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 |
|---|---|---|---|---|---|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
6,484
shares
|
$403,369
0.01% of portfolio
|
Q2 2025
Added 294.88%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
6,480
shares
|
$403,120
0.09% of portfolio
|
Q2 2025
Added 212.74%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
6,471
shares
|
$402,560
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,383
shares
|
$397,086
0.01% of portfolio
|
Q2 2025
Added 296.71%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 01, 2025 Q2 2025 |
6,374
shares
|
$396,526
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
6,328
shares
|
$393,664
0.01% of portfolio
|
Q2 2025
Added 318.52%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
6,220
shares
|
$386,946
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,181
shares
|
$384,520
0.0% of portfolio
|
Q2 2023
Reduced 46.68%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,131
shares
|
$381,409
0.01% of portfolio
|
Q2 2025
Added 278.46%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
6,120
shares
|
$380,725
0.0% of portfolio
|
Q2 2025
Added 215.95%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
6,116
shares
|
$380,476
0.02% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
6,100
shares
|
$379,481
0.04% of portfolio
|
Q2 2023
Reduced 14.78%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
6,076
shares
|
$377,987
0.17% of portfolio
|
Q1 2025
Added 148.41%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jul 30, 2025 Q2 2025 |
6,043
shares
|
$375,935
0.0% of portfolio
|
Q2 2023
Added 10.88%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
6,036
shares
|
$375,499
0.02% of portfolio
|
Q2 2025
Added 380.19%
|
|
|
Cinctive Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,036
shares
|
$375,499
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
6,036
shares
|
$375,499
0.04% of portfolio
|
Q2 2025
Added 291.95%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,024
shares
|
$374,753
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
6,020
shares
|
$374,504
0.01% of portfolio
|
Q2 2025
Added 287.39%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$373,260
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
5,910
shares
|
$367,661
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
5,898
shares
|
$366,914
0.0% of portfolio
|
Q2 2025
Added 9.12%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,794
shares
|
$360,444
1.07% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
5,742
shares
|
$357,209
0.0% of portfolio
|
Q2 2025
Reduced 75.44%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
5,738
shares
|
$356,960
0.0% of portfolio
|
Q2 2025
New holding
|