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 828 institutions that hold shares in the stock, with a total of 98.6 Million shares, which have been reported (via 13F filing form) to have a value of $6.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Penserra Capital Management LLC
Orinda, CA |
Apr 29, 2025 Q1 2025 |
495
shares
|
$30,813
0.0% of portfolio
|
Q1 2025
Reduced 94.85%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
May 09, 2025 Q1 2025 |
480
shares
|
$29,880
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
479
shares
|
$29,817
0.01% of portfolio
|
Q2 2025
Added 312.93%
|
|
|
Ci Investments Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
453
shares
|
$28,199
0.0% of portfolio
|
Q1 2025
Reduced 11.35%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
441
shares
|
$27,452
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
428
shares
|
$26,643
0.01% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
420
shares
|
$26,145
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
402
shares
|
$25,024
0.0% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
400
shares
|
$24,900
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
394
shares
|
$24,526
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
391
shares
|
$24,339
0.0% of portfolio
|
Q1 2025
Added 240.0%
|
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
384
shares
|
$23,904
0.0% of portfolio
|
Q2 2025
Added 272.82%
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
373
shares
|
$23,219
0.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
371
shares
|
$23,094
0.0% of portfolio
|
Q1 2025
Added 642.0%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
370
shares
|
$23,032
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
356
shares
|
$22,161
0.0% of portfolio
|
Q2 2025
Added 368.42%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
350
shares
|
$21,787
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
350
shares
|
$21,787
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
341
shares
|
$21,227
0.0% of portfolio
|
Q1 2025
Added 78.53%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
340
shares
|
$21,165
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
340
shares
|
$21,165
0.0% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
339
shares
|
$21,102
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
339
shares
|
$21,102
0.06% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
317
shares
|
$19,733
0.0% of portfolio
|
Q2 2025
Added 301.27%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
316
shares
|
$19,671
0.0% of portfolio
|
Q1 2025
Reduced 6.23%
|