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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | 71,292 | $6.21M | 0.02% | +1,977+2.9% | Added |
| Nordea Investment Management AB | 68,385 | $6.10M | 0.00% | −12,752−15.7% | Reduced |
| Ossiam | 69,081 | $6.01M | 0.08% | +66,627+2,715.0% | Added |
| SummitTX Capital, L.P. | 67,995 | $5.92M | 0.16% | +1,464+2.2% | Added |
| Utah Retirement Systems | 65,929 | $5.74M | 0.05% | −3,692−5.3% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 65,092 | $5.67M | 0.04% | −1,100−1.7% | Reduced |
| Renaissance Technologies LLC | 63,900 | $5.56M | 0.01% | −397,800−86.2% | Reduced |
| British Columbia Investment Management Corp | 63,425 | $5.52M | 0.03% | +2,035+3.3% | Added |
| Stanley-Laman Group, Ltd. | 62,757 | $5.46M | 0.55% | −1,263−2.0% | Reduced |
| New York Life Investment Management LLC | 62,198 | $5.41M | 0.04% | +175+0.3% | Added |
| Left Brain Wealth Management, LLC | 61,984 | $5.40M | 1.63% | +19,529+46.0% | Added |
| Union Bancaire Privee, UBP SA | 75,375 | $5.38M | 0.08% | +75,375 | New |
| Ninety One North America, Inc. | 60,896 | $5.30M | 0.25% | +60,896 | New |
| S&CO Inc | 60,130 | $5.23M | 0.30% | −2,950−4.7% | Reduced |
| Fulcrum Asset Management LLP | 58,186 | $5.13M | 0.51% | −11,227−16.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,726 | $5.02M | 0.01% | −277,216−82.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 57,585 | $5.01M | 0.05% | −95−0.2% | Reduced |
| Nissay Asset Management Corp | 57,106 | $4.97M | 0.02% | −838−1.4% | Reduced |
| Sanctuary Advisors, LLC | 56,179 | $4.89M | 0.02% | −18,026−24.3% | Reduced |
| CX Institutional | 56,042 | $4.88M | 0.14% | +1,182+2.2% | Added |
| Oregon Public Employees Retirement Fund | 54,833 | $4.77M | 0.05% | +3,757+7.4% | Added |
| Horizon Investments, LLC | 54,576 | $4.75M | 0.05% | +7,320+15.5% | Added |
| Kennondale Capital Management LLC | 54,373 | $4.73M | 3.15% | 00.0% | Unchanged |
| EULAV Asset Management | 54,160 | $4.71M | 0.15% | −3,000−5.2% | Reduced |
| Freedom Day Solutions, LLC | 53,887 | $4.69M | 1.04% | −2,170−3.9% | Reduced |
| Hedeker Wealth, LLC | 53,785 | $4.68M | 0.89% | −4,256−7.3% | Reduced |
| Swiss Life Asset Management Ltd | 53,634 | $4.67M | 0.02% | +2,566+5.0% | Added |
| Stonebridge Financial Group, LLC | 53,458 | $4.65M | 0.64% | +53,458 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 53,130 | $4.63M | 0.01% | −1,660−3.0% | Reduced |
| Ci Investments Inc. | 52,646 | $4.58M | 0.01% | +37,837+255.5% | Added |
| Illumine Investment Management, LLC | 0 | $4.56M | 2.97% | −53,459−100.0% | Reduced |
| Guggenheim Capital LLC | 52,367 | $4.56M | 0.03% | +27,725+112.5% | Added |
| Trexquant Investment LP | 52,300 | $4.55M | 0.03% | −171,327−76.6% | Reduced |
| JustInvest LLC | 51,842 | $4.51M | 0.04% | +2,286+4.6% | Added |
| Maltese Capital Management LLC | 51,700 | $4.50M | 0.82% | +51,700 | New |
| Gillson Capital LP | 51,500 | $4.48M | 0.26% | +51,500 | New |
| Spahn Wealth & Retirement LLC | 51,442 | $4.48M | 2.88% | +780+1.5% | Added |
| Mercer Global Advisors Inc | 51,341 | $4.47M | 0.01% | +988+2.0% | Added |
| Pathstone Holdings, LLC | 50,794 | $4.42M | 0.01% | −4,629−8.4% | Reduced |
| Baird Financial Group, Inc. | 50,337 | $4.38M | 0.01% | −415−0.8% | Reduced |
| Axecap Investments, LLC | 50,155 | $4.37M | 2.41% | +50,155 | New |
| Northwest Bancshares, Inc. | 49,702 | $4.33M | 0.78% | −5,028−9.2% | Reduced |
| Blackhawk Capital Partners LLC. | 49,678 | $4.32M | 1.41% | −1,675−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 49,081 | $4.27M | 0.02% | +49,081 | New |
| Arkfeld Wealth Strategies, L.L.C. | 43,970 | $4.22M | 1.26% | −406−0.9% | Reduced |
| State of Wyoming | 48,106 | $4.19M | 0.42% | −1,081−2.2% | Reduced |
| Convergence Investment Partners, LLC | 47,879 | $4.17M | 0.40% | +17,831+59.3% | Added |
| Royal London Asset Management Ltd | 47,704 | $4.15M | 0.01% | +25,045+110.5% | Added |
| OP Asset Management Ltd | 47,616 | $4.14M | 0.04% | +1,686+3.7% | Added |
| MML Investors Services, LLC | 47,189 | $4.11M | 0.01% | −14,850−23.9% | Reduced |
| Mutual of America Capital Management LLC | 45,860 | $3.99M | 0.04% | −1,513−3.2% | Reduced |
| US Bancorp | 45,693 | $3.98M | 0.00% | +727+1.6% | Added |
| Axq Capital, LP | 45,065 | $3.92M | 0.43% | +18,499+69.6% | Added |
| Insight Wealth Strategies, LLC | 42,061 | $3.92M | 0.38% | −1,833−4.2% | Reduced |
| Pacer Advisors, Inc. | 45,016 | $3.92M | 0.01% | +22,744+102.1% | Added |
| Havemeyer Place LP | 44,640 | $3.89M | 0.38% | +21,476+92.7% | Added |
| Numerai GP LLC | 43,972 | $3.83M | 0.31% | −16,474−27.3% | Reduced |
| Uncommon Cents Investing LLC | 43,765 | $3.81M | 0.83% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 43,650 | $3.80M | 0.04% | −487−1.1% | Reduced |
| Anderson Hoagland & Co | 43,456 | $3.78M | 0.30% | 00.0% | Unchanged |
| Davenport & Co LLC | 42,824 | $3.73M | 0.02% | −2,471−5.5% | Reduced |
| Bridgewater Associates, LP | 42,076 | $3.66M | 0.02% | −30,261−41.8% | Reduced |
| WBI Investments | 41,861 | $3.64M | 0.90% | +13,009+45.1% | Added |
| Eurizon Capital SGR S.p.A. | 41,660 | $3.63M | 0.01% | −3,304−7.3% | Reduced |
| Cim, LLC | 41,478 | $3.61M | 0.47% | +20.0% | Added |
| Candriam Luxembourg S.C.A. | 41,479 | $3.61M | 0.02% | +7,158+20.9% | Added |
| Central Trust Co | 41,426 | $3.61M | 0.07% | +2,511+6.5% | Added |
| Kestra Advisory Services, LLC | 41,403 | $3.60M | 0.01% | −6,379−13.4% | Reduced |
| Campbell & CO Investment Adviser LLC | 41,050 | $3.57M | 0.19% | +41,050 | New |
| Allstate Corp | 40,644 | $3.54M | 0.04% | −15,722−27.9% | Reduced |
| Yousif Capital Management, LLC | 40,562 | $3.53M | 0.04% | −2,296−5.4% | Reduced |
| Silver Oak Securities, Inc | 40,417 | $3.52M | 0.21% | −2,040−4.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,389 | $3.52M | 0.01% | −2,832−7.0% | Reduced |
| Griffin Asset Management, Inc. | 40,284 | $3.51M | 0.37% | 00.0% | Unchanged |
| Macquarie Group Ltd | 40,135 | $3.49M | 0.02% | +4,229+11.8% | Added |
| ION Fund Management Ltd | 40,000 | $3.48M | 0.41% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 39,698 | $3.46M | 0.00% | −8,046−16.9% | Reduced |
| Colony Group, LLC | 39,565 | $3.44M | 0.00% | +4,247+12.0% | Added |
| Arkadios Wealth Advisors | 39,450 | $3.43M | 0.05% | −3,963−9.1% | Reduced |
| Ethic Inc. | 39,402 | $3.43M | 0.04% | −3,747−8.7% | Reduced |
| Endure Capital Management, LLC | 39,200 | $3.41M | 2.22% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 37,437 | $3.40M | 0.25% | +2,332+6.6% | Added |
| Empowered Funds, LLC | 38,305 | $3.33M | 0.02% | +7,579+24.7% | Added |
| Value Partners Investments Inc. | 36,757 | $3.19M | 0.22% | −8,036−17.9% | Reduced |
| TD Private Client Wealth LLC | 36,376 | $3.17M | 0.06% | −8,925−19.7% | Reduced |
| Sumitomo Life Insurance Co | 36,310 | $3.16M | 0.05% | −14,272−28.2% | Reduced |
| Moore Capital Management, LP | 35,803 | $3.12M | 0.07% | +6,777+23.3% | Added |
| Independent Solutions Wealth Management, LLC | 35,771 | $3.11M | 0.41% | −1,527−4.1% | Reduced |
| Sciencast Management LP | 35,746 | $3.11M | 0.64% | +8,019+28.9% | Added |
| Advisory Services Network, LLC | 35,488 | $3.09M | 0.04% | +3,581+11.2% | Added |
| Virtue Capital Management, LLC | 35,315 | $3.07M | 0.41% | +5,871+19.9% | Added |
| Mizuho Securities USA LLC | 34,876 | $3.04M | 0.05% | +7,952+29.5% | Added |
| Harfst & Associates, Inc. | 34,791 | $3.03M | 0.47% | +638+1.9% | Added |
| Quadrature Capital Ltd | 34,588 | $3.01M | 0.03% | +18,100+109.8% | Added |
| Teachers Retirement System of the State of Kentucky | 34,301 | $2.98M | 0.02% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 34,186 | $2.98M | 0.11% | +26,572+349.0% | Added |
| Swedbank AB | 34,080 | $2.97M | 0.00% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 33,887 | $2.95M | 0.06% | −538−1.6% | Reduced |
| Gladstone Institutional Advisory LLC | 33,723 | $2.94M | 0.09% | +2,036+6.4% | Added |
| Hanseatic Management Services Inc | 33,210 | $2.89M | 2.13% | +1,793+5.7% | Added |