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 |
|---|---|---|---|---|---|
| Ninepoint Partners LP | 3,562 | $310.0K | 0.03% | +3,562 | New |
| Meadow Creek Wealth Advisors LLC | 3,528 | $307.1K | 0.19% | −446−11.2% | Reduced |
| City National Bank of Florida | 3,524 | $306.7K | 0.13% | −1,171−24.9% | Reduced |
| Facet Wealth, Inc. | 3,464 | $301.5K | 0.00% | +277+8.7% | Added |
| Wedbush Securities Inc | 3,440 | $299.0K | 0.01% | −203−5.6% | Reduced |
| Perigon Wealth Management, LLC | 3,422 | $297.8K | 0.00% | +146+4.5% | Added |
| Eagle Bay Advisors LLC | 3,375 | $293.8K | 0.22% | −230−6.4% | Reduced |
| Checchi Capital Advisers, LLC | 3,358 | $292.3K | 0.02% | +63+1.9% | Added |
| Carnegie Capital Asset Management, LLC | 3,297 | $287.0K | 0.01% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 3,269 | $284.5K | 0.03% | −195−5.6% | Reduced |
| Crestwood Advisors Group LLC | 3,263 | $284.0K | 0.00% | +3,263 | New |
| Robinson Smith Wealth Advisors LLC | 3,220 | $280.3K | 0.17% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3,200 | $278.5K | 0.25% | 00.0% | Unchanged |
| Shelton Capital Management | 3,162 | $275.2K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 3,160 | $275.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3,152 | $274.4K | 0.01% | −7,043−69.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 2,879 | $272.3K | 0.01% | −139−4.6% | Reduced |
| Plan A Wealth LLC | 3,111 | $270.8K | 0.12% | +3,111 | New |
| Clearstead Advisors, LLC | 3,083 | $268.3K | 0.00% | +206+7.2% | Added |
| Snowden Capital Advisors LLC | 3,070 | $267.2K | 0.01% | +3,070 | New |
| Miracle Mile Advisors, LLC | 3,069 | $267.1K | 0.00% | +3,069 | New |
| Savant Capital, LLC | 3,012 | $264.1K | 0.00% | +3,012 | New |
| Mutual Advisors, LLC | 3,020 | $262.9K | 0.00% | +3,020 | New |
| Legacy Financial Advisors, Inc. | 3,012 | $262.2K | 0.03% | −62−2.0% | Reduced |
| Great Valley Advisor Group, Inc. | 3,011 | $262.1K | 0.00% | +3,011 | New |
| Americana Partners, LLC | 3,003 | $261.4K | 0.01% | +3,003 | New |
| Patten Group, Inc. | 3,000 | $261.1K | 0.04% | −114−3.7% | Reduced |
| Caption Management, LLC | 3,000 | $261.1K | 0.01% | +3,000 | New |
| Modern Wealth Management, LLC | 2,985 | $259.8K | 0.00% | +2,985 | New |
| Dorsey & Whitney Trust CO LLC | 2,973 | $258.8K | 0.01% | +2,973 | New |
| Twinbeech Capital LP | 2,973 | $258.8K | 0.05% | −2,040−40.7% | Reduced |
| First International Bank of Israel Ltd. | 2,973 | $258.8K | 0.07% | +2,973 | New |
| Forty-three Eighteen Advisors, LLC | 2,945 | $256.3K | 0.17% | +2,945 | New |
| MJP Associates Inc | 2,917 | $253.9K | 0.03% | +2,917 | New |
| Pavion Blue Capital, LLC | 2,896 | $252.1K | 0.10% | +2,896 | New |
| IFP Advisors, Inc | 2,875 | $250.2K | 0.00% | +5+0.2% | Added |
| GeoWealth Management, LLC | 2,873 | $250.0K | 0.01% | −229−7.4% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 2,857 | $248.7K | 0.06% | −159−5.3% | Reduced |
| AlphaCore Capital LLC | 2,846 | $247.8K | 0.00% | +2,846 | New |
| KDT Advisors, LLC | 2,840 | $247.2K | 0.34% | +2,840 | New |
| Teacher Retirement System of Texas | 2,839 | $247.1K | 0.00% | −3,802−57.3% | Reduced |
| National Asset Management, Inc. | 2,799 | $246.9K | 0.01% | +2,799 | New |
| Argent Trust Co | 2,836 | $246.8K | 0.01% | +2,836 | New |
| Oversea-Chinese Banking CORP Ltd | 2,823 | $245.7K | 0.01% | +2,823 | New |
| Savvy Advisors, Inc. | 2,819 | $245.4K | 0.01% | +2,819 | New |
| Strategy Asset Managers LLC | 2,789 | $242.8K | 0.04% | +2,789 | New |
| Bull Harbor Capital LLC | 2,786 | $242.5K | 0.05% | +2,786 | New |
| Quent Capital, LLC | 2,777 | $241.7K | 0.01% | +50+1.8% | Added |
| Aster Capital Management (DIFC) Ltd | 2,761 | $240.3K | 0.05% | +2,761 | New |
| Wulff, Hansen & Co. | 2,760 | $240.2K | 0.18% | +2,760 | New |
| Flynn Zito Capital Management, LLC | 2,753 | $239.6K | 0.07% | +2,753 | New |
| McAdam, LLC | 2,739 | $238.4K | 0.01% | +2,739 | New |
| Lowe Brockenbrough & Co Inc | 2,724 | $237.1K | 0.01% | +2,724 | New |
| Diametric Capital, LP | 2,705 | $235.4K | 0.03% | +2,705 | New |
| Anchor Investment Management, LLC | 2,702 | $235.2K | 0.02% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,700 | $235.0K | 0.02% | +2,700 | New |
| Keebeck Wealth Management, LLC | 2,693 | $234.4K | 0.02% | +2,693 | New |
| Oxford Asset Management LLP | 2,686 | $233.8K | 0.11% | −4,591−63.1% | Reduced |
| Vann Equity Management LLC | 2,676 | $232.9K | 0.14% | +2,676 | New |
| Old National Bancorp | 2,670 | $232.4K | 0.00% | +2,670 | New |
| Colonial River Wealth Management, LLC | 2,655 | $231.1K | 0.07% | +2,655 | New |
| Jump Financial, LLC | 2,640 | $229.8K | 0.00% | −134,148−98.1% | Reduced |
| MQS Management LLC | 2,635 | $229.3K | 0.28% | +2,635 | New |
| Benchmark Financial Wealth Advisors, LLC | 2,623 | $228.3K | 0.06% | +2,623 | New |
| Range Advisory, LLC | 2,614 | $227.5K | 0.03% | +2,614 | New |
| Founders Financial Alliance, LLC | 2,612 | $227.3K | 0.03% | +2,612 | New |
| Abel Hall, LLC | 2,600 | $226.3K | 0.04% | +2,600 | New |
| Entropy Technologies, LP | 2,592 | $225.6K | 0.01% | +2,592 | New |
| Alphadyne Asset Management LP | 2,582 | $224.7K | 0.01% | +2,582 | New |
| Storgate, LLC | 2,568 | $223.5K | 0.05% | +2,568 | New |
| Curated Wealth Partners LLC | 2,539 | $221.0K | 0.03% | −669−20.9% | Reduced |
| Essex Financial Services, Inc. | 2,539 | $221.0K | 0.01% | +2,539 | New |
| StoneX Group Inc. | 2,516 | $219.0K | 0.01% | +2,516 | New |
| United Community Bank | 2,515 | $218.9K | 0.07% | +10+0.4% | Added |
| GHP Investment Advisors, Inc. | 2,501 | $217.7K | 0.01% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 2,496 | $217.3K | 0.05% | +2,496 | New |
| Greenline Wealth Management LLC | 2,475 | $215.4K | 0.18% | +2,475 | New |
| Retirement Planning Group | 2,469 | $214.9K | 0.01% | +2,469 | New |
| WealthPlan Investment Management, LLC | 2,468 | $214.8K | 0.01% | +2,468 | New |
| Tower Wealth Partners, Inc. | 2,458 | $213.9K | 0.11% | +2,458 | New |
| Sapient Capital LLC | 2,456 | $213.8K | 0.00% | +2,456 | New |
| Cooper Financial Group | 2,440 | $212.4K | 0.02% | +2,440 | New |
| Empirical Asset Management, LLC | 2,433 | $211.8K | 0.05% | +2,433 | New |
| Farringdon Capital, Ltd. | 2,429 | $211.4K | 0.10% | +2,429 | New |
| Kovitz Investment Group Partners, LLC | 2,428 | $211.3K | 0.00% | +2,428 | New |
| KLCM Advisors, Inc. | 2,416 | $210.3K | 0.02% | +2,416 | New |
| Foronjy Financial LLC | 2,412 | $210.0K | 0.08% | +2,412 | New |
| Greenspring Advisors, LLC | 2,399 | $208.8K | 0.01% | +2,399 | New |
| Capital Asset Advisory Services LLC | 2,398 | $208.7K | 0.01% | −72−2.9% | Reduced |
| Connecticut Wealth Management, LLC | 2,386 | $207.7K | 0.01% | +2,386 | New |
| Genesis Private Wealth, LLC | 2,358 | $205.2K | 0.06% | −693−22.7% | Reduced |
| Huntington National Bank | 2,357 | $205.2K | 0.00% | +248+11.8% | Added |
| Independent Financial Group, LLC | 2,340 | $203.7K | 0.00% | −7,620−76.5% | Reduced |
| Florida Financial Advisors, LLC | 2,337 | $203.5K | 0.03% | −28,851−92.5% | Reduced |
| Greenleaf Trust | 2,316 | $201.6K | 0.00% | +2,316 | New |
| M1 Capital Management LLC | 2,300 | $200.2K | 0.07% | +2,300 | New |
| Northwest & Ethical Investments L.P. | 2,232 | $196.9K | 0.00% | −3,675−62.2% | Reduced |
| Larson Financial Group LLC | 2,211 | $192.4K | 0.01% | +200+9.9% | Added |
| Versant Capital Management, Inc | 2,138 | $186.1K | 0.02% | −385−15.3% | Reduced |
| Volterra Technologies LP | 2,018 | $175.6K | 0.11% | −6,728−76.9% | Reduced |