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 |
|---|---|---|---|---|---|
| Rosenberg Matthew Hamilton | 1,224 | $106.5K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,226 | $106.7K | 0.01% | +92+8.1% | Added |
| Quest 10 Wealth Builders, Inc. | 1,247 | $108.5K | 0.08% | −60−4.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 1,264 | $110.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,282 | $112.0K | 0.00% | +1,282 | New |
| Valued Wealth Advisors LLC | 1,290 | $112.3K | 0.04% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1,356 | $118.0K | 0.01% | −388−22.2% | Reduced |
| SBI Securities Co., Ltd. | 1,388 | $120.9K | 0.00% | −57−3.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 1,394 | $121.3K | 0.03% | −163−10.5% | Reduced |
| Smartleaf Asset Management LLC | 1,395 | $123.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 1,487 | $129.5K | 0.03% | +1,437+2,874.0% | Added |
| Strategic Advocates LLC | 1,581 | $137.6K | 0.53% | +376+31.2% | Added |
| Whittier Trust Co | 1,448 | $139.0K | 0.00% | +45+3.2% | Added |
| Westpac Banking Corp | 1,664 | $144.8K | 0.01% | +144+9.5% | Added |
| Smithfield Trust Co | 1,700 | $148.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 1,810 | $157.5K | 0.03% | −5−0.3% | Reduced |
| Accent Capital Management, LLC | 1,920 | $167.1K | 0.07% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,007 | $174.7K | 0.10% | +2,007 | New |
| Volterra Technologies LP | 2,018 | $175.6K | 0.11% | −6,728−76.9% | Reduced |
| Versant Capital Management, Inc | 2,138 | $186.1K | 0.02% | −385−15.3% | Reduced |
| Larson Financial Group LLC | 2,211 | $192.4K | 0.01% | +200+9.9% | Added |
| Northwest & Ethical Investments L.P. | 2,232 | $196.9K | 0.00% | −3,675−62.2% | Reduced |
| M1 Capital Management LLC | 2,300 | $200.2K | 0.07% | +2,300 | New |
| Greenleaf Trust | 2,316 | $201.6K | 0.00% | +2,316 | New |
| Florida Financial Advisors, LLC | 2,337 | $203.5K | 0.03% | −28,851−92.5% | Reduced |
| Independent Financial Group, LLC | 2,340 | $203.7K | 0.00% | −7,620−76.5% | Reduced |
| Huntington National Bank | 2,357 | $205.2K | 0.00% | +248+11.8% | Added |
| Genesis Private Wealth, LLC | 2,358 | $205.2K | 0.06% | −693−22.7% | Reduced |
| Connecticut Wealth Management, LLC | 2,386 | $207.7K | 0.01% | +2,386 | New |
| Capital Asset Advisory Services LLC | 2,398 | $208.7K | 0.01% | −72−2.9% | Reduced |
| Greenspring Advisors, LLC | 2,399 | $208.8K | 0.01% | +2,399 | New |
| Foronjy Financial LLC | 2,412 | $210.0K | 0.08% | +2,412 | New |
| KLCM Advisors, Inc. | 2,416 | $210.3K | 0.02% | +2,416 | New |
| Kovitz Investment Group Partners, LLC | 2,428 | $211.3K | 0.00% | +2,428 | New |
| Farringdon Capital, Ltd. | 2,429 | $211.4K | 0.10% | +2,429 | New |
| Empirical Asset Management, LLC | 2,433 | $211.8K | 0.05% | +2,433 | New |
| Cooper Financial Group | 2,440 | $212.4K | 0.02% | +2,440 | New |
| Sapient Capital LLC | 2,456 | $213.8K | 0.00% | +2,456 | New |
| Tower Wealth Partners, Inc. | 2,458 | $213.9K | 0.11% | +2,458 | New |
| WealthPlan Investment Management, LLC | 2,468 | $214.8K | 0.01% | +2,468 | New |
| Retirement Planning Group | 2,469 | $214.9K | 0.01% | +2,469 | New |
| Greenline Wealth Management LLC | 2,475 | $215.4K | 0.18% | +2,475 | New |
| Sagewood Asset Management LP | 2,496 | $217.3K | 0.05% | +2,496 | New |
| GHP Investment Advisors, Inc. | 2,501 | $217.7K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 2,515 | $218.9K | 0.07% | +10+0.4% | Added |
| StoneX Group Inc. | 2,516 | $219.0K | 0.01% | +2,516 | New |
| Essex Financial Services, Inc. | 2,539 | $221.0K | 0.01% | +2,539 | New |
| Curated Wealth Partners LLC | 2,539 | $221.0K | 0.03% | −669−20.9% | Reduced |
| Storgate, LLC | 2,568 | $223.5K | 0.05% | +2,568 | New |
| Alphadyne Asset Management LP | 2,582 | $224.7K | 0.01% | +2,582 | New |
| Entropy Technologies, LP | 2,592 | $225.6K | 0.01% | +2,592 | New |
| Abel Hall, LLC | 2,600 | $226.3K | 0.04% | +2,600 | New |
| Founders Financial Alliance, LLC | 2,612 | $227.3K | 0.03% | +2,612 | New |
| Range Advisory, LLC | 2,614 | $227.5K | 0.03% | +2,614 | New |
| Benchmark Financial Wealth Advisors, LLC | 2,623 | $228.3K | 0.06% | +2,623 | New |
| MQS Management LLC | 2,635 | $229.3K | 0.28% | +2,635 | New |
| Jump Financial, LLC | 2,640 | $229.8K | 0.00% | −134,148−98.1% | Reduced |
| Colonial River Wealth Management, LLC | 2,655 | $231.1K | 0.07% | +2,655 | New |
| Old National Bancorp | 2,670 | $232.4K | 0.00% | +2,670 | New |
| Vann Equity Management LLC | 2,676 | $232.9K | 0.14% | +2,676 | New |
| Oxford Asset Management LLP | 2,686 | $233.8K | 0.11% | −4,591−63.1% | Reduced |
| Keebeck Wealth Management, LLC | 2,693 | $234.4K | 0.02% | +2,693 | New |
| Cascade Financial Partners, LLC | 2,700 | $235.0K | 0.02% | +2,700 | New |
| Anchor Investment Management, LLC | 2,702 | $235.2K | 0.02% | 00.0% | Unchanged |
| Diametric Capital, LP | 2,705 | $235.4K | 0.03% | +2,705 | New |
| Lowe Brockenbrough & Co Inc | 2,724 | $237.1K | 0.01% | +2,724 | New |
| McAdam, LLC | 2,739 | $238.4K | 0.01% | +2,739 | New |
| Flynn Zito Capital Management, LLC | 2,753 | $239.6K | 0.07% | +2,753 | New |
| Wulff, Hansen & Co. | 2,760 | $240.2K | 0.18% | +2,760 | New |
| Aster Capital Management (DIFC) Ltd | 2,761 | $240.3K | 0.05% | +2,761 | New |
| Quent Capital, LLC | 2,777 | $241.7K | 0.01% | +50+1.8% | Added |
| Bull Harbor Capital LLC | 2,786 | $242.5K | 0.05% | +2,786 | New |
| Strategy Asset Managers LLC | 2,789 | $242.8K | 0.04% | +2,789 | New |
| Savvy Advisors, Inc. | 2,819 | $245.4K | 0.01% | +2,819 | New |
| Oversea-Chinese Banking CORP Ltd | 2,823 | $245.7K | 0.01% | +2,823 | New |
| Argent Trust Co | 2,836 | $246.8K | 0.01% | +2,836 | New |
| National Asset Management, Inc. | 2,799 | $246.9K | 0.01% | +2,799 | New |
| Teacher Retirement System of Texas | 2,839 | $247.1K | 0.00% | −3,802−57.3% | Reduced |
| KDT Advisors, LLC | 2,840 | $247.2K | 0.34% | +2,840 | New |
| AlphaCore Capital LLC | 2,846 | $247.8K | 0.00% | +2,846 | New |
| Supplemental Annuity Collective Trust of NJ | 2,857 | $248.7K | 0.06% | −159−5.3% | Reduced |
| GeoWealth Management, LLC | 2,873 | $250.0K | 0.01% | −229−7.4% | Reduced |
| IFP Advisors, Inc | 2,875 | $250.2K | 0.00% | +5+0.2% | Added |
| Pavion Blue Capital, LLC | 2,896 | $252.1K | 0.10% | +2,896 | New |
| MJP Associates Inc | 2,917 | $253.9K | 0.03% | +2,917 | New |
| Forty-three Eighteen Advisors, LLC | 2,945 | $256.3K | 0.17% | +2,945 | New |
| Twinbeech Capital LP | 2,973 | $258.8K | 0.05% | −2,040−40.7% | Reduced |
| First International Bank of Israel Ltd. | 2,973 | $258.8K | 0.07% | +2,973 | New |
| Dorsey & Whitney Trust CO LLC | 2,973 | $258.8K | 0.01% | +2,973 | New |
| Modern Wealth Management, LLC | 2,985 | $259.8K | 0.00% | +2,985 | New |
| Patten Group, Inc. | 3,000 | $261.1K | 0.04% | −114−3.7% | Reduced |
| Caption Management, LLC | 3,000 | $261.1K | 0.01% | +3,000 | New |
| Americana Partners, LLC | 3,003 | $261.4K | 0.01% | +3,003 | New |
| Great Valley Advisor Group, Inc. | 3,011 | $262.1K | 0.00% | +3,011 | New |
| Legacy Financial Advisors, Inc. | 3,012 | $262.2K | 0.03% | −62−2.0% | Reduced |
| Mutual Advisors, LLC | 3,020 | $262.9K | 0.00% | +3,020 | New |
| Savant Capital, LLC | 3,012 | $264.1K | 0.00% | +3,012 | New |
| Miracle Mile Advisors, LLC | 3,069 | $267.1K | 0.00% | +3,069 | New |
| Snowden Capital Advisors LLC | 3,070 | $267.2K | 0.01% | +3,070 | New |
| Clearstead Advisors, LLC | 3,083 | $268.3K | 0.00% | +206+7.2% | Added |