Interactive Brokers Group, Inc.

IBKR • NASDAQ

Interactive Brokers Group, Inc. is a financial - capital markets company in the financial services sector on NASDAQ, led by Milan Galik, with a market cap of $29.4B. As of Q3 2025, 85% of shares are held by 880 institutional investors, with VANGUARD GROUP INC as the largest holder at 11.87%.

CEOMilan Galik

Market Cap$29.4B

Financial - Capital Markets

Financial Services

Employees3.0K

Websiteinteractivebrokers.com

Country

United States of America

Overview

Overview of institutional ownership in IBKR as of Q3 2025 with a market cap of $30.6B

All Institutions

Institutions: 880
Value Held: $25.9B
Shares Held: 376.1M
Avg Position: $29.4M
Median Position: $1.1M

Hedge Funds

Hedge Funds: 79
Value Held: $3.4B
Shares Held: 49.8M
Avg Position: $43.5M
Median Position: $4.5M

Ownership Breakdown

Institutional (non-HF)

73.34%

$22.5B

Hedge Funds

11.23%

$3.4B

Retail & Other

15.43%

$4.7B

Based on market cap of $30.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in IBKR as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.6B 0.05% of portfolio	11.87% 52.9M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$2.1B 0.04% of portfolio	6.96% 31.0M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.3B 0.04% of portfolio	4.19% 18.6M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
CANTILLON CAPITAL MANAGEMENT LLC Hedge Fund•Value	William Alexander Vonmueffling CEO	$871.4M 4.80% of portfolio	2.84% 12.7M shares	Q2 2017 Held for 8y 5m	$18.2B
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$837.7M 2.04% of portfolio	2.73% 12.2M shares	Q1 2017 Held for 8y 8m	$41.0B
WELLINGTON MANAGEMENT CO LLP Long Only Manager	Edmund Wellington Iii President	$750.1M 0.13% of portfolio	2.45% 10.9M shares	Q2 2022 Held for 3y 5m	$571.21B
Greenwich Wealth Management LLC RIA/Wealth	Michael James Freeburg Managing Partner	$713.4M 38.22% of portfolio	2.33% 10.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.9B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$712.1M 0.05% of portfolio	2.32% 10.3M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
O Orbis Allan Gray Ltd RIA/Wealth	Don Lynn Ray Managing Partner	$656.7M 2.82% of portfolio	2.14% 9.5M shares	Q4 2021 Held for 3y 11m	$23.3B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$622.8M 0.04% of portfolio	2.03% 9.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.56T

Net Capital Flow

Institutional buying and selling activity for IBKR in Q3 2025

Net Flow: +$213.6M
Buyers: 325
Sellers: 373
Total Bought: +$3.3B
Total Sold: −$3.0B
Avg Position: $32.2M

Biggest Buyers

Institution	Net Bought	Current Position
VANGUARD GROUP INC Institution	+$760.3M +11.0M shares	$3.6B 52.9M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	+$252.1M +3.7M shares	$712.1M 10.3M shares
STATE STREET CORP Institution	+$242.1M +3.5M shares	$1.3B 18.6M shares
T TD ASSET MANAGEMENT INC Institution	+$151.1M +2.2M shares	$158.3M 2.3M shares
WELLINGTON MANAGEMENT CO LLP Long Only Manager	+$112.2M +1.6M shares	$750.1M 10.9M shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	+$94.4M +1.4M shares	$94.4M 1.4M shares
FIRST TRUST ADVISORS LP ETF Provider	+$93.0M +1.4M shares	$196.5M 2.9M shares
A Assenagon Asset Management S.A. Institution	+$88.0M +1.3M shares	$88.0M 1.3M shares
$DEUTSCHE BANK AG\ logo$ DEUTSCHE BANK AG\ Institution	+$84.9M +1.2M shares	$131.0M 1.9M shares
A Amundi Institution	+$82.2M +1.2M shares	$128.6M 1.8M shares

Biggest Sellers

Institution	Net Sold	Current Position
B BlackRock, Inc. Institution	−$637.7M −9.3M shares	$2.1B 31.0M shares
Marshall Wace LLP Institution	−$132.9M −1.9M shares	$239.8M 3.5M shares
Egerton Capital LLP Hedge Fund•Long/Short	−$124.0M −1.8M shares	$430.3M 6.3M shares
A AGF MANAGEMENT LTD Institution	−$114.4M −2.1M shares	Sold Off 0 shares
Q Qube Research & Technologies Ltd Institution	−$84.1M −1.5M shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$75.6M −1.1M shares	$622.8M 9.1M shares
Trivest Advisors Ltd Institution	−$73.0M −1.3M shares	Sold Off 0 shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$69.9M −1.0M shares	$66.3M 963.6K shares
R Retirement Systems of Alabama Institution	−$66.2M −962.2K shares	$6.5M 95.0K shares
Bares Capital Management, Inc. Long Only Manager	−$65.4M −950.5K shares	$141.8M 2.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IBKR in Q3 2025

New Positions: 114
New Value: $189.5M
Exited Positions: 77
Exited Value: $461.1M

New Positions

Institution	Position Value
S Systrade AG Institution	$34.4M 500.0K shares
A ADAGE CAPITAL PARTNERS GP LLC Institution	$27.9M 405.3K shares
B Blue Whale Capital LLP Institution	$21.7M 315.6K shares
Chevy Chase Trust Holdings, Inc. RIA/Wealth	$15.7M 227.5K shares
Capital Impact Advisors, LLC ETF Provider	$12.4M 180.5K shares
C Capitolis Liquid Global Markets LLC Private Equity	$7.9M 115.0K shares
C Czech National Bank Institution	$7.8M 113.1K shares
Ambassador Advisors, LLC RIA/Wealth	$4.7M 68.4K shares
NEW YORK LIFE INVESTMENT MANAGEMENT LLC Long Only Manager	$4.2M 60.6K shares
Woodline Partners LP Hedge Fund•Long/Short	$4.0M 58.8K shares

Exited Positions

Institution	Previous Position
A AGF MANAGEMENT LTD Institution	$114.4M 2.1M shares
Q Qube Research & Technologies Ltd Institution	$84.1M 1.5M shares
Trivest Advisors Ltd Institution	$73.0M 1.3M shares
T TEXAS PERMANENT SCHOOL FUND Institution	$31.9M 575.6K shares
Weiss Asset Management LP Hedge Fund•Multi-Strategy	$24.9M 450.0K shares
N Nearwater Capital Markets, Ltd Institution	$24.4M 440.0K shares
Trexquant Investment LP Hedge Fund•Quant	$22.5M 405.2K shares
T Tairen Capital Ltd Institution	$21.3M 383.6K shares
A Alden Global Capital LLC Institution	$14.4M 260.6K shares
S South Dakota Investment Council Institution	$5.4M 97.1K shares

Options Activity

Institutions with the largest Call and Put options positions in IBKR as of Q3 2025

Call Positions: 24
Call Value: $459.7M
Put Positions: 29
Put Value: $462.8M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$142.4M 20.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$94.4M 13.7K contracts
Walleye Trading LLC RIA/Wealth	$31.8M 4.6K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$26.3M 3.8K contracts
W WOLVERINE TRADING, LLC Institution	$24.3M 3.5K contracts
J JANE STREET GROUP, LLC Institution	$21.1M 3.1K contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$20.7M 3.0K contracts
C Cubist Systematic Strategies, LLC Institution	$17.1M 2.5K contracts
TUDOR INVESTMENT CORP ET AL Hedge Fund•Multi-Strategy	$17.1M 2.5K contracts
UBS Group AG Institution	$13.2M 1.9K contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$156.5M 22.7K contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$78.8M 11.5K contracts
J JANE STREET GROUP, LLC Institution	$50.5M 7.3K contracts
CAPITAL FUND MANAGEMENT S.A. Hedge Fund•Quant Macro	$24.0M 3.5K contracts
BARCLAYS PLC Institution	$21.3M 3.1K contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$17.5M 2.5K contracts
P PEAK6 LLC Institution	$16.8M 2.4K contracts
W WOLVERINE TRADING, LLC Institution	$15.5M 2.2K contracts
C Cubist Systematic Strategies, LLC Institution	$14.7M 2.1K contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$14.4M 2.1K contracts

Most Committed Institutions

Institutions with IBKR as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
H Hengistbury Investment Partners LLP Institution	-	49.49% $78.2M	0.26% 1.1M shares	Q2 2024 Held for 1y 5m	$157.9M
Greenwich Wealth Management LLC RIA/Wealth	Michael James Freeburg Managing Partner	38.22% $713.4M	2.33% 10.4M shares	≤ Q2 2013 Held for 12y 5m+	$1.9B
O Oakcliff Capital Partners, LP Hedge Fund•Value	Bryan Ross Lawrence Managing Partner	30.61% $70.9M	0.23% 1.0M shares	Q1 2017 Held for 8y 8m	$231.7M
A Ancient Art, L.P. Hedge Fund•Long/Short	Brooke Anna Phillips CFO	27.18% $113.1M	0.37% 1.6M shares	≤ Q2 2013 Held for 12y 5m+	$416.1M
S Systrade AG Institution	-	25.54% $34.4M	0.11% 500.0K shares	Q3 2025 Held for 2 months	$134.7M
BROOKTREE CAPITAL MANAGEMENT RIA/Wealth	Hunter Eric Lewis President	18.23% $28.7M	0.09% 416.9K shares	Q4 2019 Held for 5y 11m	$157.4M
Lansing Management LP Hedge Fund•Long/Short	Gerrity L. Lansing Partner	16.87% $23.3M	0.08% 338.0K shares	Q4 2023 Held for 1y 11m	$137.8M
Bronte Capital Management Pty Ltd. Hedge Fund•Long/Short	John Lawrence Hempton CIO	14.07% $135.4M	0.40% 1.8M shares	Q4 2018 Held for 6y 11m	$962.3M
Bares Capital Management, Inc. Long Only Manager	James Jeffrey Creel CEO	13.08% $141.8M	0.46% 2.1M shares	Q3 2015 Held for 10y 2m	$1.1B
RV Capital GmbH Hedge Fund•Value	Robert Oliver Vinall CEO	10.07% $55.0M	0.18% 799.3K shares	Q1 2023 Held for 2y 8m	$546.2M

Hedge Fund Spotlight

Discover hedge funds investing in IBKR

AQR CAPITAL MANAGEMENT LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Gary Kabiller

Portfolio Value: $156.17B
Positions: 3,453
Last Reported: Q3 2025

Sector Allocation

Position in Interactive Brokers Group, Inc.

Market Value: $5.2M
Shares Held: 75.1K
Portfolio Weight: 0.00%
Owned Since: 2024-Q2

Top Holding	Sector	Market Value	Weight
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2 Microsoft MSFT	Software - Infrastructure Technology	$3.2B	2.05%
3 Apple AAPL	Consumer Electronics Technology	$2.8B	1.76%