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 |
|---|---|---|---|---|---|
| Landscape Capital Management, L.L.C. | 14,306 | $959.5K | 0.06% | +14,306 | New |
| Private Advisory Group LLC | 14,279 | $957.7K | 0.07% | +698+5.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,250 | $955.7K | 0.01% | +19+0.1% | Added |
| Summit Financial, LLC | 14,223 | $953.9K | 0.01% | −286−2.0% | Reduced |
| ING Groep NV | 14,189 | $951.7K | 0.01% | +893+6.7% | Added |
| Impact Capital Partners LLC | 14,118 | $946.9K | 0.29% | −1,632−10.4% | Reduced |
| Yarbrough Capital, LLC | 14,109 | $946.3K | 0.03% | 00.0% | Unchanged |
| Sparta 24 Ltd. | 14,000 | $939.0K | 1.07% | +14,000 | New |
| Coldstream Capital Management Inc | 13,900 | $932.3K | 0.01% | +1,520+12.3% | Added |
| Park Avenue Securities LLC | 13,808 | $926.0K | 0.01% | +5,452+65.2% | Added |
| Integrated Wealth Concepts LLC | 13,584 | $911.1K | 0.01% | +2,563+23.3% | Added |
| LVW Advisors, LLC | 13,461 | $902.8K | 0.09% | −1,372−9.2% | Reduced |
| PFG Investments, LLC | 13,361 | $896.1K | 0.04% | −946−6.6% | Reduced |
| Strategic Investment Advisors | 13,349 | $895.6K | 0.06% | +4,386+48.9% | Added |
| Straightline Group LLC | 13,223 | $886.9K | 0.44% | −717−5.1% | Reduced |
| Caldwell Investment Management Ltd. | 13,900 | $886.4K | 0.35% | −13,200−48.7% | Reduced |
| Intercapital, LLC | 13,000 | $871.9K | 0.48% | −6,000−31.6% | Reduced |
| Formidable Asset Management, LLC | 12,826 | $860.2K | 0.13% | −458−3.4% | Reduced |
| NBC Securities, Inc. | 12,734 | $854.1K | 0.06% | −763−5.7% | Reduced |
| GAMMA Investing LLC | 12,708 | $852.3K | 0.04% | +925+7.9% | Added |
| Voleon Capital Management LP | 12,655 | $848.8K | 0.02% | −20,564−61.9% | Reduced |
| Metis Global Partners, LLC | 12,630 | $847.1K | 0.02% | −1,539−10.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,542 | $841.2K | 0.02% | +1,059+9.2% | Added |
| Owls Nest Partners IA, LLC | 12,500 | $838.4K | 0.29% | −9,500−43.2% | Reduced |
| Yorktown Management & Research Co Inc | 12,400 | $831.7K | 0.70% | 00.0% | Unchanged |
| North Dakota State Investment Board | 12,395 | $831.3K | 0.04% | −2,297−15.6% | Reduced |
| HB Wealth Management, LLC | 12,373 | $829.9K | 0.01% | +2,597+26.6% | Added |
| Wellspring Financial Advisors, LLC | 12,325 | $826.6K | 0.06% | +5,469+79.8% | Added |
| MUFG Securities Americas Inc. | 12,323 | $826.5K | 0.05% | +324+2.7% | Added |
| Baader Bank INC | 12,255 | $818.7K | 0.08% | +6,229+103.4% | Added |
| Caisse des Depots Et Consignations | 12,158 | $815.4K | 0.01% | +12,158 | New |
| Avanza Fonder AB | 12,093 | $811.1K | 0.02% | +153+1.3% | Added |
| Securian Asset Management, Inc | 12,010 | $805.5K | 0.03% | −100−0.8% | Reduced |
| Pitcairn Wealth Advisors LLC | 12,408 | $798.0K | 0.07% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 11,770 | $789.4K | 0.03% | +1,910+19.4% | Added |
| Engineers Gate Manager LP | 11,635 | $780.4K | 0.01% | −60,016−83.8% | Reduced |
| Nomura Holdings Inc | 11,635 | $780.4K | 0.01% | −17,929−60.6% | Reduced |
| Morse Asset Management, Inc | 11,609 | $778.6K | 0.16% | +11,584+46,336.0% | Added |
| Catalyst Funds Management Pty Ltd | 11,600 | $778.0K | 0.13% | +11,600 | New |
| B. Metzler seel. Sohn & Co. AG | 11,565 | $775.7K | 0.01% | +1,617+16.3% | Added |
| Himension Fund | 11,496 | $771.0K | 0.06% | −4,302−27.2% | Reduced |
| BAM Wealth Management, LLC | 11,483 | $770.2K | 0.58% | −772−6.3% | Reduced |
| Groupama Asset Managment | 11,437 | $767.1K | 0.01% | −4,851−29.8% | Reduced |
| Roundview Capital LLC | 11,409 | $765.2K | 0.05% | +4,783+72.2% | Added |
| Clark Financial Services Group Inc | 11,295 | $757.6K | 0.42% | +825+7.9% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,285 | $756.9K | 0.05% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 11,195 | $750.8K | 0.02% | 00.0% | Unchanged |
| NLB Skladi, upravljanje premozenja, d.o.o. | 11,177 | $749.6K | 0.04% | +5,385+93.0% | Added |
| Bleakley Financial Group, LLC | 10,923 | $732.6K | 0.01% | +10,923 | New |
| Measured Wealth Private Client Group, LLC | 10,908 | $731.6K | 0.20% | −951−8.0% | Reduced |
| Navellier & Associates Inc | 10,904 | $731.3K | 0.08% | −398−3.5% | Reduced |
| ASR Vermogensbeheer N.V. | 10,831 | $726.4K | 0.01% | +158+1.5% | Added |
| Fayez Sarofim & Co | 10,736 | $720.1K | 0.00% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 10,444 | $700.5K | 0.00% | +4,551+77.2% | Added |
| Fairfield Financial Advisors, LTD | 10,405 | $697.9K | 0.24% | +2,302+28.4% | Added |
| CAPROCK Group, Inc. | 10,381 | $696.3K | 0.02% | +328+3.3% | Added |
| Mount Lucas Management LP | 10,369 | $695.4K | 0.26% | +477+4.8% | Added |
| Petra Financial Advisors Inc | 10,353 | $694.4K | 0.43% | +239+2.4% | Added |
| Sequoia Financial Advisors, LLC | 10,338 | $693.4K | 0.00% | +3,175+44.3% | Added |
| CWM, LLC | 10,288 | $690.0K | 0.00% | +4,074+65.6% | Added |
| Malaga Cove Capital, LLC | 10,280 | $689.5K | 0.25% | −760−6.9% | Reduced |
| Walleye Capital LLC | 10,268 | $688.7K | 0.00% | −86,439−89.4% | Reduced |
| Crewe Advisors LLC | 10,232 | $686.3K | 0.06% | +40+0.4% | Added |
| Axxcess Wealth Management, LLC | 10,215 | $685.1K | 0.02% | +3,261+46.9% | Added |
| Philadelphia Investment Partners, LLC | 10,208 | $684.7K | 0.47% | +10,208 | New |
| EverSource Wealth Advisors, LLC | 10,195 | $683.8K | 0.02% | −866−7.8% | Reduced |
| Harvest Fund Management Co., Ltd | 10,186 | $683.0K | 0.03% | +4,862+91.3% | Added |
| Winton Group Ltd | 10,143 | $680.3K | 0.02% | −28,119−73.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,258 | $674.8K | 0.01% | +258+3.2% | Added |
| Summit Trail Advisors, LLC | 10,015 | $671.7K | 0.01% | +2,526+33.7% | Added |
| American Investment Services, Inc. | 10,000 | $670.7K | 0.15% | +10,000 | New |
| Joel Isaacson & Co., LLC | 9,971 | $668.7K | 0.02% | +12+0.1% | Added |
| Independent Financial Group, LLC | 9,960 | $668.0K | 0.01% | −4,756−32.3% | Reduced |
| Fiduciary Trust Co | 9,881 | $662.7K | 0.01% | −2,585−20.7% | Reduced |
| Everpar Advisors LLC | 9,739 | $653.2K | 0.22% | −578−5.6% | Reduced |
| Kestra Private Wealth Services, LLC | 9,658 | $647.7K | 0.01% | +9,658 | New |
| Studio Investment Management LLC | 9,607 | $644.3K | 0.12% | −148−1.5% | Reduced |
| Persistent Asset Partners Ltd | 9,595 | $643.5K | 0.25% | +9,595 | New |
| GAM Holding AG | 9,578 | $642.4K | 0.06% | −2,946−23.5% | Reduced |
| Callan Family Office, LLC | 9,334 | $626.0K | 0.01% | +186+2.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,333 | $626.0K | 0.01% | +880+10.4% | Added |
| Ritholtz Wealth Management | 9,323 | $625.3K | 0.01% | +577+6.6% | Added |
| Wright Investors Service Inc | 9,315 | $624.8K | 0.20% | −297−3.1% | Reduced |
| Matrix Trust Co | 9,293 | $623.0K | 0.10% | +9,293 | New |
| Ameliora Wealth Management Ltd. | 9,252 | $620.5K | 0.20% | −703−7.1% | Reduced |
| Merit Financial Group, LLC | 9,242 | $619.8K | 0.00% | +1,581+20.6% | Added |
| Visionary Horizons, LLC | 9,226 | $618.8K | 0.30% | −5,410−37.0% | Reduced |
| Hanlon Investment Management, Inc. | 8,967 | $601.4K | 0.33% | +8,967 | New |
| Costello Asset Management, INC | 8,958 | $600.8K | 0.21% | +1,423+18.9% | Added |
| Park Capital Management, LLC | 8,920 | $598.3K | 0.58% | +5+0.1% | Added |
| ArrowMark Colorado Holdings LLC | 8,800 | $590.2K | 0.02% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 8,791 | $589.6K | 0.26% | −2,115−19.4% | Reduced |
| Volterra Technologies LP | 8,746 | $586.6K | 0.42% | +8,746 | New |
| Maridea Wealth Management LLC | 8,733 | $585.7K | 0.09% | +3,083+54.6% | Added |
| Caitong International Asset Management Co., Ltd | 8,627 | $578.6K | 0.11% | +8,618+95,755.6% | Added |
| WCM Investment Management, LLC | 8,958 | $570.5K | 0.00% | +5,022+127.6% | Added |
| Heartland Advisors Inc | 8,492 | $569.6K | 0.03% | −139−1.6% | Reduced |
| Fragasso Group Inc. | 8,299 | $569.5K | 0.03% | −14,431−63.5% | Reduced |
| Brown Brothers Harriman & Co | 8,484 | $569.0K | 0.00% | +4,666+122.2% | Added |
| International Assets Investment Management, LLC | 8,378 | $569.0K | 0.04% | −3,067−26.8% | Reduced |