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 |
|---|---|---|---|---|---|
| Raleigh Capital Management Inc. | 8,696 | $559.2K | 0.20% | −1,229−12.4% | Reduced |
| Ritholtz Wealth Management | 8,746 | $562.4K | 0.01% | +453+5.5% | Added |
| ArrowMark Colorado Holdings LLC | 8,800 | $565.9K | 0.01% | 00.0% | Unchanged |
| Park Capital Management, LLC | 8,915 | $573.3K | 0.41% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 7,459 | $575.3K | 0.15% | −3,666−33.0% | Reduced |
| Strategic Investment Advisors | 8,963 | $576.4K | 0.05% | −544−5.7% | Reduced |
| TownSquare Capital, LLC | 8,988 | $578.0K | 0.13% | +8,988 | New |
| Smith Group Asset Management, LLC | 9,094 | $584.8K | 0.03% | +3,473+61.8% | Added |
| Thrive Wealth Management, LLC | 9,112 | $586.0K | 0.09% | +162+1.8% | Added |
| Callan Family Office, LLC | 9,148 | $588.3K | 0.01% | +2,836+44.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 9,161 | $589.1K | 0.08% | +8,724+1,996.3% | Added |
| FourThought Financial Partners, LLC | 9,245 | $594.6K | 0.05% | +172+1.9% | Added |
| Fisher Asset Management, LLC | 9,260 | $595.6K | 0.00% | +1,496+19.3% | Added |
| Lido Advisors, LLC | 8,736 | $598.8K | 0.00% | +70+0.8% | Added |
| Brevan Howard Capital Management LP | 9,318 | $599.2K | 0.01% | −34,778−78.9% | Reduced |
| XTX Topco Ltd | 9,506 | $611.3K | 0.02% | −6,759−41.6% | Reduced |
| Wright Investors Service Inc | 9,612 | $618.1K | 0.19% | −23−0.2% | Reduced |
| Studio Investment Management LLC | 9,755 | $627.3K | 0.11% | −787−7.5% | Reduced |
| HB Wealth Management, LLC | 9,776 | $628.7K | 0.00% | +723+8.0% | Added |
| Ci Investments Inc. | 9,824 | $631.8K | 0.00% | +7,922+416.5% | Added |
| Canada Post Corp Registered Pension Plan | 9,860 | $634.1K | 0.02% | +2,360+31.5% | Added |
| Mount Lucas Management LP | 9,892 | $636.2K | 0.28% | −174−1.7% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 9,948 | $639.8K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,953 | $640.1K | 0.01% | +1,333+15.5% | Added |
| Ameliora Wealth Management Ltd. | 9,955 | $640.2K | 0.20% | +528+5.6% | Added |
| Joel Isaacson & Co., LLC | 9,959 | $640.5K | 0.02% | +12+0.1% | Added |
| CAPROCK Group, Inc. | 10,053 | $646.5K | 0.01% | −103−1.0% | Reduced |
| Petra Financial Advisors Inc | 10,114 | $650.4K | 0.38% | −107−1.0% | Reduced |
| Crewe Advisors LLC | 10,192 | $655.4K | 0.06% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 10,206 | $656.3K | 0.15% | +10,206 | New |
| Venturi Wealth Management, LLC | 10,315 | $663.3K | 0.03% | −3,231−23.9% | Reduced |
| Everpar Advisors LLC | 10,317 | $663.5K | 0.25% | −5,579−35.1% | Reduced |
| Benjamin Edwards Inc | 10,395 | $668.7K | 0.01% | −1,043−9.1% | Reduced |
| Morningstar Investment Management LLC | 10,449 | $672.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 10,666 | $685.9K | 0.01% | −11,908−52.8% | Reduced |
| ASR Vermogensbeheer N.V. | 10,673 | $686.4K | 0.01% | +6,599+162.0% | Added |
| Fayez Sarofim & Co | 10,736 | $690.4K | 0.00% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 10,795 | $694.2K | 0.01% | +10,795 | New |
| Silphium Asset Management Ltd | 10,847 | $697.6K | 0.30% | +10,847 | New |
| Heritage Family Offices, LLP | 10,906 | $701.4K | 0.32% | −1,053−8.8% | Reduced |
| Integrated Wealth Concepts LLC | 11,021 | $708.7K | 0.01% | +4,460+68.0% | Added |
| Malaga Cove Capital, LLC | 11,040 | $710.0K | 0.25% | +570+5.4% | Added |
| EverSource Wealth Advisors, LLC | 11,061 | $711.3K | 0.03% | +3,512+46.5% | Added |
| SG Trading Solutions, LLC | 11,166 | $718.0K | 0.17% | +11,166 | New |
| E. Ohman J:or Asset Management AB | 11,195 | $720.0K | 0.02% | +11,195 | New |
| Skopos Labs, Inc. | 11,023 | $720.3K | 0.03% | +7,305+196.5% | Added |
| R Squared Ltd | 11,213 | $721.1K | 0.34% | +2,192+24.3% | Added |
| Gsa Capital Partners LLP | 11,229 | $722.0K | 0.06% | −1,022−8.3% | Reduced |
| Farther Finance Advisors, LLC | 11,281 | $725.5K | 0.01% | +2,018+21.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,285 | $725.7K | 0.05% | 00.0% | Unchanged |
| Navellier & Associates Inc | 11,302 | $726.8K | 0.08% | −4,113−26.7% | Reduced |
| Patten Group, Inc. | 11,378 | $731.7K | 0.14% | +11,378 | New |
| International Assets Investment Management, LLC | 11,445 | $736.0K | 0.05% | +7,061+161.1% | Added |
| Ashton Thomas Private Wealth, LLC | 11,483 | $738.5K | 0.02% | +143+1.3% | Added |
| Clark Financial Services Group Inc | 10,470 | $749.3K | 0.40% | −845−7.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 11,783 | $757.7K | 0.04% | +8,321+240.4% | Added |
| GAMMA Investing LLC | 11,783 | $757.8K | 0.04% | +344+3.0% | Added |
| Measured Wealth Private Client Group, LLC | 11,859 | $762.7K | 0.20% | +435+3.8% | Added |
| Avanza Fonder AB | 11,940 | $767.9K | 0.02% | +11,940 | New |
| MUFG Securities Americas Inc. | 11,999 | $771.7K | 0.05% | −8−0.1% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $773.0K | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,110 | $778.8K | 0.03% | −9,392−43.7% | Reduced |
| BAM Wealth Management, LLC | 12,255 | $788.1K | 0.57% | +12,255 | New |
| Coldstream Capital Management Inc | 12,380 | $796.2K | 0.01% | +6,373+106.1% | Added |
| Yorktown Management & Research Co Inc | 12,400 | $797.4K | 0.64% | 00.0% | Unchanged |
| Pitcairn Wealth Advisors LLC | 12,408 | $798.0K | 0.07% | +12,408 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 12,453 | $801.0K | 0.01% | −787−5.9% | Reduced |
| Fiduciary Trust Co | 12,466 | $801.7K | 0.01% | +833+7.2% | Added |
| GAM Holding AG | 12,524 | $805.4K | 0.05% | +12,524 | New |
| Precision Wealth Strategies, LLC | 12,530 | $805.8K | 0.26% | +924+8.0% | Added |
| Northwestern Mutual Wealth Management Co | 12,567 | $808.2K | 0.00% | +877+7.5% | Added |
| Advisor OS, LLC | 12,701 | $816.8K | 0.07% | +65+0.5% | Added |
| PFG Advisors | 13,055 | $839.5K | 0.04% | +2,732+26.5% | Added |
| Formidable Asset Management, LLC | 13,284 | $854.3K | 0.12% | 00.0% | Unchanged |
| ING Groep NV | 13,296 | $855.1K | 0.01% | +2,943+28.4% | Added |
| Mission Wealth Management, LP | 13,420 | $863.0K | 0.02% | −1,173−8.0% | Reduced |
| NBC Securities, Inc. | 13,497 | $868.0K | 0.07% | −20.0% | Reduced |
| Pinnacle Wealth Management, LLC | 13,526 | $869.9K | 0.59% | +300+2.3% | Added |
| Private Advisory Group LLC | 13,581 | $873.4K | 0.07% | −390−2.8% | Reduced |
| Yarbrough Capital, LLC | 14,109 | $907.4K | 0.03% | +14,109 | New |
| National Asset Management, Inc. | 14,142 | $909.5K | 0.04% | −191−1.3% | Reduced |
| Metis Global Partners, LLC | 14,169 | $911.2K | 0.02% | −717−4.8% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 14,193 | $912.8K | 0.00% | −30,920−68.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,231 | $915.2K | 0.01% | +39+0.3% | Added |
| PFG Investments, LLC | 14,307 | $920.1K | 0.04% | −36−0.3% | Reduced |
| Centiva Capital, LP | 14,418 | $927.2K | 0.06% | +14,418 | New |
| Polymer Capital Management (US) LLC | 14,477 | $931.0K | 0.12% | −1,420−8.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 14,483 | $931.4K | 0.04% | +2,406+19.9% | Added |
| Summit Financial, LLC | 14,509 | $933.1K | 0.01% | +6,632+84.2% | Added |
| Visionary Horizons, LLC | 14,636 | $941.3K | 0.49% | +836+6.1% | Added |
| Teacher Retirement System of Texas | 14,674 | $943.7K | 0.00% | −42,420−74.3% | Reduced |
| North Dakota State Investment Board | 14,692 | $944.8K | 0.04% | +14,692 | New |
| Independent Financial Group, LLC | 14,716 | $946.4K | 0.02% | +10,940+289.7% | Added |
| LVW Advisors, LLC | 14,833 | $953.9K | 0.10% | −844−5.4% | Reduced |
| Brown Advisory Inc | 14,966 | $962.5K | 0.00% | +452+3.1% | Added |
| Delta Investment Management, LLC | 15,019 | $965.9K | 0.17% | −124−0.8% | Reduced |
| Mangrove Partners | 15,345 | $986.8K | 0.08% | +15,345 | New |
| Numerai GP LLC | 15,492 | $996.3K | 0.12% | +15,492 | New |
| Logan Capital Management Inc | 15,640 | $1.01M | 0.04% | +15,640 | New |
| MBM Wealth Consultants, LLC | 15,648 | $1.01M | 0.24% | −42−0.3% | Reduced |