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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
1,744
shares
|
$115,156
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Talon Private Wealth, LLC
The Villages, FL |
Aug 14, 2025 Q2 2025 |
1,688
shares
|
$111,458
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
1,662
shares
|
$109,741
0.02% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,650
shares
|
$108,949
0.01% of portfolio
|
Q3 2025
Added 32.11%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Oct 30, 2025 Q3 2025 |
1,625
shares
|
$107,298
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
1,590
shares
|
$104,987
0.06% of portfolio
|
Q3 2025
Added 4.88%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
1,556
shares
|
$102,742
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,462
shares
|
$96,535
0.0% of portfolio
|
Q3 2025
Added 2.45%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
1,458
shares
|
$96,271
0.04% of portfolio
|
Q3 2025
Added 3002.13%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,455
shares
|
$96,073
0.0% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,353
shares
|
$89,338
0.0% of portfolio
|
Q4 2025
Reduced 6.69%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,337
shares
|
$88,282
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
1,307
shares
|
$86,301
0.08% of portfolio
|
Q3 2025
Reduced 3.61%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
1,289
shares
|
$85,112
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
1,224
shares
|
$80,820
0.02% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
1,212
shares
|
$80,028
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
1,208
shares
|
$79,764
0.0% of portfolio
|
Q3 2025
Reduced 73.01%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
1,191
shares
|
$78,641
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Oct 09, 2025 Q3 2025 |
1,181
shares
|
$77,981
0.06% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
1,180
shares
|
$77,915
0.0% of portfolio
|
Q3 2025
Added 18.0%
|
|
|
Sentry Investment Management LLC
|
Nov 05, 2025 Q3 2025 |
1,153
shares
|
$76,132
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
1,125
shares
|
$74,283
0.0% of portfolio
|
Q3 2025
Added 202.42%
|
|
|
Pinpoint Asset Management (Singapore) Pte. Ltd.
Singapore, |
Nov 13, 2025 Q3 2025 |
1,019
shares
|
$67,284
0.01% of portfolio
|
Q3 2025
New holding
|
|