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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, 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
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 heldQ4 2025: $24.7B
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, 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
InstitutionSharesValue% of portfolioChange in sharesAction
Pinkerton Retirement Specialists, LLC0$00.00%−14,546−100.0%Sold out
Banco BTG Pactual S.A.0$00.00%−13,000−100.0%Sold out
Simplex Trading, LLC0$00.00%−12,841−100.0%Sold out
Impact Partnership Wealth, LLC0$00.00%−12,024−100.0%Sold out
Lecap Asset Management Ltd0$00.00%−10,347−100.0%Sold out
Warther Private Wealth, LLC0$00.00%−9,820−100.0%Sold out
NorthRock Partners, LLC0$00.00%−9,151−100.0%Sold out
Jackson Wealth Management, LLC0$00.00%−7,571−100.0%Sold out
Richard P Slaughter Associates Inc0$00.00%−7,100−100.0%Sold out
Pensionmark Financial Group, LLC0$00.00%−6,852−100.0%Sold out
Seeds Investor LLC0$00.00%−6,323−100.0%Sold out
Williams Jones Wealth Management, LLC.0$00.00%−6,000−100.0%Sold out
New England Research & Management, Inc.0$00.00%−5,500−100.0%Sold out
Harel Insurance Investments & Financial Services Ltd.0$00.00%−5,200−100.0%Sold out
Great Valley Advisor Group, Inc.0$00.00%−5,128−100.0%Sold out
CMT Capital Markets Trading GmbH0$00.00%−4,999−100.0%Sold out
Requisite Capital Management, LLC0$00.00%−4,488−100.0%Sold out
Vigilare Wealth Management0$00.00%−4,375−100.0%Sold out
Summit Wealth Group LLC0$00.00%−8,436−100.0%Sold out
Buckingham Strategic Partners0$00.00%−4,376−100.0%Sold out
Capital Advisors Inc0$00.00%−4,210−100.0%Sold out
Boyar Asset Management Inc.0$00.00%−4,169−100.0%Sold out
Kovitz Investment Group Partners, LLC0$00.00%−4,077−100.0%Sold out
Old National Bancorp0$00.00%−3,800−100.0%Sold out
Rede Wealth, LLC0$00.00%−3,471−100.0%Sold out
Mach-1 Financial Group, Inc.0$00.00%−3,359−100.0%Sold out
Longboard Asset Management, LP0$00.00%−3,204−100.0%Sold out
Kingsview Wealth Management, LLC0$00.00%−3,192−100.0%Sold out
Cyndeo Wealth Partners, LLC0$00.00%−3,162−100.0%Sold out
Trust Point Inc.0$00.00%−3,052−100.0%Sold out
Rathbone Brothers plc0$00.00%−3,040−100.0%Sold out
Lowe Brockenbrough & Co Inc0$00.00%−3,024−100.0%Sold out
White Knight Strategic Wealth Advisors, LLC0$00.00%−2,996−100.0%Sold out
Venture Visionary Partners LLC0$00.00%−2,988−100.0%Sold out
ClearAlpha Technologies LP0$00.00%−2,976−100.0%Sold out
Stratos Wealth Partners, LTD.0$00.00%−2,969−100.0%Sold out
Frisch Financial Group, Inc.0$00.00%−2,964−100.0%Sold out
Sherman Porfolios, LLC0$00.00%−2,931−100.0%Sold out
Avestar Capital, LLC0$00.00%−2,920−100.0%Sold out
MJP Associates Inc0$00.00%−2,916−100.0%Sold out
Bey-Douglas LLC0$00.00%−2,872−100.0%Sold out
Centaurus Financial, Inc.0$00.00%−2,074−100.0%Sold out
iA Global Asset Management Inc.0$00.00%−1,625−100.0%Sold out
North Capital, Inc.0$00.00%−1,181−100.0%Sold out
Rise Advisors, LLC0$00.00%−863−100.0%Sold out
Grey Fox Wealth Advisors, LLC0$00.00%−304−100.0%Sold out
Mather Group, LLC.0$00.00%−293−100.0%Sold out
Palisade Asset Management, LLC0$00.00%−216−100.0%Sold out
SOA Wealth Advisors, LLC.0$00.00%−200−100.0%Sold out
Bokf, NA0$00.00%−167−100.0%Sold out
JPL Wealth Management, LLC0$00.00%−148−100.0%Sold out
FNY Investment Advisers, LLC0$00.00%−137−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−129−100.0%Sold out
Aventura Private Wealth, LLC0$00.00%−90−100.0%Sold out
Marshall & Sterling Wealth Advisors Inc.0$00.00%−89−100.0%Sold out
T. Rowe Price Investment Management, Inc.0$00.00%−62−100.0%Sold out
Phoenix Holdings Ltd.0$00.00%−26,417−100.0%Sold out
Sofos Investments, Inc.0$00.00%−71−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−42−100.0%Sold out
Painted Porch Advisors LLC0$00.00%−40−100.0%Sold out
MB, Levis & Associates, LLC0$00.00%−40−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−32−100.0%Sold out
Marquette Asset Management, LLC0$00.00%−29−100.0%Sold out
Breakwater Investment Management0$00.00%−28−100.0%Sold out
Plante Moran Financial Advisors, LLC0$00.00%−17−100.0%Sold out
Strengthening Families & Communities, LLC0$00.00%0Sold out
Jarislowsky, Fraser Ltd––––Not filed
Bares Capital Management, Inc.––––Not filed
Pinebridge Investments, L.P.––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
Wolverine Trading, LLC––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Point72 Europe (London) LLP––––Not filed
AXA Investment Managers S.A.––––Not filed
Ion Asset Management Ltd.––––Not filed
Glenmede Investment Management, LP––––Not filed
Abich Financial Wealth Management LLC––––Not filed
Hemington Wealth Management––––Not filed
Lowe Wealth Advisors, LLC––––Not filed
Guerra Advisors Inc––––Not filed