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 |
|---|---|---|---|---|---|
|
Heartland Advisors Inc
Milwaukee, WI |
Nov 07, 2025 Q3 2025 |
8,802
shares
|
$581,196
0.03% of portfolio
|
Q3 2025
Added 35.67%
|
|
|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,800
shares
|
$581,064
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
8,788
shares
|
$580,271
0.01% of portfolio
|
Q3 2025
Reduced 19.73%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
8,666
shares
|
$572,215
0.0% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 14, 2025 Q3 2025 |
8,620
shares
|
$569,178
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
8,609
shares
|
$568,452
0.0% of portfolio
|
Q3 2025
Reduced 40.92%
|
|
|
Mufg Securities Emea PLC
London, X0 |
Nov 14, 2025 Q3 2025 |
8,522
shares
|
$562,707
0.02% of portfolio
|
Q3 2025
Reduced 69.99%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Nov 07, 2025 Q3 2025 |
8,440
shares
|
$557,293
0.58% of portfolio
|
Q2 2025
Added 282.42%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
8,436
shares
|
$557,029
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
8,412
shares
|
$555,444
0.0% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,391
shares
|
$554,057
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
8,356
shares
|
$551,746
0.0% of portfolio
|
Q4 2025
Reduced 6.32%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
8,293
shares
|
$547,586
0.01% of portfolio
|
Q3 2025
Reduced 3.04%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
8,144
shares
|
$537,748
0.0% of portfolio
|
Q3 2025
Reduced 77.85%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2025 Q3 2025 |
8,122
shares
|
$536,295
0.02% of portfolio
|
Q3 2025
Reduced 44.43%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
8,083
shares
|
$533,720
0.13% of portfolio
|
Q3 2025
Added 24.74%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
8,078
shares
|
$533,390
0.08% of portfolio
|
Q3 2022
Added 20.73%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
8,006
shares
|
$528,636
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Synergy Financial Group, LTD
|
Nov 14, 2025 Q3 2025 |
8,005
shares
|
$528,570
0.39% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
8,000
shares
|
$528,240
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
7,877
shares
|
$520,118
0.01% of portfolio
|
Q3 2025
Added 16.21%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
7,815
shares
|
$516,024
0.0% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
7,789
shares
|
$514,307
0.18% of portfolio
|
Q3 2025
Reduced 20.04%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
7,764
shares
|
$512,656
0.0% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
7,666
shares
|
$506,185
0.01% of portfolio
|
Q3 2025
Added 18.23%
|
|