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 |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
26
shares
|
$1,503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
25
shares
|
$1,446
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
24
shares
|
$1,388
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
24
shares
|
$1,388
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24
shares
|
$1,388
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
24
shares
|
$1,388
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
22
shares
|
$1,272
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
22
shares
|
$1,272
0.0% of portfolio
|
Q1 2025
Reduced 59.26%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
21
shares
|
$1,214
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$1,156
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
16
shares
|
$925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
16
shares
|
$925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
16
shares
|
$925
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
14
shares
|
$809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
14
shares
|
$809
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
13
shares
|
$751
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
12
shares
|
$694
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
12
shares
|
$694
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
11
shares
|
$636
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
11
shares
|
$636
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
11
shares
|
$636
0.0% of portfolio
|
Q1 2025
Reduced 21.43%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
9
shares
|
$520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
9
shares
|
$520
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
8
shares
|
$462
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
8
shares
|
$462
0.0% of portfolio
|
Q1 2023
Added 60.0%
|