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 |
|---|---|---|---|---|---|
| Index Technologies Group LLC | 4,366 | $280.8K | 0.29% | +4,366 | New |
| Midwest Professional Planners, LTD. | 4,358 | $280.2K | 0.07% | −791−15.4% | Reduced |
| Aaron Wealth Advisors | 4,342 | $279.2K | 0.02% | +189+4.6% | Added |
| RSM US Wealth Management LLC | 4,235 | $275.3K | 0.00% | −25−0.6% | Reduced |
| Blair William & Co | 4,256 | $273.7K | 0.00% | −148−3.4% | Reduced |
| Howe & Rusling Inc | 4,218 | $271.3K | 0.02% | −209−4.7% | Reduced |
| Prelude Capital Management, LLC | 4,203 | $270.3K | 0.02% | +4,203 | New |
| Cigna Investments Inc | 4,188 | $269.0K | 0.04% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 4,162 | $267.7K | 0.07% | +4,162 | New |
| Ieq Capital, LLC | 4,104 | $263.9K | 0.00% | +4,104 | New |
| Scientech Research LLC | 4,071 | $261.8K | 0.16% | −7,736−65.5% | Reduced |
| Marex Group plc | 4,060 | $261.1K | 0.00% | +947+30.4% | Added |
| Hazlett, Burt & Watson, Inc. | 4,041 | $260.0K | 0.08% | +643+18.9% | Added |
| Intesa Sanpaolo S.p.A. | 4,000 | $259.4K | 0.02% | +4,000 | New |
| Hantz Financial Services, Inc. | 4,000 | $257.0K | 0.00% | −86−2.1% | Reduced |
| Penserra Capital Management LLC | 4,026 | $257.0K | 0.00% | +964+31.5% | Added |
| Ameritas Investment Partners, Inc. | 3,986 | $256.3K | 0.01% | −134−3.3% | Reduced |
| Citizens Business Bank | 3,984 | $256.2K | 0.04% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 3,936 | $255.8K | 0.00% | +314+8.7% | Added |
| Meadow Creek Wealth Advisors LLC | 3,974 | $255.6K | 0.16% | −310−7.2% | Reduced |
| Bullock Wealth Management Group | 3,948 | $253.9K | 0.12% | +3,756+1,956.3% | Added |
| Valeo Financial Advisors, LLC | 3,947 | $253.8K | 0.01% | +470+13.5% | Added |
| Clearstead Advisors, LLC | 3,927 | $252.5K | 0.00% | +1,843+88.4% | Added |
| Facet Wealth, Inc. | 3,330 | $251.2K | 0.00% | −1,025−23.5% | Reduced |
| Signaturefd, LLC | 3,900 | $250.8K | 0.00% | +226+6.2% | Added |
| TABR Capital Management, LLC | 3,878 | $249.4K | 0.17% | +414+12.0% | Added |
| City National Bank of Florida | 3,860 | $248.2K | 0.16% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 3,847 | $247.4K | 0.01% | −42−1.1% | Reduced |
| Meadowbrook Advisors Group, LLC | 3,845 | $247.3K | 0.14% | +3,845 | New |
| Keybank National Association | 3,832 | $246.4K | 0.00% | +244+6.8% | Added |
| Fiduciary Financial Group, LLC | 3,827 | $246.1K | 0.03% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 3,820 | $245.7K | 0.03% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 3,818 | $245.5K | 0.00% | +396+11.6% | Added |
| Archer Investment Corp | 3,808 | $244.9K | 0.06% | 00.0% | Unchanged |
| Golden State Equity Partners | 3,802 | $244.5K | 0.04% | +3,802 | New |
| Adviser Investments LLC | 3,798 | $244.2K | 0.00% | +3,798 | New |
| CVA Family Office, LLC | 3,780 | $243.1K | 0.03% | +8+0.2% | Added |
| Algert Global LLC | 3,720 | $239.2K | 0.00% | +3,720 | New |
| Fieldview Capital Management, LLC | 3,709 | $238.5K | 0.04% | +3,709 | New |
| Sigma Planning Corp | 3,706 | $238.3K | 0.01% | −11−0.3% | Reduced |
| LGT Fund Management Co Ltd. | 3,650 | $237.3K | 0.02% | 00.0% | Unchanged |
| Wexford Capital LP | 3,686 | $237.1K | 0.06% | −1,077−22.6% | Reduced |
| Mariner, LLC | 3,644 | $236.2K | 0.00% | −23,230−86.4% | Reduced |
| Prospera Financial Services Inc | 3,663 | $235.6K | 0.00% | +98+2.7% | Added |
| Rehmann Capital Advisory Group | 3,663 | $235.6K | 0.01% | +6+0.2% | Added |
| Cornerstone Capital, Inc. | 3,600 | $231.5K | 0.02% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 3,578 | $230.1K | 0.10% | −44−1.2% | Reduced |
| Strategic Blueprint, LLC | 3,538 | $227.5K | 0.01% | −175−4.7% | Reduced |
| Modern Wealth Management, LLC | 3,533 | $227.2K | 0.00% | +3,533 | New |
| KG&L Capital Management,LLC | 3,497 | $224.9K | 0.06% | 00.0% | Unchanged |
| LRI Investments, LLC | 3,496 | $224.8K | 0.02% | +236+7.2% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,472 | $223.3K | 0.01% | +3,472 | New |
| Wealthspire Advisors, LLC | 3,429 | $220.5K | 0.00% | +1,461+74.2% | Added |
| Integrity Advisory Solutions, LLC | 3,405 | $219.0K | 0.03% | +46+1.4% | Added |
| Patton Fund Management, Inc. | 3,385 | $217.7K | 0.03% | −748−18.1% | Reduced |
| Aspen Grove Capital, LLC | 3,377 | $217.2K | 0.04% | +249+8.0% | Added |
| Los Angeles Capital Management LLC | 3,160 | $216.5K | 0.00% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 3,365 | $216.4K | 0.02% | +328+10.8% | Added |
| Norden Group LLC | 3,360 | $216.1K | 0.02% | −1,127−25.1% | Reduced |
| Eagle Bay Advisors LLC | 3,340 | $214.8K | 0.16% | −131−3.8% | Reduced |
| Essex Financial Services, Inc. | 3,334 | $214.4K | 0.01% | −319−8.7% | Reduced |
| Belpointe Asset Management LLC | 3,325 | $213.9K | 0.01% | −115−3.3% | Reduced |
| Evolve Private Wealth, LLC | 3,313 | $213.1K | 0.01% | +3,313 | New |
| Syon Capital LLC | 3,309 | $212.8K | 0.01% | +3,309 | New |
| Zacks Investment Management | 3,293 | $211.8K | 0.00% | −946−22.3% | Reduced |
| Vicus Capital | 3,278 | $210.8K | 0.02% | −2,664−44.8% | Reduced |
| Acadian Asset Management LLC | 3,266 | $210.0K | 0.00% | −4,878−59.9% | Reduced |
| Forum Financial Management, LP | 3,258 | $209.5K | 0.00% | −2−0.1% | Reduced |
| VestGen Advisors, LLC | 3,255 | $209.3K | 0.01% | −440−11.9% | Reduced |
| Voya Financial Advisors, Inc. | 3,189 | $208.4K | 0.02% | +10.0% | Added |
| Curated Wealth Partners LLC | 3,208 | $206.3K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,200 | $205.8K | 0.20% | 00.0% | Unchanged |
| Capital Asset Advisory Services LLC | 2,823 | $205.7K | 0.01% | −123−4.2% | Reduced |
| Abel Hall, LLC | 3,162 | $203.3K | 0.05% | +3,162 | New |
| CIBC Private Wealth Group, LLC | 2,987 | $192.1K | 0.00% | +107+3.7% | Added |
| Assetmark, Inc | 2,961 | $190.4K | 0.00% | −98−3.2% | Reduced |
| Quent Capital, LLC | 2,919 | $187.7K | 0.01% | +10.0% | Added |
| Whittier Trust Co of Nevada Inc | 2,572 | $187.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,716 | $174.7K | 0.00% | −1,168−30.1% | Reduced |
| Anchor Investment Management, LLC | 2,702 | $173.8K | 0.01% | +25+0.9% | Added |
| Larson Financial Group LLC | 2,539 | $163.3K | 0.01% | −68−2.6% | Reduced |
| Itau Unibanco Holding S.A. | 2,500 | $162.5K | 0.00% | +2,500 | New |
| GHP Investment Advisors, Inc. | 2,501 | $160.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 2,411 | $155.1K | 0.00% | +133+5.8% | Added |
| United Community Bank | 2,370 | $152.4K | 0.06% | +2,370 | New |
| Ossiam | 2,280 | $146.6K | 0.00% | −10,120−81.6% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 2,200 | $141.5K | 0.04% | +2,200 | New |
| Whittier Trust Co | 1,920 | $139.9K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2,075 | $133.4K | 0.07% | +2,075 | New |
| Private Trust Co NA | 2,021 | $130.0K | 0.01% | +31+1.6% | Added |
| SRS Capital Advisors, Inc. | 2,018 | $129.8K | 0.00% | −139−6.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,936 | $124.5K | 0.03% | −111−5.4% | Reduced |
| Accent Capital Management, LLC | 1,920 | $123.5K | 0.05% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,884 | $121.2K | 0.02% | +200+11.9% | Added |
| NVWM, LLC | 1,800 | $115.8K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 1,763 | $113.4K | 0.01% | −584−24.9% | Reduced |
| Parallel Advisors, LLC | 1,756 | $113.0K | 0.00% | +301+20.7% | Added |
| Quattro Advisors LLC | 1,751 | $112.6K | 0.09% | +1,751 | New |
| Trust Co of Toledo NA | 1,744 | $112.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,693 | $108.9K | 0.00% | −738−30.4% | Reduced |