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 |
---|---|---|---|---|---|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
145
shares
|
$9,026
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
124
shares
|
$7,719
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
116
shares
|
$7,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
113
shares
|
$7,034
0.0% of portfolio
|
Q1 2025
New holding
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
112
shares
|
$6,972
0.0% of portfolio
|
Q1 2025
Added 20.43%
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
107
shares
|
$6,660
0.0% of portfolio
|
Q1 2025
Added 435.0%
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
100
shares
|
$6,225
0.0% of portfolio
|
Q2 2025
New holding
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
98
shares
|
$6,100
0.0% of portfolio
|
Q4 2024
Reduced 22.83%
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
96
shares
|
$5,976
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
96
shares
|
$5,976
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
Meeder Asset Management Inc
|
May 07, 2025 Q1 2025 |
92
shares
|
$5,727
0.0% of portfolio
|
Q1 2025
Added 70.37%
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
88
shares
|
$5,478
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
72
shares
|
$4,482
0.0% of portfolio
|
Q2 2025
New holding
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
68
shares
|
$4,233
0.01% of portfolio
|
Q1 2025
Reduced 99.48%
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
66
shares
|
$4,108
0.0% of portfolio
|
Q1 2025
Added 13.79%
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
66
shares
|
$4,108
0.0% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
64
shares
|
$3,984
0.0% of portfolio
|
Q1 2025
Reduced 90.45%
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
64
shares
|
$3,984
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
60
shares
|
$3,735
0.0% of portfolio
|
Q2 2025
Added 650.0%
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
59
shares
|
$3,672
0.0% of portfolio
|
Q1 2025
Added 227.78%
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
52
shares
|
$3,237
0.0% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Apr 14, 2025 Q1 2025 |
50
shares
|
$3,112
0.01% of portfolio
|
Q4 2023
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
47
shares
|
$2,925
0.01% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
Esl Trust Services, LLC
|
May 12, 2025 Q1 2025 |
46
shares
|
$2,863
0.0% of portfolio
|
Q2 2024
New holding
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
43
shares
|
$2,676
0.0% of portfolio
|
Q1 2025
Reduced 29.51%
|