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 3 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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 601,767 | $52.4M | 0.08% | +4,998+0.8% | Added |
| Jones Financial Companies LLLP | 578,028 | $51.9M | 0.02% | +290,975+101.4% | Added |
| Bank of Montreal | 591,581 | $51.5M | 0.02% | −14,376−2.4% | Reduced |
| Treasurer of the State of North Carolina | 586,375 | $51.0M | 0.13% | +67,160+12.9% | Added |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 577,666 | $50.3M | 0.31% | +577,666 | New |
| RV Capital GmbH | 561,086 | $48.8M | 12.75% | −196,833−26.0% | Reduced |
| TD Waterhouse Canada Inc. | 516,646 | $48.2M | 0.13% | +228,716+79.4% | Added |
| Caisse de Depot Et Placement du Quebec | 545,107 | $47.4M | 0.07% | −110,642−16.9% | Reduced |
| Principal Financial Group Inc | 544,862 | $47.4M | 0.02% | +36,461+7.2% | Added |
| Great West Life Assurance Co | 543,013 | $47.2M | 0.08% | +18,166+3.5% | Added |
| Freestone Grove Partners LP | 518,245 | $45.1M | 0.30% | +518,245 | New |
| Cantillon Capital Management LLC | 517,833 | $45.1M | 6.78% | −10,728,048−95.4% | Reduced |
| Ensign Peak Advisors, Inc | 515,965 | $44.9M | 0.07% | −961,279−65.1% | Reduced |
| Systrade AG | 500,000 | $43.5M | 27.24% | 00.0% | Unchanged |
| Victory Capital Management Inc | 468,099 | $40.7M | 0.02% | −88,314−15.9% | Reduced |
| New York State Common Retirement Fund | 441,237 | $38.4M | 0.05% | −22,600−4.9% | Reduced |
| Advisor Group Holdings, Inc. | 436,492 | $38.0M | 0.04% | +220,582+102.2% | Added |
| Marathon Asset Mgmt Ltd | 430,459 | $37.5M | 1.52% | −112,584−20.7% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 422,821 | $36.8M | 0.66% | 00.0% | Unchanged |
| Marshall Wace, LLP | 414,093 | $36.0M | 0.03% | −463,673−52.8% | Reduced |
| SEI Investments Co | 399,189 | $34.7M | 0.03% | −165,238−29.3% | Reduced |
| Adage Capital Partners GP, L.L.C. | 397,000 | $34.6M | 0.05% | −2,000−0.5% | Reduced |
| Raiffeisen Bank International AG | 389,970 | $34.4M | 0.40% | +3,473+0.9% | Added |
| Massachusetts Financial Services Co | 380,922 | $33.2M | 0.01% | +14,856+4.1% | Added |
| State Board of Administration of Florida Retirement System | 373,195 | $32.5M | 0.05% | −11,130−2.9% | Reduced |
| Cookson Peirce & Co Inc | 372,439 | $32.4M | 1.07% | +3,171+0.9% | Added |
| Alliancebernstein L.P. | 481,847 | $32.3M | 0.01% | +26,877+5.9% | Added |
| Longaeva Partners L.P. | 363,108 | $31.6M | 0.91% | +131,612+56.9% | Added |
| Gabelli Funds LLC | 359,146 | $31.3M | 0.20% | −4,110−1.1% | Reduced |
| Aviva PLC | 353,010 | $30.7M | 0.05% | −2,856−0.8% | Reduced |
| Storebrand Asset Management AS | 339,606 | $29.6M | 0.07% | −55,740−14.1% | Reduced |
| GFI Investment Counsel Ltd. | 339,184 | $29.5M | 4.00% | +339,184 | New |
| CWM Advisors, LLC | 334,724 | $29.1M | 1.20% | +91,122+37.4% | Added |
| Fifth Third Bancorp | 330,843 | $28.8M | 0.05% | +12,569+3.9% | Added |
| Winmill & Co. Inc | 327,200 | $28.5M | 6.31% | 00.0% | Unchanged |
| Stony Point Capital LLC | 317,868 | $27.7M | 1.81% | +10,158+3.3% | Added |
| Credit Agricole S A | 313,860 | $27.3M | 0.07% | +115,867+58.5% | Added |
| Susquehanna International Group, LLP | 312,704 | $27.2M | 0.02% | +28,711+10.1% | Added |
| Bank of Nova Scotia | 309,563 | $26.9M | 0.04% | +34,257+12.4% | Added |
| Nomura Asset Management Co Ltd | 306,081 | $26.6M | 0.06% | −14,571−4.5% | Reduced |
| Polar Capital Holdings Plc | 304,343 | $26.5M | 0.08% | +2,712+0.9% | Added |
| Rovida Investment Management Ltd | 300,000 | $26.1M | 1.78% | 00.0% | Unchanged |
| Keystone Investors Pte Ltd | 296,158 | $25.8M | 1.38% | +296,158 | New |
| New York State Teachers Retirement System | 284,464 | $24.8M | 0.05% | −6,005−2.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 280,561 | $24.4M | 0.05% | −64,647−18.7% | Reduced |
| Holocene Advisors, LP | 278,592 | $24.2M | 0.06% | +259,929+1,392.8% | Added |
| Balyasny Asset Management LLC | 274,516 | $23.9M | 0.04% | +274,516 | New |
| Asset Management One Co.,Ltd. | 271,904 | $23.7M | 0.06% | +32,710+13.7% | Added |
| CI Private Wealth, LLC | 270,820 | $23.6M | 0.03% | +152,518+128.9% | Added |
| Brooktree Capital Management | 261,632 | $22.8M | 14.86% | −10,620−3.9% | Reduced |
| State of Wisconsin Investment Board | 254,223 | $22.1M | 0.04% | −34,350−11.9% | Reduced |
| One Madison Group LLC | 249,500 | $21.7M | 2.09% | +30,125+13.7% | Added |
| Milford Funds Ltd | 246,101 | $21.4M | 0.35% | +6,790+2.8% | Added |
| Lansing Management LP | 245,725 | $21.4M | 12.95% | −44,460−15.3% | Reduced |
| O'Brien Greene & Co. Inc | 245,047 | $21.3M | 5.89% | −7,694−3.0% | Reduced |
| Quantinno Capital Management LP | 238,494 | $20.8M | 0.02% | +47,696+25.0% | Added |
| Pictet Asset Management Holding SA | 232,461 | $20.2M | 0.02% | −21,503−8.5% | Reduced |
| Crocodile Capital Partners GmbH | 227,226 | $19.8M | 13.45% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 225,131 | $19.6M | 0.02% | −10,720−4.5% | Reduced |
| Commerce Bank | 224,334 | $19.5M | 0.09% | +218,435+3,702.9% | Added |
| Cetera Investment Advisers | 224,287 | $19.5M | 0.02% | +14,976+7.2% | Added |
| Mawer Investment Management Ltd. | 223,262 | $19.4M | 0.13% | −146,220−39.6% | Reduced |
| Toronto Dominion Bank | 217,542 | $18.9M | 0.03% | −54,682−20.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 216,667 | $18.9M | 0.05% | −6,016−2.7% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 215,433 | $18.8M | 0.05% | −4,253−1.9% | Reduced |
| HighTower Advisors, LLC | 214,526 | $18.7M | 0.02% | −5,686−2.6% | Reduced |
| Prudential Financial Inc | 212,315 | $18.5M | 0.02% | −3,709−1.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 212,287 | $18.5M | 0.13% | −69,020−24.5% | Reduced |
| Allianz Asset Management GmbH | 212,166 | $18.5M | 0.02% | −135,422−39.0% | Reduced |
| Aware Super Pty Ltd as trustee of Aware Super | 211,507 | $18.4M | 0.26% | +59,601+39.2% | Added |
| AQR Capital Management LLC | 211,116 | $18.4M | 0.01% | −31,460−13.0% | Reduced |
| Cozad Asset Management Inc | 208,718 | $18.2M | 1.17% | −3,373−1.6% | Reduced |
| Public Employees Retirement System of Ohio | 205,530 | $17.9M | 0.05% | −22,771−10.0% | Reduced |
| Public Employees Retirement Association of Colorado | 203,160 | $17.7M | 0.06% | +160,100+371.8% | Added |
| Blue Sparrow, LLC | 200,000 | $17.4M | 0.17% | +200,000 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 198,689 | $17.3M | 0.03% | −139,048−41.2% | Reduced |
| Dana Investment Advisors, Inc. | 195,919 | $17.1M | 0.44% | −63,365−24.4% | Reduced |
| National Bank of Canada | 195,125 | $17.0M | 0.01% | +42,399+27.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 195,153 | $17.0M | 0.04% | +8,890+4.8% | Added |
| Tredje AP-fonden | 193,956 | $16.9M | 0.08% | +42,454+28.0% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 193,511 | $16.8M | 1.23% | +2,134+1.1% | Added |
| Woodline Partners LP | 189,616 | $16.5M | 0.05% | −165,133−46.5% | Reduced |
| Harbor Advisors LLC | 186,832 | $16.3M | 2.05% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 178,064 | $15.7M | 0.13% | +15,997+9.9% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 177,940 | $15.5M | 0.10% | +3,528+2.0% | Added |
| State of Tennessee, Treasury Department | 176,588 | $15.4M | 0.05% | +13,284+8.1% | Added |
| KLP Kapitalforvaltning AS | 172,600 | $15.0M | 0.05% | +900+0.5% | Added |
| CIBC World Markets Inc. | 166,342 | $14.5M | 0.02% | +63,236+61.3% | Added |
| Cornerstone Advisors, LLC | 165,520 | $14.4M | 0.47% | −36,504−18.1% | Reduced |
| Ibex Wealth Advisors | 163,575 | $14.2M | 1.12% | +3,832+2.4% | Added |
| Danske Bank A/S | 162,708 | $14.2M | 0.03% | −51,000−23.9% | Reduced |
| Longbow Finance SA | 160,508 | $14.0M | 1.79% | +160,508 | New |
| Evelyn Partners Group Ltd | 159,819 | $13.9M | 0.26% | +159,819 | New |
| Janney Montgomery Scott LLC | 157,787 | $13.7M | 0.03% | −41,783−20.9% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 157,736 | $13.7M | 0.03% | −111,109−41.3% | Reduced |
| Moran Wealth Management, LLC | 157,379 | $13.7M | 0.37% | −8,607−5.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 153,352 | $13.4M | 0.03% | +32,732+27.1% | Added |
| Investment Management Corp of Ontario | 151,646 | $13.2M | 0.17% | +1,085+0.7% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 151,470 | $13.2M | 0.17% | −493,874−76.5% | Reduced |
| Truist Financial Corp | 151,397 | $13.2M | 0.02% | −34,355−18.5% | Reduced |