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 |
|---|---|---|---|---|---|
| Marathon Asset Mgmt Ltd | 477,442 | $30.7M | 1.18% | −47,411−9.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 473,928 | $30.5M | 0.07% | +366,470+341.0% | Added |
| Voloridge Investment Management, LLC | 469,168 | $30.2M | 0.11% | +469,168 | New |
| New York State Common Retirement Fund | 467,037 | $30.0M | 0.04% | −10,448−2.2% | Reduced |
| Ameriprise Financial Inc | 432,944 | $27.8M | 0.01% | +184,966+74.6% | Added |
| Mawer Investment Management Ltd. | 429,818 | $27.6M | 0.15% | −30,978−6.7% | Reduced |
| Qube Research & Technologies Ltd | 416,986 | $26.8M | 0.04% | +416,986 | New |
| Milford Funds Ltd | 416,730 | $26.8M | 0.53% | +416,730 | New |
| Adage Capital Partners GP, L.L.C. | 402,100 | $25.9M | 0.04% | −3,200−0.8% | Reduced |
| Storebrand Asset Management AS | 400,773 | $25.8M | 0.07% | −8,026−2.0% | Reduced |
| Brooktree Capital Management | 400,728 | $25.8M | 17.14% | −16,138−3.9% | Reduced |
| Aquatic Capital Management LLC | 399,721 | $25.7M | 0.73% | +300,826+304.2% | Added |
| Prana Capital Management, LP | 393,318 | $25.3M | 0.92% | +84,773+27.5% | Added |
| Polar Capital Holdings Plc | 390,385 | $25.1M | 0.11% | −56,371−12.6% | Reduced |
| Natixis | 387,409 | $24.9M | 0.10% | +300,495+345.7% | Added |
| State Board of Administration of Florida Retirement System | 385,371 | $24.8M | 0.04% | −13,110−3.3% | Reduced |
| SEI Investments Co | 385,316 | $24.8M | 0.02% | +79,685+26.1% | Added |
| Schonfeld Strategic Advisors LLC | 380,424 | $24.5M | 0.12% | +341,535+878.2% | Added |
| Gabelli Funds LLC | 365,040 | $23.5M | 0.16% | −15,691−4.1% | Reduced |
| Credit Agricole S A | 352,924 | $22.7M | 0.06% | +35,645+11.2% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 346,341 | $22.3M | 0.04% | −1,281−0.4% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 339,841 | $21.9M | 0.06% | −387,367−53.3% | Reduced |
| Korea Investment CORP | 337,772 | $21.7M | 0.04% | +65,200+23.9% | Added |
| Aviva PLC | 329,331 | $21.2M | 0.04% | +4,070+1.3% | Added |
| Jump Financial, LLC | 328,978 | $21.2M | 0.27% | +115,871+54.4% | Added |
| Winmill & Co. Inc | 327,200 | $21.0M | 5.61% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 325,666 | $21.0M | 0.02% | +268,030+465.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 323,180 | $20.8M | 0.16% | −482−0.1% | Reduced |
| Man Group plc | 321,872 | $20.7M | 0.04% | +181,657+129.6% | Added |
| Dana Investment Advisors, Inc. | 311,165 | $20.0M | 0.58% | −30,126−8.8% | Reduced |
| Stony Point Capital LLC | 309,058 | $19.9M | 1.47% | +7,764+2.6% | Added |
| HRT Financial LP | 305,974 | $19.7M | 0.06% | +132,374+76.3% | Added |
| Rovida Investment Management Ltd | 300,000 | $19.3M | 2.63% | −40,000−11.8% | Reduced |
| Lansing Management LP | 299,485 | $19.3M | 12.79% | −38,500−11.4% | Reduced |
| Ofi Invest Asset Management | 347,634 | $19.0M | 0.27% | +347,634 | New |
| Public Sector Pension Investment Board | 283,435 | $18.2M | 0.06% | +187,435+195.2% | Added |
| New York State Teachers Retirement System | 278,990 | $17.9M | 0.03% | +4,443+1.6% | Added |
| Trexquant Investment LP | 277,850 | $17.9M | 0.16% | +277,850 | New |
| PFA Pension, Forsikringsaktieselskab | 268,840 | $17.5M | 0.05% | +268,840 | New |
| State of Wisconsin Investment Board | 268,380 | $17.3M | 0.04% | +28,677+12.0% | Added |
| Pictet Asset Management Holding SA | 264,304 | $17.0M | 0.02% | −327,293−55.3% | 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 |
| O'Brien Greene & Co. Inc | 259,303 | $16.7M | 4.95% | −8,832−3.3% | Reduced |
| Public Employees Retirement System of Ohio | 255,554 | $16.4M | 0.05% | −26,574−9.4% | Reduced |
| Manufacturers Life Insurance Company, The | 255,370 | $16.4M | 0.01% | −1,066−0.4% | Reduced |
| Zurich Insurance Group Ltd | 251,872 | $16.2M | 0.11% | +251,872 | New |
| Nomura Asset Management Co Ltd | 238,392 | $15.3M | 0.04% | +5,507+2.4% | Added |
| Chevy Chase Trust Holdings, Inc. | 226,078 | $14.5M | 0.04% | −1,433−0.6% | Reduced |
| Danske Bank A/S | 223,108 | $14.3M | 0.03% | +11,500+5.4% | Added |
| Prudential Financial Inc | 222,115 | $14.3M | 0.02% | −25,075−10.1% | Reduced |
| Interval Partners, LP | 221,392 | $14.2M | 0.33% | +211,063+2,043.4% | Added |
| State of Tennessee, Treasury Department | 185,482 | $13.9M | 0.04% | +95,482+106.1% | Added |
| HighTower Advisors, LLC | 212,176 | $13.6M | 0.01% | −3,243−1.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 209,596 | $13.5M | 0.03% | +26,019+14.2% | Added |
| Premier Fund Managers Ltd | 203,625 | $13.2M | 0.76% | −52,575−20.5% | Reduced |
| Cozad Asset Management Inc | 204,055 | $13.1M | 1.02% | −5,084−2.4% | Reduced |
| National Bank of Canada | 202,198 | $13.0M | 0.01% | −105,164−34.2% | Reduced |
| Janney Montgomery Scott LLC | 202,148 | $13.0M | 0.03% | −11,874−5.5% | Reduced |
| Cornerstone Advisors, LLC | 202,024 | $13.0M | 0.43% | +202,024 | New |
| Truist Financial Corp | 200,162 | $12.9M | 0.02% | −7,761−3.7% | Reduced |
| Toronto Dominion Bank | 198,520 | $12.8M | 0.02% | −142,317−41.8% | Reduced |
| CWM Advisors, LLC | 191,790 | $12.3M | 1.11% | −10,493−5.2% | Reduced |
| Asset Management One Co.,Ltd. | 188,316 | $12.3M | 0.03% | +8,870+4.9% | Added |
| Fifth Third Bancorp | 190,371 | $12.2M | 0.04% | +27,364+16.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 189,450 | $12.2M | 0.97% | +894+0.5% | Added |
| Crocodile Capital Partners GmbH | 187,226 | $12.0M | 7.20% | +187,226 | New |
| Harbor Advisors LLC | 186,832 | $12.0M | 1.80% | 00.0% | Unchanged |
| Pinebridge Investments LLC | 182,127 | $11.7M | 0.09% | +182,127 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 179,349 | $11.5M | 0.01% | +79,898+80.3% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 176,753 | $11.4M | 0.08% | −3,995−2.2% | Reduced |
| Mediolanum International Funds Ltd | 172,713 | $11.2M | 0.11% | −5,130−2.9% | Reduced |
| Capitolis Liquid Global Markets LLC | 171,031 | $11.0M | 0.07% | +56,031+48.7% | Added |
| Mirabella Financial Services LLP | 166,501 | $10.7M | 1.03% | +166,501 | New |
| Voya Investment Management LLC | 165,638 | $10.7M | 0.01% | −32,305−16.3% | Reduced |
| Evelyn Partners Investment Management LLP | 163,138 | $10.5M | 0.29% | −18,413−10.1% | Reduced |
| Cetera Investment Advisers | 160,868 | $10.3M | 0.01% | −10,721−6.2% | Reduced |
| Hudson Way Capital Management LLC | 156,775 | $10.1M | 0.80% | −411,044−72.4% | Reduced |
| Ibex Wealth Advisors | 154,492 | $9.94M | 0.97% | +8,139+5.6% | Added |
| State of New Jersey Common Pension Fund D | 152,096 | $9.78M | 0.04% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 149,000 | $9.58M | 0.04% | +200+0.1% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 145,902 | $9.38M | 0.05% | +9,367+6.9% | Added |
| Bank of Nova Scotia | 145,263 | $9.35M | 0.01% | −274,871−65.4% | Reduced |
| Quantbot Technologies LP | 145,243 | $9.34M | 0.31% | +88,754+157.1% | Added |
| Rafferty Asset Management, LLC | 142,040 | $9.13M | 0.03% | −9,635−6.4% | Reduced |
| SkyView Investment Advisors, LLC | 141,999 | $9.13M | 1.15% | −3,915−2.7% | Reduced |
| One Madison Group LLC | 140,000 | $9.00M | 1.04% | −30,000−17.6% | Reduced |
| CIBC World Markets Inc. | 139,435 | $8.97M | 0.02% | +80,803+137.8% | Added |
| Picton Mahoney Asset Management | 138,350 | $8.90M | 0.10% | −17,110−11.0% | Reduced |
| Lord, Abbett & Co. LLC | 138,239 | $8.89M | 0.03% | +1,714+1.3% | Added |
| Nomura Asset Management International Inc. | 137,108 | $8.82M | 0.01% | +137,108 | New |
| Pilgrim Partners Asia Pte Ltd | 134,970 | $8.68M | 4.18% | −5,430−3.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 130,513 | $8.42M | 0.04% | −7,513−5.4% | Reduced |
| Empowered Funds, LLC | 128,923 | $8.29M | 0.14% | −21,864−14.5% | Reduced |
| CWA Asset Management Group, LLC | 126,002 | $8.10M | 0.29% | −4,290−3.3% | Reduced |
| Wealthfront Advisers LLC | 125,251 | $8.05M | 0.02% | +294+0.2% | Added |
| Arizona State Retirement System | 122,285 | $7.86M | 0.04% | −5,817−4.5% | Reduced |
| ProShare Advisors LLC | 121,340 | $7.80M | 0.01% | +4,921+4.2% | Added |
| Commonwealth Equity Services, LLC | 121,193 | $7.79M | 0.01% | +7,844+6.9% | Added |
| Munro Partners | 120,385 | $7.74M | 0.22% | +41,405+52.4% | Added |
| Vestmark Advisory Solutions, Inc. | 120,113 | $7.72M | 0.10% | −2,300−1.9% | Reduced |