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 |
|---|---|---|---|---|---|
| Wealth Watch Advisors, INC | 1,650 | $106.1K | 0.04% | +361+28.0% | Added |
| Activest Wealth Management | 1,637 | $105.3K | 0.02% | −25−1.5% | Reduced |
| DT Investment Partners, LLC | 1,556 | $100.1K | 0.01% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,530 | $98.4K | 0.10% | +1,530 | New |
| Westpac Banking Corp | 1,520 | $97.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,489 | $95.8K | 0.00% | +1,041+232.4% | Added |
| Greenline Wealth Management LLC | 1,463 | $94.1K | 0.10% | +1,463 | New |
| Cullen/Frost Bankers, Inc. | 1,427 | $91.7K | 0.00% | −35−2.4% | Reduced |
| Massmutual Trust Co FSB | 1,353 | $87.0K | 0.00% | −97−6.7% | Reduced |
| Bayforest Capital Ltd | 1,310 | $84.2K | 0.06% | −5,137−79.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,307 | $84.1K | 0.08% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1,295 | $83.3K | 0.00% | +115+9.7% | Added |
| Valued Wealth Advisors LLC | 1,290 | $83.0K | 0.04% | +1,194+1,243.8% | Added |
| Smartleaf Asset Management LLC | 1,267 | $82.4K | 0.00% | −383−23.2% | Reduced |
| Rosenberg Matthew Hamilton | 1,224 | $78.7K | 0.02% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 1,213 | $78.0K | 0.05% | +1,213 | New |
| Strategic Wealth Partners, Ltd. | 1,212 | $77.9K | 0.01% | 00.0% | Unchanged |
| Intact Investment Management Inc. | 1,200 | $77.2K | 0.00% | +1,200 | New |
| Covestor Ltd | 1,157 | $74.0K | 0.04% | −433−27.2% | Reduced |
| Sentry Investment Management LLC | 1,153 | $74.0K | 0.05% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,130 | $72.7K | 0.01% | −61−5.1% | Reduced |
| Adirondack Trust Co | 1,000 | $64.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 989 | $63.6K | 0.00% | −219−18.1% | Reduced |
| Creative Financial Designs Inc | 940 | $60.5K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 788 | $58.8K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 896 | $57.6K | 0.04% | +896 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 815 | $52.4K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 814 | $52.4K | 0.02% | +1+0.1% | Added |
| City Holding Co | 800 | $51.4K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 800 | $51.4K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 790 | $51.0K | 0.00% | −82−9.4% | Reduced |
| Elyxium Wealth, LLC | 782 | $50.3K | 0.01% | +782 | New |
| Smithfield Trust Co | 764 | $50.0K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 768 | $49.4K | 0.01% | −251−24.6% | Reduced |
| Rialto Wealth Management, LLC | 766 | $49.3K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 672 | $43.2K | 0.00% | +472+236.0% | Added |
| Clear Street Markets LLC | 662 | $42.6K | 0.01% | −106−13.8% | Reduced |
| N.E.W. Advisory Services LLC | 632 | $40.6K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 631 | $40.6K | 0.01% | −89−12.4% | Reduced |
| DV Equities, LLC | 625 | $40.2K | 0.01% | +625 | New |
| CX Institutional | 612 | $39.0K | 0.00% | +612 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 598 | $38.5K | 0.01% | +598 | New |
| Private Wealth Asset Management, LLC | 580 | $37.3K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 576 | $37.0K | 0.02% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 510 | $32.8K | 0.01% | +510 | New |
| ORG Partners LLC | 499 | $32.1K | 0.01% | −67−11.8% | Reduced |
| Tucker Asset Management LLC | 491 | $31.6K | 0.01% | +491 | New |
| SHP Wealth Management | 489 | $31.4K | 0.00% | +489 | New |
| Contravisory Investment Management, Inc. | 484 | $31.1K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 476 | $30.6K | 0.02% | +476 | New |
| Tobam | 472 | $30.0K | 0.01% | +472 | New |
| IMA Wealth, Inc. | 455 | $29.3K | 0.00% | +178+64.3% | Added |
| Capital Analysts, LLC | 447 | $29.0K | 0.00% | −17−3.7% | Reduced |
| West Branch Capital LLC | 420 | $27.0K | 0.01% | 00.0% | Unchanged |
| Reflection Asset Management | 412 | $26.5K | 0.02% | +412 | New |
| Sunrise Financial Services, LLC | 404 | $26.0K | 0.02% | +404 | New |
| Murphy & Mullick Capital Management Corp | 400 | $25.7K | 0.02% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 400 | $25.7K | 0.00% | +121+43.4% | Added |
| American National Bank | 384 | $24.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 380 | $24.4K | 0.00% | −156−29.1% | Reduced |
| Westend Capital Management, LLC | 379 | $24.4K | 0.01% | +379 | New |
| Wealth Enhancement Trust Services, Inc. | 362 | $23.3K | 0.00% | +362 | New |
| Zions Bancorporation, National Association | 360 | $23.2K | 0.00% | +259+256.4% | Added |
| Coastline Trust Co | 340 | $21.9K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 321 | $20.6K | 0.00% | −30−8.5% | Reduced |
| AdvisorNet Financial, Inc | 317 | $20.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 317 | $20.4K | 0.00% | +10+3.3% | Added |
| MidFirst Bank | 308 | $19.8K | 0.00% | +308 | New |
| Tidemark, LLC | 304 | $19.6K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 301 | $19.4K | 0.00% | +181+150.8% | Added |
| Harbor Investment Advisory, LLC | 300 | $19.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 285 | $18.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 280 | $18.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 266 | $17.1K | 0.00% | −135−33.7% | Reduced |
| CoreCap Advisors, LLC | 258 | $16.6K | 0.00% | +13+5.3% | Added |
| Keating Financial Advisory Services, Inc. | 254 | $16.3K | 0.00% | +254 | New |
| 1015 Capital Partners, LLC | 252 | $16.2K | 0.02% | +252 | New |
| Hollencrest Capital Management | 250 | $16.1K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 247 | $15.9K | 0.02% | +247 | New |
| Aster Capital Management (DIFC) Ltd | 218 | $14.0K | 0.01% | +218 | New |
| IFC & Insurance Marketing, Inc. | 216 | $14.0K | 0.01% | +216 | New |
| First Horizon Corp | 212 | $13.6K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 204 | $13.1K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 200 | $12.9K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 200 | $12.9K | 0.00% | +200 | New |
| Steigerwald, Gordon & Koch Inc. | 196 | $12.6K | 0.00% | +116+145.0% | Added |
| Salomon & Ludwin, LLC | 173 | $12.4K | 0.00% | −13−7.0% | Reduced |
| GW&K Investment Management, LLC | 191 | $12.0K | 0.00% | +191 | New |
| Bruce G. Allen Investments, LLC | 180 | $11.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 178 | $11.4K | 0.00% | +178 | New |
| MCF Advisors LLC | 175 | $11.3K | 0.00% | +175 | New |
| Golden State Wealth Management, LLC | 172 | $11.1K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 161 | $10.4K | 0.01% | +161 | New |
| Caitlin John, LLC | 159 | $10.2K | 0.01% | −25,036−99.4% | Reduced |
| SageView Advisory Group, LLC | 151 | $9.71K | 0.00% | +151 | New |
| JFS Wealth Advisors, LLC | 136 | $8.75K | 0.00% | +28+25.9% | Added |
| Onefund, LLC | 130 | $8.36K | 0.00% | +109+519.0% | Added |
| Colonial Trust Co | 128 | $8.23K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $7.97K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 124 | $7.97K | 0.00% | 00.0% | Unchanged |