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 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.
| 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 |
|---|---|---|---|---|---|
| First Horizon Corp | 124 | $10.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $10.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 128 | $11.1K | 0.00% | −17−11.7% | Reduced |
| Silver Grove Financial Group, Inc. | 130 | $11.3K | 0.01% | +130 | New |
| JPL Wealth Management, LLC | 133 | $11.6K | 0.00% | +5+3.9% | Added |
| Maseco LLP | 136 | $11.8K | 0.00% | +136 | New |
| Action Point Financial Planning, LLC | 143 | $11.9K | 0.00% | +143 | New |
| JFS Wealth Advisors, LLC | 142 | $12.4K | 0.00% | +3+2.2% | Added |
| Kemnay Advisory Services Inc. | 142 | $12.4K | 0.00% | +26+22.4% | Added |
| Quarry LP | 147 | $12.8K | 0.00% | −33−18.3% | Reduced |
| Persistent Asset Partners Ltd | 153 | $13.3K | 0.00% | −9,442−98.4% | Reduced |
| Downshift Financial, LLC | 154 | $13.4K | 0.01% | +154 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 156 | $13.6K | 0.00% | +74+90.2% | Added |
| Rossby Financial, LCC | 169 | $14.7K | 0.00% | −1,150−87.2% | Reduced |
| Bruce G. Allen Investments, LLC | 180 | $15.7K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 181 | $15.8K | 0.00% | +66+57.4% | Added |
| Brown, Lisle/Cummings, Inc. | 183 | $15.9K | 0.00% | −32−14.9% | Reduced |
| Salomon & Ludwin, LLC | 173 | $16.1K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 190 | $16.5K | 0.00% | +87+84.5% | Added |
| Cornerstone Planning Group LLC | 180 | $16.8K | 0.00% | +18+11.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 196 | $17.1K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 204 | $17.8K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 206 | $17.9K | 0.02% | −19−8.4% | Reduced |
| IMG Wealth Management, Inc. | 206 | $17.9K | 0.01% | +41+24.8% | Added |
| Hollencrest Capital Management | 251 | $21.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 256 | $22.3K | 0.00% | +20+8.5% | Added |
| Ronald Blue Trust, Inc. | 256 | $22.3K | 0.00% | −136−34.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 267 | $23.2K | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 268 | $23.3K | 0.00% | −94−26.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 271 | $23.6K | 0.00% | −2,499−90.2% | Reduced |
| Contravisory Investment Management, Inc. | 276 | $24.0K | 0.00% | −208−43.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 280 | $24.4K | 0.00% | +22+8.5% | Added |
| Barnes Dennig Private Wealth Management LLC | 281 | $24.5K | 0.02% | +14+5.2% | Added |
| Lloyd Advisory Services, LLC. | 284 | $24.7K | 0.01% | +284 | New |
| Y.D. More Investments Ltd | 287 | $25.0K | 0.00% | +3+1.1% | Added |
| Capital Analysts, LLC | 292 | $25.0K | 0.00% | −43−12.8% | Reduced |
| CoreCap Advisors, LLC | 323 | $28.1K | 0.00% | −144−30.8% | Reduced |
| Twin Tree Management, LP | 329 | $28.6K | 0.00% | +329 | New |
| GW&K Investment Management, LLC | 335 | $29.0K | 0.00% | +98+41.4% | Added |
| Signature Equity Partners, LLC | 337 | $29.4K | 0.01% | −49−12.7% | Reduced |
| Coastline Trust Co | 340 | $29.6K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 345 | $30.0K | 0.02% | −125−26.6% | Reduced |
| Tidemark, LLC | 349 | $30.4K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 352 | $30.6K | 0.00% | +23+7.0% | Added |
| First Command Advisory Services, Inc. | 368 | $32.0K | 0.00% | +177+92.7% | Added |
| Westend Capital Management, LLC | 379 | $33.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 384 | $33.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 385 | $33.5K | 0.01% | −90−18.9% | Reduced |
| Mather Group, LLC. | 385 | $33.5K | 0.00% | +62+19.2% | Added |
| Sunrise Financial Services, LLC | 404 | $35.2K | 0.02% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 411 | $35.8K | 0.00% | −8,216−95.2% | Reduced |
| Institute for Wealth Management, LLC. | 424 | $36.9K | 0.00% | +424 | New |
| Bryn Mawr Trust Co | 452 | $39.3K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 454 | $39.5K | 0.00% | −16−3.4% | Reduced |
| Cromwell Holdings LLC | 474 | $41.3K | 0.02% | +414+690.0% | Added |
| Farmers & Merchants Investments Inc | 489 | $42.6K | 0.00% | +204+71.6% | Added |
| LifeSteps Financial, Inc. | 490 | $42.6K | 0.02% | +490 | New |
| IMA Wealth, Inc. | 490 | $42.6K | 0.00% | +20+4.3% | Added |
| CDC Financial, Inc. | 500 | $43.5K | 0.03% | +500 | New |
| Generali Asset Management SPA SGR | 525 | $45.7K | 0.00% | +525 | New |
| SHP Wealth Management | 555 | $48.3K | 0.00% | +35+6.7% | Added |
| Private Wealth Asset Management, LLC | 572 | $49.8K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 576 | $50.1K | 0.03% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 600 | $52.2K | 0.03% | +200+50.0% | Added |
| Park Place Capital Corp | 608 | $52.9K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 646 | $56.2K | 0.00% | +14+2.2% | Added |
| Fortitude Family Office, LLC | 678 | $59.0K | 0.01% | +5+0.7% | Added |
| Close Asset Management Ltd | 690 | $60.0K | 0.00% | −100−12.7% | Reduced |
| Zions Bancorporation, National Association | 693 | $60.3K | 0.00% | +25+3.7% | Added |
| Financial Management Professionals, Inc. | 723 | $62.9K | 0.01% | +700+3,043.5% | Added |
| Vima LLC | 732 | $63.7K | 0.06% | +732 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 762 | $66.3K | 0.20% | −2,071−73.1% | Reduced |
| Rialto Wealth Management, LLC | 774 | $67.4K | 0.01% | −1−0.1% | Reduced |
| Sittner & Nelson, LLC | 796 | $69.3K | 0.02% | +8+1.0% | Added |
| Solstein Capital, LLC | 800 | $69.6K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 800 | $69.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 800 | $69.6K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 816 | $71.1K | 0.02% | +1+0.1% | Added |
| Evermay Wealth Management LLC | 835 | $72.7K | 0.01% | +835 | New |
| Owl Creek Wealth Partners LLC | 879 | $76.5K | 0.02% | +40+4.8% | Added |
| Elequin Capital LP | 883 | $76.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 900 | $78.3K | 0.01% | −695−43.6% | Reduced |
| Creative Financial Designs Inc | 940 | $81.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 956 | $83.3K | 0.00% | −31−3.1% | Reduced |
| Adirondack Trust Co | 1,000 | $87.0K | 0.03% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,008 | $87.7K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1,016 | $88.4K | 0.01% | +1,016 | New |
| Tobam | 1,033 | $90.0K | 0.02% | −109−9.5% | Reduced |
| Atlas Capital Advisors LLC | 1,047 | $91.1K | 0.01% | +1,047 | New |
| Massmutual Trust Co FSB | 1,056 | $91.9K | 0.00% | −5−0.5% | Reduced |
| Harbour Investments, Inc. | 1,072 | $93.3K | 0.00% | +248+30.1% | Added |
| Security National Bank of So Dak | 1,076 | $93.7K | 0.04% | +1,076 | New |
| Clear Street Markets LLC | 1,077 | $93.7K | 0.02% | +1,004+1,375.3% | Added |
| Eastern Bank | 1,130 | $98.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,138 | $99.0K | 0.06% | −15−1.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,172 | $102.0K | 0.01% | −278−19.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,188 | $103.4K | 0.00% | −15−1.2% | Reduced |
| Onefund, LLC | 1,217 | $105.9K | 0.06% | −7−0.6% | Reduced |