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
- 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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 33,162 | $2.89M | 0.00% | −559−1.7% | Reduced |
| Nisa Investment Advisors, LLC | 33,105 | $2.88M | 0.01% | +2,377+7.7% | Added |
| Element Squared LLC | 32,278 | $2.81M | 1.40% | +582+1.8% | Added |
| Nomura Holdings Inc | 32,173 | $2.80M | 0.01% | +20,538+176.5% | Added |
| Scotia Capital Inc. | 31,960 | $2.78M | 0.01% | −1,195−3.6% | Reduced |
| Vestcor Inc | 31,806 | $2.77M | 0.07% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 31,500 | $2.74M | 0.05% | 00.0% | Unchanged |
| Gardner Lewis Asset Management L P | 31,384 | $2.73M | 0.61% | −891−2.8% | Reduced |
| Fiduciary Family Office, LLC | 31,375 | $2.73M | 0.68% | −573−1.8% | Reduced |
| Norinchukin Bank, The | 31,250 | $2.72M | 0.03% | +2,927+10.3% | Added |
| Envestnet Portfolio Solutions, Inc. | 31,052 | $2.70M | 0.01% | +8,123+35.4% | Added |
| Standard Life Aberdeen plc | 30,946 | $2.69M | 0.00% | −4,081−11.7% | Reduced |
| Inspire Advisors, LLC | 30,461 | $2.65M | 0.18% | +1,266+4.3% | Added |
| Vontobel Holding Ltd. | 30,239 | $2.63M | 0.01% | −4,665−13.4% | Reduced |
| Investment House LLC | 29,900 | $2.60M | 0.12% | −1,875−5.9% | Reduced |
| M&T Bank Corp | 29,882 | $2.60M | 0.01% | −1,957−6.1% | Reduced |
| Saudi Central Bank | 29,621 | $2.58M | 0.03% | +13,182+80.2% | Added |
| Captrust Financial Advisors | 29,488 | $2.57M | 0.00% | −1,224−4.0% | Reduced |
| Dumont & Blake Investment Advisors LLC | 29,467 | $2.56M | 0.58% | −1,990−6.3% | Reduced |
| MUFG Securities EMEA plc | 29,439 | $2.56M | 0.03% | +11,165+61.1% | Added |
| Altshuler Shaham Ltd | 29,318 | $2.55M | 0.03% | +385+1.3% | Added |
| Gator Capital Management, LLC | 29,000 | $2.52M | 0.54% | −39,800−57.8% | Reduced |
| Vise Technologies, Inc. | 28,986 | $2.52M | 0.03% | +4,777+19.7% | Added |
| Coronation Fund Managers Ltd. | 28,844 | $2.51M | 0.10% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 28,841 | $2.51M | 0.01% | +28,841 | New |
| Sound View Wealth Advisors Group, LLC | 28,674 | $2.50M | 0.15% | +146+0.5% | Added |
| Spire Wealth Management | 28,641 | $2.49M | 0.08% | −1,816−6.0% | Reduced |
| Manchester Financial Inc | 28,659 | $2.49M | 0.44% | −654−2.2% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 28,516 | $2.48M | 0.91% | −63−0.2% | Reduced |
| Dakota Wealth Management | 28,506 | $2.48M | 0.05% | +28,506 | New |
| Landscape Capital Management, L.L.C. | 28,124 | $2.45M | 0.16% | +13,818+96.6% | Added |
| Quadrant Capital Group LLC | 28,012 | $2.44M | 0.07% | −646−2.3% | Reduced |
| Fairfield Financial Advisors, LTD | 27,665 | $2.41M | 0.95% | +17,260+165.9% | Added |
| Omers Administration Corp | 27,439 | $2.39M | 0.01% | −8,452−23.5% | Reduced |
| Brinker Capital Investments, LLC | 27,425 | $2.39M | 0.02% | −43,131−61.1% | Reduced |
| Kentucky Retirement Systems | 27,072 | $2.36M | 0.06% | +27,072 | New |
| Cumberland Partners Ltd | 26,880 | $2.34M | 0.15% | +26,880 | New |
| Sowell Financial Services LLC | 26,868 | $2.34M | 0.08% | +1,215+4.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 26,182 | $2.28M | 0.02% | +3,227+14.1% | Added |
| Pacific Capital Partners Ltd | 25,861 | $2.25M | 1.95% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 25,700 | $2.24M | 0.48% | −2,500−8.9% | Reduced |
| Jain Global LLC | 25,569 | $2.23M | 0.03% | −207,136−89.0% | Reduced |
| Titan Investment Solutions Ltd | 25,469 | $2.22M | 0.25% | +1,692+7.1% | Added |
| Everence Capital Management Inc | 25,416 | $2.21M | 0.12% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 25,371 | $2.21M | 0.06% | +25,371 | New |
| Centiva Capital, LP | 25,248 | $2.20M | 0.07% | +25,248 | New |
| Fideuram Asset Management (Ireland) dac | 23,293 | $2.18M | 0.04% | +23,293 | New |
| Walleye Trading LLC | 24,813 | $2.16M | 0.03% | +24,813 | New |
| Hartford Investment Management Co | 24,487 | $2.13M | 0.06% | −980−3.8% | Reduced |
| Jefferies Financial Group Inc. | 24,405 | $2.12M | 0.02% | −25,364−51.0% | Reduced |
| Aigen Investment Management, LP | 24,322 | $2.12M | 0.58% | +17,013+232.8% | Added |
| Kestra Investment Management, LLC | 24,280 | $2.11M | 0.04% | +4,403+22.2% | Added |
| Lido Advisors, LLC | 24,179 | $2.10M | 0.01% | +6,484+36.6% | Added |
| New Age Alpha Advisors, LLC | 24,138 | $2.10M | 0.09% | −511−2.1% | Reduced |
| Concurrent Investment Advisors, LLC | 24,085 | $2.10M | 0.02% | −3,558−12.9% | Reduced |
| Mariner, LLC | 23,767 | $2.07M | 0.00% | −28,250−54.3% | Reduced |
| Maryland State Retirement & Pension System | 23,694 | $2.06M | 0.04% | +2,312+10.8% | Added |
| Advisors Asset Management, Inc. | 23,691 | $2.06M | 0.03% | +511+2.2% | Added |
| Gsa Capital Partners LLP | 23,582 | $2.05M | 0.13% | +8,558+57.0% | Added |
| Abn Amro Investment Solutions | 23,440 | $2.04M | 0.02% | +7,263+44.9% | Added |
| Atomi Financial Group, Inc. | 23,429 | $2.04M | 0.05% | +454+2.0% | Added |
| Louisiana State Employees Retirement System | 22,800 | $1.98M | 0.03% | +100+0.4% | Added |
| Midwest Professional Planners, LTD. | 22,672 | $1.97M | 0.39% | +2,874+14.5% | Added |
| AG2R la Mondiale Gestion D'Actifs | 22,492 | $1.96M | 0.07% | +1,595+7.6% | Added |
| Ritholtz Wealth Management | 22,395 | $1.95M | 0.03% | +13,072+140.2% | Added |
| New Mexico Educational Retirement Board | 22,200 | $1.93M | 0.05% | +1,900+9.4% | Added |
| SRS Capital Advisors, Inc. | 22,108 | $1.92M | 0.01% | +20,681+1,449.3% | Added |
| Catalyst Funds Management Pty Ltd | 21,950 | $1.91M | 0.11% | +10,350+89.2% | Added |
| Mainstream Capital Management LLC | 21,923 | $1.91M | 1.15% | +109+0.5% | Added |
| Successful Portfolios LLC | 19,939 | $1.89M | 0.88% | −263−1.3% | Reduced |
| Fox Run Management, L.L.C. | 21,586 | $1.88M | 0.31% | +15,490+254.1% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 21,049 | $1.83M | 0.00% | +21,049 | New |
| GWM Advisors LLC | 21,042 | $1.83M | 0.01% | +6,058+40.4% | Added |
| Quantbot Technologies LP | 20,978 | $1.83M | 0.07% | +5,875+38.9% | Added |
| Smith Group Asset Management, LLC | 20,749 | $1.81M | 0.07% | +2,375+12.9% | Added |
| Highview Capital Management LLC | 20,547 | $1.79M | 0.51% | +20,547 | New |
| DJE Kapital AG | 17,737 | $1.79M | 0.03% | +17,737 | New |
| Monetta Financial Services Inc | 20,000 | $1.74M | 1.17% | 00.0% | Unchanged |
| Miura Global Management, LLC | 20,000 | $1.74M | 6.90% | 00.0% | Unchanged |
| Sphera Management Technology Funds Ltd | 20,000 | $1.74M | 0.61% | +20,000 | New |
| Chase Investment Counsel Corp | 20,000 | $1.74M | 0.37% | −10,000−33.3% | Reduced |
| Burney Co | 19,946 | $1.74M | 0.05% | +4,091+25.8% | Added |
| Fisher Funds Management LTD | 19,810 | $1.72M | 0.05% | 00.0% | Unchanged |
| Bridgeway Capital Management, LLC | 19,600 | $1.71M | 0.03% | −7,300−27.1% | Reduced |
| Arrow Capital Pty Ltd | 19,402 | $1.69M | 1.44% | +19,402 | New |
| Logan Capital Management Inc | 19,316 | $1.68M | 0.06% | +19,316 | New |
| Private Advisor Group, LLC | 19,273 | $1.68M | 0.01% | −6,334−24.7% | Reduced |
| TownSquare Capital, LLC | 19,170 | $1.67M | 0.31% | −150−0.8% | Reduced |
| Pullen Investment Management, LLC | 18,788 | $1.64M | 0.76% | −335−1.8% | Reduced |
| Thrivent Financial for Lutherans | 18,750 | $1.63M | 0.00% | −440−2.3% | Reduced |
| Western Financial Corp | 18,625 | $1.62M | 0.47% | −58−0.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 18,400 | $1.60M | 0.00% | +268+1.5% | Added |
| Canada Post Corp Registered Pension Plan | 18,370 | $1.60M | 0.06% | +6,600+56.1% | Added |
| Roundview Capital LLC | 18,348 | $1.60M | 0.09% | +6,939+60.8% | Added |
| Cross Staff Investments Inc | 18,311 | $1.59M | 0.95% | +30.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 18,302 | $1.59M | 0.04% | 00.0% | Unchanged |
| Aviso Financial Inc. | 18,293 | $1.59M | 0.06% | −821−4.3% | Reduced |
| Cresset Asset Management, LLC | 18,266 | $1.59M | 0.01% | −39,666−68.5% | Reduced |
| Mount Yale Investment Advisors, LLC | 18,189 | $1.58M | 0.03% | −375−2.0% | Reduced |
| Callan Family Office, LLC | 18,156 | $1.58M | 0.03% | +8,822+94.5% | Added |