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 |
|---|---|---|---|---|---|
| Creative Planning | 54,297 | $3.49M | 0.00% | +3,939+7.8% | Added |
| Northwest Bancshares, Inc. | 53,955 | $3.47M | 0.67% | +803+1.5% | Added |
| Pathstone Holdings, LLC | 53,699 | $3.45M | 0.01% | +2,481+4.8% | Added |
| Dutch Asset Corp | 53,246 | $3.42M | 2.64% | +53,246 | New |
| Oregon Public Employees Retirement Fund | 50,976 | $3.28M | 0.04% | +100+0.2% | Added |
| Spahn Wealth & Retirement LLC | 50,662 | $3.26M | 2.02% | +817+1.6% | Added |
| Yousif Capital Management, LLC | 44,793 | $3.20M | 0.04% | −8,449−15.9% | Reduced |
| State of Wyoming | 49,352 | $3.17M | 0.35% | +651+1.3% | Added |
| MML Investors Services, LLC | 48,851 | $3.14M | 0.01% | −3,295−6.3% | Reduced |
| Kestra Advisory Services, LLC | 48,524 | $3.12M | 0.01% | +8,726+21.9% | Added |
| NEOS Investment Management LLC | 48,515 | $3.12M | 0.02% | +7,418+18.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 43,693 | $3.12M | 1.07% | +43,693 | New |
| OP Asset Management Ltd | 48,371 | $3.11M | 0.04% | 00.0% | Unchanged |
| 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 |
| UniSuper Management Pty Ltd | 47,466 | $3.05M | 0.02% | −4,834−9.2% | Reduced |
| TD Private Client Wealth LLC | 47,145 | $3.03M | 0.06% | −6,826−12.6% | Reduced |
| Covenant Asset Management, LLC | 47,079 | $3.03M | 0.58% | +47,079 | New |
| JustInvest LLC | 47,068 | $3.03M | 0.03% | −10,980−18.9% | Reduced |
| The PNC Financial Services Group, Inc. | 46,298 | $2.98M | 0.00% | +2,519+5.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 46,068 | $2.96M | 0.00% | −393−0.8% | Reduced |
| Mackenzie Financial Corp | 45,589 | $2.96M | 0.00% | +3,117+7.3% | Added |
| Arkadios Wealth Advisors | 45,744 | $2.94M | 0.06% | −3,353−6.8% | Reduced |
| Crossmark Global Holdings, Inc. | 45,207 | $2.91M | 0.04% | +9,933+28.2% | Added |
| Cim, LLC | 44,583 | $2.87M | 0.38% | +5,383+13.7% | Added |
| State of Alaska, Department of Revenue | 43,877 | $2.82M | 0.03% | −4,795−9.9% | Reduced |
| Anderson Hoagland & Co | 43,456 | $2.79M | 0.24% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 43,415 | $2.79M | 0.68% | −160−0.4% | Reduced |
| Insight Wealth Strategies, LLC | 43,305 | $2.78M | 0.32% | +531+1.2% | Added |
| Public Employees Retirement Association of Colorado | 43,060 | $2.77M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 42,923 | $2.76M | 0.04% | +6,054+16.4% | Added |
| Assenagon Asset Management S.A. | 42,478 | $2.73M | 0.00% | −1,236,776−96.7% | Reduced |
| Silver Oak Securities, Inc | 41,608 | $2.70M | 0.18% | +4,129+11.0% | Added |
| Mercer Global Advisors Inc | 41,952 | $2.70M | 0.00% | +8,705+26.2% | Added |
| Value Partners Investments Inc. | 41,904 | $2.70M | 0.21% | +41,904 | New |
| Davenport & Co LLC | 41,733 | $2.68M | 0.01% | +4,490+12.1% | Added |
| Jefferies Financial Group Inc. | 41,494 | $2.67M | 0.02% | −14,489−25.9% | Reduced |
| Bridgeway Capital Management, LLC | 41,300 | $2.66M | 0.06% | −300−0.7% | Reduced |
| Gator Capital Management, LLC | 40,800 | $2.62M | 0.54% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 40,690 | $2.62M | 0.02% | +9,497+30.4% | Added |
| Griffin Asset Management, Inc. | 40,284 | $2.59M | 0.28% | 00.0% | Unchanged |
| Miura Global Management, LLC | 40,000 | $2.57M | 4.30% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 39,670 | $2.55M | 0.01% | −1,618−3.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 39,464 | $2.54M | 0.14% | +12,553+46.6% | Added |
| Global Retirement Partners, LLC | 39,251 | $2.52M | 0.04% | +24,867+172.9% | Added |
| Candriam Luxembourg S.C.A. | 38,608 | $2.48M | 0.01% | +7,699+24.9% | Added |
| Independent Solutions Wealth Management, LLC | 38,446 | $2.47M | 0.45% | −3,066−7.4% | Reduced |
| Triasima Portfolio Management inc. | 38,425 | $2.47M | 0.37% | +38,425 | New |
| Axq Capital, LP | 38,416 | $2.47M | 0.56% | +15,782+69.7% | Added |
| Winton Group Ltd | 38,262 | $2.46M | 0.08% | −274,561−87.8% | Reduced |
| GWM Advisors LLC | 37,374 | $2.40M | 0.01% | +20,243+118.2% | Added |
| Kestra Investment Management, LLC | 36,824 | $2.37M | 0.06% | +2,057+5.9% | Added |
| Chase Investment Counsel Corp | 36,000 | $2.31M | 0.65% | 00.0% | Unchanged |
| Scotia Capital Inc. | 35,409 | $2.28M | 0.01% | −160.0% | Reduced |
| Pacer Advisors, Inc. | 35,050 | $2.25M | 0.01% | −790−2.2% | Reduced |
| Convergence Investment Partners, LLC | 34,907 | $2.24M | 0.45% | −953−2.7% | Reduced |
| Sovran Advisors, LLC | 30,456 | $2.24M | 0.19% | +30,456 | New |
| Van Eck Associates Corp | 34,750 | $2.23M | 0.00% | +3,130+9.9% | Added |
| Central Trust Co | 34,658 | $2.23M | 0.04% | +3,800+12.3% | Added |
| Teachers Retirement System of the State of Kentucky | 34,301 | $2.21M | 0.02% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 34,289 | $2.21M | 0.63% | −4,723−12.1% | Reduced |
| Swedbank AB | 34,080 | $2.19M | 0.00% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 33,684 | $2.17M | 0.21% | −10,639−24.0% | Reduced |
| Allstate Corp | 33,535 | $2.16M | 0.03% | +17,178+105.0% | Added |
| Voleon Capital Management LP | 33,219 | $2.14M | 0.05% | −20,825−38.5% | Reduced |
| Nisa Investment Advisors, LLC | 33,209 | $2.14M | 0.01% | −20,816−38.5% | Reduced |
| Jones Financial Companies LLLP | 32,896 | $2.12M | 0.00% | +6,021+22.4% | Added |
| Mizuho Securities USA LLC | 32,428 | $2.11M | 0.03% | −10.0% | Reduced |
| Harfst & Associates, Inc. | 32,733 | $2.11M | 0.38% | −756−2.3% | Reduced |
| Vontobel Holding Ltd. | 32,729 | $2.10M | 0.01% | −15,773−32.5% | Reduced |
| Verition Fund Management LLC | 32,610 | $2.10M | 0.01% | −23,647−42.0% | Reduced |
| Genus Capital Management Inc. | 32,400 | $2.08M | 0.24% | +32,400 | New |
| Dumont & Blake Investment Advisors LLC | 32,220 | $2.07M | 0.50% | −144−0.4% | Reduced |
| J. Safra Sarasin Holding AG | 31,978 | $2.06M | 0.03% | +31,978 | New |
| TriaGen Wealth Management LLC | 31,800 | $2.05M | 0.53% | 00.0% | Unchanged |
| Vestcor Inc | 31,806 | $2.04M | 0.06% | 00.0% | Unchanged |
| Passumpsic Savings Bank | 31,269 | $2.01M | 1.10% | +31,269 | New |
| Virtue Capital Management, LLC | 29,872 | $2.01M | 0.31% | +27,635+1,235.4% | Added |
| Aspire Private Capital, LLC | 31,000 | $1.99M | 0.44% | −3,611−10.4% | Reduced |
| Gardner Lewis Asset Management L P | 30,785 | $1.98M | 0.50% | +3,285+11.9% | Added |
| Eurizon Capital SGR S.p.A. | 29,877 | $1.92M | 0.01% | +29,877 | New |
| Elo Mutual Pension Insurance Co | 29,844 | $1.92M | 0.03% | +12,691+74.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 29,792 | $1.92M | 0.80% | −1,220−3.9% | Reduced |
| M&T Bank Corp | 29,702 | $1.91M | 0.01% | +7,570+34.2% | Added |
| Nomura Holdings Inc | 29,564 | $1.90M | 0.01% | −17,340−37.0% | Reduced |
| Dark Forest Capital Management LP | 29,525 | $1.90M | 0.09% | −30,002−50.4% | Reduced |
| Csenge Advisory Group | 29,403 | $1.89M | 0.09% | +11,725+66.3% | Added |
| Manchester Financial Inc | 29,301 | $1.88M | 0.35% | −282−1.0% | Reduced |
| Captrust Financial Advisors | 29,169 | $1.88M | 0.00% | +831+2.9% | Added |
| Inspire Advisors, LLC | 28,990 | $1.86M | 0.17% | −6,418−18.1% | Reduced |
| Polymer Capital Management (HK) LTD | 28,938 | $1.86M | 0.29% | −12,320−29.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,881 | $1.86M | 0.12% | +1,375+5.0% | Added |
| Thompson Siegel & Walmsley LLC | 28,500 | $1.83M | 0.03% | −135,356−82.6% | Reduced |
| Hedeker Wealth, LLC | 28,353 | $1.82M | 0.38% | +28,353 | New |
| Norinchukin Bank, The | 28,220 | $1.81M | 0.02% | +10,729+61.3% | Added |
| Mystic Asset Management, Inc. | 28,200 | $1.81M | 0.41% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 28,078 | $1.81M | 0.05% | −126−0.4% | Reduced |
| Omers Administration Corp | 28,041 | $1.80M | 0.01% | +28,041 | New |
| Virtus Investment Advisers, Inc. | 27,785 | $1.79M | 0.49% | −230−0.8% | Reduced |
| Advisors Asset Management, Inc. | 27,745 | $1.78M | 0.03% | +1,789+6.9% | Added |