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Interactive Brokers Group (IBKR) Institutional Ownership

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$87.87 +1.40 (+1.62%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$88.22 +0.35 (+0.40%)
As of 10/9/2026 07:53 PM 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)
621
Total
Institutional Inflows
(last 12 months)
$4.84B
Number of
Institutional Sellers
(last 12 months)
386
Total
Institutional Outflows
(last 12 months)
$2.74B
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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
10/9/2026Bullock Wealth Management Group8,934$767K0.3%+2.9%0.001%
10/9/2026Wedmont Private Capital8,507$736K0.0%+4.7%0.000%
10/9/2026GAMMA Investing LLC15,465$1.32M0.0%+7.4%0.001%
10/8/2026Farther Finance Advisors LLC12,045$1.03M0.0%+14.0%0.001%
10/8/2026Westwind Capital17,494$1.49M0.4%N/A0.001%
10/8/2026CoreCap Advisors LLC524$45K0.0%+62.2%0.000%
10/8/2026Everhart Financial Group Inc.5,167$441K0.0%+3.8%0.000%
10/8/2026Valeo Financial Advisors LLC4,793$409K0.0%+10.3%0.000%
10/8/2026Plan A Wealth LLC2,764$236K0.1%-11.2%0.000%
10/7/2026Wealth Enhancement Trust Services Inc.382$33K0.0%+1,217.2%0.000%
10/7/2026Matrix Trust Co8,846$756K0.1%-4.3%0.001%
10/6/2026Congress Asset Management Co.1,502,435$128.34M0.8%-1.7%0.088%
10/6/2026Central Pacific Bank Trust Division9,222$788K0.1%-5.5%0.001%
10/5/2026Eastern Bank4,125$352K0.0%+265.0%0.000%
10/5/2026MassMutual Private Wealth & Trust FSB827$71K0.0%-21.7%0.000%
10/2/2026 CX Institutional5,944$508K0.0%-89.4%0.000%
9/23/2026QRG Capital Management Inc.100,705$8.77M0.1%+13.4%0.006%
9/23/2026Envestnet Portfolio Solutions Inc.31,052$2.70M0.0%+35.4%0.002%
9/18/2026Security National Bank of SO Dak1,076$94K0.0%N/A0.000%
9/15/2026SkyView Investment Advisors LLC16,000$1.39M1.1%-87.3%0.001%
9/9/2026Sequoia Financial Advisors LLC14,304$1.25M0.0%+38.4%0.001%
9/9/2026Tidal Investments LLC71,292$6.21M0.0%+2.9%0.004%
9/9/2026National Pension Service895,059$77.91M0.1%-1.5%0.053%
9/9/2026Engineers Gate Manager LP108,359$9.43M0.1%+831.3%0.006%
9/9/2026Integrated Wealth Concepts LLC14,833$1.29M0.0%+9.2%0.001%
9/9/2026NewEdge Advisors LLC21,042$1.83M0.0%+40.4%0.001%
9/9/2026Hedeker Wealth LLC53,785$4.68M0.9%-7.3%0.003%
9/9/2026Baird Financial Group Inc.50,337$4.38M0.0%-0.8%0.003%
9/8/2026Allworth Financial LP6,968$606K0.0%+16.5%0.000%
9/8/2026Arizona State Retirement System121,327$10.56M0.1%+0.3%0.007%
9/8/2026Waverly Advisors LLC4,959$432K0.0%+19.8%0.000%
9/8/2026Nykredit A S148,930$12.96M0.0%N/A0.009%
9/2/2026Range Advisory LLC2,614$228K0.0%N/A0.000%
8/27/2026Corient Private Wealth LP270,820$23.57M0.0%+128.9%0.016%
8/23/2026Studio Investment Management LLC9,064$789K0.1%-7.1%0.001%
8/23/2026Wedmont Private Capital8,125$764K0.0%+9.9%0.000%
8/23/2026HB Wealth Management LLC13,075$1.14M0.0%+5.7%0.001%
8/23/2026Saudi Central Bank29,621$2.58M0.0%+80.2%0.002%
8/22/2026Compass Financial Management LLC7,024$612K0.1%N/A0.000%
8/22/2026AlphaGrep UK Ltd4,493$391K0.1%N/A0.000%
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8/22/2026Plan A Wealth LLC3,111$271K0.1%N/A0.000%
8/22/2026BAM Wealth Management LLC8,706$758K0.5%-24.2%0.001%
8/22/2026Raiffeisen Bank International AG389,970$34.37M0.4%+0.9%0.023%
8/22/2026NWF Advisory Services Inc.17,982$1.57M0.1%-4.5%0.001%
8/22/2026Sapient Capital LLC2,456$214K0.0%N/A0.000%
8/22/2026Syon Capital LLC4,751$414K0.0%+5.8%0.000%
8/22/2026TD Waterhouse Canada Inc.516,646$48.19M0.1%+79.4%0.030%
8/22/2026Premier Path Wealth Partners LLC5,454$475K0.1%-2.0%0.000%
8/22/2026Concurrent Investment Advisors LLC24,085$2.10M0.0%-12.9%0.001%
8/22/2026NEOS Investment Management LLC72,737$6.33M0.0%+15.0%0.004%
8/21/2026AXQ Capital LP45,065$3.92M0.4%+69.6%0.003%
8/21/2026iSAM Funds UK Ltd3,800$331K0.2%N/A0.000%
8/21/2026Greenspring Advisors LLC2,399$209K0.0%N/A0.000%
8/21/2026Nykredit A S176,334$15.35M0.0%N/A0.010%
8/21/2026Thrive Wealth Management LLC7,711$671K0.1%-8.6%0.000%
8/21/2026B. Metzler seel. Sohn & Co. AG79,565$6.93M0.1%+588.0%0.005%
8/21/2026Midwest Professional Planners LTD.22,672$1.97M0.4%+14.5%0.001%
8/20/2026Headlands Technologies LLC101,115$8.80M0.9%N/A0.006%
8/20/2026Wedbush Securities Inc.3,440$299K0.0%-5.6%0.000%
8/20/2026Greenleaf Trust2,316$202K0.0%N/A0.000%
8/19/2026New Mexico Educational Retirement Board22,200$1.93M0.0%+9.4%0.001%
8/19/2026Navellier & Associates Inc.12,807$1.12M0.1%+17.5%0.001%
8/19/2026Wellington Management Group LLP7,382,141$642.54M0.1%-24.5%0.434%
8/18/2026Public Employees Retirement System of Ohio205,530$17.89M0.1%N/A0.012%
8/17/2026Philadelphia Investment Partners LLC9,656$840K0.5%N/A0.001%
8/11/2026Ninepoint Partners LP3,562$310K0.0%N/A0.000%
8/10/2026Monetta Financial Services Inc.20,000$1.74M1.2%N/A0.001%
8/10/2026Great Lakes Advisors LLC7,466$650K0.0%N/A0.000%
8/7/2026Citizens Financial Group Inc. RI5,953$518K0.0%N/A0.000%
8/7/2026Firetrail Investments PTY Ltd.100,659$8.71M2.5%N/A0.006%
8/6/2026Bank of New York Mellon Corp2,420,031$210.64M0.0%N/A0.143%
8/6/2026S&CO Inc.60,130$5.23M0.3%N/A0.004%
7/10/2026Insight Wealth Strategies LLC42,061$3.92M0.4%-4.2%0.002%
7/10/2026Tema ETFs LLC9,050$788K0.0%+10.6%0.001%
7/10/2026Arkfeld Wealth Strategies L.L.C.43,970$4.22M1.3%-0.9%0.003%
7/10/2026Fiduciary Financial Group LLC3,968$345K0.0%+3.1%0.000%
7/10/2026Handelsbanken Fonder AB124,883$10.87M0.0%+5.7%0.007%
7/9/2026Financial Management Professionals Inc.723$63K0.0%+3,043.5%0.000%
7/9/2026Sapient Capital LLC2,456$214K0.0%N/A0.000%
7/9/2026Everhart Financial Group Inc.4,976$433K0.0%+55.9%0.000%
7/9/2026Everpar Advisors LLC9,021$785K0.2%-7.4%0.001%
7/9/2026Valeo Financial Advisors LLC4,344$378K0.0%-3.4%0.000%
7/8/2026Cooper Financial Group2,440$212K0.0%N/A0.000%
7/8/2026Czech National Bank126,802$11.04M0.1%+4.5%0.007%
7/8/2026PensionDanmark Pensionsforsikringsaktieselskab93,641$8.15M0.1%+5.8%0.006%
7/8/2026Assenagon Asset Management S.A.645,171$56.16M0.1%-45.9%0.038%
7/8/2026Thrive Wealth Management LLC7,711$671K0.1%-8.6%0.000%
7/7/2026180 Wealth Advisors LLC6,345$552K0.1%+8.7%0.000%
7/7/2026GAMMA Investing LLC14,396$1.25M0.0%+13.3%0.001%
7/7/2026Central Pacific Bank Trust Division9,755$849K0.1%N/A0.001%
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7/7/2026CoreCap Advisors LLC323$28K0.0%-30.8%0.000%
7/7/2026Pacific 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%
6/3/2026Parallel 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%


IBKR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,045 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), Wellington Management Group LLP ($642.54M), Orbis Allan Gray Ltd ($596.39M), and Greenwich Wealth Management LLC ($590.69M).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 986 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 71,343,575 shares in the last 24 months. This purchase volume represents approximately $4.84B in transactions.

Of the 386 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 40,120,321 shares in the last 24 months. This volume of shares sold represents approximately $2.74B in transactions.


Related Companies

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 10/9/2026. New 13F filings are added each quarter as they're published.
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