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 |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,420
shares
|
$150,548
0.01% of portfolio
|
Q2 2025
Added 287.82%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
2,411
shares
|
$149,988
0.0% of portfolio
|
Q2 2025
Reduced 58.91%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,360
shares
|
$146,815
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
2,292
shares
|
$142,585
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
2,240
shares
|
$139,350
0.0% of portfolio
|
Q2 2025
Added 352.53%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
1,984
shares
|
$123,424
0.01% of portfolio
|
Q2 2025
Added 37.4%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,941
shares
|
$120,749
0.0% of portfolio
|
Q2 2025
Added 328.48%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
1,920
shares
|
$119,443
0.0% of portfolio
|
Q2 2025
Added 507.59%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
1,920
shares
|
$119,443
0.05% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
1,901
shares
|
$118,261
0.04% of portfolio
|
Q2 2025
Added 591.27%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,856
shares
|
$115,461
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,855
shares
|
$115,399
0.01% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,852
shares
|
$115,212
0.04% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
1,756
shares
|
$109,240
0.0% of portfolio
|
Q2 2025
Added 336.82%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
1,744
shares
|
$108,494
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
1,728
shares
|
$107,498
0.01% of portfolio
|
Q2 2025
Added 289.19%
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,688
shares
|
$105,010
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
1,656
shares
|
$103,019
0.02% of portfolio
|
Q2 2025
Added 320.3%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
1,645
shares
|
$102,335
0.08% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1,612
shares
|
$100,282
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
1,556
shares
|
$96,798
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
1,540
shares
|
$95,803
0.0% of portfolio
|
Q2 2025
Added 152.05%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
1,516
shares
|
$94,310
0.05% of portfolio
|
Q2 2025
Added 306.43%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,516
shares
|
$94,310
0.0% of portfolio
|
Q2 2025
Added 316.48%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,465
shares
|
$91,137
0.01% of portfolio
|
Q2 2025
Added 839.59%
|