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 |
|---|---|---|---|---|---|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
2,557
shares
|
$158,534
0.05% of portfolio
|
Q1 2025
Reduced 58.57%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
2,548
shares
|
$157,976
0.06% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
2,544
shares
|
$157,728
0.01% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
2,537
shares
|
$157,294
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
2,525
shares
|
$156,550
0.05% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Synergy Financial Group, LTD
|
May 14, 2025 Q1 2025 |
2,510
shares
|
$155,620
0.39% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
May 14, 2025 Q1 2025 |
2,487
shares
|
$154,194
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
2,480
shares
|
$153,760
0.02% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,456
shares
|
$152,272
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,450
shares
|
$151,900
0.04% of portfolio
|
Q2 2025
Added 313.85%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
2,423
shares
|
$150,226
0.04% of portfolio
|
Q1 2025
Reduced 12.78%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
2,402
shares
|
$148,924
0.16% of portfolio
|
Q1 2025
Reduced 33.17%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
2,382
shares
|
$147,684
0.02% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,360
shares
|
$146,320
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,292
shares
|
$142,104
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,283
shares
|
$141,546
0.01% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Apr 21, 2025 Q1 2025 |
2,207
shares
|
$136,834
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,205
shares
|
$136,710
0.03% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
May 15, 2025 Q1 2025 |
2,200
shares
|
$136,400
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
2,198
shares
|
$136,276
0.0% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Malaga Cove Capital, LLC
|
May 08, 2025 Q1 2025 |
2,197
shares
|
$136,214
0.17% of portfolio
|
Q1 2025
Added 83.08%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
May 15, 2025 Q1 2025 |
2,170
shares
|
$134,540
0.25% of portfolio
|
Q1 2025
Added 36.14%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
2,148
shares
|
$133,176
0.01% of portfolio
|
Q1 2025
Added 10.78%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,124
shares
|
$131,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,116
shares
|
$131,192
0.02% of portfolio
|
Q1 2025
Reduced 15.22%
|