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 |
|---|---|---|---|---|---|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
40
shares
|
$2,641
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
40
shares
|
$2,641
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
37
shares
|
$2,443
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
36
shares
|
$2,377
0.0% of portfolio
|
Q3 2025
Added 500.0%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
36
shares
|
$2,377
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
36
shares
|
$2,377
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
35
shares
|
$2,311
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
32
shares
|
$2,112
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
32
shares
|
$2,112
0.0% of portfolio
|
Q3 2025
Added 33.33%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
32
shares
|
$2,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
30
shares
|
$1,980
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
29
shares
|
$1,914
0.0% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
29
shares
|
$1,914
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
28
shares
|
$1,848
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Nov 06, 2025 Q3 2025 |
26
shares
|
$1,716
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
26
shares
|
$1,716
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
24
shares
|
$1,584
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
24
shares
|
$1,584
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
22
shares
|
$1,452
0.0% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Onefund, LLC
Saint Petersburg, FL |
Nov 14, 2025 Q3 2025 |
21
shares
|
$1,386
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$1,320
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
20
shares
|
$1,320
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
19
shares
|
$1,254
0.0% of portfolio
|
Q2 2025
Added 137.5%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
19
shares
|
$1,254
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
18
shares
|
$1,188
0.0% of portfolio
|
Q3 2025
Added 350.0%
|
|