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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
3,653
shares
|
$241,207
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2025 Q3 2025 |
3,650
shares
|
$241,009
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wcm Investment Management, LLC
Laguna Beach, CA |
Nov 04, 2025 Q3 2025 |
3,622
shares
|
$239,160
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
3,622
shares
|
$239,160
0.09% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,619
shares
|
$238,962
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Nov 10, 2025 Q3 2025 |
3,600
shares
|
$237,708
0.02% of portfolio
|
Q3 2025
Reduced 23.4%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,588
shares
|
$236,915
0.0% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
3,565
shares
|
$235,396
0.0% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Nov 07, 2025 Q3 2025 |
3,508
shares
|
$231,633
0.0% of portfolio
|
Q3 2025
Reduced 37.71%
|
|
|
Kg&L Capital Management,Llc
|
Oct 22, 2025 Q3 2025 |
3,497
shares
|
$230,906
0.06% of portfolio
|
Q3 2025
Reduced 17.99%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
3,477
shares
|
$229,586
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Oct 17, 2025 Q3 2025 |
3,471
shares
|
$229,190
0.19% of portfolio
|
Q3 2025
Reduced 5.16%
|
|
|
Rede Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
3,471
shares
|
$229,190
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,462
shares
|
$228,595
0.02% of portfolio
|
Q3 2025
Added 177.18%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Oct 30, 2025 Q3 2025 |
3,445
shares
|
$227,473
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
3,440
shares
|
$227,143
0.01% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
3,422
shares
|
$225,954
0.0% of portfolio
|
Q3 2025
Added 34.51%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
3,398
shares
|
$224,369
0.08% of portfolio
|
Q3 2025
Added 78.75%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
3,367
shares
|
$222,323
0.23% of portfolio
|
Q2 2024
Reduced 11.3%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
3,360
shares
|
$221,860
0.02% of portfolio
|
Q4 2025
Reduced 25.12%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
3,359
shares
|
$221,794
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
3,359
shares
|
$221,794
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,281
shares
|
$216,644
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
3,260
shares
|
$215,257
0.02% of portfolio
|
Q3 2025
Reduced 21.5%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
3,260
shares
|
$215,257
0.0% of portfolio
|
Q3 2025
New holding
|
|