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 |
|---|---|---|---|---|---|
| Nykredit A/S | 148,930 | $13.0M | 0.05% | +148,930 | New |
| Zurich Insurance Group Ltd | 148,474 | $12.9M | 0.09% | +148,474 | New |
| Wealthfront Advisers LLC | 144,720 | $12.6M | 0.02% | +2,377+1.7% | Added |
| Pilgrim Partners Asia Pte Ltd | 138,970 | $12.1M | 5.31% | +2,000+1.5% | Added |
| State of New Jersey Common Pension Fund D | 138,235 | $12.0M | 0.04% | −13,861−9.1% | Reduced |
| Rafferty Asset Management, LLC | 137,609 | $12.0M | 0.03% | +24,728+21.9% | Added |
| Lansforsakringar Fondforvaltning AB (publ) | 132,049 | $11.5M | 0.05% | −12,258−8.5% | Reduced |
| Susquehanna Fundamental Investments, LLC | 129,959 | $11.3M | 0.21% | +69,435+114.7% | Added |
| Nomura Asset Management International Inc. | 127,579 | $11.1M | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 127,155 | $11.1M | 0.03% | +349+0.3% | Added |
| Czech National Bank | 126,802 | $11.0M | 0.06% | +5,509+4.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 126,600 | $11.0M | 0.05% | −3,900−3.0% | Reduced |
| Donaldson Capital Management, LLC | 126,088 | $11.0M | 0.31% | +1,192+1.0% | Added |
| Premier Fund Managers Ltd | 124,008 | $10.9M | 0.99% | −61,325−33.1% | Reduced |
| Handelsbanken Fonder AB | 124,883 | $10.9M | 0.03% | +6,756+5.7% | Added |
| Munro Partners | 124,504 | $10.8M | 0.25% | −94,886−43.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 123,219 | $10.7M | 0.08% | +24,700+25.1% | Added |
| XTX Topco Ltd | 123,208 | $10.7M | 0.14% | +72,149+141.3% | Added |
| CWA Asset Management Group, LLC | 122,486 | $10.7M | 0.33% | +487+0.4% | Added |
| ProShare Advisors LLC | 122,355 | $10.6M | 0.02% | +6,750+5.8% | Added |
| Arizona State Retirement System | 121,327 | $10.6M | 0.05% | +311+0.3% | Added |
| Commonwealth Equity Services, LLC | 121,104 | $10.5M | 0.01% | −6,497−5.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 120,455 | $10.5M | 0.05% | −16,719−12.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 119,280 | $10.4M | 0.88% | +11,297+10.5% | Added |
| Alberta Investment Management Corp | 117,600 | $10.2M | 0.06% | +74,600+173.5% | Added |
| AWH Capital, L.P. | 116,380 | $10.1M | 6.95% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 114,761 | $9.99M | 0.05% | −1,268−1.1% | Reduced |
| State of Michigan Retirement System | 114,100 | $9.93M | 0.04% | −2,200−1.9% | Reduced |
| Howard Capital Management Inc. | 113,281 | $9.86M | 0.12% | +113,281 | New |
| Vestmark Advisory Solutions, Inc. | 112,903 | $9.83M | 0.09% | −19,627−14.8% | Reduced |
| Prescott Group Capital Management, L.L.C. | 111,676 | $9.72M | 0.84% | 00.0% | Unchanged |
| Gotham Asset Management, LLC | 109,329 | $9.52M | 0.02% | −5,493−4.8% | Reduced |
| Picton Mahoney Asset Management | 108,730 | $9.46M | 0.09% | −7,540−6.5% | Reduced |
| MetLife Investment Management | 108,533 | $9.45M | 0.04% | +3,709+3.5% | Added |
| Engineers Gate Manager LP | 108,359 | $9.43M | 0.12% | +96,724+831.3% | Added |
| NewEdge Wealth, LLC | 107,919 | $9.39M | 0.09% | −11,961−10.0% | Reduced |
| SEB Asset Management AB | 107,839 | $9.39M | 0.04% | −1,204−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 106,863 | $9.30M | 0.09% | +15,362+16.8% | Added |
| Korea Investment CORP | 106,572 | $9.28M | 0.02% | −135,100−55.9% | Reduced |
| Fremen Capital Management LP | 105,719 | $9.20M | 8.07% | −11,955−10.2% | Reduced |
| CIBC Asset Management Inc | 104,735 | $9.12M | 0.02% | −1,267−1.2% | Reduced |
| CBOE Vest Financial, LLC | 104,107 | $9.06M | 0.10% | −7,567−6.8% | Reduced |
| iA Global Asset Management Inc. | 103,220 | $8.98M | 0.11% | +103,220 | New |
| Triasima Portfolio Management inc. | 102,684 | $8.94M | 1.21% | +58,234+131.0% | Added |
| Headlands Technologies LLC | 101,115 | $8.80M | 0.93% | +101,115 | New |
| QRG Capital Management, Inc. | 100,705 | $8.77M | 0.07% | +11,906+13.4% | Added |
| IFM Investors Pty Ltd | 100,680 | $8.76M | 0.06% | +6,484+6.9% | Added |
| STRS Ohio | 100,388 | $8.74M | 0.03% | +8,877+9.7% | Added |
| Firetrail Investments Pty Ltd | 100,659 | $8.71M | 2.45% | −2,600−2.5% | Reduced |
| Man Group plc | 99,689 | $8.68M | 0.02% | −112,566−53.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 98,395 | $8.56M | 0.04% | −5,349−5.2% | Reduced |
| Edgestream Partners, L.P. | 98,278 | $8.55M | 0.25% | +60,879+162.8% | Added |
| Daiwa Securities Group Inc. | 98,128 | $8.54M | 0.02% | +2,816+3.0% | Added |
| Resources Investment Advisors, LLC. | 97,300 | $8.47M | 0.07% | +15,050+18.3% | Added |
| UniSuper Management Pty Ltd | 96,770 | $8.42M | 0.04% | +35,238+57.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 95,981 | $8.35M | 0.02% | +8,915+10.2% | Added |
| Natixis | 95,613 | $8.32M | 0.04% | −31,557−24.8% | Reduced |
| Jupiter Topco LLC | 95,294 | $8.29M | 0.00% | +95,294 | New |
| Umb Bank N A | 94,985 | $8.27M | 0.10% | +47,164+98.6% | Added |
| Titan Wealth (CI) Ltd | 94,711 | $8.24M | 3.06% | −15,261−13.9% | Reduced |
| DnB Asset Management AS | 93,655 | $8.15M | 0.02% | +2,652+2.9% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 93,641 | $8.15M | 0.07% | +5,124+5.8% | Added |
| Retirement Systems of Alabama | 93,586 | $8.15M | 0.02% | −990−1.0% | Reduced |
| Franklin Resources Inc | 92,992 | $8.09M | 0.00% | −5,445−5.5% | Reduced |
| Vident Advisory, LLC | 92,603 | $8.06M | 0.06% | −3,221−3.4% | Reduced |
| Emmett Investment Management, LP | 85,840 | $8.00M | 5.61% | −16,350−16.0% | Reduced |
| Polymer Capital Management (HK) LTD | 91,876 | $8.00M | 0.81% | +66,490+261.9% | Added |
| Militia Capital Management LLC | 91,000 | $7.92M | 1.43% | 00.0% | Unchanged |
| Marvin & Palmer Associates Inc | 90,809 | $7.90M | 4.97% | +90,809 | New |
| Xponance, Inc. | 89,815 | $7.82M | 0.05% | +13,778+18.1% | Added |
| Voloridge Investment Management, LLC | 89,425 | $7.78M | 0.03% | +71,043+386.5% | Added |
| Federation des caisses Desjardins du Quebec | 88,556 | $7.71M | 0.02% | −17,407−16.4% | Reduced |
| USS Investment Management Ltd | 86,686 | $7.55M | 0.03% | +8,294+10.6% | Added |
| Creative Planning | 85,812 | $7.47M | 0.00% | +12,381+16.9% | Added |
| Dorsey Wright & Associates | 85,404 | $7.43M | 1.26% | −8,271−8.8% | Reduced |
| Pinebridge Investments LLC | 83,537 | $7.27M | 0.06% | −90,936−52.1% | Reduced |
| Amalgamated Bank | 81,030 | $7.05M | 0.05% | −9,304−10.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 80,838 | $7.04M | 0.03% | +4,382+5.7% | Added |
| Qsemble Capital Management, LP | 80,761 | $7.03M | 0.90% | −92,871−53.5% | Reduced |
| Dutch Asset Corp | 79,725 | $6.94M | 3.45% | +14,627+22.5% | Added |
| B. Metzler seel. Sohn & Co. AG | 79,565 | $6.93M | 0.06% | +68,000+588.0% | Added |
| Schroder Investment Management Group | 77,116 | $6.80M | 0.00% | +42,611+123.5% | Added |
| Davidson Capital Management Inc. | 77,776 | $6.77M | 1.08% | +1,263+1.7% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 76,689 | $6.68M | 0.01% | +76,689 | New |
| TCW Group Inc | 76,642 | $6.67M | 0.04% | +8,402+12.3% | Added |
| Exchange Traded Concepts, LLC | 76,168 | $6.63M | 0.03% | +28,192+58.8% | Added |
| Ambassador Advisors, LLC | 75,817 | $6.60M | 0.81% | +1,704+2.3% | Added |
| VMS Asset Management Limited | 75,375 | $6.56M | 2.08% | +75,375 | New |
| Ninety One SA (PTY) Ltd | 74,305 | $6.54M | 0.35% | +74,305 | New |
| CIBC Bancorp USA Inc. | 74,709 | $6.48M | 0.01% | −25,282−25.3% | Reduced |
| Voya Investment Management LLC | 74,383 | $6.47M | 0.01% | −1,970−2.6% | Reduced |
| Erste Asset Management GmbH | 72,000 | $6.47M | 0.05% | −9,000−11.1% | Reduced |
| Atria Investments LLC | 74,186 | $6.46M | 0.06% | −18,479−19.9% | Reduced |
| NEOS Investment Management LLC | 72,737 | $6.33M | 0.02% | +9,513+15.0% | Added |
| Rakuten Investment Management, Inc. | 71,579 | $6.31M | 0.02% | +5,483+8.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 72,598 | $6.31M | 0.03% | +2,532+3.6% | Added |
| The PNC Financial Services Group, Inc. | 72,477 | $6.31M | 0.00% | +15,381+26.9% | Added |
| Jupiter Asset Management Ltd | 72,246 | $6.29M | 0.03% | +72,246 | New |
| Epacria Capital Partners, LLC | 72,000 | $6.27M | 4.84% | 00.0% | Unchanged |
| Oppenheimer Asset Management Inc. | 71,640 | $6.24M | 0.06% | +23,744+49.6% | Added |