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 997 institutions that hold shares in the stock, with a total of 348 Million shares, which have been reported (via 13F filing form) to have a value of $23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 14, 2026 Q4 2025 |
29,792
shares
|
$1.97 Million
0.86% of portfolio
|
Q4 2025
Reduced 3.93%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
29,752
shares
|
$1.96 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.67%
|
|
|
Manchester Financial Inc
|
Oct 15, 2025 Q3 2025 |
29,583
shares
|
$1.95 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
29,474
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2025
Reduced 89.86%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
28,881
shares
|
$1.91 Million
0.13% of portfolio
|
Q4 2025
Added 5.0%
|
|
|
Australian Super Pty LTD
|
Nov 12, 2025 Q3 2025 |
28,588
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
Added 16.82%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
28,338
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.22%
|
|
|
Abrdn PLC
|
Nov 06, 2025 Q3 2025 |
28,298
shares
|
$1.87 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
28,204
shares
|
$1.86 Million
0.06% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
28,200
shares
|
$1.86 Million
0.44% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 13, 2025 Q3 2025 |
28,015
shares
|
$1.85 Million
0.59% of portfolio
|
Q3 2025
Reduced 14.44%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 10, 2025 Q3 2025 |
27,500
shares
|
$1.82 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.65%
|
|
|
Caldwell Investment Management Ltd.
|
Oct 27, 2025 Q3 2025 |
27,100
shares
|
$1.79 Million
1.94% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
26,923
shares
|
$1.78 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Kepler Cheuvreux (Suisse) Sa
Nyon, |
Nov 13, 2025 Q3 2025 |
26,911
shares
|
$1.78 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
26,887
shares
|
$1.78 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
26,875
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Added 36.83%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
26,874
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
26,417
shares
|
$1.74 Million
0.02% of portfolio
|
Q3 2025
Added 83.58%
|
|
|
Hartford Investment Management CO
|
Nov 04, 2025 Q3 2025 |
26,127
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
26,019
shares
|
$1.72 Million
0.24% of portfolio
|
Q3 2025
Reduced 44.36%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
25,956
shares
|
$1.71 Million
0.03% of portfolio
|
Q3 2025
Added 5.58%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
25,816
shares
|
$1.7 Million
0.06% of portfolio
|
Q4 2025
Added 19.96%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
25,461
shares
|
$1.68 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
25,195
shares
|
$1.66 Million
1.21% of portfolio
|
Q3 2025
Added 0.61%
|
|