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 |
|---|---|---|---|---|---|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
1,507
shares
|
$87,164
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,465
shares
|
$84,735
0.01% of portfolio
|
Q1 2025
Added 16177.78%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,444
shares
|
$83,520
0.03% of portfolio
|
Q1 2025
Added 174.0%
|
|
|
Hamilton Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
1,439
shares
|
$83,231
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,388
shares
|
$80,281
0.0% of portfolio
|
Q1 2025
Reduced 53.22%
|
|
|
Nisa Investment Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,377
shares
|
$79,645
0.0% of portfolio
|
Q1 2025
Reduced 6.77%
|
|
|
Entry Point Capital, LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,374
shares
|
$79,472
0.11% of portfolio
|
Q1 2025
Reduced 36.74%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
1,374
shares
|
$79,472
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
1,371
shares
|
$79,298
0.09% of portfolio
|
Q4 2024
Reduced 17.41%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,364
shares
|
$78,893
0.0% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
1,352
shares
|
$78,199
0.07% of portfolio
|
Q1 2025
Added 6.88%
|
|
|
Arrowpoint Investment Partners (Singapore) Pte. Ltd.
Singapore, U0 |
May 12, 2025 Q1 2025 |
1,339
shares
|
$77,447
0.03% of portfolio
|
Q1 2025
Reduced 93.93%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,337
shares
|
$77,332
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
1,335
shares
|
$77,216
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
1,332
shares
|
$77,042
0.0% of portfolio
|
Q2 2025
Added 284.97%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
1,310
shares
|
$75,770
0.01% of portfolio
|
Q1 2025
Added 2.75%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Apr 22, 2025 Q1 2025 |
1,306
shares
|
$75,539
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
R Squared LTD
Central, K3 |
May 09, 2025 Q1 2025 |
1,280
shares
|
$74,035
0.23% of portfolio
|
Q1 2025
Added 40.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,272
shares
|
$73,572
0.01% of portfolio
|
Q1 2025
Reduced 34.67%
|
|
|
Cooper Financial Group
|
May 12, 2025 Q1 2025 |
1,269
shares
|
$73,398
0.03% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
1,261
shares
|
$72,936
0.0% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
1,257
shares
|
$72,704
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
1,252
shares
|
$72,415
0.0% of portfolio
|
Q4 2024
Reduced 47.08%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Apr 21, 2025 Q1 2025 |
1,246
shares
|
$72,068
0.21% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,222
shares
|
$70,680
0.0% of portfolio
|
Q1 2025
Reduced 93.7%
|