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
HM Payson & Co	–	–	–	–	Not filed
Cornerstone Capital, Inc.	–	–	–	–	Not filed
Net Worth Advisory Group	–	–	–	–	Not filed
Arrowstreet Capital, Limited Partnership	–	–	–	–	Not filed
Parallax Volatility Advisers, L.P.	–	–	–	–	Not filed
Ninepoint Partners LP	–	–	–	–	Not filed
Meadow Creek Wealth Advisors LLC	–	–	–	–	Not filed
City National Bank of Florida	–	–	–	–	Not filed
Facet Wealth, Inc.	–	–	–	–	Not filed
Wedbush Securities Inc	–	–	–	–	Not filed
Perigon Wealth Management, LLC	–	–	–	–	Not filed
Eagle Bay Advisors LLC	–	–	–	–	Not filed
Checchi Capital Advisers, LLC	–	–	–	–	Not filed
Carnegie Capital Asset Management, LLC	–	–	–	–	Not filed
Integrity Advisory Solutions, LLC	–	–	–	–	Not filed
Crestwood Advisors Group LLC	–	–	–	–	Not filed
Robinson Smith Wealth Advisors LLC	–	–	–	–	Not filed
Western Pacific Wealth Management, LP	–	–	–	–	Not filed
Shelton Capital Management	–	–	–	–	Not filed
Los Angeles Capital Management LLC	–	–	–	–	Not filed
EverSource Wealth Advisors, LLC	–	–	–	–	Not filed
Whittier Trust Co of Nevada Inc	–	–	–	–	Not filed
Plan A Wealth LLC	–	–	–	–	Not filed
Clearstead Advisors, LLC	–	–	–	–	Not filed
Snowden Capital Advisors LLC	–	–	–	–	Not filed
Miracle Mile Advisors, LLC	–	–	–	–	Not filed
Savant Capital, LLC	–	–	–	–	Not filed
Mutual Advisors, LLC	–	–	–	–	Not filed
Legacy Financial Advisors, Inc.	–	–	–	–	Not filed
Great Valley Advisor Group, Inc.	–	–	–	–	Not filed
Americana Partners, LLC	–	–	–	–	Not filed
Patten Group, Inc.	–	–	–	–	Not filed
Caption Management, LLC	–	–	–	–	Not filed
Modern Wealth Management, LLC	–	–	–	–	Not filed
Dorsey & Whitney Trust CO LLC	–	–	–	–	Not filed
Twinbeech Capital LP	–	–	–	–	Not filed
First International Bank of Israel Ltd.	–	–	–	–	Not filed
Forty-three Eighteen Advisors, LLC	–	–	–	–	Not filed
MJP Associates Inc	–	–	–	–	Not filed
Pavion Blue Capital, LLC	–	–	–	–	Not filed
IFP Advisors, Inc	–	–	–	–	Not filed
GeoWealth Management, LLC	–	–	–	–	Not filed
Supplemental Annuity Collective Trust of NJ	–	–	–	–	Not filed
AlphaCore Capital LLC	–	–	–	–	Not filed
KDT Advisors, LLC	–	–	–	–	Not filed
Teacher Retirement System of Texas	–	–	–	–	Not filed
National Asset Management, Inc.	–	–	–	–	Not filed
Argent Trust Co	–	–	–	–	Not filed
Oversea-Chinese Banking CORP Ltd	–	–	–	–	Not filed
Savvy Advisors, Inc.	–	–	–	–	Not filed
Strategy Asset Managers LLC	–	–	–	–	Not filed
Bull Harbor Capital LLC	–	–	–	–	Not filed
Quent Capital, LLC	–	–	–	–	Not filed
Aster Capital Management (DIFC) Ltd	–	–	–	–	Not filed
Wulff, Hansen & Co.	–	–	–	–	Not filed
Flynn Zito Capital Management, LLC	–	–	–	–	Not filed
McAdam, LLC	–	–	–	–	Not filed
Lowe Brockenbrough & Co Inc	–	–	–	–	Not filed
Diametric Capital, LP	–	–	–	–	Not filed
Anchor Investment Management, LLC	–	–	–	–	Not filed
Cascade Financial Partners, LLC	–	–	–	–	Not filed
Keebeck Wealth Management, LLC	–	–	–	–	Not filed
Oxford Asset Management LLP	–	–	–	–	Not filed
Vann Equity Management LLC	–	–	–	–	Not filed
Old National Bancorp	–	–	–	–	Not filed
Colonial River Wealth Management, LLC	–	–	–	–	Not filed
Jump Financial, LLC	–	–	–	–	Not filed
MQS Management LLC	–	–	–	–	Not filed
Benchmark Financial Wealth Advisors, LLC	–	–	–	–	Not filed
Range Advisory, LLC	–	–	–	–	Not filed
Founders Financial Alliance, LLC	–	–	–	–	Not filed
Abel Hall, LLC	–	–	–	–	Not filed
Entropy Technologies, LP	–	–	–	–	Not filed
Alphadyne Asset Management LP	–	–	–	–	Not filed
Storgate, LLC	–	–	–	–	Not filed
Curated Wealth Partners LLC	–	–	–	–	Not filed
Essex Financial Services, Inc.	–	–	–	–	Not filed
StoneX Group Inc.	–	–	–	–	Not filed
United Community Bank	–	–	–	–	Not filed
GHP Investment Advisors, Inc.	–	–	–	–	Not filed
Sagewood Asset Management LP	–	–	–	–	Not filed
Greenline Wealth Management LLC	–	–	–	–	Not filed
Retirement Planning Group	–	–	–	–	Not filed
WealthPlan Investment Management, LLC	–	–	–	–	Not filed
Tower Wealth Partners, Inc.	–	–	–	–	Not filed
Sapient Capital LLC	–	–	–	–	Not filed
Cooper Financial Group	–	–	–	–	Not filed
Empirical Asset Management, LLC	–	–	–	–	Not filed
Farringdon Capital, Ltd.	–	–	–	–	Not filed
Kovitz Investment Group Partners, LLC	–	–	–	–	Not filed
KLCM Advisors, Inc.	–	–	–	–	Not filed
Foronjy Financial LLC	–	–	–	–	Not filed
Greenspring Advisors, LLC	–	–	–	–	Not filed
Capital Asset Advisory Services LLC	–	–	–	–	Not filed
Connecticut Wealth Management, LLC	–	–	–	–	Not filed
Genesis Private Wealth, LLC	–	–	–	–	Not filed
Huntington National Bank	–	–	–	–	Not filed
Independent Financial Group, LLC	–	–	–	–	Not filed
Florida Financial Advisors, LLC	–	–	–	–	Not filed
Greenleaf Trust	–	–	–	–	Not filed