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 704 institutions that hold shares in the stock, with a total of 91.7 Million shares, which have been reported (via 13F filing form) to have a value of $21.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
47
shares
|
$11,037
0.01% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
46
shares
|
$10,803
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
45
shares
|
$10,568
0.01% of portfolio
|
Q2 2024
Reduced 63.11%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
42
shares
|
$9,863
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
40
shares
|
$9,394
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
39
shares
|
$9,159
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
34
shares
|
$7,984
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
31
shares
|
$7,280
0.0% of portfolio
|
Q3 2024
Added 244.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
30
shares
|
$7,045
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
30
shares
|
$7,045
0.01% of portfolio
|
Q4 2023
Reduced 18.92%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
30
shares
|
$7,045
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
29
shares
|
$6,810
0.0% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
28
shares
|
$6,575
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
28
shares
|
$6,575
0.0% of portfolio
|
Q2 2024
Reduced 15.15%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
26
shares
|
$6,106
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
25
shares
|
$5,871
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
24
shares
|
$5,636
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
24
shares
|
$5,636
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
21
shares
|
$4,931
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
21
shares
|
$4,931
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
20
shares
|
$4,697
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$4,697
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
20
shares
|
$4,697
0.0% of portfolio
|
Q4 2024
Added 17.65%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
18
shares
|
$4,227
0.0% of portfolio
|
Q4 2024
Added 125.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
15
shares
|
$3,522
0.0% of portfolio
|
Q2 2024
Added 7.14%
|