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 |
|---|---|---|---|---|---|
| Guggenheim Capital LLC | 27,626 | $1.78M | 0.01% | +6,283+29.4% | Added |
| Standard Life Aberdeen plc | 27,526 | $1.77M | 0.00% | −772−2.7% | Reduced |
| Caldwell Investment Management Ltd. | 27,100 | $1.76M | 1.08% | 00.0% | Unchanged |
| WBI Investments | 27,322 | $1.76M | 0.46% | −30,705−52.9% | Reduced |
| Leonteq Securities AG | 27,138 | $1.75M | 0.09% | +11,352+71.9% | Added |
| Kentucky Retirement Systems | 26,923 | $1.73M | 0.05% | 00.0% | Unchanged |
| Magnetar Financial LLC | 26,874 | $1.73M | 0.02% | +26,874 | New |
| Coronation Fund Managers Ltd. | 26,862 | $1.73M | 0.08% | −352,645−92.9% | Reduced |
| Eagle Strategies LLC | 26,679 | $1.72M | 0.22% | +660+2.5% | Added |
| QRG Capital Management, Inc. | 26,088 | $1.68M | 0.02% | +1,936+8.0% | Added |
| Spire Wealth Management | 25,816 | $1.66M | 0.06% | +4,296+20.0% | Added |
| Hartford Investment Management Co | 25,771 | $1.66M | 0.05% | −356−1.4% | Reduced |
| Colony Group, LLC | 25,567 | $1.64M | 0.00% | +20,585+413.2% | Added |
| Florida Financial Advisors, LLC | 25,564 | $1.64M | 0.45% | +4,664+22.3% | Added |
| Everence Capital Management Inc | 25,416 | $1.64M | 0.10% | −5,663−18.2% | Reduced |
| New Age Alpha Advisors, LLC | 25,335 | $1.63M | 0.07% | −39,908−61.2% | Reduced |
| Headlands Technologies LLC | 24,975 | $1.61M | 0.13% | +24,975 | New |
| Sowell Financial Services LLC | 24,893 | $1.60M | 0.06% | +2,118+9.3% | Added |
| Atomi Financial Group, Inc. | 24,845 | $1.60M | 0.05% | −616−2.4% | Reduced |
| D. E. Shaw & Co., Inc. | 24,717 | $1.59M | 0.00% | −165,811−87.0% | Reduced |
| Tower Research Capital LLC (TRC) | 24,554 | $1.58M | 0.04% | +17,519+249.0% | Added |
| Vise Technologies, Inc. | 24,209 | $1.56M | 0.03% | +14,593+151.8% | Added |
| Schroder Investment Management Group | 23,927 | $1.56M | 0.00% | +14,032+141.8% | Added |
| Concurrent Investment Advisors, LLC | 24,035 | $1.55M | 0.02% | +13,308+124.1% | Added |
| Private Advisor Group, LLC | 23,797 | $1.53M | 0.01% | +3,515+17.3% | Added |
| Titan Investment Solutions Ltd | 23,777 | $1.53M | 0.18% | +23,777 | New |
| Highland Capital Management, LLC | 23,760 | $1.53M | 0.08% | −842−3.4% | Reduced |
| Advisory Services Network, LLC | 22,989 | $1.48M | 0.02% | +1,110+5.1% | Added |
| Davidson Capital Management Inc. | 22,965 | $1.48M | 0.32% | +22,916+46,767.3% | Added |
| Twin Tree Management, LP | 22,781 | $1.47M | 0.15% | −143,821−86.3% | Reduced |
| Fragasso Group Inc. | 22,730 | $1.46M | 0.09% | −440−1.9% | Reduced |
| Louisiana State Employees Retirement System | 22,700 | $1.46M | 0.03% | −700−3.0% | Reduced |
| Gulf International Bank (UK) Ltd | 22,490 | $1.45M | 0.05% | 00.0% | Unchanged |
| Successful Portfolios LLC | 20,300 | $1.43M | 0.73% | +20,300 | New |
| Aviso Financial Inc. | 22,053 | $1.42M | 0.05% | −168−0.8% | Reduced |
| Owls Nest Partners IA, LLC | 22,000 | $1.41M | 0.39% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 21,552 | $1.39M | 0.91% | +2,171+11.2% | Added |
| Maryland State Retirement & Pension System | 21,382 | $1.38M | 0.03% | 00.0% | Unchanged |
| Western Financial Corp | 21,185 | $1.36M | 0.54% | −199−0.9% | Reduced |
| Change Path, LLC | 21,011 | $1.35M | 0.03% | +21,011 | New |
| Cerity Partners LLC | 20,959 | $1.35M | 0.00% | +9,566+84.0% | Added |
| L2 Asset Management, LLC | 20,866 | $1.34M | 0.18% | +4,219+25.3% | Added |
| New Mexico Educational Retirement Board | 20,300 | $1.30M | 0.04% | +500+2.5% | Added |
| Monetta Financial Services Inc | 20,000 | $1.29M | 0.92% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 19,965 | $1.28M | 0.00% | −1,135−5.4% | Reduced |
| Element Capital Management LLC | 19,954 | $1.28M | 0.66% | +19,954 | New |
| Fisher Funds Management LTD | 19,810 | $1.28M | 0.03% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 19,565 | $1.26M | 0.42% | +19,565 | New |
| Integrated Quantitative Investments LLC | 19,453 | $1.25M | 0.27% | +4,465+29.8% | Added |
| Pullen Investment Management, LLC | 19,412 | $1.25M | 0.66% | −336−1.7% | Reduced |
| Intercapital, LLC | 19,000 | $1.22M | 0.64% | +19,000 | New |
| AG2R la Mondiale Gestion D'Actifs | 18,981 | $1.22M | 0.05% | −363−1.9% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,952 | $1.22M | 0.03% | 00.0% | Unchanged |
| HighPoint Advisor Group LLC | 18,510 | $1.19M | 0.03% | +4,784+34.9% | Added |
| Meeder Asset Management Inc | 18,492 | $1.19M | 0.06% | +17,367+1,543.7% | Added |
| Rockefeller Capital Management L.P. | 18,206 | $1.17M | 0.00% | +9,597+111.5% | Added |
| Coerente Capital Management | 17,840 | $1.15M | 0.21% | +17,840 | New |
| Williamson Legacy Group, LLC | 17,633 | $1.13M | 0.89% | +862+5.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 17,606 | $1.13M | 0.00% | −14−0.1% | Reduced |
| Cross Staff Investments Inc | 17,606 | $1.13M | 0.69% | +20.0% | Added |
| Intech Investment Management LLC | 17,566 | $1.13M | 0.01% | −14,392−45.0% | Reduced |
| NWF Advisory Services Inc. | 17,554 | $1.13M | 0.12% | −28,259−61.7% | Reduced |
| AE Wealth Management LLC | 17,531 | $1.13M | 0.01% | −9,356−34.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 17,521 | $1.13M | 0.00% | +647+3.8% | Added |
| Evergreen Capital Management LLC | 17,490 | $1.12M | 0.03% | +9,824+128.2% | Added |
| Gamco Investors, Inc. Et Al | 17,325 | $1.11M | 0.01% | −100−0.6% | Reduced |
| Lebenthal Global Advisors, LLC | 16,953 | $1.09M | 0.17% | −646−3.7% | Reduced |
| Thrivent Financial for Lutherans | 16,893 | $1.09M | 0.00% | −261−1.5% | Reduced |
| Straightline Group LLC | 13,940 | $1.08M | 0.59% | +314+2.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $1.06M | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 16,391 | $1.05M | 0.05% | +12,162+287.6% | Added |
| Groupama Asset Managment | 16,288 | $1.05M | 0.02% | −1,689−9.4% | Reduced |
| Raiffeisen Bank International AG | 15,911 | $1.03M | 0.01% | −206−1.3% | Reduced |
| Osmosis Investment Management UK Ltd | 16,074 | $1.03M | 0.03% | +16,074 | New |
| Altshuler Shaham Ltd | 16,000 | $1.03M | 0.02% | 00.0% | Unchanged |
| Burney Co | 15,863 | $1.02M | 0.03% | −32,449−67.2% | Reduced |
| Himension Fund | 15,798 | $1.02M | 0.06% | −50,315−76.1% | Reduced |
| Impact Capital Partners LLC | 15,750 | $1.01M | 0.30% | −316−2.0% | Reduced |
| Connective Capital Management, LLC | 15,656 | $1.01M | 0.59% | −1,409−8.3% | Reduced |
| MBM Wealth Consultants, LLC | 15,648 | $1.01M | 0.24% | −42−0.3% | Reduced |
| Logan Capital Management Inc | 15,640 | $1.01M | 0.04% | +15,640 | New |
| Numerai GP LLC | 15,492 | $996.3K | 0.12% | +15,492 | New |
| Mangrove Partners | 15,345 | $986.8K | 0.08% | +15,345 | New |
| Delta Investment Management, LLC | 15,019 | $965.9K | 0.17% | −124−0.8% | Reduced |
| Brown Advisory Inc | 14,966 | $962.5K | 0.00% | +452+3.1% | Added |
| LVW Advisors, LLC | 14,833 | $953.9K | 0.10% | −844−5.4% | Reduced |
| Independent Financial Group, LLC | 14,716 | $946.4K | 0.02% | +10,940+289.7% | Added |
| North Dakota State Investment Board | 14,692 | $944.8K | 0.04% | +14,692 | New |
| Teacher Retirement System of Texas | 14,674 | $943.7K | 0.00% | −42,420−74.3% | Reduced |
| Visionary Horizons, LLC | 14,636 | $941.3K | 0.49% | +836+6.1% | Added |
| Summit Financial, LLC | 14,509 | $933.1K | 0.01% | +6,632+84.2% | Added |
| Campbell & CO Investment Adviser LLC | 14,483 | $931.4K | 0.04% | +2,406+19.9% | Added |
| Polymer Capital Management (US) LLC | 14,477 | $931.0K | 0.12% | −1,420−8.9% | Reduced |
| Centiva Capital, LP | 14,418 | $927.2K | 0.06% | +14,418 | New |
| PFG Investments, LLC | 14,307 | $920.1K | 0.04% | −36−0.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,231 | $915.2K | 0.01% | +39+0.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 14,193 | $912.8K | 0.00% | −30,920−68.5% | Reduced |
| Metis Global Partners, LLC | 14,169 | $911.2K | 0.02% | −717−4.8% | Reduced |
| National Asset Management, Inc. | 14,142 | $909.5K | 0.04% | −191−1.3% | Reduced |
| Yarbrough Capital, LLC | 14,109 | $907.4K | 0.03% | +14,109 | New |