Interactive Brokers Group (IBKR) Institutional Ownership

$117.34
+1.70 (+1.47%)
(As of 04/25/2024 ET)

Institutional Ownership Changes (13F Filings) for Interactive Brokers Group (NASDAQ:IBKR)

Current
Institutional Ownership
Percentage
23.80%
Number of
Institutional Buyers
(last 12 months)
258
Total
Institutional Inflows
(last 12 months)
$1.39B
Number of
Institutional Sellers
(last 12 months)
172
Total
Institutional Outflows
(last 12 months)
$782.01M
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IBKR Institutional Buying and Selling by Quarter

Interactive Brokers Group Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 CENTRAL TRUST Co4,632$517K0.0%+6.6%0.001%
4/24/2024 Assenagon Asset Management S.A.11,342$1.27M0.0%-95.4%0.003%
4/23/2024 Louisiana State Employees Retirement System30,800$3.44M0.1%+2.3%0.007%
4/23/2024 Amalgamated Bank71,711$8.01M0.1%+5.4%0.017%
4/23/2024 Fifth Third Bancorp2,144$240K0.0%-24.7%0.001%
4/23/2024 Revisor Wealth Management LLC5,820$650K0.3%+122.7%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.69,351$7.75M0.0%+2.8%0.016%
4/22/2024 Raymond James & Associates414,548$46.31M0.0%+6.2%0.098%
4/22/2024 Everpar Advisors LLC4,691$524K0.3%-29.0%0.001%
4/19/2024 Norden Group LLC104,400$11.66M0.1%+1,272.1%0.025%
4/19/2024 Lifestyle Asset Management Inc.2,223$248K0.1%N/A0.001%
4/18/2024 MBM Wealth Consultants LLC5,236$585K0.2%-11.2%0.001%
4/18/2024 State of Michigan Retirement System26,279$2.94M0.0%+2.3%0.006%
4/18/2024 Allspring Global Investments Holdings LLC71,002$7.93M0.0%-20.6%0.017%
4/18/2024 Oliver Luxxe Assets LLC7,047$787K0.2%+1.8%0.002%
4/18/2024 LVW Advisors LLC5,560$621K0.1%-2.7%0.001%
4/17/2024 Hennion & Walsh Asset Management Inc.8,763$979K0.1%-3.1%0.002%
4/16/2024 180 Wealth Advisors LLC2,009$224K0.0%N/A0.000%
4/16/2024 Thrive Wealth Management LLC2,201$246K0.1%N/A0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC13,962$1.56M0.0%-55.9%0.003%
4/13/2024 Wallace Advisory Group LLC2,693$301K0.2%+8.8%0.001%
4/12/2024 Factory Mutual Insurance Co.30,000$3.35M0.0%N/A0.007%
4/11/2024 MJP Associates Inc. ADV2,687$300K0.1%N/A0.001%
4/10/2024 Fulton Bank N.A.2,081$232K0.0%N/A0.000%
4/9/2024 Rise Advisors LLC264$30K0.0%N/A0.000%
4/5/2024 GAMMA Investing LLC483$54K0.0%+213.6%0.000%
4/5/2024 Los Angeles Capital Management LLC2,381$266K0.0%N/A0.001%
4/5/2024 Insight Wealth Strategies LLC18,567$2.07M0.3%-10.9%0.004%
3/29/2024Kapitalo Investimentos Ltda480$40K0.0%+278.0%0.000%
3/26/2024HighPoint Advisor Group LLC4,157$345K0.0%N/A0.001%
3/25/2024Quadrature Capital Ltd4,432$367K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.9,465$785K0.0%-3.4%0.002%
3/15/2024B. Riley Wealth Advisors Inc.4,461$370K0.0%-20.5%0.001%
3/11/2024Vanguard Group Inc.9,690,056$803.31M0.0%+1.3%2.302%
3/5/2024Wellington Management Group LLP49,968$4.14M0.0%+126.3%0.012%
3/1/2024Goldman Sachs Group Inc.951,211$78.86M0.0%+122.9%0.226%
3/1/2024Investmentaktiengesellschaft Fuer Langfristige Investoren TGV207,000$17.16M1.3%+3.5%0.049%
2/28/2024American International Group Inc.144,524$11.98M0.0%-4.1%0.034%
2/26/2024Teachers Retirement System of The State of Kentucky33,470$2.78M0.0%-4.8%0.008%
2/15/2024Owls Nest Partners IA LLC141,849$11.76M3.1%-38.4%0.034%
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2/15/2024Bares Capital Management Inc.2,545,588$211.03M8.3%-0.8%0.605%
2/14/2024Pin Oak Investment Advisors Inc.14,090$1.17M1.2%-3.9%0.003%
2/14/2024PenderFund Capital Management Ltd.38,138$3.16M0.0%+1.0%0.009%
2/14/2024Bridgewater Associates LP185,098$15.35M0.1%+387.2%0.044%
2/14/2024BlackBarn Capital Partners LP120,000$9.95M3.6%N/A0.029%
2/14/2024Woodson Capital Management LP193,000$16M3.3%N/A0.046%
2/14/2024CenterBook Partners LP23,147$1.92M0.2%+75.3%0.005%
2/13/2024Pinebridge Investments L.P.58,682$4.87M0.0%+24.5%0.014%
2/13/2024American International Group Inc.144,524$11.98M0.1%-4.1%0.034%
2/13/2024Gabelli Funds LLC132,049$10.95M0.1%-2.5%0.031%
2/13/20241832 Asset Management L.P.675,002$55.96M0.1%-4.4%0.160%
2/13/2024Blueshift Asset Management LLC5,164$428K0.2%N/A0.001%
2/13/2024KBC Group NV102,400$8.49M0.0%+61.8%0.024%
2/13/2024Campbell & CO Investment Adviser LLC5,957$494K0.0%N/A0.001%
2/13/2024California State Teachers Retirement System107,842$8.94M0.0%-5.1%0.026%
2/13/2024Winmill & CO. Inc.81,800$6.78M2.2%N/A0.019%
2/13/2024RV Capital AG309,947$25.70M7.4%+7.3%0.074%
2/12/2024Global Endowment Management LP7,748$642K0.1%-15.6%0.002%
2/12/2024Bank of Nova Scotia39,608$3.28M0.0%-8.7%0.009%
2/12/2024 Oliver Luxxe Assets LLC6,921$574K0.1%+9.9%0.002%
2/12/2024Treasurer of the State of North Carolina48,395$4.01M0.0%+3.0%0.011%
2/12/2024Allianz Asset Management GmbH170,095$14.10M0.0%-28.1%0.040%
2/12/2024Stifel Financial Corp191,262$15.86M0.0%-0.9%0.045%
2/12/2024Edmond DE Rothschild Holding S.A.2,366$196K0.0%N/A0.001%
2/12/2024JARISLOWSKY FRASER Ltd1,811,804$150.20M0.9%-0.9%0.430%
2/12/2024Artisan Partners Limited Partnership41,598$3.45M0.0%-17.6%0.010%
2/12/2024Hsbc Holdings PLC207,000$17.21M0.0%+2.4%0.049%
2/9/2024Intech Investment Management LLC5,155$427K0.0%N/A0.001%
2/9/2024Advisory Services Network LLC3,421$284K0.0%-6.5%0.001%
2/9/2024US Bancorp DE28,760$2.38M0.0%-1.8%0.007%
2/9/2024EverSource Wealth Advisors LLC3,208$266K0.0%-3.5%0.001%
2/9/2024Trexquant Investment LP85,395$7.08M0.2%N/A0.020%
2/9/2024D.A. Davidson & CO.13,155$1.09M0.0%N/A0.003%
2/9/2024Wells Fargo & Company MN968,669$80.30M0.0%+1.4%0.230%
2/9/2024UBS Group AG73,475$6.09M0.0%+184.8%0.017%
2/9/2024PNC Financial Services Group Inc.9,465$785K0.0%-3.4%0.002%
2/9/2024Dynamic Technology Lab Private Ltd35,829$2.97M0.3%+58.7%0.009%
2/9/2024Firetrail Investments PTY Ltd.77,899$7.04M5.2%N/A0.019%
2/9/2024Norges Bank1,175,821$97.48M0.0%N/A0.279%
2/8/2024Heartland Advisors Inc.36,565$3.03M0.2%-73.3%0.009%
2/8/2024Eagle Bay Advisors LLC1,443$120K0.1%+101.8%0.000%
2/8/2024Janney Montgomery Scott LLC70,037$5.81M0.0%-61.4%0.017%
2/8/2024Vanguard Personalized Indexing Management LLC11,431$948K0.0%-6.7%0.003%
2/8/2024Advisor OS LLC9,411$780K0.1%-5.5%0.002%
2/7/2024Principal Financial Group Inc.481,049$39.88M0.0%-16.3%0.114%
2/7/2024Envestnet Portfolio Solutions Inc.9,473$785K0.0%+5.3%0.002%
2/7/2024Formidable Asset Management LLC9,258$767K0.2%-2.4%0.002%
2/7/2024Dimensional Fund Advisors LP276,180$22.90M0.0%+1.4%0.066%
2/7/2024QRG Capital Management Inc.4,203$348K0.0%+6.8%0.001%
2/7/2024Jump Financial LLC8,824$732K0.0%-26.5%0.002%
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2/7/2024Dana Investment Advisors Inc.155,710$12.91M0.6%-5.9%0.037%
2/7/2024AGF Management Ltd.97,805$8.11M0.0%-2.2%0.023%
2/7/2024BNP Paribas Financial Markets44,433$3.68M0.0%-56.1%0.011%
2/7/2024Teacher Retirement System of Texas24,984$2.07M0.0%-38.5%0.006%
2/7/2024Warther Private Wealth LLC29,330$2.43M1.4%N/A0.007%
2/7/2024Versor Investments LP15,300$1.27M0.3%N/A0.004%
2/7/2024Lebenthal Global Advisors LLC7,377$612K0.1%N/A0.002%
2/7/2024Principal Securities Inc.478$40K0.0%N/A0.000%
2/7/2024Cantillon Capital Management LLC3,728,869$309.12M2.1%-2.4%0.886%
2/7/2024Darwin Wealth Management LLC19,246$1.60M0.4%-6.1%0.005%
(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, 431 institutional investors and hedge funds held shares of Interactive Brokers Group. The most heavily invested institutionals were Vanguard Group Inc. ($803.31M), BlackRock Inc. ($727.52M), Orbis Allan Gray Ltd ($591.48M), Kayne Anderson Rudnick Investment Management LLC ($551.53M), Select Equity Group L.P. ($398.02M), Cantillon Capital Management LLC ($309.12M), and Greenwich Wealth Management LLC ($258.50M).Learn more on IBKR's institutional investors.

What percentage of Interactive Brokers Group stock is owned by institutional investors?

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

Which institutional investors have been buying Interactive Brokers Group stock?

Of the 381 institutional investors that purchased Interactive Brokers Group stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Orbis Allan Gray Ltd ($2.92M), Cantillon Capital Management LLC ($1.69M), Bank of America Corp DE ($1.37M), Assenagon Asset Management S.A. ($1.31M), FMR LLC ($1.20M), Bridgewater Associates LP ($1.19M), and Norges Bank ($1.18M).

How much institutional buying is happening at Interactive Brokers Group?

Institutional investors have bought a total of 35,264,781 shares in the last 24 months. This purchase volume represents approximately $2.60B in transactions.

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

Of the 228 institutional investors that sold Interactive Brokers Group stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Greenwich Wealth Management LLC ($5.39M), Kayne Anderson Rudnick Investment Management LLC ($1.83M), Marshall Wace LLP ($1.79M), Bares Capital Management Inc. ($1.37M), Assenagon Asset Management S.A. ($1.32M), Victory Capital Management Inc. ($1.10M), and Bank of Nova Scotia ($677.57K).

How much institutional selling is happening at Interactive Brokers Group?

Institutional investors have sold a total of 23,862,539 shares in the last 24 months. This volume of shares sold represents approximately $1.75B in transactions.


This page (NASDAQ:IBKR) was last updated on 4/25/2024 by MarketBeat.com Staff

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