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 |
|---|---|---|---|---|---|
|
Algert Global LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
4,888
shares
|
$304,082
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Boyar Asset Management Inc.
New York, NY |
Jul 21, 2025 Q2 2025 |
4,884
shares
|
$303,833
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
4,830
shares
|
$300,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
4,828
shares
|
$300,349
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
4,824
shares
|
$300,101
0.1% of portfolio
|
Q2 2025
Added 531.41%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,816
shares
|
$299,603
0.44% of portfolio
|
Q4 2022
Added 4.7%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
4,812
shares
|
$299,354
0.01% of portfolio
|
Q2 2025
Added 278.3%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
4,808
shares
|
$299,105
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meitav Dash Investments LTD
|
Jul 23, 2025 Q2 2025 |
4,800
shares
|
$298,608
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
4,768
shares
|
$296,617
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leeward Financial Partners, LLC
|
Aug 04, 2025 Q2 2025 |
4,761
shares
|
$296,181
0.09% of portfolio
|
Q2 2025
Added 247.26%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Aug 12, 2025 Q2 2025 |
4,700
shares
|
$292,387
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 30, 2025 Q2 2025 |
4,600
shares
|
$286,166
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
4,598
shares
|
$286,041
0.01% of portfolio
|
Q2 2025
Added 474.75%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
4,518
shares
|
$281,064
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Carmignac Gestion
Paris, I0 |
Aug 13, 2025 Q2 2025 |
4,514
shares
|
$280,815
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
4,494
shares
|
$279,571
0.03% of portfolio
|
Q2 2025
Added 274.5%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,476
shares
|
$278,451
0.0% of portfolio
|
Q2 2025
Added 288.2%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
4,413
shares
|
$274,532
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,405
shares
|
$274,035
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
4,400
shares
|
$273,724
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
4,384
shares
|
$272,728
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
4,377
shares
|
$272,293
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
4,368
shares
|
$271,733
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
4,348
shares
|
$270,489
0.19% of portfolio
|
Q2 2025
Added 248.96%
|