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Interactive Brokers Group (IBKR) Institutional Ownership

Interactive Brokers Group logo
$190.09 +1.93 (+1.03%)
As of 01/17/2025 04:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Interactive Brokers Group (NASDAQ:IBKR)

Current
Institutional Ownership
Percentage
23.80%
Number of
Institutional Buyers
(last 12 months)
293
Total
Institutional Inflows
(last 12 months)
$1.16B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$995.67M
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IBKR Institutional Buying and Selling by Quarter

Interactive Brokers Group Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Lifestyle Asset Management Inc.2,190$387K0.2%-12.8%0.001%
1/17/2025 Donoghue Forlines LLC11,817$2.09M0.7%N/A0.003%
1/17/2025 Inspire Investing LLC39,607$7.00M0.8%-13.1%0.009%
1/17/2025 Raleigh Capital Management Inc.4,520$798K0.3%-7.5%0.001%
1/17/2025 Janney Montgomery Scott LLC75,102$13.27M0.0%-2.1%0.018%
1/17/2025 SG Americas Securities LLC5,060$894K0.0%-27.3%0.001%
1/17/2025 Nisa Investment Advisors LLC1,477$261K0.0%+15.2%0.000%
1/17/2025 Aspire Private Capital LLC13,568$2.40M0.6%-1.2%0.003%
1/17/2025 Atomi Financial Group Inc.5,722$1.01M0.1%+9.2%0.001%
1/16/2025 Crossmark Global Holdings Inc.8,442$1.49M0.0%+3.8%0.002%
1/16/2025 Mitchell & Pahl Private Wealth LLC7,696$1.36M0.6%+1.5%0.002%
1/16/2025 Ballentine Partners LLC1,449$256K0.0%N/A0.000%
1/16/2025 Koshinski Asset Management Inc.2,252$398K0.0%+3.7%0.001%
1/16/2025 Harbor Investment Advisory LLC200$35K0.0%+100.0%0.000%
1/16/2025 MassMutual Private Wealth & Trust FSB344$61K0.0%+49.6%0.000%
1/16/2025 Uncommon Cents Investing LLC17,120$3.03M0.9%+0.5%0.004%
1/16/2025 UMB Bank n.a.488$86K0.0%+69.4%0.000%
1/16/2025 Thrive Wealth Management LLC2,223$393K0.1%-4.2%0.001%
1/16/2025 LVW Advisors LLC6,632$1.17M0.1%-2.3%0.002%
1/16/2025 Brady Martz Wealth Solutions LLC1,791$327K0.1%N/A0.000%
1/15/2025 Hanseatic Management Services Inc.7,313$1.29M1.6%+1.3%0.002%
1/15/2025 HB Wealth Management LLC1,881$332K0.0%N/A0.000%
1/15/2025 Premier Path Wealth Partners LLC1,335$236K0.0%N/A0.000%
1/15/2025 Arkadios Wealth Advisors6,169$1.09M0.1%-1.8%0.001%
1/15/2025 Chemistry Wealth Management LLC1,177$208K0.0%N/A0.000%
1/15/2025 Everpar Advisors LLC5,295$935K0.5%+3.8%0.001%
1/15/2025 Hennion & Walsh Asset Management Inc.2,516$445K0.0%-41.7%0.001%
1/14/2025 Heritage Family Offices LLP3,067$542K0.3%-10.2%0.001%
1/14/2025 Contravisory Investment Management Inc.141$25K0.0%N/A0.000%
1/14/2025 USA Financial Formulas2,201$389K0.1%N/A0.001%
1/14/2025 Caldwell Investment Management Ltd.6,800$1.22M0.8%N/A0.002%
1/14/2025 Richard P Slaughter Associates Inc8,574$1.52M0.3%N/A0.002%
1/14/2025 Park Avenue Securities LLC2,146$379K0.0%+46.0%0.001%
1/14/2025 Assenagon Asset Management S.A.215,568$38.08M0.1%+97.9%0.051%
1/14/2025 Mendota Financial Group LLC311$55K0.0%-46.5%0.000%
1/13/2025 Friedenthal Financial4,388$775K0.5%N/A0.001%
1/13/2025 Cooper Financial Group1,808$319K0.0%+6.9%0.000%
1/13/2025 Wedmont Private Capital1,281$237K0.0%N/A0.000%
1/13/2025 Eagle Bay Advisors LLC1,034$183K0.1%-7.8%0.000%
1/10/2025 Fortitude Family Office LLC288$51K0.0%+105.7%0.000%
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1/8/2025 First Hawaiian Bank1,741$308K0.0%-46.4%0.000%
1/8/2025 Fulton Bank N.A.3,319$586K0.0%+6.1%0.001%
1/6/2025 Insight Wealth Strategies LLC15,102$2.67M0.4%-19.2%0.004%
1/6/2025 Capital Market Strategies LLC1,200$212K0.1%N/A0.000%
1/6/2025 CWA Asset Management Group LLC26,549$4.69M0.2%-5.8%0.006%
1/6/2025 Nordea Investment Management AB16,592$2.94M0.0%-26.0%0.004%
1/3/2025 GAMMA Investing LLC1,900$336K0.0%+32.6%0.000%
1/3/2025 Versant Capital Management Inc178$31K0.0%+66.4%0.000%
12/26/2024JPMorgan Chase & Co.4,017,082$559.82M0.0%+0.3%0.951%
12/19/2024Independent Solutions Wealth Management LLC13,242$1.85M0.4%-2.7%0.003%
12/19/2024Principal Financial Group Inc.366,204$51.03M0.0%-20.4%0.087%
12/13/2024Lord Abbett & CO. LLC180,000$25.09M0.1%N/A0.043%
11/27/2024Franklin Resources Inc.1,397$211K0.0%N/A0.000%
11/25/2024Tidal Investments LLC13,820$1.93M0.0%-51.4%0.003%
11/25/2024Sanctuary Advisors LLC21,637$3.02M0.0%+6.3%0.005%
11/21/2024Anchor Investment Management LLC638$89K0.0%N/A0.000%
11/21/2024SkyView Investment Advisors LLC36,971$5.15M0.9%+1.3%0.009%
11/19/2024TCW Group Inc.23,381$3.26M0.0%-8.1%0.006%
11/19/2024Hohimer Wealth Management LLC4,007$558K0.1%+4.1%0.001%
11/18/2024TD Private Client Wealth LLC19,797$2.76M0.1%+0.3%0.005%
11/18/2024Virtue Capital Management LLC6,450$899K0.2%+2.6%0.002%
11/18/2024Teachers Retirement System of The State of Kentucky32,530$4.53M0.0%-2.8%0.008%
11/18/2024Chiron Investment Management LLC8,391$1.17M0.4%N/A0.002%
11/18/2024Coldstream Capital Management Inc.1,479$213K0.0%N/A0.000%
11/18/2024Bares Capital Management Inc.1,116,524$155.60M14.2%-55.9%0.265%
11/16/2024Geode Capital Management LLC2,065,535$287.92M0.0%+5.4%0.491%
11/15/2024Vestcor Inc15,986$2.23M0.1%+5.7%0.004%
11/15/2024M&T Bank Corp11,302$1.58M0.0%-1.5%0.003%
11/15/2024Barclays PLC52,759$7.35M0.0%-28.7%0.012%
11/15/2024O Brien Greene & Co. Inc81,718$11.39M3.5%-5.5%0.019%
11/15/2024LRI Investments LLC1,646$229K0.0%-3.7%0.000%
11/15/2024Public Employees Retirement System of Ohio38,606$5.38M0.0%-3.2%0.009%
11/15/2024MML Investors Services LLC9,309$1.30M0.0%+10.2%0.002%
11/15/2024Main Management ETF Advisors LLC6,984$973K0.0%N/A0.002%
11/15/2024XTX Topco Ltd16,601$2.31M0.2%+559.6%0.004%
11/15/2024Zacks Investment Management33,908$4.73M0.0%N/A0.008%
11/15/2024National Bank of Canada FI9,210$1.28M0.0%+21.0%0.002%
11/15/2024Wellington Management Group LLP17,894$2.49M0.0%-64.7%0.004%
11/15/2024Two Sigma Advisers LP83,800$11.68M0.0%+246.3%0.020%
11/15/2024Soros Fund Management LLC168,413$23.47M0.3%-30.6%0.040%
11/15/2024State Street Corp3,222,135$449.04M0.0%+1.7%0.765%
11/15/2024Stifel Financial Corp169,247$23.59M0.0%+6.1%0.040%
11/15/2024Quadrature Capital Ltd10,640$1.48M0.0%N/A0.003%
11/15/2024Quantinno Capital Management LP3,167$441K0.0%+82.3%0.001%
11/15/2024Motley Fool Asset Management LLC1,492$206K0.0%-6.8%0.000%
11/15/2024Itau Unibanco Holding S.A.11,981$1.67M0.1%-9.1%0.003%
11/15/2024Jacobs Levy Equity Management Inc.708,333$98.71M0.4%+9.6%0.168%
11/15/2024Janus Henderson Group PLC70,243$9.79M0.0%-5.5%0.017%
11/15/2024HighTower Advisors LLC72,636$10.13M0.0%+67.4%0.017%
11/15/2024Hilltop Holdings Inc.1,960$273K0.0%-28.6%0.000%
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This secret document contains stunning details about Donald Trump’s very first order of business… the minute he steps back into the White House. Because if what’s in this leaked document is even half true (and trust me, it comes from a very, very credible source)...

I put all the details together for you here — but please hurry. 
11/15/2024Benjamin Edwards Inc.2,931$409K0.0%+487.4%0.001%
11/15/2024Bamco Inc. NY912,608$127.18M0.3%+16.3%0.217%
11/14/2024Edgestream Partners L.P.44,786$6.24M0.3%+417.7%0.011%
11/14/2024Progeny 3 Inc.127,000$17.70M1.5%N/A0.030%
11/14/2024Verition Fund Management LLC203,420$28.35M0.1%+84.7%0.048%
11/14/2024Captrust Financial Advisors6,141$856K0.0%-0.9%0.001%
11/14/2024Martingale Asset Management L P90,660$12.63M0.3%+96.8%0.022%
11/14/2024Crawford Fund Management LLC44,158$6.15M1.3%-21.7%0.010%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC262,200$36.54M0.0%-8.6%0.062%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank23,250$3.24M0.0%+1.0%0.006%
(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, 520 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), JPMorgan Chase & Co. ($559.82M), Cantillon Capital Management LLC ($470.71M), Kayne Anderson Rudnick Investment Management LLC ($464.06M), and State Street Corp ($449.04M).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 448 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), Bank of America Corp DE ($1.37M), Cantillon Capital Management LLC ($1.36M), FMR LLC ($1.32M), Norges Bank ($1.18M), Marshall Wace LLP ($1.10M), and Millennium Management LLC ($1.00M).

How much institutional buying is happening at Interactive Brokers Group?

Institutional investors have bought a total of 28,146,228 shares in the last 24 months. This purchase volume represents approximately $2.61B in transactions.

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

Of the 265 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: Kayne Anderson Rudnick Investment Management LLC ($2.55M), Greenwich Wealth Management LLC ($2.16M), Bares Capital Management Inc. ($1.94M), Assenagon Asset Management S.A. ($1.19M), Marshall Wace LLP ($1.16M), Victory Capital Management Inc. ($1.11M), and Coronation Fund Managers Ltd. ($1.07M).

How much institutional selling is happening at Interactive Brokers Group?

Institutional investors have sold a total of 21,612,818 shares in the last 24 months. This volume of shares sold represents approximately $2.04B in transactions.


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This page (NASDAQ:IBKR) was last updated on 1/21/2025 by MarketBeat.com Staff
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