IBKR · Company research
Interactive Brokers Group, Inc. Class A Common Stock (IBKR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
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Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20483 | 1782822 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ground Swell Capital, LLC | 1534450 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5026 | 437463 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Vann Equity Management LLC | 2018412 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2676 | 232899 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Accent Capital Management, LLC | 2014179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1920 | 167117 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 176588 | 15370220 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| MASECO LLP | 2074052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 136 | 11838 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| W1M Asset Management Ltd | 1767559 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5975636 | 520149240 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 208430 | 18141748 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Prospera Financial Services Inc | 1541625 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4167 | 362726 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Blueshift Asset Management, LLC | 1727827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6508 | 566456 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CITIZENS FINANCIAL GROUP INC/RI | 759944 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5953 | 518151 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 842180 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177940 | 15487898 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Plan A Wealth LLC | 2093645 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3111 | 270795 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Stanley-Laman Group, Ltd. | 1601489 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62757 | 5462383 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Prescott Group Capital Management, L.L.C. | 1166152 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111676 | 9720279 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Aster Capital Management (DIFC) Ltd | 2040915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2761 | 240317 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110 | 9575 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 93277 | 8118830 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 966952 | 84163502 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Modern Wealth Management, LLC | 2001900 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2545 | 221524 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 861177 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 703779 | 61256924 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| McAdam, LLC | 1695490 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2739 | 238403 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| UBS Group AG | 1610520 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2640314 | 229812931 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL SECURITIES, INC. | 12600 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7848 | 683090 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Tower Wealth Partners, Inc. | 1852808 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2458 | 213944 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| DT Investment Partners, LLC | 1537621 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1008 | 87737 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| TD Asset Management Inc | 1056053 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3651927 | 317863726 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 124883 | 10870 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| PICTON MAHONEY ASSET MANAGEMENT | 1539041 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 108730 | 9463862 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 317973 | 27676370 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rossby Financial, LCC | 2056510 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 169 | 14710 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CIBC Bancorp USA Inc. | 1711924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 69275 | 6029696 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Elo Mutual Pension Insurance Co | 1739877 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13335 | 1160678 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| 1832 Asset Management L.P. | 944388 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4340899 | 377831849 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Dunhill Financial, LLC | 1948904 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 44 | 3897 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| nVerses Capital, LLC | 2011399 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3801 | 330839 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1817652 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8758 | 762296 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Vanguard Investments Australia, Ltd. | 1550100 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 216667 | 18858696 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7 | 610 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| DEUTSCHE BANK AG\ | 948046 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1778263 | 154780012 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Strategic Investment Solutions, Inc. /IL | 1960144 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 800 | 69632 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Dockside LLC | 2074563 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4828 | 420229 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Amundi | 1330387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2027097 | 176438523 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 98278 | 8554117 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Qsemble Capital Management, LP | 1766159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 80761 | 7029437 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 714142 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9009 | 784 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Numerai GP LLC | 1668527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43972 | 3827323 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Arete Wealth Advisors, LLC | 1600151 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15334 | 1334743 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| INSIGNEO ADVISORY SERVICES, LLC | 1964958 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3779 | 328924 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Systrade AG | 1818160 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 500000 | 43520000 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 884546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3838393 | 334093727 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 323 | 28114 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
| Crewe Advisors LLC | 1730033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10232 | 890594 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Smith Group Asset Management, LLC | 1893134 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20749 | 1805993 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Penserra Capital Management LLC | 1593324 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9630 | 838 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| MassMutual Private Wealth & Trust, FSB | 1103653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1056 | 91914 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| OPPENHEIMER & CO INC | 822581 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8839 | 769347 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1536186 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14544 | 1265910 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14336 | 1247805 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SAGESPRING WEALTH PARTNERS, LLC | 2056425 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6477 | 563781 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17464 | 1520067 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| High Note Wealth, LLC | 1807283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25 | 2176 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Balyasny Asset Management L.P. | 1218710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 274516 | 23893873 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 937891 | 81633272 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Mosley Wealth Management | 2011849 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4 | 348 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1021223 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5494912 | 478277162 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 385 | 33510 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Horizon Investments, LLC | 1560717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54576 | 4750295 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TimesSquare Capital Management, LLC | 1313816 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1424489 | 123987523 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Savvy Advisors, Inc. | 2003633 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2819 | 245374 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| SYKON CAPITAL LLC | 1988408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6042 | 525902 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Mitsubishi UFJ Asset Management Co., Ltd. | 1466546 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1050804 | 91461980 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Bannerstone Capital Management, LLC | 2083499 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8119 | 706639 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| PROFUND ADVISORS LLC | 1129919 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4016 | 349553 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 147 | 12795 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ROYAL LONDON ASSET MANAGEMENT LTD | 863748 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47704 | 4152157 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| OneDigital Investment Advisors LLC | 1690370 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 97300 | 8468989 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ProShare Advisors LLC | 1357955 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 122355 | 10649779 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Stratos Investment Management, LLC | 1707206 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5689 | 495189 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bell Investment Advisors, Inc | 1890149 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110 | 9575 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.