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 823 institutions that hold shares in the stock, with a total of 98.5 Million shares, which have been reported (via 13F filing form) to have a value of $6.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
33
shares
|
$2,046
0.0% of portfolio
|
Q4 2024
Reduced 62.5%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
32
shares
|
$1,984
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
31
shares
|
$1,922
0.0% of portfolio
|
Q3 2024
Added 244.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
30
shares
|
$1,860
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
30
shares
|
$1,860
0.0% of portfolio
|
Q1 2025
Reduced 51.61%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
30
shares
|
$1,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
30
shares
|
$1,860
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
29
shares
|
$1,798
0.0% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
28
shares
|
$1,736
0.0% of portfolio
|
Q4 2024
Reduced 44.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
28
shares
|
$1,736
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
26
shares
|
$1,612
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
25
shares
|
$1,550
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
24
shares
|
$1,488
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
24
shares
|
$1,488
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
24
shares
|
$1,488
0.0% of portfolio
|
Q2 2025
Added 166.67%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
24
shares
|
$1,488
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
22
shares
|
$1,364
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
21
shares
|
$1,302
0.0% of portfolio
|
Q4 2024
Added 31.25%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$1,240
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
16
shares
|
$992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
14
shares
|
$868
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Command Advisory Services, Inc.
|
May 02, 2025 Q1 2025 |
14
shares
|
$868
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
13
shares
|
$806
0.0% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
12
shares
|
$744
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
12
shares
|
$744
0.0% of portfolio
|
Q2 2025
Added 9.09%
|