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 |
|---|---|---|---|---|---|
| Resona Asset Management Co.,Ltd. | 137,174 | $9.11M | 0.05% | +6,661+5.1% | Added |
| Jump Financial, LLC | 136,788 | $9.17M | 0.14% | −192,190−58.4% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 136,970 | $9.19M | 3.88% | +2,000+1.5% | Added |
| Wealthfront Advisers LLC | 142,343 | $9.55M | 0.02% | +17,092+13.6% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 144,307 | $9.68M | 0.05% | −1,595−1.1% | Reduced |
| Evelyn Partners Investment Management LLP | 148,042 | $9.93M | 0.27% | −15,096−9.3% | Reduced |
| Investment Management Corp of Ontario | 150,561 | $10.1M | 0.13% | +69,609+86.0% | Added |
| Tredje AP-fonden | 151,502 | $10.2M | 0.06% | +151,502 | New |
| Aware Super Pty Ltd as trustee of Aware Super | 151,906 | $10.2M | 0.15% | +151,906 | New |
| State of New Jersey Common Pension Fund D | 152,096 | $10.2M | 0.04% | 00.0% | Unchanged |
| National Bank of Canada | 152,726 | $10.2M | 0.01% | −49,472−24.5% | Reduced |
| Mediolanum International Funds Ltd | 162,067 | $10.3M | 0.11% | −10,646−6.2% | Reduced |
| GFS Advisors, LLC | 60,627 | $10.6M | 0.75% | +60,627 | New |
| Ibex Wealth Advisors | 159,743 | $10.7M | 1.00% | +5,251+3.4% | Added |
| State of Tennessee, Treasury Department | 163,304 | $11.0M | 0.04% | −22,178−12.0% | Reduced |
| Moran Wealth Management, LLC | 165,986 | $11.1M | 0.34% | +63,993+62.7% | Added |
| Capital Impact Advisors, LLC | 166,843 | $11.2M | 4.52% | −327,114−66.2% | Reduced |
| KLP Kapitalforvaltning AS | 171,700 | $11.5M | 0.05% | +22,700+15.2% | Added |
| Qsemble Capital Management, LP | 173,632 | $11.6M | 0.89% | +173,632 | New |
| Banco Bilbao Vizcaya Argentaria, S.A. | 174,412 | $11.7M | 0.08% | −2,341−1.3% | Reduced |
| Pinebridge Investments LLC | 174,473 | $11.7M | 0.10% | −7,654−4.2% | Reduced |
| Premier Fund Managers Ltd | 185,333 | $11.8M | 0.84% | −18,292−9.0% | Reduced |
| Crocodile Capital Partners GmbH | 227,226 | $12.0M | 8.62% | +40,000+21.4% | Added |
| Truist Financial Corp | 185,752 | $12.5M | 0.02% | −14,410−7.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 186,263 | $12.5M | 0.03% | −23,333−11.1% | Reduced |
| Harbor Advisors LLC | 186,832 | $12.5M | 1.81% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 190,798 | $12.8M | 0.02% | +80,419+72.9% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 191,377 | $12.8M | 1.07% | +1,927+1.0% | Added |
| Credit Agricole S A | 197,993 | $13.3M | 0.04% | −154,931−43.9% | Reduced |
| Janney Montgomery Scott LLC | 199,570 | $13.4M | 0.03% | −2,578−1.3% | Reduced |
| Cornerstone Advisors, LLC | 202,024 | $13.5M | 0.50% | 00.0% | Unchanged |
| Cetera Investment Advisers | 209,311 | $14.0M | 0.01% | +48,443+30.1% | Added |
| Azora Capital LP | 211,418 | $14.2M | 0.93% | +211,418 | New |
| Cozad Asset Management Inc | 212,091 | $14.2M | 1.12% | +8,036+3.9% | Added |
| Man Group plc | 212,255 | $14.2M | 0.03% | −109,617−34.1% | Reduced |
| Danske Bank A/S | 213,708 | $14.3M | 0.03% | −9,400−4.2% | Reduced |
| Advisor Group Holdings, Inc. | 215,910 | $14.5M | 0.02% | +139,751+183.5% | Added |
| Prudential Financial Inc | 216,024 | $14.5M | 0.02% | −6,091−2.7% | Reduced |
| One Madison Group LLC | 219,375 | $14.7M | 1.70% | +79,375+56.7% | Added |
| Munro Partners | 219,390 | $14.7M | 0.50% | +99,005+82.2% | Added |
| Chevy Chase Trust Holdings, Inc. | 219,686 | $14.7M | 0.04% | −6,392−2.8% | Reduced |
| HighTower Advisors, LLC | 220,212 | $14.8M | 0.02% | +8,036+3.8% | Added |
| Vanguard Investments Australia, Ltd. | 222,683 | $14.9M | 0.04% | +222,683 | New |
| Trexquant Investment LP | 223,627 | $15.0M | 0.11% | −54,223−19.5% | Reduced |
| Public Employees Retirement System of Ohio | 228,301 | $15.3M | 0.05% | −27,253−10.7% | Reduced |
| Longaeva Partners L.P. | 231,496 | $15.5M | 0.75% | +231,496 | New |
| Jain Global LLC | 232,705 | $15.6M | 0.20% | +232,705 | New |
| Manufacturers Life Insurance Company, The | 235,851 | $15.8M | 0.01% | −19,519−7.6% | Reduced |
| Asset Management One Co.,Ltd. | 239,194 | $16.0M | 0.05% | +50,878+27.0% | Added |
| Milford Funds Ltd | 239,311 | $16.1M | 0.34% | −177,419−42.6% | Reduced |
| Korea Investment CORP | 241,672 | $16.2M | 0.03% | −96,100−28.5% | Reduced |
| AQR Capital Management LLC | 242,576 | $16.3M | 0.01% | +147,383+154.8% | Added |
| CWM Advisors, LLC | 243,602 | $16.3M | 0.95% | +51,812+27.0% | Added |
| SG Americas Securities, LLC | 247,461 | $16.6M | 0.02% | +184,411+292.5% | Added |
| O'Brien Greene & Co. Inc | 252,741 | $17.0M | 4.80% | −6,562−2.5% | Reduced |
| Pictet Asset Management Holding SA | 253,964 | $17.0M | 0.02% | −10,340−3.9% | Reduced |
| Dana Investment Advisors, Inc. | 259,284 | $17.4M | 0.52% | −51,881−16.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 262,984 | $17.6M | 0.03% | +245,378+1,393.7% | Added |
| PFA Pension, Forsikringsaktieselskab | 268,845 | $18.0M | 0.05% | +50.0% | Added |
| Toronto Dominion Bank | 272,224 | $18.3M | 0.04% | +73,704+37.1% | Added |
| Brooktree Capital Management | 272,252 | $18.3M | 14.48% | −128,476−32.1% | Reduced |
| Jones Financial Companies LLLP | 287,053 | $18.4M | 0.01% | +254,157+772.6% | Added |
| Bank of Nova Scotia | 275,306 | $18.5M | 0.03% | +130,043+89.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 281,307 | $18.9M | 0.15% | −41,873−13.0% | Reduced |
| Susquehanna International Group, LLP | 283,993 | $19.0M | 0.02% | +200,056+238.3% | Added |
| State of Wisconsin Investment Board | 288,573 | $19.4M | 0.04% | +20,193+7.5% | Added |
| Lansing Management LP | 290,185 | $19.5M | 12.93% | −9,300−3.1% | Reduced |
| New York State Teachers Retirement System | 290,469 | $19.5M | 0.04% | +11,479+4.1% | Added |
| TD Waterhouse Canada Inc. | 287,930 | $20.0M | 0.06% | +186,602+184.2% | Added |
| Rovida Investment Management Ltd | 300,000 | $20.1M | 2.52% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 301,631 | $20.2M | 0.09% | −88,754−22.7% | Reduced |
| Stony Point Capital LLC | 307,710 | $20.6M | 1.67% | −1,348−0.4% | Reduced |
| Squarepoint Ops LLC | 315,834 | $21.2M | 0.05% | −707,325−69.1% | Reduced |
| Fifth Third Bancorp | 318,274 | $21.3M | 0.04% | +127,903+67.2% | Added |
| Nomura Asset Management Co Ltd | 320,652 | $21.5M | 0.06% | +82,260+34.5% | Added |
| Winmill & Co. Inc | 327,200 | $21.9M | 6.33% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 334,942 | $22.5M | 0.03% | +9,276+2.8% | Added |
| Tudor Investment Corp Et Al | 336,704 | $22.6M | 0.12% | −215,040−39.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 337,737 | $22.7M | 0.04% | −8,604−2.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 345,208 | $23.2M | 0.05% | −128,720−27.2% | Reduced |
| Allianz Asset Management GmbH | 347,588 | $23.3M | 0.03% | −233,181−40.2% | Reduced |
| Woodline Partners LP | 354,749 | $23.8M | 0.09% | +348,225+5,337.6% | Added |
| Aviva PLC | 355,866 | $23.9M | 0.04% | +26,535+8.1% | Added |
| Worldquant Millennium Advisors LLC | 359,995 | $24.1M | 0.09% | −751,019−67.6% | Reduced |
| Gabelli Funds LLC | 363,256 | $24.4M | 0.16% | −1,784−0.5% | Reduced |
| Natixis Advisors, L.P. | 365,464 | $24.5M | 0.03% | +273,892+299.1% | Added |
| Massachusetts Financial Services Co | 366,066 | $24.6M | 0.01% | −123,682−25.3% | Reduced |
| Raiffeisen Bank International AG | 386,497 | $24.7M | 0.36% | +370,586+2,329.1% | Added |
| Cookson Peirce & Co Inc | 369,268 | $24.8M | 1.05% | +369,268 | New |
| Mawer Investment Management Ltd. | 369,482 | $24.8M | 0.16% | −60,336−14.0% | Reduced |
| Qube Research & Technologies Ltd | 375,022 | $25.2M | 0.04% | −41,964−10.1% | Reduced |
| State Board of Administration of Florida Retirement System | 384,325 | $25.8M | 0.05% | −1,046−0.3% | Reduced |
| Fullerton Fund Management Co Ltd. | 392,602 | $26.3M | 2.11% | +387,683+7,881.3% | Added |
| Storebrand Asset Management AS | 395,346 | $26.5M | 0.08% | −5,427−1.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 399,000 | $26.8M | 0.04% | −3,100−0.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 422,821 | $28.4M | 0.53% | +159,240+60.4% | Added |
| Alliancebernstein L.P. | 454,970 | $29.3M | 0.01% | −31,851−6.5% | Reduced |
| Renaissance Technologies LLC | 461,700 | $31.0M | 0.05% | −154,695−25.1% | Reduced |
| New York State Common Retirement Fund | 463,837 | $31.1M | 0.04% | −3,200−0.7% | Reduced |
| D. E. Shaw & Co., Inc. | 491,508 | $33.0M | 0.03% | +466,791+1,888.5% | Added |