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 892 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 $20.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
10,832
shares
|
$673,858
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
10,800
shares
|
$671,868
0.02% of portfolio
|
Q2 2025
Added 33.75%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
10,620
shares
|
$660,670
0.0% of portfolio
|
Q2 2025
Added 33.08%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
10,475
shares
|
$651,649
0.22% of portfolio
|
Q2 2025
Added 281.19%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2025 Q2 2025 |
10,395
shares
|
$646,672
0.0% of portfolio
|
Q2 2025
Added 304.79%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,268
shares
|
$638,772
0.0% of portfolio
|
Q2 2025
Added 298.14%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
10,192
shares
|
$634,044
0.08% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
10,183
shares
|
$633,484
0.04% of portfolio
|
Q2 2025
Added 297.77%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
10,097
shares
|
$628,134
0.02% of portfolio
|
Q2 2025
Added 279.44%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Aug 01, 2025 Q2 2025 |
10,054
shares
|
$625,459
0.35% of portfolio
|
Q2 2025
Added 669.83%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,004
shares
|
$622,348
0.0% of portfolio
|
Q2 2025
Added 350.63%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Aug 11, 2025 Q2 2025 |
9,948
shares
|
$618,865
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
9,935
shares
|
$618,056
0.02% of portfolio
|
Q2 2025
Added 300.6%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
Aug 14, 2025 Q2 2025 |
9,916
shares
|
$616,874
0.01% of portfolio
|
Q2 2025
Added 1468.99%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,835
shares
|
$611,835
0.03% of portfolio
|
Q2 2025
Added 240.55%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
9,741
shares
|
$605,987
0.2% of portfolio
|
Q2 2025
Added 305.54%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
9,652
shares
|
$600,450
0.34% of portfolio
|
Q2 2025
Added 344.79%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 18, 2025 Q2 2025 |
9,584
shares
|
$596,220
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
9,522
shares
|
$592,363
0.01% of portfolio
|
Q2 2025
Reduced 68.46%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
9,452
shares
|
$588,008
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,366
shares
|
$582,658
0.01% of portfolio
|
Q2 2025
Added 586.66%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
9,316
shares
|
$579,548
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Inceptionr LLC
Lafayette, CA |
Aug 12, 2025 Q2 2025 |
9,212
shares
|
$573,078
0.12% of portfolio
|
Q2 2025
Added 362.68%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
9,130
shares
|
$567,977
0.0% of portfolio
|
Q2 2025
Added 336.22%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9,014
shares
|
$560,760
0.4% of portfolio
|
Q2 2023
Reduced 1.11%
|