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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 5,115 | $329.0K | 0.01% | +519+11.3% | Added |
| Profund Advisors LLC | 5,150 | $331.2K | 0.01% | −1,205−19.0% | Reduced |
| Stevens Capital Management LP | 5,173 | $333.0K | 0.12% | +5,173 | New |
| U.S. Capital Wealth Advisors, LLC | 5,181 | $333.2K | 0.01% | +170+3.4% | Added |
| GTS Securities LLC | 5,202 | $334.5K | 0.01% | +5,202 | New |
| Glenmede Trust Co NA | 5,215 | $335.4K | 0.00% | +5,215 | New |
| Chemistry Wealth Management LLC | 5,288 | $340.1K | 0.06% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 5,324 | $342.0K | 0.01% | 00.0% | Unchanged |
| Commons Capital, LLC | 5,355 | $344.4K | 0.24% | −15−0.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 4,620 | $344.6K | 0.05% | +1,175+34.1% | Added |
| Integrated Advisors Network LLC | 5,359 | $344.6K | 0.02% | −152−2.8% | Reduced |
| Advisor Resource Council | 4,600 | $346.2K | 0.12% | +4,600 | New |
| Graham Capital Management, L.P. | 5,429 | $349.1K | 0.01% | −4,978−47.8% | Reduced |
| Ponta Wealth Partners, LLC | 5,466 | $351.5K | 0.33% | +5,466 | New |
| Oxford Wealth Group, LLC | 5,508 | $354.2K | 0.17% | +5,508 | New |
| Premier Path Wealth Partners, LLC | 5,590 | $359.5K | 0.05% | 00.0% | Unchanged |
| West Family Investments, Inc. | 5,610 | $360.8K | 0.08% | +963+20.7% | Added |
| Maridea Wealth Management LLC | 5,650 | $363.4K | 0.05% | −3,813−40.3% | Reduced |
| Global Financial Private Client, LLC | 5,669 | $364.6K | 0.13% | +5,669 | New |
| Fulton Bank, N.A. | 5,674 | $364.9K | 0.01% | −828−12.7% | Reduced |
| Fundamentun, LLC | 5,678 | $365.2K | 0.01% | +394+7.5% | Added |
| Blueshift Asset Management, LLC | 5,680 | $365.3K | 0.11% | +5,680 | New |
| Leeward Financial Partners, LLC | 5,721 | $367.9K | 0.10% | −1,064−15.7% | Reduced |
| MAI Capital Management | 5,725 | $368.2K | 0.00% | +4,961+649.3% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 5,792 | $372.5K | 0.02% | +5,792 | New |
| Freestone Capital Holdings, LLC | 5,820 | $374.3K | 0.01% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 5,840 | $375.6K | 0.00% | +5,840 | New |
| Sagespring Wealth Partners, LLC | 5,866 | $377.2K | 0.01% | −473−7.5% | Reduced |
| United Capital Financial Advisers, LLC | 5,893 | $379.0K | 0.00% | −1,627−21.6% | Reduced |
| IHT Wealth Management, LLC | 5,928 | $381.2K | 0.01% | −389−6.2% | Reduced |
| Grandview Asset Management LLC | 5,949 | $382.6K | 0.10% | −100−1.7% | Reduced |
| Tema ETFs LLC | 5,965 | $383.6K | 0.03% | −16−0.3% | Reduced |
| Northwest & Ethical Investments L.P. | 5,907 | $384.0K | 0.01% | −2,881−32.8% | Reduced |
| Baader Bank INC | 6,026 | $386.9K | 0.03% | −12,621−67.7% | Reduced |
| Stephens Inc | 6,076 | $390.7K | 0.00% | +290+5.0% | Added |
| Commerce Bank | 6,091 | $391.7K | 0.00% | +2,810+85.6% | Added |
| SummitTX Capital, L.P. | 6,092 | $391.8K | 0.01% | +6,092 | New |
| Aureus Asset Management, LLC | 6,116 | $393.3K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 6,169 | $396.7K | 0.01% | +178+3.0% | Added |
| Citizens Financial Group Inc | 6,197 | $398.5K | 0.01% | +2,361+61.5% | Added |
| CWM, LLC | 6,214 | $400.0K | 0.00% | +1,647+36.1% | Added |
| Foundations Investment Advisors, LLC | 6,259 | $402.5K | 0.01% | +6,259 | New |
| SmartHarvest Portfolios, LLC | 6,276 | $403.6K | 0.14% | +6,276 | New |
| Matisse Capital | 6,300 | $405.2K | 0.18% | −6,000−48.8% | Reduced |
| Havemeyer Place LP | 6,301 | $405.2K | 0.08% | +6,301 | New |
| V-Square Quantitative Management LLC | 6,422 | $413.0K | 0.04% | +6,422 | New |
| ABLE Financial Group, LLC | 6,480 | $416.7K | 0.08% | −1,603−19.8% | Reduced |
| Woodline Partners LP | 6,524 | $419.6K | 0.00% | −52,319−88.9% | Reduced |
| Koshinski Asset Management, Inc. | 6,552 | $421.4K | 0.03% | +204+3.2% | Added |
| Ballentine Partners, LLC | 6,612 | $425.2K | 0.01% | −8,777−57.0% | Reduced |
| Roundview Capital LLC | 6,626 | $426.1K | 0.03% | −506−7.1% | Reduced |
| 180 Wealth Advisors, LLC | 6,630 | $426.4K | 0.05% | −1,335−16.8% | Reduced |
| Meyer Handelman Co | 6,800 | $437.3K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 6,842 | $440.0K | 0.04% | +1,587+30.2% | Added |
| Wellspring Financial Advisors, LLC | 6,856 | $441.5K | 0.03% | +6,856 | New |
| Skba Capital Management LLC | 6,872 | $441.9K | 0.06% | −20−0.3% | Reduced |
| Balyasny Asset Management LLC | 6,877 | $442.3K | 0.00% | +6,877 | New |
| Axxcess Wealth Management, LLC | 6,954 | $447.2K | 0.01% | −3,773−35.2% | Reduced |
| Alta Wealth Advisors LLC | 6,956 | $447.3K | 0.15% | −39−0.6% | Reduced |
| TruNorth Capital Management, LLC | 6,964 | $447.9K | 0.09% | +6,004+625.4% | Added |
| Bank of Nova Scotia Trust Co | 6,996 | $449.9K | 0.04% | +6,996 | New |
| Qtron Investments LLC | 7,041 | $452.8K | 0.06% | +1,752+33.1% | Added |
| Allworth Financial LP | 7,084 | $455.6K | 0.00% | −279−3.8% | Reduced |
| EntryPoint Capital, LLC | 7,109 | $457.2K | 0.18% | −2,815−28.4% | Reduced |
| Leuthold Group, LLC | 7,110 | $457.2K | 0.05% | +10+0.1% | Added |
| Custom Index Systems, LLC | 7,117 | $457.7K | 0.20% | −4,640−39.5% | Reduced |
| Motley Fool Asset Management LLC | 7,126 | $458.3K | 0.02% | −124−1.7% | Reduced |
| Sequoia Financial Advisors, LLC | 7,163 | $460.7K | 0.00% | +3,544+97.9% | Added |
| Brady Martz Wealth Solutions, LLC | 7,164 | $460.7K | 0.08% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 7,187 | $462.2K | 0.01% | −430−5.6% | Reduced |
| Alps Advisors Inc | 7,219 | $464.3K | 0.00% | +60+0.8% | Added |
| Richard W. Paul & Associates, LLC | 7,229 | $464.9K | 0.15% | −560−7.2% | Reduced |
| Fox Run Management, L.L.C. | 7,236 | $465.3K | 0.07% | +7,236 | New |
| Siemens Fonds Invest GmbH | 7,239 | $470.5K | 0.03% | +1,263+21.1% | Added |
| NorthCrest Asset Manangement, LLC | 6,658 | $476.5K | 0.01% | +6,658 | New |
| Synergy Financial Group, LTD | 7,412 | $476.7K | 0.33% | −593−7.4% | Reduced |
| Summit Trail Advisors, LLC | 7,489 | $481.6K | 0.01% | +1,150+18.1% | Added |
| Costello Asset Management, INC | 7,535 | $484.6K | 0.16% | +980+15.0% | Added |
| Laird Norton Trust Company, LLC | 7,617 | $489.8K | 0.01% | +7,617 | New |
| Deltec Asset Management LLC | 7,630 | $490.7K | 0.08% | +7,630 | New |
| Merit Financial Group, LLC | 7,661 | $492.7K | 0.00% | +1,437+23.1% | Added |
| Wealth Alliance | 7,666 | $493.0K | 0.05% | +354+4.8% | Added |
| Bridgefront Capital, LLC | 7,670 | $493.3K | 0.12% | +407+5.6% | Added |
| Bannerstone Capital Management, LLC | 7,703 | $495.4K | 0.47% | +7,703 | New |
| Counterpoint Mutual Funds LLC | 7,788 | $500.8K | 0.04% | +7,788 | New |
| Great Lakes Advisors, LLC | 7,807 | $502.1K | 0.00% | −8−0.1% | Reduced |
| Wedmont Private Capital | 7,099 | $506.4K | 0.02% | +232+3.4% | Added |
| Illinois Municipal Retirement Fund | 7,995 | $514.2K | 0.01% | −5,981−42.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,000 | $514.5K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 8,103 | $521.1K | 0.17% | +1,623+25.0% | Added |
| Forefront Wealth Partners, LLC | 8,175 | $525.8K | 0.25% | +169+2.1% | Added |
| Severin Investments, LLC | 8,229 | $529.2K | 0.47% | −1,460−15.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,287 | $532.9K | 0.02% | +165+2.0% | Added |
| Park Avenue Securities LLC | 8,356 | $537.0K | 0.00% | −564−6.3% | Reduced |
| DRW Securities, LLC | 8,387 | $539.4K | 0.04% | +1,275+17.9% | Added |
| Prudential PLC | 8,412 | $541.0K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 8,440 | $542.8K | 0.51% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,453 | $543.6K | 0.01% | +4,945+141.0% | Added |
| Inceptionr LLC | 8,516 | $547.7K | 0.15% | −3,583−29.6% | Reduced |
| Heartland Advisors Inc | 8,631 | $555.1K | 0.03% | −171−1.9% | Reduced |