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Interactive Brokers Group (IBKR) Institutional Ownership

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$69.77 +0.41 (+0.59%)
Closing price 04:00 PM Eastern
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$69.88 +0.11 (+0.15%)
As of 06:30 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)
705
Total
Institutional Inflows
(last 12 months)
$10.41B
Number of
Institutional Sellers
(last 12 months)
302
Total
Institutional Outflows
(last 12 months)
$627.23M
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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
10/15/2025CWM LLC4,567$314K0.0%+5.3%0.000%
10/15/2025Pacer Advisors Inc.35,840$2.47M0.0%+19.0%0.002%
10/15/2025Inspire Investing LLC202,283$13.92M1.4%-6.2%0.012%
10/15/2025Norden Group LLC4,487$309K0.0%-25.7%0.000%
10/15/2025World Investment Advisors6,852$471K0.0%+3.0%0.000%
10/15/2025Manchester Financial Inc.29,583$2.04M0.4%N/A0.002%
10/15/2025Vontobel Holding Ltd.48,502$3.34M0.0%-18.1%0.003%
10/15/2025DAVENPORT & Co LLC37,243$2.56M0.0%+18.6%0.002%
10/15/2025Net Worth Advisory Group4,419$304K0.1%N/A0.000%
10/15/2025IFM Investors Pty Ltd87,482$5.78M0.1%-2.1%0.005%
10/15/2025TABR Capital Management LLC3,464$238K0.2%N/A0.000%
10/15/2025Revisor Wealth Management LLC11,125$808K0.3%+6.2%0.001%
10/15/2025Munro Partners78,980$5.44M0.1%-8.9%0.005%
10/15/2025Anderson Hoagland & Co.43,456$2.99M0.3%N/A0.003%
10/14/2025 OLD National Bancorp IN3,800$261K0.0%N/A0.000%
10/14/2025 Yousif Capital Management LLC53,242$3.66M0.0%-63.9%0.003%
10/14/2025 Farther Finance Advisors LLC9,263$637K0.0%+25.5%0.001%
10/14/2025 Patton Fund Management Inc.4,133$284K0.1%N/A0.000%
10/14/2025 HBK Sorce Advisory LLC3,696$266K0.0%N/A0.000%
10/14/2025 Exchange Traded Concepts LLC8,620$593K0.0%N/A0.001%
10/10/2025 ABLE Financial Group LLC8,083$556K0.1%+24.7%0.000%
10/10/2025 Trust Point Inc.3,052$210K0.0%N/A0.000%
10/10/2025 Cyndeo Wealth Partners LLC3,162$218K0.0%N/A0.000%
10/9/2025 Curated Wealth Partners LLC3,208$221K0.0%N/A0.000%
10/9/2025 U.S. Capital Wealth Advisors LLC5,011$345K0.0%N/A0.000%
10/9/2025 Richard P Slaughter Associates Inc7,100$489K0.1%-9.3%0.000%
10/9/2025 Bay Harbor Wealth Management LLC2,047$141K0.0%-16.4%0.000%
10/9/2025 Voya Investment Management LLC197,943$13.62M0.0%+162.1%0.012%
10/9/2025 Voya Financial Advisors Inc.3,188$219K0.0%N/A0.000%
10/9/2025 Mitchell & Pahl Private Wealth LLC31,012$2.13M0.9%-0.8%0.002%
10/9/2025 Systrade AG500,000$34.41M25.4%N/A0.029%
10/8/2025 Wedmont Private Capital6,867$476K0.0%+30.5%0.000%
10/8/2025 Czech National Bank113,083$7.78M0.1%N/A0.007%
10/7/2025 Heritage Family Offices LLP11,959$823K0.4%+202.9%0.001%
10/7/2025 Assenagon Asset Management S.A.1,279,254$88.03M0.1%N/A0.075%
10/7/2025 Union Bancaire Privee UBP SA326,133$22.44M0.4%+62.2%0.019%
10/7/2025 Thrive Wealth Management LLC8,950$616K0.1%+3.0%0.001%
10/6/2025 Fragasso Financial Advisors Inc23,170$1.63M0.1%-23.0%0.001%
10/6/2025 Insight Wealth Strategies LLC42,774$2.94M0.3%-7.6%0.003%
10/6/2025 New England Research & Management Inc.5,500$378K0.2%N/A0.000%
10/6/2025 Venture Visionary Partners LLC2,988$206K0.0%N/A0.000%
10/3/2025 Jackson Wealth Management LLC7,571$521K0.1%N/A0.000%
10/3/2025 Aaron Wealth Advisors LLC4,153$286K0.0%N/A0.000%
10/2/2025 GAMMA Investing LLC11,439$787K0.0%+12.3%0.001%
10/2/2025 Capital Asset Advisory Services LLC2,946$203K0.0%N/A0.000%
10/1/2025 Vigilare Wealth Management4,375$301K0.1%N/A0.000%
10/1/2025 Praxis Investment Management Inc.31,079$2.14M0.1%+21.8%0.002%
9/26/2025Corient Private Wealth LLC71,724$3.97M0.0%+377.9%0.004%
9/24/2025Texas Permanent School Fund Corp575,604$31.89M0.3%+282.5%0.034%
9/9/2025NWF Advisory Services Inc.45,306$2.51M0.3%N/A0.003%
9/4/2025Osaic Holdings Inc.57,017$3.16M0.0%+317.3%0.003%
8/27/2025Orion Porfolio Solutions LLC35,564$1.97M0.0%+537.1%0.002%
8/27/2025Munro Partners86,740$4.81M0.2%N/A0.005%
8/26/2025Thrivent Financial for Lutherans102,619$5.69M0.0%+260.2%0.006%
8/20/2025Kentucky Retirement Systems28,761$1.59M0.0%+299.2%0.002%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund12,215$677K0.0%+298.0%0.001%
8/19/2025B. Riley Wealth Advisors Inc.15,780$874K0.0%N/A0.001%
8/19/2025Advisory Services Network LLC10,844$601K0.0%+619.6%0.001%
8/19/2025Cim LLC37,152$2.06M0.3%+330.3%0.002%
8/19/2025Anchor Investment Management LLC2,552$141K0.0%+300.0%0.000%
8/19/2025State of Wyoming52,384$2.90M0.4%N/A0.003%
8/18/2025Hudson Bay Capital Management LP7,070$392K0.0%N/A0.000%
8/18/2025Nomura Holdings Inc.19,688$1.09M0.0%N/A0.001%
8/18/2025N.E.W. Advisory Services LLC632$35K0.0%+300.0%0.000%
8/18/2025Kestra Investment Management LLC13,765$763K0.0%+839.6%0.001%
8/16/2025Evergreen Capital Management LLC6,484$359K0.0%+294.9%0.000%
8/15/2025Strategic Investment Advisors MI12,549$686K0.1%+231.5%0.001%
8/15/2025CANADA LIFE ASSURANCE Co556,042$30.83M0.0%+314.0%0.033%
8/15/2025Tower Research Capital LLC TRC 18,586$1.03M0.0%+242.3%0.001%
8/15/2025Ion Asset Management Ltd.20,000$1.11M0.1%N/A0.001%
8/15/2025MUFG Securities EMEA plc28,399$1.57M0.1%N/A0.002%
8/15/2025Synergy Financial Group LTD8,176$453K0.3%+225.7%0.000%
8/15/2025SkyView Investment Advisors LLC148,163$8.03M1.2%+301.8%0.009%
8/15/2025Ramsey Quantitative Systems800$44K0.0%N/A0.000%
8/15/2025Corient Private Wealth LLC72,016$3.99M0.0%+379.9%0.004%
8/15/2025Florida Financial Advisors LLC14,471$802K0.3%+440.2%0.001%
8/15/2025State of Tennessee Department of Treasury176,648$9.79M0.0%+300.0%0.010%
8/15/2025E Fund Management Co. Ltd.20,000$1.11M0.1%+900.0%0.001%
8/15/2025Captrust Financial Advisors28,687$1.59M0.0%+251.4%0.002%
8/15/2025Vident Advisory LLC53,239$2.95M0.0%+447.3%0.003%
8/15/2025Voleon Capital Management LP4,099$227K0.0%N/A0.000%
8/15/2025Tidal Investments LLC49,966$2.77M0.0%+218.4%0.003%
8/15/2025Smartleaf Asset Management LLC1,249$67K0.0%+191.8%0.000%
8/15/2025Royal London Asset Management Ltd.21,100$1.17M0.0%+300.0%0.001%
8/15/2025Rafferty Asset Management LLC10,268$569K0.0%+298.1%0.001%
8/15/2025Oxford Asset Management LLP25,524$1.41M0.5%N/A0.002%
8/15/2025Orbis Allan Gray Ltd9,740,072$539.70M2.6%+178.8%0.576%
8/15/2025Orion Porfolio Solutions LLC35,564$1.97M0.0%+537.1%0.002%
8/15/2025MML Investors Services LLC32,499$1.80M0.0%+218.1%0.002%
8/15/2025Man Group plc96,448$5.34M0.0%+334.0%0.006%
8/15/2025Meiji Yasuda Asset Management Co Ltd.11,420$633K0.0%+178.3%0.001%
8/15/2025Militia Capital Partners LP56,000$3.10M1.5%+300.0%0.003%
8/15/2025Lazard Asset Management LLC13,089$725K0.0%+186,885.7%0.001%
8/15/2025LMR Partners LLP95,380$5.29M0.0%N/A0.006%
8/15/2025HRT Financial LP345,486$19.14M0.1%+172.0%0.020%
8/15/2025Holocene Advisors LP64,479$3.57M0.0%N/A0.004%
8/15/2025Hudson Bay Capital Management LP7,070$392K0.0%N/A0.000%
8/15/2025Hudson Way Capital Management LLC684,074$37.91M3.4%+397.0%0.040%
8/15/2025IHT Wealth Management LLC6,131$340K0.0%+278.5%0.000%
8/15/2025Great Valley Advisor Group Inc.4,808$267K0.0%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, 819 institutional investors and hedge funds held shares of Interactive Brokers Group. The most heavily invested institutionals were Vanguard Group Inc. ($2.32B), State Street Corp ($838.41M), Cantillon Capital Management LLC ($709.45M), Greenwich Wealth Management LLC ($602.00M), JPMorgan Chase & Co. ($562.33M), Orbis Allan Gray Ltd ($539.70M), and Kayne Anderson Rudnick Investment Management LLC ($525.05M).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 776 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: Vanguard Group Inc. ($32.17M), State Street Corp ($11.41M), Cantillon Capital Management LLC ($9.53M), Greenwich Wealth Management LLC ($8.36M), Norges Bank ($7.61M), JPMorgan Chase & Co. ($7.06M), and Bank of America Corp DE ($6.38M).

How much institutional buying is happening at Interactive Brokers Group?

Institutional investors have bought a total of 192,186,307 shares in the last 24 months. This purchase volume represents approximately $10.41B in transactions.

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

Of the 301 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: 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), Marshall Wace LLP ($879.46K), and Kayne Anderson Rudnick Investment Management LLC ($717.04K).

How much institutional selling is happening at Interactive Brokers Group?

Institutional investors have sold a total of 14,940,194 shares in the last 24 months. This volume of shares sold represents approximately $627.23M in transactions.


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This page (NASDAQ:IBKR) was last updated on 10/15/2025 by MarketBeat.com Staff
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