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 |
|---|---|---|---|---|---|
| Altshuler Shaham Ltd | 28,933 | $1.94M | 0.04% | +12,933+80.8% | Added |
| Moore Capital Management, LP | 29,026 | $1.95M | 0.07% | −71,933−71.2% | Reduced |
| Osmosis Investment Management UK Ltd | 29,056 | $1.95M | 0.05% | +12,982+80.8% | Added |
| Inspire Advisors, LLC | 29,195 | $1.96M | 0.16% | +205+0.7% | Added |
| Manchester Financial Inc | 29,313 | $1.97M | 0.38% | +120.0% | Added |
| J. Safra Sarasin Holding AG | 29,925 | $2.01M | 0.03% | −2,053−6.4% | Reduced |
| Chase Investment Counsel Corp | 30,000 | $2.01M | 0.53% | −6,000−16.7% | Reduced |
| Convergence Investment Partners, LLC | 30,048 | $2.02M | 0.33% | −4,859−13.9% | Reduced |
| Spire Wealth Management | 30,457 | $2.04M | 0.07% | +4,641+18.0% | Added |
| Captrust Financial Advisors | 30,712 | $2.06M | 0.00% | +1,543+5.3% | Added |
| Empowered Funds, LLC | 30,726 | $2.06M | 0.01% | −98,197−76.2% | Reduced |
| Nisa Investment Advisors, LLC | 30,728 | $2.06M | 0.01% | −2,481−7.5% | Reduced |
| Florida Financial Advisors, LLC | 31,188 | $2.09M | 0.50% | +5,624+22.0% | Added |
| Hanseatic Management Services Inc | 31,417 | $2.11M | 2.02% | +31,417 | New |
| Dumont & Blake Investment Advisors LLC | 31,457 | $2.11M | 0.53% | −763−2.4% | Reduced |
| Catalyst Capital Advisors LLC | 31,500 | $2.11M | 0.04% | +31,500 | New |
| Gladstone Institutional Advisory LLC | 31,687 | $2.13M | 0.08% | +31,687 | New |
| Element Squared LLC | 31,696 | $2.13M | 1.20% | +31,696 | New |
| Investment House LLC | 31,775 | $2.13M | 0.11% | −33,138−51.0% | Reduced |
| Vestcor Inc | 31,806 | $2.13M | 0.06% | 00.0% | Unchanged |
| M&T Bank Corp | 31,839 | $2.14M | 0.01% | +2,137+7.2% | Added |
| Advisory Services Network, LLC | 31,907 | $2.14M | 0.03% | +8,918+38.8% | Added |
| Fiduciary Family Office, LLC | 31,948 | $2.14M | 0.61% | −2,341−6.8% | Reduced |
| Gardner Lewis Asset Management L P | 32,275 | $2.16M | 0.47% | +1,490+4.8% | Added |
| Schroder Investment Management Group | 34,505 | $2.20M | 0.00% | +10,578+44.2% | Added |
| Scotia Capital Inc. | 33,155 | $2.22M | 0.01% | −2,254−6.4% | Reduced |
| Martingale Asset Management L P | 33,705 | $2.26M | 0.06% | −30,746−47.7% | Reduced |
| Cerity Partners LLC | 33,721 | $2.26M | 0.00% | +12,762+60.9% | Added |
| Swedbank AB | 34,080 | $2.29M | 0.00% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 34,153 | $2.29M | 0.41% | +1,420+4.3% | Added |
| Teachers Retirement System of the State of Kentucky | 34,301 | $2.30M | 0.02% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 34,321 | $2.30M | 0.01% | −4,287−11.1% | Reduced |
| Oppenheimer & Co Inc | 34,396 | $2.31M | 0.03% | +23,730+222.5% | Added |
| Gulf International Bank (UK) Ltd | 34,425 | $2.31M | 0.05% | +11,935+53.1% | Added |
| Vontobel Holding Ltd. | 34,904 | $2.34M | 0.01% | +2,175+6.6% | Added |
| Van Eck Associates Corp | 35,014 | $2.35M | 0.00% | +264+0.8% | Added |
| Standard Life Aberdeen plc | 35,027 | $2.35M | 0.00% | +7,501+27.3% | Added |
| IMC-Chicago, LLC | 35,153 | $2.36M | 0.04% | +35,153 | New |
| Capitolis Liquid Global Markets LLC | 35,176 | $2.36M | 0.02% | +35,176 | New |
| Colony Group, LLC | 35,318 | $2.37M | 0.00% | +9,751+38.1% | Added |
| Omers Administration Corp | 35,891 | $2.41M | 0.02% | +7,850+28.0% | Added |
| Macquarie Group Ltd | 35,906 | $2.41M | 0.01% | −23,393−39.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 37,298 | $2.50M | 0.37% | −1,148−3.0% | Reduced |
| Edgestream Partners, L.P. | 37,399 | $2.51M | 0.08% | −46,803−55.6% | Reduced |
| Central Trust Co | 38,915 | $2.61M | 0.05% | +4,257+12.3% | Added |
| Endure Capital Management, LLC | 39,200 | $2.63M | 1.83% | +39,200 | New |
| ION Fund Management Ltd | 40,000 | $2.68M | 0.41% | −30,000−42.9% | Reduced |
| Griffin Asset Management, Inc. | 40,284 | $2.70M | 0.30% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 40,221 | $2.72M | 0.01% | −529,663−92.9% | Reduced |
| Lecap Asset Management Ltd | 40,651 | $2.73M | 1.03% | +40,651 | New |
| Cim, LLC | 41,476 | $2.78M | 0.40% | −3,107−7.0% | Reduced |
| Sovran Advisors, LLC | 35,105 | $2.79M | 0.22% | +4,649+15.3% | Added |
| Left Brain Wealth Management, LLC | 42,455 | $2.85M | 1.12% | +42,455 | New |
| Silver Oak Securities, Inc | 42,457 | $2.85M | 0.21% | +849+2.0% | Added |
| Yousif Capital Management, LLC | 42,858 | $2.87M | 0.03% | −1,935−4.3% | Reduced |
| Alberta Investment Management Corp | 43,000 | $2.88M | 0.02% | −22,700−34.6% | Reduced |
| Public Employees Retirement Association of Colorado | 43,060 | $2.89M | 0.01% | 00.0% | Unchanged |
| Ethic Inc. | 43,149 | $2.89M | 0.05% | +226+0.5% | Added |
| Arkadios Wealth Advisors | 43,413 | $2.91M | 0.05% | −2,331−5.1% | Reduced |
| Anderson Hoagland & Co | 43,456 | $2.91M | 0.25% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 43,765 | $2.94M | 0.68% | +350+0.8% | Added |
| Insight Wealth Strategies, LLC | 43,894 | $2.94M | 0.33% | +589+1.4% | Added |
| State of Alaska, Department of Revenue | 44,137 | $2.96M | 0.03% | +260+0.6% | Added |
| Triasima Portfolio Management inc. | 44,450 | $2.98M | 0.45% | +6,025+15.7% | Added |
| Value Partners Investments Inc. | 44,793 | $3.00M | 0.23% | +2,889+6.9% | Added |
| Eurizon Capital SGR S.p.A. | 44,964 | $3.02M | 0.01% | +15,087+50.5% | Added |
| US Bancorp | 44,966 | $3.02M | 0.00% | −12,517−21.8% | Reduced |
| Davenport & Co LLC | 45,295 | $3.04M | 0.02% | +3,562+8.5% | Added |
| TD Private Client Wealth LLC | 45,301 | $3.04M | 0.06% | −1,844−3.9% | Reduced |
| OP Asset Management Ltd | 45,930 | $3.08M | 0.03% | −2,441−5.0% | Reduced |
| Horizon Investments, LLC | 47,256 | $3.17M | 0.04% | −7,166−13.2% | Reduced |
| Mutual of America Capital Management LLC | 47,373 | $3.18M | 0.04% | −451−0.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 47,744 | $3.20M | 0.00% | −131,605−73.4% | Reduced |
| Kestra Advisory Services, LLC | 47,782 | $3.20M | 0.01% | −742−1.5% | Reduced |
| Umb Bank N A | 47,821 | $3.21M | 0.04% | +46,832+4,735.3% | Added |
| Oppenheimer Asset Management Inc. | 47,896 | $3.21M | 0.04% | +47,896 | New |
| Exchange Traded Concepts, LLC | 47,976 | $3.22M | 0.02% | +38,023+382.0% | Added |
| Kepler Cheuvreux (Suisse) SA | 48,250 | $3.24M | 0.22% | +8,786+22.3% | Added |
| State of Wyoming | 49,187 | $3.30M | 0.39% | −165−0.3% | Reduced |
| JustInvest LLC | 49,556 | $3.32M | 0.03% | +2,488+5.3% | Added |
| Mackenzie Financial Corp | 49,692 | $3.33M | 0.00% | +4,103+9.0% | Added |
| Jefferies Financial Group Inc. | 49,769 | $3.34M | 0.04% | +8,275+19.9% | Added |
| Mercer Global Advisors Inc | 50,353 | $3.38M | 0.00% | +8,401+20.0% | Added |
| Sumitomo Life Insurance Co | 50,582 | $3.39M | 0.08% | −7,968−13.6% | Reduced |
| Spahn Wealth & Retirement LLC | 50,662 | $3.40M | 4.32% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 50,752 | $3.40M | 0.01% | −47,809−48.5% | Reduced |
| XTX Topco Ltd | 51,059 | $3.42M | 0.06% | +41,553+437.1% | Added |
| Swiss Life Asset Management Ltd | 51,068 | $3.43M | 0.02% | +11,398+28.7% | Added |
| Oregon Public Employees Retirement Fund | 51,076 | $3.43M | 0.05% | +100+0.2% | Added |
| Blackhawk Capital Partners LLC. | 51,353 | $3.44M | 1.26% | +3,529+7.4% | Added |
| Mariner, LLC | 52,017 | $3.49M | 0.00% | +48,373+1,327.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 44,376 | $3.54M | 1.12% | +683+1.6% | Added |
| Illumine Investment Management, LLC | 53,459 | $3.59M | 2.76% | −12,210−18.6% | Reduced |
| Kennondale Capital Management LLC | 54,373 | $3.65M | 2.63% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 54,730 | $3.67M | 0.73% | +775+1.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 54,790 | $3.67M | 0.00% | +8,722+18.9% | Added |
| CX Institutional | 54,860 | $3.68M | 0.11% | +54,248+8,864.1% | Added |
| Pathstone Holdings, LLC | 55,423 | $3.72M | 0.01% | +1,724+3.2% | Added |
| Freedom Day Solutions, LLC | 56,057 | $3.76M | 1.01% | −2,140−3.7% | Reduced |
| Allstate Corp | 56,366 | $3.78M | 0.04% | +22,831+68.1% | Added |