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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 57,106 | $4.97M | 0.02% | −838−1.4% | Reduced |
| Prime Capital Investment Advisors, LLC | 57,585 | $5.01M | 0.05% | −95−0.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,726 | $5.02M | 0.01% | −277,216−82.8% | Reduced |
| Fulcrum Asset Management LLP | 58,186 | $5.13M | 0.51% | −11,227−16.2% | Reduced |
| S&CO Inc | 60,130 | $5.23M | 0.30% | −2,950−4.7% | Reduced |
| Ninety One North America, Inc. | 60,896 | $5.30M | 0.25% | +60,896 | New |
| Union Bancaire Privee, UBP SA | 75,375 | $5.38M | 0.08% | +75,375 | New |
| Left Brain Wealth Management, LLC | 61,984 | $5.40M | 1.63% | +19,529+46.0% | Added |
| New York Life Investment Management LLC | 62,198 | $5.41M | 0.04% | +175+0.3% | Added |
| Stanley-Laman Group, Ltd. | 62,757 | $5.46M | 0.55% | −1,263−2.0% | Reduced |
| British Columbia Investment Management Corp | 63,425 | $5.52M | 0.03% | +2,035+3.3% | Added |
| Renaissance Technologies LLC | 63,900 | $5.56M | 0.01% | −397,800−86.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 65,092 | $5.67M | 0.04% | −1,100−1.7% | Reduced |
| Utah Retirement Systems | 65,929 | $5.74M | 0.05% | −3,692−5.3% | Reduced |
| SummitTX Capital, L.P. | 67,995 | $5.92M | 0.16% | +1,464+2.2% | Added |
| Ossiam | 69,081 | $6.01M | 0.08% | +66,627+2,715.0% | Added |
| Nordea Investment Management AB | 68,385 | $6.10M | 0.00% | −12,752−15.7% | Reduced |
| Toroso Investments, LLC | 71,292 | $6.21M | 0.02% | +1,977+2.9% | Added |
| Oppenheimer Asset Management Inc. | 71,640 | $6.24M | 0.06% | +23,744+49.6% | Added |
| Epacria Capital Partners, LLC | 72,000 | $6.27M | 4.84% | 00.0% | Unchanged |
| Jupiter Asset Management Ltd | 72,246 | $6.29M | 0.03% | +72,246 | New |
| The PNC Financial Services Group, Inc. | 72,477 | $6.31M | 0.00% | +15,381+26.9% | Added |
| Wiley Bros.-Aintree Capital, LLC | 72,598 | $6.31M | 0.03% | +2,532+3.6% | Added |
| Rakuten Investment Management, Inc. | 71,579 | $6.31M | 0.02% | +5,483+8.3% | Added |
| NEOS Investment Management LLC | 72,737 | $6.33M | 0.02% | +9,513+15.0% | Added |
| Atria Investments LLC | 74,186 | $6.46M | 0.06% | −18,479−19.9% | Reduced |
| Erste Asset Management GmbH | 72,000 | $6.47M | 0.05% | −9,000−11.1% | Reduced |
| Voya Investment Management LLC | 74,383 | $6.47M | 0.01% | −1,970−2.6% | Reduced |
| CIBC Bancorp USA Inc. | 74,709 | $6.48M | 0.01% | −25,282−25.3% | Reduced |
| Ninety One SA (PTY) Ltd | 74,305 | $6.54M | 0.35% | +74,305 | New |
| VMS Asset Management Limited | 75,375 | $6.56M | 2.08% | +75,375 | New |
| Ambassador Advisors, LLC | 75,817 | $6.60M | 0.81% | +1,704+2.3% | Added |
| Exchange Traded Concepts, LLC | 76,168 | $6.63M | 0.03% | +28,192+58.8% | Added |
| TCW Group Inc | 76,642 | $6.67M | 0.04% | +8,402+12.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 76,689 | $6.68M | 0.01% | +76,689 | New |
| Davidson Capital Management Inc. | 77,776 | $6.77M | 1.08% | +1,263+1.7% | Added |
| Schroder Investment Management Group | 77,116 | $6.80M | 0.00% | +42,611+123.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 79,565 | $6.93M | 0.06% | +68,000+588.0% | Added |
| Dutch Asset Corp | 79,725 | $6.94M | 3.45% | +14,627+22.5% | Added |
| Qsemble Capital Management, LP | 80,761 | $7.03M | 0.90% | −92,871−53.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 80,838 | $7.04M | 0.03% | +4,382+5.7% | Added |
| Amalgamated Bank | 81,030 | $7.05M | 0.05% | −9,304−10.3% | Reduced |
| Pinebridge Investments LLC | 83,537 | $7.27M | 0.06% | −90,936−52.1% | Reduced |
| Dorsey Wright & Associates | 85,404 | $7.43M | 1.26% | −8,271−8.8% | Reduced |
| Creative Planning | 85,812 | $7.47M | 0.00% | +12,381+16.9% | Added |
| USS Investment Management Ltd | 86,686 | $7.55M | 0.03% | +8,294+10.6% | Added |
| Federation des caisses Desjardins du Quebec | 88,556 | $7.71M | 0.02% | −17,407−16.4% | Reduced |
| Voloridge Investment Management, LLC | 89,425 | $7.78M | 0.03% | +71,043+386.5% | Added |
| Xponance, Inc. | 89,815 | $7.82M | 0.05% | +13,778+18.1% | Added |
| Marvin & Palmer Associates Inc | 90,809 | $7.90M | 4.97% | +90,809 | New |
| Militia Capital Management LLC | 91,000 | $7.92M | 1.43% | 00.0% | Unchanged |
| Polymer Capital Management (HK) LTD | 91,876 | $8.00M | 0.81% | +66,490+261.9% | Added |
| Emmett Investment Management, LP | 85,840 | $8.00M | 5.61% | −16,350−16.0% | Reduced |
| Vident Advisory, LLC | 92,603 | $8.06M | 0.06% | −3,221−3.4% | Reduced |
| Franklin Resources Inc | 92,992 | $8.09M | 0.00% | −5,445−5.5% | Reduced |
| Retirement Systems of Alabama | 93,586 | $8.15M | 0.02% | −990−1.0% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 93,641 | $8.15M | 0.07% | +5,124+5.8% | Added |
| DnB Asset Management AS | 93,655 | $8.15M | 0.02% | +2,652+2.9% | Added |
| Titan Wealth (CI) Ltd | 94,711 | $8.24M | 3.06% | −15,261−13.9% | Reduced |
| Umb Bank N A | 94,985 | $8.27M | 0.10% | +47,164+98.6% | Added |
| Jupiter Topco LLC | 95,294 | $8.29M | 0.00% | +95,294 | New |
| Natixis | 95,613 | $8.32M | 0.04% | −31,557−24.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 95,981 | $8.35M | 0.02% | +8,915+10.2% | Added |
| UniSuper Management Pty Ltd | 96,770 | $8.42M | 0.04% | +35,238+57.3% | Added |
| Resources Investment Advisors, LLC. | 97,300 | $8.47M | 0.07% | +15,050+18.3% | Added |
| Daiwa Securities Group Inc. | 98,128 | $8.54M | 0.02% | +2,816+3.0% | Added |
| Edgestream Partners, L.P. | 98,278 | $8.55M | 0.25% | +60,879+162.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 98,395 | $8.56M | 0.04% | −5,349−5.2% | Reduced |
| Man Group plc | 99,689 | $8.68M | 0.02% | −112,566−53.0% | Reduced |
| Firetrail Investments Pty Ltd | 100,659 | $8.71M | 2.45% | −2,600−2.5% | Reduced |
| STRS Ohio | 100,388 | $8.74M | 0.03% | +8,877+9.7% | Added |
| IFM Investors Pty Ltd | 100,680 | $8.76M | 0.06% | +6,484+6.9% | Added |
| QRG Capital Management, Inc. | 100,705 | $8.77M | 0.07% | +11,906+13.4% | Added |
| Headlands Technologies LLC | 101,115 | $8.80M | 0.93% | +101,115 | New |
| Triasima Portfolio Management inc. | 102,684 | $8.94M | 1.21% | +58,234+131.0% | Added |
| iA Global Asset Management Inc. | 103,220 | $8.98M | 0.11% | +103,220 | New |
| CBOE Vest Financial, LLC | 104,107 | $9.06M | 0.10% | −7,567−6.8% | Reduced |
| CIBC Asset Management Inc | 104,735 | $9.12M | 0.02% | −1,267−1.2% | Reduced |
| Fremen Capital Management LP | 105,719 | $9.20M | 8.07% | −11,955−10.2% | Reduced |
| Korea Investment CORP | 106,572 | $9.28M | 0.02% | −135,100−55.9% | Reduced |
| ExodusPoint Capital Management, LP | 106,863 | $9.30M | 0.09% | +15,362+16.8% | Added |
| SEB Asset Management AB | 107,839 | $9.39M | 0.04% | −1,204−1.1% | Reduced |
| NewEdge Wealth, LLC | 107,919 | $9.39M | 0.09% | −11,961−10.0% | Reduced |
| Engineers Gate Manager LP | 108,359 | $9.43M | 0.12% | +96,724+831.3% | Added |
| MetLife Investment Management | 108,533 | $9.45M | 0.04% | +3,709+3.5% | Added |
| Picton Mahoney Asset Management | 108,730 | $9.46M | 0.09% | −7,540−6.5% | Reduced |
| Gotham Asset Management, LLC | 109,329 | $9.52M | 0.02% | −5,493−4.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 111,676 | $9.72M | 0.84% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 112,903 | $9.83M | 0.09% | −19,627−14.8% | Reduced |
| Howard Capital Management Inc. | 113,281 | $9.86M | 0.12% | +113,281 | New |
| State of Michigan Retirement System | 114,100 | $9.93M | 0.04% | −2,200−1.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 114,761 | $9.99M | 0.05% | −1,268−1.1% | Reduced |
| AWH Capital, L.P. | 116,380 | $10.1M | 6.95% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 117,600 | $10.2M | 0.06% | +74,600+173.5% | Added |
| Transamerica Financial Advisors, Inc. | 119,280 | $10.4M | 0.88% | +11,297+10.5% | Added |
| Resona Asset Management Co.,Ltd. | 120,455 | $10.5M | 0.05% | −16,719−12.2% | Reduced |
| Commonwealth Equity Services, LLC | 121,104 | $10.5M | 0.01% | −6,497−5.1% | Reduced |
| Arizona State Retirement System | 121,327 | $10.6M | 0.05% | +311+0.3% | Added |
| ProShare Advisors LLC | 122,355 | $10.6M | 0.02% | +6,750+5.8% | Added |
| CWA Asset Management Group, LLC | 122,486 | $10.7M | 0.33% | +487+0.4% | Added |