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 |
|---|---|---|---|---|---|
| Quent Capital, LLC | 2,727 | $182.9K | 0.01% | −192−6.6% | Reduced |
| Anchor Investment Management, LLC | 2,702 | $181.2K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,523 | $169.2K | 0.02% | +639+33.9% | Added |
| United Community Bank | 2,505 | $168.0K | 0.06% | +135+5.7% | Added |
| GHP Investment Advisors, Inc. | 2,501 | $167.7K | 0.01% | 00.0% | Unchanged |
| Ossiam | 2,454 | $164.6K | 0.00% | +174+7.6% | Added |
| Penserra Capital Management LLC | 2,415 | $161.0K | 0.00% | −1,611−40.0% | Reduced |
| Bayforest Capital Ltd | 2,314 | $155.2K | 0.17% | +1,004+76.6% | Added |
| HM Payson & Co | 2,311 | $155.0K | 0.00% | −100−4.1% | Reduced |
| Huntington National Bank | 2,109 | $141.4K | 0.00% | +620+41.6% | Added |
| Larson Financial Group LLC | 2,011 | $134.9K | 0.00% | −528−20.8% | Reduced |
| Accent Capital Management, LLC | 1,920 | $128.8K | 0.06% | 00.0% | Unchanged |
| NVWM, LLC | 1,815 | $121.7K | 0.03% | +15+0.8% | Added |
| Trust Co of Toledo NA | 1,744 | $117.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 1,700 | $114.0K | 0.00% | +936+122.5% | Added |
| Activest Wealth Management | 1,663 | $111.5K | 0.02% | +26+1.6% | Added |
| AlphaCentric Advisors LLC | 1,637 | $109.8K | 0.11% | +107+7.0% | Added |
| Private Trust Co NA | 1,595 | $107.0K | 0.01% | −426−21.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,557 | $104.4K | 0.03% | −379−19.6% | Reduced |
| Westpac Banking Corp | 1,520 | $101.9K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,450 | $97.3K | 0.01% | +238+19.6% | Added |
| SBI Securities Co., Ltd. | 1,445 | $96.9K | 0.00% | +150+11.6% | Added |
| Whittier Trust Co | 1,403 | $96.3K | 0.00% | −517−26.9% | Reduced |
| SRS Capital Advisors, Inc. | 1,427 | $95.7K | 0.00% | −591−29.3% | Reduced |
| Rossby Financial, LCC | 1,319 | $89.6K | 0.02% | +1,274+2,831.1% | Added |
| Smartleaf Asset Management LLC | 1,395 | $88.8K | 0.00% | +128+10.1% | Added |
| Sterling Capital Management LLC | 1,317 | $88.3K | 0.00% | −376−22.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,307 | $87.7K | 0.08% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1,290 | $86.5K | 0.04% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 1,264 | $84.8K | 0.00% | +1,264 | New |
| Root Financial Partners, LLC | 1,250 | $83.8K | 0.00% | +850+212.5% | Added |
| Onefund, LLC | 1,224 | $83.1K | 0.05% | +1,094+841.5% | Added |
| Rosenberg Matthew Hamilton | 1,224 | $82.1K | 0.02% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,205 | $80.8K | 0.36% | +1,205 | New |
| Cullen/Frost Bankers, Inc. | 1,203 | $80.7K | 0.00% | −224−15.7% | Reduced |
| Covestor Ltd | 1,153 | $77.0K | 0.05% | −4−0.3% | Reduced |
| Tobam | 1,142 | $77.0K | 0.02% | +670+141.9% | Added |
| LRI Investments, LLC | 1,134 | $76.1K | 0.01% | −2,362−67.6% | Reduced |
| Eastern Bank | 1,130 | $75.8K | 0.00% | +850+303.6% | Added |
| Massmutual Trust Co FSB | 1,061 | $71.2K | 0.00% | −292−21.6% | Reduced |
| DT Investment Partners, LLC | 1,008 | $67.6K | 0.01% | −548−35.2% | Reduced |
| Adirondack Trust Co | 1,000 | $67.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 987 | $66.2K | 0.00% | +670+211.4% | Added |
| Creative Financial Designs Inc | 940 | $63.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 883 | $59.2K | 0.01% | +883 | New |
| Owl Creek Wealth Partners LLC | 839 | $56.3K | 0.02% | +839 | New |
| Harbour Investments, Inc. | 824 | $55.3K | 0.00% | +444+116.8% | Added |
| Darwin Advisors, LLC | 815 | $54.7K | 0.02% | +1+0.1% | Added |
| Solstein Capital, LLC | 800 | $53.7K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 800 | $53.7K | 0.01% | +800 | New |
| City Holding Co | 800 | $53.6K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 790 | $53.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 788 | $52.9K | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 775 | $52.0K | 0.01% | +9+1.2% | Added |
| Wall Street Financial Group, Inc. | 716 | $48.0K | 0.03% | +716 | New |
| Fortitude Family Office, LLC | 673 | $45.1K | 0.01% | +42+6.7% | Added |
| Zions Bancorporation, National Association | 668 | $44.8K | 0.00% | +308+85.6% | Added |
| N.E.W. Advisory Services LLC | 632 | $42.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 608 | $40.8K | 0.01% | +608 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 598 | $40.1K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 598 | $40.1K | 0.00% | +297+98.7% | Added |
| LFA - Lugano Financial Advisors SA | 576 | $38.6K | 0.02% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 572 | $38.4K | 0.00% | −8−1.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 534 | $35.8K | 0.01% | +456+584.6% | Added |
| SHP Wealth Management | 520 | $34.9K | 0.00% | +31+6.3% | Added |
| Contravisory Investment Management, Inc. | 484 | $32.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 475 | $31.9K | 0.01% | −340−41.7% | Reduced |
| Entrust Financial LLC | 470 | $31.5K | 0.02% | −6−1.3% | Reduced |
| Rothschild Investment LLC | 470 | $31.5K | 0.00% | +358+319.6% | Added |
| IMA Wealth, Inc. | 470 | $31.5K | 0.00% | +15+3.3% | Added |
| CoreCap Advisors, LLC | 467 | $31.3K | 0.00% | +209+81.0% | Added |
| Bryn Mawr Trust Co | 452 | $30.3K | 0.00% | +452 | New |
| Twin Peaks Wealth Advisors, LLC | 409 | $27.4K | 0.01% | +409 | New |
| Sunrise Financial Services, LLC | 404 | $27.1K | 0.02% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 400 | $26.8K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 392 | $26.3K | 0.00% | −280−41.7% | Reduced |
| Signature Equity Partners, LLC | 386 | $25.9K | 0.01% | −1,689−81.4% | Reduced |
| American National Bank | 384 | $25.8K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 379 | $25.4K | 0.01% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 362 | $24.3K | 0.01% | −406−52.9% | Reduced |
| Tidemark, LLC | 349 | $23.4K | 0.01% | +45+14.8% | Added |
| Coastline Trust Co | 340 | $22.8K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 329 | $22.1K | 0.00% | +21+6.8% | Added |
| Capital Analysts, LLC | 335 | $22.0K | 0.00% | −112−25.1% | Reduced |
| Mather Group, LLC. | 323 | $21.7K | 0.00% | +323 | New |
| Evelyn Partners Investment Management Services Ltd | 317 | $21.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 285 | $19.1K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 284 | $19.0K | 0.00% | −37−11.5% | Reduced |
| First Pacific Financial | 269 | $18.0K | 0.00% | +269 | New |
| Barnes Dennig Private Wealth Management LLC | 267 | $17.9K | 0.02% | +20+8.1% | Added |
| Newbridge Financial Services Group, Inc. | 267 | $17.9K | 0.00% | +1+0.4% | Added |
| Innovative Asset Advisors Group, LLC | 266 | $17.8K | 0.01% | +266 | New |
| Pinnacle Wealth Planning Services, Inc. | 258 | $17.3K | 0.00% | +80+44.9% | Added |
| Hollencrest Capital Management | 251 | $16.8K | 0.00% | +1+0.4% | Added |
| GW&K Investment Management, LLC | 237 | $16.0K | 0.00% | +46+24.1% | Added |
| Atlantic Union Bankshares Corp | 236 | $15.8K | 0.00% | +236 | New |
| 1015 Capital Partners, LLC | 225 | $15.1K | 0.01% | −27−10.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 215 | $14.4K | 0.00% | +215 | New |
| POM Investment Strategies, LLC | 208 | $14.0K | 0.02% | +47+29.2% | Added |
| Trifecta Capital Advisors, LLC | 204 | $13.7K | 0.00% | 00.0% | Unchanged |