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 997 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
204
shares
|
$13,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
200
shares
|
$13,206
0.0% of portfolio
|
Q3 2025
Added 92.31%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
200
shares
|
$13,206
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
200
shares
|
$13,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
193
shares
|
$12,743
0.01% of portfolio
|
Q3 2021
Added 19200.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
186
shares
|
$12,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
180
shares
|
$11,885
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
172
shares
|
$11,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
168
shares
|
$11,093
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
167
shares
|
$11,027
0.0% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
148
shares
|
$9,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
129
shares
|
$8,517
0.0% of portfolio
|
Q3 2025
Added 545.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
128
shares
|
$8,451
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
125
shares
|
$8,253
0.0% of portfolio
|
Q3 2025
Added 108.33%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
124
shares
|
$8,187
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
124
shares
|
$8,187
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
120
shares
|
$7,923
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
116
shares
|
$7,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
114
shares
|
$7,527
0.0% of portfolio
|
Q3 2025
Added 29.55%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
108
shares
|
$7,131
0.0% of portfolio
|
Q2 2025
Added 350.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
104
shares
|
$6,867
0.0% of portfolio
|
Q2 2025
Added 395.24%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
101
shares
|
$6,669
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
100
shares
|
$6,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
98
shares
|
$6,470
0.0% of portfolio
|
Q4 2024
Reduced 22.83%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
96
shares
|
$6,338
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|