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 |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
3,750
shares
|
$233,287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,747
shares
|
$233,100
0.0% of portfolio
|
Q2 2025
Added 106.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
3,743
shares
|
$232,852
0.0% of portfolio
|
Q2 2025
Added 428.67%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
3,742
shares
|
$232,789
0.11% of portfolio
|
Q2 2025
Added 192.34%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
3,716
shares
|
$231,172
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,707
shares
|
$230,612
0.0% of portfolio
|
Q2 2025
Added 167.07%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 11, 2025 Q2 2025 |
3,660
shares
|
$227,688
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
3,648
shares
|
$226,942
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,600
shares
|
$223,956
0.05% of portfolio
|
Q2 2025
Added 323.53%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
3,562
shares
|
$221,592
0.0% of portfolio
|
Q2 2025
Added 369.92%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
3,416
shares
|
$212,509
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,367
shares
|
$209,461
0.23% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,225
shares
|
$200,627
0.01% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
3,224
shares
|
$200,565
0.13% of portfolio
|
Q2 2025
Added 288.43%
|
|
|
Western Pacific Wealth Management, LP
|
Jul 10, 2025 Q2 2025 |
3,200
shares
|
$199,072
0.18% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
3,081
shares
|
$191,669
0.0% of portfolio
|
Q2 2025
Added 13904.55%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
3,004
shares
|
$186,878
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
2,973
shares
|
$184,950
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,920
shares
|
$181,653
0.0% of portfolio
|
Q2 2025
Added 174.44%
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
2,740
shares
|
$170,455
0.08% of portfolio
|
Q2 2025
Added 3929.41%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
2,552
shares
|
$158,759
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
2,544
shares
|
$158,262
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
2,501
shares
|
$155,587
0.01% of portfolio
|
Q2 2025
Added 238.43%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,456
shares
|
$152,787
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
2,450
shares
|
$152,414
0.04% of portfolio
|
Q2 2025
Added 313.85%
|