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Interactive Brokers Group Ownership | Who Owns Interactive Brokers Group?

OverviewForecastRevenueFinancialsChartTranscripts

Interactive Brokers Group Ownership Summary

Interactive Brokers Group is owned by 83.82% institutional investors, 3.13% insiders, and 13.05% retail investors. Vanguard group is the largest institutional shareholder, holding 9.26% of IBKR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.22% of its assets in Interactive Brokers Group shares.

IBKR Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockInteractive Brokers Group83.82%3.13%13.05%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryCapital Markets Stocks43.37%15.77%40.86%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group9.92M9.26%$1.22B
Blackrock9.30M8.69%$1.14B
Orbis allan gray6.96M6.50%$853.51M
Jpmorgan chase4.01M3.74%$491.10M
Kayne anderson rudnick investment management3.79M3.54%$464.06M
Cantillon capital management3.48M3.25%$426.47M
State street3.17M2.96%$388.55M
Egerton capital (uk) llp3.13M2.93%$384.15M
Greenwich wealth management2.98M2.78%$365.27M
Bares capital management2.53M2.37%$310.50M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Greenwich wealth management2.98M26.68%$365.27M
Oakcliff capital partners, lp302.65K19.84%$37.10M
Lansing management lp148.90K18.08%$18.25M
Ancient art525.17K16.49%$64.39M
Bares capital management2.53M14.93%$310.50M
Brooktree capital management139.01K14.57%$17.04M
Rv capital309.95K9.14%$38.00M
Sparta 2483.68K9.13%$10.26M
Bronte capital management pty809.80K7.77%$99.28M
Hudson way capital management409.08K6.92%$50.15M

Top Buyers

HolderShares% AssetsChange
Norges bank1.65M0.03%1.65M
Millennium management1.08M0.06%1.00M
Marshall wace, llp2.51M0.41%481.83K
Egerton capital (uk) llp3.13M3.88%309.67K
Marathon asset management304.98K1.17%304.98K

Top Sellers

HolderShares% AssetsChange
Kayne anderson rudnick investment management3.79M1.13%-1.35M
Coronation fund managers380.69K2.06%-556.50K
Fil511.99K0.06%-548.75K
Junto capital management lp---477.04K
Morgan stanley1.42M0.01%-412.19K

New Positions

HolderShares% AssetsChangeValue
Norges bank1.65M0.03%1.65M$202.15M
Marathon asset management304.98K1.17%304.98K$37.39M
Corebridge financial135.46K0.09%135.46K$16.61M
Hengistbury investment partners llp119.00K6.12%119.00K$14.59M
Sparta 2483.68K9.13%83.68K$10.26M

Sold Out

HolderChange
Northwest financial advisors-2.00
Rothschild investment-4.00
Quarry lp-9.00
English capital management-10.00
Sachetta-11.00

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Sep 30, 20245985.10%91,164,480-2.28%831.12%3197.77%184-
Jun 30, 20245659.28%93,247,8170.68%871.16%29312.69%1827.69%
Mar 31, 202451710.47%92,614,5560.24%861.16%26012.07%1697.64%
Dec 31, 20234684.70%92,390,8280.93%861.11%2328.92%1572.61%
Sep 30, 20234473.71%91,537,720-0.05%884.47%2135.97%153-0.65%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
iShares Core S&P Mid-Cap ETF3.50M3.22%6.84K
Vanguard Total Stock Mkt Idx Inv3.26M2.99%-11.46K
Vanguard Mid Cap Index Institutional2.19M2.01%3.88K
Orbis Global Equity Investor1.74M1.60%-120.17K
Vanguard Institutional Extnd Mkt Idx Tr1.62M1.49%-9.34K
JPMorgan Growth Advantage A1.31M1.21%-
JPM US Mid Cap Growth-Composite886.87K0.81%-
JPMorgan Mid Cap Growth I886.87K0.81%-
Vanguard Growth Index Investor879.27K0.81%5.65K
SPDR® S&P MIDCAP 400 ETF Trust856.03K0.79%-12.60K

Recent Insider Transactions

DateNameRoleActivityValue
Feb 22, 2024Nemser Earl H Vice ChairmanSell$535.05K
Feb 21, 2024Nemser Earl H Vice ChairmanSell$524.30K
Feb 15, 2024Nemser Earl H Vice ChairmanSell$349.62K
Feb 15, 2024Nemser Earl H Vice ChairmanSell$51.78K
Feb 15, 2024Nemser Earl H Vice ChairmanSell$214.24K

Insider Transactions Trends

DateBuySell
2024 Q4--
2024 Q3--
2024 Q2--
2024 Q1-69
2023 Q4-82

IBKR Ownership FAQ

Who Owns Interactive Brokers Group?

Interactive Brokers Group shareholders are primarily institutional investors at 83.82%, followed by 3.13% insiders and 13.05% retail investors. The average institutional ownership in Interactive Brokers Group's industry, Capital Markets Stocks, is 43.37%, which Interactive Brokers Group exceeds.

Who owns the most shares of Interactive Brokers Group?

Interactive Brokers Group’s largest shareholders are Vanguard group (9.92M shares, 9.26%), Blackrock (9.3M shares, 8.69%), and Orbis allan gray (6.96M shares, 6.50%). Together, they hold 24.45% of Interactive Brokers Group’s total shares outstanding.

Does Blackrock own Interactive Brokers Group?

Yes, BlackRock owns 8.69% of Interactive Brokers Group, totaling 9.3M shares as of Jun 2024. This represents 0.03% of BlackRock's total assets, with a market value of 1.14B$. In the last quarter, BlackRock increased its holdings by 210.61K shares, a 2.32% change.

Who is Interactive Brokers Group’s biggest shareholder by percentage of total assets invested?

Greenwich wealth management is Interactive Brokers Group’s biggest shareholder by percentage of total assets invested, with 26.68% of its assets in 2.98M Interactive Brokers Group shares, valued at 365.27M$.

Who is the top mutual fund holder of Interactive Brokers Group shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Interactive Brokers Group shares, with 3.22% of its total shares outstanding invested in 3.5M Interactive Brokers Group shares.

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