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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 173 | $16.1K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 183 | $15.9K | 0.00% | −32−14.9% | Reduced |
| ZRC Wealth Management, LLC | 181 | $15.8K | 0.00% | +66+57.4% | Added |
| Bruce G. Allen Investments, LLC | 180 | $15.7K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 169 | $14.7K | 0.00% | −1,150−87.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 156 | $13.6K | 0.00% | +74+90.2% | Added |
| Downshift Financial, LLC | 154 | $13.4K | 0.01% | +154 | New |
| Persistent Asset Partners Ltd | 153 | $13.3K | 0.00% | −9,442−98.4% | Reduced |
| Quarry LP | 147 | $12.8K | 0.00% | −33−18.3% | Reduced |
| JFS Wealth Advisors, LLC | 142 | $12.4K | 0.00% | +3+2.2% | Added |
| Kemnay Advisory Services Inc. | 142 | $12.4K | 0.00% | +26+22.4% | Added |
| Action Point Financial Planning, LLC | 143 | $11.9K | 0.00% | +143 | New |
| Maseco LLP | 136 | $11.8K | 0.00% | +136 | New |
| JPL Wealth Management, LLC | 133 | $11.6K | 0.00% | +5+3.9% | Added |
| Silver Grove Financial Group, Inc. | 130 | $11.3K | 0.01% | +130 | New |
| Colonial Trust Co | 128 | $11.1K | 0.00% | −17−11.7% | Reduced |
| First Horizon Corp | 124 | $10.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $10.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 120 | $10.4K | 0.00% | −478−79.9% | Reduced |
| Noble Wealth Management PBC | 120 | $10.4K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 116 | $10.1K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 115 | $10.0K | 0.00% | +115 | New |
| Abound Wealth Management | 110 | $9.59K | 0.00% | −49−30.8% | Reduced |
| Bell Investment Advisors, Inc | 110 | $9.57K | 0.00% | +6+5.8% | Added |
| Meeder Asset Management Inc | 106 | $9.23K | 0.00% | −7,681−98.6% | Reduced |
| RMG Wealth Management LLC | 100 | $9.17K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 104 | $9.05K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $8.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 100 | $8.70K | 0.01% | +46+85.2% | Added |
| True Wealth Design, LLC | 98 | $8.53K | 0.00% | −86−46.7% | Reduced |
| Parkside Financial Bank & Trust | 97 | $8.44K | 0.00% | −3−3.0% | Reduced |
| Sachetta, LLC | 96 | $8.36K | 0.00% | +24+33.3% | Added |
| Aventura Private Wealth, LLC | 96 | $8.36K | 0.00% | +96 | New |
| UMA Financial Services, Inc. | 93 | $8.10K | 0.00% | +20+27.4% | Added |
| Wolff Wiese Magana LLC | 92 | $8.01K | 0.00% | −32−25.8% | Reduced |
| Avion Wealth | 99 | $8.00K | 0.00% | +22+28.6% | Added |
| Roxbury Financial LLC | 88 | $7.68K | 0.01% | −1−1.1% | Reduced |
| Bare Financial Services, Inc | 88 | $7.66K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 83 | $7.22K | 0.00% | +24+40.7% | Added |
| Basecamp Wealth Advisors LLC | 83 | $7.22K | 0.00% | +20+31.7% | Added |
| Basepoint Wealth LLC | 81 | $7.06K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 81 | $7.05K | 0.00% | +81 | New |
| Thompson Investment Management, Inc. | 72 | $6.27K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 72 | $6.27K | 0.00% | +15+26.3% | Added |
| Cassaday & Co Wealth Management LLC | 69 | $6.02K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 64 | $5.57K | 0.00% | 00.0% | Unchanged |
| City State Bank | 64 | $5.57K | 0.00% | +64 | New |
| Country Trust Bank | 63 | $5.48K | 0.00% | +63 | New |
| MCF Advisors LLC | 60 | $5.22K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 60 | $5.22K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 59 | $5.14K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 59 | $5.13K | 0.00% | −9−13.2% | Reduced |
| IFG Advisory, LLC | 52 | $4.54K | 0.00% | +52 | New |
| Osbon Capital Management LLC | 52 | $4.53K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 52 | $4.53K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $4.36K | 0.00% | +15+42.9% | Added |
| TD Capital Management LLC | 48 | $4.22K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $3.90K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 44 | $3.83K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 42 | $3.66K | 0.00% | +19+82.6% | Added |
| American Capital Advisory, LLC | 41 | $3.57K | 0.00% | +10+32.3% | Added |
| Prosperity Bancshares Inc | 41 | $3.57K | 0.00% | +41 | New |
| Tower View Investment Management & Research LLC | 40 | $3.48K | 0.00% | −60−60.0% | Reduced |
| Financial Consulate, Inc | 40 | $3.48K | 0.00% | +3+8.1% | Added |
| Raffa Wealth Management, LLC | 38 | $3.31K | 0.00% | +2+5.6% | Added |
| Gleason Group, Inc. | 38 | $3.31K | 0.00% | +38 | New |
| William B. Walkup & Associates, Inc. | 37 | $3.22K | 0.00% | +37 | New |
| SJS Investment Consulting Inc. | 36 | $3.14K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 36 | $3.13K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 36 | $3.13K | 0.00% | +36 | New |
| Manchester Capital Management LLC | 35 | $3.05K | 0.00% | −1−2.8% | Reduced |
| Principia Wealth Advisory, LLC | 35 | $3.05K | 0.00% | +5+16.7% | Added |
| Planning Strategies Inc. | 34 | $2.96K | 0.00% | +34 | New |
| Strive Financial Group ,LLC | 33 | $2.87K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 29 | $2.52K | 0.01% | −4,889−99.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 29 | $2.52K | 0.00% | +29 | New |
| High Note Wealth, LLC | 25 | $2.18K | 0.00% | −10−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $2.18K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 24 | $2.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $2.09K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $2.00K | 0.00% | −1,640−98.6% | Reduced |
| Ogorek Anthony Joseph | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 21 | $1.83K | 0.00% | +21 | New |
| Rakuten Securities, Inc. | 20 | $1.74K | 0.00% | −13−39.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19 | $1.66K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 19 | $1.65K | 0.00% | +15+375.0% | Added |
| Continuum Advisory, LLC | 19 | $1.65K | 0.00% | +19 | New |
| WestEnd Advisors, LLC | 16 | $1.39K | 0.00% | +1+6.7% | Added |
| Cape Investment Advisory, Inc. | 16 | $1.39K | 0.00% | +16 | New |
| Quaker Wealth Management, LLC | 15 | $1.31K | 0.00% | −2−11.8% | Reduced |
| MV Capital Management, Inc. | 14 | $1.22K | 0.00% | +10+250.0% | Added |
| Vanguard Advisers Inc | 14 | $1.22K | 0.00% | +14 | New |
| Geneos Wealth Management Inc. | 14 | $1.22K | 0.00% | +14 | New |
| North Star Investment Management Corp. | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $870 | 0.00% | +10 | New |
| Westfuller Advisors, LLC | 9 | $783 | 0.00% | −2−18.2% | Reduced |