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 |
|---|---|---|---|---|---|
|
Western Financial Corp/Ca
San Diego, CA |
Apr 23, 2025 Q1 2025 |
6,002
shares
|
$347,155
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
5,914
shares
|
$342,065
0.09% of portfolio
|
Q1 2025
Added 16.21%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
5,868
shares
|
$339,405
0.02% of portfolio
|
Q1 2025
Reduced 6.2%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
5,857
shares
|
$338,768
0.01% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,794
shares
|
$335,124
1.07% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
5,784
shares
|
$334,546
0.04% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
5,676
shares
|
$328,299
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
5,646
shares
|
$326,564
0.01% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,621
shares
|
$325,118
0.03% of portfolio
|
Q4 2024
Reduced 30.69%
|
|
|
Axa S.A.
Paris, I0 |
May 15, 2025 Q1 2025 |
5,619
shares
|
$325,002
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
5,590
shares
|
$323,325
0.01% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,582
shares
|
$322,862
0.01% of portfolio
|
Q1 2025
Added 308.04%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
5,566
shares
|
$321,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Owls Nest Partners Ia, LLC
Chadds Ford, PA |
May 15, 2025 Q1 2025 |
5,500
shares
|
$318,120
0.22% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,429
shares
|
$314,013
0.03% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
5,405
shares
|
$312,625
0.01% of portfolio
|
Q1 2025
Added 257.95%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
5,288
shares
|
$305,857
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
5,281
shares
|
$305,453
0.02% of portfolio
|
Q1 2025
Added 13.01%
|
|
|
Royal London Asset Management LTD
United Kingdom, X0 |
May 13, 2025 Q1 2025 |
5,275
shares
|
$305,106
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
5,264
shares
|
$304,469
0.01% of portfolio
|
Q2 2025
Added 305.86%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Apr 11, 2025 Q1 2025 |
5,260
shares
|
$304,238
0.32% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Apr 28, 2025 Q1 2025 |
5,217
shares
|
$301,751
0.27% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
5,159
shares
|
$298,396
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
May 05, 2025 Q1 2025 |
5,148
shares
|
$297,760
0.15% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
May 09, 2025 Q1 2025 |
5,116
shares
|
$295,909
0.01% of portfolio
|
Q1 2025
Added 49.77%
|