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, 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.
| 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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Marathon Asset Mgmt Ltd | 430,459 | $37.5M | 1.52% | −112,584−20.7% | Reduced |
| Advisor Group Holdings, Inc. | 436,492 | $38.0M | 0.04% | +220,582+102.2% | Added |
| New York State Common Retirement Fund | 441,237 | $38.4M | 0.05% | −22,600−4.9% | Reduced |
| Victory Capital Management Inc | 468,099 | $40.7M | 0.02% | −88,314−15.9% | Reduced |
| Systrade AG | 500,000 | $43.5M | 27.24% | 00.0% | Unchanged |
| Ensign Peak Advisors, Inc | 515,965 | $44.9M | 0.07% | −961,279−65.1% | Reduced |
| Cantillon Capital Management LLC | 517,833 | $45.1M | 6.78% | −10,728,048−95.4% | Reduced |
| Freestone Grove Partners LP | 518,245 | $45.1M | 0.30% | +518,245 | New |
| Great West Life Assurance Co | 543,013 | $47.2M | 0.08% | +18,166+3.5% | Added |
| Principal Financial Group Inc | 544,862 | $47.4M | 0.02% | +36,461+7.2% | Added |
| Caisse de Depot Et Placement du Quebec | 545,107 | $47.4M | 0.07% | −110,642−16.9% | Reduced |
| TD Waterhouse Canada Inc. | 516,646 | $48.2M | 0.13% | +228,716+79.4% | Added |
| RV Capital GmbH | 561,086 | $48.8M | 12.75% | −196,833−26.0% | Reduced |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 577,666 | $50.3M | 0.31% | +577,666 | New |
| Treasurer of the State of North Carolina | 586,375 | $51.0M | 0.13% | +67,160+12.9% | Added |
| Bank of Montreal | 591,581 | $51.5M | 0.02% | −14,376−2.4% | Reduced |
| Jones Financial Companies LLLP | 578,028 | $51.9M | 0.02% | +290,975+101.4% | Added |
| Federated Hermes, Inc. | 601,767 | $52.4M | 0.08% | +4,998+0.8% | Added |
| California State Teachers Retirement System | 617,238 | $53.7M | 0.05% | −27,794−4.3% | Reduced |
| Stifel Financial Corp | 628,812 | $54.7M | 0.05% | −20,534−3.2% | Reduced |
| Citigroup Inc | 629,870 | $54.8M | 0.03% | −177,960−22.0% | Reduced |
| Assenagon Asset Management S.A. | 645,171 | $56.2M | 0.07% | −547,578−45.9% | Reduced |
| Natixis Advisors, L.P. | 647,299 | $56.3M | 0.06% | +281,835+77.1% | Added |
| Axxion S.A. | 660,000 | $57.4M | 4.11% | +660,000 | New |
| Blue Whale Capital LLP | 669,562 | $58.3M | 1.85% | −44,622−6.2% | Reduced |
| Ameriprise Financial Inc | 704,357 | $61.3M | 0.01% | +189,071+36.7% | Added |
| SG Americas Securities, LLC | 706,893 | $61.5M | 0.04% | +459,432+185.7% | Added |
| Compagnie Lombard Odier SCmA | 708,624 | $61.7M | 0.67% | +11,458+1.6% | Added |
| Walleye Capital LLC | 721,389 | $62.8M | 0.30% | +711,121+6,925.6% | Added |
| Tudor Investment Corp Et Al | 741,915 | $64.6M | 0.27% | +405,211+120.3% | Added |
| Bristol Gate Capital Partners Inc. | 756,747 | $65.9M | 4.59% | −378,463−33.3% | Reduced |
| Rhumbline Advisers | 761,578 | $66.3M | 0.05% | −4,907−0.6% | Reduced |
| Fullerton Fund Management Co Ltd. | 764,962 | $66.6M | 4.28% | +372,360+94.8% | Added |
| Millennium Management LLC | 772,059 | $67.2M | 0.05% | +186,259+31.8% | Added |
| Mackenzie Financial Corp | 829,288 | $72.2M | 0.07% | +779,596+1,568.9% | Added |
| Vanguard Asset Management, Ltd | 845,950 | $73.6M | 0.05% | +114,562+15.7% | Added |
| LPL Financial LLC | 858,091 | $74.7M | 0.02% | +10,864+1.3% | Added |
| Point72 Asset Management, L.P. | 867,084 | $75.5M | 0.12% | +805,392+1,305.5% | Added |
| Bronte Capital Management Pty Ltd. | 883,526 | $76.9M | 8.66% | −398,205−31.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 885,091 | $77.0M | 0.04% | −50,289−5.4% | Reduced |
| National Pension Service | 895,059 | $77.9M | 0.05% | −13,219−1.5% | Reduced |
| HSBC Holdings PLC | 891,791 | $78.3M | 0.04% | +41,516+4.9% | Added |
| AustralianSuper Pty Ltd | 924,672 | $80.5M | 0.35% | −204,952−18.1% | Reduced |
| Envestnet Asset Management Inc | 937,891 | $81.6M | 0.02% | −125,284−11.8% | Reduced |
| Panagora Asset Management Inc | 945,321 | $82.3M | 0.25% | +204,040+27.5% | Added |
| Squarepoint Ops LLC | 964,391 | $83.9M | 0.16% | +648,557+205.3% | Added |
| Vanguard Global Advisers, LLC | 966,952 | $84.2M | 0.04% | −11,546−1.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1,001,651 | $87.2M | 0.12% | +738,667+280.9% | Added |
| Hengistbury Investment Partners LLP | 1,008,550 | $87.8M | 28.22% | −42,284−4.0% | Reduced |
| California Public Employees Retirement System | 1,011,742 | $88.1M | 0.05% | +80,892+8.7% | Added |
| Oakcliff Capital Partners, LP | 1,030,740 | $89.7M | 33.42% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,050,804 | $91.5M | 0.05% | +49,475+4.9% | Added |
| Hosking Partners LLP | 1,061,140 | $92.4M | 3.07% | −134,147−11.2% | Reduced |
| Dimensional Fund Advisors LP | 1,073,810 | $93.5M | 0.02% | +23,425+2.2% | Added |
| Citadel Advisors LLC | 1,081,743 | $94.2M | 0.05% | +345,470+46.9% | Added |
| Empower Advisory Group, LLC | 1,111,873 | $96.8M | 0.23% | +5,954+0.5% | Added |
| BNP Paribas Arbitrage, SA | 1,116,054 | $97.1M | 0.05% | +196,168+21.3% | Added |
| Nuveen, LLC | 1,193,615 | $103.9M | 0.02% | −72,157−5.7% | Reduced |
| Ancient Art, L.P. | 1,285,193 | $111.9M | 22.86% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,214,314 | $113.2M | 0.17% | +531,859+77.9% | Added |
| Canada Pension Plan Investment Board | 1,322,682 | $115.1M | 0.06% | +528,906+66.6% | Added |
| Russell Investments Group, Ltd. | 1,406,208 | $122.4M | 0.11% | +265,793+23.3% | Added |
| Robeco Institutional Asset Management B.V. | 1,418,704 | $123.5M | 0.15% | +91,861+6.9% | Added |
| TimesSquare Capital Management, LLC | 1,424,489 | $124.0M | 1.82% | −26,350−1.8% | Reduced |
| Qube Research & Technologies Ltd | 1,442,839 | $125.6M | 0.14% | +1,067,817+284.7% | Added |
| Agf Management Ltd | 1,451,924 | $126.4M | 0.49% | +1,451,924 | New |
| Royal Bank of Canada | 1,462,963 | $127.3M | 0.02% | −219,551−13.0% | Reduced |
| Lord, Abbett & Co. LLC | 1,471,381 | $128.1M | 0.37% | +7,560+0.5% | Added |
| Price T Rowe Associates Inc | 1,504,030 | $130.9M | 0.01% | +414,286+38.0% | Added |
| Congress Asset Management Co | 1,527,739 | $133.0M | 0.82% | +556,210+57.3% | Added |
| FIL Ltd | 1,581,220 | $137.6M | 0.10% | +68,830+4.6% | Added |
| D. E. Shaw & Co., Inc. | 1,602,534 | $139.5M | 0.09% | +1,111,026+226.0% | Added |
| HRT Financial LP | 1,633,365 | $142.2M | 0.26% | +869,462+113.8% | Added |
| Raymond James Financial Inc | 1,695,198 | $147.6M | 0.04% | −80,381−4.5% | Reduced |
| UBS Asset Management Americas Inc | 1,938,409 | $168.7M | 0.03% | −187,243−8.8% | Reduced |
| KBC Group NV | 2,028,985 | $176.6M | 0.38% | −86,453−4.1% | Reduced |
| Amundi | 2,029,684 | $176.7M | 0.04% | −403,552−16.6% | Reduced |
| Deutsche Bank AG | 2,074,666 | $180.6M | 0.05% | +1,014,483+95.7% | Added |
| First Trust Advisors LP | 2,106,272 | $183.3M | 0.11% | −192,896−8.4% | Reduced |
| Progeny 3, Inc. | 2,195,640 | $191.1M | 9.86% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,273,543 | $197.9M | 0.03% | −615,638−21.3% | Reduced |
| Legal & General Group Plc | 2,286,593 | $199.0M | 0.04% | −219,928−8.8% | Reduced |
| Bank of New York Mellon Corp | 2,420,031 | $210.6M | 0.03% | +137,720+6.0% | Added |
| Vanguard Fiduciary Trust Co | 2,505,131 | $218.0M | 0.05% | +15,578+0.6% | Added |
| Barclays PLC | 2,618,674 | $227.9M | 0.07% | +352,277+15.5% | Added |
| Capital World Investors | 3,255,412 | $283.4M | 0.03% | +224,492+7.4% | Added |
| Jane Street Group, LLC | 3,350,116 | $291.6M | 0.19% | +1,582,338+89.5% | Added |
| Jacobs Levy Equity Management, Inc | 3,399,433 | $295.9M | 1.06% | −531,583−13.5% | Reduced |
| UBS Group AG | 3,406,122 | $296.5M | 0.05% | +1,142,770+50.5% | Added |
| Northern Trust Corp | 3,605,708 | $313.8M | 0.04% | +43,882+1.2% | Added |
| TD Asset Management Inc | 3,651,927 | $317.9M | 0.28% | +1,183,027+47.9% | Added |
| Charles Schwab Investment Management Inc | 3,838,547 | $334.1M | 0.04% | +245,996+6.8% | Added |
| Bessemer Group Inc | 3,874,453 | $337.2M | 0.46% | −48,283−1.2% | Reduced |
| Egerton Capital (UK) LLP | 4,129,416 | $359.4M | 3.47% | −2,145,763−34.2% | Reduced |
| Goldman Sachs Group Inc | 4,156,847 | $361.8M | 0.04% | +935,302+29.0% | Added |
| 1832 Asset Management L.P. | 4,340,899 | $377.8M | 0.46% | −113,255−2.5% | Reduced |
| Neuberger Berman Group LLC | 4,601,941 | $401.3M | 0.27% | +868,893+23.3% | Added |
| Bamco Inc | 4,807,214 | $418.4M | 0.63% | +759,838+18.8% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 4,830,748 | $420.5M | 1.20% | +3,436,419+246.5% | Added |
| Morgan Stanley | 5,146,242 | $447.9M | 0.02% | +380,670+8.0% | Added |