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 |
|---|---|---|---|---|---|
|
Mjp Associates Inc
|
Nov 07, 2025 Q3 2025 |
2,916
shares
|
$192,543
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
2,880
shares
|
$190,166
0.0% of portfolio
|
Q3 2025
Added 196.6%
|
|
|
Bey Douglas LLC
Marietta, GA |
Oct 30, 2025 Q3 2025 |
2,872
shares
|
$189,638
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
2,823
shares
|
$186,402
0.01% of portfolio
|
Q4 2025
Reduced 4.18%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
2,677
shares
|
$176,762
0.02% of portfolio
|
Q3 2025
Added 4.9%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
2,607
shares
|
$172,140
0.01% of portfolio
|
Q3 2025
Reduced 49.15%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
2,572
shares
|
$169,829
0.0% of portfolio
|
Q3 2025
Added 67.01%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
2,501
shares
|
$165,141
0.01% of portfolio
|
Q2 2025
Added 238.43%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
2,431
shares
|
$160,518
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
2,360
shares
|
$155,830
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
2,347
shares
|
$154,972
0.01% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
2,278
shares
|
$150,416
0.0% of portfolio
|
Q2 2025
Reduced 78.53%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,157
shares
|
$142,426
0.0% of portfolio
|
Q3 2025
Added 22.84%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,084
shares
|
$137,606
0.0% of portfolio
|
Q3 2025
Reduced 28.63%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,074
shares
|
$136,946
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
2,047
shares
|
$135,163
0.04% of portfolio
|
Q3 2025
Reduced 16.45%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
1,990
shares
|
$131,399
0.01% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,968
shares
|
$129,947
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 12, 2025 Q3 2025 |
1,920
shares
|
$126,777
0.06% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
1,920
shares
|
$126,777
0.0% of portfolio
|
Q2 2025
Added 507.59%
|
|
|
Ci Investments Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,902
shares
|
$125,589
0.0% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Versant Capital Management, Inc
|
Jan 08, 2026 Q4 2025 |
1,884
shares
|
$124,400
0.02% of portfolio
|
Q4 2025
Added 11.88%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
1,856
shares
|
$122,551
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
1,855
shares
|
$122,485
0.01% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
1,800
shares
|
$118,854
0.03% of portfolio
|
Q3 2025
Added 125.0%
|
|