Interactive Brokers Group, Inc.

IBKR

Exchange: Nasdaq
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0001381197

SEC filings (opens in a new tab)

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, Q4 2025

Institutional positions in Interactive Brokers Group, Inc. as of Dec 31, 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: 980; +81 vs. Q3 2025
Shares held: 384.3M; +11.0M (+3.0%) vs. Q3 2025
Total value: $24.7B; −$983.8M (−3.8%) vs. Q3 2025
New holders: 167; 334 more added
Sold out: 86; 345 more reduced

14 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2025: 980 institutions

Value heldQ4 2025: $24.7B

Institutions holding IBKR and their total value by quarter
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, Q4 2025

Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q3 2025.

Institutions holding IBKR in Q4 2025
Institution	Shares	Value	% of portfolio	Change in shares	Action
HFM Investment Advisors, LLC	3	$193	0.00%	−3−50.0%	Reduced
Dogwood Wealth Management LLC	3	$193	0.00%	+3	New
Ameriflex Group, Inc.	4	$257	0.00%	−4−50.0%	Reduced
Davis Capital Management	4	$257	0.00%	−1−20.0%	Reduced
Manchester Capital Management LLC	4	$258	0.00%	−32−88.9%	Reduced
TFC Financial Management	4	$258	0.00%	−14−77.8%	Reduced
MV Capital Management, Inc.	4	$258	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	4	$258	0.00%	00.0%	Unchanged
Fideuram Asset Management (Ireland) dac	6	$386	0.00%	+6	New
High Note Wealth, LLC	8	$514	0.00%	+4+100.0%	Added
North Star Investment Management Corp.	8	$514	0.00%	+8	New
Caitong International Asset Management Co., Ltd	9	$579	0.00%	+9	New
CBIZ Investment Advisory Services, LLC	10	$643	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	11	$707	0.00%	−8−42.1%	Reduced
Hughes Financial Services, LLC	12	$772	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	12	$773	0.00%	+12	New
American Capital Advisory, LLC	13	$837	0.00%	+2+18.2%	Added
WestEnd Advisors, LLC	15	$965	0.00%	+5+50.0%	Added
Ogorek Anthony Joseph	24	$1.00K	0.00%	00.0%	Unchanged
Quaker Wealth Management, LLC	16	$1.03K	0.00%	+4+33.3%	Added
Optima Capital LLC	16	$1.03K	0.00%	+16	New
SJS Investment Consulting Inc.	18	$1.16K	0.00%	+10+125.0%	Added
Montag A & Associates Inc	19	$1.22K	0.00%	−10−34.5%	Reduced
Financial Management Professionals, Inc.	20	$1.29K	0.00%	−12−37.5%	Reduced
Thurston, Springer, Miller, Herd & Titak, Inc.	20	$1.29K	0.00%	+20	New
Principia Wealth Advisory, LLC	21	$1.35K	0.00%	−1−4.5%	Reduced
Prestige Wealth Management Group LLC	24	$1.54K	0.00%	00.0%	Unchanged
Investors Portfolio Services LLC	24	$1.55K	0.00%	+24	New
DiNuzzo Private Wealth, Inc.	25	$1.61K	0.00%	−1−3.8%	Reduced
Morse Asset Management, Inc	25	$1.61K	0.00%	+25	New
Bogart Wealth, LLC	25	$1.61K	0.00%	−7−21.9%	Reduced
Aspect Partners, LLC	26	$1.67K	0.00%	00.0%	Unchanged
Essential Partners LLC	30	$1.93K	0.00%	00.0%	Unchanged
Strive Financial Group ,LLC	33	$2.12K	0.00%	+33	New
Sachetta, LLC	35	$2.25K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	35	$2.25K	0.00%	+26+288.9%	Added
Orion Capital Management LLC	36	$2.31K	0.00%	00.0%	Unchanged
Investment Counsel Co of Nevada	36	$2.32K	0.00%	00.0%	Unchanged
Torren Management, LLC	36	$2.34K	0.00%	+36	New
Cornerstone Financial Management LLC	41	$2.64K	0.00%	+41	New
South State Corp.	44	$2.83K	0.00%	−44−50.0%	Reduced
Parkside Financial Bank & Trust	44	$2.83K	0.00%	+37+528.6%	Added
Triumph Capital Management	44	$2.83K	0.00%	+44	New
Rossby Financial, LCC	45	$2.89K	0.00%	+8+21.6%	Added
Valley National Advisers Inc	49	$3.00K	0.00%	−10−16.9%	Reduced
Avion Wealth	53	$3.00K	0.00%	−7−11.7%	Reduced
Capital Advisors, Ltd. LLC	44	$3.00K	0.00%	00.0%	Unchanged
TD Capital Management LLC	48	$3.11K	0.00%	00.0%	Unchanged
Grove Bank & Trust	50	$3.22K	0.00%	00.0%	Unchanged
Osbon Capital Management LLC	52	$3.34K	0.00%	+52	New
Ankerstar Wealth, LLC	52	$3.34K	0.00%	+52	New
Kilter Group LLC	57	$3.67K	0.00%	+17+42.5%	Added
Caldwell Sutter Capital, Inc.	60	$3.86K	0.00%	−36−37.5%	Reduced
Cromwell Holdings LLC	60	$3.86K	0.00%	00.0%	Unchanged
Basecamp Wealth Advisors LLC	63	$4.05K	0.00%	+63	New
First United Bank Trust	64	$4.12K	0.00%	00.0%	Unchanged
UMA Financial Services, Inc.	65	$4.18K	0.00%	−14−17.7%	Reduced
Thompson Investment Management, Inc.	72	$4.63K	0.00%	00.0%	Unchanged
Cornerstone Planning Group LLC	65	$4.91K	0.00%	+12+22.6%	Added
Annis Gardner Whiting Capital Advisors, LLC	78	$5.02K	0.00%	−10−11.4%	Reduced
EFG International AG	80	$5.14K	0.00%	+80	New
Flagship Harbor Advisors, LLC	80	$5.14K	0.00%	−13,235−99.4%	Reduced
True Wealth Design, LLC	86	$5.55K	0.00%	+2+2.4%	Added
Roxbury Financial LLC	90	$5.77K	0.01%	+68+309.1%	Added
Sunbelt Securities, Inc.	93	$5.98K	0.00%	+37+66.1%	Added
Howard Hughes Medical Institute	96	$6.17K	0.00%	00.0%	Unchanged
Boreal Capital Management LLC	100	$6.43K	0.00%	+100	New
McIlrath & Eck, LLC	101	$6.48K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	104	$6.69K	0.00%	00.0%	Unchanged
Addison Advisors LLC	104	$6.69K	0.00%	+104	New
Kemnay Advisory Services Inc.	107	$6.88K	0.00%	+107	New
Rothschild Investment LLC	112	$7.20K	0.00%	−13−10.4%	Reduced
Abound Wealth Management	112	$7.21K	0.00%	+112	New
Rakuten Securities, Inc.	114	$7.33K	0.00%	−91−44.4%	Reduced
Bare Financial Services, Inc	114	$7.33K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	115	$7.40K	0.00%	+66+134.7%	Added
Morton Brown Family Wealth, LLC	116	$7.46K	0.00%	00.0%	Unchanged
RMG Wealth Management LLC	100	$7.68K	0.00%	00.0%	Unchanged
Noble Wealth Management PBC	120	$7.72K	0.00%	00.0%	Unchanged
Asset Dedication, LLC	124	$7.97K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	124	$7.97K	0.00%	00.0%	Unchanged
Colonial Trust Co	128	$8.23K	0.00%	00.0%	Unchanged
Onefund, LLC	130	$8.36K	0.00%	+109+519.0%	Added
JFS Wealth Advisors, LLC	136	$8.75K	0.00%	+28+25.9%	Added
SageView Advisory Group, LLC	151	$9.71K	0.00%	+151	New
Caitlin John, LLC	159	$10.2K	0.01%	−25,036−99.4%	Reduced
POM Investment Strategies, LLC	161	$10.4K	0.01%	+161	New
Golden State Wealth Management, LLC	172	$11.1K	0.00%	00.0%	Unchanged
MCF Advisors LLC	175	$11.3K	0.00%	+175	New
Pinnacle Wealth Planning Services, Inc.	178	$11.4K	0.00%	+178	New
Bruce G. Allen Investments, LLC	180	$11.6K	0.01%	00.0%	Unchanged
GW&K Investment Management, LLC	191	$12.0K	0.00%	+191	New
Salomon & Ludwin, LLC	173	$12.4K	0.00%	−13−7.0%	Reduced
Steigerwald, Gordon & Koch Inc.	196	$12.6K	0.00%	+116+145.0%	Added
Cetera Trust Company, N.A	200	$12.9K	0.01%	00.0%	Unchanged
Commonwealth Retirement Investments LLC	200	$12.9K	0.00%	+200	New
Trifecta Capital Advisors, LLC	204	$13.1K	0.00%	00.0%	Unchanged
First Horizon Corp	212	$13.6K	0.00%	00.0%	Unchanged
IFC & Insurance Marketing, Inc.	216	$14.0K	0.01%	+216	New
Aster Capital Management (DIFC) Ltd	218	$14.0K	0.01%	+218	New