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