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 |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
6,450
shares
|
$1.41 Million
0.19% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Algert Global LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
6,362
shares
|
$1.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 52.71%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
6,183
shares
|
$1.35 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.57%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,181
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2023
Reduced 46.68%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,169
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
6,141
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
6,100
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2023
Reduced 14.78%
|
|
|
Deka Bank Deutsche Girozentrale
|
Oct 24, 2024 Q3 2024 |
6,043
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2023
Added 10.88%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
6,008
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 9.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
5,981
shares
|
$1.31 Million
0.03% of portfolio
|
Q4 2024
Added 14.05%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
5,928
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
5,856
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Eschler Asset Management LLP
Cambridge, X0 |
Nov 13, 2024 Q3 2024 |
5,800
shares
|
$1.27 Million
1.32% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,794
shares
|
$1.27 Million
1.07% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
5,722
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Added 9.24%
|
|
|
Utah Retirement Systems
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
5,700
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
5,692
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
5,650
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 98.25%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
5,607
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
5,596
shares
|
$1.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
5,583
shares
|
$1.22 Million
0.57% of portfolio
|
Q3 2024
Reduced 34.73%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
5,497
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Added 13.13%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
5,495
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Winton Group LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
5,464
shares
|
$1.2 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
5,456
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Added 1.24%
|