Skip to main content
Livermore
Livermore
ZHEN

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 3 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.

Q2 2026 vs. Q1 2026

How the institutions holding Interactive Brokers Group, Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of IBKR: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders1,001121,119+130
Shares379.4M318.0K387.5M+8.43M (+2.2%)
Value$25.4B$21.3M$33.7B+$8.34B (+32.9%)

12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (197)

Institutions that held Interactive Brokers Group, Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Showing the largest 100 of 197 by value.

Institutions new to IBKR in Q2 2026
InstitutionSharesValue% of portfolio
Norges Bank6,334,173$551.3M0.05%
Ninety One UK Ltd5,258,689$457.7M1.02%
Agf Management Ltd1,451,924$126.4M0.49%
Axxion S.A.660,000$57.4M4.11%
Lone Pine Capital LLCSuperinvestorLone Pine Capital577,666$50.3M0.31%
Freestone Grove Partners LP518,245$45.1M0.30%
GFI Investment Counsel Ltd.339,184$29.5M4.00%
Keystone Investors Pte Ltd296,158$25.8M1.38%
Balyasny Asset Management LLC274,516$23.9M0.04%
Blue Sparrow, LLC200,000$17.4M0.17%
Longbow Finance SA160,508$14.0M1.79%
Evelyn Partners Group Ltd159,819$13.9M0.26%
Nykredit A/S148,930$13.0M0.05%
Zurich Insurance Group Ltd148,474$12.9M0.09%
Howard Capital Management Inc.113,281$9.86M0.12%
iA Global Asset Management Inc.103,220$8.98M0.11%
Headlands Technologies LLC101,115$8.80M0.93%
Jupiter Topco LLC95,294$8.29M0.00%
Marvin & Palmer Associates Inc90,809$7.90M4.97%
Connor, Clark & Lunn Investment Management Ltd.76,689$6.68M0.01%
VMS Asset Management Limited75,375$6.56M2.08%
Ninety One SA (PTY) Ltd74,305$6.54M0.35%
Jupiter Asset Management Ltd72,246$6.29M0.03%
Union Bancaire Privee, UBP SA75,375$5.38M0.08%
Ninety One North America, Inc.60,896$5.30M0.25%
Stonebridge Financial Group, LLC53,458$4.65M0.64%
Maltese Capital Management LLC51,700$4.50M0.82%
Gillson Capital LP51,500$4.48M0.26%
Axecap Investments, LLC50,155$4.37M2.41%
Schonfeld Strategic Advisors LLC49,081$4.27M0.02%
Campbell & CO Investment Adviser LLC41,050$3.57M0.19%
Alyeska Investment Group, L.P.28,841$2.51M0.01%
Dakota Wealth Management28,506$2.48M0.05%
Kentucky Retirement Systems27,072$2.36M0.06%
Cumberland Partners Ltd26,880$2.34M0.15%
Graham Capital Management, L.P.25,371$2.21M0.06%
Centiva Capital, LP25,248$2.20M0.07%
Fideuram Asset Management (Ireland) dac23,293$2.18M0.04%
Walleye Trading LLC24,813$2.16M0.03%
Grantham, Mayo, Van Otterloo & Co. LLC21,049$1.83M0.00%
Highview Capital Management LLC20,547$1.79M0.51%
DJE Kapital AG17,737$1.79M0.03%
Sphera Management Technology Funds Ltd20,000$1.74M0.61%
Arrow Capital Pty Ltd19,402$1.69M1.44%
Logan Capital Management Inc19,316$1.68M0.06%
TriaGen Wealth Management LLC16,528$1.44M0.36%
Novem Group16,196$1.41M0.14%
Pittenger & Anderson Inc12,565$1.09M0.04%
Tokio Marine Asset Management Co Ltd12,534$1.09M0.03%
Algert Global LLC10,550$918.3K0.01%
Marshall Financial Group LLC10,196$887.5K0.13%
Global Retirement Partners, LLC10,018$872.0K0.01%
Lake Hills Wealth Management, LLC9,832$855.8K0.39%
Central Pacific Bank - Trust Division9,755$849.1K0.09%
R Squared Ltd9,662$841.0K0.44%
Providence First Trust Co9,046$787.4K0.22%
Alpine Woods Capital Investors, LLC8,227$716.1K0.16%
Roberts Glore & Co Inc7,997$696.1K0.17%
Formula Growth Ltd7,600$661.5K0.23%
Capstone Investment Advisors, LLC7,581$659.9K0.00%
Blackstone Group Inc.7,397$643.8K0.00%
Bancreek Capital Management, LP7,238$630.0K2.38%
Compass Financial Management LLC7,024$612.0K0.07%
Sienna Gestion6,386$569.5K0.03%
Blueshift Asset Management, LLC6,508$566.5K0.13%
Pacific Excel Wealth Advisors, Inc.6,491$564.9K0.22%
Polymer Capital Management (US) LLC6,158$536.0K0.08%
Mirabella Financial Services LLP6,139$534.3K0.05%
Sykon Capital LLC6,042$525.9K0.16%
Interchange Capital Partners, LLC5,987$521.1K0.10%
Stirlingshire Investments, Inc.5,771$502.3K0.37%
Marex Group plc5,602$487.6K0.00%
Oak Thistle LLC5,240$456.1K0.04%
Ground Swell Capital, LLC5,026$437.5K0.47%
Ramiah Investment Group4,870$423.9K0.32%
Dockside LLC4,828$420.2K0.10%
Wexford Capital LP4,192$364.9K0.05%
Turtle Creek Wealth Advisors, LLC4,094$357.4K0.02%
Concentric Capital Strategies, LP4,071$354.3K0.02%
Fourth Dimension Wealth, LLC3,987$347.0K0.11%
Stratos Wealth Partners, LTD.3,904$339.8K0.00%
nVerses Capital, LLC3,801$330.8K0.51%
ISAM Funds (UK) Ltd3,800$330.8K0.23%
Alps Advisors Inc3,707$322.7K0.00%
Indivisible Partners3,700$322.0K0.02%
Quantum Financial Partners LLC3,645$317.3K0.16%
Arrowstreet Capital, Limited Partnership3,585$312.0K0.00%
Ninepoint Partners LP3,562$310.0K0.03%
Crestwood Advisors Group LLC3,263$284.0K0.00%
Plan A Wealth LLC3,111$270.8K0.12%
Snowden Capital Advisors LLC3,070$267.2K0.01%
Miracle Mile Advisors, LLC3,069$267.1K0.00%
Savant Capital, LLC3,012$264.1K0.00%
Mutual Advisors, LLC3,020$262.9K0.00%
Great Valley Advisor Group, Inc.3,011$262.1K0.00%
Americana Partners, LLC3,003$261.4K0.01%
Caption Management, LLC3,000$261.1K0.01%
Modern Wealth Management, LLC2,985$259.8K0.00%
Dorsey & Whitney Trust CO LLC2,973$258.8K0.01%
First International Bank of Israel Ltd.2,973$258.8K0.07%

Sold out (67)

Institutions that held Interactive Brokers Group, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Institutions that sold out of IBKR in Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Azora Capital LP211,418$14.2M
Capital Impact Advisors, LLC166,843$11.2M
GFS Advisors, LLC60,627$10.6M
CSM Advisors, LLC69,834$4.68M
Y-Intercept (Hong Kong) Ltd65,834$4.42M
Capitolis Liquid Global Markets LLC35,176$2.36M
Virtus Investment Advisers, Inc.25,142$1.69M
PMC FIG Opportunities LLC24,307$1.63M
Highland Capital Management, LLC20,834$1.40M
Integrated Quantitative Investments LLC19,453$1.30M
Occudo Quantitative Strategies LP15,869$1.26M
Susquehanna Portfolio Strategies, LLC16,540$1.11M
Friedenthal Financial14,848$995.9K
ING Groep NV14,189$951.7K
Sparta 24 Ltd.14,000$939.0K
Intercapital, LLC13,000$871.9K
Caisse des Depots Et Consignations12,158$815.4K
Clark Financial Services Group Inc11,295$757.6K
ASR Vermogensbeheer N.V.10,831$726.4K
Mount Lucas Management LP10,369$695.4K
Winton Group Ltd10,143$680.3K
Ieq Capital, LLC7,323$491.2K
Alta Wealth Advisors LLC6,954$466.4K
Lebenthal Global Advisors, LLC6,713$450.2K
SmartHarvest Portfolios, LLC6,373$427.4K
Stevens Capital Management LP5,221$350.0K
Dynamic Technology Lab Private Ltd5,004$335.6K
GTS Securities LLC4,716$316.3K
Strategic Blueprint, LLC4,705$315.6K
Virtu Financial LLC4,693$315.0K
Foundations Investment Advisors, LLC4,610$309.2K
Legato Capital Management LLC4,502$301.9K
Advisor Resource Council4,500$301.8K
Gallacher Capital Management LLC4,374$293.3K
TABR Capital Management, LLC4,327$290.2K
PUREfi Wealth, LLC4,188$280.9K
Plato Investment Management Ltd4,070$273.1K
Fieldview Capital Management, LLC3,989$267.5K
Oasis Advisors, LLC3,815$255.9K
Patton Fund Management, Inc.3,683$247.0K
Evolve Private Wealth, LLC3,613$242.3K
Quantitative Investment Management, LLC3,429$229.0K
111 Capital3,395$227.7K
Goldstein Advisors, LLC3,374$226.3K
Buckingham Strategic Partners3,361$225.4K
Zacks Investment Management3,361$225.4K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors3,281$220.1K
Autumn Glory Partners, LLC3,025$202.9K
Bayforest Capital Ltd2,314$155.2K
AlphaCentric Advisors LLC1,637$109.8K
Root Financial Partners, LLC1,250$83.8K
Wall Street Financial Group, Inc.716$48.0K
Annis Gardner Whiting Capital Advisors, LLC534$35.8K
Twin Peaks Wealth Advisors, LLC409$27.4K
First Pacific Financial269$18.0K
Innovative Asset Advisors Group, LLC266$17.8K
POM Investment Strategies, LLC208$14.0K
Timothy G. Youngquist 2020 Irrevocable Trust155$10.4K
Bokf, NA146$9.79K
Boreal Capital Management LLC100$6.71K
Hamrick Investment Counsel, llc100$6.71K
Vermillion Wealth Management, Inc.36$2.42K
Aspect Partners, LLC26$1.74K
TopTier Wealth Management, LLC26$1.74K
Portus Wealth Advisors, LLC15$1.01K
Ameriflex Group, Inc.4$268
Curio Wealth, LLC1$67

Not filed for Q2 2026 yet (12)

Institutions that held Interactive Brokers Group, Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding IBKR in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Evelyn Partners Investment Management LLP148,042$9.93M
Janus Henderson Group PLC85,766$5.75M
Millington Securities, LLC28,852$1.94M
Skopos Labs, Inc.27,277$1.83M
CWM, LLC10,288$690.0K
Journey Strategic Wealth LLC7,656$513.5K
U.S. Capital Wealth Advisors, LLC5,229$350.7K
Bey-Douglas LLC3,748$251.4K
Evelyn Partners Investment Management (Europe) Ltd598$40.1K
Evelyn Partners Investment Management Services Ltd317$21.3K
McIlrath & Eck, LLC101$6.76K
Sunbelt Securities, Inc.93$6.24K