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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 15,028 | $966.5K | 0.01% | −25,662−63.1% | Reduced |
| PFG Advisors | 14,440 | $968.5K | 0.05% | +1,385+10.6% | Added |
| Ci Investments Inc. | 14,809 | $993.2K | 0.00% | +4,985+50.7% | Added |
| Coerente Capital Management | 14,840 | $995.3K | 0.19% | −3,000−16.8% | Reduced |
| Friedenthal Financial | 14,848 | $995.9K | 0.50% | +14,848 | New |
| Delta Investment Management, LLC | 14,875 | $997.7K | 0.18% | −144−1.0% | Reduced |
| GWM Advisors LLC | 14,984 | $1.00M | 0.00% | −22,390−59.9% | Reduced |
| Gsa Capital Partners LLP | 15,024 | $1.01M | 0.06% | +3,795+33.8% | Added |
| Quantbot Technologies LP | 15,103 | $1.01M | 0.04% | −130,140−89.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 15,117 | $1.01M | 0.00% | +2,550+20.3% | Added |
| Brown Advisory Inc | 15,144 | $1.02M | 0.00% | +178+1.2% | Added |
| Benjamin Edwards Inc | 15,168 | $1.02M | 0.01% | +4,773+45.9% | Added |
| Precision Wealth Strategies, LLC | 15,518 | $1.04M | 0.35% | +2,988+23.8% | Added |
| Inceptionr LLC | 15,569 | $1.04M | 0.25% | +7,053+82.8% | Added |
| Burney Co | 15,855 | $1.06M | 0.03% | −8−0.1% | Reduced |
| MBM Wealth Consultants, LLC | 16,120 | $1.08M | 0.25% | +472+3.0% | Added |
| Abn Amro Investment Solutions | 16,177 | $1.08M | 0.01% | +16,177 | New |
| Saudi Central Bank | 16,439 | $1.10M | 0.02% | +16,439 | New |
| Quadrature Capital Ltd | 16,488 | $1.11M | 0.01% | +16,488 | New |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $1.11M | 0.02% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 16,855 | $1.13M | 0.05% | +464+2.8% | Added |
| Eagle Strategies LLC | 17,097 | $1.15M | 0.14% | −9,582−35.9% | Reduced |
| We Are One Seven, LLC | 17,289 | $1.16M | 0.02% | +17,289 | New |
| VestGen Advisors, LLC | 13,773 | $1.17M | 0.03% | +10,518+323.1% | Added |
| Evergreen Capital Management LLC | 17,453 | $1.17M | 0.03% | −37−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 17,475 | $1.17M | 0.01% | +150+0.9% | Added |
| Lido Advisors, LLC | 17,695 | $1.19M | 0.00% | +8,959+102.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,132 | $1.22M | 0.00% | +611+3.5% | Added |
| MUFG Securities EMEA plc | 18,274 | $1.23M | 0.02% | −94,500−83.8% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,302 | $1.23M | 0.04% | −650−3.4% | Reduced |
| Cross Staff Investments Inc | 18,308 | $1.23M | 0.81% | +702+4.0% | Added |
| Rockefeller Capital Management L.P. | 18,312 | $1.23M | 0.00% | +106+0.6% | Added |
| Smith Group Asset Management, LLC | 18,374 | $1.23M | 0.06% | +9,280+102.0% | Added |
| Voloridge Investment Management, LLC | 18,382 | $1.23M | 0.00% | −450,786−96.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,564 | $1.25M | 0.03% | +6,781+57.5% | Added |
| Holocene Advisors, LP | 18,663 | $1.25M | 0.00% | +18,663 | New |
| Western Financial Corp | 18,683 | $1.25M | 0.49% | −2,502−11.8% | Reduced |
| Occudo Quantitative Strategies LP | 15,869 | $1.26M | 0.07% | +15,869 | New |
| NWF Advisory Services Inc. | 18,833 | $1.26M | 0.14% | +1,279+7.3% | Added |
| Aviso Financial Inc. | 19,114 | $1.28M | 0.05% | −2,939−13.3% | Reduced |
| Pullen Investment Management, LLC | 19,123 | $1.28M | 0.64% | −289−1.5% | Reduced |
| Thrivent Financial for Lutherans | 19,190 | $1.29M | 0.00% | +2,297+13.6% | Added |
| TownSquare Capital, LLC | 19,320 | $1.30M | 0.29% | +10,332+115.0% | Added |
| Integrated Quantitative Investments LLC | 19,453 | $1.30M | 0.24% | 00.0% | Unchanged |
| Successful Portfolios LLC | 20,202 | $1.32M | 0.73% | −98−0.5% | Reduced |
| AE Wealth Management LLC | 19,691 | $1.32M | 0.01% | +2,160+12.3% | Added |
| Midwest Professional Planners, LTD. | 19,798 | $1.33M | 0.31% | +15,440+354.3% | Added |
| Fisher Funds Management LTD | 19,810 | $1.33M | 0.04% | 00.0% | Unchanged |
| Csenge Advisory Group | 19,837 | $1.33M | 0.06% | −9,566−32.5% | Reduced |
| Kestra Investment Management, LLC | 19,877 | $1.33M | 0.02% | −16,947−46.0% | Reduced |
| Miura Global Management, LLC | 20,000 | $1.34M | 7.19% | −20,000−50.0% | Reduced |
| Monetta Financial Services Inc | 20,000 | $1.34M | 1.04% | 00.0% | Unchanged |
| New Mexico Educational Retirement Board | 20,300 | $1.36M | 0.04% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 20,410 | $1.37M | 0.16% | +20,410 | New |
| Change Path, LLC | 20,613 | $1.38M | 0.03% | −398−1.9% | Reduced |
| Highland Capital Management, LLC | 20,834 | $1.40M | 0.07% | −2,926−12.3% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 20,897 | $1.40M | 0.06% | +1,916+10.1% | Added |
| Leonteq Securities AG | 21,135 | $1.42M | 0.09% | −6,003−22.1% | Reduced |
| Maryland State Retirement & Pension System | 21,382 | $1.43M | 0.03% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 21,814 | $1.46M | 0.98% | +262+1.2% | Added |
| Pacer Advisors, Inc. | 22,272 | $1.49M | 0.00% | −12,778−36.5% | Reduced |
| Royal London Asset Management Ltd | 22,659 | $1.52M | 0.00% | +2,694+13.5% | Added |
| Louisiana State Employees Retirement System | 22,700 | $1.52M | 0.03% | 00.0% | Unchanged |
| Envestnet Portfolio Solutions, Inc. | 22,929 | $1.54M | 0.01% | +8,736+61.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 22,955 | $1.54M | 0.02% | +10,502+84.3% | Added |
| Atomi Financial Group, Inc. | 22,975 | $1.54M | 0.05% | −1,870−7.5% | Reduced |
| Aspire Private Capital, LLC | 23,126 | $1.55M | 0.35% | −7,874−25.4% | Reduced |
| Havemeyer Place LP | 23,164 | $1.55M | 0.18% | +16,863+267.6% | Added |
| Advisors Asset Management, Inc. | 23,180 | $1.55M | 0.03% | −4,565−16.5% | Reduced |
| Vise Technologies, Inc. | 24,209 | $1.56M | 0.03% | 00.0% | Unchanged |
| Titan Investment Solutions Ltd | 23,777 | $1.59M | 0.20% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 24,215 | $1.62M | 0.15% | +3,349+16.1% | Added |
| Elo Mutual Pension Insurance Co | 24,288 | $1.63M | 0.03% | −5,556−18.6% | Reduced |
| PMC FIG Opportunities LLC | 24,307 | $1.63M | 2.53% | +24,307 | New |
| Guggenheim Capital LLC | 24,642 | $1.65M | 0.01% | −2,984−10.8% | Reduced |
| New Age Alpha Advisors, LLC | 24,649 | $1.65M | 0.08% | −686−2.7% | Reduced |
| Virtus Investment Advisers, Inc. | 25,142 | $1.69M | 0.47% | −2,643−9.5% | Reduced |
| Polymer Capital Management (HK) LTD | 25,386 | $1.70M | 0.24% | −3,552−12.3% | Reduced |
| Everence Capital Management Inc | 25,416 | $1.71M | 0.10% | 00.0% | Unchanged |
| Hartford Investment Management Co | 25,467 | $1.71M | 0.05% | −304−1.2% | Reduced |
| Private Advisor Group, LLC | 25,607 | $1.72M | 0.01% | +1,810+7.6% | Added |
| Sowell Financial Services LLC | 25,653 | $1.72M | 0.06% | +760+3.1% | Added |
| Pacific Capital Partners Ltd | 25,861 | $1.73M | 1.71% | +25,861 | New |
| Axq Capital, LP | 26,566 | $1.78M | 0.23% | −11,850−30.8% | Reduced |
| Bridgeway Capital Management, LLC | 26,900 | $1.80M | 0.04% | −14,400−34.9% | Reduced |
| Mizuho Securities USA LLC | 26,924 | $1.81M | 0.04% | −5,504−17.0% | Reduced |
| Skopos Labs, Inc. | 27,277 | $1.83M | 0.06% | +16,254+147.5% | Added |
| Concurrent Investment Advisors, LLC | 27,643 | $1.85M | 0.02% | +3,608+15.0% | Added |
| Marks Group Wealth Management, Inc | 27,719 | $1.86M | 0.18% | −5,965−17.7% | Reduced |
| Sciencast Management LP | 27,727 | $1.86M | 0.24% | +27,727 | New |
| Virtue Capital Management, LLC | 29,444 | $1.88M | 0.29% | −428−1.4% | Reduced |
| Mystic Asset Management, Inc. | 28,200 | $1.89M | 0.44% | 00.0% | Unchanged |
| Norinchukin Bank, The | 28,323 | $1.90M | 0.02% | +103+0.4% | Added |
| Tower Research Capital LLC (TRC) | 28,333 | $1.90M | 0.05% | +3,779+15.4% | Added |
| Sound View Wealth Advisors Group, LLC | 28,528 | $1.91M | 0.13% | −353−1.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 28,579 | $1.92M | 0.78% | −1,213−4.1% | Reduced |
| Quadrant Capital Group LLC | 28,658 | $1.92M | 0.06% | +580+2.1% | Added |
| Coronation Fund Managers Ltd. | 28,844 | $1.93M | 0.09% | +1,982+7.4% | Added |
| WBI Investments | 28,852 | $1.94M | 0.53% | +1,530+5.6% | Added |
| Millington Securities, LLC | 28,852 | $1.94M | 0.53% | +28,852 | New |