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
Q3 2026 data is still coming in: 2 institutions have reported holding IBKR so far. See Q3 2026
- 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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 6,139 | $534.3K | 0.05% | +6,139 | New |
| Sykon Capital LLC | 6,042 | $525.9K | 0.16% | +6,042 | New |
| Interchange Capital Partners, LLC | 5,987 | $521.1K | 0.10% | +5,987 | New |
| Freestone Capital Holdings, LLC | 5,972 | $519.8K | 0.01% | +121+2.1% | Added |
| Citizens Financial Group Inc | 5,953 | $518.2K | 0.01% | +2,159+56.9% | Added |
| Advisor OS, LLC | 5,810 | $505.7K | 0.03% | −1,397−19.4% | Reduced |
| Stirlingshire Investments, Inc. | 5,771 | $502.3K | 0.37% | +5,771 | New |
| Fulton Bank, N.A. | 5,759 | $501.3K | 0.02% | −12−0.2% | Reduced |
| Fundamentun, LLC | 5,689 | $495.2K | 0.02% | −12−0.2% | Reduced |
| Marex Group plc | 5,602 | $487.6K | 0.00% | +5,602 | New |
| Leeward Financial Partners, LLC | 5,527 | $481.1K | 0.13% | −29−0.5% | Reduced |
| Independent Advisor Alliance | 5,494 | $478.2K | 0.01% | +365+7.1% | Added |
| Ponta Wealth Partners, LLC | 5,473 | $476.4K | 0.25% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 5,454 | $474.7K | 0.05% | −113−2.0% | Reduced |
| Commons Capital, LLC | 5,442 | $473.7K | 0.33% | +102+1.9% | Added |
| FourThought Financial Partners, LLC | 5,413 | $471.2K | 0.04% | −58−1.1% | Reduced |
| Visionary Horizons, LLC | 5,405 | $470.5K | 0.20% | −3,821−41.4% | Reduced |
| Brown Miller Wealth Management, LLC | 5,375 | $467.9K | 0.12% | +403+8.1% | Added |
| Raleigh Capital Management Inc. | 5,241 | $456.2K | 0.15% | −2,543−32.7% | Reduced |
| Oak Thistle LLC | 5,240 | $456.1K | 0.04% | +5,240 | New |
| Worldquant Millennium Advisors LLC | 5,171 | $450.1K | 0.00% | −354,824−98.6% | Reduced |
| Frec Markets, Inc. | 5,169 | $449.9K | 0.04% | +2,097+68.3% | Added |
| MAI Capital Management | 5,114 | $445.1K | 0.00% | −440−7.9% | Reduced |
| Ground Swell Capital, LLC | 5,026 | $437.5K | 0.47% | +5,026 | New |
| Edmond de Rothschild Holding S.A. | 5,008 | $435.9K | 0.01% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 4,997 | $435.0K | 0.19% | −515−9.3% | Reduced |
| Everhart Financial Group, Inc. | 4,976 | $433.1K | 0.03% | +1,785+55.9% | Added |
| Warren Averett Asset Management, LLC | 4,959 | $431.6K | 0.00% | +821+19.8% | Added |
| Signaturefd, LLC | 4,951 | $430.9K | 0.01% | +627+14.5% | Added |
| Ostrum Asset Management | 4,947 | $430.6K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4,912 | $427.6K | 0.13% | −2,129−30.2% | Reduced |
| Trust Asset Management LLC | 4,884 | $425.1K | 0.03% | 00.0% | Unchanged |
| Ramiah Investment Group | 4,870 | $423.9K | 0.32% | +4,870 | New |
| IHT Wealth Management, LLC | 4,865 | $423.5K | 0.01% | −976−16.7% | Reduced |
| Nemes Rush Group LLC | 4,859 | $422.9K | 0.03% | +136+2.9% | Added |
| Atticus Wealth Management, LLC | 4,829 | $420.3K | 0.10% | +60+1.3% | Added |
| Dockside LLC | 4,828 | $420.2K | 0.10% | +4,828 | New |
| V-Square Quantitative Management LLC | 4,827 | $420.1K | 0.04% | −977−16.8% | Reduced |
| Legacy Wealth Advisors, LLC | 4,803 | $418.1K | 0.18% | +49+1.0% | Added |
| Boothbay Fund Management, LLC | 4,795 | $417.4K | 0.01% | −65,081−93.1% | Reduced |
| Palisade Asset Management, LLC | 4,779 | $416.0K | 0.04% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 4,758 | $414.1K | 0.03% | −910−16.1% | Reduced |
| Syon Capital LLC | 4,751 | $413.5K | 0.02% | +259+5.8% | Added |
| American Trust | 4,731 | $411.8K | 0.03% | +20+0.4% | Added |
| Vinva Investment Management Ltd | 4,588 | $404.7K | 0.00% | −66,653−93.6% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 4,622 | $402.3K | 0.05% | +302+7.0% | Added |
| Chemistry Wealth Management LLC | 4,601 | $400.5K | 0.06% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Switzerland) SA | 4,600 | $400.4K | 0.01% | +200+4.5% | Added |
| Gryphon Financial Partners LLC | 4,572 | $397.9K | 0.04% | +13+0.3% | Added |
| Resurgent Financial Advisors LLC | 4,562 | $397.1K | 0.11% | +1,088+31.3% | Added |
| Revisor Wealth Management LLC | 4,532 | $394.5K | 0.09% | −1,639−26.6% | Reduced |
| Grandview Asset Management LLC | 4,522 | $393.5K | 0.10% | −124−2.7% | Reduced |
| AlphaGrep UK Ltd | 4,493 | $391.1K | 0.12% | +895+24.9% | Added |
| Aaron Wealth Advisors | 4,465 | $388.6K | 0.02% | −104−2.3% | Reduced |
| Aureus Asset Management, LLC | 4,414 | $384.2K | 0.02% | −1,625−26.9% | Reduced |
| DekaBank Deutsche Girozentrale | 6,043 | $383.0K | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 4,381 | $381.6K | 0.00% | −145−3.2% | Reduced |
| Valeo Financial Advisors, LLC | 4,344 | $378.1K | 0.01% | −151−3.4% | Reduced |
| Ausdal Financial Partners, Inc. | 4,324 | $376.4K | 0.01% | −109−2.5% | Reduced |
| Paragon Financial Partners, Inc. | 4,206 | $370.1K | 0.20% | +60+1.4% | Added |
| Index Technologies Group LLC | 4,209 | $366.4K | 0.29% | +115+2.8% | Added |
| Koshinski Asset Management, Inc. | 4,208 | $366.3K | 0.02% | −1,273−23.2% | Reduced |
| Vancity Investment Management Ltd | 4,208 | $366.0K | 0.05% | 00.0% | Unchanged |
| Assetmark, Inc | 4,204 | $365.9K | 0.00% | +366+9.5% | Added |
| Avestar Capital, LLC | 4,199 | $365.5K | 0.02% | +1,169+38.6% | Added |
| Wexford Capital LP | 4,192 | $364.9K | 0.05% | +4,192 | New |
| Prospera Financial Services Inc | 4,167 | $362.7K | 0.01% | +44+1.1% | Added |
| Meadowbrook Advisors Group, LLC | 4,150 | $361.2K | 0.19% | +98+2.4% | Added |
| Fidelis Capital Partners, LLC | 4,133 | $359.7K | 0.02% | −640−13.4% | Reduced |
| Permanent Capital Management, LP | 4,128 | $359.3K | 0.05% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 4,094 | $357.4K | 0.02% | +4,094 | New |
| Cigna Investments Inc | 4,098 | $356.0K | 0.05% | −90−2.1% | Reduced |
| Concentric Capital Strategies, LP | 4,071 | $354.3K | 0.02% | +4,071 | New |
| Hazlett, Burt & Watson, Inc. | 4,039 | $353.0K | 0.09% | −20.0% | Reduced |
| Profund Advisors LLC | 4,016 | $349.6K | 0.01% | −104−2.5% | Reduced |
| Fourth Dimension Wealth, LLC | 3,987 | $347.0K | 0.11% | +3,987 | New |
| CVA Family Office, LLC | 3,986 | $346.9K | 0.03% | +28+0.7% | Added |
| Citizens Business Bank | 3,984 | $346.8K | 0.05% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 3,968 | $345.4K | 0.04% | +118+3.1% | Added |
| Stephens Inc | 3,954 | $344.2K | 0.00% | −1,442−26.7% | Reduced |
| Sigma Planning Corp | 3,914 | $340.7K | 0.01% | +742+23.4% | Added |
| Stratos Wealth Partners, LTD. | 3,904 | $339.8K | 0.00% | +3,904 | New |
| Ameritas Investment Partners, Inc. | 3,828 | $333.2K | 0.01% | −158−4.0% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 3,824 | $332.9K | 0.09% | +767+25.1% | Added |
| Aviance Capital Partners, LLC | 3,820 | $332.5K | 0.03% | 00.0% | Unchanged |
| Norden Group LLC | 3,805 | $331.2K | 0.03% | +330+9.5% | Added |
| nVerses Capital, LLC | 3,801 | $330.8K | 0.51% | +3,801 | New |
| ISAM Funds (UK) Ltd | 3,800 | $330.8K | 0.23% | +3,800 | New |
| Insigneo Advisory Services, LLC | 3,779 | $328.9K | 0.01% | −723−16.1% | Reduced |
| Aspen Grove Capital, LLC | 3,751 | $326.5K | 0.05% | −210−5.3% | Reduced |
| Alps Advisors Inc | 3,707 | $322.7K | 0.00% | +3,707 | New |
| Indivisible Partners | 3,700 | $322.0K | 0.02% | +3,700 | New |
| Rehmann Capital Advisory Group | 3,658 | $318.7K | 0.01% | −30−0.8% | Reduced |
| LGT Fund Management Co Ltd. | 3,650 | $317.7K | 0.01% | 00.0% | Unchanged |
| Quantum Financial Partners LLC | 3,645 | $317.3K | 0.16% | +3,645 | New |
| HM Payson & Co | 3,605 | $313.8K | 0.00% | +1,294+56.0% | Added |
| Cornerstone Capital, Inc. | 3,600 | $313.3K | 0.03% | 00.0% | Unchanged |
| Net Worth Advisory Group | 3,589 | $312.4K | 0.08% | −241−6.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,585 | $312.0K | 0.00% | +3,585 | New |
| Parallax Volatility Advisers, L.P. | 3,584 | $312.0K | 0.01% | +3,583+358,300.0% | Added |