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 |
|---|---|---|---|---|---|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
6,785
shares
|
$448,013
0.14% of portfolio
|
Q2 2023
Added 3.57%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
6,785
shares
|
$448,013
0.14% of portfolio
|
Q3 2025
Added 42.51%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
6,658
shares
|
$439,627
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
6,630
shares
|
$437,778
0.05% of portfolio
|
Q4 2025
Reduced 16.76%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,561
shares
|
$433,222
0.0% of portfolio
|
Q3 2025
Reduced 29.95%
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
6,555
shares
|
$432,826
0.16% of portfolio
|
Q3 2025
Added 27.23%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 24, 2025 Q3 2025 |
6,480
shares
|
$427,874
0.15% of portfolio
|
Q3 2025
Added 1.66%
|
|
|
Caas Capital Management LP
New York, NY |
Apr 30, 2025 Q1 2025 |
6,471
shares
|
$427,280
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Bayforest Capital LTD
London, X0 |
Oct 24, 2025 Q3 2025 |
6,447
shares
|
$425,695
0.21% of portfolio
|
Q3 2025
Added 740.55%
|
|
|
Profund Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,355
shares
|
$419,620
0.01% of portfolio
|
Q3 2025
Reduced 37.06%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
6,348
shares
|
$419,158
0.03% of portfolio
|
Q3 2025
Reduced 4.31%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
6,339
shares
|
$418,564
0.01% of portfolio
|
Q3 2025
Added 5.23%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
6,323
shares
|
$417,507
0.09% of portfolio
|
Q3 2025
Added 284.38%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,317
shares
|
$417,111
0.01% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
6,312
shares
|
$416,781
0.01% of portfolio
|
Q3 2025
Reduced 19.2%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,224
shares
|
$410,970
0.0% of portfolio
|
Q3 2025
Added 10.47%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
6,181
shares
|
$408,131
0.0% of portfolio
|
Q2 2023
Reduced 46.68%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 17, 2025 Q3 2025 |
6,116
shares
|
$403,839
0.03% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
6,100
shares
|
$402,783
0.04% of portfolio
|
Q2 2023
Reduced 14.78%
|
|
|
Grandview Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
6,049
shares
|
$399,415
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Deka Bank Deutsche Girozentrale
|
Nov 03, 2025 Q3 2025 |
6,043
shares
|
$399,019
0.0% of portfolio
|
Q2 2023
Added 10.88%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
6,007
shares
|
$396,642
0.01% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,000
shares
|
$396,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,991
shares
|
$395,585
0.01% of portfolio
|
Q3 2025
Reduced 10.7%
|
|
|
Tema Etfs LLC
New York, NY |
Oct 24, 2025 Q3 2025 |
5,981
shares
|
$394,925
0.03% of portfolio
|
Q3 2025
New holding
|
|