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 |
|---|---|---|---|---|---|
|
Boyar Asset Management Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
3,197
shares
|
$644,291
0.39% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
3,150
shares
|
$634,819
0.43% of portfolio
|
Q4 2024
Added 57.5%
|
|
|
Yorktown Management & Research CO Inc
|
Jan 27, 2025 Q4 2024 |
3,100
shares
|
$624,743
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
3,072
shares
|
$619,100
0.0% of portfolio
|
Q4 2024
Reduced 42.6%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
3,067
shares
|
$618,092
0.27% of portfolio
|
Q4 2024
Reduced 10.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
3,012
shares
|
$607,008
0.03% of portfolio
|
Q4 2024
Reduced 9.63%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,989
shares
|
$602,373
0.02% of portfolio
|
Q4 2024
Reduced 27.47%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
2,971
shares
|
$598,745
0.02% of portfolio
|
Q4 2024
Added 47.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
2,967
shares
|
$597,939
0.0% of portfolio
|
Q4 2024
Added 115.47%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
2,931
shares
|
$590,684
0.0% of portfolio
|
Q4 2024
Added 37.54%
|
|
|
Bayforest Capital LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
2,902
shares
|
$584,840
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
2,893
shares
|
$583,026
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
2,892
shares
|
$582,824
0.01% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
2,885
shares
|
$581,414
0.17% of portfolio
|
Q4 2024
Reduced 13.29%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
2,860
shares
|
$576,375
0.06% of portfolio
|
Q4 2024
Reduced 8.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,854
shares
|
$575,166
0.03% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
2,849
shares
|
$574,158
0.0% of portfolio
|
Q4 2024
Added 65.54%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,839
shares
|
$572,143
0.03% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,828
shares
|
$569,926
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
2,778
shares
|
$559,850
0.04% of portfolio
|
Q4 2024
Reduced 5.22%
|
|
|
Alps Advisors Inc
Denver, CO |
Feb 13, 2025 Q4 2024 |
2,768
shares
|
$557,835
0.0% of portfolio
|
Q3 2024
Reduced 13.77%
|
|
|
Bryce Point Capital, LLC
Scarsdale, NY |
Feb 12, 2025 Q4 2024 |
2,750
shares
|
$554,207
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,743
shares
|
$552,796
0.0% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,735
shares
|
$551,184
0.02% of portfolio
|
Q4 2024
Added 18.45%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
2,699
shares
|
$543,929
0.02% of portfolio
|
Q4 2024
Reduced 9.49%
|