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 |
|---|---|---|---|---|---|
| University of Texas/Texas Am Investment Managment Co | 2,770 | $185.8K | 0.03% | −6,391−69.8% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2,833 | $190.0K | 0.47% | +2,833 | New |
| IFP Advisors, Inc | 2,870 | $192.5K | 0.00% | +154+5.7% | Added |
| Clearstead Advisors, LLC | 2,877 | $193.0K | 0.00% | −1,050−26.7% | Reduced |
| Capital Asset Advisory Services LLC | 2,470 | $200.7K | 0.01% | −353−12.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 3,016 | $202.3K | 0.06% | +3,016 | New |
| Autumn Glory Partners, LLC | 3,025 | $202.9K | 0.07% | +3,025 | New |
| Avestar Capital, LLC | 3,030 | $203.2K | 0.01% | +3,030 | New |
| Genesis Private Wealth, LLC | 3,051 | $204.6K | 0.06% | +3,051 | New |
| Pension & Wealth Management Advisors, Inc. | 3,057 | $205.1K | 0.06% | +857+39.0% | Added |
| EP Wealth Advisors, LLC | 3,069 | $205.8K | 0.00% | +3,069 | New |
| Frec Markets, Inc. | 3,072 | $206.0K | 0.04% | +3,072 | New |
| Legacy Financial Advisors, Inc. | 3,074 | $206.2K | 0.03% | +3,074 | New |
| Whittier Trust Co of Nevada Inc | 3,018 | $207.1K | 0.00% | +446+17.3% | Added |
| GeoWealth Management, LLC | 3,102 | $208.0K | 0.01% | −745−19.4% | Reduced |
| Patten Group, Inc. | 3,114 | $208.9K | 0.04% | −8,264−72.6% | Reduced |
| Los Angeles Capital Management LLC | 3,160 | $211.9K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 3,162 | $212.1K | 0.00% | +3,162 | New |
| Sigma Planning Corp | 3,172 | $212.8K | 0.01% | −534−14.4% | Reduced |
| Facet Wealth, Inc. | 3,187 | $213.8K | 0.00% | −143−4.3% | Reduced |
| Everhart Financial Group, Inc. | 3,191 | $214.0K | 0.02% | +3,191 | New |
| Western Pacific Wealth Management, LP | 3,200 | $214.6K | 0.22% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 3,208 | $215.2K | 0.03% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,220 | $216.0K | 0.15% | −1,791−35.7% | Reduced |
| KG&L Capital Management,LLC | 3,245 | $217.6K | 0.16% | −252−7.2% | Reduced |
| Perigon Wealth Management, LLC | 3,276 | $219.7K | 0.00% | +3,276 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3,281 | $220.1K | 0.01% | −191−5.5% | Reduced |
| Checchi Capital Advisers, LLC | 3,295 | $221.0K | 0.02% | +3,295 | New |
| Carnegie Capital Asset Management, LLC | 3,297 | $221.1K | 0.00% | +3,297 | New |
| Zacks Investment Management | 3,361 | $225.4K | 0.00% | +68+2.1% | Added |
| Buckingham Strategic Partners | 3,361 | $225.4K | 0.00% | +3,361 | New |
| Goldstein Advisors, LLC | 3,374 | $226.3K | 0.03% | +9+0.3% | Added |
| 111 Capital | 3,395 | $227.7K | 0.06% | +3,395 | New |
| Quantitative Investment Management, LLC | 3,429 | $229.0K | 0.02% | +3,429 | New |
| Integrity Advisory Solutions, LLC | 3,464 | $232.3K | 0.03% | +59+1.7% | Added |
| Resurgent Financial Advisors LLC | 3,474 | $233.0K | 0.08% | +3,474 | New |
| Norden Group LLC | 3,475 | $233.1K | 0.02% | +115+3.4% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,500 | $234.7K | 0.13% | +3,500 | New |
| AlphaGrep UK Ltd | 3,598 | $241.3K | 0.07% | −15,967−81.6% | Reduced |
| Cornerstone Capital, Inc. | 3,600 | $241.5K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 3,605 | $241.8K | 0.21% | +265+7.9% | Added |
| Evolve Private Wealth, LLC | 3,613 | $242.3K | 0.01% | +300+9.1% | Added |
| Wedbush Securities Inc | 3,643 | $244.0K | 0.01% | +3,643 | New |
| LGT Fund Management Co Ltd. | 3,650 | $244.8K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 3,683 | $247.0K | 0.04% | +298+8.8% | Added |
| Rehmann Capital Advisory Group | 3,688 | $247.4K | 0.01% | +25+0.7% | Added |
| Bey-Douglas LLC | 3,748 | $251.4K | 0.22% | +3,748 | New |
| Citizens Financial Group Inc | 3,794 | $254.5K | 0.00% | −2,403−38.8% | Reduced |
| Oasis Advisors, LLC | 3,815 | $255.9K | 0.05% | +3,815 | New |
| Aviance Capital Partners, LLC | 3,820 | $256.2K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,830 | $256.9K | 0.05% | −591−13.4% | Reduced |
| Assetmark, Inc | 3,838 | $257.4K | 0.00% | +877+29.6% | Added |
| Fiduciary Financial Group, LLC | 3,850 | $258.2K | 0.03% | +23+0.6% | Added |
| CVA Family Office, LLC | 3,958 | $265.5K | 0.03% | +178+4.7% | Added |
| Aspen Grove Capital, LLC | 3,961 | $265.7K | 0.05% | +584+17.3% | Added |
| Meadow Creek Wealth Advisors LLC | 3,974 | $266.5K | 0.17% | 00.0% | Unchanged |
| Citizens Business Bank | 3,984 | $267.2K | 0.04% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,986 | $267.3K | 0.01% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 3,989 | $267.5K | 0.08% | +280+7.5% | Added |
| Meadowbrook Advisors Group, LLC | 4,052 | $271.8K | 0.16% | +207+5.4% | Added |
| Hazlett, Burt & Watson, Inc. | 4,041 | $272.0K | 0.09% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 4,070 | $273.1K | 0.02% | +4,070 | New |
| Index Technologies Group LLC | 4,094 | $274.6K | 0.30% | −272−6.2% | Reduced |
| Profund Advisors LLC | 4,120 | $276.3K | 0.01% | −1,030−20.0% | Reduced |
| Prospera Financial Services Inc | 4,123 | $276.5K | 0.00% | +460+12.6% | Added |
| Warren Averett Asset Management, LLC | 4,138 | $277.5K | 0.00% | +4,138 | New |
| Keybank National Association | 4,175 | $280.0K | 0.00% | +343+9.0% | Added |
| PUREfi Wealth, LLC | 4,188 | $280.9K | 0.18% | −362−8.0% | Reduced |
| Cigna Investments Inc | 4,188 | $281.0K | 0.04% | 00.0% | Unchanged |
| Vancity Investment Management Ltd | 4,208 | $282.0K | 0.04% | +4,208 | New |
| Mitchell McLeod Pugh & Williams Inc | 4,320 | $289.7K | 0.04% | −300−6.5% | Reduced |
| Signaturefd, LLC | 4,324 | $290.0K | 0.00% | +424+10.9% | Added |
| TABR Capital Management, LLC | 4,327 | $290.2K | 0.27% | +449+11.6% | Added |
| Advyzon Investment Management, LLC | 4,362 | $292.6K | 0.03% | +4,362 | New |
| Gallacher Capital Management LLC | 4,374 | $293.3K | 0.11% | +4,374 | New |
| Lombard Odier Asset Management (Switzerland) SA | 4,400 | $295.1K | 0.01% | +4,400 | New |
| Ausdal Financial Partners, Inc. | 4,433 | $297.4K | 0.01% | +4,433 | New |
| Blair William & Co | 4,449 | $298.4K | 0.00% | +193+4.5% | Added |
| Syon Capital LLC | 4,492 | $301.3K | 0.02% | +1,183+35.8% | Added |
| Valeo Financial Advisors, LLC | 4,495 | $301.5K | 0.01% | +548+13.9% | Added |
| Advisor Resource Council | 4,500 | $301.8K | 0.12% | −100−2.2% | Reduced |
| Legato Capital Management LLC | 4,502 | $301.9K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,502 | $301.9K | 0.02% | +38+0.9% | Added |
| RSM US Wealth Management LLC | 4,526 | $303.6K | 0.00% | +291+6.9% | Added |
| Prosperity Consulting Group, LLC | 4,549 | $305.1K | 0.01% | +4,549 | New |
| Gryphon Financial Partners LLC | 4,559 | $305.7K | 0.03% | +4,559 | New |
| Aaron Wealth Advisors | 4,569 | $306.4K | 0.02% | +227+5.2% | Added |
| Chemistry Wealth Management LLC | 4,601 | $308.6K | 0.05% | −687−13.0% | Reduced |
| Foundations Investment Advisors, LLC | 4,610 | $309.2K | 0.00% | −1,649−26.3% | Reduced |
| Grandview Asset Management LLC | 4,646 | $311.6K | 0.09% | −1,303−21.9% | Reduced |
| City National Bank of Florida | 4,695 | $314.9K | 0.19% | +835+21.6% | Added |
| Virtu Financial LLC | 4,693 | $315.0K | 0.01% | +4,693 | New |
| Strategic Blueprint, LLC | 4,705 | $315.6K | 0.02% | +1,167+33.0% | Added |
| American Trust | 4,711 | $316.0K | 0.03% | +4,711 | New |
| GTS Securities LLC | 4,716 | $316.3K | 0.01% | −486−9.3% | Reduced |
| Nemes Rush Group LLC | 4,723 | $316.7K | 0.03% | +86+1.9% | Added |
| Legacy Wealth Advisors, LLC | 4,754 | $318.9K | 0.16% | −48−1.0% | Reduced |
| Paragon Financial Partners, Inc. | 4,146 | $319.6K | 0.18% | +4,146 | New |
| Atticus Wealth Management, LLC | 4,769 | $319.9K | 0.09% | +4+0.1% | Added |
| Fidelis Capital Partners, LLC | 4,773 | $320.1K | 0.02% | −137−2.8% | Reduced |