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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
356
shares
|
$22,146
0.0% of portfolio
|
Q2 2025
Added 368.42%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
340
shares
|
$21,151
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
339
shares
|
$21,089
0.06% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
321
shares
|
$19,969
0.0% of portfolio
|
Q2 2025
Added 791.67%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
320
shares
|
$19,907
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
317
shares
|
$19,720
0.0% of portfolio
|
Q2 2025
Added 301.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
309
shares
|
$19,222
0.0% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
281
shares
|
$17,481
0.01% of portfolio
|
Q1 2024
Reduced 83.17%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
258
shares
|
$16,050
0.0% of portfolio
|
Q2 2025
Added 337.29%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
250
shares
|
$15,552
0.04% of portfolio
|
Q4 2024
Reduced 58.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
232
shares
|
$14,432
0.0% of portfolio
|
Q2 2025
Added 346.15%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
232
shares
|
$14,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
224
shares
|
$13,935
0.0% of portfolio
|
Q2 2025
Reduced 96.7%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
222
shares
|
$13,810
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
200
shares
|
$12,442
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
197
shares
|
$12,255
0.01% of portfolio
|
Q2 2025
Added 319.15%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
193
shares
|
$12,006
0.01% of portfolio
|
Q3 2021
Added 19200.0%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
180
shares
|
$11,197
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
168
shares
|
$10,451
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
160
shares
|
$9,953
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
157
shares
|
$9,766
0.0% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
144
shares
|
$8,958
0.0% of portfolio
|
Q2 2025
Added 234.88%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
132
shares
|
$8,211
0.0% of portfolio
|
Q2 2025
Added 407.69%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
124
shares
|
$7,714
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
124
shares
|
$7,714
0.0% of portfolio
|
Q2 2025
Added 300.0%
|