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 |
|---|---|---|---|---|---|
| Palisade Asset Management, LLC | 4,779 | $320.5K | 0.03% | +4,779 | New |
| Prelude Capital Management, LLC | 4,871 | $326.7K | 0.03% | +668+15.9% | Added |
| Trust Asset Management LLC | 4,884 | $327.6K | 0.02% | +4,884 | New |
| Permanent Capital Management, LP | 4,128 | $328.2K | 0.05% | +4,128 | New |
| Golden State Equity Partners | 4,918 | $329.9K | 0.02% | +1,116+29.4% | Added |
| Ostrum Asset Management | 4,947 | $331.8K | 0.02% | +3,184+180.6% | Added |
| Brown Miller Wealth Management, LLC | 4,972 | $333.5K | 0.09% | +4,972 | New |
| Dynamic Technology Lab Private Ltd | 5,004 | $335.6K | 0.06% | +5,004 | New |
| Edmond de Rothschild Holding S.A. | 5,008 | $335.9K | 0.00% | 00.0% | Unchanged |
| Twinbeech Capital LP | 5,013 | $336.2K | 0.03% | −68,487−93.2% | Reduced |
| Independent Advisor Alliance | 5,129 | $344.0K | 0.00% | −1,040−16.9% | Reduced |
| Pure Financial Advisors, Inc. | 5,168 | $346.6K | 0.00% | +5,168 | New |
| Stevens Capital Management LP | 5,221 | $350.0K | 0.05% | +48+0.9% | Added |
| U.S. Capital Wealth Advisors, LLC | 5,229 | $350.7K | 0.01% | +48+0.9% | Added |
| Ashton Thomas Securities, LLC | 5,240 | $351.4K | 0.04% | +5,240 | New |
| Commons Capital, LLC | 5,340 | $358.2K | 0.30% | −15−0.3% | Reduced |
| Bullock Wealth Management Group | 5,286 | $358.9K | 0.18% | +1,338+33.9% | Added |
| Stephens Inc | 5,396 | $361.9K | 0.00% | −680−11.2% | Reduced |
| Simplicity Wealth,LLC | 5,462 | $366.3K | 0.02% | +449+9.0% | Added |
| FourThought Financial Partners, LLC | 5,471 | $366.9K | 0.03% | −3,774−40.8% | Reduced |
| Ponta Wealth Partners, LLC | 5,473 | $367.1K | 0.29% | +7+0.1% | Added |
| Koshinski Asset Management, Inc. | 5,481 | $367.6K | 0.02% | −1,071−16.3% | Reduced |
| Oxford Wealth Group, LLC | 5,512 | $369.7K | 0.20% | +4+0.1% | Added |
| MAI Capital Management | 5,554 | $372.5K | 0.00% | −171−3.0% | Reduced |
| Leeward Financial Partners, LLC | 5,556 | $372.6K | 0.11% | −165−2.9% | Reduced |
| Premier Path Wealth Partners, LLC | 5,567 | $373.4K | 0.05% | −23−0.4% | Reduced |
| Bank of Nova Scotia Trust Co | 5,668 | $380.2K | 0.03% | −1,328−19.0% | Reduced |
| Fundamentun, LLC | 5,701 | $382.4K | 0.02% | +23+0.4% | Added |
| Fulton Bank, N.A. | 5,771 | $387.1K | 0.01% | +97+1.7% | Added |
| Fox Run Management, L.L.C. | 6,096 | $388.3K | 0.07% | −1,140−15.8% | Reduced |
| V-Square Quantitative Management LLC | 5,804 | $389.3K | 0.04% | −618−9.6% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $391.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 5,839 | $391.6K | 0.04% | −791−11.9% | Reduced |
| IHT Wealth Management, LLC | 5,841 | $391.8K | 0.01% | −87−1.5% | Reduced |
| Freestone Capital Holdings, LLC | 5,851 | $392.4K | 0.01% | +31+0.5% | Added |
| Commerce Bank | 5,899 | $395.6K | 0.00% | −192−3.2% | Reduced |
| Allworth Financial LP | 5,980 | $401.1K | 0.00% | −1,104−15.6% | Reduced |
| Aureus Asset Management, LLC | 6,039 | $405.0K | 0.03% | −77−1.3% | Reduced |
| Northwest & Ethical Investments L.P. | 5,907 | $405.3K | 0.01% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 6,152 | $412.6K | 0.02% | +1,376+28.8% | Added |
| Revisor Wealth Management LLC | 6,171 | $413.9K | 0.11% | −1,288−17.3% | Reduced |
| HBK Sorce Advisory LLC | 4,935 | $416.6K | 0.01% | +1,074+27.8% | Added |
| Apollon Wealth Management, LLC | 6,240 | $418.5K | 0.01% | +1,125+22.0% | Added |
| Sagespring Wealth Partners, LLC | 6,249 | $419.1K | 0.01% | +383+6.5% | Added |
| Global Financial Private Client, LLC | 6,264 | $420.1K | 0.14% | +595+10.5% | Added |
| Matisse Capital | 6,300 | $422.5K | 0.18% | 00.0% | Unchanged |
| SmartHarvest Portfolios, LLC | 6,373 | $427.4K | 0.18% | +97+1.5% | Added |
| Ballentine Partners, LLC | 6,494 | $435.6K | 0.01% | −118−1.8% | Reduced |
| Teacher Retirement System of Texas | 6,641 | $445.4K | 0.00% | −8,033−54.7% | Reduced |
| Lebenthal Global Advisors, LLC | 6,713 | $450.2K | 0.07% | −10,240−60.4% | Reduced |
| Kornitzer Capital Management Inc | 6,725 | $451.0K | 0.01% | +6,725 | New |
| Intech Investment Management LLC | 6,766 | $453.8K | 0.00% | −10,800−61.5% | Reduced |
| Glenmede Trust Co NA | 6,782 | $454.9K | 0.00% | +1,567+30.0% | Added |
| Meyer Handelman Co | 6,800 | $456.1K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 6,827 | $457.9K | 0.04% | −15−0.2% | Reduced |
| Custom Index Systems, LLC | 6,843 | $459.0K | 0.20% | −274−3.8% | Reduced |
| TruNorth Capital Management, LLC | 6,867 | $460.6K | 0.09% | −97−1.4% | Reduced |
| Skba Capital Management LLC | 6,872 | $460.9K | 0.06% | 00.0% | Unchanged |
| Leuthold Group, LLC | 6,904 | $463.1K | 0.05% | −206−2.9% | Reduced |
| Alta Wealth Advisors LLC | 6,954 | $466.4K | 0.15% | −20.0% | Reduced |
| Synergy Financial Group, LTD | 7,038 | $472.0K | 0.35% | −374−5.0% | Reduced |
| Richard W. Paul & Associates, LLC | 7,041 | $472.2K | 0.16% | −188−2.6% | Reduced |
| Qtron Investments LLC | 7,041 | $472.2K | 0.06% | 00.0% | Unchanged |
| Howe & Rusling Inc | 7,098 | $476.1K | 0.03% | +2,880+68.3% | Added |
| Farther Finance Advisors, LLC | 7,072 | $480.3K | 0.00% | −4,209−37.3% | Reduced |
| Advisor OS, LLC | 7,207 | $483.4K | 0.03% | −5,494−43.3% | Reduced |
| Oxford Asset Management LLP | 7,277 | $488.1K | 0.20% | +7,277 | New |
| Aigen Investment Management, LP | 7,309 | $490.2K | 0.13% | −2,897−28.4% | Reduced |
| Ieq Capital, LLC | 7,323 | $491.2K | 0.00% | +3,219+78.4% | Added |
| Fifth Third Wealth Advisors LLC | 7,391 | $495.7K | 0.02% | −896−10.8% | Reduced |
| Fisher Asset Management, LLC | 7,429 | $498.3K | 0.00% | −1,831−19.8% | Reduced |
| Silphium Asset Management Ltd | 7,547 | $506.2K | 0.19% | −3,300−30.4% | Reduced |
| Motley Fool Asset Management LLC | 7,614 | $510.7K | 0.02% | +488+6.8% | Added |
| Deltec Asset Management LLC | 7,630 | $511.7K | 0.09% | 00.0% | Unchanged |
| Journey Strategic Wealth LLC | 7,656 | $513.5K | 0.01% | +469+6.5% | Added |
| Hantz Financial Services, Inc. | 7,687 | $516.0K | 0.01% | +3,687+92.2% | Added |
| Siemens Fonds Invest GmbH | 7,703 | $516.6K | 0.03% | +464+6.4% | Added |
| Parallel Advisors, LLC | 7,759 | $520.4K | 0.01% | +6,003+341.9% | Added |
| Raleigh Capital Management Inc. | 7,784 | $522.0K | 0.18% | −912−10.5% | Reduced |
| Meeder Asset Management Inc | 7,787 | $522.3K | 0.03% | −10,705−57.9% | Reduced |
| Great Lakes Advisors, LLC | 7,824 | $524.8K | 0.00% | +17+0.2% | Added |
| HighPoint Advisor Group LLC | 7,838 | $525.7K | 0.02% | −10,672−57.7% | Reduced |
| ABLE Financial Group, LLC | 7,860 | $527.2K | 0.10% | +1,380+21.3% | Added |
| Wedmont Private Capital | 7,390 | $534.4K | 0.02% | +291+4.1% | Added |
| Laird Norton Trust Company, LLC | 7,986 | $535.7K | 0.01% | +369+4.8% | Added |
| Mission Wealth Management, LP | 7,990 | $535.9K | 0.01% | −5,430−40.5% | Reduced |
| Thompson Siegel & Walmsley LLC | 8,000 | $537.0K | 0.01% | −20,500−71.9% | Reduced |
| Principal Securities, Inc. | 8,055 | $540.2K | 0.01% | +3,428+74.1% | Added |
| Wealth Alliance | 8,080 | $541.9K | 0.05% | +414+5.4% | Added |
| Venturi Wealth Management, LLC | 8,093 | $542.8K | 0.02% | −2,222−21.5% | Reduced |
| Bannerstone Capital Management, LLC | 8,117 | $544.4K | 0.56% | +414+5.4% | Added |
| Severin Investments, LLC | 8,156 | $547.0K | 0.47% | −73−0.9% | Reduced |
| DRW Securities, LLC | 8,160 | $547.3K | 0.03% | −227−2.7% | Reduced |
| Banque Cantonale Vaudoise | 8,164 | $548.0K | 0.02% | +8,164 | New |
| Tema ETFs LLC | 8,180 | $548.6K | 0.04% | +2,215+37.1% | Added |
| Gateway Investment Advisers LLC | 8,191 | $549.4K | 0.01% | +2,351+40.3% | Added |
| Putney Financial Group LLC | 8,390 | $562.7K | 0.57% | −50−0.6% | Reduced |
| Prudential PLC | 8,412 | $564.2K | 0.00% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 8,432 | $565.5K | 0.08% | −680−7.5% | Reduced |
| Cambria Investment Management, L.P. | 8,441 | $566.1K | 0.03% | +8,441 | New |