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
Sagespring Wealth Partners, LLC	–	–	–	–	Not filed
180 Wealth Advisors, LLC	–	–	–	–	Not filed
Matisse Capital	–	–	–	–	Not filed
EP Wealth Advisors, LLC	–	–	–	–	Not filed
Polymer Capital Management (US) LLC	–	–	–	–	Not filed
Mirabella Financial Services LLP	–	–	–	–	Not filed
Sykon Capital LLC	–	–	–	–	Not filed
Interchange Capital Partners, LLC	–	–	–	–	Not filed
Freestone Capital Holdings, LLC	–	–	–	–	Not filed
Citizens Financial Group Inc	–	–	–	–	Not filed
Advisor OS, LLC	–	–	–	–	Not filed
Stirlingshire Investments, Inc.	–	–	–	–	Not filed
Fulton Bank, N.A.	–	–	–	–	Not filed
Fundamentun, LLC	–	–	–	–	Not filed
Marex Group plc	–	–	–	–	Not filed
Leeward Financial Partners, LLC	–	–	–	–	Not filed
Independent Advisor Alliance	–	–	–	–	Not filed
Ponta Wealth Partners, LLC	–	–	–	–	Not filed
Premier Path Wealth Partners, LLC	–	–	–	–	Not filed
Commons Capital, LLC	–	–	–	–	Not filed
FourThought Financial Partners, LLC	–	–	–	–	Not filed
Visionary Horizons, LLC	–	–	–	–	Not filed
Brown Miller Wealth Management, LLC	–	–	–	–	Not filed
Raleigh Capital Management Inc.	–	–	–	–	Not filed
Oak Thistle LLC	–	–	–	–	Not filed
Worldquant Millennium Advisors LLC	–	–	–	–	Not filed
Frec Markets, Inc.	–	–	–	–	Not filed
MAI Capital Management	–	–	–	–	Not filed
Ground Swell Capital, LLC	–	–	–	–	Not filed
Edmond de Rothschild Holding S.A.	–	–	–	–	Not filed
Oxford Wealth Group, LLC	–	–	–	–	Not filed
Everhart Financial Group, Inc.	–	–	–	–	Not filed
Warren Averett Asset Management, LLC	–	–	–	–	Not filed
Signaturefd, LLC	–	–	–	–	Not filed
Ostrum Asset Management	–	–	–	–	Not filed
Richard W. Paul & Associates, LLC	–	–	–	–	Not filed
Trust Asset Management LLC	–	–	–	–	Not filed
Ramiah Investment Group	–	–	–	–	Not filed
IHT Wealth Management, LLC	–	–	–	–	Not filed
Nemes Rush Group LLC	–	–	–	–	Not filed
Atticus Wealth Management, LLC	–	–	–	–	Not filed
Dockside LLC	–	–	–	–	Not filed
V-Square Quantitative Management LLC	–	–	–	–	Not filed
Legacy Wealth Advisors, LLC	–	–	–	–	Not filed
Boothbay Fund Management, LLC	–	–	–	–	Not filed
Palisade Asset Management, LLC	–	–	–	–	Not filed
Bank of Nova Scotia Trust Co	–	–	–	–	Not filed
Syon Capital LLC	–	–	–	–	Not filed
American Trust	–	–	–	–	Not filed
Vinva Investment Management Ltd	–	–	–	–	Not filed
Mitchell McLeod Pugh & Williams Inc	–	–	–	–	Not filed
Chemistry Wealth Management LLC	–	–	–	–	Not filed
Lombard Odier Asset Management (Switzerland) SA	–	–	–	–	Not filed
Gryphon Financial Partners LLC	–	–	–	–	Not filed
Resurgent Financial Advisors LLC	–	–	–	–	Not filed
Revisor Wealth Management LLC	–	–	–	–	Not filed
Grandview Asset Management LLC	–	–	–	–	Not filed
AlphaGrep UK Ltd	–	–	–	–	Not filed
Aaron Wealth Advisors	–	–	–	–	Not filed
Aureus Asset Management, LLC	–	–	–	–	Not filed
DekaBank Deutsche Girozentrale	–	–	–	–	Not filed
RSM US Wealth Management LLC	–	–	–	–	Not filed
Valeo Financial Advisors, LLC	–	–	–	–	Not filed
Ausdal Financial Partners, Inc.	–	–	–	–	Not filed
Paragon Financial Partners, Inc.	–	–	–	–	Not filed
Index Technologies Group LLC	–	–	–	–	Not filed
Koshinski Asset Management, Inc.	–	–	–	–	Not filed
Vancity Investment Management Ltd	–	–	–	–	Not filed
Assetmark, Inc	–	–	–	–	Not filed
Avestar Capital, LLC	–	–	–	–	Not filed
Wexford Capital LP	–	–	–	–	Not filed
Prospera Financial Services Inc	–	–	–	–	Not filed
Meadowbrook Advisors Group, LLC	–	–	–	–	Not filed
Fidelis Capital Partners, LLC	–	–	–	–	Not filed
Permanent Capital Management, LP	–	–	–	–	Not filed
Turtle Creek Wealth Advisors, LLC	–	–	–	–	Not filed
Cigna Investments Inc	–	–	–	–	Not filed
Concentric Capital Strategies, LP	–	–	–	–	Not filed
Hazlett, Burt & Watson, Inc.	–	–	–	–	Not filed
Profund Advisors LLC	–	–	–	–	Not filed
Fourth Dimension Wealth, LLC	–	–	–	–	Not filed
CVA Family Office, LLC	–	–	–	–	Not filed
Citizens Business Bank	–	–	–	–	Not filed
Fiduciary Financial Group, LLC	–	–	–	–	Not filed
Stephens Inc	–	–	–	–	Not filed
Sigma Planning Corp	–	–	–	–	Not filed
Stratos Wealth Partners, LTD.	–	–	–	–	Not filed
Ameritas Investment Partners, Inc.	–	–	–	–	Not filed
Pension & Wealth Management Advisors, Inc.	–	–	–	–	Not filed
Aviance Capital Partners, LLC	–	–	–	–	Not filed
Norden Group LLC	–	–	–	–	Not filed
nVerses Capital, LLC	–	–	–	–	Not filed
ISAM Funds (UK) Ltd	–	–	–	–	Not filed
Insigneo Advisory Services, LLC	–	–	–	–	Not filed
Aspen Grove Capital, LLC	–	–	–	–	Not filed
Alps Advisors Inc	–	–	–	–	Not filed
Indivisible Partners	–	–	–	–	Not filed
Rehmann Capital Advisory Group	–	–	–	–	Not filed
LGT Fund Management Co Ltd.	–	–	–	–	Not filed
Quantum Financial Partners LLC	–	–	–	–	Not filed