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
Q3 2026 data is still coming in: 2 institutions have reported holding IBKR so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Investment Partners Asset Management, Inc. | 2,007 | $174.7K | 0.10% | +2,007 | New |
| Accent Capital Management, LLC | 1,920 | $167.1K | 0.07% | 00.0% | Unchanged |
| NVWM, LLC | 1,810 | $157.5K | 0.03% | −5−0.3% | Reduced |
| Smithfield Trust Co | 1,700 | $148.0K | 0.01% | 00.0% | Unchanged |
| Westpac Banking Corp | 1,664 | $144.8K | 0.01% | +144+9.5% | Added |
| Whittier Trust Co | 1,448 | $139.0K | 0.00% | +45+3.2% | Added |
| Strategic Advocates LLC | 1,581 | $137.6K | 0.53% | +376+31.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 1,487 | $129.5K | 0.03% | +1,437+2,874.0% | Added |
| Smartleaf Asset Management LLC | 1,395 | $123.0K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1,394 | $121.3K | 0.03% | −163−10.5% | Reduced |
| SBI Securities Co., Ltd. | 1,388 | $120.9K | 0.00% | −57−3.9% | Reduced |
| Trust Co of Toledo NA | 1,356 | $118.0K | 0.01% | −388−22.2% | Reduced |
| Valued Wealth Advisors LLC | 1,290 | $112.3K | 0.04% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 1,282 | $112.0K | 0.00% | +1,282 | New |
| Beacon Investment Advisory Services, Inc. | 1,264 | $110.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,247 | $108.5K | 0.08% | −60−4.6% | Reduced |
| LRI Investments, LLC | 1,226 | $106.7K | 0.01% | +92+8.1% | Added |
| Rosenberg Matthew Hamilton | 1,224 | $106.5K | 0.02% | 00.0% | Unchanged |
| Onefund, LLC | 1,217 | $105.9K | 0.06% | −7−0.6% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,188 | $103.4K | 0.00% | −15−1.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,172 | $102.0K | 0.01% | −278−19.2% | Reduced |
| Covestor Ltd | 1,138 | $99.0K | 0.06% | −15−1.3% | Reduced |
| Eastern Bank | 1,130 | $98.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,077 | $93.7K | 0.02% | +1,004+1,375.3% | Added |
| Security National Bank of So Dak | 1,076 | $93.7K | 0.04% | +1,076 | New |
| Harbour Investments, Inc. | 1,072 | $93.3K | 0.00% | +248+30.1% | Added |
| Massmutual Trust Co FSB | 1,056 | $91.9K | 0.00% | −5−0.5% | Reduced |
| Atlas Capital Advisors LLC | 1,047 | $91.1K | 0.01% | +1,047 | New |
| Tobam | 1,033 | $90.0K | 0.02% | −109−9.5% | Reduced |
| Buck Wealth Strategies, LLC | 1,016 | $88.4K | 0.01% | +1,016 | New |
| DT Investment Partners, LLC | 1,008 | $87.7K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 1,000 | $87.0K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 956 | $83.3K | 0.00% | −31−3.1% | Reduced |
| Creative Financial Designs Inc | 940 | $81.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 900 | $78.3K | 0.01% | −695−43.6% | Reduced |
| Elequin Capital LP | 883 | $76.9K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 879 | $76.5K | 0.02% | +40+4.8% | Added |
| Evermay Wealth Management LLC | 835 | $72.7K | 0.01% | +835 | New |
| Darwin Advisors, LLC | 816 | $71.1K | 0.02% | +1+0.1% | Added |
| Solstein Capital, LLC | 800 | $69.6K | 0.02% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 800 | $69.6K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 800 | $69.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 796 | $69.3K | 0.02% | +8+1.0% | Added |
| Rialto Wealth Management, LLC | 774 | $67.4K | 0.01% | −1−0.1% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 762 | $66.3K | 0.20% | −2,071−73.1% | Reduced |
| Vima LLC | 732 | $63.7K | 0.06% | +732 | New |
| Financial Management Professionals, Inc. | 723 | $62.9K | 0.01% | +700+3,043.5% | Added |
| Zions Bancorporation, National Association | 693 | $60.3K | 0.00% | +25+3.7% | Added |
| Close Asset Management Ltd | 690 | $60.0K | 0.00% | −100−12.7% | Reduced |
| Fortitude Family Office, LLC | 678 | $59.0K | 0.01% | +5+0.7% | Added |
| N.E.W. Advisory Services LLC | 646 | $56.2K | 0.00% | +14+2.2% | Added |
| Park Place Capital Corp | 608 | $52.9K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 600 | $52.2K | 0.03% | +200+50.0% | Added |
| LFA - Lugano Financial Advisors SA | 576 | $50.1K | 0.03% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 572 | $49.8K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 555 | $48.3K | 0.00% | +35+6.7% | Added |
| Generali Asset Management SPA SGR | 525 | $45.7K | 0.00% | +525 | New |
| CDC Financial, Inc. | 500 | $43.5K | 0.03% | +500 | New |
| IMA Wealth, Inc. | 490 | $42.6K | 0.00% | +20+4.3% | Added |
| LifeSteps Financial, Inc. | 490 | $42.6K | 0.02% | +490 | New |
| Farmers & Merchants Investments Inc | 489 | $42.6K | 0.00% | +204+71.6% | Added |
| Cromwell Holdings LLC | 474 | $41.3K | 0.02% | +414+690.0% | Added |
| Rothschild Investment LLC | 454 | $39.5K | 0.00% | −16−3.4% | Reduced |
| Bryn Mawr Trust Co | 452 | $39.3K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 424 | $36.9K | 0.00% | +424 | New |
| Caitong International Asset Management Co., Ltd | 411 | $35.8K | 0.00% | −8,216−95.2% | Reduced |
| Sunrise Financial Services, LLC | 404 | $35.2K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 385 | $33.5K | 0.01% | −90−18.9% | Reduced |
| Mather Group, LLC. | 385 | $33.5K | 0.00% | +62+19.2% | Added |
| American National Bank | 384 | $33.4K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 379 | $33.0K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 368 | $32.0K | 0.00% | +177+92.7% | Added |
| MidFirst Bank | 352 | $30.6K | 0.00% | +23+7.0% | Added |
| Tidemark, LLC | 349 | $30.4K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 345 | $30.0K | 0.02% | −125−26.6% | Reduced |
| Coastline Trust Co | 340 | $29.6K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 337 | $29.4K | 0.01% | −49−12.7% | Reduced |
| GW&K Investment Management, LLC | 335 | $29.0K | 0.00% | +98+41.4% | Added |
| Twin Tree Management, LP | 329 | $28.6K | 0.00% | +329 | New |
| CoreCap Advisors, LLC | 323 | $28.1K | 0.00% | −144−30.8% | Reduced |
| Capital Analysts, LLC | 292 | $25.0K | 0.00% | −43−12.8% | Reduced |
| Y.D. More Investments Ltd | 287 | $25.0K | 0.00% | +3+1.1% | Added |
| Lloyd Advisory Services, LLC. | 284 | $24.7K | 0.01% | +284 | New |
| Barnes Dennig Private Wealth Management LLC | 281 | $24.5K | 0.02% | +14+5.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 280 | $24.4K | 0.00% | +22+8.5% | Added |
| Contravisory Investment Management, Inc. | 276 | $24.0K | 0.00% | −208−43.0% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 271 | $23.6K | 0.00% | −2,499−90.2% | Reduced |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 268 | $23.3K | 0.00% | −94−26.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 267 | $23.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 256 | $22.3K | 0.00% | −136−34.7% | Reduced |
| Atlantic Union Bankshares Corp | 256 | $22.3K | 0.00% | +20+8.5% | Added |
| Hollencrest Capital Management | 251 | $21.8K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 206 | $17.9K | 0.02% | −19−8.4% | Reduced |
| IMG Wealth Management, Inc. | 206 | $17.9K | 0.01% | +41+24.8% | Added |
| Trifecta Capital Advisors, LLC | 204 | $17.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 196 | $17.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 180 | $16.8K | 0.00% | +18+11.1% | Added |
| Keating Financial Advisory Services, Inc. | 190 | $16.5K | 0.00% | +87+84.5% | Added |