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 |
|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | 152,096 | $9.78M | 0.04% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 154,492 | $9.94M | 0.97% | +8,139+5.6% | Added |
| Hudson Way Capital Management LLC | 156,775 | $10.1M | 0.80% | −411,044−72.4% | Reduced |
| Cetera Investment Advisers | 160,868 | $10.3M | 0.01% | −10,721−6.2% | Reduced |
| Evelyn Partners Investment Management LLP | 163,138 | $10.5M | 0.29% | −18,413−10.1% | Reduced |
| Voya Investment Management LLC | 165,638 | $10.7M | 0.01% | −32,305−16.3% | Reduced |
| Mirabella Financial Services LLP | 166,501 | $10.7M | 1.03% | +166,501 | New |
| Capitolis Liquid Global Markets LLC | 171,031 | $11.0M | 0.07% | +56,031+48.7% | Added |
| Mediolanum International Funds Ltd | 172,713 | $11.2M | 0.11% | −5,130−2.9% | Reduced |
| Banco Bilbao Vizcaya Argentaria, S.A. | 176,753 | $11.4M | 0.08% | −3,995−2.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 179,349 | $11.5M | 0.01% | +79,898+80.3% | Added |
| Pinebridge Investments LLC | 182,127 | $11.7M | 0.09% | +182,127 | New |
| Harbor Advisors LLC | 186,832 | $12.0M | 1.80% | 00.0% | Unchanged |
| Crocodile Capital Partners GmbH | 187,226 | $12.0M | 7.20% | +187,226 | New |
| W.G. Shaheen & Associates DBA Whitney & Co | 189,450 | $12.2M | 0.97% | +894+0.5% | Added |
| Fifth Third Bancorp | 190,371 | $12.2M | 0.04% | +27,364+16.8% | Added |
| Asset Management One Co.,Ltd. | 188,316 | $12.3M | 0.03% | +8,870+4.9% | Added |
| CWM Advisors, LLC | 191,790 | $12.3M | 1.11% | −10,493−5.2% | Reduced |
| Toronto Dominion Bank | 198,520 | $12.8M | 0.02% | −142,317−41.8% | Reduced |
| Truist Financial Corp | 200,162 | $12.9M | 0.02% | −7,761−3.7% | Reduced |
| Cornerstone Advisors, LLC | 202,024 | $13.0M | 0.43% | +202,024 | New |
| Janney Montgomery Scott LLC | 202,148 | $13.0M | 0.03% | −11,874−5.5% | Reduced |
| National Bank of Canada | 202,198 | $13.0M | 0.01% | −105,164−34.2% | Reduced |
| Cozad Asset Management Inc | 204,055 | $13.1M | 1.02% | −5,084−2.4% | Reduced |
| Premier Fund Managers Ltd | 203,625 | $13.2M | 0.76% | −52,575−20.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 209,596 | $13.5M | 0.03% | +26,019+14.2% | Added |
| HighTower Advisors, LLC | 212,176 | $13.6M | 0.01% | −3,243−1.5% | Reduced |
| State of Tennessee, Treasury Department | 185,482 | $13.9M | 0.04% | +95,482+106.1% | Added |
| Interval Partners, LP | 221,392 | $14.2M | 0.33% | +211,063+2,043.4% | Added |
| Prudential Financial Inc | 222,115 | $14.3M | 0.02% | −25,075−10.1% | Reduced |
| Danske Bank A/S | 223,108 | $14.3M | 0.03% | +11,500+5.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 226,078 | $14.5M | 0.04% | −1,433−0.6% | Reduced |
| Nomura Asset Management Co Ltd | 238,392 | $15.3M | 0.04% | +5,507+2.4% | Added |
| Zurich Insurance Group Ltd | 251,872 | $16.2M | 0.11% | +251,872 | New |
| Manufacturers Life Insurance Company, The | 255,370 | $16.4M | 0.01% | −1,066−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 255,554 | $16.4M | 0.05% | −26,574−9.4% | Reduced |
| O'Brien Greene & Co. Inc | 259,303 | $16.7M | 4.95% | −8,832−3.3% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 263,581 | $17.0M | 0.24% | +263,581 | New |
| Pictet Asset Management Holding SA | 264,304 | $17.0M | 0.02% | −327,293−55.3% | Reduced |
| State of Wisconsin Investment Board | 268,380 | $17.3M | 0.04% | +28,677+12.0% | Added |
| PFA Pension, Forsikringsaktieselskab | 268,840 | $17.5M | 0.05% | +268,840 | New |
| Trexquant Investment LP | 277,850 | $17.9M | 0.16% | +277,850 | New |
| New York State Teachers Retirement System | 278,990 | $17.9M | 0.03% | +4,443+1.6% | Added |
| Public Sector Pension Investment Board | 283,435 | $18.2M | 0.06% | +187,435+195.2% | Added |
| Ofi Invest Asset Management | 347,634 | $19.0M | 0.27% | +347,634 | New |
| Lansing Management LP | 299,485 | $19.3M | 12.79% | −38,500−11.4% | Reduced |
| Rovida Investment Management Ltd | 300,000 | $19.3M | 2.63% | −40,000−11.8% | Reduced |
| HRT Financial LP | 305,974 | $19.7M | 0.06% | +132,374+76.3% | Added |
| Stony Point Capital LLC | 309,058 | $19.9M | 1.47% | +7,764+2.6% | Added |
| Dana Investment Advisors, Inc. | 311,165 | $20.0M | 0.58% | −30,126−8.8% | Reduced |
| Man Group plc | 321,872 | $20.7M | 0.04% | +181,657+129.6% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 323,180 | $20.8M | 0.16% | −482−0.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 325,666 | $21.0M | 0.02% | +268,030+465.0% | Added |
| Winmill & Co. Inc | 327,200 | $21.0M | 5.61% | 00.0% | Unchanged |
| Jump Financial, LLC | 328,978 | $21.2M | 0.27% | +115,871+54.4% | Added |
| Aviva PLC | 329,331 | $21.2M | 0.04% | +4,070+1.3% | Added |
| Korea Investment CORP | 337,772 | $21.7M | 0.04% | +65,200+23.9% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 339,841 | $21.9M | 0.06% | −387,367−53.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 346,341 | $22.3M | 0.04% | −1,281−0.4% | Reduced |
| Credit Agricole S A | 352,924 | $22.7M | 0.06% | +35,645+11.2% | Added |
| Gabelli Funds LLC | 365,040 | $23.5M | 0.16% | −15,691−4.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 380,424 | $24.5M | 0.12% | +341,535+878.2% | Added |
| SEI Investments Co | 385,316 | $24.8M | 0.02% | +79,685+26.1% | Added |
| State Board of Administration of Florida Retirement System | 385,371 | $24.8M | 0.04% | −13,110−3.3% | Reduced |
| Natixis | 387,409 | $24.9M | 0.10% | +300,495+345.7% | Added |
| Polar Capital Holdings Plc | 390,385 | $25.1M | 0.11% | −56,371−12.6% | Reduced |
| Prana Capital Management, LP | 393,318 | $25.3M | 0.92% | +84,773+27.5% | Added |
| Aquatic Capital Management LLC | 399,721 | $25.7M | 0.73% | +300,826+304.2% | Added |
| Brooktree Capital Management | 400,728 | $25.8M | 17.14% | −16,138−3.9% | Reduced |
| Storebrand Asset Management AS | 400,773 | $25.8M | 0.07% | −8,026−2.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 402,100 | $25.9M | 0.04% | −3,200−0.8% | Reduced |
| Milford Funds Ltd | 416,730 | $26.8M | 0.53% | +416,730 | New |
| Qube Research & Technologies Ltd | 416,986 | $26.8M | 0.04% | +416,986 | New |
| Mawer Investment Management Ltd. | 429,818 | $27.6M | 0.15% | −30,978−6.7% | Reduced |
| Ameriprise Financial Inc | 432,944 | $27.8M | 0.01% | +184,966+74.6% | Added |
| New York State Common Retirement Fund | 467,037 | $30.0M | 0.04% | −10,448−2.2% | Reduced |
| Voloridge Investment Management, LLC | 469,168 | $30.2M | 0.11% | +469,168 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 473,928 | $30.5M | 0.07% | +366,470+341.0% | Added |
| Marathon Asset Mgmt Ltd | 477,442 | $30.7M | 1.18% | −47,411−9.0% | Reduced |
| Compagnie Lombard Odier SCmA | 481,557 | $31.0M | 0.34% | +40,224+9.1% | Added |
| Treasurer of the State of North Carolina | 482,631 | $31.0M | 0.10% | −13,699−2.8% | Reduced |
| Alliancebernstein L.P. | 486,821 | $31.3M | 0.01% | −12,589−2.5% | Reduced |
| Bridgewater Associates, LP | 488,940 | $31.4M | 0.11% | −93,830−16.1% | Reduced |
| Massachusetts Financial Services Co | 489,748 | $31.5M | 0.01% | +431,970+747.6% | Added |
| Capital Impact Advisors, LLC | 493,957 | $31.8M | 2.49% | +313,461+173.7% | Added |
| Systrade AG | 500,000 | $32.2M | 19.62% | 00.0% | Unchanged |
| Principal Financial Group Inc | 512,794 | $33.0M | 0.02% | +10,902+2.2% | Added |
| Great West Life Assurance Co | 522,274 | $33.6M | 0.06% | +97,573+23.0% | Added |
| Tudor Investment Corp Et Al | 551,744 | $35.5M | 0.19% | +551,744 | New |
| Blue Whale Capital LLP | 574,064 | $36.9M | 1.89% | +258,481+81.9% | Added |
| Allianz Asset Management GmbH | 580,769 | $37.3M | 0.04% | +96,951+20.0% | Added |
| Federated Hermes, Inc. | 581,695 | $37.4M | 0.06% | −44,819−7.2% | Reduced |
| PEAK6 LLC | 592,739 | $38.1M | 1.04% | −146,834−19.9% | Reduced |
| Renaissance Technologies LLC | 616,395 | $39.6M | 0.06% | −347,245−36.0% | Reduced |
| Victory Capital Management Inc | 620,595 | $39.9M | 0.02% | −156,868−20.2% | Reduced |
| AustralianSuper Pty Ltd | 628,824 | $40.4M | 0.19% | +600,236+2,099.6% | Added |
| Stifel Financial Corp | 642,327 | $41.3M | 0.04% | −22,983−3.5% | Reduced |
| Bank of Montreal | 643,510 | $41.4M | 0.02% | +47,842+8.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 569,884 | $41.5M | 0.06% | +518,707+1,013.6% | Added |
| Citadel Advisors LLC | 650,534 | $41.8M | 0.03% | −126,292−16.3% | Reduced |