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, Q2 2026

Institutional positions in Interactive Brokers Group, Inc. as of Jun 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

Institutional holders: 1,119; +130 vs. Q1 2026
Shares held: 387.5M; +8.43M (+2.2%) vs. Q1 2026
Total value: $33.7B; +$8.34B (+32.9%) vs. Q1 2026
New holders: 197; 397 more added
Sold out: 67; 385 more reduced

12 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 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 holdersQ2 2026: 1,119 institutions

Value heldQ2 2026: $33.7B

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, Q2 2026

Shares, value and share of portfolio for each institution holding Interactive Brokers Group, Inc.; share changes are against Q1 2026.

Institutions holding IBKR in Q2 2026
Institution	Shares	Value	% of portfolio	Change in shares	Action
Evolution Advisers, Inc.	8	$0	0.00%	+8	New
Navigoe, LLC	2	$0	0.00%	+2	New
Game Plan Financial Advisors, LLC	1	$87	0.00%	+1	New
DecisionPoint Financial, LLC	1	$94	0.00%	+1	New
Cordant, Inc.	1	$122	0.00%	+1	New
Medallion Wealth Advisors, LLC	2	$174	0.00%	+2	New
Grove Bank & Trust	3	$261	0.00%	+3	New
Mosley Wealth Management	4	$348	0.00%	+4	New
Wilkerson Advisory Group LLC	4	$348	0.00%	+4	New
Highland Investment Advisors LLC	4	$348	0.00%	+4	New
TFC Financial Management	4	$349	0.00%	00.0%	Unchanged
Seneschal Advisors, LLC	4	$349	0.00%	00.0%	Unchanged
Delos Wealth Advisors, LLC	5	$436	0.00%	+5	New
Creative Capital Management Investments LLC	6	$522	0.00%	+6	New
HFM Investment Advisors, LLC	7	$610	0.00%	+4+133.3%	Added
Plante Moran Financial Advisors, LLC	8	$696	0.00%	+8	New
Valley National Advisers Inc	8	$697	0.00%	+8	New
Westfuller Advisors, LLC	9	$783	0.00%	−2−18.2%	Reduced
Dogwood Wealth Management LLC	9	$783	0.00%	+6+200.0%	Added
Motco	10	$870	0.00%	+10	New
Atlantic Private Wealth, LLC	12	$1.05K	0.00%	00.0%	Unchanged
North Star Investment Management Corp.	13	$1.13K	0.00%	00.0%	Unchanged
MV Capital Management, Inc.	14	$1.22K	0.00%	+10+250.0%	Added
Vanguard Advisers Inc	14	$1.22K	0.00%	+14	New
Geneos Wealth Management Inc.	14	$1.22K	0.00%	+14	New
Quaker Wealth Management, LLC	15	$1.31K	0.00%	−2−11.8%	Reduced
Cape Investment Advisory, Inc.	16	$1.39K	0.00%	+16	New
WestEnd Advisors, LLC	16	$1.39K	0.00%	+1+6.7%	Added
Davis Capital Management	19	$1.65K	0.00%	+15+375.0%	Added
Continuum Advisory, LLC	19	$1.65K	0.00%	+19	New
Montag A & Associates Inc	19	$1.66K	0.00%	00.0%	Unchanged
Thurston, Springer, Miller, Herd & Titak, Inc.	20	$1.74K	0.00%	00.0%	Unchanged
Rakuten Securities, Inc.	20	$1.74K	0.00%	−13−39.4%	Reduced
Tounjian Advisory Partners, LLC	21	$1.83K	0.00%	+21	New
Ogorek Anthony Joseph	24	$2.00K	0.00%	00.0%	Unchanged
Activest Wealth Management	23	$2.00K	0.00%	−1,640−98.6%	Reduced
Investors Portfolio Services LLC	24	$2.09K	0.00%	00.0%	Unchanged
Prestige Wealth Management Group LLC	24	$2.09K	0.00%	00.0%	Unchanged
High Note Wealth, LLC	25	$2.18K	0.00%	−10−28.6%	Reduced
DiNuzzo Private Wealth, Inc.	25	$2.18K	0.00%	00.0%	Unchanged
Golden State Equity Partners	29	$2.52K	0.01%	−4,889−99.4%	Reduced
Wealth Enhancement Trust Services, Inc.	29	$2.52K	0.00%	+29	New
Strive Financial Group ,LLC	33	$2.87K	0.00%	00.0%	Unchanged
Planning Strategies Inc.	34	$2.96K	0.00%	+34	New
Principia Wealth Advisory, LLC	35	$3.05K	0.00%	+5+16.7%	Added
Manchester Capital Management LLC	35	$3.05K	0.00%	−1−2.8%	Reduced
Orion Capital Management LLC	36	$3.13K	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	36	$3.13K	0.00%	+36	New
Investment Counsel Co of Nevada	36	$3.13K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	36	$3.14K	0.00%	00.0%	Unchanged
William B. Walkup & Associates, Inc.	37	$3.22K	0.00%	+37	New
Raffa Wealth Management, LLC	38	$3.31K	0.00%	+2+5.6%	Added
Gleason Group, Inc.	38	$3.31K	0.00%	+38	New
Tower View Investment Management & Research LLC	40	$3.48K	0.00%	−60−60.0%	Reduced
Financial Consulate, Inc	40	$3.48K	0.00%	+3+8.1%	Added
American Capital Advisory, LLC	41	$3.57K	0.00%	+10+32.3%	Added
Prosperity Bancshares Inc	41	$3.57K	0.00%	+41	New
Hughes Financial Services, LLC	42	$3.66K	0.00%	+19+82.6%	Added
Triumph Capital Management	44	$3.83K	0.00%	00.0%	Unchanged
Dunhill Financial, LLC	44	$3.90K	0.00%	00.0%	Unchanged
Capital Advisors, Ltd. LLC	44	$4.00K	0.00%	00.0%	Unchanged
TD Capital Management LLC	48	$4.22K	0.00%	00.0%	Unchanged
Bogart Wealth, LLC	50	$4.36K	0.00%	+15+42.9%	Added
Osbon Capital Management LLC	52	$4.53K	0.00%	00.0%	Unchanged
Ankerstar Wealth, LLC	52	$4.53K	0.00%	00.0%	Unchanged
IFG Advisory, LLC	52	$4.54K	0.00%	+52	New
Essential Partners LLC	59	$5.13K	0.00%	−9−13.2%	Reduced
South State Corp.	59	$5.14K	0.00%	00.0%	Unchanged
Caldwell Sutter Capital, Inc.	60	$5.22K	0.00%	00.0%	Unchanged
MCF Advisors LLC	60	$5.22K	0.00%	00.0%	Unchanged
Country Trust Bank	63	$5.48K	0.00%	+63	New
First United Bank Trust	64	$5.57K	0.00%	00.0%	Unchanged
City State Bank	64	$5.57K	0.00%	+64	New
Cassaday & Co Wealth Management LLC	69	$6.02K	0.00%	00.0%	Unchanged
HighMark Wealth Management LLC	72	$6.27K	0.00%	+15+26.3%	Added
Thompson Investment Management, Inc.	72	$6.27K	0.00%	00.0%	Unchanged
Joseph Group Capital Management	81	$7.05K	0.00%	+81	New
Basepoint Wealth LLC	81	$7.06K	0.00%	00.0%	Unchanged
Basecamp Wealth Advisors LLC	83	$7.22K	0.00%	+20+31.7%	Added
Kilter Group LLC	83	$7.22K	0.00%	+24+40.7%	Added
Bare Financial Services, Inc	88	$7.66K	0.00%	00.0%	Unchanged
Roxbury Financial LLC	88	$7.68K	0.01%	−1−1.1%	Reduced
Avion Wealth	99	$8.00K	0.00%	+22+28.6%	Added
Wolff Wiese Magana LLC	92	$8.01K	0.00%	−32−25.8%	Reduced
UMA Financial Services, Inc.	93	$8.10K	0.00%	+20+27.4%	Added
Sachetta, LLC	96	$8.36K	0.00%	+24+33.3%	Added
Aventura Private Wealth, LLC	96	$8.36K	0.00%	+96	New
Parkside Financial Bank & Trust	97	$8.44K	0.00%	−3−3.0%	Reduced
True Wealth Design, LLC	98	$8.53K	0.00%	−86−46.7%	Reduced
Chilton Capital Management LLC	100	$8.70K	0.00%	00.0%	Unchanged
Cornerstone Financial Management LLC	100	$8.70K	0.01%	+46+85.2%	Added
Addison Advisors LLC	104	$9.05K	0.00%	00.0%	Unchanged
RMG Wealth Management LLC	100	$9.17K	0.00%	00.0%	Unchanged
Meeder Asset Management Inc	106	$9.23K	0.00%	−7,681−98.6%	Reduced
Bell Investment Advisors, Inc	110	$9.57K	0.00%	+6+5.8%	Added
Abound Wealth Management	110	$9.59K	0.00%	−49−30.8%	Reduced
Golden State Wealth Management, LLC	115	$10.0K	0.00%	+115	New
Morton Brown Family Wealth, LLC	116	$10.1K	0.00%	00.0%	Unchanged
Ancora Advisors, LLC	120	$10.4K	0.00%	−478−79.9%	Reduced
Noble Wealth Management PBC	120	$10.4K	0.00%	00.0%	Unchanged