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 823 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
3,287
shares
|
$203,794
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,225
shares
|
$199,950
0.01% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,200
shares
|
$198,400
0.18% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Financial Strategies Group, Inc.
|
May 16, 2025 Q1 2025 |
3,173
shares
|
$196,726
0.12% of portfolio
|
Q1 2025
Added 23.27%
|
|
|
Cross Staff Investments Inc
|
Apr 22, 2025 Q1 2025 |
3,150
shares
|
$195,300
0.41% of portfolio
|
Q4 2024
Added 57.5%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
May 15, 2025 Q1 2025 |
3,149
shares
|
$195,238
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
3,134
shares
|
$194,308
0.0% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
Navellier & Associates Inc
Reno, NV |
May 06, 2025 Q1 2025 |
3,129
shares
|
$193,998
0.08% of portfolio
|
Q1 2025
Reduced 25.13%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
3,109
shares
|
$192,758
0.0% of portfolio
|
Q1 2025
Reduced 97.94%
|
|
|
Yorktown Management & Research CO Inc
|
Apr 23, 2025 Q1 2025 |
3,100
shares
|
$192,200
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
3,069
shares
|
$190,278
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
3,012
shares
|
$186,744
0.16% of portfolio
|
Q1 2025
Added 4.4%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
3,004
shares
|
$186,248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,989
shares
|
$185,318
0.02% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,973
shares
|
$184,326
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
2,908
shares
|
$180,296
0.1% of portfolio
|
Q1 2025
Reduced 9.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
2,902
shares
|
$179,924
0.01% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,888
shares
|
$179,056
0.03% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
2,718
shares
|
$168,516
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
2,679
shares
|
$166,098
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
2,661
shares
|
$164,982
0.02% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
2,660
shares
|
$164,920
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,579
shares
|
$159,898
0.0% of portfolio
|
Q1 2025
Reduced 24.9%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
2,568
shares
|
$159,216
0.0% of portfolio
|
Q1 2025
Reduced 11.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,567
shares
|
$159,154
0.02% of portfolio
|
Q1 2025
Added 21.26%
|