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 |
|---|---|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 132,530 | $8.89M | 0.10% | +12,417+10.3% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 130,500 | $8.75M | 0.05% | +34,800+36.4% | Added |
| Commonwealth Equity Services, LLC | 127,601 | $8.56M | 0.01% | +6,408+5.3% | Added |
| Nomura Asset Management International Inc. | 127,579 | $8.56M | 0.01% | −9,529−6.9% | Reduced |
| Natixis | 127,170 | $8.53M | 0.03% | −260,239−67.2% | Reduced |
| Public Sector Pension Investment Board | 126,806 | $8.50M | 0.03% | −156,629−55.3% | Reduced |
| SkyView Investment Advisors, LLC | 126,074 | $8.46M | 1.14% | −15,925−11.2% | Reduced |
| Donaldson Capital Management, LLC | 124,896 | $8.38M | 0.27% | +124,896 | New |
| CWA Asset Management Group, LLC | 121,999 | $8.18M | 0.28% | −4,003−3.2% | Reduced |
| Czech National Bank | 121,293 | $8.14M | 0.05% | +3,858+3.3% | Added |
| Arizona State Retirement System | 121,016 | $8.12M | 0.05% | −1,269−1.0% | Reduced |
| NewEdge Wealth, LLC | 119,880 | $8.04M | 0.10% | +3,100+2.7% | Added |
| Handelsbanken Fonder AB | 118,127 | $7.92M | 0.03% | +1,753+1.5% | Added |
| Fremen Capital Management LP | 117,674 | $7.89M | 7.31% | +1,021+0.9% | Added |
| CI Private Wealth, LLC | 118,302 | $7.87M | 0.01% | +29,416+33.1% | Added |
| AWH Capital, L.P. | 116,380 | $7.81M | 7.09% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 120,620 | $7.80M | 0.02% | +11,280+10.3% | Added |
| State of Michigan Retirement System | 116,300 | $7.80M | 0.04% | −300−0.3% | Reduced |
| Picton Mahoney Asset Management | 116,270 | $7.80M | 0.08% | −22,080−16.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 116,029 | $7.78M | 0.04% | −86−0.1% | Reduced |
| ProShare Advisors LLC | 115,605 | $7.75M | 0.01% | −5,735−4.7% | Reduced |
| Gotham Asset Management, LLC | 114,822 | $7.70M | 0.02% | +1,813+1.6% | Added |
| Brevan Howard Capital Management LP | 113,946 | $7.64M | 0.08% | +104,628+1,122.9% | Added |
| Rafferty Asset Management, LLC | 112,881 | $7.57M | 0.03% | −29,159−20.5% | Reduced |
| Prescott Group Capital Management, L.L.C. | 111,676 | $7.49M | 0.75% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 111,674 | $7.49M | 0.09% | +7,636+7.3% | Added |
| Titan Wealth (CI) Ltd | 109,972 | $7.38M | 3.19% | −1,485−1.3% | Reduced |
| SEB Asset Management AB | 109,043 | $7.31M | 0.03% | +109,043 | New |
| Transamerica Financial Advisors, Inc. | 107,983 | $7.24M | 0.62% | +106,853+9,456.0% | Added |
| CIBC Asset Management Inc | 106,002 | $7.11M | 0.02% | +1,539+1.5% | Added |
| Federation des caisses Desjardins du Quebec | 105,963 | $7.11M | 0.03% | +36,023+51.5% | Added |
| MetLife Investment Management | 104,824 | $7.03M | 0.04% | −2,769−2.6% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 103,744 | $6.96M | 0.04% | +150+0.1% | Added |
| Emmett Investment Management, LP | 102,190 | $6.94M | 5.31% | −9,950−8.9% | Reduced |
| Firetrail Investments Pty Ltd | 103,259 | $6.93M | 2.36% | +5,033+5.1% | Added |
| CIBC World Markets Inc. | 103,106 | $6.92M | 0.01% | −36,329−26.1% | Reduced |
| CIBC Bancorp USA Inc. | 99,991 | $6.71M | 0.01% | +99,991 | New |
| Mn Services Vermogensbeheer B.V. | 98,519 | $6.61M | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 98,437 | $6.60M | 0.00% | +11,744+13.5% | Added |
| Vident Advisory, LLC | 95,824 | $6.43M | 0.05% | +30,666+47.1% | Added |
| Daiwa Securities Group Inc. | 95,312 | $6.39M | 0.02% | +4,384+4.8% | Added |
| Retirement Systems of Alabama | 94,576 | $6.34M | 0.02% | −167−0.2% | Reduced |
| IFM Investors Pty Ltd | 94,196 | $6.32M | 0.05% | +5,589+6.3% | Added |
| Dorsey Wright & Associates | 93,675 | $6.28M | 0.78% | +93,675 | New |
| Atria Investments LLC | 92,665 | $6.22M | 0.07% | +14,250+18.2% | Added |
| Quinn Opportunity Partners LLC | 92,000 | $6.17M | 0.32% | 00.0% | Unchanged |
| STRS Ohio | 91,511 | $6.14M | 0.02% | −5,664−5.8% | Reduced |
| ExodusPoint Capital Management, LP | 91,501 | $6.14M | 0.06% | +91,501 | New |
| DnB Asset Management AS | 91,003 | $6.10M | 0.02% | +7,877+9.5% | Added |
| Militia Capital Management LLC | 91,000 | $6.10M | 1.37% | +91,000 | New |
| Amalgamated Bank | 90,334 | $6.06M | 0.05% | +3,037+3.5% | Added |
| QRG Capital Management, Inc. | 88,799 | $5.96M | 0.06% | +62,711+240.4% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 88,517 | $5.94M | 0.06% | −4,045−4.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 87,066 | $5.84M | 0.02% | +14,035+19.2% | Added |
| Janus Henderson Group PLC | 85,766 | $5.75M | 0.00% | +6,274+7.9% | Added |
| Resources Investment Advisors, LLC. | 82,250 | $5.52M | 0.05% | −13,755−14.3% | Reduced |
| Nordea Investment Management AB | 81,137 | $5.26M | 0.00% | +21,553+36.2% | Added |
| USS Investment Management Ltd | 78,392 | $5.26M | 0.02% | +2,363+3.1% | Added |
| Erste Asset Management GmbH | 81,000 | $5.20M | 0.05% | +4,500+5.9% | Added |
| Davidson Capital Management Inc. | 76,513 | $5.13M | 0.93% | +53,548+233.2% | Added |
| O'Shaughnessy Asset Management, LLC | 76,456 | $5.13M | 0.03% | +10,127+15.3% | Added |
| Voya Investment Management LLC | 76,353 | $5.12M | 0.01% | −89,285−53.9% | Reduced |
| Xponance, Inc. | 76,037 | $5.10M | 0.04% | +10,282+15.6% | Added |
| Sanctuary Advisors, LLC | 74,205 | $4.98M | 0.03% | +317+0.4% | Added |
| Ambassador Advisors, LLC | 74,113 | $4.97M | 0.75% | +2,040+2.8% | Added |
| Creative Planning | 73,431 | $4.93M | 0.00% | +19,134+35.2% | Added |
| Bridgewater Associates, LP | 72,337 | $4.85M | 0.02% | −416,603−85.2% | Reduced |
| Epacria Capital Partners, LLC | 72,000 | $4.83M | 3.74% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 70,556 | $4.73M | 0.04% | +7,386+11.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 70,066 | $4.71M | 0.02% | +6,613+10.4% | Added |
| Boothbay Fund Management, LLC | 69,876 | $4.69M | 0.11% | +69,876 | New |
| CSM Advisors, LLC | 69,834 | $4.68M | 0.12% | +69,834 | New |
| Utah Retirement Systems | 69,621 | $4.67M | 0.05% | −1,157−1.6% | Reduced |
| Gator Capital Management, LLC | 68,800 | $4.61M | 0.98% | +28,000+68.6% | Added |
| Toroso Investments, LLC | 69,315 | $4.59M | 0.01% | +11,047+19.0% | Added |
| TCW Group Inc | 68,240 | $4.58M | 0.03% | +8,704+14.6% | Added |
| Vinva Investment Management Ltd | 71,241 | $4.54M | 0.06% | −6,030−7.8% | Reduced |
| SummitTX Capital, L.P. | 66,531 | $4.46M | 0.14% | +60,439+992.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 66,192 | $4.44M | 0.04% | +261+0.4% | Added |
| Fulcrum Asset Management LLP | 69,413 | $4.42M | 0.67% | +5,276+8.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 65,834 | $4.42M | 0.08% | +65,834 | New |
| Dutch Asset Corp | 65,098 | $4.37M | 2.93% | +11,852+22.3% | Added |
| Stanley-Laman Group, Ltd. | 64,020 | $4.29M | 0.53% | +1,393+2.2% | Added |
| NEOS Investment Management LLC | 63,224 | $4.24M | 0.02% | +14,709+30.3% | Added |
| S&CO Inc | 63,080 | $4.23M | 0.26% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 66,096 | $4.21M | 0.01% | +7,514+12.8% | Added |
| MML Investors Services, LLC | 62,039 | $4.16M | 0.01% | +13,188+27.0% | Added |
| New York Life Investment Management LLC | 62,023 | $4.16M | 0.04% | +801+1.3% | Added |
| Point72 Asset Management, L.P. | 61,692 | $4.14M | 0.01% | +61,692 | New |
| UniSuper Management Pty Ltd | 61,532 | $4.13M | 0.03% | +14,066+29.6% | Added |
| British Columbia Investment Management Corp | 61,390 | $4.12M | 0.02% | −17,471−22.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 60,524 | $4.06M | 0.15% | +60,524 | New |
| Numerai GP LLC | 60,446 | $4.05M | 0.41% | +44,954+290.2% | Added |
| Crossmark Global Holdings, Inc. | 59,340 | $3.98M | 0.06% | +14,133+31.3% | Added |
| Hedeker Wealth, LLC | 58,041 | $3.89M | 0.82% | +29,688+104.7% | Added |
| Nissay Asset Management Corp | 57,944 | $3.89M | 0.02% | +554+1.0% | Added |
| Cresset Asset Management, LLC | 57,932 | $3.89M | 0.02% | +1,443+2.6% | Added |
| Prime Capital Investment Advisors, LLC | 57,680 | $3.87M | 0.04% | −382−0.7% | Reduced |
| EULAV Asset Management | 57,160 | $3.83M | 0.12% | −6,999−10.9% | Reduced |
| The PNC Financial Services Group, Inc. | 57,096 | $3.83M | 0.00% | +10,798+23.3% | Added |