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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
May 14, 2025 Q1 2025 |
4,085
shares
|
$236,276
0.18% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
4,079
shares
|
$235,929
0.04% of portfolio
|
Q1 2025
Reduced 9.3%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
3,948
shares
|
$228,352
0.33% of portfolio
|
Q1 2025
Added 28.73%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,875
shares
|
$224,130
0.01% of portfolio
|
Q3 2023
Added 2.81%
|
|
|
Bayforest Capital LTD
London, X0 |
May 08, 2025 Q1 2025 |
3,873
shares
|
$224,014
0.26% of portfolio
|
Q1 2025
Added 33.46%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,828
shares
|
$221,411
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
3,785
shares
|
$218,924
0.07% of portfolio
|
Q1 2025
Reduced 38.78%
|
|
|
Harfst & Associates, Inc.
|
May 13, 2025 Q1 2025 |
3,667
shares
|
$212,099
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,660
shares
|
$211,694
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,644
shares
|
$210,768
0.03% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
3,554
shares
|
$205,563
0.0% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,538
shares
|
$204,637
0.46% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
3,522
shares
|
$203,712
0.43% of portfolio
|
Q1 2025
Added 1652.24%
|
|
|
Maven Securities LTD
St Helier, Y9 |
May 13, 2025 Q1 2025 |
3,500
shares
|
$202,440
0.15% of portfolio
|
Q1 2025
Added 9.38%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
3,485
shares
|
$201,572
0.03% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
3,461
shares
|
$200,184
0.11% of portfolio
|
Q1 2025
Added 176.66%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,437
shares
|
$198,796
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
3,425
shares
|
$198,102
0.0% of portfolio
|
Q1 2025
Added 2.67%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
3,400
shares
|
$196,656
0.07% of portfolio
|
Q1 2025
Reduced 2.3%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,367
shares
|
$194,747
0.23% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
3,312
shares
|
$191,566
0.04% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
3,287
shares
|
$190,120
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,225
shares
|
$186,534
0.01% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,200
shares
|
$185,088
0.18% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
3,173
shares
|
$183,526
0.12% of portfolio
|
Q1 2025
Added 23.27%
|