Interactive Brokers Group, Inc.

IBKR

Exchange: Nasdaq
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0001381197

SEC filings (opens in a new tab)

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, 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.

Institutional holdersQ1 2026: 1,001 institutions

Value heldQ1 2026: $25.4B

Institutions holding IBKR and their total value by quarter
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.

Institutions holding IBKR in Q1 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Parallax Volatility Advisers, L.P.	1	$67	0.00%	−103,071−100.0%	Reduced
Curio Wealth, LLC	1	$67	0.00%	+1	New
Dogwood Wealth Management LLC	3	$201	0.00%	00.0%	Unchanged
HFM Investment Advisors, LLC	3	$201	0.00%	00.0%	Unchanged
Davis Capital Management	4	$268	0.00%	00.0%	Unchanged
Ameriflex Group, Inc.	4	$268	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	4	$269	0.00%	00.0%	Unchanged
TFC Financial Management	4	$269	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	4	$269	0.00%	00.0%	Unchanged
Westfuller Advisors, LLC	11	$738	0.00%	00.0%	Unchanged
Atlantic Private Wealth, LLC	12	$806	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	13	$872	0.00%	+5+62.5%	Added
Ogorek Anthony Joseph	24	$1.00K	0.00%	00.0%	Unchanged
WestEnd Advisors, LLC	15	$1.01K	0.00%	00.0%	Unchanged
Portus Wealth Advisors, LLC	15	$1.01K	0.00%	+15	New
Quaker Wealth Management, LLC	17	$1.14K	0.00%	+1+6.3%	Added
Montag A & Associates Inc	19	$1.28K	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	20	$1.34K	0.00%	00.0%	Unchanged
Financial Management Professionals, Inc.	23	$1.54K	0.00%	+3+15.0%	Added
Hughes Financial Services, LLC	23	$1.54K	0.00%	+11+91.7%	Added
Prestige Wealth Management Group LLC	24	$1.61K	0.00%	00.0%	Unchanged
DiNuzzo Private Wealth, Inc.	25	$1.68K	0.00%	00.0%	Unchanged
Aspect Partners, LLC	26	$1.74K	0.00%	00.0%	Unchanged
TopTier Wealth Management, LLC	26	$1.74K	0.00%	+26	New
Strive Financial Group ,LLC	33	$2.00K	0.00%	00.0%	Unchanged
Principia Wealth Advisory, LLC	30	$2.01K	0.00%	+9+42.9%	Added
Investors Portfolio Services LLC	24	$2.06K	0.00%	00.0%	Unchanged
American Capital Advisory, LLC	31	$2.08K	0.00%	+18+138.5%	Added
Rakuten Securities, Inc.	33	$2.21K	0.00%	−81−71.1%	Reduced
High Note Wealth, LLC	35	$2.35K	0.00%	+27+337.5%	Added
Bogart Wealth, LLC	35	$2.35K	0.00%	+10+40.0%	Added
Investment Counsel Co of Nevada	36	$2.42K	0.01%	00.0%	Unchanged
Orion Capital Management LLC	36	$2.42K	0.00%	00.0%	Unchanged
Raffa Wealth Management, LLC	36	$2.42K	0.00%	+1+2.9%	Added
Manchester Capital Management LLC	36	$2.42K	0.00%	+32+800.0%	Added
Vermillion Wealth Management, Inc.	36	$2.42K	0.00%	+36	New
SJS Investment Consulting Inc.	36	$2.42K	0.00%	+18+100.0%	Added
Financial Consulate, Inc	37	$2.48K	0.00%	+37	New
Triumph Capital Management	44	$2.95K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	44	$3.00K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	44	$3.00K	0.00%	+44	New
TD Capital Management LLC	48	$3.25K	0.00%	00.0%	Unchanged
Atlantic Edge Private Wealth Management, LLC	50	$3.35K	0.00%	+50	New
Osbon Capital Management LLC	52	$3.49K	0.00%	00.0%	Unchanged
Ankerstar Wealth, LLC	52	$3.49K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	54	$3.62K	0.00%	+13+31.7%	Added
HighMark Wealth Management LLC	57	$3.82K	0.00%	+57	New
Kilter Group LLC	59	$3.96K	0.00%	+2+3.5%	Added
South State Corp.	59	$3.96K	0.00%	+15+34.1%	Added
Caldwell Sutter Capital, Inc.	60	$4.02K	0.00%	00.0%	Unchanged
Cromwell Holdings LLC	60	$4.02K	0.00%	00.0%	Unchanged
MCF Advisors LLC	60	$4.03K	0.00%	−115−65.7%	Reduced
Basecamp Wealth Advisors LLC	63	$4.22K	0.00%	00.0%	Unchanged
First United Bank Trust	64	$4.29K	0.00%	00.0%	Unchanged
Essential Partners LLC	68	$4.56K	0.00%	+38+126.7%	Added
Cassaday & Co Wealth Management LLC	69	$4.63K	0.00%	+69	New
Thompson Investment Management, Inc.	72	$4.83K	0.00%	00.0%	Unchanged
Sachetta, LLC	72	$4.83K	0.00%	+37+105.7%	Added
Clear Street Markets LLC	73	$4.90K	0.00%	−589−89.0%	Reduced
UMA Financial Services, Inc.	73	$4.90K	0.00%	+8+12.3%	Added
Avion Wealth	77	$5.00K	0.00%	+24+45.3%	Added
Basepoint Wealth LLC	81	$5.44K	0.00%	−815−91.0%	Reduced
E Fund Management (Hong Kong) Co., Ltd.	82	$5.50K	0.00%	+82	New
Bare Financial Services, Inc	88	$5.90K	0.00%	−26−22.8%	Reduced
Roxbury Financial LLC	89	$5.98K	0.01%	−1−1.1%	Reduced
Sunbelt Securities, Inc.	93	$6.24K	0.00%	00.0%	Unchanged
Boreal Capital Management LLC	100	$6.71K	0.01%	00.0%	Unchanged
Parkside Financial Bank & Trust	100	$6.71K	0.00%	+56+127.3%	Added
Chilton Capital Management LLC	100	$6.71K	0.00%	+100	New
Tower View Investment Management & Research LLC	100	$6.71K	0.00%	+100	New
Hamrick Investment Counsel, llc	100	$6.71K	0.00%	+100	New
McIlrath & Eck, LLC	101	$6.76K	0.00%	00.0%	Unchanged
Keating Financial Advisory Services, Inc.	103	$6.91K	0.00%	−151−59.4%	Reduced
Caitlin John, LLC	103	$6.91K	0.00%	−56−35.2%	Reduced
Addison Advisors LLC	104	$6.98K	0.00%	00.0%	Unchanged
Bell Investment Advisors, Inc	104	$6.98K	0.00%	00.0%	Unchanged
ZRC Wealth Management, LLC	115	$7.71K	0.00%	00.0%	Unchanged
Morton Brown Family Wealth, LLC	116	$7.78K	0.00%	00.0%	Unchanged
Kemnay Advisory Services Inc.	116	$7.78K	0.00%	+9+8.4%	Added
Noble Wealth Management PBC	120	$8.05K	0.00%	00.0%	Unchanged
First Horizon Corp	124	$8.32K	0.00%	−88−41.5%	Reduced
Asset Dedication, LLC	124	$8.32K	0.00%	00.0%	Unchanged
Wolff Wiese Magana LLC	124	$8.32K	0.00%	00.0%	Unchanged
RMG Wealth Management LLC	100	$8.49K	0.00%	00.0%	Unchanged
JPL Wealth Management, LLC	128	$8.59K	0.00%	+128	New
JFS Wealth Advisors, LLC	139	$9.32K	0.00%	+3+2.2%	Added
Colonial Trust Co	145	$9.72K	0.00%	+17+13.3%	Added
Bokf, NA	146	$9.79K	0.00%	+146	New
Timothy G. Youngquist 2020 Irrevocable Trust	155	$10.4K	0.01%	+155	New
Abound Wealth Management	159	$10.7K	0.00%	+47+42.0%	Added
IMG Wealth Management, Inc.	165	$11.1K	0.01%	+165	New
Salomon & Ludwin, LLC	173	$11.7K	0.00%	00.0%	Unchanged
Bruce G. Allen Investments, LLC	180	$12.1K	0.01%	00.0%	Unchanged
Quarry LP	180	$12.1K	0.00%	+180	New
True Wealth Design, LLC	184	$12.3K	0.00%	+98+114.0%	Added
First Command Advisory Services, Inc.	191	$12.8K	0.00%	+191	New
Steigerwald, Gordon & Koch Inc.	196	$13.1K	0.00%	00.0%	Unchanged
Harbor Investment Advisory, LLC	200	$13.4K	0.00%	−100−33.3%	Reduced
Cetera Trust Company, N.A	200	$13.4K	0.01%	00.0%	Unchanged
Cornerstone Planning Group LLC	162	$13.5K	0.00%	+97+149.2%	Added