
Rossby Financial, LCC37$2.54K0.00%+37New
Investment Counsel Co of Nevada36$2.48K0.01%00.0%Unchanged
Manchester Capital Management LLC36$2.48K0.00%+30+500.0%Added
Orion Capital Management LLC36$2.48K0.00%00.0%Unchanged
Sachetta, LLC35$2.41K0.00%+35New
Financial Management Professionals, Inc.32$2.20K0.00%00.0%Unchanged
Bogart Wealth, LLC32$2.20K0.00%+8+33.3%Added
Essential Partners LLC30$2.06K0.00%+14+87.5%Added
Montag A & Associates Inc29$2.00K0.00%−3−9.4%Reduced
Cloud Capital Management, LLC32$2.00K0.00%+32New
Marquette Asset Management, LLC29$2.00K0.00%+29New
Breakwater Investment Management28$1.93K0.00%00.0%Unchanged
Aspect Partners, LLC26$1.79K0.00%+26New
Prestige Wealth Management Group LLC24$1.65K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.26$1.62K0.00%+2+8.3%Added
Principia Wealth Advisory, LLC22$1.51K0.00%+3+15.8%Added
Roxbury Financial LLC22$1.49K0.00%−2−8.3%Reduced
Onefund, LLC21$1.45K0.00%+21New
Westfuller Advisors, LLC19$1.31K0.00%+19New
TFC Financial Management18$1.24K0.00%+14+350.0%Added
Plante Moran Financial Advisors, LLC17$1.17K0.00%+17New
Ogorek Anthony Joseph24$1.00K0.00%00.0%Unchanged
Hughes Financial Services, LLC12$8540.00%00.0%Unchanged
Quaker Wealth Management, LLC12$8260.00%−1,600−99.3%Reduced
American Capital Advisory, LLC11$7570.00%00.0%Unchanged