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 |
|---|---|---|---|---|---|
| Aspire Private Capital, LLC | 31,000 | $1.99M | 0.44% | −3,611−10.4% | Reduced |
| Virtue Capital Management, LLC | 29,872 | $2.01M | 0.31% | +27,635+1,235.4% | Added |
| Passumpsic Savings Bank | 31,269 | $2.01M | 1.10% | +31,269 | New |
| Vestcor Inc | 31,806 | $2.04M | 0.06% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 31,800 | $2.05M | 0.53% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 31,978 | $2.06M | 0.03% | +31,978 | New |
| Dumont & Blake Investment Advisors LLC | 32,220 | $2.07M | 0.50% | −144−0.4% | Reduced |
| Genus Capital Management Inc. | 32,400 | $2.08M | 0.24% | +32,400 | New |
| Verition Fund Management LLC | 32,610 | $2.10M | 0.01% | −23,647−42.0% | Reduced |
| Vontobel Holding Ltd. | 32,729 | $2.10M | 0.01% | −15,773−32.5% | Reduced |
| Harfst & Associates, Inc. | 32,733 | $2.11M | 0.38% | −756−2.3% | Reduced |
| Mizuho Securities USA LLC | 32,428 | $2.11M | 0.03% | −10.0% | Reduced |
| Jones Financial Companies LLLP | 32,896 | $2.12M | 0.00% | +6,021+22.4% | Added |
| Nisa Investment Advisors, LLC | 33,209 | $2.14M | 0.01% | −20,816−38.5% | Reduced |
| Voleon Capital Management LP | 33,219 | $2.14M | 0.05% | −20,825−38.5% | Reduced |
| Allstate Corp | 33,535 | $2.16M | 0.03% | +17,178+105.0% | Added |
| Marks Group Wealth Management, Inc | 33,684 | $2.17M | 0.21% | −10,639−24.0% | Reduced |
| Swedbank AB | 34,080 | $2.19M | 0.00% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 34,289 | $2.21M | 0.63% | −4,723−12.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 34,301 | $2.21M | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 34,658 | $2.23M | 0.04% | +3,800+12.3% | Added |
| Van Eck Associates Corp | 34,750 | $2.23M | 0.00% | +3,130+9.9% | Added |
| Sovran Advisors, LLC | 30,456 | $2.24M | 0.19% | +30,456 | New |
| Convergence Investment Partners, LLC | 34,907 | $2.24M | 0.45% | −953−2.7% | Reduced |
| Pacer Advisors, Inc. | 35,050 | $2.25M | 0.01% | −790−2.2% | Reduced |
| Scotia Capital Inc. | 35,409 | $2.28M | 0.01% | −160.0% | Reduced |
| Chase Investment Counsel Corp | 36,000 | $2.31M | 0.65% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 36,824 | $2.37M | 0.06% | +2,057+5.9% | Added |
| GWM Advisors LLC | 37,374 | $2.40M | 0.01% | +20,243+118.2% | Added |
| Winton Group Ltd | 38,262 | $2.46M | 0.08% | −274,561−87.8% | Reduced |
| Axq Capital, LP | 38,416 | $2.47M | 0.56% | +15,782+69.7% | Added |
| Triasima Portfolio Management inc. | 38,425 | $2.47M | 0.37% | +38,425 | New |
| Independent Solutions Wealth Management, LLC | 38,446 | $2.47M | 0.45% | −3,066−7.4% | Reduced |
| Candriam Luxembourg S.C.A. | 38,608 | $2.48M | 0.01% | +7,699+24.9% | Added |
| Global Retirement Partners, LLC | 39,251 | $2.52M | 0.04% | +24,867+172.9% | Added |
| Kepler Cheuvreux (Suisse) SA | 39,464 | $2.54M | 0.14% | +12,553+46.6% | Added |
| Swiss Life Asset Management Ltd | 39,670 | $2.55M | 0.01% | −1,618−3.9% | Reduced |
| Miura Global Management, LLC | 40,000 | $2.57M | 4.30% | 00.0% | Unchanged |
| Griffin Asset Management, Inc. | 40,284 | $2.59M | 0.28% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 40,690 | $2.62M | 0.02% | +9,497+30.4% | Added |
| Gator Capital Management, LLC | 40,800 | $2.62M | 0.54% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 41,300 | $2.66M | 0.06% | −300−0.7% | Reduced |
| Jefferies Financial Group Inc. | 41,494 | $2.67M | 0.02% | −14,489−25.9% | Reduced |
| Davenport & Co LLC | 41,733 | $2.68M | 0.01% | +4,490+12.1% | Added |
| Value Partners Investments Inc. | 41,904 | $2.70M | 0.21% | +41,904 | New |
| Mercer Global Advisors Inc | 41,952 | $2.70M | 0.00% | +8,705+26.2% | Added |
| Silver Oak Securities, Inc | 41,608 | $2.70M | 0.18% | +4,129+11.0% | Added |
| Assenagon Asset Management S.A. | 42,478 | $2.73M | 0.00% | −1,236,776−96.7% | Reduced |
| Ethic Inc. | 42,923 | $2.76M | 0.04% | +6,054+16.4% | Added |
| Public Employees Retirement Association of Colorado | 43,060 | $2.77M | 0.01% | 00.0% | Unchanged |
| Insight Wealth Strategies, LLC | 43,305 | $2.78M | 0.32% | +531+1.2% | Added |
| Uncommon Cents Investing LLC | 43,415 | $2.79M | 0.68% | −160−0.4% | Reduced |
| Anderson Hoagland & Co | 43,456 | $2.79M | 0.24% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 43,877 | $2.82M | 0.03% | −4,795−9.9% | Reduced |
| Cim, LLC | 44,583 | $2.87M | 0.38% | +5,383+13.7% | Added |
| Crossmark Global Holdings, Inc. | 45,207 | $2.91M | 0.04% | +9,933+28.2% | Added |
| Arkadios Wealth Advisors | 45,744 | $2.94M | 0.06% | −3,353−6.8% | Reduced |
| Mackenzie Financial Corp | 45,589 | $2.96M | 0.00% | +3,117+7.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 46,068 | $2.96M | 0.00% | −393−0.8% | Reduced |
| The PNC Financial Services Group, Inc. | 46,298 | $2.98M | 0.00% | +2,519+5.8% | Added |
| JustInvest LLC | 47,068 | $3.03M | 0.03% | −10,980−18.9% | Reduced |
| Covenant Asset Management, LLC | 47,079 | $3.03M | 0.58% | +47,079 | New |
| TD Private Client Wealth LLC | 47,145 | $3.03M | 0.06% | −6,826−12.6% | Reduced |
| UniSuper Management Pty Ltd | 47,466 | $3.05M | 0.02% | −4,834−9.2% | Reduced |
| Mutual of America Capital Management LLC | 47,824 | $3.08M | 0.03% | −439−0.9% | Reduced |
| Blackhawk Capital Partners LLC. | 47,824 | $3.08M | 1.16% | +2,576+5.7% | Added |
| OP Asset Management Ltd | 48,371 | $3.11M | 0.04% | 00.0% | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. | 43,693 | $3.12M | 1.07% | +43,693 | New |
| NEOS Investment Management LLC | 48,515 | $3.12M | 0.02% | +7,418+18.0% | Added |
| Kestra Advisory Services, LLC | 48,524 | $3.12M | 0.01% | +8,726+21.9% | Added |
| MML Investors Services, LLC | 48,851 | $3.14M | 0.01% | −3,295−6.3% | Reduced |
| State of Wyoming | 49,352 | $3.17M | 0.35% | +651+1.3% | Added |
| Yousif Capital Management, LLC | 44,793 | $3.20M | 0.04% | −8,449−15.9% | Reduced |
| Spahn Wealth & Retirement LLC | 50,662 | $3.26M | 2.02% | +817+1.6% | Added |
| Oregon Public Employees Retirement Fund | 50,976 | $3.28M | 0.04% | +100+0.2% | Added |
| Dutch Asset Corp | 53,246 | $3.42M | 2.64% | +53,246 | New |
| Pathstone Holdings, LLC | 53,699 | $3.45M | 0.01% | +2,481+4.8% | Added |
| Northwest Bancshares, Inc. | 53,955 | $3.47M | 0.67% | +803+1.5% | Added |
| Creative Planning | 54,297 | $3.49M | 0.00% | +3,939+7.8% | Added |
| Kennondale Capital Management LLC | 54,373 | $3.50M | 2.57% | 00.0% | Unchanged |
| Horizon Investments, LLC | 54,422 | $3.50M | 0.04% | +2,129+4.1% | Added |
| Andra AP-fonden | 56,104 | $3.61M | 0.04% | −56,104−50.0% | Reduced |
| Cresset Asset Management, LLC | 56,489 | $3.63M | 0.02% | +106+0.2% | Added |
| Nissay Asset Management Corp | 57,390 | $3.69M | 0.02% | +1,484+2.7% | Added |
| US Bancorp | 57,483 | $3.70M | 0.00% | −5,146−8.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 58,062 | $3.73M | 0.05% | −894−1.5% | Reduced |
| Freedom Day Solutions, LLC | 58,197 | $3.74M | 1.02% | +55+0.1% | Added |
| Toroso Investments, LLC | 58,268 | $3.75M | 0.02% | +812+1.4% | Added |
| Sumitomo Life Insurance Co | 58,550 | $3.77M | 0.10% | +170+0.3% | Added |
| Macquarie Group Ltd | 59,299 | $3.81M | 0.02% | −130,306−68.7% | Reduced |
| Rakuten Investment Management, Inc. | 58,582 | $3.83M | 0.01% | +45,526+348.7% | Added |
| TCW Group Inc | 59,536 | $3.83M | 0.03% | +8,322+16.2% | Added |
| Nordea Investment Management AB | 59,584 | $3.86M | 0.00% | −7,615−11.3% | Reduced |
| New York Life Investment Management LLC | 61,222 | $3.94M | 0.03% | +596+1.0% | Added |
| CIBC World Markets Corp | 61,949 | $3.98M | 0.02% | +61,949 | New |
| Stanley-Laman Group, Ltd. | 62,627 | $4.03M | 0.51% | +2,654+4.4% | Added |
| SG Americas Securities, LLC | 63,050 | $4.05M | 0.01% | +41,363+190.7% | Added |
| S&CO Inc | 63,080 | $4.06M | 0.25% | +160+0.3% | Added |
| Brinker Capital Investments, LLC | 63,170 | $4.06M | 0.03% | +17,763+39.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 63,453 | $4.08M | 0.02% | +310.0% | Added |