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