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 680 institutions that hold shares in the stock, with a total of 89 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
10,199,141
shares
|
$2.31 Billion
0.03% of portfolio
|
Q3 2024
Added 2.84%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
9,301,894
shares
|
$2.1 Billion
0.03% of portfolio
|
Q2 2024
Added 2.32%
|
|
|
Orbis Allan Gray LTD
Hamilton, D0 |
Nov 14, 2024 Q3 2024 |
6,503,137
shares
|
$1.47 Billion
5.84% of portfolio
|
Q3 2024
Reduced 6.59%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
4,017,082
shares
|
$909 Million
0.05% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
3,883,225
shares
|
$878 Million
1.24% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
William Von Mueffling
Cantillon Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,395,690
shares
|
$768 Million
4.06% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,222,135
shares
|
$729 Million
0.02% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
2,774,582
shares
|
$628 Million
34.56% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,065,535
shares
|
$467 Million
0.02% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
John Armitage
Egerton Capital (Uk) LLP
|
Feb 10, 2025 Q4 2024 |
1,848,173
shares
|
$418 Million
4.89% of portfolio
|
Q4 2024
Reduced 45.36%
|
|
|
Jarislowsky, Fraser LTD
|
Nov 13, 2024 Q3 2024 |
1,454,505
shares
|
$329 Million
1.26% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,397,274
shares
|
$316 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
1,391,096
shares
|
$315 Million
0.25% of portfolio
|
Q3 2024
Reduced 44.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,221,786
shares
|
$276 Million
0.01% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,162,815
shares
|
$263 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Bares Capital Management, Inc.
Austin, TX |
Nov 15, 2024 Q3 2024 |
1,116,524
shares
|
$253 Million
14.17% of portfolio
|
Q3 2024
Reduced 55.92%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Feb 07, 2025 Q3 2024 |
1,082,556
shares
|
$245 Million
0.19% of portfolio
|
Q3 2024
Reduced 23.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1,002,950
shares
|
$227 Million
0.03% of portfolio
|
Q3 2024
Added 21.5%
|
|
|
Bamco Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
912,608
shares
|
$206 Million
0.35% of portfolio
|
Q3 2024
Added 16.26%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
818,198
shares
|
$185 Million
0.03% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
763,989
shares
|
$173 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Nov 14, 2024 Q3 2024 |
708,333
shares
|
$160 Million
0.4% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
679,495
shares
|
$154 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
676,926
shares
|
$153 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
619,388
shares
|
$140 Million
0.22% of portfolio
|
Q4 2022
Added 1.07%
|