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 994 institutions that hold shares in the stock, with a total of 349 Million shares, which have been reported (via 13F filing form) to have a value of $23.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
11,689
shares
|
$771,824
0.06% of portfolio
|
Q4 2023
Added 3.02%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
11,633
shares
|
$768,126
0.01% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
11,606
shares
|
$766,344
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Engineers Gate Manager LP
New York, NY |
Nov 14, 2025 Q3 2025 |
11,527
shares
|
$761,127
0.01% of portfolio
|
Q3 2025
Reduced 70.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
11,438
shares
|
$755,251
0.01% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
11,424
shares
|
$754,326
0.22% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
11,393
shares
|
$752,279
0.0% of portfolio
|
Q3 2025
Added 98.55%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
11,340
shares
|
$748,780
0.02% of portfolio
|
Q3 2025
Added 32.17%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 13, 2025 Q3 2025 |
11,285
shares
|
$745,148
0.05% of portfolio
|
Q3 2025
Reduced 7.61%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
11,125
shares
|
$734,583
0.28% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
10,985
shares
|
$725,339
0.03% of portfolio
|
Q1 2023
Added 1.51%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
10,895
shares
|
$719,396
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2025 Q3 2025 |
10,736
shares
|
$708,898
0.0% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,727
shares
|
$708,303
0.01% of portfolio
|
Q3 2025
Reduced 26.87%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
10,727
shares
|
$708,303
0.02% of portfolio
|
Q3 2025
Added 34.88%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
10,542
shares
|
$696,088
0.14% of portfolio
|
Q3 2025
Reduced 6.97%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
10,470
shares
|
$691,334
0.38% of portfolio
|
Q4 2025
Reduced 7.47%
|
|
|
Malaga Cove Capital, LLC
|
Nov 12, 2025 Q3 2025 |
10,470
shares
|
$691,334
0.28% of portfolio
|
Q3 2025
Reduced 8.0%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Nov 17, 2025 Q3 2025 |
10,449
shares
|
$689,947
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
10,407
shares
|
$687,174
0.01% of portfolio
|
Q3 2025
Added 9.29%
|
|
|
Ing Groep Nv
|
Nov 06, 2025 Q3 2025 |
10,353
shares
|
$683,608
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Oct 23, 2025 Q3 2025 |
10,347
shares
|
$683,212
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Interval Partners, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,329
shares
|
$682,023
0.01% of portfolio
|
Q3 2025
Reduced 80.41%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
10,323
shares
|
$681,627
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 07, 2026 Q4 2025 |
10,317
shares
|
$681,231
0.25% of portfolio
|
Q4 2025
Reduced 35.1%
|
|