Interactive Brokers Group (IBKR) Institutional Ownership

$123.82
+2.00 (+1.64%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Interactive Brokers Group (NASDAQ:IBKR)

Current
Institutional Ownership
Percentage
23.80%
Number of
Institutional Buyers
(last 12 months)
254
Total
Institutional Inflows
(last 12 months)
$1.12B
Number of
Institutional Sellers
(last 12 months)
170
Total
Institutional Outflows
(last 12 months)
$757.82M
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IBKR Institutional Buying and Selling by Quarter

Interactive Brokers Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Woodson Capital Management LP179,000$20.00M3.2%-7.3%0.043%
5/17/2024 SkyView Investment Advisors LLC34,414$3.84M0.7%+33.9%0.008%
5/17/2024 Tidal Investments LLC28,225$3.15M0.1%+143.0%0.007%
5/17/2024 Motley Fool Asset Management LLC6,736$752K0.0%N/A0.002%
5/16/2024 California State Teachers Retirement System102,059$11.40M0.0%-5.4%0.024%
5/16/2024 B. Riley Wealth Advisors Inc.5,612$627K0.0%+25.8%0.001%
5/16/2024 Jacobs Levy Equity Management Inc.531,288$59.35M0.3%-27.2%0.126%
5/16/2024 Janus Henderson Group PLC108,977$12.17M0.0%+9.9%0.026%
5/16/2024 Bares Capital Management Inc.2,810,131$313.92M12.5%+10.4%0.667%
5/15/2024 Lansing Management LP77,583$8.67M8.4%+255.7%0.018%
5/15/2024 Public Employees Retirement System of Ohio39,938$4.46M0.0%-8.6%0.009%
5/15/2024 Bamco Inc. NY764,968$85.46M0.2%+3.7%0.182%
5/15/2024 Price T Rowe Associates Inc. MD53,280$5.95M0.0%+6.7%0.013%
5/15/2024 LRI Investments LLC1,643$198K0.0%N/A0.000%
5/15/2024 1832 Asset Management L.P.609,981$68.14M0.0%-9.6%0.145%
5/15/2024 Gabelli Funds LLC132,149$14.76M0.1%+0.1%0.031%
5/15/2024 Gamco Investors INC. ET AL2,850$318K0.0%-5.0%0.001%
5/14/2024 JT Stratford LLC1,808$202K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.1,720$192K0.0%+607.8%0.000%
5/14/2024 Axxcess Wealth Management LLC2,752$307K0.0%-10.6%0.001%
5/14/2024 Crewe Advisors LLC2,548$285K0.0%-3.3%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co60,368$6.74M0.0%+1.1%0.014%
5/14/2024 American International Group Inc.141,630$15.82M0.1%-2.0%0.034%
5/13/2024 Bessemer Group Inc.632$70K0.0%+389.9%0.000%
5/13/2024 O Shaughnessy Asset Management LLC3,185$356K0.0%N/A0.001%
5/11/2024 Edgestream Partners L.P.16,799$1.88M0.1%+200.5%0.004%
5/11/2024 Cercano Management LLC218,587$24.42M0.7%-37.9%0.052%
5/10/2024 Vanguard Group Inc.9,677,465$1.08B0.0%-0.1%2.299%
5/9/2024 Scout Investments Inc.163,636$18.34M0.5%N/A0.039%
5/9/2024 State Board of Administration of Florida Retirement System96,395$10.77M0.0%+1.2%0.023%
5/9/2024 Eagle Bay Advisors LLC1,173$131K0.1%-18.7%0.000%
5/9/2024 Koshinski Asset Management Inc.3,309$370K0.0%N/A0.001%
5/8/2024 Entropy Technologies LP22,720$2.54M0.3%N/A0.005%
5/8/2024 Cozad Asset Management Inc.32,378$3.62M0.4%+28.5%0.008%
5/8/2024 Motley Fool Asset Management LLC6,736$752K0.0%N/A0.002%
5/8/2024 Cantillon Capital Management LLC3,655,704$408.38M2.6%-2.0%0.868%
5/8/2024 ProShare Advisors LLC5,222$583K0.0%-7.2%0.001%
5/8/2024 Avantax Advisory Services Inc.2,115$236K0.0%N/A0.001%
5/8/2024 US Bancorp DE24,320$2.72M0.0%-15.4%0.006%
5/8/2024 Qsemble Capital Management LP10,495$1.17M0.3%N/A0.002%
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5/8/2024 QRG Capital Management Inc.4,728$528K0.0%+12.5%0.001%
5/8/2024 Inspire Investing LLC49,279$5.51M0.6%+6.2%0.012%
5/8/2024 Inspire Advisors LLC11,982$1.34M0.2%+14.0%0.003%
5/7/2024 Fiduciary Family Office LLC15,592$1.74M0.7%+164.9%0.004%
5/7/2024 Sei Investments Co.79,745$8.91M0.0%-30.1%0.019%
5/7/2024 Atomi Financial Group Inc.3,597$402K0.0%N/A0.001%
5/7/2024Susquehanna Fundamental Investments LLC128,637$14.37M0.7%+408.9%0.031%
5/7/2024 Heartland Advisors Inc.30,810$3.44M0.2%-15.7%0.007%
5/7/2024 Swiss National Bank200,600$22.41M0.0%+0.1%0.048%
5/7/2024 TimesSquare Capital Management LLC423,815$47.34M0.7%-47.6%0.101%
5/7/2024 Oppenheimer & Co. Inc.2,923$327K0.0%N/A0.001%
5/7/2024 ANTIPODES PARTNERS Ltd298,322$33.33M1.1%-16.4%0.071%
5/7/2024 SG Americas Securities LLC4,580$512K0.0%-67.0%0.001%
5/7/2024 AIA Group Ltd16,000$1.79M0.1%-27.9%0.004%
5/6/2024 Quantbot Technologies LP17,623$1.97M0.1%+54.8%0.004%
5/6/2024 Envestnet Portfolio Solutions Inc.11,155$1.25M0.0%+17.8%0.003%
5/6/2024 Mawer Investment Management Ltd.51,017$5.70M0.0%N/A0.012%
5/6/2024 Brooktree Capital Management151,875$16.97M13.1%-3.9%0.036%
5/6/2024 Texas Permanent School Fund Corp93,658$10.46M0.1%+1.3%0.022%
5/4/2024 Buck Wealth Strategies LLC20,484$2.29M0.8%N/A0.005%
5/3/2024 Coronation Fund Managers Ltd.937,193$104.69M2.8%-21.7%0.223%
5/3/2024 GSA Capital Partners LLP7,129$796K0.1%N/A0.002%
5/2/2024 Mutual of America Capital Management LLC63,764$7.12M0.1%-3.2%0.015%
5/2/2024 FORA Capital LLC3,617$404K0.0%N/A0.001%
5/2/2024 Daiwa Securities Group Inc.22,101$2.47M0.0%-57.0%0.005%
5/2/2024 Nordea Investment Management AB22,198$2.48M0.0%-13.3%0.005%
5/2/2024 Hosking Partners LLP187,326$20.93M0.8%+14.8%0.044%
5/2/2024 Fidelis Capital Partners LLC1,179$132K0.0%N/A0.000%
5/2/2024 Tobam834$93K0.0%N/A0.000%
5/2/2024 Harbor Advisors LLC45,208$5.05M0.9%-8.8%0.011%
5/2/2024 Pullen Investment Management LLC8,921$997K0.8%N/A0.002%
5/2/2024 Cross Staff Investments Inc2,000$223K0.2%N/A0.000%
5/1/2024 Janney Montgomery Scott LLC71,746$8.02M0.0%+2.4%0.017%
5/1/2024 BNP Paribas Financial Markets57,877$6.47M0.0%+30.3%0.014%
5/1/2024 Precision Wealth Strategies LLC5,774$645K0.6%-19.5%0.001%
5/1/2024 Smith Group Asset Management LLC115,287$12.88M0.7%-29.3%0.027%
4/30/2024 Retirement Systems of Alabama265,511$29.66M0.1%+98.1%0.063%
4/30/2024 Norden Group LLC5,761$644K0.0%-24.3%0.001%
4/30/2024 Van ECK Associates Corp43,711$4.88M0.0%+26.2%0.010%
4/30/2024 SpiderRock Advisors LLC2,936$317K0.0%N/A0.001%
4/30/2024 Warther Private Wealth LLC28,330$3.17M1.4%-3.4%0.007%
4/30/2024 Joel Isaacson & Co. LLC2,388$267K0.0%N/A0.001%
4/29/2024Commonwealth Equity Services LLC13,769$1.54M0.0%-35.5%0.003%
4/29/2024 Principal Financial Group Inc.559,901$62.55M0.0%+16.4%0.133%
4/26/2024 Securian Asset Management Inc.8,760$979K0.0%-2.2%0.002%
4/26/2024 Cottonwood Capital Advisors LLC3,319$362K0.3%-7.2%0.001%
4/26/2024 Yousif Capital Management LLC48,692$5.44M0.1%-2.2%0.012%
4/26/2024 Mitchell & Pahl Private Wealth LLC7,711$861K0.5%+3.2%0.002%
4/26/2024 SYSTM Wealth Solutions LLC2,779$310K0.0%+576.2%0.001%
4/26/2024 Investmentaktiengesellschaft Fuer Langfristige Investoren TGV209,747$23.43M1.6%+1.3%0.050%
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4/25/2024 New York State Teachers Retirement System68,648$7.67M0.0%+4.9%0.016%
4/24/2024 CENTRAL TRUST Co4,632$517K0.0%+6.6%0.001%
4/24/2024 Assenagon Asset Management S.A.11,342$1.27M0.0%-95.4%0.003%
4/23/2024 Louisiana State Employees Retirement System30,800$3.44M0.1%+2.3%0.007%
4/23/2024 Amalgamated Bank71,711$8.01M0.1%+5.4%0.017%
4/23/2024 Fifth Third Bancorp2,144$240K0.0%-24.7%0.001%
4/23/2024 Revisor Wealth Management LLC5,820$650K0.3%+122.7%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.69,351$7.75M0.0%+2.8%0.016%
4/22/2024 Raymond James & Associates414,548$46.31M0.0%+6.2%0.098%
4/22/2024 Everpar Advisors LLC4,691$524K0.3%-29.0%0.001%
(Data available from 1/1/2016 forward)

IBKR Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBKR shares?

During the previous two years, 444 institutional investors and hedge funds held shares of Interactive Brokers Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.08B), BlackRock Inc. ($727.52M), Orbis Allan Gray Ltd ($591.48M), Kayne Anderson Rudnick Investment Management LLC ($551.53M), Cantillon Capital Management LLC ($408.38M), Bares Capital Management Inc. ($313.92M), and Greenwich Wealth Management LLC ($258.50M).Learn more on IBKR's institutional investors.

What percentage of Interactive Brokers Group stock is owned by institutional investors?

23.80% of Interactive Brokers Group stock is owned by institutional investors. Learn more on IBKR's institutional investor holdings.

Which institutional investors have been buying Interactive Brokers Group stock?

Of the 390 institutional investors that purchased Interactive Brokers Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orbis Allan Gray Ltd ($2.92M), Cantillon Capital Management LLC ($1.63M), Bank of America Corp DE ($1.37M), FMR LLC ($1.20M), Bridgewater Associates LP ($1.19M), Norges Bank ($1.18M), and Assenagon Asset Management S.A. ($996.39K).

How much institutional buying is happening at Interactive Brokers Group?

Institutional investors have bought a total of 32,954,487 shares in the last 24 months. This purchase volume represents approximately $2.50B in transactions.

Which Interactive Brokers Group major shareholders have been selling company stock?

Of the 234 institutional investors that sold Interactive Brokers Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Greenwich Wealth Management LLC ($3.40M), Kayne Anderson Rudnick Investment Management LLC ($1.83M), Marshall Wace LLP ($1.79M), Bares Capital Management Inc. ($1.37M), Assenagon Asset Management S.A. ($1.32M), Victory Capital Management Inc. ($1.10M), and TimesSquare Capital Management LLC ($704.82K).

How much institutional selling is happening at Interactive Brokers Group?

Institutional investors have sold a total of 22,477,003 shares in the last 24 months. This volume of shares sold represents approximately $1.72B in transactions.


This page (NASDAQ:IBKR) was last updated on 5/19/2024 by MarketBeat.com Staff

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