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 |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
188
shares
|
$10,873
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
180
shares
|
$10,411
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
168
shares
|
$9,717
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
158
shares
|
$9,138
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
157
shares
|
$9,080
0.0% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Apr 15, 2025 Q1 2025 |
154
shares
|
$8,907
0.0% of portfolio
|
Q1 2025
Reduced 93.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
145
shares
|
$8,386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
116
shares
|
$6,709
0.01% of portfolio
|
Q1 2025
Added 100.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
116
shares
|
$6,709
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
113
shares
|
$6,535
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
112
shares
|
$6,478
0.0% of portfolio
|
Q1 2025
Added 20.43%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
107
shares
|
$6,188
0.0% of portfolio
|
Q1 2025
Added 435.0%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
105
shares
|
$6,073
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
103
shares
|
$5,957
0.0% of portfolio
|
Q4 2024
Reduced 25.36%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
98
shares
|
$5,668
0.0% of portfolio
|
Q4 2024
Reduced 22.83%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
96
shares
|
$5,552
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
92
shares
|
$5,321
0.0% of portfolio
|
Q1 2025
Added 70.37%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
85
shares
|
$4,916
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
79
shares
|
$4,569
0.0% of portfolio
|
Q1 2025
Added 33.9%
|
|
|
Farmers & Merchants Investments Inc
|
Apr 16, 2025 Q1 2025 |
76
shares
|
$4,395
0.0% of portfolio
|
Q1 2025
Added 94.87%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
69
shares
|
$3,990
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
68
shares
|
$3,933
0.01% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
66
shares
|
$3,817
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
66
shares
|
$3,817
0.0% of portfolio
|
Q1 2025
Added 13.79%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
64
shares
|
$3,701
0.0% of portfolio
|
Q1 2025
Reduced 90.45%
|