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 |
|---|---|---|---|---|---|
| Trifecta Capital Advisors, LLC | 204 | $13.7K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 208 | $14.0K | 0.02% | +47+29.2% | Added |
| Brown, Lisle/Cummings, Inc. | 215 | $14.4K | 0.00% | +215 | New |
| 1015 Capital Partners, LLC | 225 | $15.1K | 0.01% | −27−10.7% | Reduced |
| Atlantic Union Bankshares Corp | 236 | $15.8K | 0.00% | +236 | New |
| GW&K Investment Management, LLC | 237 | $16.0K | 0.00% | +46+24.1% | Added |
| Hollencrest Capital Management | 251 | $16.8K | 0.00% | +1+0.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 258 | $17.3K | 0.00% | +80+44.9% | Added |
| Innovative Asset Advisors Group, LLC | 266 | $17.8K | 0.01% | +266 | New |
| Newbridge Financial Services Group, Inc. | 267 | $17.9K | 0.00% | +1+0.4% | Added |
| Barnes Dennig Private Wealth Management LLC | 267 | $17.9K | 0.02% | +20+8.1% | Added |
| First Pacific Financial | 269 | $18.0K | 0.00% | +269 | New |
| Y.D. More Investments Ltd | 284 | $19.0K | 0.00% | −37−11.5% | Reduced |
| Farmers & Merchants Investments Inc | 285 | $19.1K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 317 | $21.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 323 | $21.7K | 0.00% | +323 | New |
| Capital Analysts, LLC | 335 | $22.0K | 0.00% | −112−25.1% | Reduced |
| MidFirst Bank | 329 | $22.1K | 0.00% | +21+6.8% | Added |
| Coastline Trust Co | 340 | $22.8K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 349 | $23.4K | 0.01% | +45+14.8% | Added |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 362 | $24.3K | 0.01% | −406−52.9% | Reduced |
| Westend Capital Management, LLC | 379 | $25.4K | 0.01% | 00.0% | Unchanged |
| American National Bank | 384 | $25.8K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 386 | $25.9K | 0.01% | −1,689−81.4% | Reduced |
| Ronald Blue Trust, Inc. | 392 | $26.3K | 0.00% | −280−41.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 400 | $26.8K | 0.02% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 404 | $27.1K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 409 | $27.4K | 0.01% | +409 | New |
| Bryn Mawr Trust Co | 452 | $30.3K | 0.00% | +452 | New |
| CoreCap Advisors, LLC | 467 | $31.3K | 0.00% | +209+81.0% | Added |
| IMA Wealth, Inc. | 470 | $31.5K | 0.00% | +15+3.3% | Added |
| Entrust Financial LLC | 470 | $31.5K | 0.02% | −6−1.3% | Reduced |
| Rothschild Investment LLC | 470 | $31.5K | 0.00% | +358+319.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 475 | $31.9K | 0.01% | −340−41.7% | Reduced |
| Contravisory Investment Management, Inc. | 484 | $32.5K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 520 | $34.9K | 0.00% | +31+6.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 534 | $35.8K | 0.01% | +456+584.6% | Added |
| Private Wealth Asset Management, LLC | 572 | $38.4K | 0.00% | −8−1.4% | Reduced |
| LFA - Lugano Financial Advisors SA | 576 | $38.6K | 0.02% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 598 | $40.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 598 | $40.1K | 0.00% | +297+98.7% | Added |
| Park Place Capital Corp | 608 | $40.8K | 0.01% | +608 | New |
| N.E.W. Advisory Services LLC | 632 | $42.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 668 | $44.8K | 0.00% | +308+85.6% | Added |
| Fortitude Family Office, LLC | 673 | $45.1K | 0.01% | +42+6.7% | Added |
| Wall Street Financial Group, Inc. | 716 | $48.0K | 0.03% | +716 | New |
| Rialto Wealth Management, LLC | 775 | $52.0K | 0.01% | +9+1.2% | Added |
| Sittner & Nelson, LLC | 788 | $52.9K | 0.02% | 00.0% | Unchanged |
| Close Asset Management Ltd | 790 | $53.0K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 800 | $53.6K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 800 | $53.7K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 800 | $53.7K | 0.01% | +800 | New |
| Darwin Advisors, LLC | 815 | $54.7K | 0.02% | +1+0.1% | Added |
| Harbour Investments, Inc. | 824 | $55.3K | 0.00% | +444+116.8% | Added |
| Owl Creek Wealth Partners LLC | 839 | $56.3K | 0.02% | +839 | New |
| Elequin Capital LP | 883 | $59.2K | 0.01% | +883 | New |
| Creative Financial Designs Inc | 940 | $63.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 987 | $66.2K | 0.00% | +670+211.4% | Added |
| Adirondack Trust Co | 1,000 | $67.1K | 0.02% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,008 | $67.6K | 0.01% | −548−35.2% | Reduced |
| Massmutual Trust Co FSB | 1,061 | $71.2K | 0.00% | −292−21.6% | Reduced |
| Eastern Bank | 1,130 | $75.8K | 0.00% | +850+303.6% | Added |
| LRI Investments, LLC | 1,134 | $76.1K | 0.01% | −2,362−67.6% | Reduced |
| Covestor Ltd | 1,153 | $77.0K | 0.05% | −4−0.3% | Reduced |
| Tobam | 1,142 | $77.0K | 0.02% | +670+141.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,203 | $80.7K | 0.00% | −224−15.7% | Reduced |
| Strategic Advocates LLC | 1,205 | $80.8K | 0.36% | +1,205 | New |
| Rosenberg Matthew Hamilton | 1,224 | $82.1K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 1,224 | $83.1K | 0.05% | +1,094+841.5% | Added |
| Root Financial Partners, LLC | 1,250 | $83.8K | 0.00% | +850+212.5% | Added |
| Beacon Investment Advisory Services, Inc. | 1,264 | $84.8K | 0.00% | +1,264 | New |
| Valued Wealth Advisors LLC | 1,290 | $86.5K | 0.04% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,307 | $87.7K | 0.08% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,317 | $88.3K | 0.00% | −376−22.2% | Reduced |
| Smartleaf Asset Management LLC | 1,395 | $88.8K | 0.00% | +128+10.1% | Added |
| Rossby Financial, LCC | 1,319 | $89.6K | 0.02% | +1,274+2,831.1% | Added |
| SRS Capital Advisors, Inc. | 1,427 | $95.7K | 0.00% | −591−29.3% | Reduced |
| Whittier Trust Co | 1,403 | $96.3K | 0.00% | −517−26.9% | Reduced |
| SBI Securities Co., Ltd. | 1,445 | $96.9K | 0.00% | +150+11.6% | Added |
| Strategic Wealth Partners, Ltd. | 1,450 | $97.3K | 0.01% | +238+19.6% | Added |
| Westpac Banking Corp | 1,520 | $101.9K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,557 | $104.4K | 0.03% | −379−19.6% | Reduced |
| Private Trust Co NA | 1,595 | $107.0K | 0.01% | −426−21.1% | Reduced |
| AlphaCentric Advisors LLC | 1,637 | $109.8K | 0.11% | +107+7.0% | Added |
| Activest Wealth Management | 1,663 | $111.5K | 0.02% | +26+1.6% | Added |
| Smithfield Trust Co | 1,700 | $114.0K | 0.00% | +936+122.5% | Added |
| Trust Co of Toledo NA | 1,744 | $117.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 1,815 | $121.7K | 0.03% | +15+0.8% | Added |
| Accent Capital Management, LLC | 1,920 | $128.8K | 0.06% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,011 | $134.9K | 0.00% | −528−20.8% | Reduced |
| Huntington National Bank | 2,109 | $141.4K | 0.00% | +620+41.6% | Added |
| HM Payson & Co | 2,311 | $155.0K | 0.00% | −100−4.1% | Reduced |
| Bayforest Capital Ltd | 2,314 | $155.2K | 0.17% | +1,004+76.6% | Added |
| Penserra Capital Management LLC | 2,415 | $161.0K | 0.00% | −1,611−40.0% | Reduced |
| Ossiam | 2,454 | $164.6K | 0.00% | +174+7.6% | Added |
| GHP Investment Advisors, Inc. | 2,501 | $167.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 2,505 | $168.0K | 0.06% | +135+5.7% | Added |
| Versant Capital Management, Inc | 2,523 | $169.2K | 0.02% | +639+33.9% | Added |
| Anchor Investment Management, LLC | 2,702 | $181.2K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,727 | $182.9K | 0.01% | −192−6.6% | Reduced |