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 |
|---|---|---|---|---|---|
| Private Advisory Group LLC | 13,581 | $873.4K | 0.07% | −390−2.8% | Reduced |
| Pinnacle Wealth Management, LLC | 13,526 | $869.9K | 0.59% | +300+2.3% | Added |
| NBC Securities, Inc. | 13,497 | $868.0K | 0.07% | −20.0% | Reduced |
| Mission Wealth Management, LP | 13,420 | $863.0K | 0.02% | −1,173−8.0% | Reduced |
| ING Groep NV | 13,296 | $855.1K | 0.01% | +2,943+28.4% | Added |
| Formidable Asset Management, LLC | 13,284 | $854.3K | 0.12% | 00.0% | Unchanged |
| PFG Advisors | 13,055 | $839.5K | 0.04% | +2,732+26.5% | Added |
| Advisor OS, LLC | 12,701 | $816.8K | 0.07% | +65+0.5% | Added |
| Northwestern Mutual Wealth Management Co | 12,567 | $808.2K | 0.00% | +877+7.5% | Added |
| Precision Wealth Strategies, LLC | 12,530 | $805.8K | 0.26% | +924+8.0% | Added |
| GAM Holding AG | 12,524 | $805.4K | 0.05% | +12,524 | New |
| Fiduciary Trust Co | 12,466 | $801.7K | 0.01% | +833+7.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,453 | $801.0K | 0.01% | −787−5.9% | Reduced |
| Pitcairn Wealth Advisors LLC | 12,408 | $798.0K | 0.07% | +12,408 | New |
| Yorktown Management & Research Co Inc | 12,400 | $797.4K | 0.64% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 12,380 | $796.2K | 0.01% | +6,373+106.1% | Added |
| BAM Wealth Management, LLC | 12,255 | $788.1K | 0.57% | +12,255 | New |
| Securian Asset Management, Inc | 12,110 | $778.8K | 0.03% | −9,392−43.7% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $773.0K | 0.00% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 11,999 | $771.7K | 0.05% | −8−0.1% | Reduced |
| Avanza Fonder AB | 11,940 | $767.9K | 0.02% | +11,940 | New |
| Measured Wealth Private Client Group, LLC | 11,859 | $762.7K | 0.20% | +435+3.8% | Added |
| GAMMA Investing LLC | 11,783 | $757.8K | 0.04% | +344+3.0% | Added |
| Mount Yale Investment Advisors, LLC | 11,783 | $757.7K | 0.04% | +8,321+240.4% | Added |
| Clark Financial Services Group Inc | 10,470 | $749.3K | 0.40% | −845−7.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 11,483 | $738.5K | 0.02% | +143+1.3% | Added |
| International Assets Investment Management, LLC | 11,445 | $736.0K | 0.05% | +7,061+161.1% | Added |
| Patten Group, Inc. | 11,378 | $731.7K | 0.14% | +11,378 | New |
| Navellier & Associates Inc | 11,302 | $726.8K | 0.08% | −4,113−26.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,285 | $725.7K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11,281 | $725.5K | 0.01% | +2,018+21.8% | Added |
| Gsa Capital Partners LLP | 11,229 | $722.0K | 0.06% | −1,022−8.3% | Reduced |
| R Squared Ltd | 11,213 | $721.1K | 0.34% | +2,192+24.3% | Added |
| Skopos Labs, Inc. | 11,023 | $720.3K | 0.03% | +7,305+196.5% | Added |
| E. Ohman J:or Asset Management AB | 11,195 | $720.0K | 0.02% | +11,195 | New |
| SG Trading Solutions, LLC | 11,166 | $718.0K | 0.17% | +11,166 | New |
| EverSource Wealth Advisors, LLC | 11,061 | $711.3K | 0.03% | +3,512+46.5% | Added |
| Malaga Cove Capital, LLC | 11,040 | $710.0K | 0.25% | +570+5.4% | Added |
| Integrated Wealth Concepts LLC | 11,021 | $708.7K | 0.01% | +4,460+68.0% | Added |
| Heritage Family Offices, LLP | 10,906 | $701.4K | 0.32% | −1,053−8.8% | Reduced |
| Silphium Asset Management Ltd | 10,847 | $697.6K | 0.30% | +10,847 | New |
| Jupiter Asset Management Ltd | 10,795 | $694.2K | 0.01% | +10,795 | New |
| Fayez Sarofim & Co | 10,736 | $690.4K | 0.00% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 10,673 | $686.4K | 0.01% | +6,599+162.0% | Added |
| Oppenheimer & Co Inc | 10,666 | $685.9K | 0.01% | −11,908−52.8% | Reduced |
| Morningstar Investment Management LLC | 10,449 | $672.0K | 0.04% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 10,395 | $668.7K | 0.01% | −1,043−9.1% | Reduced |
| Everpar Advisors LLC | 10,317 | $663.5K | 0.25% | −5,579−35.1% | Reduced |
| Venturi Wealth Management, LLC | 10,315 | $663.3K | 0.03% | −3,231−23.9% | Reduced |
| Aigen Investment Management, LP | 10,206 | $656.3K | 0.15% | +10,206 | New |
| Crewe Advisors LLC | 10,192 | $655.4K | 0.06% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 10,114 | $650.4K | 0.38% | −107−1.0% | Reduced |
| CAPROCK Group, Inc. | 10,053 | $646.5K | 0.01% | −103−1.0% | Reduced |
| Joel Isaacson & Co., LLC | 9,959 | $640.5K | 0.02% | +12+0.1% | Added |
| Ameliora Wealth Management Ltd. | 9,955 | $640.2K | 0.20% | +528+5.6% | Added |
| Exchange Traded Concepts, LLC | 9,953 | $640.1K | 0.01% | +1,333+15.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 9,948 | $639.8K | 0.01% | 00.0% | Unchanged |
| Mount Lucas Management LP | 9,892 | $636.2K | 0.28% | −174−1.7% | Reduced |
| Canada Post Corp Registered Pension Plan | 9,860 | $634.1K | 0.02% | +2,360+31.5% | Added |
| Ci Investments Inc. | 9,824 | $631.8K | 0.00% | +7,922+416.5% | Added |
| HB Wealth Management, LLC | 9,776 | $628.7K | 0.00% | +723+8.0% | Added |
| Studio Investment Management LLC | 9,755 | $627.3K | 0.11% | −787−7.5% | Reduced |
| Wright Investors Service Inc | 9,612 | $618.1K | 0.19% | −23−0.2% | Reduced |
| XTX Topco Ltd | 9,506 | $611.3K | 0.02% | −6,759−41.6% | Reduced |
| Brevan Howard Capital Management LP | 9,318 | $599.2K | 0.01% | −34,778−78.9% | Reduced |
| Lido Advisors, LLC | 8,736 | $598.8K | 0.00% | +70+0.8% | Added |
| Fisher Asset Management, LLC | 9,260 | $595.6K | 0.00% | +1,496+19.3% | Added |
| FourThought Financial Partners, LLC | 9,245 | $594.6K | 0.05% | +172+1.9% | Added |
| University of Texas/Texas Am Investment Managment Co | 9,161 | $589.1K | 0.08% | +8,724+1,996.3% | Added |
| Callan Family Office, LLC | 9,148 | $588.3K | 0.01% | +2,836+44.9% | Added |
| Thrive Wealth Management, LLC | 9,112 | $586.0K | 0.09% | +162+1.8% | Added |
| Smith Group Asset Management, LLC | 9,094 | $584.8K | 0.03% | +3,473+61.8% | Added |
| TownSquare Capital, LLC | 8,988 | $578.0K | 0.13% | +8,988 | New |
| Strategic Investment Advisors | 8,963 | $576.4K | 0.05% | −544−5.7% | Reduced |
| Revisor Wealth Management LLC | 7,459 | $575.3K | 0.15% | −3,666−33.0% | Reduced |
| Park Capital Management, LLC | 8,915 | $573.3K | 0.41% | 00.0% | Unchanged |
| ArrowMark Colorado Holdings LLC | 8,800 | $565.9K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 8,746 | $562.4K | 0.01% | +453+5.5% | Added |
| Raleigh Capital Management Inc. | 8,696 | $559.2K | 0.20% | −1,229−12.4% | Reduced |
| Heartland Advisors Inc | 8,631 | $555.1K | 0.03% | −171−1.9% | Reduced |
| Inceptionr LLC | 8,516 | $547.7K | 0.15% | −3,583−29.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,453 | $543.6K | 0.01% | +4,945+141.0% | Added |
| Putney Financial Group LLC | 8,440 | $542.8K | 0.51% | 00.0% | Unchanged |
| Prudential PLC | 8,412 | $541.0K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 8,387 | $539.4K | 0.04% | +1,275+17.9% | Added |
| Park Avenue Securities LLC | 8,356 | $537.0K | 0.00% | −564−6.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 8,287 | $532.9K | 0.02% | +165+2.0% | Added |
| Severin Investments, LLC | 8,229 | $529.2K | 0.47% | −1,460−15.1% | Reduced |
| Forefront Wealth Partners, LLC | 8,175 | $525.8K | 0.25% | +169+2.1% | Added |
| Fairfield Financial Advisors, LTD | 8,103 | $521.1K | 0.17% | +1,623+25.0% | Added |
| Bartlett & Co. Wealth Management LLC | 8,000 | $514.5K | 0.01% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 7,995 | $514.2K | 0.01% | −5,981−42.8% | Reduced |
| Wedmont Private Capital | 7,099 | $506.4K | 0.02% | +232+3.4% | Added |
| Great Lakes Advisors, LLC | 7,807 | $502.1K | 0.00% | −8−0.1% | Reduced |
| Counterpoint Mutual Funds LLC | 7,788 | $500.8K | 0.04% | +7,788 | New |
| Bannerstone Capital Management, LLC | 7,703 | $495.4K | 0.47% | +7,703 | New |
| Bridgefront Capital, LLC | 7,670 | $493.3K | 0.12% | +407+5.6% | Added |
| Wealth Alliance | 7,666 | $493.0K | 0.05% | +354+4.8% | Added |
| Merit Financial Group, LLC | 7,661 | $492.7K | 0.00% | +1,437+23.1% | Added |
| Deltec Asset Management LLC | 7,630 | $490.7K | 0.08% | +7,630 | New |