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 |
|---|---|---|---|---|---|
| American Investment Services, Inc. | 10,000 | $870.4K | 0.18% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 9,980 | $868.6K | 0.03% | +9+0.1% | Added |
| Philadelphia Investment Partners, LLC | 9,857 | $858.0K | 0.53% | −351−3.4% | Reduced |
| Blair William & Co | 9,853 | $857.6K | 0.00% | +5,404+121.5% | Added |
| Lake Hills Wealth Management, LLC | 9,832 | $855.8K | 0.39% | +9,832 | New |
| Apollon Wealth Management, LLC | 9,814 | $854.2K | 0.01% | +3,574+57.3% | Added |
| Advyzon Investment Management, LLC | 9,767 | $850.1K | 0.06% | +5,405+123.9% | Added |
| Keybank National Association | 9,767 | $850.1K | 0.00% | +5,592+133.9% | Added |
| Central Pacific Bank - Trust Division | 9,755 | $849.1K | 0.09% | +9,755 | New |
| Brevan Howard Capital Management LP | 9,713 | $845.4K | 0.01% | −104,233−91.5% | Reduced |
| R Squared Ltd | 9,662 | $841.0K | 0.44% | +9,662 | New |
| GAM Holding AG | 9,578 | $833.7K | 0.06% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 9,340 | $823.8K | 0.00% | +382+4.3% | Added |
| Ashton Thomas Securities, LLC | 8,736 | $820.8K | 0.12% | +3,496+66.7% | Added |
| Ameliora Wealth Management Ltd. | 9,352 | $814.0K | 0.24% | +100+1.1% | Added |
| Malaga Cove Capital, LLC | 9,304 | $809.8K | 0.26% | −976−9.5% | Reduced |
| Bullock Wealth Management Group | 8,679 | $809.3K | 0.35% | +3,393+64.2% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,289 | $808.5K | 0.01% | −44−0.5% | Reduced |
| Matrix Trust Co | 9,244 | $805.0K | 0.12% | −49−0.5% | Reduced |
| Park Capital Management, LLC | 9,230 | $803.4K | 0.47% | +310+3.5% | Added |
| Costello Asset Management, INC | 9,218 | $802.3K | 0.24% | +260+2.9% | Added |
| Merit Financial Group, LLC | 9,077 | $790.1K | 0.00% | −165−1.8% | Reduced |
| Studio Investment Management LLC | 9,064 | $788.9K | 0.13% | −543−5.7% | Reduced |
| Tema ETFs LLC | 9,050 | $787.7K | 0.03% | +870+10.6% | Added |
| Providence First Trust Co | 9,046 | $787.4K | 0.22% | +9,046 | New |
| Everpar Advisors LLC | 9,021 | $785.2K | 0.22% | −718−7.4% | Reduced |
| Fiduciary Trust Co | 8,904 | $775.0K | 0.01% | −977−9.9% | Reduced |
| Mission Wealth Management, LP | 8,858 | $771.0K | 0.01% | +868+10.9% | Added |
| Oppenheimer & Co Inc | 8,839 | $769.3K | 0.01% | −25,557−74.3% | Reduced |
| Formidable Asset Management, LLC | 8,826 | $768.2K | 0.12% | −4,000−31.2% | Reduced |
| Severin Investments, LLC | 8,813 | $767.1K | 0.58% | +657+8.1% | Added |
| ArrowMark Colorado Holdings LLC | 8,800 | $766.0K | 0.03% | 00.0% | Unchanged |
| Wedmont Private Capital | 8,125 | $764.5K | 0.02% | +735+9.9% | Added |
| Himension Fund | 8,758 | $762.3K | 0.05% | −2,738−23.8% | Reduced |
| BAM Wealth Management, LLC | 8,706 | $757.8K | 0.47% | −2,777−24.2% | Reduced |
| International Assets Investment Management, LLC | 8,116 | $756.8K | 0.05% | −262−3.1% | Reduced |
| Hanlon Investment Management, Inc. | 8,657 | $753.5K | 0.40% | −310−3.5% | Reduced |
| Silphium Asset Management Ltd | 8,417 | $732.6K | 0.25% | +870+11.5% | Added |
| Bartlett & Co. Wealth Management LLC | 8,328 | $724.9K | 0.01% | +70+0.8% | Added |
| Cambria Investment Management, L.P. | 8,278 | $720.5K | 0.04% | −163−1.9% | Reduced |
| Putney Financial Group LLC | 8,230 | $716.3K | 0.65% | −160−1.9% | Reduced |
| Alpine Woods Capital Investors, LLC | 8,227 | $716.1K | 0.16% | +8,227 | New |
| Bannerstone Capital Management, LLC | 8,119 | $706.6K | 0.59% | +20.0% | Added |
| Laird Norton Trust Company, LLC | 8,023 | $698.4K | 0.01% | +37+0.5% | Added |
| Venturi Wealth Management, LLC | 8,024 | $698.4K | 0.03% | −69−0.9% | Reduced |
| Roberts Glore & Co Inc | 7,997 | $696.1K | 0.17% | +7,997 | New |
| Thompson Siegel & Walmsley LLC | 8,000 | $696.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 7,888 | $686.6K | 0.02% | +497+6.7% | Added |
| Hantz Financial Services, Inc. | 7,860 | $684.0K | 0.01% | +173+2.3% | Added |
| Principal Securities, Inc. | 7,848 | $683.1K | 0.01% | −207−2.6% | Reduced |
| Prosperity Consulting Group, LLC | 7,796 | $678.6K | 0.03% | +3,247+71.4% | Added |
| L2 Asset Management, LLC | 7,721 | $672.0K | 0.07% | −16,494−68.1% | Reduced |
| Thrive Wealth Management, LLC | 7,711 | $671.2K | 0.09% | −721−8.6% | Reduced |
| Deltec Asset Management LLC | 7,630 | $664.1K | 0.10% | 00.0% | Unchanged |
| Formula Growth Ltd | 7,600 | $661.5K | 0.23% | +7,600 | New |
| Capstone Investment Advisors, LLC | 7,581 | $659.9K | 0.00% | +7,581 | New |
| HighPoint Advisor Group LLC | 7,562 | $658.2K | 0.02% | −276−3.5% | Reduced |
| Prelude Capital Management, LLC | 7,494 | $652.3K | 0.05% | +2,623+53.8% | Added |
| Great Lakes Advisors, LLC | 7,466 | $649.8K | 0.00% | −358−4.6% | Reduced |
| Glenmede Trust Co NA | 7,435 | $647.1K | 0.00% | +653+9.6% | Added |
| Siemens Fonds Invest GmbH | 7,421 | $645.9K | 0.03% | −282−3.7% | Reduced |
| Blackstone Group Inc. | 7,397 | $643.8K | 0.00% | +7,397 | New |
| Fisher Asset Management, LLC | 7,387 | $643.1K | 0.00% | −42−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 7,327 | $637.7K | 0.02% | +1,175+19.1% | Added |
| Lombard Odier Asset Management (USA) Corp | 7,283 | $633.9K | 0.57% | +3,783+108.1% | Added |
| Global Financial Private Client, LLC | 7,257 | $631.6K | 0.17% | +993+15.9% | Added |
| Impact Capital Partners LLC | 7,244 | $630.5K | 0.17% | −6,874−48.7% | Reduced |
| Bancreek Capital Management, LP | 7,238 | $630.0K | 2.38% | +7,238 | New |
| DRW Securities, LLC | 7,204 | $627.0K | 0.04% | −956−11.7% | Reduced |
| KG&L Capital Management,LLC | 7,113 | $619.1K | 0.37% | +3,868+119.2% | Added |
| Parallel Advisors, LLC | 7,071 | $615.5K | 0.01% | −688−8.9% | Reduced |
| Qtron Investments LLC | 7,041 | $612.8K | 0.08% | 00.0% | Unchanged |
| Compass Financial Management LLC | 7,024 | $612.0K | 0.07% | +7,024 | New |
| Wealth Alliance | 7,018 | $610.8K | 0.05% | −1,062−13.1% | Reduced |
| Ballentine Partners, LLC | 7,016 | $610.7K | 0.01% | +522+8.0% | Added |
| Custom Index Systems, LLC | 6,991 | $608.5K | 0.22% | +148+2.2% | Added |
| Allworth Financial LP | 6,968 | $606.5K | 0.00% | +988+16.5% | Added |
| HBK Sorce Advisory LLC | 6,806 | $604.0K | 0.01% | +1,871+37.9% | Added |
| Leuthold Group, LLC | 6,904 | $600.9K | 0.06% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 6,872 | $598.1K | 0.01% | +1,704+33.0% | Added |
| Skba Capital Management LLC | 6,872 | $598.1K | 0.10% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 6,867 | $597.7K | 0.10% | 00.0% | Unchanged |
| Heartland Advisors Inc | 6,839 | $595.3K | 0.03% | −1,653−19.5% | Reduced |
| Meyer Handelman Co | 6,800 | $591.9K | 0.02% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 6,779 | $590.0K | 0.42% | −259−3.7% | Reduced |
| Spirepoint Private Client, LLC | 6,732 | $585.9K | 0.05% | −95−1.4% | Reduced |
| Kornitzer Capital Management Inc | 6,725 | $585.3K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 6,716 | $584.6K | 0.03% | −382−5.4% | Reduced |
| Leonteq Securities AG | 6,582 | $572.9K | 0.03% | −14,553−68.9% | Reduced |
| Sienna Gestion | 6,386 | $569.5K | 0.03% | +6,386 | New |
| Blueshift Asset Management, LLC | 6,508 | $566.5K | 0.13% | +6,508 | New |
| Fragasso Group Inc. | 6,498 | $565.6K | 0.03% | −1,801−21.7% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 6,491 | $564.9K | 0.22% | +6,491 | New |
| Heritage Family Offices, LLP | 6,491 | $564.9K | 0.22% | −2,300−26.2% | Reduced |
| ABLE Financial Group, LLC | 6,480 | $564.0K | 0.09% | −1,380−17.6% | Reduced |
| Sagespring Wealth Partners, LLC | 6,477 | $563.8K | 0.01% | +228+3.6% | Added |
| 180 Wealth Advisors, LLC | 6,345 | $552.2K | 0.06% | +506+8.7% | Added |
| Matisse Capital | 6,300 | $548.4K | 0.22% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 6,221 | $541.5K | 0.00% | +3,152+102.7% | Added |
| Polymer Capital Management (US) LLC | 6,158 | $536.0K | 0.08% | +6,158 | New |