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 645 institutions that hold shares in the stock, with a total of 90.1 Million shares, which have been reported (via 13F filing form) to have a value of $19.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
8,037
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
7,900
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,788
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2024
Added 79.16%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
7,696
shares
|
$1.69 Million
0.66% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
7,668
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 36.01%
|
|
|
Noked Capital LTD
Tel Aviv, L3 |
Nov 14, 2022 Q3 2022 |
7,637
shares
|
$1.67 Million
0.05% of portfolio
|
Q3 2022
Reduced 68.21%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
7,628
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2024
Reduced 28.1%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,453
shares
|
$1.63 Million
0.51% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
7,430
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
7,421
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2024
Reduced 43.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
7,366
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 38.98%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Nov 12, 2024 Q3 2024 |
7,329
shares
|
$1.6 Million
0.24% of portfolio
|
Q3 2024
Added 222.58%
|
|
|
Hanseatic Management Services Inc
|
Jan 15, 2025 Q4 2024 |
7,313
shares
|
$1.6 Million
1.78% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
7,278
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
7,187
shares
|
$1.57 Million
0.23% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Nov 13, 2024 Q3 2024 |
7,115
shares
|
$1.56 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
7,075
shares
|
$1.55 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
7,050
shares
|
$1.54 Million
0.38% of portfolio
|
Q3 2023
Added 4.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,026
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 60.45%
|
|
|
Main Management ETF Advisors, LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
6,984
shares
|
$1.53 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
6,974
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Caldwell Investment Management Ltd.
|
Jan 14, 2025 Q4 2024 |
6,800
shares
|
$1.49 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,785
shares
|
$1.49 Million
0.14% of portfolio
|
Q2 2023
Added 3.57%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
6,632
shares
|
$1.45 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
6,616
shares
|
$1.45 Million
0.7% of portfolio
|
Q3 2024
New holding
|