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 |
|---|---|---|---|---|---|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
114
shares
|
$7,527
0.0% of portfolio
|
Q3 2025
Added 29.55%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
112
shares
|
$7,395
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
104
shares
|
$6,867
0.0% of portfolio
|
Q2 2025
Added 395.24%
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
101
shares
|
$6,669
0.0% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
100
shares
|
$6,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howard Hughes Medical Institute
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
96
shares
|
$6,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
96
shares
|
$6,338
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
96
shares
|
$6,338
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 05, 2026 Q4 2025 |
90
shares
|
$5,942
0.01% of portfolio
|
Q4 2025
Added 309.09%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
89
shares
|
$5,876
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
88
shares
|
$5,810
0.0% of portfolio
|
Q3 2025
Reduced 38.89%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
88
shares
|
$5,810
0.0% of portfolio
|
Q3 2025
Added 22.22%
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
86
shares
|
$5,678
0.0% of portfolio
|
Q4 2025
Added 2.38%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
80
shares
|
$5,282
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
79
shares
|
$5,216
0.0% of portfolio
|
Q3 2025
Added 558.33%
|
|
|
Thompson Investment Management, Inc.
|
Jan 14, 2026 Q4 2025 |
72
shares
|
$4,754
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
71
shares
|
$4,688
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
64
shares
|
$4,225
0.0% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
62
shares
|
$4,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
60
shares
|
$3,961
0.0% of portfolio
|
Q2 2025
Added 650.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
60
shares
|
$3,961
0.0% of portfolio
|
Q3 2025
Added 25.0%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
59
shares
|
$3,895
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
56
shares
|
$3,697
0.0% of portfolio
|
Q3 2025
Added 100.0%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
56
shares
|
$3,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
53
shares
|
$3,499
0.0% of portfolio
|
Q3 2025
Added 82.76%
|
|