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 |
|---|---|---|---|---|---|
| Barnes Dennig Private Wealth Management LLC | 247 | $15.9K | 0.02% | +247 | New |
| Hollencrest Capital Management | 250 | $16.1K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 252 | $16.2K | 0.02% | +252 | New |
| Keating Financial Advisory Services, Inc. | 254 | $16.3K | 0.00% | +254 | New |
| CoreCap Advisors, LLC | 258 | $16.6K | 0.00% | +13+5.3% | Added |
| Newbridge Financial Services Group, Inc. | 266 | $17.1K | 0.00% | −135−33.7% | Reduced |
| Eastern Bank | 280 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 285 | $18.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 301 | $19.4K | 0.00% | +181+150.8% | Added |
| Tidemark, LLC | 304 | $19.6K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 308 | $19.8K | 0.00% | +308 | New |
| Evelyn Partners Investment Management Services Ltd | 317 | $20.4K | 0.00% | +10+3.3% | Added |
| AdvisorNet Financial, Inc | 317 | $20.4K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 321 | $20.6K | 0.00% | −30−8.5% | Reduced |
| Coastline Trust Co | 340 | $21.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 360 | $23.2K | 0.00% | +259+256.4% | Added |
| Wealth Enhancement Trust Services, Inc. | 362 | $23.3K | 0.00% | +362 | New |
| Westend Capital Management, LLC | 379 | $24.4K | 0.01% | +379 | New |
| Harbour Investments, Inc. | 380 | $24.4K | 0.00% | −156−29.1% | Reduced |
| American National Bank | 384 | $24.7K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 400 | $25.7K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 400 | $25.7K | 0.00% | +121+43.4% | Added |
| Sunrise Financial Services, LLC | 404 | $26.0K | 0.02% | +404 | New |
| Reflection Asset Management | 412 | $26.5K | 0.02% | +412 | New |
| West Branch Capital LLC | 420 | $27.0K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 447 | $29.0K | 0.00% | −17−3.7% | Reduced |
| IMA Wealth, Inc. | 455 | $29.3K | 0.00% | +178+64.3% | Added |
| Tobam | 472 | $30.0K | 0.01% | +472 | New |
| Entrust Financial LLC | 476 | $30.6K | 0.02% | +476 | New |
| Contravisory Investment Management, Inc. | 484 | $31.1K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 489 | $31.4K | 0.00% | +489 | New |
| Tucker Asset Management LLC | 491 | $31.6K | 0.01% | +491 | New |
| ORG Partners LLC | 499 | $32.1K | 0.01% | −67−11.8% | Reduced |
| Lloyd Advisory Services, LLC. | 510 | $32.8K | 0.01% | +510 | New |
| LFA - Lugano Financial Advisors SA | 576 | $37.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 580 | $37.3K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 598 | $38.5K | 0.01% | +598 | New |
| CX Institutional | 612 | $39.0K | 0.00% | +612 | New |
| DV Equities, LLC | 625 | $40.2K | 0.01% | +625 | New |
| Fortitude Family Office, LLC | 631 | $40.6K | 0.01% | −89−12.4% | Reduced |
| N.E.W. Advisory Services LLC | 632 | $40.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 662 | $42.6K | 0.01% | −106−13.8% | Reduced |
| Ronald Blue Trust, Inc. | 672 | $43.2K | 0.00% | +472+236.0% | Added |
| Rialto Wealth Management, LLC | 766 | $49.3K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 768 | $49.4K | 0.01% | −251−24.6% | Reduced |
| Smithfield Trust Co | 764 | $50.0K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 782 | $50.3K | 0.01% | +782 | New |
| Close Asset Management Ltd | 790 | $51.0K | 0.00% | −82−9.4% | Reduced |
| City Holding Co | 800 | $51.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 800 | $51.4K | 0.02% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 814 | $52.4K | 0.02% | +1+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 815 | $52.4K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 896 | $57.6K | 0.04% | +896 | New |
| Sittner & Nelson, LLC | 788 | $58.8K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 940 | $60.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 989 | $63.6K | 0.00% | −219−18.1% | Reduced |
| Adirondack Trust Co | 1,000 | $64.3K | 0.02% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,130 | $72.7K | 0.01% | −61−5.1% | Reduced |
| Covestor Ltd | 1,157 | $74.0K | 0.04% | −433−27.2% | Reduced |
| Sentry Investment Management LLC | 1,153 | $74.0K | 0.05% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,200 | $77.2K | 0.00% | +1,200 | New |
| Strategic Wealth Partners, Ltd. | 1,212 | $77.9K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1,213 | $78.0K | 0.05% | +1,213 | New |
| Rosenberg Matthew Hamilton | 1,224 | $78.7K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,267 | $82.4K | 0.00% | −383−23.2% | Reduced |
| Valued Wealth Advisors LLC | 1,290 | $83.0K | 0.04% | +1,194+1,243.8% | Added |
| SBI Securities Co., Ltd. | 1,295 | $83.3K | 0.00% | +115+9.7% | Added |
| Quest 10 Wealth Builders, Inc. | 1,307 | $84.1K | 0.08% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 1,310 | $84.2K | 0.06% | −5,137−79.7% | Reduced |
| Massmutual Trust Co FSB | 1,353 | $87.0K | 0.00% | −97−6.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,427 | $91.7K | 0.00% | −35−2.4% | Reduced |
| Greenline Wealth Management LLC | 1,463 | $94.1K | 0.10% | +1,463 | New |
| Huntington National Bank | 1,489 | $95.8K | 0.00% | +1,041+232.4% | Added |
| Westpac Banking Corp | 1,520 | $97.8K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,530 | $98.4K | 0.10% | +1,530 | New |
| DT Investment Partners, LLC | 1,556 | $100.1K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 1,637 | $105.3K | 0.02% | −25−1.5% | Reduced |
| Wealth Watch Advisors, INC | 1,650 | $106.1K | 0.04% | +361+28.0% | Added |
| Sterling Capital Management LLC | 1,693 | $108.9K | 0.00% | −738−30.4% | Reduced |
| Trust Co of Toledo NA | 1,744 | $112.2K | 0.01% | 00.0% | Unchanged |
| Quattro Advisors LLC | 1,751 | $112.6K | 0.09% | +1,751 | New |
| Parallel Advisors, LLC | 1,756 | $113.0K | 0.00% | +301+20.7% | Added |
| Ostrum Asset Management | 1,763 | $113.4K | 0.01% | −584−24.9% | Reduced |
| NVWM, LLC | 1,800 | $115.8K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,884 | $121.2K | 0.02% | +200+11.9% | Added |
| Accent Capital Management, LLC | 1,920 | $123.5K | 0.05% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,936 | $124.5K | 0.03% | −111−5.4% | Reduced |
| SRS Capital Advisors, Inc. | 2,018 | $129.8K | 0.00% | −139−6.4% | Reduced |
| Private Trust Co NA | 2,021 | $130.0K | 0.01% | +31+1.6% | Added |
| Signature Equity Partners, LLC | 2,075 | $133.4K | 0.07% | +2,075 | New |
| Whittier Trust Co | 1,920 | $139.9K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2,200 | $141.5K | 0.04% | +2,200 | New |
| Ossiam | 2,280 | $146.6K | 0.00% | −10,120−81.6% | Reduced |
| United Community Bank | 2,370 | $152.4K | 0.06% | +2,370 | New |
| HM Payson & Co | 2,411 | $155.1K | 0.00% | +133+5.8% | Added |
| GHP Investment Advisors, Inc. | 2,501 | $160.8K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 2,500 | $162.5K | 0.00% | +2,500 | New |
| Larson Financial Group LLC | 2,539 | $163.3K | 0.01% | −68−2.6% | Reduced |
| Anchor Investment Management, LLC | 2,702 | $173.8K | 0.01% | +25+0.9% | Added |