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 |
|---|---|---|---|---|---|
| Plan A Wealth LLC | 3,111 | $270.8K | 0.12% | +3,111 | New |
| Whittier Trust Co of Nevada Inc | 2,879 | $272.3K | 0.01% | −139−4.6% | Reduced |
| EverSource Wealth Advisors, LLC | 3,152 | $274.4K | 0.01% | −7,043−69.1% | Reduced |
| Los Angeles Capital Management LLC | 3,160 | $275.0K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 3,162 | $275.2K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,200 | $278.5K | 0.25% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 3,220 | $280.3K | 0.17% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 3,263 | $284.0K | 0.00% | +3,263 | New |
| Integrity Advisory Solutions, LLC | 3,269 | $284.5K | 0.03% | −195−5.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 3,297 | $287.0K | 0.01% | 00.0% | Unchanged |
| Checchi Capital Advisers, LLC | 3,358 | $292.3K | 0.02% | +63+1.9% | Added |
| Eagle Bay Advisors LLC | 3,375 | $293.8K | 0.22% | −230−6.4% | Reduced |
| Perigon Wealth Management, LLC | 3,422 | $297.8K | 0.00% | +146+4.5% | Added |
| Wedbush Securities Inc | 3,440 | $299.0K | 0.01% | −203−5.6% | Reduced |
| Facet Wealth, Inc. | 3,464 | $301.5K | 0.00% | +277+8.7% | Added |
| City National Bank of Florida | 3,524 | $306.7K | 0.13% | −1,171−24.9% | Reduced |
| Meadow Creek Wealth Advisors LLC | 3,528 | $307.1K | 0.19% | −446−11.2% | Reduced |
| Ninepoint Partners LP | 3,562 | $310.0K | 0.03% | +3,562 | New |
| Parallax Volatility Advisers, L.P. | 3,584 | $312.0K | 0.01% | +3,583+358,300.0% | Added |
| Arrowstreet Capital, Limited Partnership | 3,585 | $312.0K | 0.00% | +3,585 | New |
| Net Worth Advisory Group | 3,589 | $312.4K | 0.08% | −241−6.3% | Reduced |
| Cornerstone Capital, Inc. | 3,600 | $313.3K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 3,605 | $313.8K | 0.00% | +1,294+56.0% | Added |
| Quantum Financial Partners LLC | 3,645 | $317.3K | 0.16% | +3,645 | New |
| LGT Fund Management Co Ltd. | 3,650 | $317.7K | 0.01% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 3,658 | $318.7K | 0.01% | −30−0.8% | Reduced |
| Indivisible Partners | 3,700 | $322.0K | 0.02% | +3,700 | New |
| Alps Advisors Inc | 3,707 | $322.7K | 0.00% | +3,707 | New |
| Aspen Grove Capital, LLC | 3,751 | $326.5K | 0.05% | −210−5.3% | Reduced |
| Insigneo Advisory Services, LLC | 3,779 | $328.9K | 0.01% | −723−16.1% | Reduced |
| ISAM Funds (UK) Ltd | 3,800 | $330.8K | 0.23% | +3,800 | New |
| nVerses Capital, LLC | 3,801 | $330.8K | 0.51% | +3,801 | New |
| Norden Group LLC | 3,805 | $331.2K | 0.03% | +330+9.5% | Added |
| Aviance Capital Partners, LLC | 3,820 | $332.5K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 3,824 | $332.9K | 0.09% | +767+25.1% | Added |
| Ameritas Investment Partners, Inc. | 3,828 | $333.2K | 0.01% | −158−4.0% | Reduced |
| Stratos Wealth Partners, LTD. | 3,904 | $339.8K | 0.00% | +3,904 | New |
| Sigma Planning Corp | 3,914 | $340.7K | 0.01% | +742+23.4% | Added |
| Stephens Inc | 3,954 | $344.2K | 0.00% | −1,442−26.7% | Reduced |
| Fiduciary Financial Group, LLC | 3,968 | $345.4K | 0.04% | +118+3.1% | Added |
| Citizens Business Bank | 3,984 | $346.8K | 0.05% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,986 | $346.9K | 0.03% | +28+0.7% | Added |
| Fourth Dimension Wealth, LLC | 3,987 | $347.0K | 0.11% | +3,987 | New |
| Profund Advisors LLC | 4,016 | $349.6K | 0.01% | −104−2.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,039 | $353.0K | 0.09% | −20.0% | Reduced |
| Concentric Capital Strategies, LP | 4,071 | $354.3K | 0.02% | +4,071 | New |
| Cigna Investments Inc | 4,098 | $356.0K | 0.05% | −90−2.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 4,094 | $357.4K | 0.02% | +4,094 | New |
| Permanent Capital Management, LP | 4,128 | $359.3K | 0.05% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 4,133 | $359.7K | 0.02% | −640−13.4% | Reduced |
| Meadowbrook Advisors Group, LLC | 4,150 | $361.2K | 0.19% | +98+2.4% | Added |
| Prospera Financial Services Inc | 4,167 | $362.7K | 0.01% | +44+1.1% | Added |
| Wexford Capital LP | 4,192 | $364.9K | 0.05% | +4,192 | New |
| Avestar Capital, LLC | 4,199 | $365.5K | 0.02% | +1,169+38.6% | Added |
| Assetmark, Inc | 4,204 | $365.9K | 0.00% | +366+9.5% | Added |
| Vancity Investment Management Ltd | 4,208 | $366.0K | 0.05% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 4,208 | $366.3K | 0.02% | −1,273−23.2% | Reduced |
| Index Technologies Group LLC | 4,209 | $366.4K | 0.29% | +115+2.8% | Added |
| Paragon Financial Partners, Inc. | 4,206 | $370.1K | 0.20% | +60+1.4% | Added |
| Ausdal Financial Partners, Inc. | 4,324 | $376.4K | 0.01% | −109−2.5% | Reduced |
| Valeo Financial Advisors, LLC | 4,344 | $378.1K | 0.01% | −151−3.4% | Reduced |
| RSM US Wealth Management LLC | 4,381 | $381.6K | 0.00% | −145−3.2% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $383.0K | 0.00% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 4,414 | $384.2K | 0.02% | −1,625−26.9% | Reduced |
| Aaron Wealth Advisors | 4,465 | $388.6K | 0.02% | −104−2.3% | Reduced |
| AlphaGrep UK Ltd | 4,493 | $391.1K | 0.12% | +895+24.9% | Added |
| Grandview Asset Management LLC | 4,522 | $393.5K | 0.10% | −124−2.7% | Reduced |
| Revisor Wealth Management LLC | 4,532 | $394.5K | 0.09% | −1,639−26.6% | Reduced |
| Resurgent Financial Advisors LLC | 4,562 | $397.1K | 0.11% | +1,088+31.3% | Added |
| Gryphon Financial Partners LLC | 4,572 | $397.9K | 0.04% | +13+0.3% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 4,600 | $400.4K | 0.01% | +200+4.5% | Added |
| Chemistry Wealth Management LLC | 4,601 | $400.5K | 0.06% | 00.0% | Unchanged |
| Mitchell McLeod Pugh & Williams Inc | 4,622 | $402.3K | 0.05% | +302+7.0% | Added |
| Vinva Investment Management Ltd | 4,588 | $404.7K | 0.00% | −66,653−93.6% | Reduced |
| American Trust | 4,731 | $411.8K | 0.03% | +20+0.4% | Added |
| Syon Capital LLC | 4,751 | $413.5K | 0.02% | +259+5.8% | Added |
| Bank of Nova Scotia Trust Co | 4,758 | $414.1K | 0.03% | −910−16.1% | Reduced |
| Palisade Asset Management, LLC | 4,779 | $416.0K | 0.04% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 4,795 | $417.4K | 0.01% | −65,081−93.1% | Reduced |
| Legacy Wealth Advisors, LLC | 4,803 | $418.1K | 0.18% | +49+1.0% | Added |
| V-Square Quantitative Management LLC | 4,827 | $420.1K | 0.04% | −977−16.8% | Reduced |
| Dockside LLC | 4,828 | $420.2K | 0.10% | +4,828 | New |
| Atticus Wealth Management, LLC | 4,829 | $420.3K | 0.10% | +60+1.3% | Added |
| Nemes Rush Group LLC | 4,859 | $422.9K | 0.03% | +136+2.9% | Added |
| IHT Wealth Management, LLC | 4,865 | $423.5K | 0.01% | −976−16.7% | Reduced |
| Ramiah Investment Group | 4,870 | $423.9K | 0.32% | +4,870 | New |
| Trust Asset Management LLC | 4,884 | $425.1K | 0.03% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4,912 | $427.6K | 0.13% | −2,129−30.2% | Reduced |
| Ostrum Asset Management | 4,947 | $430.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,951 | $430.9K | 0.01% | +627+14.5% | Added |
| Warren Averett Asset Management, LLC | 4,959 | $431.6K | 0.00% | +821+19.8% | Added |
| Everhart Financial Group, Inc. | 4,976 | $433.1K | 0.03% | +1,785+55.9% | Added |
| Oxford Wealth Group, LLC | 4,997 | $435.0K | 0.19% | −515−9.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 5,008 | $435.9K | 0.01% | 00.0% | Unchanged |
| Ground Swell Capital, LLC | 5,026 | $437.5K | 0.47% | +5,026 | New |
| MAI Capital Management | 5,114 | $445.1K | 0.00% | −440−7.9% | Reduced |
| Frec Markets, Inc. | 5,169 | $449.9K | 0.04% | +2,097+68.3% | Added |
| Worldquant Millennium Advisors LLC | 5,171 | $450.1K | 0.00% | −354,824−98.6% | Reduced |
| Oak Thistle LLC | 5,240 | $456.1K | 0.04% | +5,240 | New |
| Raleigh Capital Management Inc. | 5,241 | $456.2K | 0.15% | −2,543−32.7% | Reduced |