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 |
|---|---|---|---|---|---|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$462
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Apr 30, 2025 Q1 2025 |
8
shares
|
$462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
7
shares
|
$404
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
7
shares
|
$404
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
6
shares
|
$347
0.0% of portfolio
|
Q1 2023
Reduced 72.73%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
6
shares
|
$347
0.0% of portfolio
|
Q2 2024
Added 20.0%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
6
shares
|
$347
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
5
shares
|
$289
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
4
shares
|
$231
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
4
shares
|
$231
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4
shares
|
$231
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
3
shares
|
$173
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
2
shares
|
$115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2
shares
|
$115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2
shares
|
$115
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$57
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$57
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$57
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Apr 17, 2025 Q1 2025 |
1
shares
|
$57
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|