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 758 institutions that hold shares in the stock, with a total of 92.1 Million shares, which have been reported (via 13F filing form) to have a value of $18.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
7,012
shares
|
$1.41 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Feb 12, 2025 Q4 2024 |
6,901
shares
|
$1.39 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
6,862
shares
|
$1.38 Million
0.26% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
6,800
shares
|
$1.37 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,785
shares
|
$1.37 Million
0.14% of portfolio
|
Q2 2023
Added 3.57%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,632
shares
|
$1.34 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
6,455
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 804.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,426
shares
|
$1.3 Million
0.0% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
6,416
shares
|
$1.29 Million
0.02% of portfolio
|
Q4 2024
Added 133.65%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
6,408
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
6,327
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
6,256
shares
|
$1.26 Million
0.02% of portfolio
|
Q4 2024
Added 55.04%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
6,183
shares
|
$1.25 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,181
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2023
Reduced 46.68%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Feb 14, 2025 Q4 2024 |
6,172
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,169
shares
|
$1.24 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Feb 10, 2025 Q4 2024 |
6,118
shares
|
$1.23 Million
0.79% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Feb 13, 2025 Q4 2024 |
6,111
shares
|
$1.23 Million
2.78% of portfolio
|
Q4 2024
Added 5.36%
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,108
shares
|
$1.23 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
6,100
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2023
Reduced 14.78%
|
|
|
Deka Bank Deutsche Girozentrale
|
Jan 29, 2025 Q4 2024 |
6,043
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2023
Added 10.88%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,981
shares
|
$1.21 Million
0.03% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,856
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
5,820
shares
|
$1.17 Million
0.02% of portfolio
|
Q4 2024
Added 132.24%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,794
shares
|
$1.17 Million
1.07% of portfolio
|
Q3 2024
Added 39.58%
|