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
Dai-Ichi Life Insurance Company, Ltd	–	–	–	–	Not filed
Aviso Financial Inc.	–	–	–	–	Not filed
Cresset Asset Management, LLC	–	–	–	–	Not filed
Mount Yale Investment Advisors, LLC	–	–	–	–	Not filed
Callan Family Office, LLC	–	–	–	–	Not filed
NWF Advisory Services Inc.	–	–	–	–	Not filed
Voleon Capital Management LP	–	–	–	–	Not filed
We Are One Seven, LLC	–	–	–	–	Not filed
Kestra Private Wealth Services, LLC	–	–	–	–	Not filed
Private Advisory Group LLC	–	–	–	–	Not filed
Morse Asset Management, Inc	–	–	–	–	Not filed
Tower Research Capital LLC (TRC)	–	–	–	–	Not filed
Evergreen Capital Management LLC	–	–	–	–	Not filed
MBM Wealth Consultants, LLC	–	–	–	–	Not filed
PFG Advisors	–	–	–	–	Not filed
Aspire Private Capital, LLC	–	–	–	–	Not filed
Lecap Asset Management Ltd	–	–	–	–	Not filed
Two Sigma Securities, LLC	–	–	–	–	Not filed
TriaGen Wealth Management LLC	–	–	–	–	Not filed
Gamco Investors, Inc. Et Al	–	–	–	–	Not filed
Change Path, LLC	–	–	–	–	Not filed
Kingswood Wealth Advisors, LLC	–	–	–	–	Not filed
Novem Group	–	–	–	–	Not filed
AE Wealth Management LLC	–	–	–	–	Not filed
SkyView Investment Advisors, LLC	–	–	–	–	Not filed
Banque Cantonale Vaudoise	–	–	–	–	Not filed
Delta Investment Management, LLC	–	–	–	–	Not filed
Benjamin Edwards Inc	–	–	–	–	Not filed
Wright Investors Service Inc	–	–	–	–	Not filed
Rockefeller Capital Management L.P.	–	–	–	–	Not filed
Sterling Capital Management LLC	–	–	–	–	Not filed
Summit Financial, LLC	–	–	–	–	Not filed
Coerente Capital Management	–	–	–	–	Not filed
Integrated Wealth Concepts LLC	–	–	–	–	Not filed
Park Avenue Securities LLC	–	–	–	–	Not filed
Straightline Group LLC	–	–	–	–	Not filed
Brown Advisory Inc	–	–	–	–	Not filed
Equitable Holdings, Inc.	–	–	–	–	Not filed
Kepler Cheuvreux (Suisse) SA	–	–	–	–	Not filed
GAMMA Investing LLC	–	–	–	–	Not filed
Sequoia Financial Advisors, LLC	–	–	–	–	Not filed
Northwestern Mutual Investment Management Company, LLC	–	–	–	–	Not filed
Martingale Asset Management L P	–	–	–	–	Not filed
Coldstream Capital Management Inc	–	–	–	–	Not filed
Csenge Advisory Group	–	–	–	–	Not filed
Yarbrough Capital, LLC	–	–	–	–	Not filed
Caldwell Investment Management Ltd.	–	–	–	–	Not filed
Marks Group Wealth Management, Inc	–	–	–	–	Not filed
Osmosis Investment Management UK Ltd	–	–	–	–	Not filed
VestGen Advisors, LLC	–	–	–	–	Not filed
Northwestern Mutual Wealth Management Co	–	–	–	–	Not filed
MUFG Securities Americas Inc.	–	–	–	–	Not filed
PFG Investments, LLC	–	–	–	–	Not filed
Elo Mutual Pension Insurance Co	–	–	–	–	Not filed
Van Eck Associates Corp	–	–	–	–	Not filed
Ashton Thomas Private Wealth, LLC	–	–	–	–	Not filed
Prudential PLC	–	–	–	–	Not filed
HB Wealth Management, LLC	–	–	–	–	Not filed
Crossmark Global Holdings, Inc.	–	–	–	–	Not filed
Navellier & Associates Inc	–	–	–	–	Not filed
North Dakota State Investment Board	–	–	–	–	Not filed
Brown Brothers Harriman & Co	–	–	–	–	Not filed
Pittenger & Anderson Inc	–	–	–	–	Not filed
Tokio Marine Asset Management Co Ltd	–	–	–	–	Not filed
Quinn Opportunity Partners LLC	–	–	–	–	Not filed
Owls Nest Partners IA, LLC	–	–	–	–	Not filed
Yorktown Management & Research Co Inc	–	–	–	–	Not filed
Securian Asset Management, Inc	–	–	–	–	Not filed
Wellspring Financial Advisors, LLC	–	–	–	–	Not filed
Axxcess Wealth Management, LLC	–	–	–	–	Not filed
Pitcairn Wealth Advisors LLC	–	–	–	–	Not filed
Penserra Capital Management LLC	–	–	–	–	Not filed
NBC Securities, Inc.	–	–	–	–	Not filed
Avanza Fonder AB	–	–	–	–	Not filed
J. Safra Sarasin Holding AG	–	–	–	–	Not filed
Inceptionr LLC	–	–	–	–	Not filed
Groupama Asset Managment	–	–	–	–	Not filed
Maridea Wealth Management LLC	–	–	–	–	Not filed
Caitlin John, LLC	–	–	–	–	Not filed
Intech Investment Management LLC	–	–	–	–	Not filed
Precision Wealth Strategies, LLC	–	–	–	–	Not filed
Kentucky Retirement Systems Insurance Trust Fund	–	–	–	–	Not filed
Petra Financial Advisors Inc	–	–	–	–	Not filed
E. Ohman J:or Asset Management AB	–	–	–	–	Not filed
LVW Advisors, LLC	–	–	–	–	Not filed
IMC-Chicago, LLC	–	–	–	–	Not filed
Eagle Strategies LLC	–	–	–	–	Not filed
Strategic Investment Advisors	–	–	–	–	Not filed
Baader Bank INC	–	–	–	–	Not filed
Fayez Sarofim & Co	–	–	–	–	Not filed
Metis Global Partners, LLC	–	–	–	–	Not filed
United Capital Financial Advisers, LLC	–	–	–	–	Not filed
Simplicity Wealth,LLC	–	–	–	–	Not filed
NLB Skladi, upravljanje premozenja, d.o.o.	–	–	–	–	Not filed
Farther Finance Advisors, LLC	–	–	–	–	Not filed
Algert Global LLC	–	–	–	–	Not filed
Measured Wealth Private Client Group, LLC	–	–	–	–	Not filed
CAPROCK Group, Inc.	–	–	–	–	Not filed
Summit Trail Advisors, LLC	–	–	–	–	Not filed
Crewe Advisors LLC	–	–	–	–	Not filed