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 |
|---|---|---|---|---|---|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
17
shares
|
$1,122
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
14
shares
|
$924
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
12
shares
|
$792
0.0% of portfolio
|
Q2 2025
Added 1100.0%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
12
shares
|
$792
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12
shares
|
$792
0.0% of portfolio
|
Q3 2025
Reduced 99.26%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
11
shares
|
$726
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
West End Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
10
shares
|
$660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
10
shares
|
$660
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
8
shares
|
$528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
8
shares
|
$528
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
8
shares
|
$528
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
7
shares
|
$462
0.0% of portfolio
|
Q3 2025
Reduced 99.17%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
6
shares
|
$396
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
5
shares
|
$330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
4
shares
|
$264
0.0% of portfolio
|
Q2 2025
Reduced 90.48%
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
4
shares
|
$264
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
4
shares
|
$264
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2
shares
|
$132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|