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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
4,338
shares
|
$269,866
0.0% of portfolio
|
Q2 2025
Added 308.47%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
4,328
shares
|
$269,244
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,320
shares
|
$268,747
0.02% of portfolio
|
Q2 2025
Added 104.16%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
4,276
shares
|
$266,009
0.03% of portfolio
|
Q2 2025
Added 178.2%
|
|
|
Kg&L Capital Management,Llc
|
Jul 16, 2025 Q2 2025 |
4,264
shares
|
$265,263
0.07% of portfolio
|
Q2 2025
Added 97.87%
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
4,228
shares
|
$263,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,220
shares
|
$262,526
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
4,188
shares
|
$260,535
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
4,161
shares
|
$258,855
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,153
shares
|
$258,358
0.02% of portfolio
|
Q2 2025
Added 375.17%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
4,100
shares
|
$255,061
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Voleon Capital Management LP
Berkeley, CA |
Aug 14, 2025 Q2 2025 |
4,099
shares
|
$254,998
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4,065
shares
|
$252,883
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
4,008
shares
|
$249,337
0.0% of portfolio
|
Q2 2025
Added 1884.16%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
3,948
shares
|
$245,605
0.33% of portfolio
|
Q1 2025
Added 28.73%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,936
shares
|
$244,858
0.0% of portfolio
|
Q2 2025
Added 300.81%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,875
shares
|
$241,063
0.01% of portfolio
|
Q3 2023
Added 2.81%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
3,860
shares
|
$240,130
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
3,860
shares
|
$240,130
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
3,856
shares
|
$239,881
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
3,840
shares
|
$238,886
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,828
shares
|
$238,139
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
3,820
shares
|
$237,642
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
3,783
shares
|
$235,340
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,772
shares
|
$234,656
0.03% of portfolio
|
Q2 2025
Added 314.96%
|