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 997 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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
5,976
shares
|
$394,595
0.02% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Tema Etfs LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
5,965
shares
|
$393,868
0.03% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Vicus Capital
State College, PA |
Oct 24, 2025 Q3 2025 |
5,942
shares
|
$392,350
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
5,866
shares
|
$387,331
0.01% of portfolio
|
Q4 2025
Reduced 7.46%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
5,820
shares
|
$384,294
0.01% of portfolio
|
Q3 2025
Reduced 8.03%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,794
shares
|
$382,577
1.07% of portfolio
|
Q3 2024
Added 39.58%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,786
shares
|
$382,049
0.01% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
5,674
shares
|
$374,654
0.03% of portfolio
|
Q4 2025
Reduced 12.73%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
5,650
shares
|
$373,069
0.05% of portfolio
|
Q4 2025
Reduced 40.29%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
5,621
shares
|
$371,154
0.03% of portfolio
|
Q4 2024
Reduced 30.69%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
5,621
shares
|
$371,154
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
5,590
shares
|
$369,107
0.05% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
5,582
shares
|
$368,579
0.01% of portfolio
|
Q1 2025
Added 308.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Nov 10, 2025 Q3 2025 |
5,511
shares
|
$363,891
0.02% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Commons Capital, LLC
Needham, MA |
Jan 05, 2026 Q4 2025 |
5,355
shares
|
$353,590
0.25% of portfolio
|
Q4 2025
Reduced 0.28%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 13, 2025 Q3 2025 |
5,324
shares
|
$351,543
0.02% of portfolio
|
Q3 2025
Added 5686.96%
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
5,289
shares
|
$349,232
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
5,288
shares
|
$349,166
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
5,284
shares
|
$348,902
0.02% of portfolio
|
Q2 2025
Added 303.36%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Oct 22, 2025 Q3 2025 |
5,255
shares
|
$346,987
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 29, 2025 Q3 2025 |
5,200
shares
|
$343,356
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
5,149
shares
|
$339,988
0.09% of portfolio
|
Q3 2025
Reduced 4.29%
|
|