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 757 institutions that hold shares in the stock, with a total of 92.1 Million shares, which have been reported (via 13F filing form) to have a value of $18.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
28
shares
|
$5,723
0.0% of portfolio
|
Q2 2024
Reduced 15.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
28
shares
|
$5,723
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
26
shares
|
$5,314
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
25
shares
|
$5,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
24
shares
|
$4,905
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
24
shares
|
$4,905
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
21
shares
|
$4,292
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21
shares
|
$4,292
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
20
shares
|
$4,088
0.0% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
20
shares
|
$4,088
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$4,088
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
18
shares
|
$3,679
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
15
shares
|
$3,066
0.0% of portfolio
|
Q2 2024
Added 7.14%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
14
shares
|
$2,861
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
14
shares
|
$2,861
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
13
shares
|
$2,657
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Feb 10, 2025 Q4 2024 |
12
shares
|
$2,452
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
12
shares
|
$2,452
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
11
shares
|
$2,248
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
10
shares
|
$2,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
9
shares
|
$1,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
9
shares
|
$1,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
9
shares
|
$1,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$1,635
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
8
shares
|
$1,635
0.0% of portfolio
|
Q1 2023
Added 60.0%
|