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 |
---|---|---|---|---|---|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
1,350
shares
|
$295,636
0.0% of portfolio
|
Q4 2022
Reduced 36.29%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jan 15, 2025 Q4 2024 |
1,335
shares
|
$292,351
0.04% of portfolio
|
Q4 2024
New holding
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
1,281
shares
|
$280,526
0.01% of portfolio
|
Q4 2024
New holding
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
1,200
shares
|
$262,788
0.03% of portfolio
|
Q3 2024
New holding
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
1,200
shares
|
$262,788
0.13% of portfolio
|
Q4 2024
New holding
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
1,188
shares
|
$260,160
0.12% of portfolio
|
Q4 2024
New holding
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
1,177
shares
|
$257,751
0.05% of portfolio
|
Q4 2024
New holding
|
|
Western Pacific Wealth Management, LP
|
Jan 24, 2025 Q4 2024 |
1,100
shares
|
$240,889
0.16% of portfolio
|
Q3 2023
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,034
shares
|
$226,435
0.12% of portfolio
|
Q4 2024
Reduced 7.76%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,006
shares
|
$220,303
0.0% of portfolio
|
Q3 2024
Reduced 10.34%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,000
shares
|
$218,990
0.01% of portfolio
|
Q3 2020
New holding
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
962
shares
|
$210,668
0.0% of portfolio
|
Q3 2024
Reduced 14.18%
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
912
shares
|
$199,718
0.03% of portfolio
|
Q4 2024
Added 0.33%
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
910
shares
|
$199,280
0.16% of portfolio
|
Q4 2024
New holding
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
905
shares
|
$198,185
0.0% of portfolio
|
Q3 2024
Reduced 29.84%
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
861
shares
|
$188,550
0.04% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
812
shares
|
$177,819
0.0% of portfolio
|
Q3 2024
Added 7.41%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
810
shares
|
$177,381
0.0% of portfolio
|
Q3 2024
Added 305.0%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 24, 2024 Q3 2024 |
785
shares
|
$171,907
0.01% of portfolio
|
Q2 2024
Reduced 11.5%
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
721
shares
|
$157,891
0.01% of portfolio
|
Q2 2024
Added 0.14%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
714
shares
|
$156,358
0.0% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
712
shares
|
$155,920
0.0% of portfolio
|
Q3 2024
Added 37.45%
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
704
shares
|
$154,168
0.05% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
696
shares
|
$152,417
0.0% of portfolio
|
Q3 2024
Reduced 23.77%
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
694
shares
|
$151,979
0.0% of portfolio
|
Q3 2024
Reduced 1.42%
|