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 626 institutions that hold shares in the stock, with a total of 90.5 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,283
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,181
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2023
Reduced 46.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,141
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
6,100
shares
|
$1.17 Million
0.04% of portfolio
|
Q2 2023
Reduced 14.78%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
6,043
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2023
Added 10.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,008
shares
|
$1.15 Million
0.0% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
5,928
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
5,800
shares
|
$1.11 Million
1.32% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,794
shares
|
$1.11 Million
1.07% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
5,753
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
5,700
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,692
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
5,650
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2024
Added 98.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,607
shares
|
$1.07 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
5,596
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
5,583
shares
|
$1.07 Million
0.57% of portfolio
|
Q3 2024
Reduced 34.73%
|
|
|
Sumitomo Life Insurance CO
|
Oct 16, 2024 Q3 2024 |
5,557
shares
|
$1.06 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,497
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,495
shares
|
$1.05 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
5,464
shares
|
$1.05 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,456
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
5,388
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,352
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 58.67%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
5,244
shares
|
$1 Million
0.02% of portfolio
|
Q3 2024
Added 9.32%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,238
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Added 1.18%
|