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 |
|---|---|---|---|---|---|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
5,730
shares
|
$356,463
0.01% of portfolio
|
Q2 2025
Added 193.7%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
5,634
shares
|
$350,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
5,632
shares
|
$350,366
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
5,632
shares
|
$350,366
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,621
shares
|
$349,682
0.03% of portfolio
|
Q4 2024
Reduced 30.69%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,582
shares
|
$347,256
0.01% of portfolio
|
Q1 2025
Added 308.04%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
5,580
shares
|
$347,131
0.0% of portfolio
|
Q2 2025
Added 1072.27%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
5,427
shares
|
$337,613
0.05% of portfolio
|
Q2 2025
Added 113.91%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
5,380
shares
|
$334,689
0.08% of portfolio
|
Q2 2025
Added 297.93%
|
|
|
Commons Capital, LLC
Needham, MA |
Jul 29, 2025 Q2 2025 |
5,343
shares
|
$332,388
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
5,340
shares
|
$332,201
0.04% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Aug 14, 2025 Q2 2025 |
5,335
shares
|
$331,890
0.01% of portfolio
|
Q2 2025
Reduced 59.12%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
5,288
shares
|
$328,966
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
5,284
shares
|
$328,717
0.01% of portfolio
|
Q2 2025
Added 303.36%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
5,264
shares
|
$327,473
0.01% of portfolio
|
Q2 2025
Added 305.86%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
5,230
shares
|
$325,358
0.01% of portfolio
|
Q2 2025
Added 171.12%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Aug 05, 2025 Q2 2025 |
5,200
shares
|
$323,492
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,192
shares
|
$322,994
0.0% of portfolio
|
Q2 2025
Added 311.74%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
5,168
shares
|
$321,501
0.0% of portfolio
|
Q2 2025
Added 275.31%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
5,152
shares
|
$320,505
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
5,127
shares
|
$318,950
0.01% of portfolio
|
Q2 2025
Added 7668.18%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
5,116
shares
|
$318,266
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
5,091
shares
|
$316,711
0.08% of portfolio
|
Q1 2025
Reduced 43.98%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
5,008
shares
|
$311,547
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
4,910
shares
|
$305,451
0.01% of portfolio
|
Q2 2025
Added 181.38%
|