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 628 institutions that hold shares in the stock, with a total of 90 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
54
shares
|
$10,001
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
53
shares
|
$9,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
53
shares
|
$9,816
0.0% of portfolio
|
Q3 2024
Added 3.92%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
50
shares
|
$9,260
0.0% of portfolio
|
Q3 2024
Added 78.57%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Oct 21, 2024 Q3 2024 |
50
shares
|
$9,260
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
50
shares
|
$9,260
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
47
shares
|
$8,704
0.01% of portfolio
|
Q3 2024
Reduced 26.56%
|
|
|
Esl Trust Services, LLC
|
Nov 01, 2024 Q3 2024 |
46
shares
|
$8,519
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
45
shares
|
$8,334
0.01% of portfolio
|
Q2 2024
Reduced 63.11%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
42
shares
|
$7,778
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
40
shares
|
$7,408
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
39
shares
|
$7,223
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
31
shares
|
$5,741
0.0% of portfolio
|
Q3 2024
Added 244.44%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
30
shares
|
$5,556
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
30
shares
|
$5,556
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
30
shares
|
$5,556
0.01% of portfolio
|
Q4 2023
Reduced 18.92%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
29
shares
|
$5,371
0.0% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
28
shares
|
$5,185
0.0% of portfolio
|
Q3 2024
Added 16.67%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
28
shares
|
$5,185
0.0% of portfolio
|
Q2 2024
Reduced 15.15%
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
26
shares
|
$4,815
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
25
shares
|
$4,630
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
24
shares
|
$4,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
24
shares
|
$4,445
0.0% of portfolio
|
Q3 2024
Added 1100.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
24
shares
|
$4,445
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
21
shares
|
$3,889
0.0% of portfolio
|
Q3 2024
Added 5.0%
|