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
M1 Capital Management LLC	–	–	–	–	Not filed
Northwest & Ethical Investments L.P.	–	–	–	–	Not filed
Larson Financial Group LLC	–	–	–	–	Not filed
Volterra Technologies LP	–	–	–	–	Not filed
Investment Partners Asset Management, Inc.	–	–	–	–	Not filed
Accent Capital Management, LLC	–	–	–	–	Not filed
NVWM, LLC	–	–	–	–	Not filed
Smithfield Trust Co	–	–	–	–	Not filed
Westpac Banking Corp	–	–	–	–	Not filed
Whittier Trust Co	–	–	–	–	Not filed
Strategic Advocates LLC	–	–	–	–	Not filed
Atlantic Edge Private Wealth Management, LLC	–	–	–	–	Not filed
Smartleaf Asset Management LLC	–	–	–	–	Not filed
Bay Harbor Wealth Management, LLC	–	–	–	–	Not filed
SBI Securities Co., Ltd.	–	–	–	–	Not filed
Trust Co of Toledo NA	–	–	–	–	Not filed
Valued Wealth Advisors LLC	–	–	–	–	Not filed
Centaurus Financial, Inc.	–	–	–	–	Not filed
Beacon Investment Advisory Services, Inc.	–	–	–	–	Not filed
Quest 10 Wealth Builders, Inc.	–	–	–	–	Not filed
LRI Investments, LLC	–	–	–	–	Not filed
Rosenberg Matthew Hamilton	–	–	–	–	Not filed
Onefund, LLC	–	–	–	–	Not filed
Cullen/Frost Bankers, Inc.	–	–	–	–	Not filed
Strategic Wealth Partners, Ltd.	–	–	–	–	Not filed
Covestor Ltd	–	–	–	–	Not filed
Eastern Bank	–	–	–	–	Not filed
Clear Street Markets LLC	–	–	–	–	Not filed
Security National Bank of So Dak	–	–	–	–	Not filed
Harbour Investments, Inc.	–	–	–	–	Not filed
Massmutual Trust Co FSB	–	–	–	–	Not filed
Atlas Capital Advisors LLC	–	–	–	–	Not filed
Tobam	–	–	–	–	Not filed
Buck Wealth Strategies, LLC	–	–	–	–	Not filed
DT Investment Partners, LLC	–	–	–	–	Not filed
Adirondack Trust Co	–	–	–	–	Not filed
AdvisorNet Financial, Inc	–	–	–	–	Not filed
Creative Financial Designs Inc	–	–	–	–	Not filed
Private Trust Co NA	–	–	–	–	Not filed
Elequin Capital LP	–	–	–	–	Not filed
Owl Creek Wealth Partners LLC	–	–	–	–	Not filed
Evermay Wealth Management LLC	–	–	–	–	Not filed
Darwin Advisors, LLC	–	–	–	–	Not filed
City Holding Co	–	–	–	–	Not filed
Solstein Capital, LLC	–	–	–	–	Not filed
Strategic Investment Solutions, Inc.	–	–	–	–	Not filed
Sittner & Nelson, LLC	–	–	–	–	Not filed
Rialto Wealth Management, LLC	–	–	–	–	Not filed
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd.	–	–	–	–	Not filed
Vima LLC	–	–	–	–	Not filed
Financial Management Professionals, Inc.	–	–	–	–	Not filed
Zions Bancorporation, National Association	–	–	–	–	Not filed
Close Asset Management Ltd	–	–	–	–	Not filed
Fortitude Family Office, LLC	–	–	–	–	Not filed
N.E.W. Advisory Services LLC	–	–	–	–	Not filed
Park Place Capital Corp	–	–	–	–	Not filed
Murphy & Mullick Capital Management Corp	–	–	–	–	Not filed
LFA - Lugano Financial Advisors SA	–	–	–	–	Not filed
Private Wealth Asset Management, LLC	–	–	–	–	Not filed
SHP Wealth Management	–	–	–	–	Not filed
Generali Asset Management SPA SGR	–	–	–	–	Not filed
CDC Financial, Inc.	–	–	–	–	Not filed
IMA Wealth, Inc.	–	–	–	–	Not filed
LifeSteps Financial, Inc.	–	–	–	–	Not filed
Farmers & Merchants Investments Inc	–	–	–	–	Not filed
Cromwell Holdings LLC	–	–	–	–	Not filed
Rothschild Investment LLC	–	–	–	–	Not filed
Bryn Mawr Trust Co	–	–	–	–	Not filed
Institute for Wealth Management, LLC.	–	–	–	–	Not filed
Caitong International Asset Management Co., Ltd	–	–	–	–	Not filed
Sunrise Financial Services, LLC	–	–	–	–	Not filed
Mather Group, LLC.	–	–	–	–	Not filed
Towarzystwo Funduszy Inwestycyjnych Pzu SA	–	–	–	–	Not filed
American National Bank	–	–	–	–	Not filed
Westend Capital Management, LLC	–	–	–	–	Not filed
First Command Advisory Services, Inc.	–	–	–	–	Not filed
MidFirst Bank	–	–	–	–	Not filed
Tidemark, LLC	–	–	–	–	Not filed
Entrust Financial LLC	–	–	–	–	Not filed
Signature Equity Partners, LLC	–	–	–	–	Not filed
GW&K Investment Management, LLC	–	–	–	–	Not filed
Twin Tree Management, LP	–	–	–	–	Not filed
CoreCap Advisors, LLC	–	–	–	–	Not filed
Capital Analysts, LLC	–	–	–	–	Not filed
Y.D. More Investments Ltd	–	–	–	–	Not filed
Lloyd Advisory Services, LLC.	–	–	–	–	Not filed
Barnes Dennig Private Wealth Management LLC	–	–	–	–	Not filed
Pinnacle Wealth Planning Services, Inc.	–	–	–	–	Not filed
Contravisory Investment Management, Inc.	–	–	–	–	Not filed
University of Texas/Texas Am Investment Managment Co	–	–	–	–	Not filed
Pinpoint Asset Management (Singapore) Pte. Ltd.	–	–	–	–	Not filed
Newbridge Financial Services Group, Inc.	–	–	–	–	Not filed
Ronald Blue Trust, Inc.	–	–	–	–	Not filed
Atlantic Union Bankshares Corp	–	–	–	–	Not filed
Hollencrest Capital Management	–	–	–	–	Not filed
IMG Wealth Management, Inc.	–	–	–	–	Not filed
1015 Capital Partners, LLC	–	–	–	–	Not filed
Trifecta Capital Advisors, LLC	–	–	–	–	Not filed
Harbor Investment Advisory, LLC	–	–	–	–	Not filed
Cetera Trust Company, N.A	–	–	–	–	Not filed