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 |
|---|---|---|---|---|---|
|
Hudson Value Partners, LLC
|
Apr 22, 2025 Q1 2025 |
1,779
shares
|
$102,897
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Leuthold Group, LLC
|
May 13, 2025 Q1 2025 |
1,775
shares
|
$102,666
0.04% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
May 14, 2025 Q1 2025 |
1,750
shares
|
$101,220
0.11% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,745
shares
|
$100,930
0.01% of portfolio
|
Q1 2025
Reduced 20.9%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
1,739
shares
|
$100,583
0.04% of portfolio
|
Q1 2025
Added 31.74%
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,728
shares
|
$99,947
0.01% of portfolio
|
Q2 2025
Added 289.19%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
1,700
shares
|
$98,328
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Skba Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,696
shares
|
$98,096
0.04% of portfolio
|
Q1 2025
Added 37.33%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
1,669
shares
|
$96,534
0.01% of portfolio
|
Q1 2025
Added 13.0%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,646
shares
|
$95,204
0.0% of portfolio
|
Q1 2025
Added 19.45%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,645
shares
|
$95,146
0.08% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
1,642
shares
|
$94,973
0.01% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
1,620
shares
|
$93,700
0.01% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
1,609
shares
|
$93,064
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
1,605
shares
|
$92,833
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
1,585
shares
|
$91,676
0.01% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
May 14, 2025 Q1 2025 |
1,576
shares
|
$91,155
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
1,558
shares
|
$90,114
0.01% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,554
shares
|
$89,883
0.01% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
1,540
shares
|
$89,073
0.03% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,537
shares
|
$88,900
0.04% of portfolio
|
Q1 2025
Reduced 54.69%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
1,529
shares
|
$88,437
0.02% of portfolio
|
Q1 2025
Reduced 19.82%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,516
shares
|
$87,685
0.0% of portfolio
|
Q2 2025
Added 316.48%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
1,512
shares
|
$87,454
0.01% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
1,508
shares
|
$87,222
0.17% of portfolio
|
Q1 2025
New holding
|