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 |
|---|---|---|---|---|---|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
216
shares
|
$14,262
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
212
shares
|
$13,998
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
205
shares
|
$13,536
0.01% of portfolio
|
Q3 2025
Added 561.29%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Nov 03, 2025 Q3 2025 |
204
shares
|
$13,470
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
200
shares
|
$13,206
0.0% of portfolio
|
Q3 2025
Added 92.31%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Nov 13, 2025 Q3 2025 |
200
shares
|
$13,206
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
200
shares
|
$13,206
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
193
shares
|
$12,743
0.01% of portfolio
|
Q3 2021
Added 19200.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
186
shares
|
$12,281
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
180
shares
|
$11,885
0.01% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
172
shares
|
$11,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
168
shares
|
$11,093
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
167
shares
|
$11,027
0.0% of portfolio
|
Q3 2025
Reduced 25.45%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Nov 14, 2025 Q3 2025 |
148
shares
|
$9,772
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fny Investment Advisers, LLC
|
Dec 15, 2025 Q3 2025 |
137
shares
|
$9,046
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
136
shares
|
$8,980
0.0% of portfolio
|
Q4 2025
Added 25.93%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
129
shares
|
$8,517
0.0% of portfolio
|
Q3 2025
Added 545.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
128
shares
|
$8,451
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
125
shares
|
$8,253
0.0% of portfolio
|
Q3 2025
Added 108.33%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
124
shares
|
$8,187
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
124
shares
|
$8,187
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Jan 05, 2026 Q4 2025 |
120
shares
|
$7,923
0.01% of portfolio
|
Q3 2025
Added 300.0%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
120
shares
|
$7,923
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
116
shares
|
$7,659
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 08, 2026 Q4 2025 |
115
shares
|
$7,593
0.0% of portfolio
|
Q4 2025
Added 134.69%
|
|