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 889 institutions that hold shares in the stock, with a total of 328 Million shares, which have been reported (via 13F filing form) to have a value of $22.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
36
shares
|
$2,434
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
36
shares
|
$2,434
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
32
shares
|
$2,164
0.0% of portfolio
|
Q2 2025
Added 190.91%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
32
shares
|
$2,164
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
30
shares
|
$2,028
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
29
shares
|
$1,961
0.0% of portfolio
|
Q2 2025
Added 625.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
28
shares
|
$1,893
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
28
shares
|
$1,893
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
24
shares
|
$1,623
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ogorek Anthony Joseph
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$1,623
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
24
shares
|
$1,623
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
24
shares
|
$1,623
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
24
shares
|
$1,623
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
20
shares
|
$1,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,352
0.0% of portfolio
|
Q2 2025
Added 185.71%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,352
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$1,352
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
19
shares
|
$1,284
0.0% of portfolio
|
Q2 2025
Added 137.5%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
16
shares
|
$1,082
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
15
shares
|
$1,014
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
14
shares
|
$946
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
13
shares
|
$879
0.0% of portfolio
|
Q2 2025
Added 138.46%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$811
0.0% of portfolio
|
Q2 2025
Added 1100.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
12
shares
|
$811
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
12
shares
|
$811
0.0% of portfolio
|
Q2 2025
Added 9.09%
|