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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 8,378 | $569.0K | 0.04% | −3,067−26.8% | Reduced |
| Brown Brothers Harriman & Co | 8,484 | $569.0K | 0.00% | +4,666+122.2% | Added |
| Fragasso Group Inc. | 8,299 | $569.5K | 0.03% | −14,431−63.5% | Reduced |
| Heartland Advisors Inc | 8,492 | $569.6K | 0.03% | −139−1.6% | Reduced |
| WCM Investment Management, LLC | 8,958 | $570.5K | 0.00% | +5,022+127.6% | Added |
| Caitong International Asset Management Co., Ltd | 8,627 | $578.6K | 0.11% | +8,618+95,755.6% | Added |
| Maridea Wealth Management LLC | 8,733 | $585.7K | 0.09% | +3,083+54.6% | Added |
| Volterra Technologies LP | 8,746 | $586.6K | 0.42% | +8,746 | New |
| Heritage Family Offices, LLP | 8,791 | $589.6K | 0.26% | −2,115−19.4% | Reduced |
| ArrowMark Colorado Holdings LLC | 8,800 | $590.2K | 0.02% | 00.0% | Unchanged |
| Park Capital Management, LLC | 8,920 | $598.3K | 0.58% | +5+0.1% | Added |
| Costello Asset Management, INC | 8,958 | $600.8K | 0.21% | +1,423+18.9% | Added |
| Hanlon Investment Management, Inc. | 8,967 | $601.4K | 0.33% | +8,967 | New |
| Visionary Horizons, LLC | 9,226 | $618.8K | 0.30% | −5,410−37.0% | Reduced |
| Merit Financial Group, LLC | 9,242 | $619.8K | 0.00% | +1,581+20.6% | Added |
| Ameliora Wealth Management Ltd. | 9,252 | $620.5K | 0.20% | −703−7.1% | Reduced |
| Matrix Trust Co | 9,293 | $623.0K | 0.10% | +9,293 | New |
| Wright Investors Service Inc | 9,315 | $624.8K | 0.20% | −297−3.1% | Reduced |
| Ritholtz Wealth Management | 9,323 | $625.3K | 0.01% | +577+6.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,333 | $626.0K | 0.01% | +880+10.4% | Added |
| Callan Family Office, LLC | 9,334 | $626.0K | 0.01% | +186+2.0% | Added |
| GAM Holding AG | 9,578 | $642.4K | 0.06% | −2,946−23.5% | Reduced |
| Persistent Asset Partners Ltd | 9,595 | $643.5K | 0.25% | +9,595 | New |
| Studio Investment Management LLC | 9,607 | $644.3K | 0.12% | −148−1.5% | Reduced |
| Kestra Private Wealth Services, LLC | 9,658 | $647.7K | 0.01% | +9,658 | New |
| Everpar Advisors LLC | 9,739 | $653.2K | 0.22% | −578−5.6% | Reduced |
| Fiduciary Trust Co | 9,881 | $662.7K | 0.01% | −2,585−20.7% | Reduced |
| Independent Financial Group, LLC | 9,960 | $668.0K | 0.01% | −4,756−32.3% | Reduced |
| Joel Isaacson & Co., LLC | 9,971 | $668.7K | 0.02% | +12+0.1% | Added |
| American Investment Services, Inc. | 10,000 | $670.7K | 0.15% | +10,000 | New |
| Summit Trail Advisors, LLC | 10,015 | $671.7K | 0.01% | +2,526+33.7% | Added |
| Bartlett & Co. Wealth Management LLC | 8,258 | $674.8K | 0.01% | +258+3.2% | Added |
| Winton Group Ltd | 10,143 | $680.3K | 0.02% | −28,119−73.5% | Reduced |
| Harvest Fund Management Co., Ltd | 10,186 | $683.0K | 0.03% | +4,862+91.3% | Added |
| EverSource Wealth Advisors, LLC | 10,195 | $683.8K | 0.02% | −866−7.8% | Reduced |
| Philadelphia Investment Partners, LLC | 10,208 | $684.7K | 0.47% | +10,208 | New |
| Axxcess Wealth Management, LLC | 10,215 | $685.1K | 0.02% | +3,261+46.9% | Added |
| Crewe Advisors LLC | 10,232 | $686.3K | 0.06% | +40+0.4% | Added |
| Walleye Capital LLC | 10,268 | $688.7K | 0.00% | −86,439−89.4% | Reduced |
| Malaga Cove Capital, LLC | 10,280 | $689.5K | 0.25% | −760−6.9% | Reduced |
| CWM, LLC | 10,288 | $690.0K | 0.00% | +4,074+65.6% | Added |
| Sequoia Financial Advisors, LLC | 10,338 | $693.4K | 0.00% | +3,175+44.3% | Added |
| Petra Financial Advisors Inc | 10,353 | $694.4K | 0.43% | +239+2.4% | Added |
| Mount Lucas Management LP | 10,369 | $695.4K | 0.26% | +477+4.8% | Added |
| CAPROCK Group, Inc. | 10,381 | $696.3K | 0.02% | +328+3.3% | Added |
| Fairfield Financial Advisors, LTD | 10,405 | $697.9K | 0.24% | +2,302+28.4% | Added |
| United Capital Financial Advisers, LLC | 10,444 | $700.5K | 0.00% | +4,551+77.2% | Added |
| Fayez Sarofim & Co | 10,736 | $720.1K | 0.00% | 00.0% | Unchanged |
| ASR Vermogensbeheer N.V. | 10,831 | $726.4K | 0.01% | +158+1.5% | Added |
| Navellier & Associates Inc | 10,904 | $731.3K | 0.08% | −398−3.5% | Reduced |
| Measured Wealth Private Client Group, LLC | 10,908 | $731.6K | 0.20% | −951−8.0% | Reduced |
| Bleakley Financial Group, LLC | 10,923 | $732.6K | 0.01% | +10,923 | New |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,177 | $749.6K | 0.04% | +5,385+93.0% | Added |
| E. Ohman J:or Asset Management AB | 11,195 | $750.8K | 0.02% | 00.0% | Unchanged |
| Kentucky Retirement Systems Insurance Trust Fund | 11,285 | $756.9K | 0.05% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 11,295 | $757.6K | 0.42% | +825+7.9% | Added |
| Roundview Capital LLC | 11,409 | $765.2K | 0.05% | +4,783+72.2% | Added |
| Groupama Asset Managment | 11,437 | $767.1K | 0.01% | −4,851−29.8% | Reduced |
| BAM Wealth Management, LLC | 11,483 | $770.2K | 0.58% | −772−6.3% | Reduced |
| Himension Fund | 11,496 | $771.0K | 0.06% | −4,302−27.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 11,565 | $775.7K | 0.01% | +1,617+16.3% | Added |
| Catalyst Funds Management Pty Ltd | 11,600 | $778.0K | 0.13% | +11,600 | New |
| Morse Asset Management, Inc | 11,609 | $778.6K | 0.16% | +11,584+46,336.0% | Added |
| Nomura Holdings Inc | 11,635 | $780.4K | 0.01% | −17,929−60.6% | Reduced |
| Engineers Gate Manager LP | 11,635 | $780.4K | 0.01% | −60,016−83.8% | Reduced |
| Canada Post Corp Registered Pension Plan | 11,770 | $789.4K | 0.03% | +1,910+19.4% | Added |
| Pitcairn Wealth Advisors LLC | 12,408 | $798.0K | 0.07% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 12,010 | $805.5K | 0.03% | −100−0.8% | Reduced |
| Avanza Fonder AB | 12,093 | $811.1K | 0.02% | +153+1.3% | Added |
| Caisse des Depots Et Consignations | 12,158 | $815.4K | 0.01% | +12,158 | New |
| Baader Bank INC | 12,255 | $818.7K | 0.08% | +6,229+103.4% | Added |
| MUFG Securities Americas Inc. | 12,323 | $826.5K | 0.05% | +324+2.7% | Added |
| Wellspring Financial Advisors, LLC | 12,325 | $826.6K | 0.06% | +5,469+79.8% | Added |
| HB Wealth Management, LLC | 12,373 | $829.9K | 0.01% | +2,597+26.6% | Added |
| North Dakota State Investment Board | 12,395 | $831.3K | 0.04% | −2,297−15.6% | Reduced |
| Yorktown Management & Research Co Inc | 12,400 | $831.7K | 0.70% | 00.0% | Unchanged |
| Owls Nest Partners IA, LLC | 12,500 | $838.4K | 0.29% | −9,500−43.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,542 | $841.2K | 0.02% | +1,059+9.2% | Added |
| Metis Global Partners, LLC | 12,630 | $847.1K | 0.02% | −1,539−10.9% | Reduced |
| Voleon Capital Management LP | 12,655 | $848.8K | 0.02% | −20,564−61.9% | Reduced |
| GAMMA Investing LLC | 12,708 | $852.3K | 0.04% | +925+7.9% | Added |
| NBC Securities, Inc. | 12,734 | $854.1K | 0.06% | −763−5.7% | Reduced |
| Formidable Asset Management, LLC | 12,826 | $860.2K | 0.13% | −458−3.4% | Reduced |
| Intercapital, LLC | 13,000 | $871.9K | 0.48% | −6,000−31.6% | Reduced |
| Caldwell Investment Management Ltd. | 13,900 | $886.4K | 0.35% | −13,200−48.7% | Reduced |
| Straightline Group LLC | 13,223 | $886.9K | 0.44% | −717−5.1% | Reduced |
| Strategic Investment Advisors | 13,349 | $895.6K | 0.06% | +4,386+48.9% | Added |
| PFG Investments, LLC | 13,361 | $896.1K | 0.04% | −946−6.6% | Reduced |
| LVW Advisors, LLC | 13,461 | $902.8K | 0.09% | −1,372−9.2% | Reduced |
| Integrated Wealth Concepts LLC | 13,584 | $911.1K | 0.01% | +2,563+23.3% | Added |
| Park Avenue Securities LLC | 13,808 | $926.0K | 0.01% | +5,452+65.2% | Added |
| Coldstream Capital Management Inc | 13,900 | $932.3K | 0.01% | +1,520+12.3% | Added |
| Sparta 24 Ltd. | 14,000 | $939.0K | 1.07% | +14,000 | New |
| Yarbrough Capital, LLC | 14,109 | $946.3K | 0.03% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 14,118 | $946.9K | 0.29% | −1,632−10.4% | Reduced |
| ING Groep NV | 14,189 | $951.7K | 0.01% | +893+6.7% | Added |
| Summit Financial, LLC | 14,223 | $953.9K | 0.01% | −286−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,250 | $955.7K | 0.01% | +19+0.1% | Added |
| Private Advisory Group LLC | 14,279 | $957.7K | 0.07% | +698+5.1% | Added |
| Landscape Capital Management, L.L.C. | 14,306 | $959.5K | 0.06% | +14,306 | New |