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 |
|---|---|---|---|---|---|
| NWF Advisory Services Inc. | 17,982 | $1.57M | 0.15% | −851−4.5% | Reduced |
| Voleon Capital Management LP | 17,958 | $1.56M | 0.03% | +5,303+41.9% | Added |
| We Are One Seven, LLC | 17,933 | $1.56M | 0.03% | +644+3.7% | Added |
| Kestra Private Wealth Services, LLC | 17,905 | $1.56M | 0.02% | +8,247+85.4% | Added |
| Private Advisory Group LLC | 17,826 | $1.55M | 0.09% | +3,547+24.8% | Added |
| Morse Asset Management, Inc | 17,823 | $1.55M | 0.26% | +6,214+53.5% | Added |
| Tower Research Capital LLC (TRC) | 17,777 | $1.55M | 0.04% | −10,556−37.3% | Reduced |
| Evergreen Capital Management LLC | 17,672 | $1.54M | 0.03% | +219+1.3% | Added |
| MBM Wealth Consultants, LLC | 17,492 | $1.52M | 0.29% | +1,372+8.5% | Added |
| PFG Advisors | 17,408 | $1.52M | 0.08% | +2,968+20.6% | Added |
| Aspire Private Capital, LLC | 17,243 | $1.50M | 0.31% | −5,883−25.4% | Reduced |
| Lecap Asset Management Ltd | 16,984 | $1.48M | 0.63% | −23,667−58.2% | Reduced |
| Two Sigma Securities, LLC | 16,633 | $1.45M | 0.12% | −3,777−18.5% | Reduced |
| TriaGen Wealth Management LLC | 16,528 | $1.44M | 0.36% | +16,528 | New |
| Gamco Investors, Inc. Et Al | 16,475 | $1.43M | 0.01% | −1,000−5.7% | Reduced |
| Change Path, LLC | 16,365 | $1.42M | 0.03% | −4,248−20.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 16,332 | $1.42M | 0.06% | −523−3.1% | Reduced |
| Novem Group | 16,196 | $1.41M | 0.14% | +16,196 | New |
| AE Wealth Management LLC | 16,014 | $1.39M | 0.01% | −3,677−18.7% | Reduced |
| SkyView Investment Advisors, LLC | 16,000 | $1.39M | 1.09% | −110,074−87.3% | Reduced |
| Banque Cantonale Vaudoise | 15,924 | $1.39M | 0.05% | +7,760+95.1% | Added |
| Delta Investment Management, LLC | 15,901 | $1.38M | 0.23% | +1,026+6.9% | Added |
| Benjamin Edwards Inc | 15,788 | $1.37M | 0.01% | +620+4.1% | Added |
| Wright Investors Service Inc | 15,482 | $1.35M | 0.37% | +6,167+66.2% | Added |
| Rockefeller Capital Management L.P. | 15,265 | $1.33M | 0.00% | −3,047−16.6% | Reduced |
| Sterling Capital Management LLC | 15,101 | $1.31M | 0.02% | +13,784+1,046.6% | Added |
| Summit Financial, LLC | 14,889 | $1.30M | 0.01% | +666+4.7% | Added |
| Coerente Capital Management | 14,840 | $1.29M | 0.24% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 14,833 | $1.29M | 0.01% | +1,249+9.2% | Added |
| Park Avenue Securities LLC | 14,828 | $1.29M | 0.01% | +1,020+7.4% | Added |
| Straightline Group LLC | 14,821 | $1.29M | 0.61% | +1,598+12.1% | Added |
| Brown Advisory Inc | 14,788 | $1.29M | 0.00% | −356−2.4% | Reduced |
| Equitable Holdings, Inc. | 14,544 | $1.27M | 0.01% | −484−3.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 14,519 | $1.26M | 0.07% | −33,731−69.9% | Reduced |
| GAMMA Investing LLC | 14,396 | $1.25M | 0.05% | +1,688+13.3% | Added |
| Sequoia Financial Advisors, LLC | 14,304 | $1.25M | 0.01% | +3,966+38.4% | Added |
| Northwestern Mutual Investment Management Company, LLC | 14,283 | $1.24M | 0.01% | +33+0.2% | Added |
| Martingale Asset Management L P | 14,272 | $1.24M | 0.03% | −19,433−57.7% | Reduced |
| Coldstream Capital Management Inc | 14,180 | $1.23M | 0.02% | +280+2.0% | Added |
| Csenge Advisory Group | 14,102 | $1.23M | 0.05% | −5,735−28.9% | Reduced |
| Yarbrough Capital, LLC | 13,962 | $1.22M | 0.04% | −147−1.0% | Reduced |
| Caldwell Investment Management Ltd. | 13,900 | $1.21M | 0.79% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 13,881 | $1.21M | 0.11% | −13,838−49.9% | Reduced |
| Osmosis Investment Management UK Ltd | 13,756 | $1.20M | 0.06% | −15,300−52.7% | Reduced |
| VestGen Advisors, LLC | 13,636 | $1.19M | 0.03% | −137−1.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 13,466 | $1.17M | 0.00% | −1,651−10.9% | Reduced |
| MUFG Securities Americas Inc. | 13,418 | $1.17M | 0.06% | +1,095+8.9% | Added |
| PFG Investments, LLC | 13,361 | $1.16M | 0.05% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 13,335 | $1.16M | 0.01% | −10,953−45.1% | Reduced |
| Van Eck Associates Corp | 13,236 | $1.15M | 0.00% | −21,778−62.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 13,174 | $1.15M | 0.02% | +632+5.0% | Added |
| Prudential PLC | 13,091 | $1.14M | 0.01% | +4,679+55.6% | Added |
| HB Wealth Management, LLC | 13,075 | $1.14M | 0.01% | +702+5.7% | Added |
| Crossmark Global Holdings, Inc. | 12,999 | $1.13M | 0.01% | −46,341−78.1% | Reduced |
| Navellier & Associates Inc | 12,807 | $1.11M | 0.09% | +1,903+17.5% | Added |
| North Dakota State Investment Board | 12,751 | $1.11M | 0.05% | +356+2.9% | Added |
| Brown Brothers Harriman & Co | 12,681 | $1.10M | 0.00% | +4,197+49.5% | Added |
| Pittenger & Anderson Inc | 12,565 | $1.09M | 0.04% | +12,565 | New |
| Tokio Marine Asset Management Co Ltd | 12,534 | $1.09M | 0.03% | +12,534 | New |
| Quinn Opportunity Partners LLC | 12,500 | $1.09M | 0.05% | −79,500−86.4% | Reduced |
| Owls Nest Partners IA, LLC | 12,500 | $1.09M | 0.35% | 00.0% | Unchanged |
| Yorktown Management & Research Co Inc | 12,400 | $1.08M | 0.66% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 11,865 | $1.07M | 0.04% | −145−1.2% | Reduced |
| Wellspring Financial Advisors, LLC | 12,305 | $1.07M | 0.07% | −20−0.2% | Reduced |
| Axxcess Wealth Management, LLC | 12,180 | $1.06M | 0.02% | +1,965+19.2% | Added |
| Pitcairn Wealth Advisors LLC | 12,152 | $1.06M | 0.12% | −256−2.1% | Reduced |
| Penserra Capital Management LLC | 12,118 | $1.05M | 0.01% | +9,703+401.8% | Added |
| NBC Securities, Inc. | 12,109 | $1.05M | 0.07% | −625−4.9% | Reduced |
| Avanza Fonder AB | 12,093 | $1.05M | 0.02% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 14,125 | $1.05M | 0.01% | −15,800−52.8% | Reduced |
| Inceptionr LLC | 11,934 | $1.04M | 0.26% | −3,635−23.3% | Reduced |
| Groupama Asset Managment | 11,437 | $1.01M | 0.01% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 11,462 | $997.7K | 0.11% | +2,729+31.2% | Added |
| Caitlin John, LLC | 11,337 | $986.8K | 0.54% | +11,234+10,906.8% | Added |
| Intech Investment Management LLC | 11,313 | $984.7K | 0.01% | +4,547+67.2% | Added |
| Precision Wealth Strategies, LLC | 11,266 | $980.6K | 0.30% | −4,252−27.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 11,234 | $977.8K | 0.06% | −51−0.5% | Reduced |
| Petra Financial Advisors Inc | 11,199 | $974.8K | 0.45% | +846+8.2% | Added |
| E. Ohman J:or Asset Management AB | 11,195 | $974.4K | 0.02% | 00.0% | Unchanged |
| LVW Advisors, LLC | 11,086 | $964.9K | 0.08% | −2,375−17.6% | Reduced |
| IMC-Chicago, LLC | 11,066 | $963.2K | 0.01% | −24,087−68.5% | Reduced |
| Eagle Strategies LLC | 10,911 | $949.7K | 0.09% | −6,186−36.2% | Reduced |
| Strategic Investment Advisors | 10,907 | $949.4K | 0.06% | −2,442−18.3% | Reduced |
| Baader Bank INC | 10,764 | $936.9K | 0.08% | −1,491−12.2% | Reduced |
| Fayez Sarofim & Co | 10,736 | $934.5K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 10,636 | $925.8K | 0.02% | −1,994−15.8% | Reduced |
| United Capital Financial Advisers, LLC | 10,585 | $921.3K | 0.01% | +141+1.4% | Added |
| Simplicity Wealth,LLC | 10,584 | $921.2K | 0.03% | +5,122+93.8% | Added |
| NLB Skladi, upravljanje premozenja, d.o.o. | 10,581 | $921.0K | 0.03% | −596−5.3% | Reduced |
| Farther Finance Advisors, LLC | 10,562 | $919.5K | 0.01% | +3,490+49.3% | Added |
| Algert Global LLC | 10,550 | $918.3K | 0.01% | +10,550 | New |
| Measured Wealth Private Client Group, LLC | 10,538 | $917.2K | 0.22% | −370−3.4% | Reduced |
| CAPROCK Group, Inc. | 10,384 | $903.8K | 0.02% | +30.0% | Added |
| Summit Trail Advisors, LLC | 10,249 | $892.1K | 0.01% | +234+2.3% | Added |
| Crewe Advisors LLC | 10,232 | $890.6K | 0.06% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,196 | $887.5K | 0.13% | +10,196 | New |
| Harvest Fund Management Co., Ltd | 10,186 | $887.0K | 0.03% | 00.0% | Unchanged |
| Gateway Investment Advisers LLC | 10,134 | $882.1K | 0.01% | +1,943+23.7% | Added |
| Bleakley Financial Group, LLC | 10,030 | $873.0K | 0.01% | −893−8.2% | Reduced |
| Global Retirement Partners, LLC | 10,018 | $872.0K | 0.01% | +10,018 | New |