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 820 institutions that hold shares in the stock, with a total of 94.1 Million shares, which have been reported (via 13F filing form) to have a value of $5.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
6,836
shares
|
$395,394
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
6,835
shares
|
$395,336
0.01% of portfolio
|
Q1 2025
Added 90.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
6,822
shares
|
$394,584
0.03% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Caldwell Investment Management Ltd.
|
May 13, 2025 Q1 2025 |
6,800
shares
|
$393,312
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
6,792
shares
|
$392,849
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,785
shares
|
$392,444
0.14% of portfolio
|
Q2 2023
Added 3.57%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
6,512
shares
|
$376,654
0.08% of portfolio
|
Q1 2025
Added 27.24%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,489
shares
|
$375,323
0.05% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Heartland Advisors Inc
Milwaukee, WI |
May 07, 2025 Q1 2025 |
6,488
shares
|
$375,265
0.06% of portfolio
|
Q1 2025
Reduced 41.61%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
6,473
shares
|
$374,398
0.05% of portfolio
|
Q1 2025
Reduced 22.13%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
6,471
shares
|
$374,282
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Winton Group LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,468
shares
|
$374,109
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,455
shares
|
$373,357
0.03% of portfolio
|
Q4 2024
Added 804.06%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
6,434
shares
|
$372,142
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
6,380
shares
|
$369,019
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Aware Super Pty LTD As Trustee Of Aware Super
Sydney, C3 |
May 13, 2025 Q1 2025 |
6,288
shares
|
$363,697
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Lvw Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
6,255
shares
|
$361,789
0.13% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,236
shares
|
$360,690
0.03% of portfolio
|
Q1 2025
Added 185.27%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,181
shares
|
$357,509
0.0% of portfolio
|
Q2 2023
Reduced 46.68%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,165
shares
|
$356,583
0.01% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
6,131
shares
|
$354,617
0.04% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
6,112
shares
|
$353,518
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
6,100
shares
|
$352,824
0.04% of portfolio
|
Q2 2023
Reduced 14.78%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
6,076
shares
|
$351,435
0.17% of portfolio
|
Q1 2025
Added 148.41%
|
|
|
Deka Bank Deutsche Girozentrale
|
Apr 30, 2025 Q1 2025 |
6,043
shares
|
$349,527
0.0% of portfolio
|
Q2 2023
Added 10.88%
|