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 |
|---|---|---|---|---|---|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
12
shares
|
$744
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
11
shares
|
$682
0.0% of portfolio
|
Q1 2025
Reduced 26.67%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
11
shares
|
$682
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
May 09, 2025 Q1 2025 |
9
shares
|
$558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
9
shares
|
$558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
8
shares
|
$496
0.0% of portfolio
|
Q1 2025
Added 300.0%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
8
shares
|
$496
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
7
shares
|
$434
0.0% of portfolio
|
Q1 2025
Added 133.33%
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
7
shares
|
$434
0.0% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
6
shares
|
$372
0.0% of portfolio
|
Q1 2023
Reduced 72.73%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
6
shares
|
$372
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
5
shares
|
$310
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
4
shares
|
$248
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
4
shares
|
$248
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
3
shares
|
$186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
2
shares
|
$124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
2
shares
|
$124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
2
shares
|
$124
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$62
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
1
shares
|
$62
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$62
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|