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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| California State Teachers Retirement System | 660,940 | $42.5M | 0.04% | −5,817−0.9% | Reduced |
| Jane Street Group, LLC | 672,569 | $43.3M | 0.05% | +643,095+2,181.9% | Added |
| National Pension Service | 699,284 | $45.0M | 0.03% | −8,350−1.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 684,230 | $46.0M | 0.07% | +30,738+4.7% | Added |
| RV Capital GmbH | 752,478 | $48.4M | 11.27% | −46,789−5.9% | Reduced |
| Panagora Asset Management Inc | 759,968 | $48.9M | 0.17% | +72,160+10.5% | Added |
| Rhumbline Advisers | 771,444 | $49.6M | 0.04% | −12,433−1.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 771,480 | $49.6M | 0.67% | −812,577−51.3% | Reduced |
| LPL Financial LLC | 778,743 | $50.1M | 0.01% | +55,191+7.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 859,896 | $55.3M | 0.03% | −10,313−1.2% | Reduced |
| Millennium Management LLC | 868,451 | $55.9M | 0.04% | +93,105+12.0% | Added |
| California Public Employees Retirement System | 875,753 | $56.3M | 0.03% | −19,864−2.2% | Reduced |
| Envestnet Asset Management Inc | 915,497 | $58.9M | 0.02% | −83,960−8.4% | Reduced |
| Russell Investments Group, Ltd. | 954,038 | $61.4M | 0.07% | −52,330−5.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 932,381 | $62.7M | 0.04% | +43,984+5.0% | Added |
| Citigroup Inc | 992,685 | $63.8M | 0.04% | −1,439,913−59.2% | Reduced |
| Dimensional Fund Advisors LP | 1,002,476 | $64.5M | 0.01% | −2090.0% | Reduced |
| Squarepoint Ops LLC | 1,023,159 | $65.8M | 0.13% | −112,096−9.9% | Reduced |
| Price T Rowe Associates Inc | 1,029,793 | $66.2M | 0.01% | +77,027+8.1% | Added |
| Oakcliff Capital Partners, LP | 1,030,740 | $66.3M | 28.42% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 1,096,463 | $70.5M | 0.05% | −390,722−26.3% | Reduced |
| Worldquant Millennium Advisors LLC | 1,111,014 | $71.4M | 0.28% | −261,358−19.0% | Reduced |
| BNP Paribas Arbitrage, SA | 1,119,324 | $72.0M | 0.05% | +52,749+4.9% | Added |
| HSBC Holdings PLC | 1,120,539 | $72.3M | 0.04% | +219,180+24.3% | Added |
| Hengistbury Investment Partners LLP | 1,136,084 | $73.1M | 32.80% | 00.0% | Unchanged |
| Bristol Gate Capital Partners Inc. | 1,211,726 | $77.9M | 4.50% | +1,211,726 | New |
| Hosking Partners LLP | 1,264,348 | $81.3M | 2.76% | +72,938+6.1% | Added |
| Nuveen, LLC | 1,277,341 | $82.1M | 0.02% | +170,804+15.4% | Added |
| Caisse de Depot Et Placement du Quebec | 1,293,793 | $83.2M | 0.14% | +511,128+65.3% | Added |
| Robeco Institutional Asset Management B.V. | 1,385,951 | $89.1M | 0.13% | +283,474+25.7% | Added |
| TimesSquare Capital Management, LLC | 1,457,511 | $93.7M | 1.41% | −87,845−5.7% | Reduced |
| FIL Ltd | 1,460,105 | $93.9M | 0.07% | +10,438+0.7% | Added |
| Bronte Capital Management Pty Ltd. | 1,486,294 | $95.6M | 9.99% | −274,877−15.6% | Reduced |
| Amundi | 1,498,393 | $96.4M | 0.03% | −349,249−18.9% | Reduced |
| Bessemer Group Inc | 1,532,489 | $98.6M | 0.15% | +1,521,594+13,966.0% | Added |
| Ancient Art, L.P. | 1,643,636 | $105.7M | 23.91% | 00.0% | Unchanged |
| Deutsche Bank AG | 1,653,745 | $106.4M | 0.03% | −249,711−13.1% | Reduced |
| Ensign Peak Advisors, Inc | 1,661,543 | $106.9M | 0.19% | −72,989−4.2% | Reduced |
| Barclays PLC | 1,689,145 | $108.6M | 0.04% | +481,030+39.8% | Added |
| Empower Advisory Group, LLC | 1,765,368 | $113.5M | 0.31% | −80,312−4.4% | Reduced |
| Raymond James Financial Inc | 1,919,301 | $123.4M | 0.04% | −225,563−10.5% | Reduced |
| UBS Asset Management Americas Inc | 1,998,267 | $128.5M | 0.03% | +207,524+11.6% | Added |
| Legal & General Group Plc | 2,103,969 | $135.3M | 0.03% | +255,272+13.8% | Added |
| KBC Group NV | 2,106,594 | $135.5M | 0.31% | +72,974+3.6% | Added |
| Progeny 3, Inc. | 2,129,760 | $137.0M | 7.37% | +3,300+0.2% | Added |
| Royal Bank of Canada | 2,135,918 | $137.4M | 0.02% | −1,592,193−42.7% | Reduced |
| TD Asset Management Inc | 2,381,961 | $153.2M | 0.12% | +81,250+3.5% | Added |
| UBS Group AG | 2,413,111 | $155.2M | 0.03% | +1,075,486+80.4% | Added |
| Goldman Sachs Group Inc | 2,518,858 | $162.0M | 0.02% | +886,372+54.3% | Added |
| Bank of New York Mellon Corp | 2,530,644 | $162.7M | 0.03% | +49,401+2.0% | Added |
| First Trust Advisors LP | 2,635,369 | $169.5M | 0.12% | −220,730−7.7% | Reduced |
| Wells Fargo & Company | 3,130,123 | $201.3M | 0.04% | −129,115−4.0% | Reduced |
| Marshall Wace, LLP | 3,204,247 | $206.1M | 0.20% | −280,304−8.0% | Reduced |
| Charles Schwab Investment Management Inc | 3,383,354 | $217.6M | 0.03% | +79,344+2.4% | Added |
| Northern Trust Corp | 3,518,948 | $226.3M | 0.03% | −41,075−1.2% | Reduced |
| Two Sigma Investments, LP | 3,526,821 | $226.8M | 0.34% | −48,632−1.4% | Reduced |
| Morgan Stanley | 4,520,646 | $290.7M | 0.02% | +461,780+11.4% | Added |
| Two Sigma Advisers, LP | 4,597,600 | $295.7M | 0.57% | +404,800+9.7% | Added |
| Neuberger Berman Group LLC | 4,616,728 | $297.3M | 0.22% | −223,805−4.6% | Reduced |
| Bamco Inc | 4,643,376 | $298.6M | 0.81% | +33,608+0.7% | Added |
| FMR LLC | 4,809,195 | $309.3M | 0.02% | −1,419,289−22.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 4,813,320 | $309.5M | 1.20% | +75,779+1.6% | Added |
| 1832 Asset Management L.P. | 5,027,916 | $323.3M | 0.41% | +3,632,492+260.3% | Added |
| American Century Companies Inc | 5,762,860 | $370.6M | 0.19% | −190,787−3.2% | Reduced |
| London & Capital Asset Management Ltd | 5,861,042 | $377.0M | 3.92% | +5,280,117+908.9% | Added |
| Bank of America Corp | 6,668,672 | $428.9M | 0.03% | −959,495−12.6% | Reduced |
| Egerton Capital (UK) LLP | 6,939,581 | $446.3M | 4.85% | +685,447+11.0% | Added |
| Norges Bank | 7,046,279 | $453.1M | 0.05% | +7,046,279 | New |
| JPMorgan Chase & Co | 7,440,816 | $478.5M | 0.03% | −1,609,640−17.8% | Reduced |
| Wellington Management Group LLP | 8,284,218 | $532.8M | 0.09% | −2,616,953−24.0% | Reduced |
| Invesco Ltd. | 8,288,379 | $533.0M | 0.05% | +2,534,772+44.1% | Added |
| Greenwich Wealth Management LLC | 9,185,108 | $590.7M | 26.35% | −1,182,168−11.4% | Reduced |
| Orbis Allan Gray Ltd | 9,273,735 | $596.4M | 2.50% | −270,137−2.8% | Reduced |
| Geode Capital Management, LLC | 10,203,434 | $654.3M | 0.04% | −140,926−1.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11,206,753 | $720.7M | 1.93% | −967,773−7.9% | Reduced |
| Cantillon Capital Management LLC | 12,759,904 | $820.6M | 4.44% | +95,878+0.8% | Added |
| State Street Corp | 18,836,521 | $1.21B | 0.04% | +187,763+1.0% | Added |
| BlackRock, Inc. | 31,679,842 | $2.04B | 0.03% | +710,875+2.3% | Added |
| Vanguard Group Inc | 52,254,357 | $3.36B | 0.05% | −604,728−1.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 74,748 | – | – | +1,700+2.3% | Added |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −4,922,936−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −918,648−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −117,225−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −114,951−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −77,749−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −70,197−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −68,500−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −58,847−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −54,477−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −50,472−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −45,472−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −18,057−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −36,330−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −29,752−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −21,453−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −20,150−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −16,250−100.0% | Sold out |