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 |
|---|---|---|---|---|---|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
632
shares
|
$36,554
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
624
shares
|
$36,092
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
622
shares
|
$35,976
0.01% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
611
shares
|
$35,340
0.0% of portfolio
|
Q1 2025
Reduced 11.32%
|
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
592
shares
|
$34,241
0.03% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
590
shares
|
$34,125
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
564
shares
|
$32,621
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
495
shares
|
$28,630
0.0% of portfolio
|
Q1 2025
Reduced 94.85%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
480
shares
|
$27,763
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
476
shares
|
$27,531
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kessler Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
463
shares
|
$26,779
0.04% of portfolio
|
Q4 2024
Reduced 34.23%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
453
shares
|
$26,201
0.0% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
441
shares
|
$25,507
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
428
shares
|
$24,755
0.01% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
402
shares
|
$23,251
0.0% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
400
shares
|
$23,136
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
394
shares
|
$22,788
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
391
shares
|
$22,615
0.0% of portfolio
|
Q1 2025
Added 240.0%
|
|
|
Dt Investment Partners, LLC
|
Apr 29, 2025 Q1 2025 |
389
shares
|
$22,499
0.01% of portfolio
|
Q3 2024
Added 60.08%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
373
shares
|
$21,574
0.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
371
shares
|
$21,458
0.0% of portfolio
|
Q1 2025
Added 642.0%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
370
shares
|
$21,400
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
350
shares
|
$20,244
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
350
shares
|
$20,244
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
341
shares
|
$19,723
0.0% of portfolio
|
Q1 2025
Added 78.53%
|