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 |
|---|---|---|---|---|---|
| Laird Norton Trust Company, LLC | 7,617 | $489.8K | 0.01% | +7,617 | New |
| Costello Asset Management, INC | 7,535 | $484.6K | 0.16% | +980+15.0% | Added |
| Summit Trail Advisors, LLC | 7,489 | $481.6K | 0.01% | +1,150+18.1% | Added |
| Synergy Financial Group, LTD | 7,412 | $476.7K | 0.33% | −593−7.4% | Reduced |
| NorthCrest Asset Manangement, LLC | 6,658 | $476.5K | 0.01% | +6,658 | New |
| Siemens Fonds Invest GmbH | 7,239 | $470.5K | 0.03% | +1,263+21.1% | Added |
| Fox Run Management, L.L.C. | 7,236 | $465.3K | 0.07% | +7,236 | New |
| Richard W. Paul & Associates, LLC | 7,229 | $464.9K | 0.15% | −560−7.2% | Reduced |
| Alps Advisors Inc | 7,219 | $464.3K | 0.00% | +60+0.8% | Added |
| Journey Strategic Wealth LLC | 7,187 | $462.2K | 0.01% | −430−5.6% | Reduced |
| Brady Martz Wealth Solutions, LLC | 7,164 | $460.7K | 0.08% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 7,163 | $460.7K | 0.00% | +3,544+97.9% | Added |
| Motley Fool Asset Management LLC | 7,126 | $458.3K | 0.02% | −124−1.7% | Reduced |
| Custom Index Systems, LLC | 7,117 | $457.7K | 0.20% | −4,640−39.5% | Reduced |
| Leuthold Group, LLC | 7,110 | $457.2K | 0.05% | +10+0.1% | Added |
| EntryPoint Capital, LLC | 7,109 | $457.2K | 0.18% | −2,815−28.4% | Reduced |
| Allworth Financial LP | 7,084 | $455.6K | 0.00% | −279−3.8% | Reduced |
| Qtron Investments LLC | 7,041 | $452.8K | 0.06% | +1,752+33.1% | Added |
| Bank of Nova Scotia Trust Co | 6,996 | $449.9K | 0.04% | +6,996 | New |
| TruNorth Capital Management, LLC | 6,964 | $447.9K | 0.09% | +6,004+625.4% | Added |
| Alta Wealth Advisors LLC | 6,956 | $447.3K | 0.15% | −39−0.6% | Reduced |
| Axxcess Wealth Management, LLC | 6,954 | $447.2K | 0.01% | −3,773−35.2% | Reduced |
| Balyasny Asset Management LLC | 6,877 | $442.3K | 0.00% | +6,877 | New |
| Skba Capital Management LLC | 6,872 | $441.9K | 0.06% | −20−0.3% | Reduced |
| Wellspring Financial Advisors, LLC | 6,856 | $441.5K | 0.03% | +6,856 | New |
| Spirepoint Private Client, LLC | 6,842 | $440.0K | 0.04% | +1,587+30.2% | Added |
| Meyer Handelman Co | 6,800 | $437.3K | 0.01% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,630 | $426.4K | 0.05% | −1,335−16.8% | Reduced |
| Roundview Capital LLC | 6,626 | $426.1K | 0.03% | −506−7.1% | Reduced |
| Ballentine Partners, LLC | 6,612 | $425.2K | 0.01% | −8,777−57.0% | Reduced |
| Koshinski Asset Management, Inc. | 6,552 | $421.4K | 0.03% | +204+3.2% | Added |
| Woodline Partners LP | 6,524 | $419.6K | 0.00% | −52,319−88.9% | Reduced |
| ABLE Financial Group, LLC | 6,480 | $416.7K | 0.08% | −1,603−19.8% | Reduced |
| V-Square Quantitative Management LLC | 6,422 | $413.0K | 0.04% | +6,422 | New |
| Havemeyer Place LP | 6,301 | $405.2K | 0.08% | +6,301 | New |
| Matisse Capital | 6,300 | $405.2K | 0.18% | −6,000−48.8% | Reduced |
| SmartHarvest Portfolios, LLC | 6,276 | $403.6K | 0.14% | +6,276 | New |
| Foundations Investment Advisors, LLC | 6,259 | $402.5K | 0.01% | +6,259 | New |
| CWM, LLC | 6,214 | $400.0K | 0.00% | +1,647+36.1% | Added |
| Citizens Financial Group Inc | 6,197 | $398.5K | 0.01% | +2,361+61.5% | Added |
| Independent Advisor Alliance | 6,169 | $396.7K | 0.01% | +178+3.0% | Added |
| Aureus Asset Management, LLC | 6,116 | $393.3K | 0.03% | 00.0% | Unchanged |
| SummitTX Capital, L.P. | 6,092 | $391.8K | 0.01% | +6,092 | New |
| Commerce Bank | 6,091 | $391.7K | 0.00% | +2,810+85.6% | Added |
| Stephens Inc | 6,076 | $390.7K | 0.00% | +290+5.0% | Added |
| Baader Bank INC | 6,026 | $386.9K | 0.03% | −12,621−67.7% | Reduced |
| Northwest & Ethical Investments L.P. | 5,907 | $384.0K | 0.01% | −2,881−32.8% | Reduced |
| Tema ETFs LLC | 5,965 | $383.6K | 0.03% | −16−0.3% | Reduced |
| Grandview Asset Management LLC | 5,949 | $382.6K | 0.10% | −100−1.7% | Reduced |
| IHT Wealth Management, LLC | 5,928 | $381.2K | 0.01% | −389−6.2% | Reduced |
| United Capital Financial Advisers, LLC | 5,893 | $379.0K | 0.00% | −1,627−21.6% | Reduced |
| Sagespring Wealth Partners, LLC | 5,866 | $377.2K | 0.01% | −473−7.5% | Reduced |
| Gateway Investment Advisers LLC | 5,840 | $375.6K | 0.00% | +5,840 | New |
| Freestone Capital Holdings, LLC | 5,820 | $374.3K | 0.01% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 5,792 | $372.5K | 0.02% | +5,792 | New |
| MAI Capital Management | 5,725 | $368.2K | 0.00% | +4,961+649.3% | Added |
| Leeward Financial Partners, LLC | 5,721 | $367.9K | 0.10% | −1,064−15.7% | Reduced |
| Blueshift Asset Management, LLC | 5,680 | $365.3K | 0.11% | +5,680 | New |
| Fundamentun, LLC | 5,678 | $365.2K | 0.01% | +394+7.5% | Added |
| Fulton Bank, N.A. | 5,674 | $364.9K | 0.01% | −828−12.7% | Reduced |
| Global Financial Private Client, LLC | 5,669 | $364.6K | 0.13% | +5,669 | New |
| Maridea Wealth Management LLC | 5,650 | $363.4K | 0.05% | −3,813−40.3% | Reduced |
| West Family Investments, Inc. | 5,610 | $360.8K | 0.08% | +963+20.7% | Added |
| Premier Path Wealth Partners, LLC | 5,590 | $359.5K | 0.05% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 5,508 | $354.2K | 0.17% | +5,508 | New |
| Ponta Wealth Partners, LLC | 5,466 | $351.5K | 0.33% | +5,466 | New |
| Graham Capital Management, L.P. | 5,429 | $349.1K | 0.01% | −4,978−47.8% | Reduced |
| Advisor Resource Council | 4,600 | $346.2K | 0.12% | +4,600 | New |
| Integrated Advisors Network LLC | 5,359 | $344.6K | 0.02% | −152−2.8% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 4,620 | $344.6K | 0.05% | +1,175+34.1% | Added |
| Commons Capital, LLC | 5,355 | $344.4K | 0.24% | −15−0.3% | Reduced |
| Harvest Fund Management Co., Ltd | 5,324 | $342.0K | 0.01% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 5,288 | $340.1K | 0.06% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 5,215 | $335.4K | 0.00% | +5,215 | New |
| GTS Securities LLC | 5,202 | $334.5K | 0.01% | +5,202 | New |
| U.S. Capital Wealth Advisors, LLC | 5,181 | $333.2K | 0.01% | +170+3.4% | Added |
| Stevens Capital Management LP | 5,173 | $333.0K | 0.12% | +5,173 | New |
| Profund Advisors LLC | 5,150 | $331.2K | 0.01% | −1,205−19.0% | Reduced |
| Apollon Wealth Management, LLC | 5,115 | $329.0K | 0.01% | +519+11.3% | Added |
| Alphadyne Asset Management LP | 5,044 | $324.4K | 0.03% | +5,044 | New |
| Simplicity Wealth,LLC | 5,013 | $322.4K | 0.02% | +1,153+29.9% | Added |
| Robinson Smith Wealth Advisors LLC | 5,011 | $322.3K | 0.22% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 5,008 | $322.1K | 0.00% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 5,000 | $321.6K | 0.04% | +5,000 | New |
| Fullerton Fund Management Co Ltd. | 4,919 | $316.3K | 0.01% | −28,308−85.2% | Reduced |
| Fidelis Capital Partners, LLC | 4,910 | $315.8K | 0.02% | −50−1.0% | Reduced |
| Hilltop Holdings Inc. | 4,892 | $314.6K | 0.02% | −2,036−29.4% | Reduced |
| Legacy Wealth Advisors, LLC | 4,802 | $308.8K | 0.20% | +4,802 | New |
| Meeder Advisory Services, Inc. | 4,776 | $307.2K | 0.01% | +127+2.7% | Added |
| Atticus Wealth Management, LLC | 4,765 | $306.4K | 0.08% | +5+0.1% | Added |
| Leo Wealth, LLC | 4,755 | $305.8K | 0.02% | +4,755 | New |
| Capstone Investment Advisors, LLC | 4,644 | $298.7K | 0.00% | +607+15.0% | Added |
| Nemes Rush Group LLC | 4,637 | $298.2K | 0.03% | −2,377−33.9% | Reduced |
| Principal Securities, Inc. | 4,627 | $297.6K | 0.00% | +116+2.6% | Added |
| Armistice Capital, LLC | 4,582 | $294.7K | 0.01% | +4,582 | New |
| PUREfi Wealth, LLC | 4,550 | $292.6K | 0.22% | −4−0.1% | Reduced |
| Legato Capital Management LLC | 4,502 | $289.5K | 0.02% | +4,502 | New |
| HBK Sorce Advisory LLC | 3,861 | $288.0K | 0.01% | +768+24.8% | Added |
| Insigneo Advisory Services, LLC | 4,464 | $287.1K | 0.02% | +1,251+38.9% | Added |
| Net Worth Advisory Group | 4,421 | $284.3K | 0.06% | +20.0% | Added |