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 995 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
Nov 07, 2025 Q3 2025 |
10,221
shares
|
$674,892
0.41% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
10,192
shares
|
$672,977
0.07% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
10,156
shares
|
$670,600
0.02% of portfolio
|
Q3 2025
Added 241.61%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
10,066
shares
|
$664,657
0.3% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 13, 2025 Q3 2025 |
9,948
shares
|
$656,866
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
9,947
shares
|
$656,800
0.03% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
9,925
shares
|
$655,347
0.28% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Entry Point Capital, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,924
shares
|
$655,281
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Nov 12, 2025 Q3 2025 |
9,895
shares
|
$653,366
0.0% of portfolio
|
Q3 2025
Added 134.04%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Nov 14, 2025 Q3 2025 |
9,820
shares
|
$648,414
0.16% of portfolio
|
Q3 2025
Reduced 40.56%
|
|
|
Severin Investments, LLC
St. Louis, MO |
Dec 03, 2025 Q3 2025 |
9,689
shares
|
$639,764
0.59% of portfolio
|
Q3 2025
Reduced 10.86%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
9,635
shares
|
$636,199
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,616
shares
|
$634,944
0.03% of portfolio
|
Q3 2025
Reduced 70.69%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Dec 17, 2025 Q3 2025 |
9,507
shares
|
$627,747
0.05% of portfolio
|
Q3 2025
Reduced 24.24%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Nov 12, 2025 Q3 2025 |
9,427
shares
|
$622,464
0.22% of portfolio
|
Q3 2025
Added 95.42%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
9,263
shares
|
$611,635
0.01% of portfolio
|
Q3 2025
Added 25.55%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
9,151
shares
|
$604,240
0.01% of portfolio
|
Q2 2025
Reduced 38.45%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
9,073
shares
|
$599,090
0.05% of portfolio
|
Q3 2025
Added 100.82%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
9,053
shares
|
$597,769
0.0% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
R Squared LTD
Central, K3 |
Nov 12, 2025 Q3 2025 |
9,021
shares
|
$595,656
0.27% of portfolio
|
Q3 2025
Added 141.07%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
9,014
shares
|
$595,194
0.4% of portfolio
|
Q2 2023
Reduced 1.11%
|
|
|
Thrive Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
8,950
shares
|
$590,968
0.09% of portfolio
|
Q3 2025
Added 2.98%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
8,915
shares
|
$588,657
0.49% of portfolio
|
Q3 2025
Reduced 0.22%
|
|