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Interactive Brokers Group (IBKR) Institutional Ownership

Interactive Brokers Group logo
$95.84 -0.71 (-0.74%)
As of 08/28/2026 04:00 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)
627
Total
Institutional Inflows
(last 12 months)
$9.62B
Number of
Institutional Sellers
(last 12 months)
380
Total
Institutional Outflows
(last 12 months)
$2.72B
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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
8/27/2026 Corient Private Wealth LP270,820$23.57M0.0%+128.9%0.016%
8/24/2026 California State Teachers Retirement System53,724,396$4.68B0.0%+8,229.0%3.158%
8/23/2026 Studio Investment Management LLC9,064$789K0.1%-7.1%0.001%
8/23/2026 Wedmont Private Capital8,125$764K0.0%+9.9%0.000%
8/23/2026 HB Wealth Management LLC13,075$1.14M0.0%+5.7%0.001%
8/23/2026 Saudi Central Bank29,621$2.58M0.0%+80.2%0.002%
8/22/2026 Compass Financial Management LLC7,024$612K0.1%N/A0.000%
8/22/2026 AlphaGrep UK Ltd4,493$391K0.1%N/A0.000%
8/22/2026 Plan A Wealth LLC3,111$271K0.1%N/A0.000%
8/22/2026 BAM Wealth Management LLC8,706$758K0.5%-24.2%0.001%
8/22/2026 Raiffeisen Bank International AG389,970$34.37M0.4%+0.9%0.023%
8/22/2026 NWF Advisory Services Inc.17,982$1.57M0.1%-4.5%0.001%
8/22/2026 Sapient Capital LLC2,456$214K0.0%N/A0.000%
8/22/2026 Syon Capital LLC4,751$414K0.0%+5.8%0.000%
8/22/2026 TD Waterhouse Canada Inc.516,646$48.19M0.1%+79.4%0.030%
8/22/2026 Premier Path Wealth Partners LLC5,454$475K0.1%-2.0%0.000%
8/22/2026 Concurrent Investment Advisors LLC24,085$2.10M0.0%-12.9%0.001%
8/22/2026 NEOS Investment Management LLC72,737$6.33M0.0%+15.0%0.004%
8/21/2026 AXQ Capital LP45,065$3.92M0.4%+69.6%0.003%
8/21/2026 iSAM Funds UK Ltd3,800$331K0.2%N/A0.000%
8/21/2026 Greenspring Advisors LLC2,399$209K0.0%N/A0.000%
8/21/2026 Nykredit A S176,334$15.35M0.0%N/A0.010%
8/21/2026 Thrive Wealth Management LLC7,711$671K0.1%-8.6%0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG79,565$6.93M0.1%+588.0%0.005%
8/21/2026 Midwest Professional Planners LTD.22,672$1.97M0.4%+14.5%0.001%
8/20/2026 Headlands Technologies LLC101,115$8.80M0.9%N/A0.006%
8/20/2026 Wedbush Securities Inc.3,440$299K0.0%-5.6%0.000%
8/20/2026 Greenleaf Trust2,316$202K0.0%N/A0.000%
8/19/2026 New Mexico Educational Retirement Board22,200$1.93M0.0%+9.4%0.001%
8/19/2026 Navellier & Associates Inc.12,807$1.12M0.1%+17.5%0.001%
8/19/2026 Wellington Management Group LLP7,382,141$642.54M0.1%-24.5%0.434%
8/18/2026 Public Employees Retirement System of Ohio205,530$17.89M0.1%N/A0.012%
8/17/2026 Philadelphia Investment Partners LLC9,656$840K0.5%N/A0.001%
8/11/2026 Ninepoint Partners LP3,562$310K0.0%N/A0.000%
8/10/2026 Monetta Financial Services Inc.20,000$1.74M1.2%N/A0.001%
8/10/2026 Great Lakes Advisors LLC7,466$650K0.0%N/A0.000%
8/7/2026 Citizens Financial Group Inc. RI5,953$518K0.0%N/A0.000%
8/7/2026 Firetrail Investments PTY Ltd.100,659$8.71M2.5%N/A0.006%
8/6/2026 Bank of New York Mellon Corp2,420,031$210.64M0.0%N/A0.143%
8/6/2026 S&CO Inc.60,130$5.23M0.3%N/A0.004%
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7/10/2026 Insight Wealth Strategies LLC42,061$3.92M0.4%-4.2%0.002%
7/10/2026 Tema ETFs LLC9,050$788K0.0%+10.6%0.001%
7/10/2026 Arkfeld Wealth Strategies L.L.C.43,970$4.22M1.3%-0.9%0.003%
7/10/2026 Fiduciary Financial Group LLC3,968$345K0.0%+3.1%0.000%
7/10/2026 Handelsbanken Fonder AB124,883$10.87M0.0%+5.7%0.007%
7/9/2026 Financial Management Professionals Inc.723$63K0.0%+3,043.5%0.000%
7/9/2026 Sapient Capital LLC2,456$214K0.0%N/A0.000%
7/9/2026 Everhart Financial Group Inc.4,976$433K0.0%+55.9%0.000%
7/9/2026 Everpar Advisors LLC9,021$785K0.2%-7.4%0.001%
7/9/2026 Valeo Financial Advisors LLC4,344$378K0.0%-3.4%0.000%
7/8/2026 Cooper Financial Group2,440$212K0.0%N/A0.000%
7/8/2026 Czech National Bank126,802$11.04M0.1%+4.5%0.007%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab93,641$8.15M0.1%+5.8%0.006%
7/8/2026 Assenagon Asset Management S.A.645,171$56.16M0.1%-45.9%0.038%
7/8/2026 Thrive Wealth Management LLC7,711$671K0.1%-8.6%0.000%
7/7/2026 180 Wealth Advisors LLC6,345$552K0.1%+8.7%0.000%
7/7/2026 GAMMA Investing LLC14,396$1.25M0.0%+13.3%0.001%
7/7/2026 Central Pacific Bank Trust Division9,755$849K0.1%N/A0.001%
7/7/2026 CoreCap Advisors LLC323$28K0.0%-30.8%0.000%
7/7/2026 Pacific Excel Wealth Advisors Inc.6,491$565K0.2%N/A0.000%
7/2/2026 Versant Capital Management Inc2,138$186K0.0%-15.3%0.000%
7/2/2026 CX Institutional56,042$4.88M0.1%+2.2%0.003%
6/3/2026 Parallel Advisors LLC7,759$520K0.0%+341.9%0.000%
6/3/2026 NewEdge Advisors LLC14,984$1.01M0.0%-59.9%0.001%
5/28/2026 Cozad Asset Management Inc.212,091$14.23M1.1%+3.9%0.013%
5/26/2026 Glenmede Trust Co. NA6,782$455K0.0%+30.0%0.000%
5/22/2026 Groupama Asset Managment11,437$767K0.0%-29.8%0.001%
5/19/2026 Bank of America Corp DE6,230,136$417.86M0.0%-6.6%0.367%
5/19/2026 Edgestream Partners L.P.37,399$2.51M0.1%-55.6%0.002%
5/19/2026Janus Henderson Group PLC85,766$5.75M0.0%+7.9%0.005%
5/19/2026 Cim LLC41,476$2.78M0.4%-7.0%0.002%
5/19/2026 Strategic Investment Advisors MI13,349$896K0.1%+48.9%0.001%
5/19/2026 Ashton Thomas Securities LLC5,240$351K0.0%N/A0.000%
5/19/2026 Arkadios Wealth Advisors43,413$2.91M0.0%-5.1%0.003%
5/19/2026 Altshuler Shaham Ltd28,933$1.94M0.0%+80.8%0.002%
5/19/2026 Smith Group Asset Management LLC18,374$1.23M0.1%+102.0%0.001%
5/18/2026 Amundi2,433,236$163.20M0.0%+62.4%0.143%
5/18/2026 EverSource Wealth Advisors LLC10,195$684K0.0%-7.8%0.001%
5/18/2026 California State Teachers Retirement System645,032$43.26M0.0%-2.4%0.038%
5/18/2026 Royal Bank of Canada1,682,514$112.85M0.0%-21.2%0.099%
5/18/2026 Emmett Investment Management LP102,190$6.94M5.3%-8.9%0.006%
5/18/2026 Empowered Funds LLC30,726$2.06M0.0%-76.2%0.002%
5/18/2026Evelyn Partners Investment Management LLP148,042$9.93M0.3%-9.3%0.009%
5/16/2026 The Manufacturers Life Insurance Company235,851$15.82M0.0%-7.6%0.014%
5/16/2026 Quantinno Capital Management LP190,798$12.80M0.0%+72.9%0.011%
5/16/2026 SummitTX Capital L.P.66,531$4.46M0.1%+992.1%0.004%
5/16/2026 Progeny 3 Inc.2,195,640$147.26M8.0%+3.1%0.129%
5/15/2026 Endure Capital Management LLC39,200$2.63M1.8%N/A0.002%
5/15/2026 OMERS ADMINISTRATION Corp35,891$2.41M0.0%+28.0%0.002%
5/15/2026 Lombard Odier Asset Management Switzerland SA4,400$295K0.0%N/A0.000%
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5/15/2026 Lombard Odier Asset Management USA Corp3,500$235K0.0%N/A0.000%
5/15/2026 Waverly Advisors LLC4,138$278K0.0%N/A0.000%
5/15/2026 Wealth Alliance LLC8,080$542K0.1%+5.4%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund262,984$17.64M0.0%+1,393.7%0.016%
5/14/2026 Dai ichi Life Insurance Company Ltd18,302$1.23M0.0%-3.4%0.001%
5/14/2026 Renaissance Technologies LLC461,700$30.97M0.0%-25.1%0.027%
5/14/2026 Gabelli Funds LLC363,256$24.36M0.2%-0.5%0.021%
5/14/2026 Gamco Investors INC. ET AL17,475$1.17M0.0%+0.9%0.001%
5/14/2026 Public Employees Retirement System of Ohio228,301$15.31M0.0%-10.7%0.013%
5/14/2026 Compound Planning Inc.22,975$1.54M0.0%-7.5%0.001%


IBKR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,038 institutional investors and hedge funds held shares of Interactive Brokers Group. The most heavily invested institutionals were California State Teachers Retirement System ($4.68B), Vanguard Group Inc. ($3.36B), State Street Corp ($1.21B), Cantillon Capital Management LLC ($754.26M), Geode Capital Management LLC ($654.26M), Wellington Management Group LLP ($642.54M), and Orbis Allan Gray Ltd ($596.39M).Learn more on Interactive Brokers Group's institutional investors.

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

Of the 979 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: California State Teachers Retirement System ($53.63M), Vanguard Group Inc. ($42.79M), State Street Corp ($15.12M), Norges Bank ($13.48M), Cantillon Capital Management LLC ($9.62M), Greenwich Wealth Management LLC ($8.16M), and Invesco Ltd. ($7.74M).

Institutional investors have bought a total of 126,879,228 shares in the last 24 months. This purchase volume represents approximately $9.62B in transactions.

Of the 380 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: Wellington Management Group LLP ($5.01M), JPMorgan Chase & Co. ($2.71M), Royal Bank of Canada ($2.05M), Egerton Capital UK LLP ($1.80M), Assenagon Asset Management S.A. ($1.78M), Cantillon Capital Management LLC ($1.65M), and Greenwich Wealth Management LLC ($1.18M).

Institutional investors have sold a total of 39,927,212 shares in the last 24 months. This volume of shares sold represents approximately $2.72B in transactions.


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Institutional ownership data for NASDAQ:IBKR is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.
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