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Interactive Brokers Group (IBKR) Institutional Ownership

Interactive Brokers Group logo
$87.83 0.00 (0.00%)
Closing price 08/7/2026 04:00 PM Eastern
Extended Trading
$87.64 -0.19 (-0.22%)
As of 08:45 AM 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 Massive. Learn more.
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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)
710
Total
Institutional Inflows
(last 12 months)
$11.94B
Number of
Institutional Sellers
(last 12 months)
378
Total
Institutional Outflows
(last 12 months)
$2.51B
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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
8/7/2026 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%
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%
6/3/2026NewEdge Advisors LLC14,984$1.01M0.0%-59.9%0.001%
5/28/2026Cozad Asset Management Inc.212,091$14.23M1.1%+3.9%0.013%
5/26/2026Glenmede Trust Co. NA6,782$455K0.0%+30.0%0.000%
5/22/2026Groupama Asset Managment11,437$767K0.0%-29.8%0.001%
5/19/2026Bank of America Corp DE6,230,136$417.86M0.0%-6.6%0.367%
5/19/2026Edgestream 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%
5/19/2026Cim LLC41,476$2.78M0.4%-7.0%0.002%
5/19/2026Strategic Investment Advisors MI13,349$896K0.1%+48.9%0.001%
5/19/2026 Ashton Thomas Securities LLC5,240$351K0.0%N/A0.000%
5/19/2026Arkadios Wealth Advisors43,413$2.91M0.0%-5.1%0.003%
5/19/2026Altshuler 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%
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5/18/2026Amundi2,433,236$163.20M0.0%+62.4%0.143%
5/18/2026 EverSource Wealth Advisors LLC10,195$684K0.0%-7.8%0.001%
5/18/2026California State Teachers Retirement System645,032$43.26M0.0%-2.4%0.038%
5/18/2026Royal Bank of Canada1,682,514$112.85M0.0%-21.2%0.099%
5/18/2026Emmett Investment Management LP102,190$6.94M5.3%-8.9%0.006%
5/18/2026Empowered 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%
5/16/2026The Manufacturers Life Insurance Company235,851$15.82M0.0%-7.6%0.014%
5/16/2026Quantinno Capital Management LP190,798$12.80M0.0%+72.9%0.011%
5/16/2026SummitTX Capital L.P.66,531$4.46M0.1%+992.1%0.004%
5/16/2026Progeny 3 Inc.2,195,640$147.26M8.0%+3.1%0.129%
5/15/2026Endure Capital Management LLC39,200$2.63M1.8%N/A0.002%
5/15/2026OMERS ADMINISTRATION Corp35,891$2.41M0.0%+28.0%0.002%
5/15/2026Lombard Odier Asset Management Switzerland SA4,400$295K0.0%N/A0.000%
5/15/2026Lombard Odier Asset Management USA Corp3,500$235K0.0%N/A0.000%
5/15/2026Waverly Advisors LLC4,138$278K0.0%N/A0.000%
5/15/2026Wealth Alliance LLC8,080$542K0.1%+5.4%0.000%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund262,984$17.64M0.0%+1,393.7%0.016%
5/14/2026Dai ichi Life Insurance Company Ltd18,302$1.23M0.0%-3.4%0.001%
5/14/2026Renaissance Technologies LLC461,700$30.97M0.0%-25.1%0.027%
5/14/2026Gabelli Funds LLC363,256$24.36M0.2%-0.5%0.021%
5/14/2026Gamco Investors INC. ET AL17,475$1.17M0.0%+0.9%0.001%
5/14/2026Public 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%
5/14/2026Inceptionr LLC15,569$1.04M0.3%+82.8%0.001%
5/14/2026Aspen Grove Capital LLC3,961$266K0.1%+17.3%0.000%
5/14/2026Bank of Nova Scotia275,306$18.47M0.0%+89.5%0.016%
5/14/2026Sei Investments Co.564,427$37.86M0.0%+46.5%0.033%
5/14/2026 Lido Advisors LLC17,695$1.19M0.0%+102.6%0.001%
5/14/2026 State of Wyoming49,187$3.30M0.4%-0.3%0.003%
5/13/2026Cetera Investment Advisers209,311$14.04M0.0%+30.1%0.012%
5/13/2026 Coronation Fund Managers Ltd.28,844$1.94M0.1%+7.4%0.002%
5/13/2026American Investment Services Inc.10,000$671K0.1%N/A0.001%
5/13/2026Militia Capital Management LLC91,000$6.10M1.3%N/A0.005%
5/13/2026Measured Wealth Private Client Group LLC10,908$732K0.2%-8.0%0.001%
5/13/2026 Signature Equity Partners LLC386$26K0.0%-81.4%0.000%
5/13/2026NewEdge Wealth LLC119,880$8.04M0.1%+2.7%0.007%
5/13/2026 Petra Financial Advisors Inc.10,353$694K0.4%+2.4%0.001%
5/13/2026CI Investments Inc.14,809$993K0.0%+50.7%0.001%
5/13/2026First Trust Advisors LP2,299,168$154.21M0.1%-12.8%0.136%
5/12/2026 Chase Investment Counsel Corp30,000$2.01M0.5%-16.7%0.002%
5/12/2026Himension Capital Singapore PTE. LTD.11,496$771K0.1%-27.2%0.001%
5/12/2026 ABN Amro Investment Solutions16,177$1.09M0.0%N/A0.001%
5/8/2026 PNC Financial Services Group Inc.57,096$3.83M0.0%+23.3%0.003%
5/8/2026 Baader Bank Aktiengesellschaft12,255$819K0.1%+103.4%0.001%
5/8/2026DUTCH ASSET Corp65,098$4.37M2.9%+22.3%0.004%
5/8/2026 Convergence Investment Partners LLC30,048$2.02M0.3%-13.9%0.002%
5/7/2026Florida Financial Advisors LLC31,188$2.09M0.5%+22.0%0.002%
5/7/2026 Meeder Asset Management Inc.7,787$522K0.0%-57.9%0.000%
5/7/2026 Meeder Advisory Services Inc.6,152$413K0.0%+28.8%0.000%
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5/7/2026WCM Investment Management LLC8,958$571K0.0%+127.6%0.001%
5/7/2026Dimensional Fund Advisors LP1,050,385$70.43M0.0%+4.8%0.062%
5/7/2026 Parallel Advisors LLC7,759$520K0.0%+341.9%0.000%
5/7/2026 Cantillon Capital Management LLC11,245,881$754.26M5.0%-11.9%0.663%
5/7/2026 KBC Group NV2,115,438$141.88M0.4%+0.4%0.125%
5/7/2026 SEB Asset Management AB109,043$7.31M0.0%N/A0.006%
5/7/2026Precision Wealth Strategies LLC15,518$1.04M0.3%+23.8%0.001%
5/7/2026 Hanseatic Management Services Inc.31,417$2.11M2.0%N/A0.002%
5/7/2026 Mediolanum International Funds Ltd162,067$10.32M0.1%-6.2%0.010%
5/7/2026Heartland Advisors Inc.8,492$570K0.0%-1.6%0.001%


IBKR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,028 institutional investors and hedge funds held shares of Interactive Brokers Group. The most heavily invested institutionals were Vanguard Group Inc. ($3.36B), State Street Corp ($1.21B), Cantillon Capital Management LLC ($754.26M), Geode Capital Management LLC ($654.26M), Orbis Allan Gray Ltd ($596.39M), Greenwich Wealth Management LLC ($590.69M), and Invesco Ltd. ($533.03M).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 970 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. ($42.79M), State Street Corp ($15.12M), Norges Bank ($13.48M), Cantillon Capital Management LLC ($9.62M), Greenwich Wealth Management LLC ($8.16M), Invesco Ltd. ($7.74M), and JPMorgan Chase & Co. ($7.06M).

Institutional investors have bought a total of 199,677,240 shares in the last 24 months. This purchase volume represents approximately $11.94B in transactions.

Of the 378 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: JPMorgan Chase & Co. ($2.71M), Wellington Management Group LLP ($2.62M), 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 37,565,737 shares in the last 24 months. This volume of shares sold represents approximately $2.51B 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 8/7/2026. New 13F filings are added each quarter as they're published.
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