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Interactive Brokers Group (IBKR) Institutional Ownership

Interactive Brokers Group logo
$83.45 -2.67 (-3.10%)
Closing price 04:00 PM Eastern
Extended Trading
$83.50 +0.05 (+0.06%)
As of 06:39 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.

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

Current
Institutional Ownership
Percentage
23.80%
Number of
Institutional Buyers
(last 12 months)
832
Total
Institutional Inflows
(last 12 months)
$14.07B
Number of
Institutional Sellers
(last 12 months)
379
Total
Institutional Outflows
(last 12 months)
$2.47B
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/19/2026 Janus 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%
5/19/2026Ashton 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%
5/19/2026Smith Group Asset Management LLC18,374$1.23M0.1%+102.0%0.001%
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%
5/18/2026 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%
5/18/2026 Evelyn Partners Investment Management LLP148,042$9.93M0.3%-9.3%0.009%
5/16/2026 The Manufacturers Life Insurance Company 235,851$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%
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%
5/14/2026 Inceptionr LLC15,569$1.04M0.3%+82.8%0.001%
5/14/2026 Aspen Grove Capital LLC3,961$266K0.1%+17.3%0.000%
5/14/2026 Bank of Nova Scotia275,306$18.47M0.0%+89.5%0.016%
5/14/2026 Sei 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%
5/13/2026 Cetera Investment Advisers209,311$14.04M0.0%+30.1%0.012%
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5/13/2026 Coronation Fund Managers Ltd.28,844$1.94M0.1%+7.4%0.002%
5/13/2026 American Investment Services Inc.10,000$671K0.1%N/A0.001%
5/13/2026 Militia Capital Management LLC91,000$6.10M1.4%N/A0.005%
5/13/2026 Measured 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%
5/13/2026 NewEdge 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%
5/13/2026 CI Investments Inc.14,809$993K0.0%+50.7%0.001%
5/13/2026 First 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%
5/12/2026 Himension 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%
5/8/2026 DUTCH 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%
5/7/2026 Florida 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%
5/7/2026 WCM Investment Management LLC8,958$571K0.0%+127.6%0.001%
5/7/2026 Dimensional 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%
5/7/2026 Precision 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%
5/7/2026 Heartland Advisors Inc.8,492$570K0.0%-1.6%0.001%
5/6/2026 Sparta 24 Ltd.14,000$939K1.1%N/A0.001%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC534$36K0.0%+584.6%0.000%
5/6/2026 Dorsey Wright & Associates93,675$6.28M0.8%N/A0.006%
5/6/2026 California Public Employees Retirement System930,850$62.43M0.0%+6.3%0.055%
5/6/2026 Bartlett & CO. Wealth Management LLC8,258$554K0.0%+3.2%0.000%
5/6/2026 Gryphon Financial Partners LLC4,559$306K0.0%N/A0.000%
5/6/2026 Catalyst Capital Advisors LLC31,500$2.11M0.0%N/A0.002%
5/6/2026 Assetmark Inc.3,838$257K0.0%+29.6%0.000%
5/6/2026 Gallacher Capital Management LLC4,374$293K0.1%N/A0.000%
5/6/2026 Bessemer Group Inc.3,922,736$263.10M0.4%+156.0%0.231%
5/6/2026 Allspring Global Investments Holdings LLC682,455$46.35M0.1%-0.3%0.040%
5/6/2026 Independent Financial Group LLC4,410$296K0.0%N/A0.000%
5/6/2026 Prosperity Consulting Group LLC4,549$305K0.0%N/A0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super151,906$10.19M0.2%N/A0.009%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co191,377$12.84M1.1%+1.0%0.011%
5/5/2026 Wealthfront Advisers LLC142,343$9.55M0.0%+13.6%0.008%
5/5/2026 Marks Group Wealth Management Inc27,719$1.86M0.2%-17.7%0.002%
5/5/2026 Midwest Professional Planners LTD.19,798$1.33M0.3%+354.3%0.001%
5/5/2026 Bank of New York Mellon Corp2,282,311$153.08M0.0%-9.8%0.135%
5/5/2026 Blackhawk Capital Partners LLC51,353$3.44M1.3%+7.4%0.003%
5/5/2026 Sanctuary Advisors LLC74,205$4.98M0.0%+0.4%0.004%
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5/5/2026 Sigma Planning Corp3,172$213K0.0%-14.4%0.000%
5/5/2026 Checchi Capital Advisers LLC3,295$221K0.0%N/A0.000%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management9,333$626K0.0%+10.4%0.001%
5/4/2026 Bleakley Financial Group LLC10,923$733K0.0%N/A0.001%
5/4/2026 Illumine Investment Management LLC53,459$3.59M2.8%-18.6%0.003%
5/4/2026 State of Michigan Retirement System116,300$7.80M0.0%-0.3%0.007%
5/4/2026 NWF Advisory Services Inc.18,833$1.26M0.1%+7.3%0.001%
5/4/2026 Principal Financial Group Inc.508,401$34.10M0.0%-0.9%0.030%
5/4/2026 J. Safra Sarasin Holding AG29,925$2.01M0.0%-6.4%0.002%
5/2/2026 International Assets Investment Management LLC8,378$569K0.0%-26.8%0.000%


IBKR Institutional Ownership - Frequently Asked Questions

During the previous two years, 1,023 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 969 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 ($8.17M), Invesco Ltd. ($7.74M), and JPMorgan Chase & Co. ($7.06M).

Institutional investors have bought a total of 239,675,777 shares in the last 24 months. This purchase volume represents approximately $14.07B in transactions.

Of the 379 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), Cantillon Capital Management LLC ($1.65M), Assenagon Asset Management S.A. ($1.24M), and Greenwich Wealth Management LLC ($1.18M).

Institutional investors have sold a total of 37,178,144 shares in the last 24 months. This volume of shares sold represents approximately $2.47B in transactions.



This page (NASDAQ:IBKR) was last updated on 5/19/2026 by MarketBeat.com Staff.
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