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 |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
96
shares
|
$6,338
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
96
shares
|
$6,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
89
shares
|
$5,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
88
shares
|
$5,810
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
88
shares
|
$5,810
0.0% of portfolio
|
Q3 2025
Reduced 38.89%
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
84
shares
|
$5,546
0.0% of portfolio
|
Q3 2025
Added 13.51%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
80
shares
|
$5,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
79
shares
|
$5,216
0.0% of portfolio
|
Q3 2025
Added 558.33%
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
72
shares
|
$4,754
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
71
shares
|
$4,688
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
64
shares
|
$4,225
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
62
shares
|
$4,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
60
shares
|
$3,961
0.0% of portfolio
|
Q2 2025
Added 650.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
60
shares
|
$3,961
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
59
shares
|
$3,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
56
shares
|
$3,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
56
shares
|
$3,697
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
53
shares
|
$3,499
0.0% of portfolio
|
Q3 2025
Added 82.76%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
50
shares
|
$3,301
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Nov 12, 2025 Q3 2025 |
49
shares
|
$3,235
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
49
shares
|
$3,235
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
48
shares
|
$3,169
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
44
shares
|
$2,905
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
44
shares
|
$2,905
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
42
shares
|
$2,773
0.0% of portfolio
|
Q3 2025
New holding
|
|