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
Motley Fool Asset Management LLC	–	–	–	–	Not filed
Swedbank AB	–	–	–	–	Not filed
Gulf International Bank (UK) Ltd	–	–	–	–	Not filed
Gladstone Institutional Advisory LLC	–	–	–	–	Not filed
Hanseatic Management Services Inc	–	–	–	–	Not filed
Cerity Partners LLC	–	–	–	–	Not filed
Nisa Investment Advisors, LLC	–	–	–	–	Not filed
Element Squared LLC	–	–	–	–	Not filed
Nomura Holdings Inc	–	–	–	–	Not filed
Scotia Capital Inc.	–	–	–	–	Not filed
Vestcor Inc	–	–	–	–	Not filed
Catalyst Capital Advisors LLC	–	–	–	–	Not filed
Gardner Lewis Asset Management L P	–	–	–	–	Not filed
Fiduciary Family Office, LLC	–	–	–	–	Not filed
Norinchukin Bank, The	–	–	–	–	Not filed
Envestnet Portfolio Solutions, Inc.	–	–	–	–	Not filed
Standard Life Aberdeen plc	–	–	–	–	Not filed
Inspire Advisors, LLC	–	–	–	–	Not filed
Vontobel Holding Ltd.	–	–	–	–	Not filed
Investment House LLC	–	–	–	–	Not filed
M&T Bank Corp	–	–	–	–	Not filed
Saudi Central Bank	–	–	–	–	Not filed
Captrust Financial Advisors	–	–	–	–	Not filed
Dumont & Blake Investment Advisors LLC	–	–	–	–	Not filed
MUFG Securities EMEA plc	–	–	–	–	Not filed
Altshuler Shaham Ltd	–	–	–	–	Not filed
Gator Capital Management, LLC	–	–	–	–	Not filed
Vise Technologies, Inc.	–	–	–	–	Not filed
Coronation Fund Managers Ltd.	–	–	–	–	Not filed
Alyeska Investment Group, L.P.	–	–	–	–	Not filed
Sound View Wealth Advisors Group, LLC	–	–	–	–	Not filed
Spire Wealth Management	–	–	–	–	Not filed
Manchester Financial Inc	–	–	–	–	Not filed
Mitchell & Pahl Private Wealth, LLC	–	–	–	–	Not filed
Dakota Wealth Management	–	–	–	–	Not filed
Landscape Capital Management, L.L.C.	–	–	–	–	Not filed
Quadrant Capital Group LLC	–	–	–	–	Not filed
Fairfield Financial Advisors, LTD	–	–	–	–	Not filed
Omers Administration Corp	–	–	–	–	Not filed
Brinker Capital Investments, LLC	–	–	–	–	Not filed
Kentucky Retirement Systems	–	–	–	–	Not filed
Cumberland Partners Ltd	–	–	–	–	Not filed
Sowell Financial Services LLC	–	–	–	–	Not filed
BI Asset Management Fondsmaeglerselskab A/S	–	–	–	–	Not filed
Pacific Capital Partners Ltd	–	–	–	–	Not filed
Mystic Asset Management, Inc.	–	–	–	–	Not filed
Jain Global LLC	–	–	–	–	Not filed
Titan Investment Solutions Ltd	–	–	–	–	Not filed
Everence Capital Management Inc	–	–	–	–	Not filed
Graham Capital Management, L.P.	–	–	–	–	Not filed
Centiva Capital, LP	–	–	–	–	Not filed
Fideuram Asset Management (Ireland) dac	–	–	–	–	Not filed
Walleye Trading LLC	–	–	–	–	Not filed
Hartford Investment Management Co	–	–	–	–	Not filed
Jefferies Financial Group Inc.	–	–	–	–	Not filed
Aigen Investment Management, LP	–	–	–	–	Not filed
Kestra Investment Management, LLC	–	–	–	–	Not filed
Lido Advisors, LLC	–	–	–	–	Not filed
New Age Alpha Advisors, LLC	–	–	–	–	Not filed
Concurrent Investment Advisors, LLC	–	–	–	–	Not filed
Mariner, LLC	–	–	–	–	Not filed
Maryland State Retirement & Pension System	–	–	–	–	Not filed
Advisors Asset Management, Inc.	–	–	–	–	Not filed
Gsa Capital Partners LLP	–	–	–	–	Not filed
Abn Amro Investment Solutions	–	–	–	–	Not filed
Atomi Financial Group, Inc.	–	–	–	–	Not filed
Louisiana State Employees Retirement System	–	–	–	–	Not filed
Midwest Professional Planners, LTD.	–	–	–	–	Not filed
AG2R la Mondiale Gestion D'Actifs	–	–	–	–	Not filed
Ritholtz Wealth Management	–	–	–	–	Not filed
New Mexico Educational Retirement Board	–	–	–	–	Not filed
SRS Capital Advisors, Inc.	–	–	–	–	Not filed
Catalyst Funds Management Pty Ltd	–	–	–	–	Not filed
Mainstream Capital Management LLC	–	–	–	–	Not filed
Successful Portfolios LLC	–	–	–	–	Not filed
Fox Run Management, L.L.C.	–	–	–	–	Not filed
Grantham, Mayo, Van Otterloo & Co. LLC	–	–	–	–	Not filed
GWM Advisors LLC	–	–	–	–	Not filed
Quantbot Technologies LP	–	–	–	–	Not filed
Smith Group Asset Management, LLC	–	–	–	–	Not filed
Highview Capital Management LLC	–	–	–	–	Not filed
DJE Kapital AG	–	–	–	–	Not filed
Monetta Financial Services Inc	–	–	–	–	Not filed
Miura Global Management, LLC	–	–	–	–	Not filed
Sphera Management Technology Funds Ltd	–	–	–	–	Not filed
Chase Investment Counsel Corp	–	–	–	–	Not filed
Burney Co	–	–	–	–	Not filed
Fisher Funds Management LTD	–	–	–	–	Not filed
Bridgeway Capital Management, LLC	–	–	–	–	Not filed
Arrow Capital Pty Ltd	–	–	–	–	Not filed
Logan Capital Management Inc	–	–	–	–	Not filed
Private Advisor Group, LLC	–	–	–	–	Not filed
TownSquare Capital, LLC	–	–	–	–	Not filed
Pullen Investment Management, LLC	–	–	–	–	Not filed
Thrivent Financial for Lutherans	–	–	–	–	Not filed
Western Financial Corp	–	–	–	–	Not filed
Cambridge Investment Research Advisors, Inc.	–	–	–	–	Not filed
Canada Post Corp Registered Pension Plan	–	–	–	–	Not filed
Roundview Capital LLC	–	–	–	–	Not filed
Cross Staff Investments Inc	–	–	–	–	Not filed