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Interactive Brokers Group (IBKR) Institutional Ownership

Interactive Brokers Group logo
$175.92 +2.13 (+1.23%)
(As of 12/20/2024 05:30 PM 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)
280
Total
Institutional Inflows
(last 12 months)
$1.15B
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$994.82M
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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
12/19/2024 Independent Solutions Wealth Management LLC13,242$1.85M0.4%-2.7%0.003%
12/19/2024 Principal Financial Group Inc.366,204$51.03M0.0%-20.4%0.087%
12/13/2024 Lord Abbett & CO. LLC180,000$25.09M0.1%N/A0.043%
11/27/2024 Franklin Resources Inc.1,397$211K0.0%N/A0.000%
11/25/2024 Tidal Investments LLC13,820$1.93M0.0%-51.4%0.003%
11/25/2024 Sanctuary Advisors LLC21,637$3.02M0.0%+6.3%0.005%
11/21/2024 Anchor Investment Management LLC638$89K0.0%N/A0.000%
11/21/2024 SkyView Investment Advisors LLC36,971$5.15M0.9%+1.3%0.009%
11/19/2024 TCW Group Inc.23,381$3.26M0.0%-8.1%0.006%
11/19/2024 Hohimer Wealth Management LLC4,007$558K0.1%+4.1%0.001%
11/18/2024 TD Private Client Wealth LLC19,797$2.76M0.1%+0.3%0.005%
11/18/2024 Virtue Capital Management LLC6,450$899K0.2%+2.6%0.002%
11/18/2024 Teachers Retirement System of The State of Kentucky32,530$4.53M0.0%-2.8%0.008%
11/18/2024 Chiron Investment Management LLC8,391$1.17M0.4%N/A0.002%
11/18/2024 Coldstream Capital Management Inc.1,479$213K0.0%N/A0.000%
11/18/2024 Bares Capital Management Inc.1,116,524$155.60M14.2%-55.9%0.265%
11/16/2024 Geode Capital Management LLC2,065,535$287.92M0.0%+5.4%0.491%
11/15/2024 Vestcor Inc15,986$2.23M0.1%+5.7%0.004%
11/15/2024 M&T Bank Corp11,302$1.58M0.0%-1.5%0.003%
11/15/2024 Barclays PLC52,759$7.35M0.0%-28.7%0.012%
11/15/2024 O Brien Greene & Co. Inc81,718$11.39M3.5%-5.5%0.019%
11/15/2024 LRI Investments LLC1,646$229K0.0%-3.7%0.000%
11/15/2024 Public Employees Retirement System of Ohio38,606$5.38M0.0%-3.2%0.009%
11/15/2024 MML Investors Services LLC9,309$1.30M0.0%+10.2%0.002%
11/15/2024 Main Management ETF Advisors LLC6,984$973K0.0%N/A0.002%
11/15/2024 XTX Topco Ltd16,601$2.31M0.2%+559.6%0.004%
11/15/2024 Zacks Investment Management33,908$4.73M0.0%N/A0.008%
11/15/2024 National Bank of Canada FI9,210$1.28M0.0%+21.0%0.002%
11/15/2024 Wellington Management Group LLP17,894$2.49M0.0%-64.7%0.004%
11/15/2024 Two Sigma Advisers LP83,800$11.68M0.0%+246.3%0.020%
11/15/2024 Soros Fund Management LLC168,413$23.47M0.3%-30.6%0.040%
11/15/2024 State Street Corp3,222,135$449.04M0.0%+1.7%0.765%
11/15/2024 Stifel Financial Corp169,247$23.59M0.0%+6.1%0.040%
11/15/2024 Quadrature Capital Ltd10,640$1.48M0.0%N/A0.003%
11/15/2024 Quantinno Capital Management LP3,167$441K0.0%+82.3%0.001%
11/15/2024 Motley Fool Asset Management LLC1,492$206K0.0%-6.8%0.000%
11/15/2024 Itau Unibanco Holding S.A.11,981$1.67M0.1%-9.1%0.003%
11/15/2024 Jacobs Levy Equity Management Inc.708,333$98.71M0.4%+9.6%0.168%
11/15/2024 Janus Henderson Group PLC70,243$9.79M0.0%-5.5%0.017%
11/15/2024 HighTower Advisors LLC72,636$10.13M0.0%+67.4%0.017%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/15/2024 Hilltop Holdings Inc.1,960$273K0.0%-28.6%0.000%
11/15/2024 Benjamin Edwards Inc.2,931$409K0.0%+487.4%0.001%
11/15/2024 Bamco Inc. NY912,608$127.18M0.3%+16.3%0.217%
11/14/2024 Edgestream Partners L.P.44,786$6.24M0.3%+417.7%0.011%
11/14/2024 Progeny 3 Inc.127,000$17.70M1.5%N/A0.030%
11/14/2024 Verition Fund Management LLC203,420$28.35M0.1%+84.7%0.048%
11/14/2024 Captrust Financial Advisors6,141$856K0.0%-0.9%0.001%
11/14/2024 Martingale Asset Management L P90,660$12.63M0.3%+96.8%0.022%
11/14/2024 Crawford Fund Management LLC44,158$6.15M1.3%-21.7%0.010%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC262,200$36.54M0.0%-8.6%0.062%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank23,250$3.24M0.0%+1.0%0.006%
11/14/2024 FORA Capital LLC3,738$521K0.1%-77.9%0.001%
11/14/2024 MetLife Investment Management LLC56,195$7.83M0.0%-0.3%0.013%
11/13/2024 Bridgewater Associates LP27,546$3.84M0.0%+33.7%0.007%
11/13/2024 Townsquare Capital LLC5,456$760K0.0%+1.2%0.001%
11/13/2024 BNP Paribas Financial Markets15,302$2.13M0.0%-39.6%0.004%
11/13/2024 FMR LLC1,094,598$152.54M0.0%+12.2%0.260%
11/13/2024 D.A. Davidson & CO.11,290$1.57M0.0%-1.2%0.003%
11/13/2024 The Manufacturers Life Insurance Company90,911$12.67M0.0%-2.0%0.022%
11/13/2024 Qsemble Capital Management LP10,448$1.46M0.3%+23.5%0.002%
11/13/2024 Bank of Montreal Can30,039$4.13M0.0%-14.4%0.007%
11/13/2024 Brown Brothers Harriman & Co.7,421$1.03M0.0%-44.0%0.002%
11/13/2024 DRW Securities LLC21,361$2.98M0.1%N/A0.005%
11/13/2024 Dynamic Technology Lab Private Ltd4,208$586K0.1%N/A0.001%
11/13/2024 Daiwa Securities Group Inc.905$126K0.0%-29.8%0.000%
11/12/2024 Penserra Capital Management LLC3,363$468K0.0%-76.6%0.001%
11/12/2024 Algert Global LLC6,362$887K0.0%-52.7%0.002%
11/12/2024 Cerity Partners LLC3,051$425K0.0%+60.2%0.001%
11/12/2024 Citigroup Inc.377,220$52.57M0.0%+4.7%0.090%
11/12/2024 Charles Schwab Investment Management Inc.799,423$111.41M0.0%+2.2%0.190%
11/12/2024 Navellier & Associates Inc.3,209$447K0.1%-23.6%0.001%
11/12/2024 Smithfield Trust Co345$48K0.0%+80.6%0.000%
11/12/2024 Blackhawk Capital Partners LLC.7,075$986K0.5%N/A0.002%
11/12/2024 Thompson Siegel & Walmsley LLC29,400$4.10M0.1%N/A0.007%
11/9/2024 Landscape Capital Management L.L.C.2,122$296K0.0%-79.0%0.001%
11/9/2024 Intech Investment Management LLC32,511$4.53M0.1%+88.7%0.008%
11/9/2024 Aurora Investment Counsel12,146$1.69M0.9%N/A0.003%
11/8/2024 Darwin Wealth Management LLC350$49K0.0%N/A0.000%
11/8/2024 EULAV Asset Management26,000$3.62M0.1%-3.7%0.006%
11/8/2024 Advisors Asset Management Inc.3,744$522K0.0%+34.3%0.001%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.46,018$6.41M0.0%+443.4%0.011%
11/8/2024 PNC Financial Services Group Inc.8,839$1.23M0.0%-3.4%0.002%
11/8/2024 W.G. Shaheen & Associates DBA Whitney & Co53,545$7.46M0.8%+2.0%0.013%
11/7/2024 Cantillon Capital Management LLC3,377,643$470.71M2.9%-2.9%0.802%
11/7/2024 Caprock Group LLC2,014$281K0.0%+6.7%0.000%
11/7/2024 Pathstone Holdings LLC12,348$1.72M0.0%+7.0%0.003%
11/7/2024 Mawer Investment Management Ltd.117,057$16.31M0.1%+3.2%0.028%
11/7/2024 Quest Partners LLC5,388$751K0.1%N/A0.001%
11/7/2024 Swiss National Bank198,700$27.69M0.0%-0.7%0.047%
11/7/2024 Thrivent Financial for Lutherans25,569$3.56M0.0%-1.2%0.006%
URGENT: This Altcoin Opportunity Won’t Wait – Act Now (Ad)

Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happens like clockwork every 4 years, during the December to February window of a Bitcoin halving year. This is where fortunes are made – often LITERALLY overnight.

11/6/2024 Mutual of America Capital Management LLC58,820$8.20M0.1%-4.1%0.014%
11/6/2024 Natixis Advisors LLC18,834$2.63M0.0%-9.0%0.004%
11/6/2024 Empowered Funds LLC1,534$214K0.0%-95.9%0.000%
11/6/2024 CIBC Asset Management Inc3,161$441K0.0%+3.6%0.001%
11/6/2024 OneDigital Investment Advisors LLC29,829$4.16M0.0%-1.5%0.007%
11/6/2024 Brooktree Capital Management137,612$19.18M15.6%-1.0%0.033%
11/6/2024 Huntington National Bank420$59K0.0%+445.5%0.000%
11/6/2024 KBC Group NV109,158$15.21M0.0%+3.0%0.026%
11/6/2024 Firetrail Investments PTY Ltd.138,749$19.32M5.6%-16.7%0.033%
11/6/2024 Oppenheimer & Co. Inc.1,645$229K0.0%N/A0.000%
(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, 506 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), Cantillon Capital Management LLC ($470.71M), Kayne Anderson Rudnick Investment Management LLC ($464.06M), State Street Corp ($449.04M), and Greenwich Wealth Management LLC ($415.19M).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 432 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 28,663,262 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.

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

Of the 258 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 21,612,763 shares in the last 24 months. This volume of shares sold represents approximately $2.04B in transactions.



This page (NASDAQ:IBKR) was last updated on 12/21/2024 by MarketBeat.com Staff
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