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 |
|---|---|---|---|---|---|
| JPMorgan Chase & Co | 5,187,549 | $457.5M | 0.03% | −1,536,103−22.8% | Reduced |
| Ninety One UK Ltd | 5,258,689 | $457.7M | 1.02% | +5,258,689 | New |
| American Century Companies Inc | 5,583,028 | $485.9M | 0.21% | −161,380−2.8% | Reduced |
| Bank of America Corp | 5,954,055 | $518.2M | 0.03% | −276,081−4.4% | Reduced |
| London & Capital Asset Management Ltd | 5,975,636 | $520.1M | 4.77% | +59,833+1.0% | Added |
| Orbis Allan Gray Ltd | 6,069,270 | $528.3M | 1.82% | −48,775−0.8% | Reduced |
| Norges Bank | 6,334,173 | $551.3M | 0.05% | +6,334,173 | New |
| Kayne Anderson Rudnick Investment Management LLC | 6,365,531 | $554.1M | 1.72% | −3,650,684−36.4% | Reduced |
| Wellington Management Group LLP | 7,382,141 | $642.5M | 0.11% | −2,392,651−24.5% | Reduced |
| Two Sigma Investments, LP | 8,340,400 | $725.9M | 0.55% | +27,429+0.3% | Added |
| Vanguard Portfolio Management LLC | 8,724,292 | $759.4M | 0.03% | −6,260,253−41.8% | Reduced |
| Invesco Ltd. | 9,708,980 | $845.1M | 0.07% | +61,812+0.6% | Added |
| Greenwich Wealth Management LLC | 9,921,755 | $863.6M | 31.43% | −2,2880.0% | Reduced |
| Geode Capital Management, LLC | 10,641,906 | $925.5M | 0.05% | +198,299+1.9% | Added |
| FMR LLC | 11,828,151 | $1.03B | 0.04% | −673,133−5.4% | Reduced |
| State Street Corp | 19,437,767 | $1.69B | 0.05% | +345,662+1.8% | Added |
| Vanguard Capital Management LLC | 28,349,920 | $2.47B | 0.05% | +169,559+0.6% | Added |
| BlackRock, Inc. | 33,129,663 | $2.88B | 0.04% | +1,754,626+5.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 82,900 | – | – | −160−0.2% | Reduced |
| Azora Capital LP | 0 | $0 | 0.00% | −211,418−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −166,843−100.0% | Sold out |
| GFS Advisors, LLC | 0 | $0 | 0.00% | −60,627−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −69,834−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −65,834−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −35,176−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −25,142−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −24,307−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −20,834−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −19,453−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −15,869−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −16,540−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −14,848−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −14,189−100.0% | Sold out |
| Sparta 24 Ltd. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Intercapital, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −12,158−100.0% | Sold out |
| Clark Financial Services Group Inc | 0 | $0 | 0.00% | −11,295−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −10,831−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −10,369−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −10,143−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −7,323−100.0% | Sold out |
| Alta Wealth Advisors LLC | 0 | $0 | 0.00% | −6,954−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −6,713−100.0% | Sold out |
| SmartHarvest Portfolios, LLC | 0 | $0 | 0.00% | −6,373−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,221−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,004−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −4,716−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −4,705−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,693−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −4,610−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −4,374−100.0% | Sold out |
| TABR Capital Management, LLC | 0 | $0 | 0.00% | −4,327−100.0% | Sold out |
| PUREfi Wealth, LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,989−100.0% | Sold out |
| Oasis Advisors, LLC | 0 | $0 | 0.00% | −3,815−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −3,683−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −3,613−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −3,429−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −3,395−100.0% | Sold out |
| Goldstein Advisors, LLC | 0 | $0 | 0.00% | −3,374−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −3,025−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −1,637−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| First Pacific Financial | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Boreal Capital Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Aspect Partners, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| TopTier Wealth Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Portus Wealth Advisors, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Evelyn Partners Investment Management LLP | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| Skopos Labs, Inc. | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Journey Strategic Wealth LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Bey-Douglas LLC | – | – | – | – | Not filed |
| Evelyn Partners Investment Management (Europe) Ltd | – | – | – | – | Not filed |
| Evelyn Partners Investment Management Services Ltd | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |