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 |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
2,511
shares
|
$481,157
0.19% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,506
shares
|
$480,199
0.01% of portfolio
|
Q3 2024
Reduced 60.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,505
shares
|
$480,008
0.01% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
2,462
shares
|
$471,768
0.0% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,398
shares
|
$459,504
0.02% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
2,366
shares
|
$453,372
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
2,365
shares
|
$453,181
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,360
shares
|
$452,223
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,360
shares
|
$452,223
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,340
shares
|
$448,390
0.01% of portfolio
|
Q3 2024
Reduced 18.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
2,332
shares
|
$446,857
0.01% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,332
shares
|
$446,857
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
2,320
shares
|
$444,558
0.06% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,309
shares
|
$442,450
0.01% of portfolio
|
Q3 2024
Added 20.51%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
2,212
shares
|
$423,863
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
2,200
shares
|
$421,564
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,192
shares
|
$420,031
0.0% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
2,171
shares
|
$416,007
0.03% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
2,131
shares
|
$408,342
0.0% of portfolio
|
Q3 2024
Reduced 9.01%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 08, 2024 Q3 2024 |
2,122
shares
|
$406,617
0.03% of portfolio
|
Q3 2024
Reduced 78.98%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
2,100
shares
|
$402,402
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
2,070
shares
|
$396,653
0.0% of portfolio
|
Q3 2024
Reduced 92.33%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
2,014
shares
|
$385,922
0.01% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,007
shares
|
$384,581
0.0% of portfolio
|
Q3 2024
Added 5.63%
|
|
|
Cross Staff Investments Inc
|
Oct 23, 2024 Q3 2024 |
2,000
shares
|
$383,240
0.22% of portfolio
|
Q1 2024
New holding
|