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, 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 |
|---|---|---|---|---|---|
| Systrade AG | 500,000 | $33.5M | 22.51% | 00.0% | Unchanged |
| Principal Financial Group Inc | 508,401 | $34.1M | 0.02% | −4,393−0.9% | Reduced |
| Ameriprise Financial Inc | 515,286 | $34.6M | 0.01% | +82,342+19.0% | Added |
| Treasurer of the State of North Carolina | 519,215 | $34.8M | 0.11% | +36,584+7.6% | Added |
| Great West Life Assurance Co | 524,847 | $35.3M | 0.06% | +2,573+0.5% | Added |
| Marathon Asset Mgmt Ltd | 543,043 | $36.4M | 1.40% | +65,601+13.7% | Added |
| Victory Capital Management Inc | 556,413 | $37.3M | 0.02% | −64,182−10.3% | Reduced |
| SEI Investments Co | 564,427 | $37.9M | 0.03% | +179,111+46.5% | Added |
| Millennium Management LLC | 585,800 | $39.3M | 0.03% | −282,651−32.5% | Reduced |
| Federated Hermes, Inc. | 596,769 | $40.0M | 0.07% | +15,074+2.6% | Added |
| Bank of Montreal | 605,957 | $40.6M | 0.02% | −37,553−5.8% | Reduced |
| California State Teachers Retirement System | 645,032 | $43.3M | 0.05% | −15,908−2.4% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 645,344 | $43.3M | 0.59% | −126,136−16.3% | Reduced |
| Stifel Financial Corp | 649,346 | $43.6M | 0.04% | +7,019+1.1% | Added |
| Caisse de Depot Et Placement du Quebec | 655,749 | $44.0M | 0.07% | −638,044−49.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 682,455 | $46.3M | 0.08% | −1,775−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 697,166 | $46.8M | 0.57% | +215,609+44.8% | Added |
| Blue Whale Capital LLP | 714,184 | $47.9M | 2.28% | +140,120+24.4% | Added |
| Vanguard Asset Management, Ltd | 731,388 | $49.1M | 0.04% | +731,388 | New |
| Citadel Advisors LLC | 736,273 | $49.4M | 0.03% | +85,739+13.2% | Added |
| Panagora Asset Management Inc | 741,281 | $49.7M | 0.19% | −18,687−2.5% | Reduced |
| RV Capital GmbH | 757,919 | $51.1M | 13.36% | +5,441+0.7% | Added |
| HRT Financial LP | 763,903 | $51.2M | 0.13% | +457,929+149.7% | Added |
| Rhumbline Advisers | 766,485 | $51.4M | 0.04% | −4,959−0.6% | Reduced |
| Canada Pension Plan Investment Board | 793,776 | $53.2M | 0.03% | −302,687−27.6% | Reduced |
| Citigroup Inc | 807,830 | $54.2M | 0.03% | −184,855−18.6% | Reduced |
| HSBC Holdings PLC | 850,275 | $56.8M | 0.03% | −270,264−24.1% | Reduced |
| LPL Financial LLC | 847,227 | $56.8M | 0.02% | +68,484+8.8% | Added |
| Marshall Wace, LLP | 877,766 | $58.9M | 0.06% | −2,326,481−72.6% | Reduced |
| National Pension Service | 908,278 | $60.9M | 0.05% | +208,994+29.9% | Added |
| BNP Paribas Arbitrage, SA | 919,886 | $61.7M | 0.04% | −199,438−17.8% | Reduced |
| California Public Employees Retirement System | 930,850 | $62.4M | 0.04% | +55,097+6.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 935,380 | $62.7M | 0.04% | +75,484+8.8% | Added |
| Congress Asset Management Co | 971,529 | $65.2M | 0.47% | +867,934+837.8% | Added |
| Vanguard Global Advisers, LLC | 978,498 | $65.6M | 0.04% | +978,498 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,001,329 | $67.2M | 0.05% | +68,948+7.4% | Added |
| Oakcliff Capital Partners, LP | 1,030,740 | $69.1M | 30.50% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 1,050,385 | $70.4M | 0.01% | +47,909+4.8% | Added |
| Hengistbury Investment Partners LLP | 1,050,834 | $70.5M | 29.35% | −85,250−7.5% | Reduced |
| Deutsche Bank AG | 1,060,183 | $71.1M | 0.02% | −593,562−35.9% | Reduced |
| Envestnet Asset Management Inc | 1,063,175 | $71.3M | 0.02% | +147,678+16.1% | Added |
| Price T Rowe Associates Inc | 1,089,744 | $73.1M | 0.01% | +59,951+5.8% | Added |
| Empower Advisory Group, LLC | 1,105,919 | $74.2M | 0.19% | −659,449−37.4% | Reduced |
| AustralianSuper Pty Ltd | 1,129,624 | $75.8M | 0.39% | +500,800+79.6% | Added |
| Bristol Gate Capital Partners Inc. | 1,135,210 | $76.1M | 4.91% | −76,516−6.3% | Reduced |
| Russell Investments Group, Ltd. | 1,140,415 | $76.5M | 0.08% | +186,377+19.5% | Added |
| Assenagon Asset Management S.A. | 1,192,749 | $80.0M | 0.13% | +1,150,271+2,707.9% | Added |
| Hosking Partners LLP | 1,195,287 | $80.2M | 2.87% | −69,061−5.5% | Reduced |
| Nuveen, LLC | 1,265,772 | $84.9M | 0.02% | −11,569−0.9% | Reduced |
| Bronte Capital Management Pty Ltd. | 1,281,731 | $86.0M | 9.14% | −204,563−13.8% | Reduced |
| Ancient Art, L.P. | 1,285,193 | $86.2M | 18.80% | −358,443−21.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,326,843 | $89.0M | 0.13% | −59,108−4.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 1,394,329 | $93.5M | 0.26% | +1,394,329 | New |
| TimesSquare Capital Management, LLC | 1,450,839 | $97.3M | 1.65% | −6,672−0.5% | Reduced |
| Lord, Abbett & Co. LLC | 1,463,821 | $98.2M | 0.32% | +1,325,582+958.9% | Added |
| Ensign Peak Advisors, Inc | 1,477,244 | $99.1M | 0.18% | −184,299−11.1% | Reduced |
| FIL Ltd | 1,512,390 | $101.4M | 0.08% | +52,285+3.6% | Added |
| Royal Bank of Canada | 1,682,514 | $112.8M | 0.02% | −453,404−21.2% | Reduced |
| Jane Street Group, LLC | 1,767,778 | $118.6M | 0.13% | +1,095,209+162.8% | Added |
| Raymond James Financial Inc | 1,775,579 | $119.1M | 0.04% | −143,722−7.5% | Reduced |
| KBC Group NV | 2,115,438 | $141.9M | 0.36% | +8,844+0.4% | Added |
| UBS Asset Management Americas Inc | 2,125,652 | $142.6M | 0.03% | +127,385+6.4% | Added |
| Progeny 3, Inc. | 2,195,640 | $147.3M | 7.88% | +65,880+3.1% | Added |
| UBS Group AG | 2,263,352 | $151.8M | 0.03% | −149,759−6.2% | Reduced |
| Barclays PLC | 2,266,397 | $152.0M | 0.05% | +577,252+34.2% | Added |
| Bank of New York Mellon Corp | 2,282,311 | $153.1M | 0.03% | −248,333−9.8% | Reduced |
| First Trust Advisors LP | 2,299,168 | $154.2M | 0.11% | −336,201−12.8% | Reduced |
| Amundi | 2,433,236 | $163.2M | 0.04% | +934,843+62.4% | Added |
| TD Asset Management Inc | 2,468,900 | $165.6M | 0.13% | +86,939+3.6% | Added |
| Vanguard Fiduciary Trust Co | 2,489,553 | $167.0M | 0.04% | +2,489,553 | New |
| Legal & General Group Plc | 2,506,521 | $168.1M | 0.04% | +402,552+19.1% | Added |
| Wells Fargo & Company | 2,889,181 | $193.8M | 0.04% | −240,942−7.7% | Reduced |
| Capital World Investors | 3,030,920 | $203.3M | 0.03% | +3,030,920 | New |
| Goldman Sachs Group Inc | 3,221,545 | $216.1M | 0.03% | +702,687+27.9% | Added |
| Northern Trust Corp | 3,561,826 | $238.9M | 0.03% | +42,878+1.2% | Added |
| Charles Schwab Investment Management Inc | 3,592,551 | $241.0M | 0.04% | +209,197+6.2% | Added |
| Neuberger Berman Group LLC | 3,733,048 | $249.4M | 0.19% | −883,680−19.1% | Reduced |
| Bessemer Group Inc | 3,922,736 | $263.1M | 0.41% | +2,390,247+156.0% | Added |
| Jacobs Levy Equity Management, Inc | 3,931,016 | $263.7M | 1.11% | −882,304−18.3% | Reduced |
| Bamco Inc | 4,047,376 | $271.5M | 0.82% | −596,000−12.8% | Reduced |
| 1832 Asset Management L.P. | 4,454,154 | $298.7M | 0.40% | −573,762−11.4% | Reduced |
| Morgan Stanley | 4,765,572 | $319.6M | 0.02% | +244,926+5.4% | Added |
| American Century Companies Inc | 5,744,408 | $385.3M | 0.20% | −18,452−0.3% | Reduced |
| London & Capital Asset Management Ltd | 5,915,803 | $396.7M | 4.32% | +54,761+0.9% | Added |
| Orbis Allan Gray Ltd | 6,118,045 | $410.3M | 1.73% | −3,155,690−34.0% | Reduced |
| Bank of America Corp | 6,230,136 | $417.9M | 0.03% | −438,536−6.6% | Reduced |
| Egerton Capital (UK) LLP | 6,275,179 | $420.9M | 4.67% | −664,402−9.6% | Reduced |
| JPMorgan Chase & Co | 6,723,652 | $428.2M | 0.03% | −717,164−9.6% | Reduced |
| Two Sigma Investments, LP | 8,312,971 | $557.6M | 0.46% | +4,786,150+135.7% | Added |
| Invesco Ltd. | 9,647,168 | $647.0M | 0.06% | +1,358,789+16.4% | Added |
| Wellington Management Group LLP | 9,774,792 | $655.6M | 0.12% | +1,490,574+18.0% | Added |
| Greenwich Wealth Management LLC | 9,924,043 | $665.6M | 27.17% | +738,935+8.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10,016,215 | $671.8M | 1.97% | −1,190,538−10.6% | Reduced |
| Geode Capital Management, LLC | 10,443,607 | $699.5M | 0.04% | +240,173+2.4% | Added |
| Cantillon Capital Management LLC | 11,245,881 | $754.3M | 5.01% | −1,514,023−11.9% | Reduced |
| FMR LLC | 12,501,284 | $838.5M | 0.04% | +7,692,089+159.9% | Added |
| Vanguard Portfolio Management LLC | 14,984,545 | $1.01B | 0.05% | +14,984,545 | New |
| State Street Corp | 19,092,105 | $1.28B | 0.04% | +255,584+1.4% | Added |
| Vanguard Capital Management LLC | 28,180,361 | $1.89B | 0.05% | +28,180,361 | New |
| BlackRock, Inc. | 31,375,037 | $2.10B | 0.04% | −304,805−1.0% | Reduced |