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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 83,060 | – | – | +8,312+11.1% | Added |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −4,597,600−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −592,739−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −399,721−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −393,318−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −380,424−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −339,841−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −347,634−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −251,872−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −221,392−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −166,501−100.0% | Sold out |
| Hudson Way Capital Management LLC | 0 | $0 | 0.00% | −156,775−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −119,712−100.0% | Sold out |
| VMS Asset Management Limited | 0 | $0 | 0.00% | −88,690−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −84,957−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −72,686−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −88,690−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −56,104−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −47,079−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −32,610−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −32,400−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −31,800−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −29,525−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −26,923−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −26,874−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −24,975−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −22,781−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −19,954−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −17,633−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −15,656−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −15,640−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −15,345−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,483−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −14,477−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −14,418−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −14,142−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −13,526−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −11,213−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −10,795−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −10,449−100.0% | Sold out |
| Forefront Wealth Partners, LLC | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −7,995−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −7,788−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,670−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −6,658−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −7,219−100.0% | Sold out |
| Brady Martz Wealth Solutions, LLC | 0 | $0 | 0.00% | −7,164−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −7,109−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,877−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −5,610−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,429−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −5,359−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −5,044−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −4,892−100.0% | Sold out |
| Leo Wealth, LLC | 0 | $0 | 0.00% | −4,755−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,644−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −4,582−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,162−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −4,071−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −4,060−100.0% | Sold out |
| Intesa Sanpaolo S.p.A. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Adviser Investments LLC | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −3,578−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −3,325−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −3,162−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Quattro Advisors LLC | 0 | $0 | 0.00% | −1,751−100.0% | Sold out |
| Wealth Watch Advisors, INC | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −1,463−100.0% | Sold out |
| McGuire Capital Advisors Inc | 0 | $0 | 0.00% | −1,213−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −491−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Reflection Asset Management | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Wealth Enhancement Trust Services, Inc. | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −218−100.0% | Sold out |
| IFC & Insurance Marketing, Inc. | 0 | $0 | 0.00% | −216−100.0% | Sold out |
| Commonwealth Retirement Investments LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Howard Hughes Medical Institute | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| EFG International AG | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −49−100.0% | Sold out |