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 |
|---|---|---|---|---|---|
| Brown Miller Wealth Management, LLC | 5,375 | $467.9K | 0.12% | +403+8.1% | Added |
| Visionary Horizons, LLC | 5,405 | $470.5K | 0.20% | −3,821−41.4% | Reduced |
| FourThought Financial Partners, LLC | 5,413 | $471.2K | 0.04% | −58−1.1% | Reduced |
| Commons Capital, LLC | 5,442 | $473.7K | 0.33% | +102+1.9% | Added |
| Premier Path Wealth Partners, LLC | 5,454 | $474.7K | 0.05% | −113−2.0% | Reduced |
| Ponta Wealth Partners, LLC | 5,473 | $476.4K | 0.25% | 00.0% | Unchanged |
| Independent Advisor Alliance | 5,494 | $478.2K | 0.01% | +365+7.1% | Added |
| Leeward Financial Partners, LLC | 5,527 | $481.1K | 0.13% | −29−0.5% | Reduced |
| Marex Group plc | 5,602 | $487.6K | 0.00% | +5,602 | New |
| Fundamentun, LLC | 5,689 | $495.2K | 0.02% | −12−0.2% | Reduced |
| Fulton Bank, N.A. | 5,759 | $501.3K | 0.02% | −12−0.2% | Reduced |
| Stirlingshire Investments, Inc. | 5,771 | $502.3K | 0.37% | +5,771 | New |
| Advisor OS, LLC | 5,810 | $505.7K | 0.03% | −1,397−19.4% | Reduced |
| Citizens Financial Group Inc | 5,953 | $518.2K | 0.01% | +2,159+56.9% | Added |
| Freestone Capital Holdings, LLC | 5,972 | $519.8K | 0.01% | +121+2.1% | Added |
| Interchange Capital Partners, LLC | 5,987 | $521.1K | 0.10% | +5,987 | New |
| Sykon Capital LLC | 6,042 | $525.9K | 0.16% | +6,042 | New |
| Mirabella Financial Services LLP | 6,139 | $534.3K | 0.05% | +6,139 | New |
| Polymer Capital Management (US) LLC | 6,158 | $536.0K | 0.08% | +6,158 | New |
| EP Wealth Advisors, LLC | 6,221 | $541.5K | 0.00% | +3,152+102.7% | Added |
| Matisse Capital | 6,300 | $548.4K | 0.22% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 6,345 | $552.2K | 0.06% | +506+8.7% | Added |
| Sagespring Wealth Partners, LLC | 6,477 | $563.8K | 0.01% | +228+3.6% | Added |
| ABLE Financial Group, LLC | 6,480 | $564.0K | 0.09% | −1,380−17.6% | Reduced |
| Heritage Family Offices, LLP | 6,491 | $564.9K | 0.22% | −2,300−26.2% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 6,491 | $564.9K | 0.22% | +6,491 | New |
| Fragasso Group Inc. | 6,498 | $565.6K | 0.03% | −1,801−21.7% | Reduced |
| Blueshift Asset Management, LLC | 6,508 | $566.5K | 0.13% | +6,508 | New |
| Sienna Gestion | 6,386 | $569.5K | 0.03% | +6,386 | New |
| Leonteq Securities AG | 6,582 | $572.9K | 0.03% | −14,553−68.9% | Reduced |
| Howe & Rusling Inc | 6,716 | $584.6K | 0.03% | −382−5.4% | Reduced |
| Kornitzer Capital Management Inc | 6,725 | $585.3K | 0.01% | 00.0% | Unchanged |
| Spirepoint Private Client, LLC | 6,732 | $585.9K | 0.05% | −95−1.4% | Reduced |
| Synergy Financial Group, LTD | 6,779 | $590.0K | 0.42% | −259−3.7% | Reduced |
| Meyer Handelman Co | 6,800 | $591.9K | 0.02% | 00.0% | Unchanged |
| Heartland Advisors Inc | 6,839 | $595.3K | 0.03% | −1,653−19.5% | Reduced |
| TruNorth Capital Management, LLC | 6,867 | $597.7K | 0.10% | 00.0% | Unchanged |
| Skba Capital Management LLC | 6,872 | $598.1K | 0.10% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 6,872 | $598.1K | 0.01% | +1,704+33.0% | Added |
| Leuthold Group, LLC | 6,904 | $600.9K | 0.06% | 00.0% | Unchanged |
| HBK Sorce Advisory LLC | 6,806 | $604.0K | 0.01% | +1,871+37.9% | Added |
| Allworth Financial LP | 6,968 | $606.5K | 0.00% | +988+16.5% | Added |
| Custom Index Systems, LLC | 6,991 | $608.5K | 0.22% | +148+2.2% | Added |
| Ballentine Partners, LLC | 7,016 | $610.7K | 0.01% | +522+8.0% | Added |
| Wealth Alliance | 7,018 | $610.8K | 0.05% | −1,062−13.1% | Reduced |
| Compass Financial Management LLC | 7,024 | $612.0K | 0.07% | +7,024 | New |
| Qtron Investments LLC | 7,041 | $612.8K | 0.08% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 7,071 | $615.5K | 0.01% | −688−8.9% | Reduced |
| KG&L Capital Management,LLC | 7,113 | $619.1K | 0.37% | +3,868+119.2% | Added |
| DRW Securities, LLC | 7,204 | $627.0K | 0.04% | −956−11.7% | Reduced |
| Bancreek Capital Management, LP | 7,238 | $630.0K | 2.38% | +7,238 | New |
| Impact Capital Partners LLC | 7,244 | $630.5K | 0.17% | −6,874−48.7% | Reduced |
| Global Financial Private Client, LLC | 7,257 | $631.6K | 0.17% | +993+15.9% | Added |
| Lombard Odier Asset Management (USA) Corp | 7,283 | $633.9K | 0.57% | +3,783+108.1% | Added |
| Meeder Advisory Services, Inc. | 7,327 | $637.7K | 0.02% | +1,175+19.1% | Added |
| Fisher Asset Management, LLC | 7,387 | $643.1K | 0.00% | −42−0.6% | Reduced |
| Blackstone Group Inc. | 7,397 | $643.8K | 0.00% | +7,397 | New |
| Siemens Fonds Invest GmbH | 7,421 | $645.9K | 0.03% | −282−3.7% | Reduced |
| Glenmede Trust Co NA | 7,435 | $647.1K | 0.00% | +653+9.6% | Added |
| Great Lakes Advisors, LLC | 7,466 | $649.8K | 0.00% | −358−4.6% | Reduced |
| Prelude Capital Management, LLC | 7,494 | $652.3K | 0.05% | +2,623+53.8% | Added |
| HighPoint Advisor Group LLC | 7,562 | $658.2K | 0.02% | −276−3.5% | Reduced |
| Capstone Investment Advisors, LLC | 7,581 | $659.9K | 0.00% | +7,581 | New |
| Formula Growth Ltd | 7,600 | $661.5K | 0.23% | +7,600 | New |
| Deltec Asset Management LLC | 7,630 | $664.1K | 0.10% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 7,711 | $671.2K | 0.09% | −721−8.6% | Reduced |
| L2 Asset Management, LLC | 7,721 | $672.0K | 0.07% | −16,494−68.1% | Reduced |
| Prosperity Consulting Group, LLC | 7,796 | $678.6K | 0.03% | +3,247+71.4% | Added |
| Principal Securities, Inc. | 7,848 | $683.1K | 0.01% | −207−2.6% | Reduced |
| Hantz Financial Services, Inc. | 7,860 | $684.0K | 0.01% | +173+2.3% | Added |
| Fifth Third Wealth Advisors LLC | 7,888 | $686.6K | 0.02% | +497+6.7% | Added |
| Thompson Siegel & Walmsley LLC | 8,000 | $696.0K | 0.01% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 7,997 | $696.1K | 0.17% | +7,997 | New |
| Venturi Wealth Management, LLC | 8,024 | $698.4K | 0.03% | −69−0.9% | Reduced |
| Laird Norton Trust Company, LLC | 8,023 | $698.4K | 0.01% | +37+0.5% | Added |
| Bannerstone Capital Management, LLC | 8,119 | $706.6K | 0.59% | +20.0% | Added |
| Alpine Woods Capital Investors, LLC | 8,227 | $716.1K | 0.16% | +8,227 | New |
| Putney Financial Group LLC | 8,230 | $716.3K | 0.65% | −160−1.9% | Reduced |
| Cambria Investment Management, L.P. | 8,278 | $720.5K | 0.04% | −163−1.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 8,328 | $724.9K | 0.01% | +70+0.8% | Added |
| Silphium Asset Management Ltd | 8,417 | $732.6K | 0.25% | +870+11.5% | Added |
| Hanlon Investment Management, Inc. | 8,657 | $753.5K | 0.40% | −310−3.5% | Reduced |
| International Assets Investment Management, LLC | 8,116 | $756.8K | 0.05% | −262−3.1% | Reduced |
| BAM Wealth Management, LLC | 8,706 | $757.8K | 0.47% | −2,777−24.2% | Reduced |
| Himension Fund | 8,758 | $762.3K | 0.05% | −2,738−23.8% | Reduced |
| Wedmont Private Capital | 8,125 | $764.5K | 0.02% | +735+9.9% | Added |
| ArrowMark Colorado Holdings LLC | 8,800 | $766.0K | 0.03% | 00.0% | Unchanged |
| Severin Investments, LLC | 8,813 | $767.1K | 0.58% | +657+8.1% | Added |
| Formidable Asset Management, LLC | 8,826 | $768.2K | 0.12% | −4,000−31.2% | Reduced |
| Oppenheimer & Co Inc | 8,839 | $769.3K | 0.01% | −25,557−74.3% | Reduced |
| Mission Wealth Management, LP | 8,858 | $771.0K | 0.01% | +868+10.9% | Added |
| Fiduciary Trust Co | 8,904 | $775.0K | 0.01% | −977−9.9% | Reduced |
| Everpar Advisors LLC | 9,021 | $785.2K | 0.22% | −718−7.4% | Reduced |
| Providence First Trust Co | 9,046 | $787.4K | 0.22% | +9,046 | New |
| Tema ETFs LLC | 9,050 | $787.7K | 0.03% | +870+10.6% | Added |
| Studio Investment Management LLC | 9,064 | $788.9K | 0.13% | −543−5.7% | Reduced |
| Merit Financial Group, LLC | 9,077 | $790.1K | 0.00% | −165−1.8% | Reduced |
| Costello Asset Management, INC | 9,218 | $802.3K | 0.24% | +260+2.9% | Added |
| Park Capital Management, LLC | 9,230 | $803.4K | 0.47% | +310+3.5% | Added |
| Matrix Trust Co | 9,244 | $805.0K | 0.12% | −49−0.5% | Reduced |