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 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.

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: 8; −2 vs. Q2 2026
Shares held: 14.5K; −67.6K (−82.3%) vs. Q2 2026
Total value: $1.24M; −$5.91M (−82.6%) vs. Q2 2026
New holders: 0; 3 more added
Sold out: 2; 3 more reduced

1,109 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
Steigerwald, Gordon & Koch Inc.	–	–	–	–	Not filed
Cornerstone Planning Group LLC	–	–	–	–	Not filed
Keating Financial Advisory Services, Inc.	–	–	–	–	Not filed
Salomon & Ludwin, LLC	–	–	–	–	Not filed
Brown, Lisle/Cummings, Inc.	–	–	–	–	Not filed
ZRC Wealth Management, LLC	–	–	–	–	Not filed
Bruce G. Allen Investments, LLC	–	–	–	–	Not filed
Rossby Financial, LCC	–	–	–	–	Not filed
E Fund Management (Hong Kong) Co., Ltd.	–	–	–	–	Not filed
Downshift Financial, LLC	–	–	–	–	Not filed
Persistent Asset Partners Ltd	–	–	–	–	Not filed
Quarry LP	–	–	–	–	Not filed
Kemnay Advisory Services Inc.	–	–	–	–	Not filed
JFS Wealth Advisors, LLC	–	–	–	–	Not filed
Action Point Financial Planning, LLC	–	–	–	–	Not filed
Maseco LLP	–	–	–	–	Not filed
JPL Wealth Management, LLC	–	–	–	–	Not filed
Silver Grove Financial Group, Inc.	–	–	–	–	Not filed
Colonial Trust Co	–	–	–	–	Not filed
First Horizon Corp	–	–	–	–	Not filed
Asset Dedication, LLC	–	–	–	–	Not filed
Ancora Advisors, LLC	–	–	–	–	Not filed
Morton Brown Family Wealth, LLC	–	–	–	–	Not filed
Golden State Wealth Management, LLC	–	–	–	–	Not filed
Abound Wealth Management	–	–	–	–	Not filed
Bell Investment Advisors, Inc	–	–	–	–	Not filed
Meeder Asset Management Inc	–	–	–	–	Not filed
RMG Wealth Management LLC	–	–	–	–	Not filed
Addison Advisors LLC	–	–	–	–	Not filed
Chilton Capital Management LLC	–	–	–	–	Not filed
Cornerstone Financial Management LLC	–	–	–	–	Not filed
True Wealth Design, LLC	–	–	–	–	Not filed
Parkside Financial Bank & Trust	–	–	–	–	Not filed
Sachetta, LLC	–	–	–	–	Not filed
Aventura Private Wealth, LLC	–	–	–	–	Not filed
UMA Financial Services, Inc.	–	–	–	–	Not filed
Wolff Wiese Magana LLC	–	–	–	–	Not filed
Avion Wealth	–	–	–	–	Not filed
Bare Financial Services, Inc	–	–	–	–	Not filed
Kilter Group LLC	–	–	–	–	Not filed
Basecamp Wealth Advisors LLC	–	–	–	–	Not filed
Basepoint Wealth LLC	–	–	–	–	Not filed
Joseph Group Capital Management	–	–	–	–	Not filed
Thompson Investment Management, Inc.	–	–	–	–	Not filed
HighMark Wealth Management LLC	–	–	–	–	Not filed
Cassaday & Co Wealth Management LLC	–	–	–	–	Not filed
First United Bank Trust	–	–	–	–	Not filed
City State Bank	–	–	–	–	Not filed
Country Trust Bank	–	–	–	–	Not filed
MCF Advisors LLC	–	–	–	–	Not filed
Caldwell Sutter Capital, Inc.	–	–	–	–	Not filed
South State Corp.	–	–	–	–	Not filed
Essential Partners LLC	–	–	–	–	Not filed
IFG Advisory, LLC	–	–	–	–	Not filed
Osbon Capital Management LLC	–	–	–	–	Not filed
Ankerstar Wealth, LLC	–	–	–	–	Not filed
Bogart Wealth, LLC	–	–	–	–	Not filed
TD Capital Management LLC	–	–	–	–	Not filed
Capital Advisors, Ltd. LLC	–	–	–	–	Not filed
Dunhill Financial, LLC	–	–	–	–	Not filed
Triumph Capital Management	–	–	–	–	Not filed
Hughes Financial Services, LLC	–	–	–	–	Not filed
Prosperity Bancshares Inc	–	–	–	–	Not filed
American Capital Advisory, LLC	–	–	–	–	Not filed
Financial Consulate, Inc	–	–	–	–	Not filed
Tower View Investment Management & Research LLC	–	–	–	–	Not filed
Raffa Wealth Management, LLC	–	–	–	–	Not filed
Gleason Group, Inc.	–	–	–	–	Not filed
William B. Walkup & Associates, Inc.	–	–	–	–	Not filed
SJS Investment Consulting Inc.	–	–	–	–	Not filed
Investment Counsel Co of Nevada	–	–	–	–	Not filed
Chesapeake Asset Management LLC	–	–	–	–	Not filed
Orion Capital Management LLC	–	–	–	–	Not filed
Manchester Capital Management LLC	–	–	–	–	Not filed
Principia Wealth Advisory, LLC	–	–	–	–	Not filed
Strive Financial Group ,LLC	–	–	–	–	Not filed
Golden State Equity Partners	–	–	–	–	Not filed
Wealth Enhancement Trust Services, Inc.	–	–	–	–	Not filed
High Note Wealth, LLC	–	–	–	–	Not filed
DiNuzzo Private Wealth, Inc.	–	–	–	–	Not filed
Prestige Wealth Management Group LLC	–	–	–	–	Not filed
Investors Portfolio Services LLC	–	–	–	–	Not filed
Activest Wealth Management	–	–	–	–	Not filed
Ogorek Anthony Joseph	–	–	–	–	Not filed
Tounjian Advisory Partners, LLC	–	–	–	–	Not filed
Rakuten Securities, Inc.	–	–	–	–	Not filed
Thurston, Springer, Miller, Herd & Titak, Inc.	–	–	–	–	Not filed
Montag A & Associates Inc	–	–	–	–	Not filed
Davis Capital Management	–	–	–	–	Not filed
Continuum Advisory, LLC	–	–	–	–	Not filed
WestEnd Advisors, LLC	–	–	–	–	Not filed
Cape Investment Advisory, Inc.	–	–	–	–	Not filed
Quaker Wealth Management, LLC	–	–	–	–	Not filed
Vanguard Advisers Inc	–	–	–	–	Not filed
MV Capital Management, Inc.	–	–	–	–	Not filed
Geneos Wealth Management Inc.	–	–	–	–	Not filed
North Star Investment Management Corp.	–	–	–	–	Not filed
Atlantic Private Wealth, LLC	–	–	–	–	Not filed
Motco	–	–	–	–	Not filed
Westfuller Advisors, LLC	–	–	–	–	Not filed