Institutional Ownership Interactive Brokers Group, Inc. (IBKR)
This table provides information about the institutional ownership of Interactive Brokers Group, Inc. (IBKR). We have compiled data on the 628 institutions that hold shares in the stock, with a total of 90.5 Million shares, which have been reported (via 13F filing form) to have a value of $16.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
3,780
shares
|
$676,242
0.19% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
3,744
shares
|
$669,801
0.01% of portfolio
|
Q3 2024
Added 34.34%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
3,738
shares
|
$668,728
0.07% of portfolio
|
Q3 2024
Reduced 77.95%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,731
shares
|
$667,475
0.01% of portfolio
|
Q3 2024
Reduced 22.27%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$661,930
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
3,683
shares
|
$658,888
0.02% of portfolio
|
Q3 2024
Added 10.24%
|
|
|
Center Book Partners LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,647
shares
|
$652,448
0.03% of portfolio
|
Q3 2024
Reduced 83.86%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,612
shares
|
$646,186
0.03% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,564
shares
|
$637,599
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
3,560
shares
|
$636,884
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
3,430
shares
|
$613,627
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,414
shares
|
$610,764
0.25% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Versor Investments LP
|
Nov 04, 2024 Q3 2024 |
3,404
shares
|
$608,975
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
3,387
shares
|
$605,934
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
3,387
shares
|
$605,934
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,367
shares
|
$602,356
0.23% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Nov 12, 2024 Q3 2024 |
3,363
shares
|
$601,640
0.01% of portfolio
|
Q3 2024
Reduced 76.61%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,361
shares
|
$601,282
0.1% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
3,333
shares
|
$596,273
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
3,327
shares
|
$595,200
0.16% of portfolio
|
Q3 2024
Reduced 10.52%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
3,250
shares
|
$581,425
0.01% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,225
shares
|
$576,952
0.01% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
3,213
shares
|
$574,805
0.0% of portfolio
|
Q3 2024
Added 21.57%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 12, 2024 Q3 2024 |
3,209
shares
|
$574,090
0.06% of portfolio
|
Q3 2024
Reduced 23.56%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 22, 2024 Q3 2024 |
3,176
shares
|
$568,186
0.3% of portfolio
|
Q3 2024
Added 0.57%
|