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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 2,716 | $174.7K | 0.00% | −1,168−30.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,572 | $187.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,919 | $187.7K | 0.01% | +10.0% | Added |
| Assetmark, Inc | 2,961 | $190.4K | 0.00% | −98−3.2% | Reduced |
| CIBC Private Wealth Group, LLC | 2,987 | $192.1K | 0.00% | +107+3.7% | Added |
| Abel Hall, LLC | 3,162 | $203.3K | 0.05% | +3,162 | New |
| Capital Asset Advisory Services LLC | 2,823 | $205.7K | 0.01% | −123−4.2% | Reduced |
| Western Pacific Wealth Management, LP | 3,200 | $205.8K | 0.20% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,208 | $206.3K | 0.02% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 3,189 | $208.4K | 0.02% | +10.0% | Added |
| VestGen Advisors, LLC | 3,255 | $209.3K | 0.01% | −440−11.9% | Reduced |
| Forum Financial Management, LP | 3,258 | $209.5K | 0.00% | −2−0.1% | Reduced |
| Acadian Asset Management LLC | 3,266 | $210.0K | 0.00% | −4,878−59.9% | Reduced |
| Vicus Capital | 3,278 | $210.8K | 0.02% | −2,664−44.8% | Reduced |
| Zacks Investment Management | 3,293 | $211.8K | 0.00% | −946−22.3% | Reduced |
| Syon Capital LLC | 3,309 | $212.8K | 0.01% | +3,309 | New |
| Evolve Private Wealth, LLC | 3,313 | $213.1K | 0.01% | +3,313 | New |
| Belpointe Asset Management LLC | 3,325 | $213.9K | 0.01% | −115−3.3% | Reduced |
| Essex Financial Services, Inc. | 3,334 | $214.4K | 0.01% | −319−8.7% | Reduced |
| Eagle Bay Advisors LLC | 3,340 | $214.8K | 0.16% | −131−3.8% | Reduced |
| Norden Group LLC | 3,360 | $216.1K | 0.02% | −1,127−25.1% | Reduced |
| Goldstein Advisors, LLC | 3,365 | $216.4K | 0.02% | +328+10.8% | Added |
| Los Angeles Capital Management LLC | 3,160 | $216.5K | 0.00% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,377 | $217.2K | 0.04% | +249+8.0% | Added |
| Patton Fund Management, Inc. | 3,385 | $217.7K | 0.03% | −748−18.1% | Reduced |
| Integrity Advisory Solutions, LLC | 3,405 | $219.0K | 0.03% | +46+1.4% | Added |
| Wealthspire Advisors, LLC | 3,429 | $220.5K | 0.00% | +1,461+74.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,472 | $223.3K | 0.01% | +3,472 | New |
| LRI Investments, LLC | 3,496 | $224.8K | 0.02% | +236+7.2% | Added |
| KG&L Capital Management,LLC | 3,497 | $224.9K | 0.06% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,533 | $227.2K | 0.00% | +3,533 | New |
| Strategic Blueprint, LLC | 3,538 | $227.5K | 0.01% | −175−4.7% | Reduced |
| Retirement Guys Formula LLC | 3,578 | $230.1K | 0.10% | −44−1.2% | Reduced |
| Cornerstone Capital, Inc. | 3,600 | $231.5K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,663 | $235.6K | 0.01% | +6+0.2% | Added |
| Prospera Financial Services Inc | 3,663 | $235.6K | 0.00% | +98+2.7% | Added |
| Mariner, LLC | 3,644 | $236.2K | 0.00% | −23,230−86.4% | Reduced |
| Wexford Capital LP | 3,686 | $237.1K | 0.06% | −1,077−22.6% | Reduced |
| LGT Fund Management Co Ltd. | 3,650 | $237.3K | 0.02% | 00.0% | Unchanged |
| Sigma Planning Corp | 3,706 | $238.3K | 0.01% | −11−0.3% | Reduced |
| Fieldview Capital Management, LLC | 3,709 | $238.5K | 0.04% | +3,709 | New |
| Algert Global LLC | 3,720 | $239.2K | 0.00% | +3,720 | New |
| CVA Family Office, LLC | 3,780 | $243.1K | 0.03% | +8+0.2% | Added |
| Adviser Investments LLC | 3,798 | $244.2K | 0.00% | +3,798 | New |
| Golden State Equity Partners | 3,802 | $244.5K | 0.04% | +3,802 | New |
| Archer Investment Corp | 3,808 | $244.9K | 0.06% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,818 | $245.5K | 0.00% | +396+11.6% | Added |
| Aviance Capital Partners, LLC | 3,820 | $245.7K | 0.03% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,827 | $246.1K | 0.03% | 00.0% | Unchanged |
| Keybank National Association | 3,832 | $246.4K | 0.00% | +244+6.8% | Added |
| Meadowbrook Advisors Group, LLC | 3,845 | $247.3K | 0.14% | +3,845 | New |
| GeoWealth Management, LLC | 3,847 | $247.4K | 0.01% | −42−1.1% | Reduced |
| City National Bank of Florida | 3,860 | $248.2K | 0.16% | 00.0% | Unchanged |
| TABR Capital Management, LLC | 3,878 | $249.4K | 0.17% | +414+12.0% | Added |
| Signaturefd, LLC | 3,900 | $250.8K | 0.00% | +226+6.2% | Added |
| Facet Wealth, Inc. | 3,330 | $251.2K | 0.00% | −1,025−23.5% | Reduced |
| Clearstead Advisors, LLC | 3,927 | $252.5K | 0.00% | +1,843+88.4% | Added |
| Valeo Financial Advisors, LLC | 3,947 | $253.8K | 0.01% | +470+13.5% | Added |
| Bullock Wealth Management Group | 3,948 | $253.9K | 0.12% | +3,756+1,956.3% | Added |
| Meadow Creek Wealth Advisors LLC | 3,974 | $255.6K | 0.16% | −310−7.2% | Reduced |
| WCM Investment Management, LLC | 3,936 | $255.8K | 0.00% | +314+8.7% | Added |
| Citizens Business Bank | 3,984 | $256.2K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,986 | $256.3K | 0.01% | −134−3.3% | Reduced |
| Hantz Financial Services, Inc. | 4,000 | $257.0K | 0.00% | −86−2.1% | Reduced |
| Penserra Capital Management LLC | 4,026 | $257.0K | 0.00% | +964+31.5% | Added |
| Intesa Sanpaolo S.p.A. | 4,000 | $259.4K | 0.02% | +4,000 | New |
| Hazlett, Burt & Watson, Inc. | 4,041 | $260.0K | 0.08% | +643+18.9% | Added |
| Marex Group plc | 4,060 | $261.1K | 0.00% | +947+30.4% | Added |
| Scientech Research LLC | 4,071 | $261.8K | 0.16% | −7,736−65.5% | Reduced |
| Ieq Capital, LLC | 4,104 | $263.9K | 0.00% | +4,104 | New |
| Farringdon Capital, Ltd. | 4,162 | $267.7K | 0.07% | +4,162 | New |
| Cigna Investments Inc | 4,188 | $269.0K | 0.04% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 4,203 | $270.3K | 0.02% | +4,203 | New |
| Howe & Rusling Inc | 4,218 | $271.3K | 0.02% | −209−4.7% | Reduced |
| Blair William & Co | 4,256 | $273.7K | 0.00% | −148−3.4% | Reduced |
| RSM US Wealth Management LLC | 4,235 | $275.3K | 0.00% | −25−0.6% | Reduced |
| Aaron Wealth Advisors | 4,342 | $279.2K | 0.02% | +189+4.6% | Added |
| Midwest Professional Planners, LTD. | 4,358 | $280.2K | 0.07% | −791−15.4% | Reduced |
| Index Technologies Group LLC | 4,366 | $280.8K | 0.29% | +4,366 | New |
| Net Worth Advisory Group | 4,421 | $284.3K | 0.06% | +20.0% | Added |
| Insigneo Advisory Services, LLC | 4,464 | $287.1K | 0.02% | +1,251+38.9% | Added |
| HBK Sorce Advisory LLC | 3,861 | $288.0K | 0.01% | +768+24.8% | Added |
| Legato Capital Management LLC | 4,502 | $289.5K | 0.02% | +4,502 | New |
| PUREfi Wealth, LLC | 4,550 | $292.6K | 0.22% | −4−0.1% | Reduced |
| Armistice Capital, LLC | 4,582 | $294.7K | 0.01% | +4,582 | New |
| Principal Securities, Inc. | 4,627 | $297.6K | 0.00% | +116+2.6% | Added |
| Nemes Rush Group LLC | 4,637 | $298.2K | 0.03% | −2,377−33.9% | Reduced |
| Capstone Investment Advisors, LLC | 4,644 | $298.7K | 0.00% | +607+15.0% | Added |
| Leo Wealth, LLC | 4,755 | $305.8K | 0.02% | +4,755 | New |
| Atticus Wealth Management, LLC | 4,765 | $306.4K | 0.08% | +5+0.1% | Added |
| Meeder Advisory Services, Inc. | 4,776 | $307.2K | 0.01% | +127+2.7% | Added |
| Legacy Wealth Advisors, LLC | 4,802 | $308.8K | 0.20% | +4,802 | New |
| Hilltop Holdings Inc. | 4,892 | $314.6K | 0.02% | −2,036−29.4% | Reduced |
| Fidelis Capital Partners, LLC | 4,910 | $315.8K | 0.02% | −50−1.0% | Reduced |
| Fullerton Fund Management Co Ltd. | 4,919 | $316.3K | 0.01% | −28,308−85.2% | Reduced |
| Arista Wealth Management, LLC | 5,000 | $321.6K | 0.04% | +5,000 | New |
| Edmond de Rothschild Holding S.A. | 5,008 | $322.1K | 0.00% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 5,011 | $322.3K | 0.22% | 00.0% | Unchanged |
| Simplicity Wealth,LLC | 5,013 | $322.4K | 0.02% | +1,153+29.9% | Added |
| Alphadyne Asset Management LP | 5,044 | $324.4K | 0.03% | +5,044 | New |