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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
59
shares
|
$3,412
0.0% of portfolio
|
Q1 2025
Added 227.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
52
shares
|
$3,007
0.0% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
50
shares
|
$2,892
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
47
shares
|
$2,718
0.01% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
47
shares
|
$2,718
0.0% of portfolio
|
Q1 2025
Reduced 27.69%
|
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
46
shares
|
$2,660
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
43
shares
|
$2,487
0.0% of portfolio
|
Q1 2025
Reduced 29.51%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
43
shares
|
$2,487
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
42
shares
|
$2,429
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
40
shares
|
$2,313
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
40
shares
|
$2,313
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
39
shares
|
$2,255
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
36
shares
|
$2,082
0.0% of portfolio
|
Q1 2025
Added 3500.0%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
34
shares
|
$1,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
33
shares
|
$1,908
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
31
shares
|
$1,793
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
31
shares
|
$1,793
0.0% of portfolio
|
Q3 2024
Added 244.44%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
30
shares
|
$1,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
30
shares
|
$1,735
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
30
shares
|
$1,735
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
30
shares
|
$1,735
0.0% of portfolio
|
Q1 2025
Reduced 51.61%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
29
shares
|
$1,677
0.0% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
28
shares
|
$1,619
0.0% of portfolio
|
Q2 2024
Reduced 15.15%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
28
shares
|
$1,619
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
28
shares
|
$1,619
0.0% of portfolio
|
Q2 2025
Added 300.0%
|