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Interactive Brokers Group (IBKR) Institutional Ownership

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$175.65 +3.80 (+2.21%)
As of 11:08 AM 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)
454
Total
Institutional Inflows
(last 12 months)
$2.85B
Number of
Institutional Sellers
(last 12 months)
279
Total
Institutional Outflows
(last 12 months)
$2.07B
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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
4/30/2025State of Michigan Retirement System26,079$4.32M0.0%+1.2%0.006%
4/30/2025Alps Advisors Inc.2,058$341K0.0%-25.7%0.000%
4/30/2025Allworth Financial LP1,646$278K0.0%+19.4%0.000%
4/30/2025Nisa Investment Advisors LLC1,377$228K0.0%-6.8%0.000%
4/30/2025Axxcess Wealth Management LLC2,283$378K0.0%-7.1%0.001%
4/30/2025M&T Bank Corp7,510$1.24M0.0%-39.4%0.002%
4/30/2025Blackhawk Capital Partners LLC.12,308$2.04M1.0%+28.2%0.003%
4/30/2025EULAV Asset Management24,000$3.97M0.1%-4.0%0.006%
4/30/2025Crossmark Global Holdings Inc.8,512$1.41M0.0%+0.8%0.002%
4/29/2025 Raleigh Capital Management Inc.3,048$505K0.2%-32.6%0.001%
4/29/2025 BOCHK Asset Management Ltd61,000$10.10M5.7%+17,328.6%0.014%
4/29/2025 Envestnet Asset Management Inc.307,261$50.88M0.0%-7.1%0.073%
4/29/2025 Penserra Capital Management LLC495$81K0.0%-94.8%0.000%
4/29/2025 Concurrent Investment Advisors LLC6,236$1.03M0.0%+185.3%0.001%
4/29/2025 HM Payson & Co.371$61K0.0%+642.0%0.000%
4/29/2025 Bank of New York Mellon Corp885,346$146.60M0.0%+17.7%0.210%
4/29/2025 OneDigital Investment Advisors LLC27,422$4.54M0.1%-10.1%0.006%
4/29/2025 Silver Oak Securities Incorporated9,036$1.49M0.1%+1.4%0.002%
4/28/2025 North Capital Inc.295$49K0.0%N/A0.000%
4/28/2025 Principal Financial Group Inc.358,675$59.39M0.0%-0.8%0.085%
4/28/2025 Oregon Public Employees Retirement Fund22,075$3.66M0.1%-0.3%0.005%
4/28/2025 Teacher Retirement System of Texas15,916$2.64M0.0%-49.7%0.004%
4/28/2025 Revisor Wealth Management LLC2,748$455K0.2%+33.3%0.001%
4/28/2025 Private Trust Co. NA1,444$239K0.0%+174.0%0.000%
4/28/2025 Mainstream Capital Management LLC4,301$712K0.6%N/A0.001%
4/28/2025 DAVENPORT & Co LLC7,537$1.25M0.0%+28.7%0.002%
4/28/2025 Sumitomo Mitsui DS Asset Management Company Ltd56,397$9.34M0.1%+30.7%0.013%
4/28/2025 Vontobel Holding Ltd.9,990$1.65M0.0%+94.5%0.002%
4/28/2025 ABLE Financial Group LLC2,072$343K0.1%+27.9%0.000%
4/25/2025 New York State Teachers Retirement System77,387$12.82M0.0%+10.5%0.018%
4/25/2025 Amalgamated Bank49,831$8.25M0.1%-3.7%0.012%
4/25/2025 KBC Group NV522,221$86.47M0.3%+255.1%0.124%
4/25/2025 Joel Isaacson & Co. LLC2,480$411K0.0%+3.3%0.001%
4/25/2025 Sumitomo Mitsui Trust Group Inc.539,970$89.41M0.1%+22.4%0.128%
4/24/2025 Marathon Asset Management Ltd182,538$30.23M0.9%-29.5%0.043%
4/24/2025 Allspring Global Investments Holdings LLC226,292$39.17M0.1%-2.0%0.054%
4/24/2025 Matisse Capital2,000$331K0.2%N/A0.000%
4/24/2025 Mirae Asset Global Investments Co. Ltd.476$78K0.0%N/A0.000%
4/24/2025 Waverton Investment Management Ltd197,541$32.71M0.5%-1.8%0.047%
4/24/2025 Bartlett & CO. Wealth Management LLC2,000$331K0.0%-15.3%0.000%
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4/24/2025 Illinois Municipal Retirement Fund9,172$1.52M0.0%+26.0%0.002%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA26,496$4.29M0.0%-58.1%0.006%
4/23/2025 KG&L Capital Management LLC2,155$357K0.1%-11.1%0.001%
4/23/2025 Western Financial Corp CA6,002$994K0.6%N/A0.001%
4/23/2025 Robeco Institutional Asset Management B.V.134,870$22.33M0.0%+49.4%0.032%
4/23/2025 Bessemer Group Inc.7,980$1.32M0.0%-67.9%0.002%
4/23/2025 Independent Solutions Wealth Management LLC7,188$1.19M0.3%-46.4%0.002%
4/23/2025 Spire Wealth Management4,761$788K0.0%+74.1%0.001%
4/23/2025 Lecap Asset Management Ltd.12,179$2.02M0.5%+202.6%0.003%
4/23/2025 Strategic Investment Advisors MI3,785$627K0.1%-38.8%0.001%
4/23/2025 Asset Management One Co. Ltd.42,211$6.99M0.0%+9,156.8%0.010%
4/23/2025 Eagle Strategies LLC6,434$1.07M0.2%N/A0.002%
4/23/2025 Oppenheimer & Co. Inc.5,405$895K0.0%+257.9%0.001%
4/22/2025 Flagship Harbor Advisors LLC2,567$425K0.0%+21.3%0.001%
4/22/2025 Illumine Investment Management LLC17,803$2.95M2.4%-4.2%0.004%
4/22/2025 Hudson Value Partners LLC1,779$295K0.1%N/A0.000%
4/22/2025 Kentucky Retirement Systems Insurance Trust Fund3,069$508K0.0%N/A0.001%
4/22/2025 Kentucky Retirement Systems7,205$1.19M0.0%N/A0.002%
4/22/2025 Aspire Private Capital LLC10,305$1.71M0.4%-24.0%0.002%
4/22/2025 Praxis Investment Management Inc.6,380$1.06M0.1%N/A0.002%
4/22/2025 Petra Financial Advisors Inc.1,306$216K0.2%N/A0.000%
4/22/2025 PFG Investments LLC3,312$548K0.0%+10.0%0.001%
4/21/2025 Retirement Systems of Alabama263,646$43.66M0.2%+0.1%0.062%
4/21/2025 Silver Oak Securities Incorporated9,036$1.49M0.1%+1.4%0.002%
4/21/2025 Envestnet Portfolio Solutions Inc.8,698$1.44M0.0%-25.5%0.002%
4/21/2025 State of Alaska Department of Revenue12,756$2.11M0.0%+2.7%0.003%
4/21/2025 CWA Asset Management Group LLC24,012$3.98M0.2%-9.6%0.006%
4/18/2025 CENTRAL TRUST Co6,822$1.13M0.0%+14.1%0.002%
4/17/2025 QRG Capital Management Inc.5,857$970K0.0%+3.7%0.001%
4/17/2025 Western Pacific Wealth Management LP800$132K0.1%-27.3%0.000%
4/17/2025 Sowell Financial Services LLC10,310$1.71M0.1%-17.8%0.002%
4/17/2025 Janney Montgomery Scott LLC73,770$12.22M0.0%-1.8%0.017%
4/17/2025 Mission Wealth Management LP9,224$1.53M0.0%-18.3%0.002%
4/17/2025 Warther Private Wealth LLC65,955$10.92M3.6%+15.2%0.016%
4/17/2025 Exchange Traded Concepts LLC13,624$2.26M0.0%-28.5%0.003%
4/17/2025 Ritholtz Wealth Management1,987$329K0.0%+4.1%0.000%
4/16/2025 Everpar Advisors LLC4,697$778K0.4%-11.3%0.001%
4/16/2025 Wealth Enhancement Advisory Services LLC48,364$8.01M0.0%+245.5%0.011%
4/16/2025 Griffin Asset Management Inc.3,400$563K0.1%-2.3%0.001%
4/16/2025 New England Research & Management Inc.3,250$538K0.3%N/A0.001%
4/16/2025 Pullen Investment Management LLC4,898$811K0.5%-5.8%0.001%
4/16/2025 Stanley Laman Group Ltd.18,859$3.12M0.5%-16.1%0.004%
4/16/2025 Compagnie Lombard Odier SCmA260$43K0.0%N/A0.000%
4/16/2025 Union Bancaire Privee UBP SA31,084$4.82M0.1%+37.0%0.007%
4/16/2025 Fortitude Family Office LLC212$35K0.0%-26.4%0.000%
4/15/2025 Fifth Third Bancorp67,815$11.23M0.0%+151.0%0.016%
4/15/2025 USA Financial Formulas154$26K0.0%-93.0%0.000%
4/15/2025 Assenagon Asset Management S.A.36,760$6.09M0.0%-82.9%0.009%
4/15/2025 Integrated Advisors Network LLC1,951$323K0.0%-48.2%0.000%
4/15/2025 Handelsbanken Fonder AB59,586$9.87M0.0%+27.8%0.014%
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4/15/2025 SG Americas Securities LLC21,862$3.62M0.0%+332.1%0.005%
4/15/2025 Ibex Wealth Advisors34,643$5.74M0.8%+11.2%0.008%
4/15/2025 Livforsakringsbolaget Skandia Omsesidigt800$132K0.0%N/A0.000%
4/15/2025 Ameliora Wealth Management Ltd.764$127K0.0%N/A0.000%
4/15/2025 GAMMA Investing LLC2,560$424K0.0%+34.7%0.001%
4/14/2025 Yousif Capital Management LLC37,422$6.20M0.1%-2.2%0.009%
4/14/2025 Farther Finance Advisors LLC618$107K0.0%-40.2%0.000%
4/14/2025 City Holding Co.200$33K0.0%N/A0.000%
4/14/2025 First Citizens Bank & Trust Co.2,544$421K0.0%+6.4%0.001%
4/14/2025 RV Capital AG212,480$35.19M7.8%-5.3%0.050%
(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, 682 institutional investors and hedge funds held shares of Interactive Brokers Group. The most heavily invested institutionals were Vanguard Group Inc. ($1.78B), BlackRock Inc. ($727.52M), JPMorgan Chase & Co. ($704.63M), Kayne Anderson Rudnick Investment Management LLC ($686.86M), Cantillon Capital Management LLC ($599.92M), Orbis Allan Gray Ltd ($591.48M), and Greenwich Wealth Management LLC ($490.19M).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 580 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), Norges Bank ($2.47M), FMR LLC ($1.51M), Wellington Management Group LLP ($1.50M), 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 34,637,799 shares in the last 24 months. This purchase volume represents approximately $4.26B in transactions.

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

Of the 351 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), Bares Capital Management Inc. ($2.10M), Egerton Capital UK LLP ($1.53M), Coronation Fund Managers Ltd. ($1.21M), Assenagon Asset Management S.A. ($1.02M), Victory Capital Management Inc. ($921.82K), and Marshall Wace LLP ($879.46K).

How much institutional selling is happening at Interactive Brokers Group?

Institutional investors have sold a total of 22,847,611 shares in the last 24 months. This volume of shares sold represents approximately $2.86B in transactions.



This page (NASDAQ:IBKR) was last updated on 5/1/2025 by MarketBeat.com Staff
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