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 |
|---|---|---|---|---|---|
| WBI Investments | 28,852 | $1.94M | 0.53% | +1,530+5.6% | Added |
| Millington Securities, LLC | 28,852 | $1.94M | 0.53% | +28,852 | New |
| Coronation Fund Managers Ltd. | 28,844 | $1.93M | 0.09% | +1,982+7.4% | Added |
| Quadrant Capital Group LLC | 28,658 | $1.92M | 0.06% | +580+2.1% | Added |
| Mitchell & Pahl Private Wealth, LLC | 28,579 | $1.92M | 0.78% | −1,213−4.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,528 | $1.91M | 0.13% | −353−1.2% | Reduced |
| Tower Research Capital LLC (TRC) | 28,333 | $1.90M | 0.05% | +3,779+15.4% | Added |
| Norinchukin Bank, The | 28,323 | $1.90M | 0.02% | +103+0.4% | Added |
| Mystic Asset Management, Inc. | 28,200 | $1.89M | 0.44% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 29,444 | $1.88M | 0.29% | −428−1.4% | Reduced |
| Sciencast Management LP | 27,727 | $1.86M | 0.24% | +27,727 | New |
| Marks Group Wealth Management, Inc | 27,719 | $1.86M | 0.18% | −5,965−17.7% | Reduced |
| Concurrent Investment Advisors, LLC | 27,643 | $1.85M | 0.02% | +3,608+15.0% | Added |
| Skopos Labs, Inc. | 27,277 | $1.83M | 0.06% | +16,254+147.5% | Added |
| Mizuho Securities USA LLC | 26,924 | $1.81M | 0.04% | −5,504−17.0% | Reduced |
| Bridgeway Capital Management, LLC | 26,900 | $1.80M | 0.04% | −14,400−34.9% | Reduced |
| Axq Capital, LP | 26,566 | $1.78M | 0.23% | −11,850−30.8% | Reduced |
| Pacific Capital Partners Ltd | 25,861 | $1.73M | 1.71% | +25,861 | New |
| Sowell Financial Services LLC | 25,653 | $1.72M | 0.06% | +760+3.1% | Added |
| Private Advisor Group, LLC | 25,607 | $1.72M | 0.01% | +1,810+7.6% | Added |
| Hartford Investment Management Co | 25,467 | $1.71M | 0.05% | −304−1.2% | Reduced |
| Everence Capital Management Inc | 25,416 | $1.71M | 0.10% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 25,386 | $1.70M | 0.24% | −3,552−12.3% | Reduced |
| Virtus Investment Advisers, Inc. | 25,142 | $1.69M | 0.47% | −2,643−9.5% | Reduced |
| New Age Alpha Advisors, LLC | 24,649 | $1.65M | 0.08% | −686−2.7% | Reduced |
| Guggenheim Capital LLC | 24,642 | $1.65M | 0.01% | −2,984−10.8% | Reduced |
| PMC FIG Opportunities LLC | 24,307 | $1.63M | 2.53% | +24,307 | New |
| Elo Mutual Pension Insurance Co | 24,288 | $1.63M | 0.03% | −5,556−18.6% | Reduced |
| L2 Asset Management, LLC | 24,215 | $1.62M | 0.15% | +3,349+16.1% | Added |
| Titan Investment Solutions Ltd | 23,777 | $1.59M | 0.20% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 24,209 | $1.56M | 0.03% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 23,180 | $1.55M | 0.03% | −4,565−16.5% | Reduced |
| Havemeyer Place LP | 23,164 | $1.55M | 0.18% | +16,863+267.6% | Added |
| Aspire Private Capital, LLC | 23,126 | $1.55M | 0.35% | −7,874−25.4% | Reduced |
| Atomi Financial Group, Inc. | 22,975 | $1.54M | 0.05% | −1,870−7.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 22,955 | $1.54M | 0.02% | +10,502+84.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 22,929 | $1.54M | 0.01% | +8,736+61.6% | Added |
| Louisiana State Employees Retirement System | 22,700 | $1.52M | 0.03% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 22,659 | $1.52M | 0.00% | +2,694+13.5% | Added |
| Pacer Advisors, Inc. | 22,272 | $1.49M | 0.00% | −12,778−36.5% | Reduced |
| Mainstream Capital Management LLC | 21,814 | $1.46M | 0.98% | +262+1.2% | Added |
| Maryland State Retirement & Pension System | 21,382 | $1.43M | 0.03% | 00.0% | Unchanged |
| Leonteq Securities AG | 21,135 | $1.42M | 0.09% | −6,003−22.1% | Reduced |
| AG2R la Mondiale Gestion D'Actifs | 20,897 | $1.40M | 0.06% | +1,916+10.1% | Added |
| Highland Capital Management, LLC | 20,834 | $1.40M | 0.07% | −2,926−12.3% | Reduced |
| Change Path, LLC | 20,613 | $1.38M | 0.03% | −398−1.9% | Reduced |
| Two Sigma Securities, LLC | 20,410 | $1.37M | 0.16% | +20,410 | New |
| New Mexico Educational Retirement Board | 20,300 | $1.36M | 0.04% | 00.0% | Unchanged |
| Miura Global Management, LLC | 20,000 | $1.34M | 7.19% | −20,000−50.0% | Reduced |
| Monetta Financial Services Inc | 20,000 | $1.34M | 1.04% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 19,877 | $1.33M | 0.02% | −16,947−46.0% | Reduced |
| Csenge Advisory Group | 19,837 | $1.33M | 0.06% | −9,566−32.5% | Reduced |
| Fisher Funds Management LTD | 19,810 | $1.33M | 0.04% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 19,798 | $1.33M | 0.31% | +15,440+354.3% | Added |
| AE Wealth Management LLC | 19,691 | $1.32M | 0.01% | +2,160+12.3% | Added |
| Successful Portfolios LLC | 20,202 | $1.32M | 0.73% | −98−0.5% | Reduced |
| Integrated Quantitative Investments LLC | 19,453 | $1.30M | 0.24% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 19,320 | $1.30M | 0.29% | +10,332+115.0% | Added |
| Thrivent Financial for Lutherans | 19,190 | $1.29M | 0.00% | +2,297+13.6% | Added |
| Pullen Investment Management, LLC | 19,123 | $1.28M | 0.64% | −289−1.5% | Reduced |
| Aviso Financial Inc. | 19,114 | $1.28M | 0.05% | −2,939−13.3% | Reduced |
| NWF Advisory Services Inc. | 18,833 | $1.26M | 0.14% | +1,279+7.3% | Added |
| Occudo Quantitative Strategies LP | 15,869 | $1.26M | 0.07% | +15,869 | New |
| Western Financial Corp | 18,683 | $1.25M | 0.49% | −2,502−11.8% | Reduced |
| Holocene Advisors, LP | 18,663 | $1.25M | 0.00% | +18,663 | New |
| Mount Yale Investment Advisors, LLC | 18,564 | $1.25M | 0.03% | +6,781+57.5% | Added |
| Voloridge Investment Management, LLC | 18,382 | $1.23M | 0.00% | −450,786−96.1% | Reduced |
| Smith Group Asset Management, LLC | 18,374 | $1.23M | 0.06% | +9,280+102.0% | Added |
| Rockefeller Capital Management L.P. | 18,312 | $1.23M | 0.00% | +106+0.6% | Added |
| Cross Staff Investments Inc | 18,308 | $1.23M | 0.81% | +702+4.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,302 | $1.23M | 0.04% | −650−3.4% | Reduced |
| MUFG Securities EMEA plc | 18,274 | $1.23M | 0.02% | −94,500−83.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,132 | $1.22M | 0.00% | +611+3.5% | Added |
| Lido Advisors, LLC | 17,695 | $1.19M | 0.00% | +8,959+102.6% | Added |
| Gamco Investors, Inc. Et Al | 17,475 | $1.17M | 0.01% | +150+0.9% | Added |
| Evergreen Capital Management LLC | 17,453 | $1.17M | 0.03% | −37−0.2% | Reduced |
| VestGen Advisors, LLC | 13,773 | $1.17M | 0.03% | +10,518+323.1% | Added |
| We Are One Seven, LLC | 17,289 | $1.16M | 0.02% | +17,289 | New |
| Eagle Strategies LLC | 17,097 | $1.15M | 0.14% | −9,582−35.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,855 | $1.13M | 0.05% | +464+2.8% | Added |
| Susquehanna Portfolio Strategies, LLC | 16,540 | $1.11M | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 16,488 | $1.11M | 0.01% | +16,488 | New |
| Saudi Central Bank | 16,439 | $1.10M | 0.02% | +16,439 | New |
| Abn Amro Investment Solutions | 16,177 | $1.08M | 0.01% | +16,177 | New |
| MBM Wealth Consultants, LLC | 16,120 | $1.08M | 0.25% | +472+3.0% | Added |
| Burney Co | 15,855 | $1.06M | 0.03% | −8−0.1% | Reduced |
| Inceptionr LLC | 15,569 | $1.04M | 0.25% | +7,053+82.8% | Added |
| Precision Wealth Strategies, LLC | 15,518 | $1.04M | 0.35% | +2,988+23.8% | Added |
| Benjamin Edwards Inc | 15,168 | $1.02M | 0.01% | +4,773+45.9% | Added |
| Brown Advisory Inc | 15,144 | $1.02M | 0.00% | +178+1.2% | Added |
| Northwestern Mutual Wealth Management Co | 15,117 | $1.01M | 0.00% | +2,550+20.3% | Added |
| Quantbot Technologies LP | 15,103 | $1.01M | 0.04% | −130,140−89.6% | Reduced |
| Gsa Capital Partners LLP | 15,024 | $1.01M | 0.06% | +3,795+33.8% | Added |
| GWM Advisors LLC | 14,984 | $1.00M | 0.00% | −22,390−59.9% | Reduced |
| Delta Investment Management, LLC | 14,875 | $997.7K | 0.18% | −144−1.0% | Reduced |
| Friedenthal Financial | 14,848 | $995.9K | 0.50% | +14,848 | New |
| Coerente Capital Management | 14,840 | $995.3K | 0.19% | −3,000−16.8% | Reduced |
| Ci Investments Inc. | 14,809 | $993.2K | 0.00% | +4,985+50.7% | Added |
| PFG Advisors | 14,440 | $968.5K | 0.05% | +1,385+10.6% | Added |
| Equitable Holdings, Inc. | 15,028 | $966.5K | 0.01% | −25,662−63.1% | Reduced |