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Interactive Brokers Group (IBKR) Institutional Ownership

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$64.28 +0.33 (+0.52%)
Closing price 09/4/2025 04:00 PM Eastern
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$64.44 +0.16 (+0.24%)
As of 05:13 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)
685
Total
Institutional Inflows
(last 12 months)
$10.22B
Number of
Institutional Sellers
(last 12 months)
300
Total
Institutional Outflows
(last 12 months)
$618.19M
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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
9/4/2025 Osaic Holdings Inc.57,017$3.16M0.0%+317.3%0.003%
8/27/2025 Orion Porfolio Solutions LLC35,564$1.97M0.0%+537.1%0.002%
8/27/2025 Munro Partners86,740$4.81M0.2%N/A0.005%
8/26/2025 Thrivent Financial for Lutherans102,619$5.69M0.0%+260.2%0.006%
8/20/2025 Kentucky Retirement Systems28,761$1.59M0.0%+299.2%0.002%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund12,215$677K0.0%+298.0%0.001%
8/19/2025 B. Riley Wealth Advisors Inc.15,780$874K0.0%N/A0.001%
8/19/2025 Advisory Services Network LLC10,844$601K0.0%+619.6%0.001%
8/19/2025 Cim LLC37,152$2.06M0.3%+330.3%0.002%
8/19/2025 Anchor Investment Management LLC2,552$141K0.0%+300.0%0.000%
8/19/2025 State of Wyoming52,384$2.90M0.4%N/A0.003%
8/18/2025 Hudson Bay Capital Management LP7,070$392K0.0%N/A0.000%
8/18/2025 Nomura Holdings Inc.19,688$1.09M0.0%N/A0.001%
8/18/2025 N.E.W. Advisory Services LLC632$35K0.0%+300.0%0.000%
8/18/2025 Kestra Investment Management LLC13,765$763K0.0%+839.6%0.001%
8/16/2025 Evergreen Capital Management LLC6,484$359K0.0%+294.9%0.000%
8/15/2025 Strategic Investment Advisors MI12,549$686K0.1%+231.5%0.001%
8/15/2025 CANADA LIFE ASSURANCE Co556,042$30.83M0.0%+314.0%0.033%
8/15/2025 Tower Research Capital LLC TRC 18,586$1.03M0.0%+242.3%0.001%
8/15/2025 Ion Asset Management Ltd.20,000$1.11M0.1%N/A0.001%
8/15/2025 MUFG Securities EMEA plc28,399$1.57M0.1%N/A0.002%
8/15/2025 Synergy Financial Group LTD8,176$453K0.3%+225.7%0.000%
8/15/2025 SkyView Investment Advisors LLC148,163$8.03M1.2%+301.8%0.009%
8/15/2025 Ramsey Quantitative Systems800$44K0.0%N/A0.000%
8/15/2025 Corient Private Wealth LLC72,016$3.99M0.0%+379.9%0.004%
8/15/2025 Florida Financial Advisors LLC14,471$802K0.3%+440.2%0.001%
8/15/2025 State of Tennessee Department of Treasury176,648$9.79M0.0%+300.0%0.010%
8/15/2025 E Fund Management Co. Ltd.20,000$1.11M0.1%+900.0%0.001%
8/15/2025 Captrust Financial Advisors28,687$1.59M0.0%+251.4%0.002%
8/15/2025 Vident Advisory LLC53,239$2.95M0.0%+447.3%0.003%
8/15/2025 Voleon Capital Management LP4,099$227K0.0%N/A0.000%
8/15/2025 Tidal Investments LLC49,966$2.77M0.0%+218.4%0.003%
8/15/2025 Smartleaf Asset Management LLC1,249$67K0.0%+191.8%0.000%
8/15/2025 Royal London Asset Management Ltd.21,100$1.17M0.0%+300.0%0.001%
8/15/2025 Rafferty Asset Management LLC10,268$569K0.0%+298.1%0.001%
8/15/2025 Oxford Asset Management LLP25,524$1.41M0.5%N/A0.002%
8/15/2025 Orbis Allan Gray Ltd9,740,072$539.70M2.6%+178.8%0.576%
8/15/2025 Orion Porfolio Solutions LLC35,564$1.97M0.0%+537.1%0.002%
8/15/2025 MML Investors Services LLC32,499$1.80M0.0%+218.1%0.002%
8/15/2025 Man Group plc96,448$5.34M0.0%+334.0%0.006%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.11,420$633K0.0%+178.3%0.001%
8/15/2025 Militia Capital Partners LP56,000$3.10M1.5%+300.0%0.003%
8/15/2025 Lazard Asset Management LLC13,089$725K0.0%+186,885.7%0.001%
8/15/2025 LMR Partners LLP95,380$5.29M0.0%N/A0.006%
8/15/2025 HRT Financial LP345,486$19.14M0.1%+172.0%0.020%
8/15/2025 Holocene Advisors LP64,479$3.57M0.0%N/A0.004%
8/15/2025 Hudson Bay Capital Management LP7,070$392K0.0%N/A0.000%
8/15/2025 Hudson Way Capital Management LLC684,074$37.91M3.4%+397.0%0.040%
8/15/2025 IHT Wealth Management LLC6,131$340K0.0%+278.5%0.000%
8/15/2025 Great Valley Advisor Group Inc.4,808$267K0.0%N/A0.000%
8/15/2025 Engineers Gate Manager LP39,661$2.20M0.0%-23.5%0.002%
8/15/2025 Benjamin Edwards Inc.12,181$675K0.0%+319.7%0.001%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S9,916$549K0.0%+1,469.0%0.001%
8/15/2025 BNP Paribas Financial Markets265,426$14.71M0.0%+207.8%0.016%
8/15/2025 Bridgeway Capital Management LLC27,800$1.54M0.0%+294.3%0.002%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp68,548$3.80M0.0%+229.2%0.004%
8/15/2025 Bares Capital Management Inc.3,011,100$166.85M16.2%+256.5%0.178%
8/15/2025 Brevan Howard Capital Management LP105,186$5.83M0.0%+747.7%0.006%
8/15/2025 Bamco Inc. NY4,198,424$232.64M0.6%+359.4%0.248%
8/15/2025 Bank of America Corp DE7,594,906$420.83M0.0%+225.4%0.449%
8/15/2025 Ameriprise Financial Inc.608,247$33.70M0.0%+288.3%0.036%
8/15/2025 AWH Capital L.P.116,380$6.45M7.5%+300.0%0.007%
8/15/2025 Alden Global Capital LLC260,640$14.44M8.9%N/A0.015%
8/14/2025 Lighthouse Investment Partners LLC110,874$6.14M0.2%N/A0.007%
8/14/2025 Florida Financial Advisors LLC17,440$997K0.7%+551.0%0.001%
8/14/2025 Progeny 3 Inc.2,126,460$117.83M6.6%+556.3%0.126%
8/14/2025 California State Teachers Retirement System666,192$36.91M0.0%+417.8%0.039%
8/14/2025 Raymond James Financial Inc.2,060,404$114.17M0.0%+246.1%0.122%
8/14/2025 Darwin Wealth Management LLC813$45K0.0%N/A0.000%
8/14/2025 Banco BTG Pactual S.A.50,000$2.77M0.6%N/A0.003%
8/14/2025 Canada Pension Plan Investment Board794,616$44.03M0.0%+744.4%0.047%
8/14/2025 One Madison Group LLC204,000$11.30M1.2%+240.0%0.012%
8/14/2025 Soros Fund Management LLC2,233,727$123.77M1.6%+1,027.3%0.132%
8/14/2025 Quantinno Capital Management LP48,675$2.70M0.0%+612.1%0.003%
8/14/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.7,752$428K0.0%+614.5%0.000%
8/14/2025 DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main68,368$3.79M0.0%+267.7%0.004%
8/14/2025 Alliancebernstein L.P.602,977$33.41M0.0%+331.4%0.036%
8/14/2025 Treasurer of the State of North Carolina651,274$36.09M0.1%+1,050.3%0.039%
8/14/2025 The Manufacturers Life Insurance Company 263,907$14.62M0.0%+294.4%0.016%
8/14/2025 Owls Nest Partners IA LLC22,000$1.22M0.3%+300.0%0.001%
8/14/2025 Sei Investments Co.245,924$13.63M0.0%+316.8%0.015%
8/14/2025 Oakcliff Capital Partners LP1,030,740$57.11M28.5%+300.0%0.061%
8/14/2025 NewEdge Advisors LLC3,707$205K0.0%+167.1%0.000%
8/14/2025 Investment Management Corp of Ontario76,732$4.25M0.1%+837.5%0.005%
8/14/2025 AXA S.A.12,816$710K0.0%+128.1%0.001%
8/14/2025 Lombard Odier Asset Management Switzerland SA19,229$1.07M0.1%N/A0.001%
8/14/2025 State Street Corp15,131,029$838.41M0.0%+301.3%0.895%
8/14/2025 London & Capital Asset Management Ltd448,733$24.86M1.9%N/A0.027%
8/14/2025 Daiwa Securities Group Inc.35,600$1.97M0.0%+291.2%0.002%
8/14/2025 Financial Strategies Group Inc.12,165$713K0.1%+283.4%0.001%
8/14/2025 L2 Asset Management LLC11,070$613K0.1%N/A0.001%
8/14/2025 WINTON GROUP Ltd381,330$21.13M1.1%+5,795.6%0.023%
8/14/2025 Natixis404,557$22.42M0.1%+51,899.6%0.024%
8/14/2025 Ossiam3,936$218K0.0%+300.8%0.000%
8/14/2025 Bank of Nova Scotia1,009,342$55.93M0.1%+6,541.3%0.060%
8/14/2025 California Public Employees Retirement System806,889$44.71M0.0%+318.4%0.048%
8/14/2025 Cerity Partners LLC5,738$318K0.0%N/A0.000%
8/14/2025 Federated Hermes Inc.754,113$41.79M0.1%+249.6%0.045%
8/13/2025 Gabelli Funds LLC401,765$22.26M0.2%+326.7%0.024%
8/13/2025 Gamco Investors INC. ET AL23,080$1.28M0.0%+358.8%0.001%
(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, 801 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 757 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 189,353,740 shares in the last 24 months. This purchase volume represents approximately $10.22B in transactions.

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

Of the 300 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 14,818,573 shares in the last 24 months. This volume of shares sold represents approximately $618.19M in transactions.


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This page (NASDAQ:IBKR) was last updated on 9/5/2025 by MarketBeat.com Staff
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