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 |
|---|---|---|---|---|---|
| Cambria Investment Management, L.P. | 8,441 | $566.1K | 0.03% | +8,441 | New |
| Thrive Wealth Management, LLC | 8,432 | $565.5K | 0.08% | −680−7.5% | Reduced |
| Prudential PLC | 8,412 | $564.2K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 8,390 | $562.7K | 0.57% | −50−0.6% | Reduced |
| Gateway Investment Advisers LLC | 8,191 | $549.4K | 0.01% | +2,351+40.3% | Added |
| Tema ETFs LLC | 8,180 | $548.6K | 0.04% | +2,215+37.1% | Added |
| Banque Cantonale Vaudoise | 8,164 | $548.0K | 0.02% | +8,164 | New |
| DRW Securities, LLC | 8,160 | $547.3K | 0.03% | −227−2.7% | Reduced |
| Severin Investments, LLC | 8,156 | $547.0K | 0.47% | −73−0.9% | Reduced |
| Bannerstone Capital Management, LLC | 8,117 | $544.4K | 0.56% | +414+5.4% | Added |
| Venturi Wealth Management, LLC | 8,093 | $542.8K | 0.02% | −2,222−21.5% | Reduced |
| Wealth Alliance | 8,080 | $541.9K | 0.05% | +414+5.4% | Added |
| Principal Securities, Inc. | 8,055 | $540.2K | 0.01% | +3,428+74.1% | Added |
| Thompson Siegel & Walmsley LLC | 8,000 | $537.0K | 0.01% | −20,500−71.9% | Reduced |
| Mission Wealth Management, LP | 7,990 | $535.9K | 0.01% | −5,430−40.5% | Reduced |
| Laird Norton Trust Company, LLC | 7,986 | $535.7K | 0.01% | +369+4.8% | Added |
| Wedmont Private Capital | 7,390 | $534.4K | 0.02% | +291+4.1% | Added |
| ABLE Financial Group, LLC | 7,860 | $527.2K | 0.10% | +1,380+21.3% | Added |
| HighPoint Advisor Group LLC | 7,838 | $525.7K | 0.02% | −10,672−57.7% | Reduced |
| Great Lakes Advisors, LLC | 7,824 | $524.8K | 0.00% | +17+0.2% | Added |
| Meeder Asset Management Inc | 7,787 | $522.3K | 0.03% | −10,705−57.9% | Reduced |
| Raleigh Capital Management Inc. | 7,784 | $522.0K | 0.18% | −912−10.5% | Reduced |
| Parallel Advisors, LLC | 7,759 | $520.4K | 0.01% | +6,003+341.9% | Added |
| Siemens Fonds Invest GmbH | 7,703 | $516.6K | 0.03% | +464+6.4% | Added |
| Hantz Financial Services, Inc. | 7,687 | $516.0K | 0.01% | +3,687+92.2% | Added |
| Journey Strategic Wealth LLC | 7,656 | $513.5K | 0.01% | +469+6.5% | Added |
| Deltec Asset Management LLC | 7,630 | $511.7K | 0.09% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 7,614 | $510.7K | 0.02% | +488+6.8% | Added |
| Silphium Asset Management Ltd | 7,547 | $506.2K | 0.19% | −3,300−30.4% | Reduced |
| Fisher Asset Management, LLC | 7,429 | $498.3K | 0.00% | −1,831−19.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 7,391 | $495.7K | 0.02% | −896−10.8% | Reduced |
| Ieq Capital, LLC | 7,323 | $491.2K | 0.00% | +3,219+78.4% | Added |
| Aigen Investment Management, LP | 7,309 | $490.2K | 0.13% | −2,897−28.4% | Reduced |
| Oxford Asset Management LLP | 7,277 | $488.1K | 0.20% | +7,277 | New |
| Advisor OS, LLC | 7,207 | $483.4K | 0.03% | −5,494−43.3% | Reduced |
| Farther Finance Advisors, LLC | 7,072 | $480.3K | 0.00% | −4,209−37.3% | Reduced |
| Howe & Rusling Inc | 7,098 | $476.1K | 0.03% | +2,880+68.3% | Added |
| Qtron Investments LLC | 7,041 | $472.2K | 0.06% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7,041 | $472.2K | 0.16% | −188−2.6% | Reduced |
| Synergy Financial Group, LTD | 7,038 | $472.0K | 0.35% | −374−5.0% | Reduced |
| Alta Wealth Advisors LLC | 6,954 | $466.4K | 0.15% | −20.0% | Reduced |
| Leuthold Group, LLC | 6,904 | $463.1K | 0.05% | −206−2.9% | Reduced |
| Skba Capital Management LLC | 6,872 | $460.9K | 0.06% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 6,867 | $460.6K | 0.09% | −97−1.4% | Reduced |
| Custom Index Systems, LLC | 6,843 | $459.0K | 0.20% | −274−3.8% | Reduced |
| Spirepoint Private Client, LLC | 6,827 | $457.9K | 0.04% | −15−0.2% | Reduced |
| Meyer Handelman Co | 6,800 | $456.1K | 0.01% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 6,782 | $454.9K | 0.00% | +1,567+30.0% | Added |
| Intech Investment Management LLC | 6,766 | $453.8K | 0.00% | −10,800−61.5% | Reduced |
| Kornitzer Capital Management Inc | 6,725 | $451.0K | 0.01% | +6,725 | New |
| Lebenthal Global Advisors, LLC | 6,713 | $450.2K | 0.07% | −10,240−60.4% | Reduced |
| Teacher Retirement System of Texas | 6,641 | $445.4K | 0.00% | −8,033−54.7% | Reduced |
| Ballentine Partners, LLC | 6,494 | $435.6K | 0.01% | −118−1.8% | Reduced |
| SmartHarvest Portfolios, LLC | 6,373 | $427.4K | 0.18% | +97+1.5% | Added |
| Matisse Capital | 6,300 | $422.5K | 0.18% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6,264 | $420.1K | 0.14% | +595+10.5% | Added |
| Sagespring Wealth Partners, LLC | 6,249 | $419.1K | 0.01% | +383+6.5% | Added |
| Apollon Wealth Management, LLC | 6,240 | $418.5K | 0.01% | +1,125+22.0% | Added |
| HBK Sorce Advisory LLC | 4,935 | $416.6K | 0.01% | +1,074+27.8% | Added |
| Revisor Wealth Management LLC | 6,171 | $413.9K | 0.11% | −1,288−17.3% | Reduced |
| Meeder Advisory Services, Inc. | 6,152 | $412.6K | 0.02% | +1,376+28.8% | Added |
| Northwest & Ethical Investments L.P. | 5,907 | $405.3K | 0.01% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 6,039 | $405.0K | 0.03% | −77−1.3% | Reduced |
| Allworth Financial LP | 5,980 | $401.1K | 0.00% | −1,104−15.6% | Reduced |
| Commerce Bank | 5,899 | $395.6K | 0.00% | −192−3.2% | Reduced |
| Freestone Capital Holdings, LLC | 5,851 | $392.4K | 0.01% | +31+0.5% | Added |
| IHT Wealth Management, LLC | 5,841 | $391.8K | 0.01% | −87−1.5% | Reduced |
| 180 Wealth Advisors, LLC | 5,839 | $391.6K | 0.04% | −791−11.9% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $391.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,804 | $389.3K | 0.04% | −618−9.6% | Reduced |
| Fox Run Management, L.L.C. | 6,096 | $388.3K | 0.07% | −1,140−15.8% | Reduced |
| Fulton Bank, N.A. | 5,771 | $387.1K | 0.01% | +97+1.7% | Added |
| Fundamentun, LLC | 5,701 | $382.4K | 0.02% | +23+0.4% | Added |
| Bank of Nova Scotia Trust Co | 5,668 | $380.2K | 0.03% | −1,328−19.0% | Reduced |
| Premier Path Wealth Partners, LLC | 5,567 | $373.4K | 0.05% | −23−0.4% | Reduced |
| Leeward Financial Partners, LLC | 5,556 | $372.6K | 0.11% | −165−2.9% | Reduced |
| MAI Capital Management | 5,554 | $372.5K | 0.00% | −171−3.0% | Reduced |
| Oxford Wealth Group, LLC | 5,512 | $369.7K | 0.20% | +4+0.1% | Added |
| Koshinski Asset Management, Inc. | 5,481 | $367.6K | 0.02% | −1,071−16.3% | Reduced |
| Ponta Wealth Partners, LLC | 5,473 | $367.1K | 0.29% | +7+0.1% | Added |
| FourThought Financial Partners, LLC | 5,471 | $366.9K | 0.03% | −3,774−40.8% | Reduced |
| Simplicity Wealth,LLC | 5,462 | $366.3K | 0.02% | +449+9.0% | Added |
| Stephens Inc | 5,396 | $361.9K | 0.00% | −680−11.2% | Reduced |
| Bullock Wealth Management Group | 5,286 | $358.9K | 0.18% | +1,338+33.9% | Added |
| Commons Capital, LLC | 5,340 | $358.2K | 0.30% | −15−0.3% | Reduced |
| Ashton Thomas Securities, LLC | 5,240 | $351.4K | 0.04% | +5,240 | New |
| U.S. Capital Wealth Advisors, LLC | 5,229 | $350.7K | 0.01% | +48+0.9% | Added |
| Stevens Capital Management LP | 5,221 | $350.0K | 0.05% | +48+0.9% | Added |
| Pure Financial Advisors, Inc. | 5,168 | $346.6K | 0.00% | +5,168 | New |
| Independent Advisor Alliance | 5,129 | $344.0K | 0.00% | −1,040−16.9% | Reduced |
| Twinbeech Capital LP | 5,013 | $336.2K | 0.03% | −68,487−93.2% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,008 | $335.9K | 0.00% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 5,004 | $335.6K | 0.06% | +5,004 | New |
| Brown Miller Wealth Management, LLC | 4,972 | $333.5K | 0.09% | +4,972 | New |
| Ostrum Asset Management | 4,947 | $331.8K | 0.02% | +3,184+180.6% | Added |
| Golden State Equity Partners | 4,918 | $329.9K | 0.02% | +1,116+29.4% | Added |
| Permanent Capital Management, LP | 4,128 | $328.2K | 0.05% | +4,128 | New |
| Trust Asset Management LLC | 4,884 | $327.6K | 0.02% | +4,884 | New |
| Prelude Capital Management, LLC | 4,871 | $326.7K | 0.03% | +668+15.9% | Added |
| Palisade Asset Management, LLC | 4,779 | $320.5K | 0.03% | +4,779 | New |