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 |
|---|---|---|---|---|---|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jan 17, 2025 Q4 2024 |
2,190
shares
|
$441,350
0.21% of portfolio
|
Q4 2024
Reduced 12.78%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
2,186
shares
|
$440,544
0.01% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
2,177
shares
|
$438,730
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,175
shares
|
$438,327
0.01% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Entry Point Capital, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,172
shares
|
$437,723
0.17% of portfolio
|
Q4 2024
Reduced 28.76%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
2,146
shares
|
$432,483
0.0% of portfolio
|
Q4 2024
Added 45.99%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,117
shares
|
$426,639
0.02% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
2,100
shares
|
$423,213
0.37% of portfolio
|
Q4 2024
Added 40.47%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
2,072
shares
|
$417,570
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
2,062
shares
|
$415,554
0.34% of portfolio
|
Q4 2024
Reduced 52.76%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
2,013
shares
|
$405,679
0.0% of portfolio
|
Q4 2024
Added 25.73%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
2,010
shares
|
$405,075
0.01% of portfolio
|
Q4 2024
Reduced 2.9%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
1,962
shares
|
$395,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,954
shares
|
$393,789
0.05% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1,947
shares
|
$392,378
0.01% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
1,939
shares
|
$390,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
1,929
shares
|
$388,751
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
1,908
shares
|
$384,519
0.01% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
1,907
shares
|
$384,317
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,900
shares
|
$382,907
0.03% of portfolio
|
Q4 2024
Added 32.59%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,881
shares
|
$379,077
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
1,876
shares
|
$378,070
0.0% of portfolio
|
Q4 2024
Reduced 38.51%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 12, 2025 Q4 2024 |
1,865
shares
|
$375,853
0.12% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Twinbeech Capital LP
Purchase, NY |
Feb 14, 2025 Q4 2024 |
1,864
shares
|
$375,651
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,856
shares
|
$374,039
0.0% of portfolio
|
Q3 2024
Added 0.32%
|