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 |
|---|---|---|---|---|---|
| Novem Group | 16,196 | $1.41M | 0.14% | +16,196 | New |
| Kingswood Wealth Advisors, LLC | 16,332 | $1.42M | 0.06% | −523−3.1% | Reduced |
| Change Path, LLC | 16,365 | $1.42M | 0.03% | −4,248−20.6% | Reduced |
| Gamco Investors, Inc. Et Al | 16,475 | $1.43M | 0.01% | −1,000−5.7% | Reduced |
| TriaGen Wealth Management LLC | 16,528 | $1.44M | 0.36% | +16,528 | New |
| Two Sigma Securities, LLC | 16,633 | $1.45M | 0.12% | −3,777−18.5% | Reduced |
| Lecap Asset Management Ltd | 16,984 | $1.48M | 0.63% | −23,667−58.2% | Reduced |
| Aspire Private Capital, LLC | 17,243 | $1.50M | 0.31% | −5,883−25.4% | Reduced |
| PFG Advisors | 17,408 | $1.52M | 0.08% | +2,968+20.6% | Added |
| MBM Wealth Consultants, LLC | 17,492 | $1.52M | 0.29% | +1,372+8.5% | Added |
| Evergreen Capital Management LLC | 17,672 | $1.54M | 0.03% | +219+1.3% | Added |
| Tower Research Capital LLC (TRC) | 17,777 | $1.55M | 0.04% | −10,556−37.3% | Reduced |
| Morse Asset Management, Inc | 17,823 | $1.55M | 0.26% | +6,214+53.5% | Added |
| Private Advisory Group LLC | 17,826 | $1.55M | 0.09% | +3,547+24.8% | Added |
| Kestra Private Wealth Services, LLC | 17,905 | $1.56M | 0.02% | +8,247+85.4% | Added |
| We Are One Seven, LLC | 17,933 | $1.56M | 0.03% | +644+3.7% | Added |
| Voleon Capital Management LP | 17,958 | $1.56M | 0.03% | +5,303+41.9% | Added |
| NWF Advisory Services Inc. | 17,982 | $1.57M | 0.15% | −851−4.5% | Reduced |
| Callan Family Office, LLC | 18,156 | $1.58M | 0.03% | +8,822+94.5% | Added |
| Mount Yale Investment Advisors, LLC | 18,189 | $1.58M | 0.03% | −375−2.0% | Reduced |
| Cresset Asset Management, LLC | 18,266 | $1.59M | 0.01% | −39,666−68.5% | Reduced |
| Aviso Financial Inc. | 18,293 | $1.59M | 0.06% | −821−4.3% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 18,302 | $1.59M | 0.04% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 18,311 | $1.59M | 0.95% | +30.0% | Added |
| Roundview Capital LLC | 18,348 | $1.60M | 0.09% | +6,939+60.8% | Added |
| Canada Post Corp Registered Pension Plan | 18,370 | $1.60M | 0.06% | +6,600+56.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,400 | $1.60M | 0.00% | +268+1.5% | Added |
| Western Financial Corp | 18,625 | $1.62M | 0.47% | −58−0.3% | Reduced |
| Thrivent Financial for Lutherans | 18,750 | $1.63M | 0.00% | −440−2.3% | Reduced |
| Pullen Investment Management, LLC | 18,788 | $1.64M | 0.76% | −335−1.8% | Reduced |
| TownSquare Capital, LLC | 19,170 | $1.67M | 0.31% | −150−0.8% | Reduced |
| Private Advisor Group, LLC | 19,273 | $1.68M | 0.01% | −6,334−24.7% | Reduced |
| Logan Capital Management Inc | 19,316 | $1.68M | 0.06% | +19,316 | New |
| Arrow Capital Pty Ltd | 19,402 | $1.69M | 1.44% | +19,402 | New |
| Bridgeway Capital Management, LLC | 19,600 | $1.71M | 0.03% | −7,300−27.1% | Reduced |
| Fisher Funds Management LTD | 19,810 | $1.72M | 0.05% | 00.0% | Unchanged |
| Burney Co | 19,946 | $1.74M | 0.05% | +4,091+25.8% | Added |
| Chase Investment Counsel Corp | 20,000 | $1.74M | 0.37% | −10,000−33.3% | Reduced |
| Monetta Financial Services Inc | 20,000 | $1.74M | 1.17% | 00.0% | Unchanged |
| Miura Global Management, LLC | 20,000 | $1.74M | 6.90% | 00.0% | Unchanged |
| Sphera Management Technology Funds Ltd | 20,000 | $1.74M | 0.61% | +20,000 | New |
| DJE Kapital AG | 17,737 | $1.79M | 0.03% | +17,737 | New |
| Highview Capital Management LLC | 20,547 | $1.79M | 0.51% | +20,547 | New |
| Smith Group Asset Management, LLC | 20,749 | $1.81M | 0.07% | +2,375+12.9% | Added |
| Quantbot Technologies LP | 20,978 | $1.83M | 0.07% | +5,875+38.9% | Added |
| GWM Advisors LLC | 21,042 | $1.83M | 0.01% | +6,058+40.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,049 | $1.83M | 0.00% | +21,049 | New |
| Fox Run Management, L.L.C. | 21,586 | $1.88M | 0.31% | +15,490+254.1% | Added |
| Successful Portfolios LLC | 19,939 | $1.89M | 0.88% | −263−1.3% | Reduced |
| Mainstream Capital Management LLC | 21,923 | $1.91M | 1.15% | +109+0.5% | Added |
| Catalyst Funds Management Pty Ltd | 21,950 | $1.91M | 0.11% | +10,350+89.2% | Added |
| SRS Capital Advisors, Inc. | 22,108 | $1.92M | 0.01% | +20,681+1,449.3% | Added |
| New Mexico Educational Retirement Board | 22,200 | $1.93M | 0.05% | +1,900+9.4% | Added |
| Ritholtz Wealth Management | 22,395 | $1.95M | 0.03% | +13,072+140.2% | Added |
| AG2R la Mondiale Gestion D'Actifs | 22,492 | $1.96M | 0.07% | +1,595+7.6% | Added |
| Midwest Professional Planners, LTD. | 22,672 | $1.97M | 0.39% | +2,874+14.5% | Added |
| Louisiana State Employees Retirement System | 22,800 | $1.98M | 0.03% | +100+0.4% | Added |
| Atomi Financial Group, Inc. | 23,429 | $2.04M | 0.05% | +454+2.0% | Added |
| Abn Amro Investment Solutions | 23,440 | $2.04M | 0.02% | +7,263+44.9% | Added |
| Gsa Capital Partners LLP | 23,582 | $2.05M | 0.13% | +8,558+57.0% | Added |
| Advisors Asset Management, Inc. | 23,691 | $2.06M | 0.03% | +511+2.2% | Added |
| Maryland State Retirement & Pension System | 23,694 | $2.06M | 0.04% | +2,312+10.8% | Added |
| Mariner, LLC | 23,767 | $2.07M | 0.00% | −28,250−54.3% | Reduced |
| Concurrent Investment Advisors, LLC | 24,085 | $2.10M | 0.02% | −3,558−12.9% | Reduced |
| New Age Alpha Advisors, LLC | 24,138 | $2.10M | 0.09% | −511−2.1% | Reduced |
| Lido Advisors, LLC | 24,179 | $2.10M | 0.01% | +6,484+36.6% | Added |
| Kestra Investment Management, LLC | 24,280 | $2.11M | 0.04% | +4,403+22.2% | Added |
| Aigen Investment Management, LP | 24,322 | $2.12M | 0.58% | +17,013+232.8% | Added |
| Jefferies Financial Group Inc. | 24,405 | $2.12M | 0.02% | −25,364−51.0% | Reduced |
| Hartford Investment Management Co | 24,487 | $2.13M | 0.06% | −980−3.8% | Reduced |
| Walleye Trading LLC | 24,813 | $2.16M | 0.03% | +24,813 | New |
| Fideuram Asset Management (Ireland) dac | 23,293 | $2.18M | 0.04% | +23,293 | New |
| Centiva Capital, LP | 25,248 | $2.20M | 0.07% | +25,248 | New |
| Graham Capital Management, L.P. | 25,371 | $2.21M | 0.06% | +25,371 | New |
| Everence Capital Management Inc | 25,416 | $2.21M | 0.12% | 00.0% | Unchanged |
| Titan Investment Solutions Ltd | 25,469 | $2.22M | 0.25% | +1,692+7.1% | Added |
| Jain Global LLC | 25,569 | $2.23M | 0.03% | −207,136−89.0% | Reduced |
| Mystic Asset Management, Inc. | 25,700 | $2.24M | 0.48% | −2,500−8.9% | Reduced |
| Pacific Capital Partners Ltd | 25,861 | $2.25M | 1.95% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 26,182 | $2.28M | 0.02% | +3,227+14.1% | Added |
| Sowell Financial Services LLC | 26,868 | $2.34M | 0.08% | +1,215+4.7% | Added |
| Cumberland Partners Ltd | 26,880 | $2.34M | 0.15% | +26,880 | New |
| Kentucky Retirement Systems | 27,072 | $2.36M | 0.06% | +27,072 | New |
| Brinker Capital Investments, LLC | 27,425 | $2.39M | 0.02% | −43,131−61.1% | Reduced |
| Omers Administration Corp | 27,439 | $2.39M | 0.01% | −8,452−23.5% | Reduced |
| Fairfield Financial Advisors, LTD | 27,665 | $2.41M | 0.95% | +17,260+165.9% | Added |
| Quadrant Capital Group LLC | 28,012 | $2.44M | 0.07% | −646−2.3% | Reduced |
| Landscape Capital Management, L.L.C. | 28,124 | $2.45M | 0.16% | +13,818+96.6% | Added |
| Dakota Wealth Management | 28,506 | $2.48M | 0.05% | +28,506 | New |
| Mitchell & Pahl Private Wealth, LLC | 28,516 | $2.48M | 0.91% | −63−0.2% | Reduced |
| Manchester Financial Inc | 28,659 | $2.49M | 0.44% | −654−2.2% | Reduced |
| Spire Wealth Management | 28,641 | $2.49M | 0.08% | −1,816−6.0% | Reduced |
| Sound View Wealth Advisors Group, LLC | 28,674 | $2.50M | 0.15% | +146+0.5% | Added |
| Alyeska Investment Group, L.P. | 28,841 | $2.51M | 0.01% | +28,841 | New |
| Coronation Fund Managers Ltd. | 28,844 | $2.51M | 0.10% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 28,986 | $2.52M | 0.03% | +4,777+19.7% | Added |
| Gator Capital Management, LLC | 29,000 | $2.52M | 0.54% | −39,800−57.8% | Reduced |
| Altshuler Shaham Ltd | 29,318 | $2.55M | 0.03% | +385+1.3% | Added |
| MUFG Securities EMEA plc | 29,439 | $2.56M | 0.03% | +11,165+61.1% | Added |
| Dumont & Blake Investment Advisors LLC | 29,467 | $2.56M | 0.58% | −1,990−6.3% | Reduced |