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 994 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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
5,128
shares
|
$338,601
0.01% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
5,011
shares
|
$330,876
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
5,011
shares
|
$330,876
0.25% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
5,008
shares
|
$330,678
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,999
shares
|
$330,083
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
4,960
shares
|
$327,508
0.03% of portfolio
|
Q3 2025
Added 10.37%
|
|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
4,816
shares
|
$318,000
0.44% of portfolio
|
Q4 2022
Added 4.7%
|
|
|
Wexford Capital LP
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
4,763
shares
|
$314,500
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,760
shares
|
$314,302
0.09% of portfolio
|
Q3 2025
Added 93.81%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
4,649
shares
|
$306,973
0.01% of portfolio
|
Q3 2025
Added 6.21%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 10, 2025 Q3 2025 |
4,647
shares
|
$306,841
0.07% of portfolio
|
Q3 2025
Added 20.51%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
4,596
shares
|
$303,473
0.01% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4,567
shares
|
$301,559
0.0% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
4,550
shares
|
$300,436
0.22% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,511
shares
|
$297,861
0.01% of portfolio
|
Q3 2025
Added 20.52%
|
|
|
Requisite Capital Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,488
shares
|
$296,342
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
4,427
shares
|
$292,314
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
4,421
shares
|
$291,918
0.06% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,404
shares
|
$290,796
0.0% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
4,384
shares
|
$289,475
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
4,376
shares
|
$288,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
4,355
shares
|
$287,560
0.01% of portfolio
|
Q3 2025
Reduced 8.66%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 27, 2025 Q3 2025 |
4,284
shares
|
$282,872
0.2% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
4,260
shares
|
$281,287
0.0% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,239
shares
|
$279,901
0.0% of portfolio
|
Q3 2025
Reduced 78.99%
|
|