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 |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 29,488 | $2.57M | 0.00% | −1,224−4.0% | Reduced |
| Saudi Central Bank | 29,621 | $2.58M | 0.03% | +13,182+80.2% | Added |
| M&T Bank Corp | 29,882 | $2.60M | 0.01% | −1,957−6.1% | Reduced |
| Investment House LLC | 29,900 | $2.60M | 0.12% | −1,875−5.9% | Reduced |
| Vontobel Holding Ltd. | 30,239 | $2.63M | 0.01% | −4,665−13.4% | Reduced |
| Inspire Advisors, LLC | 30,461 | $2.65M | 0.18% | +1,266+4.3% | Added |
| Standard Life Aberdeen plc | 30,946 | $2.69M | 0.00% | −4,081−11.7% | Reduced |
| Envestnet Portfolio Solutions, Inc. | 31,052 | $2.70M | 0.01% | +8,123+35.4% | Added |
| Norinchukin Bank, The | 31,250 | $2.72M | 0.03% | +2,927+10.3% | Added |
| Fiduciary Family Office, LLC | 31,375 | $2.73M | 0.68% | −573−1.8% | Reduced |
| Gardner Lewis Asset Management L P | 31,384 | $2.73M | 0.61% | −891−2.8% | Reduced |
| Catalyst Capital Advisors LLC | 31,500 | $2.74M | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 31,806 | $2.77M | 0.07% | 00.0% | Unchanged |
| Scotia Capital Inc. | 31,960 | $2.78M | 0.01% | −1,195−3.6% | Reduced |
| Nomura Holdings Inc | 32,173 | $2.80M | 0.01% | +20,538+176.5% | Added |
| Element Squared LLC | 32,278 | $2.81M | 1.40% | +582+1.8% | Added |
| Nisa Investment Advisors, LLC | 33,105 | $2.88M | 0.01% | +2,377+7.7% | Added |
| Cerity Partners LLC | 33,162 | $2.89M | 0.00% | −559−1.7% | Reduced |
| Hanseatic Management Services Inc | 33,210 | $2.89M | 2.13% | +1,793+5.7% | Added |
| Gladstone Institutional Advisory LLC | 33,723 | $2.94M | 0.09% | +2,036+6.4% | Added |
| Gulf International Bank (UK) Ltd | 33,887 | $2.95M | 0.06% | −538−1.6% | Reduced |
| Swedbank AB | 34,080 | $2.97M | 0.00% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 34,186 | $2.98M | 0.11% | +26,572+349.0% | Added |
| Teachers Retirement System of the State of Kentucky | 34,301 | $2.98M | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 34,588 | $3.01M | 0.03% | +18,100+109.8% | Added |
| Harfst & Associates, Inc. | 34,791 | $3.03M | 0.47% | +638+1.9% | Added |
| Mizuho Securities USA LLC | 34,876 | $3.04M | 0.05% | +7,952+29.5% | Added |
| Virtue Capital Management, LLC | 35,315 | $3.07M | 0.41% | +5,871+19.9% | Added |
| Advisory Services Network, LLC | 35,488 | $3.09M | 0.04% | +3,581+11.2% | Added |
| Sciencast Management LP | 35,746 | $3.11M | 0.64% | +8,019+28.9% | Added |
| Independent Solutions Wealth Management, LLC | 35,771 | $3.11M | 0.41% | −1,527−4.1% | Reduced |
| Moore Capital Management, LP | 35,803 | $3.12M | 0.07% | +6,777+23.3% | Added |
| Sumitomo Life Insurance Co | 36,310 | $3.16M | 0.05% | −14,272−28.2% | Reduced |
| TD Private Client Wealth LLC | 36,376 | $3.17M | 0.06% | −8,925−19.7% | Reduced |
| Value Partners Investments Inc. | 36,757 | $3.19M | 0.22% | −8,036−17.9% | Reduced |
| Empowered Funds, LLC | 38,305 | $3.33M | 0.02% | +7,579+24.7% | Added |
| Sovran Advisors, LLC | 37,437 | $3.40M | 0.25% | +2,332+6.6% | Added |
| Endure Capital Management, LLC | 39,200 | $3.41M | 2.22% | 00.0% | Unchanged |
| Ethic Inc. | 39,402 | $3.43M | 0.04% | −3,747−8.7% | Reduced |
| Arkadios Wealth Advisors | 39,450 | $3.43M | 0.05% | −3,963−9.1% | Reduced |
| Colony Group, LLC | 39,565 | $3.44M | 0.00% | +4,247+12.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 39,698 | $3.46M | 0.00% | −8,046−16.9% | Reduced |
| ION Fund Management Ltd | 40,000 | $3.48M | 0.41% | 00.0% | Unchanged |
| Macquarie Group Ltd | 40,135 | $3.49M | 0.02% | +4,229+11.8% | Added |
| Griffin Asset Management, Inc. | 40,284 | $3.51M | 0.37% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 37,389 | $3.52M | 0.01% | −2,832−7.0% | Reduced |
| Silver Oak Securities, Inc | 40,417 | $3.52M | 0.21% | −2,040−4.8% | Reduced |
| Yousif Capital Management, LLC | 40,562 | $3.53M | 0.04% | −2,296−5.4% | Reduced |
| Allstate Corp | 40,644 | $3.54M | 0.04% | −15,722−27.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 41,050 | $3.57M | 0.19% | +41,050 | New |
| Kestra Advisory Services, LLC | 41,403 | $3.60M | 0.01% | −6,379−13.4% | Reduced |
| Central Trust Co | 41,426 | $3.61M | 0.07% | +2,511+6.5% | Added |
| Candriam Luxembourg S.C.A. | 41,479 | $3.61M | 0.02% | +7,158+20.9% | Added |
| Cim, LLC | 41,478 | $3.61M | 0.47% | +20.0% | Added |
| Eurizon Capital SGR S.p.A. | 41,660 | $3.63M | 0.01% | −3,304−7.3% | Reduced |
| WBI Investments | 41,861 | $3.64M | 0.90% | +13,009+45.1% | Added |
| Bridgewater Associates, LP | 42,076 | $3.66M | 0.02% | −30,261−41.8% | Reduced |
| Davenport & Co LLC | 42,824 | $3.73M | 0.02% | −2,471−5.5% | Reduced |
| Anderson Hoagland & Co | 43,456 | $3.78M | 0.30% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 43,650 | $3.80M | 0.04% | −487−1.1% | Reduced |
| Uncommon Cents Investing LLC | 43,765 | $3.81M | 0.83% | 00.0% | Unchanged |
| Numerai GP LLC | 43,972 | $3.83M | 0.31% | −16,474−27.3% | Reduced |
| Havemeyer Place LP | 44,640 | $3.89M | 0.38% | +21,476+92.7% | Added |
| Pacer Advisors, Inc. | 45,016 | $3.92M | 0.01% | +22,744+102.1% | Added |
| Insight Wealth Strategies, LLC | 42,061 | $3.92M | 0.38% | −1,833−4.2% | Reduced |
| Axq Capital, LP | 45,065 | $3.92M | 0.43% | +18,499+69.6% | Added |
| US Bancorp | 45,693 | $3.98M | 0.00% | +727+1.6% | Added |
| Mutual of America Capital Management LLC | 45,860 | $3.99M | 0.04% | −1,513−3.2% | Reduced |
| MML Investors Services, LLC | 47,189 | $4.11M | 0.01% | −14,850−23.9% | Reduced |
| OP Asset Management Ltd | 47,616 | $4.14M | 0.04% | +1,686+3.7% | Added |
| Royal London Asset Management Ltd | 47,704 | $4.15M | 0.01% | +25,045+110.5% | Added |
| Convergence Investment Partners, LLC | 47,879 | $4.17M | 0.40% | +17,831+59.3% | Added |
| State of Wyoming | 48,106 | $4.19M | 0.42% | −1,081−2.2% | Reduced |
| Arkfeld Wealth Strategies, L.L.C. | 43,970 | $4.22M | 1.26% | −406−0.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 49,081 | $4.27M | 0.02% | +49,081 | New |
| Blackhawk Capital Partners LLC. | 49,678 | $4.32M | 1.41% | −1,675−3.3% | Reduced |
| Northwest Bancshares, Inc. | 49,702 | $4.33M | 0.78% | −5,028−9.2% | Reduced |
| Axecap Investments, LLC | 50,155 | $4.37M | 2.41% | +50,155 | New |
| Baird Financial Group, Inc. | 50,337 | $4.38M | 0.01% | −415−0.8% | Reduced |
| Pathstone Holdings, LLC | 50,794 | $4.42M | 0.01% | −4,629−8.4% | Reduced |
| Mercer Global Advisors Inc | 51,341 | $4.47M | 0.01% | +988+2.0% | Added |
| Spahn Wealth & Retirement LLC | 51,442 | $4.48M | 2.88% | +780+1.5% | Added |
| Gillson Capital LP | 51,500 | $4.48M | 0.26% | +51,500 | New |
| Maltese Capital Management LLC | 51,700 | $4.50M | 0.82% | +51,700 | New |
| JustInvest LLC | 51,842 | $4.51M | 0.04% | +2,286+4.6% | Added |
| Trexquant Investment LP | 52,300 | $4.55M | 0.03% | −171,327−76.6% | Reduced |
| Guggenheim Capital LLC | 52,367 | $4.56M | 0.03% | +27,725+112.5% | Added |
| Illumine Investment Management, LLC | 0 | $4.56M | 2.97% | −53,459−100.0% | Reduced |
| Ci Investments Inc. | 52,646 | $4.58M | 0.01% | +37,837+255.5% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 53,130 | $4.63M | 0.01% | −1,660−3.0% | Reduced |
| Stonebridge Financial Group, LLC | 53,458 | $4.65M | 0.64% | +53,458 | New |
| Swiss Life Asset Management Ltd | 53,634 | $4.67M | 0.02% | +2,566+5.0% | Added |
| Hedeker Wealth, LLC | 53,785 | $4.68M | 0.89% | −4,256−7.3% | Reduced |
| Freedom Day Solutions, LLC | 53,887 | $4.69M | 1.04% | −2,170−3.9% | Reduced |
| EULAV Asset Management | 54,160 | $4.71M | 0.15% | −3,000−5.2% | Reduced |
| Kennondale Capital Management LLC | 54,373 | $4.73M | 3.15% | 00.0% | Unchanged |
| Horizon Investments, LLC | 54,576 | $4.75M | 0.05% | +7,320+15.5% | Added |
| Oregon Public Employees Retirement Fund | 54,833 | $4.77M | 0.05% | +3,757+7.4% | Added |
| CX Institutional | 56,042 | $4.88M | 0.14% | +1,182+2.2% | Added |
| Sanctuary Advisors, LLC | 56,179 | $4.89M | 0.02% | −18,026−24.3% | Reduced |