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 3 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, Q1 2026
Institutional positions in Interactive Brokers Group, Inc. as of Mar 31, 2026. 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
- 1,001
- +35 vs. Q4 2025
- Shares held
- 379.4M
- +55.1M (+17.0%) vs. Q4 2025
- Total value
- $25.4B
- +$4.56B (+21.8%) vs. Q4 2025
- New holders
- 138
- 404 more added
- Sold out
- 103
- 328 more reduced
14 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,375,037 | $2.10B | 0.04% | −304,805−1.0% | Reduced |
| Vanguard Capital Management LLC | 28,180,361 | $1.89B | 0.05% | +28,180,361 | New |
| State Street Corp | 19,092,105 | $1.28B | 0.04% | +255,584+1.4% | Added |
| Vanguard Portfolio Management LLC | 14,984,545 | $1.01B | 0.05% | +14,984,545 | New |
| FMR LLC | 12,501,284 | $838.5M | 0.04% | +7,692,089+159.9% | Added |
| Cantillon Capital Management LLC | 11,245,881 | $754.3M | 5.01% | −1,514,023−11.9% | Reduced |
| Geode Capital Management, LLC | 10,443,607 | $699.5M | 0.04% | +240,173+2.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,016,215 | $671.8M | 1.97% | −1,190,538−10.6% | Reduced |
| Greenwich Wealth Management LLC | 9,924,043 | $665.6M | 27.17% | +738,935+8.0% | Added |
| Wellington Management Group LLP | 9,774,792 | $655.6M | 0.12% | +1,490,574+18.0% | Added |
| Invesco Ltd. | 9,647,168 | $647.0M | 0.06% | +1,358,789+16.4% | Added |
| Two Sigma Investments, LP | 8,312,971 | $557.6M | 0.46% | +4,786,150+135.7% | Added |
| JPMorgan Chase & Co | 6,723,652 | $428.2M | 0.03% | −717,164−9.6% | Reduced |
| Egerton Capital (UK) LLP | 6,275,179 | $420.9M | 4.67% | −664,402−9.6% | Reduced |
| Bank of America Corp | 6,230,136 | $417.9M | 0.03% | −438,536−6.6% | Reduced |
| Orbis Allan Gray Ltd | 6,118,045 | $410.3M | 1.73% | −3,155,690−34.0% | Reduced |
| London & Capital Asset Management Ltd | 5,915,803 | $396.7M | 4.32% | +54,761+0.9% | Added |
| American Century Companies Inc | 5,744,408 | $385.3M | 0.20% | −18,452−0.3% | Reduced |
| Morgan Stanley | 4,765,572 | $319.6M | 0.02% | +244,926+5.4% | Added |
| 1832 Asset Management L.P. | 4,454,154 | $298.7M | 0.40% | −573,762−11.4% | Reduced |
| Bamco Inc | 4,047,376 | $271.5M | 0.82% | −596,000−12.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 3,931,016 | $263.7M | 1.11% | −882,304−18.3% | Reduced |
| Bessemer Group Inc | 3,922,736 | $263.1M | 0.41% | +2,390,247+156.0% | Added |
| Neuberger Berman Group LLC | 3,733,048 | $249.4M | 0.19% | −883,680−19.1% | Reduced |
| Charles Schwab Investment Management Inc | 3,592,551 | $241.0M | 0.04% | +209,197+6.2% | Added |
| Northern Trust Corp | 3,561,826 | $238.9M | 0.03% | +42,878+1.2% | Added |
| Goldman Sachs Group Inc | 3,221,545 | $216.1M | 0.03% | +702,687+27.9% | Added |
| Capital World Investors | 3,030,920 | $203.3M | 0.03% | +3,030,920 | New |
| Wells Fargo & Company | 2,889,181 | $193.8M | 0.04% | −240,942−7.7% | Reduced |
| Legal & General Group Plc | 2,506,521 | $168.1M | 0.04% | +402,552+19.1% | Added |
| Vanguard Fiduciary Trust Co | 2,489,553 | $167.0M | 0.04% | +2,489,553 | New |
| TD Asset Management Inc | 2,468,900 | $165.6M | 0.13% | +86,939+3.6% | Added |
| Amundi | 2,433,236 | $163.2M | 0.04% | +934,843+62.4% | Added |
| First Trust Advisors LP | 2,299,168 | $154.2M | 0.11% | −336,201−12.8% | Reduced |
| Bank of New York Mellon Corp | 2,282,311 | $153.1M | 0.03% | −248,333−9.8% | Reduced |
| Barclays PLC | 2,266,397 | $152.0M | 0.05% | +577,252+34.2% | Added |
| UBS Group AG | 2,263,352 | $151.8M | 0.03% | −149,759−6.2% | Reduced |
| Progeny 3, Inc. | 2,195,640 | $147.3M | 7.88% | +65,880+3.1% | Added |
| UBS Asset Management Americas Inc | 2,125,652 | $142.6M | 0.03% | +127,385+6.4% | Added |
| KBC Group NV | 2,115,438 | $141.9M | 0.36% | +8,844+0.4% | Added |
| Raymond James Financial Inc | 1,775,579 | $119.1M | 0.04% | −143,722−7.5% | Reduced |
| Jane Street Group, LLC | 1,767,778 | $118.6M | 0.13% | +1,095,209+162.8% | Added |
| Royal Bank of Canada | 1,682,514 | $112.8M | 0.02% | −453,404−21.2% | Reduced |
| FIL Ltd | 1,512,390 | $101.4M | 0.08% | +52,285+3.6% | Added |
| Ensign Peak Advisors, Inc | 1,477,244 | $99.1M | 0.18% | −184,299−11.1% | Reduced |
| Lord, Abbett & Co. LLC | 1,463,821 | $98.2M | 0.32% | +1,325,582+958.9% | Added |
| TimesSquare Capital Management, LLC | 1,450,839 | $97.3M | 1.65% | −6,672−0.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,394,329 | $93.5M | 0.26% | +1,394,329 | New |
| Robeco Institutional Asset Management B.V. | 1,326,843 | $89.0M | 0.13% | −59,108−4.3% | Reduced |
| Ancient Art, L.P. | 1,285,193 | $86.2M | 18.80% | −358,443−21.8% | Reduced |
| Bronte Capital Management Pty Ltd. | 1,281,731 | $86.0M | 9.14% | −204,563−13.8% | Reduced |
| Nuveen, LLC | 1,265,772 | $84.9M | 0.02% | −11,569−0.9% | Reduced |
| Hosking Partners LLP | 1,195,287 | $80.2M | 2.87% | −69,061−5.5% | Reduced |
| Assenagon Asset Management S.A. | 1,192,749 | $80.0M | 0.13% | +1,150,271+2,707.9% | Added |
| Russell Investments Group, Ltd. | 1,140,415 | $76.5M | 0.08% | +186,377+19.5% | Added |
| Bristol Gate Capital Partners Inc. | 1,135,210 | $76.1M | 4.91% | −76,516−6.3% | Reduced |
| AustralianSuper Pty Ltd | 1,129,624 | $75.8M | 0.39% | +500,800+79.6% | Added |
| Empower Advisory Group, LLC | 1,105,919 | $74.2M | 0.19% | −659,449−37.4% | Reduced |
| Price T Rowe Associates Inc | 1,089,744 | $73.1M | 0.01% | +59,951+5.8% | Added |
| Envestnet Asset Management Inc | 1,063,175 | $71.3M | 0.02% | +147,678+16.1% | Added |
| Deutsche Bank AG | 1,060,183 | $71.1M | 0.02% | −593,562−35.9% | Reduced |
| Hengistbury Investment Partners LLP | 1,050,834 | $70.5M | 29.35% | −85,250−7.5% | Reduced |
| Dimensional Fund Advisors LP | 1,050,385 | $70.4M | 0.01% | +47,909+4.8% | Added |
| Oakcliff Capital Partners, LP | 1,030,740 | $69.1M | 30.50% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,001,329 | $67.2M | 0.05% | +68,948+7.4% | Added |
| Vanguard Global Advisers, LLC | 978,498 | $65.6M | 0.04% | +978,498 | New |
| Congress Asset Management Co | 971,529 | $65.2M | 0.47% | +867,934+837.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 935,380 | $62.7M | 0.04% | +75,484+8.8% | Added |
| California Public Employees Retirement System | 930,850 | $62.4M | 0.04% | +55,097+6.3% | Added |
| BNP Paribas Arbitrage, SA | 919,886 | $61.7M | 0.04% | −199,438−17.8% | Reduced |
| National Pension Service | 908,278 | $60.9M | 0.05% | +208,994+29.9% | Added |
| Marshall Wace, LLP | 877,766 | $58.9M | 0.06% | −2,326,481−72.6% | Reduced |
| LPL Financial LLC | 847,227 | $56.8M | 0.02% | +68,484+8.8% | Added |
| HSBC Holdings PLC | 850,275 | $56.8M | 0.03% | −270,264−24.1% | Reduced |
| Citigroup Inc | 807,830 | $54.2M | 0.03% | −184,855−18.6% | Reduced |
| Canada Pension Plan Investment Board | 793,776 | $53.2M | 0.03% | −302,687−27.6% | Reduced |
| Rhumbline Advisers | 766,485 | $51.4M | 0.04% | −4,959−0.6% | Reduced |
| HRT Financial LP | 763,903 | $51.2M | 0.13% | +457,929+149.7% | Added |
| RV Capital GmbH | 757,919 | $51.1M | 13.36% | +5,441+0.7% | Added |
| Panagora Asset Management Inc | 741,281 | $49.7M | 0.19% | −18,687−2.5% | Reduced |
| Citadel Advisors LLC | 736,273 | $49.4M | 0.03% | +85,739+13.2% | Added |
| Vanguard Asset Management, Ltd | 731,388 | $49.1M | 0.04% | +731,388 | New |
| Blue Whale Capital LLP | 714,184 | $47.9M | 2.28% | +140,120+24.4% | Added |
| Compagnie Lombard Odier SCmA | 697,166 | $46.8M | 0.57% | +215,609+44.8% | Added |
| Allspring Global Investments Holdings, LLC | 682,455 | $46.3M | 0.08% | −1,775−0.3% | Reduced |
| Caisse de Depot Et Placement du Quebec | 655,749 | $44.0M | 0.07% | −638,044−49.3% | Reduced |
| Stifel Financial Corp | 649,346 | $43.6M | 0.04% | +7,019+1.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 645,344 | $43.3M | 0.59% | −126,136−16.3% | Reduced |
| California State Teachers Retirement System | 645,032 | $43.3M | 0.05% | −15,908−2.4% | Reduced |
| Bank of Montreal | 605,957 | $40.6M | 0.02% | −37,553−5.8% | Reduced |
| Federated Hermes, Inc. | 596,769 | $40.0M | 0.07% | +15,074+2.6% | Added |
| Millennium Management LLC | 585,800 | $39.3M | 0.03% | −282,651−32.5% | Reduced |
| SEI Investments Co | 564,427 | $37.9M | 0.03% | +179,111+46.5% | Added |
| Victory Capital Management Inc | 556,413 | $37.3M | 0.02% | −64,182−10.3% | Reduced |
| Marathon Asset Mgmt Ltd | 543,043 | $36.4M | 1.40% | +65,601+13.7% | Added |
| Great West Life Assurance Co | 524,847 | $35.3M | 0.06% | +2,573+0.5% | Added |
| Treasurer of the State of North Carolina | 519,215 | $34.8M | 0.11% | +36,584+7.6% | Added |
| Ameriprise Financial Inc | 515,286 | $34.6M | 0.01% | +82,342+19.0% | Added |
| Principal Financial Group Inc | 508,401 | $34.1M | 0.02% | −4,393−0.9% | Reduced |
| Systrade AG | 500,000 | $33.5M | 22.51% | 00.0% | Unchanged |