Interactive Brokers Group, Inc.
IBKR- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001381197
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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dogwood Wealth Management LLC | – | – | – | – | Not filed |
| Valley National Advisers Inc | – | – | – | – | Not filed |
| Plante Moran Financial Advisors, LLC | – | – | – | – | Not filed |
| HFM Investment Advisors, LLC | – | – | – | – | Not filed |
| Creative Capital Management Investments LLC | – | – | – | – | Not filed |
| Delos Wealth Advisors, LLC | – | – | – | – | Not filed |
| TFC Financial Management | – | – | – | – | Not filed |
| Seneschal Advisors, LLC | – | – | – | – | Not filed |
| Mosley Wealth Management | – | – | – | – | Not filed |
| Wilkerson Advisory Group LLC | – | – | – | – | Not filed |
| Highland Investment Advisors LLC | – | – | – | – | Not filed |
| Grove Bank & Trust | – | – | – | – | Not filed |
| Medallion Wealth Advisors, LLC | – | – | – | – | Not filed |
| Cordant, Inc. | – | – | – | – | Not filed |
| DecisionPoint Financial, LLC | – | – | – | – | Not filed |
| Game Plan Financial Advisors, LLC | – | – | – | – | Not filed |
| Evolution Advisers, Inc. | – | – | – | – | Not filed |
| Navigoe, LLC | – | – | – | – | Not filed |
| Livforsakringsbolaget Skandia, Omsesidigt | – | – | – | – | Not filed |