Skip to main content

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 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
2
−1 vs. Q2 2026
Shares held
202
−346 (−63.1%) vs. Q2 2026
Total value
$17.2K
−$30.5K (−63.9%) vs. Q2 2026
New holders
0
0 more added
Sold out
1
1 more reduced

1,116 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
Q1 2021: 320 institutionsQ2 2021: 319 institutionsQ3 2021: 309 institutionsQ4 2021: 339 institutionsQ1 2022: 347 institutionsQ2 2022: 345 institutionsQ3 2022: 339 institutionsQ4 2022: 402 institutionsQ1 2023: 433 institutionsQ2 2023: 424 institutionsQ3 2023: 436 institutionsQ4 2023: 456 institutionsQ1 2024: 494 institutionsQ2 2024: 548 institutionsQ3 2024: 587 institutionsQ4 2024: 710 institutionsQ1 2025: 746 institutionsQ2 2025: 802 institutionsQ3 2025: 913 institutionsQ4 2025: 980 institutionsQ1 2026: 1,001 institutionsQ2 2026: 1,119 institutions
Value held
Q1 2021: $5.79BQ2 2021: $5.28BQ3 2021: $5.12BQ4 2021: $6.80BQ1 2022: $5.73BQ2 2022: $4.78BQ3 2022: $5.90BQ4 2022: $6.67BQ1 2023: $7.58BQ2 2023: $7.61BQ3 2023: $8.08BQ4 2023: $7.72BQ1 2024: $10.6BQ2 2024: $11.4BQ3 2024: $12.9BQ4 2024: $16.6BQ1 2025: $15.7BQ2 2025: $20.9BQ3 2025: $26.1BQ4 2025: $24.7BQ1 2026: $25.4BQ2 2026: $33.7B
Institutions holding IBKR and their total value by quarter
QuarterHoldersValue
Q2 20261,119$33.7B
Q1 20261,001$25.4B
Q4 2025980$24.7B
Q3 2025913$26.1B
Q2 2025802$20.9B
Q1 2025746$15.7B
Q4 2024710$16.6B
Q3 2024587$12.9B
Q2 2024548$11.4B
Q1 2024494$10.6B
Q4 2023456$7.72B
Q3 2023436$8.08B
Q2 2023424$7.61B
Q1 2023433$7.58B
Q4 2022402$6.67B
Q3 2022339$5.90B
Q2 2022345$4.78B
Q1 2022347$5.73B
Q4 2021339$6.80B
Q3 2021309$5.12B
Q2 2021319$5.28B
Q1 2021320$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
InstitutionSharesValue% of portfolioChange in sharesAction
Citigroup Inc––––Not filed
Stifel Financial Corp––––Not filed
California State Teachers Retirement System––––Not filed
Federated Hermes, Inc.––––Not filed
Jones Financial Companies LLLP––––Not filed
Bank of Montreal––––Not filed
Treasurer of the State of North Carolina––––Not filed
Lone Pine Capital LLCSuperinvestorLone Pine Capital––––Not filed
RV Capital GmbH––––Not filed
TD Waterhouse Canada Inc.––––Not filed
Caisse de Depot Et Placement du Quebec––––Not filed
Principal Financial Group Inc––––Not filed
Great West Life Assurance Co––––Not filed
Freestone Grove Partners LP––––Not filed
Cantillon Capital Management LLC––––Not filed
Ensign Peak Advisors, Inc––––Not filed
Systrade AG––––Not filed
Victory Capital Management Inc––––Not filed
New York State Common Retirement Fund––––Not filed
Advisor Group Holdings, Inc.––––Not filed
Marathon Asset Mgmt Ltd––––Not filed
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund––––Not filed
Marshall Wace, LLP––––Not filed
SEI Investments Co––––Not filed
Adage Capital Partners GP, L.L.C.––––Not filed
Raiffeisen Bank International AG––––Not filed
Massachusetts Financial Services Co––––Not filed
State Board of Administration of Florida Retirement System––––Not filed
Cookson Peirce & Co Inc––––Not filed
Alliancebernstein L.P.––––Not filed
Longaeva Partners L.P.––––Not filed
Gabelli Funds LLC––––Not filed
Aviva PLC––––Not filed
Storebrand Asset Management AS––––Not filed
GFI Investment Counsel Ltd.––––Not filed
CWM Advisors, LLC––––Not filed
Fifth Third Bancorp––––Not filed
Winmill & Co. Inc––––Not filed
Stony Point Capital LLC––––Not filed
Credit Agricole S A––––Not filed
Susquehanna International Group, LLP––––Not filed
Bank of Nova Scotia––––Not filed
Nomura Asset Management Co Ltd––––Not filed
Polar Capital Holdings Plc––––Not filed
Rovida Investment Management Ltd––––Not filed
Keystone Investors Pte Ltd––––Not filed
New York State Teachers Retirement System––––Not filed
Zurcher Kantonalbank (Zurich Cantonalbank)––––Not filed
Holocene Advisors, LP––––Not filed
Balyasny Asset Management LLC––––Not filed
Asset Management One Co.,Ltd.––––Not filed
CI Private Wealth, LLC––––Not filed
Brooktree Capital Management––––Not filed
State of Wisconsin Investment Board––––Not filed
One Madison Group LLC––––Not filed
Milford Funds Ltd––––Not filed
Lansing Management LP––––Not filed
O'Brien Greene & Co. Inc––––Not filed
Quantinno Capital Management LP––––Not filed
Pictet Asset Management Holding SA––––Not filed
Crocodile Capital Partners GmbH––––Not filed
Manufacturers Life Insurance Company, The––––Not filed
Commerce Bank––––Not filed
Cetera Investment Advisers––––Not filed
Mawer Investment Management Ltd.––––Not filed
Toronto Dominion Bank––––Not filed
Vanguard Investments Australia, Ltd.––––Not filed
Chevy Chase Trust Holdings, Inc.––––Not filed
HighTower Advisors, LLC––––Not filed
Prudential Financial Inc––––Not filed
Sumitomo Mitsui DS Asset Management Company, Ltd––––Not filed
Allianz Asset Management GmbH––––Not filed
Aware Super Pty Ltd as trustee of Aware Super––––Not filed
AQR Capital Management LLC––––Not filed
Cozad Asset Management Inc––––Not filed
Public Employees Retirement System of Ohio––––Not filed
Public Employees Retirement Association of Colorado––––Not filed
Blue Sparrow, LLC––––Not filed
Universal- Beteiligungs- und Servicegesellschaft mbH––––Not filed
Dana Investment Advisors, Inc.––––Not filed
National Bank of Canada––––Not filed
Mitsubishi UFJ Trust & Banking Corp––––Not filed
Tredje AP-fonden––––Not filed
W.G. Shaheen & Associates DBA Whitney & Co––––Not filed
Woodline Partners LP––––Not filed
Harbor Advisors LLC––––Not filed
Mediolanum International Funds Ltd––––Not filed
Banco Bilbao Vizcaya Argentaria, S.A.––––Not filed
State of Tennessee, Treasury Department––––Not filed
KLP Kapitalforvaltning AS––––Not filed
CIBC World Markets Inc.––––Not filed
Cornerstone Advisors, LLC––––Not filed
Ibex Wealth Advisors––––Not filed
Danske Bank A/S––––Not filed
Longbow Finance SA––––Not filed
Evelyn Partners Group Ltd––––Not filed
Janney Montgomery Scott LLC––––Not filed
PFA Pension, Forsikringsaktieselskab––––Not filed
Moran Wealth Management, LLC––––Not filed
Bank Julius Baer & Co. Ltd, Zurich––––Not filed