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 |
---|---|---|---|---|---|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
11
shares
|
$743
0.0% of portfolio
|
Q2 2025
New holding
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
10
shares
|
$676
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$541
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$541
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6
shares
|
$405
0.0% of portfolio
|
Q2 2025
New holding
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4
shares
|
$270
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
4
shares
|
$270
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
4
shares
|
$270
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
4
shares
|
$270
0.0% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
3
shares
|
$202
0.0% of portfolio
|
Q4 2024
New holding
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Jul 30, 2025 Q2 2025 |
2
shares
|
$135
0.0% of portfolio
|
Q2 2025
New holding
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$135
0.0% of portfolio
|
Q4 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|