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 |
|---|---|---|---|---|---|
|
University Of Texas
|
Nov 13, 2025 Q3 2025 |
437
shares
|
$28,855
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Branch Capital LLC
|
Oct 20, 2025 Q3 2025 |
420
shares
|
$27,732
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
401
shares
|
$26,478
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
400
shares
|
$26,412
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
American National Bank
|
Oct 21, 2025 Q3 2025 |
384
shares
|
$25,355
0.0% of portfolio
|
Q2 2025
Added 272.82%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jan 15, 2026 Q4 2025 |
379
shares
|
$25,025
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
351
shares
|
$23,176
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
340
shares
|
$22,450
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
317
shares
|
$20,931
0.0% of portfolio
|
Q2 2025
Added 301.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
309
shares
|
$20,403
0.0% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Nov 14, 2025 Q3 2025 |
307
shares
|
$20,271
0.0% of portfolio
|
Q2 2025
Reduced 24.43%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
304
shares
|
$20,073
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
304
shares
|
$20,073
0.01% of portfolio
|
Q3 2025
Reduced 41.09%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
300
shares
|
$19,809
0.0% of portfolio
|
Q3 2025
Reduced 25.0%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
285
shares
|
$18,818
0.0% of portfolio
|
Q3 2025
Reduced 19.94%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
281
shares
|
$18,554
0.01% of portfolio
|
Q1 2024
Reduced 83.17%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
280
shares
|
$18,488
0.0% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Eastern Bank
|
Jan 14, 2026 Q4 2025 |
280
shares
|
$18,488
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
279
shares
|
$18,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 06, 2025 Q3 2025 |
277
shares
|
$18,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
258
shares
|
$17,035
0.0% of portfolio
|
Q4 2025
Added 5.31%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
250
shares
|
$16,507
0.04% of portfolio
|
Q4 2024
Reduced 58.81%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
250
shares
|
$16,507
0.0% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Jan 14, 2026 Q4 2025 |
247
shares
|
$16,309
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
216
shares
|
$14,262
0.0% of portfolio
|
Q3 2025
New holding
|
|