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Interactive Brokers Group (IBKR) Institutional Ownership

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$59.63 +0.03 (+0.05%)
Closing price 07/15/2025 04:00 PM Eastern
Extended Trading
$59.70 +0.07 (+0.12%)
As of 07/15/2025 07:58 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
23.80%
Number of
Institutional Buyers
(last 12 months)
524
Total
Institutional Inflows
(last 12 months)
$1.01B
Number of
Institutional Sellers
(last 12 months)
313
Total
Institutional Outflows
(last 12 months)
$698.39M
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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
7/15/2025Retirement Guys Formula LLC3,783$210K0.1%N/A0.000%
7/15/2025TD Private Client Wealth LLC60,116$3.33M0.1%+217.8%0.004%
7/15/2025Public Employees Retirement System of Ohio281,554$15.60M0.1%+397.3%0.017%
7/15/2025Ballentine Partners LLC15,244$845K0.0%N/A0.001%
7/15/2025Cigna Investments Inc. New4,188$232K0.0%N/A0.000%
7/15/2025Norden Group LLC6,036$334K0.0%+291.9%0.000%
7/15/2025Mainstream Capital Management LLC18,372$1.02M0.7%+327.2%0.001%
7/15/2025Fifth Third Bancorp144,433$8.00M0.0%+113.0%0.009%
7/15/2025Compagnie Lombard Odier SCmA52,211$2.89M0.0%+19,981.2%0.003%
7/15/2025Revisor Wealth Management LLC10,475$617K0.2%+281.2%0.001%
7/15/2025Fortitude Family Office LLC712$39K0.0%+235.8%0.000%
7/14/2025 Brady Martz Wealth Solutions LLC7,164$397K0.1%+300.0%0.000%
7/14/2025 Capital CS Group LLC7,779$431K0.7%N/A0.000%
7/14/2025 Caitlin John LLC25,042$1.39M1.3%N/A0.001%
7/14/2025 GAMMA Investing LLC10,183$564K0.0%+297.8%0.001%
7/14/2025 ABLE Financial Group LLC6,480$359K0.1%+212.7%0.000%
7/14/2025 Park Avenue Securities LLC7,516$416K0.0%N/A0.000%
7/14/2025 Sowell Financial Services LLC40,491$2.24M0.1%+292.7%0.002%
7/11/2025 Mitchell & Pahl Private Wealth LLC31,248$1.73M0.8%+317.9%0.002%
7/11/2025 Farther Finance Advisors LLC7,378$409K0.0%+1,093.9%0.000%
7/11/2025 Silver Oak Securities Incorporated37,198$2.06M0.2%+311.7%0.002%
7/11/2025 UMB Bank n.a.4,476$248K0.0%+288.2%0.000%
7/11/2025 Adirondack Trust Co.1,000$55K0.0%+300.0%0.000%
7/11/2025 Eagle Bay Advisors LLC3,660$203K0.2%N/A0.000%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt4,598$255K0.0%+474.8%0.000%
7/11/2025 IFM Investors Pty Ltd89,352$4.95M0.0%+299.1%0.005%
7/10/2025 Western Pacific Wealth Management LP3,200$177K0.2%+300.0%0.000%
7/10/2025 Contravisory Investment Management Inc.564$31K0.0%+300.0%0.000%
7/10/2025 Park Capital Management LLC WI8,935$495K0.5%+301.9%0.001%
7/10/2025 Polianta Ltd26,400$1.46M0.6%N/A0.002%
7/10/2025 Fulton Bank N.A.8,324$461K0.0%+211.2%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC290,303$16.83M0.0%+500.2%0.017%
7/10/2025 Atticus Wealth Management LLC2,456$136K0.0%N/A0.000%
7/10/2025 Mn Services Vermogensbeheer B.V.83,600$4.63M0.0%N/A0.005%
7/10/2025 Wedmont Private Capital5,264$304K0.0%+305.9%0.000%
7/10/2025 Swedbank AB34,080$1.89M0.0%+300.0%0.002%
7/10/2025 Baader Bank Aktiengesellschaft18,390$1.01M0.1%+1,116.3%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd222,526$12.33M0.1%+294.6%0.013%
7/9/2025 Thrive Wealth Management LLC8,691$482K0.1%+243.8%0.001%
7/9/2025 Fragasso Financial Advisors Inc30,072$1.67M0.1%+338.5%0.002%
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7/9/2025 Livforsakringsbolaget Skandia Omsesidigt4,598$255K0.0%+474.8%0.000%
7/9/2025 MassMutual Private Wealth & Trust FSB1,516$84K0.0%+316.5%0.000%
7/8/2025 Everpar Advisors LLC15,588$864K0.4%+231.9%0.001%
7/8/2025 Chemistry Wealth Management LLC5,288$293K0.1%N/A0.000%
7/8/2025 Rise Advisors LLC862$48K0.0%+300.9%0.000%
7/8/2025 RV Capital AG849,920$47.09M8.7%+300.0%0.050%
7/8/2025 Richard P Slaughter Associates Inc7,824$434K0.1%+107.3%0.000%
7/8/2025 NBC Securities Inc.14,156$784K0.1%+320.3%0.001%
7/8/2025 Parallel Advisors LLC1,332$74K0.0%+285.0%0.000%
7/7/2025 Insight Wealth Strategies LLC46,273$2.61M0.3%+219.6%0.003%
7/3/2025 Fiduciary Financial Group LLC3,828$216K0.0%N/A0.000%
6/26/2025AG2R LA Mondiale Gestion D Actifs5,023$832K0.0%N/A0.000%
6/23/2025 Swedbank AB8,520$1.41M0.0%N/A0.001%
6/18/2025Voya Investment Management LLC158,427$26.23M0.0%-38.5%0.037%
6/6/2025Militia Capital Partners LP14,000$2.32M1.8%-32.2%0.003%
6/4/2025 First Hawaiian Bank7,557$1.25M0.1%+334.1%0.002%
6/3/2025Inspire Investing LLC47,341$7.84M0.9%+19.5%0.011%
5/28/2025Strs Ohio9,016$1.49M0.0%N/A0.002%
5/22/2025WBI Investments LLC19,000$3.15M0.8%-39.5%0.004%
5/21/2025Acadian Asset Management LLC920$151K0.0%-93.3%0.000%
5/21/2025 IFM Investors Pty Ltd22,389$3.71M0.0%N/A0.005%
5/20/2025Intech Investment Management LLC138,146$22.88M0.2%+176.2%0.033%
5/20/2025Focus Partners Wealth1,460$242K0.0%-33.1%0.000%
5/19/2025Bayforest Capital Ltd3,873$641K0.3%+33.5%0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC424,970$70.37M0.0%+38.5%0.101%
5/16/2025Empowered Funds LLC39,131$6.48M0.1%+3.0%0.009%
5/16/2025United Services Automobile Association7,084$1.17M0.0%N/A0.002%
5/16/2025Meiji Yasuda Asset Management Co Ltd.4,103$679K0.0%+54.4%0.001%
5/16/2025Caxton Associates LLP8,358$1.38M0.0%N/A0.002%
5/16/2025Sciencast Management LP12,631$2.09M0.5%N/A0.003%
5/16/2025Ashton Thomas Private Wealth LLC2,148$356K0.0%+10.8%0.001%
5/16/2025Goldman Sachs Group Inc.597,176$98.89M0.0%+50.2%0.035%
5/16/2025Kestra Investment Management LLC1,465$241K0.0%+16,177.8%0.000%
5/16/2025Dynamic Technology Lab Private Ltd15,989$2.65M0.4%+271.8%0.004%
5/16/2025Financial Strategies Group Inc.3,173$550K0.1%+23.3%0.001%
5/16/2025USS Investment Management Ltd20,161$3.34M0.0%+0.4%0.005%
5/16/2025UniSuper Management Pty Ltd2,200$364K0.0%N/A0.001%
5/16/2025Scientech Research LLC12,399$2.05M0.5%+26.1%0.003%
5/16/2025 Rise Advisors LLC215$36K0.0%-19.2%0.000%
5/16/2025Nissay Asset Management Corp Japan ADV13,054$2.16M0.0%N/A0.003%
5/16/2025NewEdge Advisors LLC1,388$230K0.0%-53.2%0.000%
5/16/2025Jacobs Levy Equity Management Inc.1,230,207$203.71M0.8%+13.5%0.291%
5/16/2025Alliancebernstein L.P.139,765$23.14M0.0%-7.6%0.033%
5/16/2025AQR Capital Management LLC13,704$2.27M0.0%+24.7%0.003%
5/16/2025Advisors Asset Management Inc.5,281$874K0.0%+13.0%0.001%
5/16/2025Amundi102,059$16.28M0.0%-27.7%0.024%
5/16/2025Ancient Art L.P.410,909$68.04M20.2%-7.8%0.097%
5/15/2025Bares Capital Management Inc.844,537$139.85M15.1%-11.3%0.200%
5/15/2025Federation des caisses Desjardins du Quebec17,923$2.97M0.0%-12.8%0.004%
5/15/2025AWH Capital L.P.29,095$4.82M7.0%-20.8%0.007%
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5/15/2025Focus Partners Advisor Solutions LLC1,794$297K0.0%-7.0%0.000%
5/15/2025Point72 Europe London LLP16,600$2.75M0.2%N/A0.004%
5/15/2025Royal Bank of Canada607,518$100.60M0.0%-3.5%0.144%
5/15/2025Graham Capital Management L.P.30,192$5.00M0.1%+10.8%0.007%
5/15/2025Retirement Planning Co of New England Inc.7,050$1.17M0.4%N/A0.002%
5/15/2025Quarry LP299$50K0.0%+486.3%0.000%
5/15/2025Lansing Management LP99,934$16.55M13.9%-6.2%0.024%
5/15/2025Baird Financial Group Inc.5,100$845K0.0%-27.3%0.001%
5/15/2025Orbis Allan Gray Ltd3,493,357$578.47M3.3%-33.9%0.827%
5/15/2025Stony Point Capital LLC177,900$29.46M3.0%+167.0%0.042%
(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, 729 institutional investors and hedge funds held shares of Interactive Brokers Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.71B), BlackRock Inc. ($727.52M), Cantillon Capital Management LLC ($599.92M), Orbis Allan Gray Ltd ($578.47M), Kayne Anderson Rudnick Investment Management LLC ($525.05M), JPMorgan Chase & Co. ($512.79M), and Greenwich Wealth Management LLC ($490.19M).Learn more on Interactive Brokers Group's institutional investors.

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

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

Which institutional investors have been buying Interactive Brokers Group's stock?

Of the 626 institutional investors that purchased Interactive Brokers Group's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($2.47M), FMR LLC ($1.51M), Wellington Management Group LLP ($1.50M), American Century Companies Inc. ($1.37M), Bank of America Corp DE ($1.12M), 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 24,181,043 shares in the last 24 months. This purchase volume represents approximately $1.01B in transactions.

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

Of the 313 institutional investors that sold Interactive Brokers Group's 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 ($2.07M), Orbis Allan Gray Ltd ($1.79M), Bares Capital Management Inc. ($1.69M), Egerton Capital UK LLP ($1.55M), Voya Investment Management LLC ($924.13K), JPMorgan Chase & Co. ($920.37K), and Coronation Fund Managers Ltd. ($907.32K).

How much institutional selling is happening at Interactive Brokers Group?

Institutional investors have sold a total of 17,515,697 shares in the last 24 months. This volume of shares sold represents approximately $698.39M in transactions.



This page (NASDAQ:IBKR) was last updated on 7/16/2025 by MarketBeat.com Staff
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