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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
4,229
shares
|
$279,240
0.02% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Oct 22, 2025 Q3 2025 |
4,188
shares
|
$276,533
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Boyar Asset Management Inc.
New York, NY |
Nov 18, 2025 Q3 2025 |
4,169
shares
|
$275,279
0.19% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 03, 2025 Q3 2025 |
4,153
shares
|
$274,222
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Patton Fund Management, Inc.
|
Oct 14, 2025 Q3 2025 |
4,133
shares
|
$272,901
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
4,120
shares
|
$272,043
0.01% of portfolio
|
Q3 2025
Reduced 95.13%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
4,086
shares
|
$269,798
0.0% of portfolio
|
Q3 2025
Added 32.62%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
4,077
shares
|
$269,204
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Oct 28, 2025 Q3 2025 |
4,074
shares
|
$269,006
0.0% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,037
shares
|
$266,563
0.0% of portfolio
|
Q3 2025
Reduced 68.03%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
3,984
shares
|
$263,063
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
3,889
shares
|
$256,790
0.01% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
3,875
shares
|
$255,866
0.01% of portfolio
|
Q3 2023
Added 2.81%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
3,860
shares
|
$254,875
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
3,860
shares
|
$254,875
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
3,836
shares
|
$253,291
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 12, 2026 Q4 2025 |
3,827
shares
|
$252,696
0.03% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
3,820
shares
|
$252,234
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
3,808
shares
|
$251,442
0.06% of portfolio
|
Q3 2025
Added 5.78%
|
|
|
Old National Bancorp
|
Oct 14, 2025 Q3 2025 |
3,800
shares
|
$250,914
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cva Family Office, LLC
|
Jan 12, 2026 Q4 2025 |
3,780
shares
|
$249,593
0.03% of portfolio
|
Q4 2025
Added 0.21%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
3,718
shares
|
$245,499
0.03% of portfolio
|
Q3 2025
Reduced 67.81%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
3,717
shares
|
$245,433
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
3,713
shares
|
$245,169
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
3,695
shares
|
$243,980
0.01% of portfolio
|
Q3 2025
Reduced 16.27%
|
|