Interactive Brokers Group, Inc.

IBKR

Exchange: Nasdaq
Industry: Security Brokers, Dealers & Flotation Companies
SEC CIK: 0001381197

SEC filings (opens in a new tab)

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, Q3 2026

Institutional positions in Interactive Brokers Group, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders: 5; −1 vs. Q2 2026
Shares held: 8.37K; −50.4K (−85.8%) vs. Q2 2026
Total value: $715.3K; −$4.40M (−86.0%) vs. Q2 2026
New holders: 0; 2 more added
Sold out: 1; 2 more reduced

1,113 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders

Value held

Institutions holding IBKR and their total value by quarter
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, Q3 2026

Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q2 2026.

Institutions holding IBKR in Q3 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Marshall Financial Group LLC	–	–	–	–	Not filed
Harvest Fund Management Co., Ltd	–	–	–	–	Not filed
Gateway Investment Advisers LLC	–	–	–	–	Not filed
Bleakley Financial Group, LLC	–	–	–	–	Not filed
Global Retirement Partners, LLC	–	–	–	–	Not filed
American Investment Services, Inc.	–	–	–	–	Not filed
Joel Isaacson & Co., LLC	–	–	–	–	Not filed
Philadelphia Investment Partners, LLC	–	–	–	–	Not filed
Blair William & Co	–	–	–	–	Not filed
Lake Hills Wealth Management, LLC	–	–	–	–	Not filed
Apollon Wealth Management, LLC	–	–	–	–	Not filed
Advyzon Investment Management, LLC	–	–	–	–	Not filed
Keybank National Association	–	–	–	–	Not filed
Central Pacific Bank - Trust Division	–	–	–	–	Not filed
Brevan Howard Capital Management LP	–	–	–	–	Not filed
R Squared Ltd	–	–	–	–	Not filed
GAM Holding AG	–	–	–	–	Not filed
WCM Investment Management, LLC	–	–	–	–	Not filed
Ashton Thomas Securities, LLC	–	–	–	–	Not filed
Ameliora Wealth Management Ltd.	–	–	–	–	Not filed
Malaga Cove Capital, LLC	–	–	–	–	Not filed
Bullock Wealth Management Group	–	–	–	–	Not filed
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	–	–	–	–	Not filed
Matrix Trust Co	–	–	–	–	Not filed
Park Capital Management, LLC	–	–	–	–	Not filed
Costello Asset Management, INC	–	–	–	–	Not filed
Merit Financial Group, LLC	–	–	–	–	Not filed
Studio Investment Management LLC	–	–	–	–	Not filed
Tema ETFs LLC	–	–	–	–	Not filed
Providence First Trust Co	–	–	–	–	Not filed
Everpar Advisors LLC	–	–	–	–	Not filed
Fiduciary Trust Co	–	–	–	–	Not filed
Mission Wealth Management, LP	–	–	–	–	Not filed
Oppenheimer & Co Inc	–	–	–	–	Not filed
Formidable Asset Management, LLC	–	–	–	–	Not filed
Severin Investments, LLC	–	–	–	–	Not filed
ArrowMark Colorado Holdings LLC	–	–	–	–	Not filed
Wedmont Private Capital	–	–	–	–	Not filed
Himension Fund	–	–	–	–	Not filed
BAM Wealth Management, LLC	–	–	–	–	Not filed
International Assets Investment Management, LLC	–	–	–	–	Not filed
Hanlon Investment Management, Inc.	–	–	–	–	Not filed
Silphium Asset Management Ltd	–	–	–	–	Not filed
Bartlett & Co. Wealth Management LLC	–	–	–	–	Not filed
Cambria Investment Management, L.P.	–	–	–	–	Not filed
Putney Financial Group LLC	–	–	–	–	Not filed
Alpine Woods Capital Investors, LLC	–	–	–	–	Not filed
Bannerstone Capital Management, LLC	–	–	–	–	Not filed
Laird Norton Trust Company, LLC	–	–	–	–	Not filed
Venturi Wealth Management, LLC	–	–	–	–	Not filed
Roberts Glore & Co Inc	–	–	–	–	Not filed
Thompson Siegel & Walmsley LLC	–	–	–	–	Not filed
Fifth Third Wealth Advisors LLC	–	–	–	–	Not filed
Hantz Financial Services, Inc.	–	–	–	–	Not filed
Principal Securities, Inc.	–	–	–	–	Not filed
Prosperity Consulting Group, LLC	–	–	–	–	Not filed
L2 Asset Management, LLC	–	–	–	–	Not filed
Thrive Wealth Management, LLC	–	–	–	–	Not filed
Deltec Asset Management LLC	–	–	–	–	Not filed
Formula Growth Ltd	–	–	–	–	Not filed
Capstone Investment Advisors, LLC	–	–	–	–	Not filed
HighPoint Advisor Group LLC	–	–	–	–	Not filed
Prelude Capital Management, LLC	–	–	–	–	Not filed
Great Lakes Advisors, LLC	–	–	–	–	Not filed
Glenmede Trust Co NA	–	–	–	–	Not filed
Siemens Fonds Invest GmbH	–	–	–	–	Not filed
Blackstone Group Inc.	–	–	–	–	Not filed
Fisher Asset Management, LLC	–	–	–	–	Not filed
Meeder Advisory Services, Inc.	–	–	–	–	Not filed
Lombard Odier Asset Management (USA) Corp	–	–	–	–	Not filed
Global Financial Private Client, LLC	–	–	–	–	Not filed
Impact Capital Partners LLC	–	–	–	–	Not filed
Bancreek Capital Management, LP	–	–	–	–	Not filed
DRW Securities, LLC	–	–	–	–	Not filed
KG&L Capital Management,LLC	–	–	–	–	Not filed
Parallel Advisors, LLC	–	–	–	–	Not filed
Qtron Investments LLC	–	–	–	–	Not filed
Compass Financial Management LLC	–	–	–	–	Not filed
Wealth Alliance	–	–	–	–	Not filed
Ballentine Partners, LLC	–	–	–	–	Not filed
Custom Index Systems, LLC	–	–	–	–	Not filed
Allworth Financial LP	–	–	–	–	Not filed
HBK Sorce Advisory LLC	–	–	–	–	Not filed
Leuthold Group, LLC	–	–	–	–	Not filed
Pure Financial Advisors, Inc.	–	–	–	–	Not filed
Skba Capital Management LLC	–	–	–	–	Not filed
TruNorth Capital Management, LLC	–	–	–	–	Not filed
Heartland Advisors Inc	–	–	–	–	Not filed
Meyer Handelman Co	–	–	–	–	Not filed
Synergy Financial Group, LTD	–	–	–	–	Not filed
Spirepoint Private Client, LLC	–	–	–	–	Not filed
Kornitzer Capital Management Inc	–	–	–	–	Not filed
Howe & Rusling Inc	–	–	–	–	Not filed
Leonteq Securities AG	–	–	–	–	Not filed
Sienna Gestion	–	–	–	–	Not filed
Blueshift Asset Management, LLC	–	–	–	–	Not filed
Fragasso Group Inc.	–	–	–	–	Not filed
Pacific Excel Wealth Advisors, Inc.	–	–	–	–	Not filed
Heritage Family Offices, LLP	–	–	–	–	Not filed
ABLE Financial Group, LLC	–	–	–	–	Not filed