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 |
|---|---|---|---|---|---|
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,289 | $808.5K | 0.01% | −44−0.5% | Reduced |
| Bullock Wealth Management Group | 8,679 | $809.3K | 0.35% | +3,393+64.2% | Added |
| Malaga Cove Capital, LLC | 9,304 | $809.8K | 0.26% | −976−9.5% | Reduced |
| Ameliora Wealth Management Ltd. | 9,352 | $814.0K | 0.24% | +100+1.1% | Added |
| Ashton Thomas Securities, LLC | 8,736 | $820.8K | 0.12% | +3,496+66.7% | Added |
| WCM Investment Management, LLC | 9,340 | $823.8K | 0.00% | +382+4.3% | Added |
| GAM Holding AG | 9,578 | $833.7K | 0.06% | 00.0% | Unchanged |
| R Squared Ltd | 9,662 | $841.0K | 0.44% | +9,662 | New |
| Brevan Howard Capital Management LP | 9,713 | $845.4K | 0.01% | −104,233−91.5% | Reduced |
| Central Pacific Bank - Trust Division | 9,755 | $849.1K | 0.09% | +9,755 | New |
| Keybank National Association | 9,767 | $850.1K | 0.00% | +5,592+133.9% | Added |
| Advyzon Investment Management, LLC | 9,767 | $850.1K | 0.06% | +5,405+123.9% | Added |
| Apollon Wealth Management, LLC | 9,814 | $854.2K | 0.01% | +3,574+57.3% | Added |
| Lake Hills Wealth Management, LLC | 9,832 | $855.8K | 0.39% | +9,832 | New |
| Blair William & Co | 9,853 | $857.6K | 0.00% | +5,404+121.5% | Added |
| Philadelphia Investment Partners, LLC | 9,857 | $858.0K | 0.53% | −351−3.4% | Reduced |
| Joel Isaacson & Co., LLC | 9,980 | $868.6K | 0.03% | +9+0.1% | Added |
| American Investment Services, Inc. | 10,000 | $870.4K | 0.18% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 10,018 | $872.0K | 0.01% | +10,018 | New |
| Bleakley Financial Group, LLC | 10,030 | $873.0K | 0.01% | −893−8.2% | Reduced |
| Gateway Investment Advisers LLC | 10,134 | $882.1K | 0.01% | +1,943+23.7% | Added |
| Harvest Fund Management Co., Ltd | 10,186 | $887.0K | 0.03% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,196 | $887.5K | 0.13% | +10,196 | New |
| Crewe Advisors LLC | 10,232 | $890.6K | 0.06% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 10,249 | $892.1K | 0.01% | +234+2.3% | Added |
| CAPROCK Group, Inc. | 10,384 | $903.8K | 0.02% | +30.0% | Added |
| Measured Wealth Private Client Group, LLC | 10,538 | $917.2K | 0.22% | −370−3.4% | Reduced |
| Algert Global LLC | 10,550 | $918.3K | 0.01% | +10,550 | New |
| Farther Finance Advisors, LLC | 10,562 | $919.5K | 0.01% | +3,490+49.3% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,581 | $921.0K | 0.03% | −596−5.3% | Reduced |
| Simplicity Wealth,LLC | 10,584 | $921.2K | 0.03% | +5,122+93.8% | Added |
| United Capital Financial Advisers, LLC | 10,585 | $921.3K | 0.01% | +141+1.4% | Added |
| Metis Global Partners, LLC | 10,636 | $925.8K | 0.02% | −1,994−15.8% | Reduced |
| Fayez Sarofim & Co | 10,736 | $934.5K | 0.00% | 00.0% | Unchanged |
| Baader Bank INC | 10,764 | $936.9K | 0.08% | −1,491−12.2% | Reduced |
| Strategic Investment Advisors | 10,907 | $949.4K | 0.06% | −2,442−18.3% | Reduced |
| Eagle Strategies LLC | 10,911 | $949.7K | 0.09% | −6,186−36.2% | Reduced |
| IMC-Chicago, LLC | 11,066 | $963.2K | 0.01% | −24,087−68.5% | Reduced |
| LVW Advisors, LLC | 11,086 | $964.9K | 0.08% | −2,375−17.6% | Reduced |
| E. Ohman J:or Asset Management AB | 11,195 | $974.4K | 0.02% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 11,199 | $974.8K | 0.45% | +846+8.2% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 11,234 | $977.8K | 0.06% | −51−0.5% | Reduced |
| Precision Wealth Strategies, LLC | 11,266 | $980.6K | 0.30% | −4,252−27.4% | Reduced |
| Intech Investment Management LLC | 11,313 | $984.7K | 0.01% | +4,547+67.2% | Added |
| Caitlin John, LLC | 11,337 | $986.8K | 0.54% | +11,234+10,906.8% | Added |
| Maridea Wealth Management LLC | 11,462 | $997.7K | 0.11% | +2,729+31.2% | Added |
| Groupama Asset Managment | 11,437 | $1.01M | 0.01% | 00.0% | Unchanged |
| Inceptionr LLC | 11,934 | $1.04M | 0.26% | −3,635−23.3% | Reduced |
| J. Safra Sarasin Holding AG | 14,125 | $1.05M | 0.01% | −15,800−52.8% | Reduced |
| Avanza Fonder AB | 12,093 | $1.05M | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12,109 | $1.05M | 0.07% | −625−4.9% | Reduced |
| Penserra Capital Management LLC | 12,118 | $1.05M | 0.01% | +9,703+401.8% | Added |
| Pitcairn Wealth Advisors LLC | 12,152 | $1.06M | 0.12% | −256−2.1% | Reduced |
| Axxcess Wealth Management, LLC | 12,180 | $1.06M | 0.02% | +1,965+19.2% | Added |
| Wellspring Financial Advisors, LLC | 12,305 | $1.07M | 0.07% | −20−0.2% | Reduced |
| Securian Asset Management, Inc | 11,865 | $1.07M | 0.04% | −145−1.2% | Reduced |
| Yorktown Management & Research Co Inc | 12,400 | $1.08M | 0.66% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 12,500 | $1.09M | 0.05% | −79,500−86.4% | Reduced |
| Owls Nest Partners IA, LLC | 12,500 | $1.09M | 0.35% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 12,534 | $1.09M | 0.03% | +12,534 | New |
| Pittenger & Anderson Inc | 12,565 | $1.09M | 0.04% | +12,565 | New |
| Brown Brothers Harriman & Co | 12,681 | $1.10M | 0.00% | +4,197+49.5% | Added |
| North Dakota State Investment Board | 12,751 | $1.11M | 0.05% | +356+2.9% | Added |
| Navellier & Associates Inc | 12,807 | $1.11M | 0.09% | +1,903+17.5% | Added |
| Crossmark Global Holdings, Inc. | 12,999 | $1.13M | 0.01% | −46,341−78.1% | Reduced |
| HB Wealth Management, LLC | 13,075 | $1.14M | 0.01% | +702+5.7% | Added |
| Prudential PLC | 13,091 | $1.14M | 0.01% | +4,679+55.6% | Added |
| Ashton Thomas Private Wealth, LLC | 13,174 | $1.15M | 0.02% | +632+5.0% | Added |
| Van Eck Associates Corp | 13,236 | $1.15M | 0.00% | −21,778−62.2% | Reduced |
| Elo Mutual Pension Insurance Co | 13,335 | $1.16M | 0.01% | −10,953−45.1% | Reduced |
| PFG Investments, LLC | 13,361 | $1.16M | 0.05% | 00.0% | Unchanged |
| MUFG Securities Americas Inc. | 13,418 | $1.17M | 0.06% | +1,095+8.9% | Added |
| Northwestern Mutual Wealth Management Co | 13,466 | $1.17M | 0.00% | −1,651−10.9% | Reduced |
| VestGen Advisors, LLC | 13,636 | $1.19M | 0.03% | −137−1.0% | Reduced |
| Osmosis Investment Management UK Ltd | 13,756 | $1.20M | 0.06% | −15,300−52.7% | Reduced |
| Marks Group Wealth Management, Inc | 13,881 | $1.21M | 0.11% | −13,838−49.9% | Reduced |
| Caldwell Investment Management Ltd. | 13,900 | $1.21M | 0.79% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 13,962 | $1.22M | 0.04% | −147−1.0% | Reduced |
| Csenge Advisory Group | 14,102 | $1.23M | 0.05% | −5,735−28.9% | Reduced |
| Coldstream Capital Management Inc | 14,180 | $1.23M | 0.02% | +280+2.0% | Added |
| Martingale Asset Management L P | 14,272 | $1.24M | 0.03% | −19,433−57.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 14,283 | $1.24M | 0.01% | +33+0.2% | Added |
| Sequoia Financial Advisors, LLC | 14,304 | $1.25M | 0.01% | +3,966+38.4% | Added |
| GAMMA Investing LLC | 14,396 | $1.25M | 0.05% | +1,688+13.3% | Added |
| Kepler Cheuvreux (Suisse) SA | 14,519 | $1.26M | 0.07% | −33,731−69.9% | Reduced |
| Equitable Holdings, Inc. | 14,544 | $1.27M | 0.01% | −484−3.2% | Reduced |
| Brown Advisory Inc | 14,788 | $1.29M | 0.00% | −356−2.4% | Reduced |
| Straightline Group LLC | 14,821 | $1.29M | 0.61% | +1,598+12.1% | Added |
| Park Avenue Securities LLC | 14,828 | $1.29M | 0.01% | +1,020+7.4% | Added |
| Integrated Wealth Concepts LLC | 14,833 | $1.29M | 0.01% | +1,249+9.2% | Added |
| Coerente Capital Management | 14,840 | $1.29M | 0.24% | 00.0% | Unchanged |
| Summit Financial, LLC | 14,889 | $1.30M | 0.01% | +666+4.7% | Added |
| Sterling Capital Management LLC | 15,101 | $1.31M | 0.02% | +13,784+1,046.6% | Added |
| Rockefeller Capital Management L.P. | 15,265 | $1.33M | 0.00% | −3,047−16.6% | Reduced |
| Wright Investors Service Inc | 15,482 | $1.35M | 0.37% | +6,167+66.2% | Added |
| Benjamin Edwards Inc | 15,788 | $1.37M | 0.01% | +620+4.1% | Added |
| Delta Investment Management, LLC | 15,901 | $1.38M | 0.23% | +1,026+6.9% | Added |
| Banque Cantonale Vaudoise | 15,924 | $1.39M | 0.05% | +7,760+95.1% | Added |
| SkyView Investment Advisors, LLC | 16,000 | $1.39M | 1.09% | −110,074−87.3% | Reduced |
| AE Wealth Management LLC | 16,014 | $1.39M | 0.01% | −3,677−18.7% | Reduced |