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 |
|---|---|---|---|---|---|
| EULAV Asset Management | 64,159 | $4.13M | 0.11% | −6,175−8.8% | Reduced |
| Martingale Asset Management L P | 64,451 | $4.14M | 0.11% | −63,767−49.7% | Reduced |
| Fulcrum Asset Management LLP | 64,137 | $4.17M | 1.16% | −1,901−2.9% | Reduced |
| Investment House LLC | 64,913 | $4.17M | 0.20% | +3,227+5.2% | Added |
| Vident Advisory, LLC | 65,158 | $4.19M | 0.04% | +1,563+2.5% | Added |
| Illumine Investment Management, LLC | 65,669 | $4.22M | 3.08% | −1,008−1.5% | Reduced |
| Alberta Investment Management Corp | 65,700 | $4.23M | 0.03% | +65,700 | New |
| Xponance, Inc. | 65,755 | $4.23M | 0.03% | +4,493+7.3% | Added |
| Police & Firemen's Retirement System of New Jersey | 65,931 | $4.24M | 0.04% | −3,527−5.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 66,329 | $4.27M | 0.02% | −302−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 69,940 | $4.50M | 0.02% | −3,624−4.9% | Reduced |
| ION Fund Management Ltd | 70,000 | $4.50M | 0.57% | +70,000 | New |
| Utah Retirement Systems | 70,778 | $4.55M | 0.04% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 88,690 | $4.56M | 0.08% | −237,443−72.8% | Reduced |
| Militia Capital Partners, LP | 71,000 | $4.57M | 1.72% | +15,000+26.8% | Added |
| Engineers Gate Manager LP | 71,651 | $4.61M | 0.05% | +60,124+521.6% | Added |
| Epacria Capital Partners, LLC | 72,000 | $4.63M | 3.67% | −4,000−5.3% | Reduced |
| Ambassador Advisors, LLC | 72,073 | $4.64M | 0.68% | +3,704+5.4% | Added |
| Cinctive Capital Management LP | 72,686 | $4.67M | 0.27% | −75,208−50.9% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 73,031 | $4.70M | 0.01% | −697−0.9% | Reduced |
| Twinbeech Capital LP | 73,500 | $4.73M | 0.34% | +73,500 | New |
| Sanctuary Advisors, LLC | 73,888 | $4.75M | 0.03% | +61+0.1% | Added |
| USS Investment Management Ltd | 76,029 | $4.89M | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 76,159 | $4.90M | 0.01% | +513+0.7% | Added |
| Vinva Investment Management Ltd | 77,271 | $5.02M | 0.06% | +23,289+43.1% | Added |
| Atria Investments LLC | 78,415 | $5.04M | 0.06% | −10,847−12.2% | Reduced |
| Erste Asset Management GmbH | 76,500 | $5.06M | 0.04% | +76,500 | New |
| British Columbia Investment Management Corp | 78,861 | $5.07M | 0.03% | +16,223+25.9% | Added |
| Janus Henderson Group PLC | 79,492 | $5.11M | 0.00% | +919+1.2% | Added |
| Investment Management Corp of Ontario | 80,952 | $5.21M | 0.07% | −49,034−37.7% | Reduced |
| DnB Asset Management AS | 83,126 | $5.35M | 0.02% | +736+0.9% | Added |
| Susquehanna International Group, LLP | 83,937 | $5.40M | 0.01% | −163−0.2% | Reduced |
| Edgestream Partners, L.P. | 84,202 | $5.42M | 0.15% | −14,084−14.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 84,957 | $5.46M | 0.02% | −817−1.0% | Reduced |
| Comerica Bank | 85,821 | $5.52M | 0.02% | −9,507−10.0% | Reduced |
| Franklin Resources Inc | 86,693 | $5.58M | 0.00% | +28,054+47.8% | Added |
| Amalgamated Bank | 87,297 | $5.61M | 0.04% | +2,625+3.1% | Added |
| IFM Investors Pty Ltd | 88,607 | $5.70M | 0.05% | +1,125+1.3% | Added |
| VMS Asset Management Limited | 88,690 | $5.70M | 2.20% | +88,690 | New |
| CI Private Wealth, LLC | 88,886 | $5.72M | 0.01% | +14,378+19.3% | Added |
| New Millennium Group LLC | 90,105 | $5.79M | 2.51% | +1,643+1.9% | Added |
| Daiwa Securities Group Inc. | 90,928 | $5.85M | 0.02% | +4,114+4.7% | Added |
| Natixis Advisors, L.P. | 91,572 | $5.89M | 0.01% | −16,121−15.0% | Reduced |
| Quinn Opportunity Partners LLC | 92,000 | $5.92M | 0.26% | +17,000+22.7% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 92,562 | $5.95M | 0.05% | +92,562 | New |
| Forsta Ap-Fonden | 93,600 | $6.02M | 0.04% | −1,600−1.7% | Reduced |
| Retirement Systems of Alabama | 94,743 | $6.09M | 0.02% | −235−0.2% | Reduced |
| AQR Capital Management LLC | 95,193 | $6.12M | 0.00% | +20,051+26.7% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 95,700 | $6.15M | 0.05% | +18,500+24.0% | Added |
| Resources Investment Advisors, LLC. | 96,005 | $6.17M | 0.06% | −3,963−4.0% | Reduced |
| Walleye Capital LLC | 96,707 | $6.22M | 0.04% | +2,771+2.9% | Added |
| STRS Ohio | 97,175 | $6.25M | 0.02% | −3,913−3.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 98,519 | $6.34M | 0.04% | +14,919+17.8% | Added |
| Baird Financial Group, Inc. | 98,561 | $6.34M | 0.01% | −4,639−4.5% | Reduced |
| Firetrail Investments Pty Ltd | 98,226 | $6.35M | 2.08% | −151,514−60.7% | Reduced |
| Moore Capital Management, LP | 100,959 | $6.49M | 0.13% | +78,049+340.7% | Added |
| TD Waterhouse Canada Inc. | 101,328 | $6.52M | 0.04% | +5,683+5.9% | Added |
| Moran Wealth Management, LLC | 101,993 | $6.56M | 0.20% | −5,697−5.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 103,072 | $6.63M | 0.21% | +3,916+3.9% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,594 | $6.66M | 0.03% | −3,326−3.1% | Reduced |
| Congress Asset Management Co | 103,595 | $6.66M | 0.05% | +103,595 | New |
| CBOE Vest Financial, LLC | 104,038 | $6.69M | 0.08% | +4,309+4.3% | Added |
| CIBC Asset Management Inc | 104,463 | $6.72M | 0.02% | +49,048+88.5% | Added |
| MetLife Investment Management | 107,593 | $6.92M | 0.03% | −3,687−3.3% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 109,340 | $7.08M | 0.02% | +109,340 | New |
| Quantinno Capital Management LP | 110,379 | $7.10M | 0.01% | +37,570+51.6% | Added |
| Titan Wealth (CI) Ltd | 111,457 | $7.17M | 2.76% | +111,457 | New |
| Prescott Group Capital Management, L.L.C. | 111,676 | $7.18M | 0.67% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 112,774 | $7.25M | 0.08% | +104,252+1,223.3% | Added |
| Gotham Asset Management, LLC | 113,009 | $7.27M | 0.03% | −1,018−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 116,115 | $7.47M | 0.04% | +1,378+1.2% | Added |
| Handelsbanken Fonder AB | 116,374 | $7.48M | 0.02% | +29,696+34.3% | Added |
| AWH Capital, L.P. | 116,380 | $7.48M | 6.91% | 00.0% | Unchanged |
| State of Michigan Retirement System | 116,600 | $7.50M | 0.04% | −3,800−3.2% | Reduced |
| Fremen Capital Management LP | 116,653 | $7.50M | 6.14% | +116,653 | New |
| NewEdge Wealth, LLC | 116,780 | $7.51M | 0.08% | −4,721−3.9% | Reduced |
| Emmett Investment Management, LP | 112,140 | $7.54M | 5.81% | −15,340−12.0% | Reduced |
| Czech National Bank | 117,435 | $7.55M | 0.05% | +4,352+3.8% | Added |
| Capital Fund Management S.A. | 119,712 | $7.70M | 0.07% | −403,688−77.1% | Reduced |
| Vestmark Advisory Solutions, Inc. | 120,113 | $7.72M | 0.10% | −2,300−1.9% | Reduced |
| Munro Partners | 120,385 | $7.74M | 0.22% | +41,405+52.4% | Added |
| Commonwealth Equity Services, LLC | 121,193 | $7.79M | 0.01% | +7,844+6.9% | Added |
| ProShare Advisors LLC | 121,340 | $7.80M | 0.01% | +4,921+4.2% | Added |
| Arizona State Retirement System | 122,285 | $7.86M | 0.04% | −5,817−4.5% | Reduced |
| Wealthfront Advisers LLC | 125,251 | $8.05M | 0.02% | +294+0.2% | Added |
| CWA Asset Management Group, LLC | 126,002 | $8.10M | 0.29% | −4,290−3.3% | Reduced |
| Empowered Funds, LLC | 128,923 | $8.29M | 0.14% | −21,864−14.5% | Reduced |
| Resona Asset Management Co.,Ltd. | 130,513 | $8.42M | 0.04% | −7,513−5.4% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 134,970 | $8.68M | 4.18% | −5,430−3.9% | Reduced |
| Nomura Asset Management International Inc. | 137,108 | $8.82M | 0.01% | +137,108 | New |
| Lord, Abbett & Co. LLC | 138,239 | $8.89M | 0.03% | +1,714+1.3% | Added |
| Picton Mahoney Asset Management | 138,350 | $8.90M | 0.10% | −17,110−11.0% | Reduced |
| CIBC World Markets Inc. | 139,435 | $8.97M | 0.02% | +80,803+137.8% | Added |
| One Madison Group LLC | 140,000 | $9.00M | 1.04% | −30,000−17.6% | Reduced |
| SkyView Investment Advisors, LLC | 141,999 | $9.13M | 1.15% | −3,915−2.7% | Reduced |
| Rafferty Asset Management, LLC | 142,040 | $9.13M | 0.03% | −9,635−6.4% | Reduced |
| Quantbot Technologies LP | 145,243 | $9.34M | 0.31% | +88,754+157.1% | Added |
| Bank of Nova Scotia | 145,263 | $9.35M | 0.01% | −274,871−65.4% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 145,902 | $9.38M | 0.05% | +9,367+6.9% | Added |
| KLP Kapitalforvaltning AS | 149,000 | $9.58M | 0.04% | +200+0.1% | Added |