Interactive Brokers Group Ownership 2024 | Who Owns Interactive Brokers Group Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

18.82%

Insider Ownership

3.13%

Retail Ownership

78.05%

Institutional Holders

279.00

Interactive Brokers Group Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC9.26%0.02%9,917,240239,7752.48%1,215,853,624Jun 30, 2024
BLACKROCK INC.8.69%0.03%9,301,894210,6112.32%1,140,412,160Jun 30, 2024
ORBIS ALLAN GRAY LTD6.50%5.32%6,961,727-168,019-2.36%853,507,730Jun 30, 2024
JPMORGAN CHASE & CO3.74%0.04%4,005,703302,9358.18%491,099,367Jun 30, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3.54%1.13%3,785,131-1,352,485-26.33%464,057,081Jun 30, 2024
CANTILLON CAPITAL MANAGEMENT LLC3.25%2.85%3,478,575-177,129-4.85%426,473,295Jun 30, 2024
STATE STREET CORP2.96%0.02%3,169,224-21,156-0.66%388,546,862,000Jun 30, 2024
EGERTON CAPITAL (UK) LLP2.93%3.88%3,133,370309,67310.97%384,151,162Jun 30, 2024
GREENWICH WEALTH MANAGEMENT LLC2.78%26.68%2,979,3728,0380.27%365,271,000Jun 30, 2024
BARES CAPITAL MANAGEMENT, INC.2.37%14.93%2,532,665-277,466-9.87%310,504,729Jun 30, 2024
MARSHALL WACE, LLP2.34%0.41%2,507,059481,82623.79%307,365,432Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.83%0.02%1,959,14384,7014.52%240,250,267Jun 30, 2024
NORGES BANK1.54%0.03%1,648,8521,648,852100.00%202,149,255Jun 30, 2024
JARISLOWSKY, FRASER LTD1.43%1.14%1,528,790-181,496-10.61%187,429,654Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC1.33%0.20%1,420,522-59,256-4.00%174,155,994Jun 30, 2024
MORGAN STANLEY1.32%0.01%1,417,830-412,188-22.52%173,826,258Jun 30, 2024
NEUBERGER BERMAN GROUP LLC1.15%0.12%1,231,014-18,638-1.49%150,959,268Jun 30, 2024
BANK OF AMERICA CORP /DE/1.11%0.01%1,184,862171,21216.89%145,264,066Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.01%0.06%1,082,0171,004,2891292.06%132,655,284Jun 30, 2024
FMR LLC0.91%0.01%975,411232,51631.30%119,585,484Jun 30, 2024

Interactive Brokers Group's largest institutional shareholder is VANGUARD GROUP INC, holding 9.26% of the company's total share outstanding, currently valued at $1.22B. The top 10 institutional shareholders own together 46.01% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
GREENWICH WEALTH MANAGEMENT LLC2.78%26.68%2,979,3728,0380.27%365,271,000Jun 30, 2024
OAKCLIFF CAPITAL PARTNERS, LP0.28%19.84%302,647--37,104,522Jun 30, 2024
LANSING MANAGEMENT LP0.14%18.08%148,89871,31591.92%18,254,895Jun 30, 2024
ANCIENT ART, L.P.0.49%16.49%525,174-25,000-4.54%64,386,332Jun 30, 2024
BARES CAPITAL MANAGEMENT, INC.2.37%14.93%2,532,665-277,466-9.87%310,504,729Jun 30, 2024
BROOKTREE CAPITAL MANAGEMENT0.13%14.57%139,009-12,866-8.47%17,042,503Jun 30, 2024
RV CAPITAL AG0.29%9.14%309,947--37,999,502Jun 30, 2024
SPARTA 24 LTD.0.08%9.13%83,68083,680100.00%10,259,168Jun 30, 2024
BRONTE CAPITAL MANAGEMENT PTY LTD.0.76%7.77%809,799-32,626-3.87%99,281,357Jun 30, 2024
HUDSON WAY CAPITAL MANAGEMENT LLC0.38%6.92%409,08278,06523.58%50,153,453Jun 30, 2024
FIRETRAIL INVESTMENTS PTY LTD0.16%6.19%166,57390,015117.58%20,421,850Jun 30, 2024
HENGISTBURY INVESTMENT PARTNERS LLP0.11%6.12%119,000119,000100.00%14,589,400Jun 30, 2024
AWH CAPITAL, L.P.0.04%5.69%45,000--5,517,000Jun 30, 2024
ORBIS ALLAN GRAY LTD6.50%5.32%6,961,727-168,019-2.36%853,507,730Jun 30, 2024
MARVIN & PALMER ASSOCIATES INC0.04%5.23%41,65041,650100.00%5,106,290Jun 30, 2024
ABRAMS BISON INVESTMENTS, LLC0.38%4.91%408,000-405,000-49.82%50,020,800Jun 30, 2024
OWLS NEST PARTNERS IA, LLC0.13%4.69%133,79417,46315.01%16,403,144Jun 30, 2024
ROVIDA ADVISORS INC.0.09%4.37%100,00040,00066.67%12,258,000Jun 30, 2024
NOKED ISRAEL LTD0.11%3.89%115,00055,00091.67%14,099,000Jun 30, 2024
EGERTON CAPITAL (UK) LLP2.93%3.88%3,133,370309,67310.97%384,151,162Jun 30, 2024

The largest Interactive Brokers Group shareholder by % of total assets is GREENWICH WEALTH MANAGEMENT LLC. The company owns 2.98M shares of Interactive Brokers Group (IBKR), representing 26.68% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.54%0.03%1,648,8521,648,852100.00%202,149,255Jun 30, 2024
MILLENNIUM MANAGEMENT LLC1.01%0.06%1,082,0171,004,2891292.06%132,655,284Jun 30, 2024
MARSHALL WACE, LLP2.34%0.41%2,507,059481,82623.79%307,365,432Jun 30, 2024
EGERTON CAPITAL (UK) LLP2.93%3.88%3,133,370309,67310.97%384,151,162Jun 30, 2024
MARATHON ASSET MANAGEMENT LTD0.28%1.17%304,977304,977100.00%37,389,919Jun 30, 2024
JPMORGAN CHASE & CO3.74%0.04%4,005,703302,9358.18%491,099,367Jun 30, 2024
VANGUARD GROUP INC9.26%0.02%9,917,240239,7752.48%1,215,853,624Jun 30, 2024
FMR LLC0.91%0.01%975,411232,51631.30%119,585,484Jun 30, 2024
BLACKROCK INC.8.69%0.03%9,301,894210,6112.32%1,140,412,160Jun 30, 2024
BANK OF AMERICA CORP /DE/1.11%0.01%1,184,862171,21216.89%145,264,066Jun 30, 2024
UBS GROUP AG0.20%0.01%216,503148,851220.02%26,543,268Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.09%135,455135,455100.00%16,606,783Jun 30, 2024
WALLEYE CAPITAL LLC0.15%0.04%165,700122,600284.45%20,314,820Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.27%0.01%286,950121,94873.91%35,180,070Jun 30, 2024
HENGISTBURY INVESTMENT PARTNERS LLP0.11%6.12%119,000119,000100.00%14,589,400Jun 30, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.60%0.33%646,535115,24721.69%79,265,191Jun 30, 2024
NOMURA HOLDINGS INC0.23%0.06%246,000105,70075.34%30,159,600Jun 30, 2024
NORTHERN TRUST CORP0.72%0.02%773,54191,92313.49%94,836,126,000Jun 30, 2024
FIRETRAIL INVESTMENTS PTY LTD0.16%6.19%166,57390,015117.58%20,421,850Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC1.83%0.02%1,959,14384,7014.52%240,250,267Jun 30, 2024

As of Jun 30 2024, Interactive Brokers Group's largest institutional buyer is NORGES BANK. The company purchased 1.65M stocks of IBKR, valued at $202.15M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC3.54%1.13%3,785,131-1,352,485-26.33%464,057,081Jun 30, 2024
FIL LTD0.48%0.06%511,988-548,753-51.73%62,769,729Jun 30, 2024
JUNTO CAPITAL MANAGEMENT LP----477,044-100.00%-Jun 30, 2024
MORGAN STANLEY1.32%0.01%1,417,830-412,188-22.52%173,826,258Jun 30, 2024
ABRAMS BISON INVESTMENTS, LLC0.38%4.91%408,000-405,000-49.82%50,020,800Jun 30, 2024
BARES CAPITAL MANAGEMENT, INC.2.37%14.93%2,532,665-277,466-9.87%310,504,729Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC0.15%0.03%161,600-236,900-59.45%19,812,160Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----227,352-100.00%-Jun 30, 2024
JARISLOWSKY, FRASER LTD1.43%1.14%1,528,790-181,496-10.61%187,429,654Jun 30, 2024
WOODSON CAPITAL MANAGEMENT, LP----179,000-100.00%-Jun 30, 2024
CANTILLON CAPITAL MANAGEMENT LLC3.25%2.85%3,478,575-177,129-4.85%426,473,295Jun 30, 2024
ORBIS ALLAN GRAY LTD6.50%5.32%6,961,727-168,019-2.36%853,507,730Jun 30, 2024
CORONATION FUND MANAGERS LTD.0.73%2.75%782,619-154,574-16.49%95,949,089Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----141,630-100.00%-Jun 30, 2024
SMITH GROUP ASSET MANAGEMENT, LLC----115,287-100.00%-Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.----111,698-100.00%-Jun 30, 2024
POLAR CAPITAL HOLDINGS PLC0.24%0.18%253,203-101,277-28.57%31,042,688Jun 30, 2024
PRINCIPAL FINANCIAL GROUP INC0.43%0.03%460,145-99,756-17.82%56,413,777,000Jun 30, 2024
WELLS FARGO & COMPANY/MN0.77%0.02%825,475-93,382-10.16%101,203,206Jun 30, 2024
PICTET ASSET MANAGEMENT HOLDING SA0.36%0.05%384,007-86,346-18.36%47,079,258Jun 30, 2024

As of Jun 30 2024, Interactive Brokers Group's biggest institutional seller is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The company sold -1.35M shares of IBKR, valued at $464.06M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK1.54%0.03%1,648,8521,648,852100.00%202,149,255Jun 30, 2024
MARATHON ASSET MANAGEMENT LTD0.28%1.17%304,977304,977100.00%37,389,919Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.13%0.09%135,455135,455100.00%16,606,783Jun 30, 2024
HENGISTBURY INVESTMENT PARTNERS LLP0.11%6.12%119,000119,000100.00%14,589,400Jun 30, 2024
SPARTA 24 LTD.0.08%9.13%83,68083,680100.00%10,259,168Jun 30, 2024
BEACON HARBOR WEALTH ADVISORS, INC.0.05%1.54%48,33348,333100.00%5,926,000Jun 30, 2024
BARCLAYS PLC0.04%0.00%42,60042,600100.00%5,223,000Jun 30, 2024
MARVIN & PALMER ASSOCIATES INC0.04%5.23%41,65041,650100.00%5,106,290Jun 30, 2024
EMPOWERED FUNDS, LLC0.04%0.08%37,45837,458100.00%4,592,351Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC0.03%0.01%35,36435,364100.00%4,332,000Jun 30, 2024
PINNBROOK CAPITAL MANAGEMENT LP0.03%0.91%35,30935,309100.00%4,328,883Jun 30, 2024
IBEX WEALTH ADVISORS0.02%0.51%26,64626,646100.00%3,266,823Jun 30, 2024
TWIN TREE MANAGEMENT, LP0.02%0.01%24,88524,885100.00%3,050,901Jun 30, 2024
BAADER BANK AKTIENGESELLSCHAFT0.02%0.15%19,76819,768100.00%2,423,557Jun 30, 2024
EXODUSPOINT CAPITAL MANAGEMENT, LP0.02%0.02%19,50919,509100.00%2,392,000Jun 30, 2024
DUMONT & BLAKE INVESTMENT ADVISORS LLC0.02%0.33%19,03819,038100.00%2,334,059Jun 30, 2024
FJ CAPITAL MANAGEMENT LLC0.01%0.20%15,80915,809100.00%1,938,183Jun 30, 2024
VIRTU FINANCIAL LLC0.01%0.13%15,62115,621100.00%1,915,000Jun 30, 2024
ITAU UNIBANCO HOLDING S.A.0.01%0.07%13,17413,174100.00%1,615,132Jun 30, 2024
MISSION WEALTH MANAGEMENT, LP0.01%0.04%11,50211,502100.00%1,410,146Jun 30, 2024
0.01%0.07%10,87010,870100.00%1,332,445Jun 30, 2024
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD.0.01%0.00%8,4698,469100.00%1,038,299Jun 30, 2024
HANSEATIC MANAGEMENT SERVICES INC0.01%1.26%6,8286,828100.00%837,113Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.01%0.16%6,5326,532100.00%801,000Jun 30, 2024
VIRTUE CAPITAL MANAGEMENT, LLC0.01%0.13%6,2866,286100.00%766,529Jun 30, 2024
MITSUBISHI UFJ TRUST & BANKING CORP0.01%0.00%5,9595,959100.00%730,573Jun 30, 2024
CAPSTONE INVESTMENT ADVISORS, LLC0.00%0.00%4,9114,911100.00%602,089Jun 30, 2024
IMPACT PARTNERSHIP WEALTH, LLC0.00%0.15%4,6354,635100.00%568,300Jun 30, 2024
WILEY BROS.-AINTREE CAPITAL, LLC0.00%0.02%4,3474,347100.00%532,976Jun 30, 2024
VERDAD ADVISERS, LP0.00%0.59%4,1514,151100.00%508,913Jun 30, 2024
INCEPTIONR LLC0.00%0.14%4,0404,040100.00%495,304Jun 30, 2024
OLD NATIONAL BANCORP /IN/0.00%0.01%3,9693,969100.00%486,599Jun 30, 2024
HOHIMER WEALTH MANAGEMENT, LLC0.00%0.11%3,8503,850100.00%472,010Jun 30, 2024
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC0.00%0.16%3,7183,718100.00%455,827Jun 30, 2024
BREVAN HOWARD CAPITAL MANAGEMENT LP0.00%0.00%3,6393,639100.00%446,141Jun 30, 2024
GRIFFIN ASSET MANAGEMENT, INC.0.00%0.05%3,5603,560100.00%436,456Jun 30, 2024
FIFTH THIRD WEALTH ADVISORS LLC0.00%0.03%3,5553,555100.00%435,843Jun 30, 2024
HERITAGE FAMILY OFFICES, LLP0.00%0.23%3,3673,367100.00%412,803Jun 30, 2024
STEEL PEAK WEALTH MANAGEMENT LLC0.00%0.02%3,3413,341100.00%409,607Jun 30, 2024
FIDUCIARY FINANCIAL GROUP, LLC0.00%0.09%3,1673,167100.00%391,631Jun 30, 2024
NEBULA RESEARCH & DEVELOPMENT LLC0.00%0.06%2,8602,860100.00%350,636Jun 30, 2024
HILLTOP HOLDINGS INC.0.00%0.04%2,7442,744100.00%336,414Jun 30, 2024
FIRST TRUST DIRECT INDEXING L.P.0.00%0.02%2,6722,672100.00%327,587Jun 30, 2024
AIGEN INVESTMENT MANAGEMENT, LP0.00%0.06%2,6592,659100.00%325,993Jun 30, 2024
PRIME CAPITAL INVESTMENT ADVISORS, LLC0.00%0.00%2,6492,649100.00%324,767Jun 30, 2024
RAFFERTY ASSET MANAGEMENT, LLC0.00%0.00%2,6432,643100.00%324,032Jun 30, 2024
FINANCIAL STRATEGIES GROUP, INC.0.00%0.08%2,4752,475100.00%310,008Jun 30, 2024
SHERBROOKE PARK ADVISERS LLC0.00%0.05%2,4052,405100.00%294,853Jun 30, 2024
DARK FOREST CAPITAL MANAGEMENT LP0.00%0.05%2,2272,227100.00%273,030Jun 30, 2024
PETRUS TRUST COMPANY, LTA0.00%0.02%2,1572,157100.00%264,448Jun 30, 2024
AQR CAPITAL MANAGEMENT LLC0.00%0.00%2,0432,043100.00%250,476Jun 30, 2024
SEVEN EIGHT CAPITAL, LP0.00%0.03%2,0082,008100.00%246,181Jun 30, 2024
LEUTHOLD GROUP, LLC0.00%0.03%1,9111,911100.00%234,289Jun 30, 2024
FIRST CITIZENS BANK & TRUST CO0.00%0.00%1,9001,900100.00%232,940Jun 30, 2024
CAPROCK GROUP, LLC0.00%0.01%1,8871,887100.00%231,346Jun 30, 2024
AXIOM ADVISORY, LLC0.00%0.00%1,8501,850100.00%220,824Jun 30, 2024
FIFTH LANE CAPITAL, LP0.00%0.33%1,8431,843100.00%225,952Jun 30, 2024
HOBBS GROUP ADVISORS, LLC0.00%0.08%1,8201,820100.00%223,184Jun 30, 2024
QUANTINNO CAPITAL MANAGEMENT LP0.00%0.00%1,7371,737100.00%212,958Jun 30, 2024
MEYER HANDELMAN CO0.00%0.01%1,7001,700100.00%208,420Jun 30, 2024
SEEDS INVESTOR LLC0.00%0.11%1,6891,689100.00%207,120Jun 30, 2024
Y-INTERCEPT (HONG KONG) LTD0.00%0.01%1,6491,649100.00%202,167Jun 30, 2024
LEEWARD FINANCIAL PARTNERS, LLC0.00%0.08%1,6351,635100.00%200,451Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.00%0.01%1,3961,396100.00%172,000Jun 30, 2024
HIGHTOWER ADVISORS, LLC0.00%-1,0001,000100.00%2,250Jun 30, 2024
KESSLER INVESTMENT GROUP, LLC0.00%0.06%970970100.00%118,922Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.00%0.00%913913100.00%112,180Jun 30, 2024
GLOBAL RETIREMENT PARTNERS, LLC0.00%0.00%777777100.00%95,260Jun 30, 2024
GEN-WEALTH PARTNERS INC0.00%0.04%590590100.00%72,334Jun 30, 2024
ACCENT CAPITAL MANAGEMENT, LLC0.00%0.04%480480100.00%58,848Jun 30, 2024
ACTIVEST WEALTH MANAGEMENT0.00%0.02%393393100.00%48,182Jun 30, 2024
USA FINANCIAL PORTFORMULAS CORP0.00%0.01%276276100.00%33,838Jun 30, 2024
0.00%0.01%260260100.00%31,889Jun 30, 2024
CREATIVE FINANCIAL DESIGNS INC /ADV0.00%0.00%235235100.00%28,811Jun 30, 2024
MIGDAL INSURANCE & FINANCIAL HOLDINGS LTD.0.00%0.00%171171100.00%21,000Jun 30, 2024
ELEQUIN SECURITIES, LLC0.00%0.00%149149100.00%18,267Jun 30, 2024
ABICH FINANCIAL WEALTH MANAGEMENT LLC0.00%0.01%6464100.00%7,846Jun 30, 2024
RIDGEWOOD INVESTMENTS LLC0.00%0.00%5454100.00%6,620Jun 30, 2024
ESL TRUST SERVICES, LLC-0.00%4646100.00%5,640Jun 30, 2024
CORECAP ADVISORS, LLC-0.00%2424100.00%2,942Jun 30, 2024
TRIAD WEALTH PARTNERS, LLC-0.00%1414100.00%1,716Jun 30, 2024
TRANSCENDENT CAPITAL GROUP LLC-0.00%1313100.00%1,594Jun 30, 2024
SACHETTA, LLC-0.00%1111100.00%1,309Jun 30, 2024
NORTHWEST FINANCIAL ADVISORS-0.00%22100.00%246Jun 30, 2024
TFC FINANCIAL MANAGEMENT, INC.--11100.00%123Jun 30, 2024

Interactive Brokers Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 1.65M shares, valued at $202.15M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
JUNTO CAPITAL MANAGEMENT LP----477,044-100.00%-Jun 30, 2024
BALYASNY ASSET MANAGEMENT L.P.----227,352-100.00%-Jun 30, 2024
WOODSON CAPITAL MANAGEMENT, LP----179,000-100.00%-Jun 30, 2024
AMERICAN INTERNATIONAL GROUP, INC.----141,630-100.00%-Jun 30, 2024
SMITH GROUP ASSET MANAGEMENT, LLC----115,287-100.00%-Jun 30, 2024
ALYESKA INVESTMENT GROUP, L.P.----111,698-100.00%-Jun 30, 2024
TAIREN CAPITAL LTD----63,963-100.00%-Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----61,166-100.00%-Jun 30, 2024
BLACKBARN CAPITAL PARTNERS LP----60,000-100.00%-Jun 30, 2024
CINCTIVE CAPITAL MANAGEMENT LP----44,486-100.00%-Jun 30, 2024
EXOR CAPITAL LLP----39,009-100.00%-Jun 30, 2024
MIURA GLOBAL MANAGEMENT, LLC----35,000-100.00%-Jun 30, 2024
ATOM INVESTORS LP----28,902-100.00%-Jun 30, 2024
BUCK WEALTH STRATEGIES, LLC----20,484-100.00%-Jun 30, 2024
POINT72 EUROPE (LONDON) LLP----17,900-100.00%-Jun 30, 2024
PIN OAK INVESTMENT ADVISORS INC----14,090-100.00%-Jun 30, 2024
AVIVA PLC----7,684-100.00%-Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD----6,594-100.00%-Jun 30, 2024
HRT FINANCIAL LP----5,187-100.00%-Jun 30, 2024
PORTSIDE WEALTH GROUP, LLC----5,151-100.00%-Jun 30, 2024
GLENMEDE TRUST CO NA----4,328-100.00%-Jun 30, 2024
BAKER TILLY WEALTH MANAGEMENT, LLC----4,074-100.00%-Jun 30, 2024
CORTON CAPITAL INC.----2,953-100.00%-Jun 30, 2024
OPPENHEIMER & CO INC----2,923-100.00%-Jun 30, 2024
SYSTM WEALTH SOLUTIONS LLC----2,779-100.00%-Jun 30, 2024
L2 ASSET MANAGEMENT, LLC----2,759-100.00%-Jun 30, 2024
ALLIANCE WEALTH ADVISORS, LLC /UT----2,731-100.00%-Jun 30, 2024
WALLACE ADVISORY GROUP, LLC----2,693-100.00%-Jun 30, 2024
ADVISORY SERVICES NETWORK, LLC----2,411-100.00%-Jun 30, 2024
ASB CONSULTORES, LLC----2,190-100.00%-Jun 30, 2024
VIDENT ADVISORY, LLC----1,801-100.00%-Jun 30, 2024
FIDELIS CAPITAL PARTNERS, LLC----1,179-100.00%-Jun 30, 2024
TOBAM----834-100.00%-Jun 30, 2024
CHIRON INVESTMENT MANAGEMENT, LLC----777-100.00%-Jun 30, 2024
BOKF, NA----200-100.00%-Jun 30, 2024
COLONIAL TRUST ADVISORS----168-100.00%-Jun 30, 2024
GOALVEST ADVISORY LLC----63-100.00%-Jun 30, 2024
WOLFF WIESE MAGANA LLC----42-100.00%-Jun 30, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.----23-100.00%-Jun 30, 2024
TRUST CO OF VERMONT----19-100.00%-Jun 30, 2024
QUEST PARTNERS LLC----13-100.00%-Jun 30, 2024
ENGLISH CAPITAL MANAGEMENT LLC----10-100.00%-Jun 30, 2024
ROTHSCHILD INVESTMENT LLC----4-100.00%-Jun 30, 2024

Interactive Brokers Group's largest sold out institutional shareholder by shares sold is JUNTO CAPITAL MANAGEMENT LP, sold -0.48M shares, valued at -, as of undefined.

Interactive Brokers Group Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
FOXBY CORP.2.23%3,9003,900-Dec 31, 2023
DIVIDEND & INCOME FUND1.75%76,00076,000-Dec 31, 2023
Tax-Managed Value Portfolio0.93%90,310--Jan 31, 2024
CALDWELL & ORKIN FUNDS INC0.75%10,2006,500175.68%Jan 31, 2024
COPLEY FUND INC /NV/0.37%5,000--Nov 30, 2022
Gabelli ETFs Trust0.28%3,700--Dec 29, 2023
SPDR S&P MIDCAP 400 ETF TRUST0.22%874,9517,3850.85%Mar 28, 2024
HEARTLAND GROUP INC0.17%98,510--Mar 31, 2024
VIRTUS EQUITY TRUST0.17%1,436,342-853,510-37.27%Mar 28, 2024
BNY MELLON MIDCAP INDEX FUND, INC.0.15%66,174-3,956-5.64%Jan 31, 2024
CORNERCAP GROUP OF FUNDS /VA/0.15%10,824--Sep 30, 2022
EATON VANCE SPECIAL INVESTMENT TRUST0.14%242,04886,48855.60%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.14%70,881--Mar 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.12%225,779--Mar 31, 2024
GABELLI ASSET FUND0.09%31,700-800-2.46%Dec 29, 2023
PUTNAM INVESTMENT FUNDS0.08%385,200--Jan 31, 2024
Transparent Value Trust0.06%1,012769316.46%Dec 31, 2023
Absolute Shares Trust0.06%23,656--Mar 31, 2024
VANGUARD ADMIRAL FUNDS0.05%217,936-4,594-2.06%Feb 29, 2024
Federated Hermes Index Trust0.05%10,746-832-7.19%Jan 31, 2024
NEUBERGER BERMAN EQUITY FUNDS0.05%472,27547,73411.24%Feb 29, 2024
Collaborative Investment Series Trust0.05%7,216--Mar 31, 2024
Midas Series Trust0.05%1,9001,900-Dec 31, 2023
BARON SELECT FUNDS0.04%464,93427,4346.27%Mar 31, 2024
GABELLI EQUITY SERIES FUNDS INC0.04%32,200--Dec 29, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.04%1,068--Mar 31, 2024
GABELLI EQUITY TRUST INC0.03%41,200-2,521-5.77%Dec 29, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.03%72,481-47,655-39.67%Mar 31, 2024
REYNOLDS FUNDS INC0.03%300-200-40.00%Mar 31, 2024
Federated Hermes MDT Series0.02%56,783--Jan 31, 2024
Northern Lights Variable Trust0.02%22,121--Mar 31, 2024
Calvert Responsible Index Series, Inc.0.02%35,579--Mar 31, 2024
VANGUARD INDEX FUNDS0.02%8,768,059-1,577,863-15.25%Mar 31, 2024
Weiss Strategic Interval Fund0.02%64,35864,358-Sep 30, 2022
VALUED ADVISERS TRUST0.02%16,800-2,600-13.40%Jan 31, 2024
GPS Funds II0.02%171,500--Mar 31, 2024
VIRTUS VARIABLE INSURANCE TRUST0.02%23,655-25,718-52.09%Mar 28, 2024
VALUE LINE CAPITAL APPRECIATION FUND INC0.01%28,000-2,000-6.67%Mar 31, 2024
Fidelity Commonwealth Trust II0.01%94,568-19,468-17.07%Aug 31, 2023
GABELLI DIVIDEND & INCOME TRUST0.01%23,249--Dec 29, 2023
SYNTAX ETF TRUST0.01%392-115-22.68%Mar 31, 2024
AMG Funds IV0.01%33,608--Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%2,433--Mar 31, 2024
VANGUARD HORIZON FUNDS0.01%235,034--Mar 31, 2024
Humankind Benefit Corp0.01%2152714.36%Dec 31, 2023
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 100.01%2,2002,200-Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.01%5,523--Mar 31, 2024
Calvert Variable Products, Inc.0.01%23,629--Mar 31, 2024
BlackRock ETF Trust0.01%7,482-1,799-19.38%Jan 31, 2024
BAILLIE GIFFORD FUNDS0.01%79,425--Mar 28, 2024
FIDELITY COMMONWEALTH TRUST0.01%23,6433721.60%Feb 29, 2024
John Hancock Exchange-Traded Fund Trust0.01%42,2747171.73%Jan 31, 2024
AGF Investments Trust0.01%-114--Mar 31, 2024
EATON VANCE GROWTH TRUST0.01%65,67965,679-Feb 29, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.01%22,771-33,857-59.79%Jan 31, 2024
CENTAUR MUTUAL FUNDS TRUST0.01%870--Jan 31, 2024
Virtus ETF Trust II0.01%7,330-501-6.40%Jan 31, 2024
Fidelity Central Investment Portfolios LLC0.01%271,300--Feb 29, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.00%12,200-6,295-34.04%Mar 31, 2024
FIDELITY CONCORD STREET TRUST0.00%1,003,29828,2442.90%Feb 29, 2024
FIDELITY PURITAN TRUST0.00%248,790-121,297-32.78%Feb 29, 2024
SCHWAB CAPITAL TRUST0.00%185,56393,232100.98%Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%18,065--Mar 31, 2024
AMG FUNDS0.00%126,714-106,486-45.66%Mar 28, 2024
FIDELITY DEVONSHIRE TRUST0.00%41,707-13,600-24.59%Jan 31, 2024
JNL VARIABLE FUND LLC0.00%21,286-1,023-4.59%Mar 31, 2020
SCHWARTZ INVESTMENT TRUST0.00%20,000--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.00%68,604--Mar 31, 2024
Goldman Sachs ETF Trust II0.00%3,42490.26%Feb 29, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%2,180-1-0.05%Sep 30, 2023
Federated Hermes Adviser Series0.00%19,1621,88210.89%Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%248,01511,0164.65%Jan 31, 2024
SARATOGA ADVANTAGE TRUST0.00%181--Feb 29, 2024
Voya PARTNERS INC0.00%243,120243,120-Mar 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,61252548.30%Sep 30, 2020
CARILLON SERIES TRUST0.00%158,340158,340-Mar 31, 2024
SHELTON FUNDS0.00%4,615-154-3.23%Feb 29, 2024
VICTORY PORTFOLIOS0.00%79,794-2,249-2.74%Mar 31, 2024
BNY Mellon Strategic Funds, Inc.0.00%5,497--Mar 31, 2024
RYDEX VARIABLE TRUST0.00%2,6441,745194.10%Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.00%139,3003,9002.88%Feb 29, 2024
VANGUARD QUANTITATIVE FUNDS0.00%10,423--Mar 31, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%62,879-4,914-7.25%Mar 31, 2024
TIMOTHY PLAN0.00%9,132-572-5.89%Mar 31, 2024
Gabelli Healthcare & WellnessRx Trust0.00%225--Dec 29, 2023
PFM Multi-Manager Series Trust0.00%1,500--Dec 31, 2023
Columbia Funds Variable Series Trust II0.00%58,049--Mar 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.00%14,046-41,508-74.72%Mar 31, 2024
Guggenheim Variable Funds Trust0.00%6,8314,638211.49%Dec 31, 2023
FIDELITY COVINGTON TRUST0.00%29,107-52,509-64.34%Jan 31, 2024
DEUTSCHE DWS INSTITUTIONAL FUNDS0.00%484--Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%62,146-1,026-1.62%Mar 31, 2024
ETF Managers Trust0.00%10,985--Dec 31, 2023
PUTNAM VARIABLE TRUST0.00%50,731--Mar 31, 2024
AdvisorShares Trust0.00%5,355--Mar 28, 2024
FIDELITY ADVISOR SERIES I0.00%236,763-10,214-4.14%Feb 29, 2024
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.00%355--Mar 31, 2024
AMERICAN PENSION INVESTORS TRUST0.00%7,250--Jan 31, 2024
Invesco Exchange-Traded Self-Indexed Fund Trust0.00%269,02287,55648.25%Feb 29, 2024
EXCHANGE TRADED CONCEPTS TRUST0.00%6,672370.56%Feb 29, 2024

Interactive Brokers Group's largest mutual fund holder by % of total assets is "FOXBY CORP.", owning 3.90K shares, compromising 2.23% of its total assets.

Interactive Brokers Group Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 24279-45.93%
31 Mar, 2451610.73%
31 Dec, 234664.72%
30 Sep, 234453.97%
30 Jun, 23428-3.39%
31 Mar, 234437.00%
31 Dec, 2241420.35%
30 Sep, 22344-0.86%
30 Jun, 223470.87%
31 Mar, 22344-1.71%
31 Dec, 213507.03%
30 Sep, 21327-4.66%
30 Jun, 213433.31%
31 Mar, 2133214.48%
31 Dec, 202905.45%
30 Sep, 202754.17%
30 Jun, 2026410.46%
31 Mar, 20239-8.43%
31 Dec, 192611.56%
30 Sep, 19257-2.28%
30 Jun, 19263-0.75%
31 Mar, 192651.53%
31 Dec, 18261-7.45%
30 Sep, 18282-7.84%
30 Jun, 183067.37%
31 Mar, 182854.40%
31 Dec, 1727322.42%
30 Sep, 172234.69%
30 Jun, 17213-9.75%
31 Mar, 17236-0.84%
31 Dec, 162389.17%
30 Sep, 16218-6.03%
30 Jun, 162328.92%
31 Mar, 16213-5.75%
31 Dec, 152263.67%
30 Sep, 152184.31%
30 Jun, 152099.42%
31 Mar, 1519110.40%
31 Dec, 141731.17%
30 Sep, 14171-
30 Jun, 14171-2.29%
31 Mar, 141750.57%
31 Dec, 131744.82%
30 Sep, 131669.21%
30 Jun, 13152192.31%
31 Mar, 1352-11.86%
31 Dec, 12599.26%
30 Sep, 1254-20.59%
30 Jun, 1268-2.86%
31 Mar, 1270-7.89%
31 Dec, 117626.67%
30 Sep, 1160-
30 Jun, 116013.21%
31 Mar, 115320.45%
31 Dec, 104412.82%
30 Sep, 10395.41%
30 Jun, 10372.78%
31 Mar, 103612.50%
31 Dec, 0932-30.43%
30 Sep, 0946-4.17%
30 Jun, 0948-4.00%
31 Mar, 0950-7.41%
31 Dec, 0854-1.82%
30 Sep, 08555.77%
30 Jun, 08526.12%
31 Mar, 084944.12%
31 Dec, 073470.00%
30 Sep, 0720-4.76%
30 Jun, 07212000.00%
31 Mar, 071-

As of 30 Jun 24, 279 institutions are holding Interactive Brokers Group's shares, representing a decrease of -45.93% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2420,150,485-78.24%
31 Mar, 2492,593,8330.27%
31 Dec, 2392,340,5050.94%
30 Sep, 2391,482,8121.24%
30 Jun, 2390,364,165-0.88%
31 Mar, 2391,163,639-0.99%
31 Dec, 2292,074,193-0.08%
30 Sep, 2292,151,2306.28%
30 Jun, 2286,706,181-0.02%
31 Mar, 2286,726,8911.41%
31 Dec, 2185,523,4934.31%
30 Sep, 2181,986,1152.16%
30 Jun, 2180,252,4881.49%
31 Mar, 2179,074,1932.25%
31 Dec, 2077,336,16314.40%
30 Sep, 2067,602,002-2.60%
30 Jun, 2069,405,9880.06%
31 Mar, 2069,367,4880.06%
31 Dec, 1969,328,0532.64%
30 Sep, 1967,542,5661.05%
30 Jun, 1966,842,5390.99%
31 Mar, 1966,187,6953.10%
31 Dec, 1864,197,3321.69%
30 Sep, 1863,128,1072.75%
30 Jun, 1861,435,570-1.45%
31 Mar, 1862,341,807-4.78%
31 Dec, 1765,469,8250.62%
30 Sep, 1765,067,6035.25%
30 Jun, 1761,821,7994.91%
31 Mar, 1758,927,5754.74%
31 Dec, 1656,259,824-0.93%
30 Sep, 1656,786,891-0.93%
30 Jun, 1657,321,476-0.87%
31 Mar, 1657,823,67610.09%
31 Dec, 1552,523,6493.13%
30 Sep, 1550,931,3237.65%
30 Jun, 1547,312,8642.45%
31 Mar, 1546,179,6763.22%
31 Dec, 1444,740,6221.67%
30 Sep, 1444,004,3972.23%
30 Jun, 1443,044,254-2.20%
31 Mar, 1444,014,4565.55%
31 Dec, 1341,699,7634.79%
30 Sep, 1339,794,3545.62%
30 Jun, 1337,677,444163.07%
31 Mar, 1314,321,966-25.43%
31 Dec, 1219,205,81163.36%
30 Sep, 1211,756,489-45.75%
30 Jun, 1221,670,30921.30%
31 Mar, 1217,865,2570.09%
31 Dec, 1117,848,79816.30%
30 Sep, 1115,347,636-26.23%
30 Jun, 1120,803,83820.05%
31 Mar, 1117,329,70712.16%
31 Dec, 1015,450,837-8.87%
30 Sep, 1016,954,630-6.02%
30 Jun, 1018,041,4991.07%
31 Mar, 1017,851,0065.81%
31 Dec, 0916,870,28717.87%
30 Sep, 0914,312,9833.01%
30 Jun, 0913,895,091-24.82%
31 Mar, 0918,482,880-9.69%
31 Dec, 0820,465,07748.88%
30 Sep, 0813,745,751-7.52%
30 Jun, 0814,863,59222.17%
31 Mar, 0812,166,272-3.11%
31 Dec, 0712,556,255-14.41%
30 Sep, 0714,670,835-2.94%
30 Jun, 0715,114,69311604.20%
31 Mar, 07129,139-

Interactive Brokers Group (IBKR) has 20.15M shares outstanding as of 30 Jun 24, down -78.24% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2418.82%0.25%
31 Mar, 2486.52%1.16%
31 Dec, 2386.26%1.11%
30 Sep, 2388.31%4.59%
30 Jun, 2343.88%2.24%
31 Mar, 2344.27%2.21%
31 Dec, 2244.71%2.23%
30 Sep, 2244.75%2.52%
30 Jun, 2242.11%2.37%
31 Mar, 2242.12%2.44%
31 Dec, 2141.53%2.62%
30 Sep, 2139.82%2.62%
30 Jun, 2138.97%2.64%
31 Mar, 2138.40%2.72%
31 Dec, 2037.56%3.48%
30 Sep, 2032.83%2.89%
30 Jun, 2033.71%2.97%
31 Mar, 2033.69%2.97%
31 Dec, 1933.67%3.13%
30 Sep, 1932.80%3.11%
30 Jun, 1932.46%3.14%
31 Mar, 1932.14%3.31%
31 Dec, 1831.18%3.32%
30 Sep, 1830.66%3.44%
30 Jun, 1829.84%3.26%
31 Mar, 1830.28%2.99%
31 Dec, 1731.79%3.18%
30 Sep, 1731.60%3.51%
30 Jun, 1730.02%3.67%
31 Mar, 1728.62%3.83%
31 Dec, 1627.32%3.59%
30 Sep, 1627.58%3.56%
30 Jun, 1627.84%3.53%
31 Mar, 1628.08%4.32%
31 Dec, 1525.51%4.17%
30 Sep, 1524.73%4.69%
30 Jun, 1522.98%4.57%
31 Mar, 1522.43%4.75%
31 Dec, 1421.73%4.76%
30 Sep, 1421.37%4.89%
30 Jun, 1420.90%4.58%
31 Mar, 1421.37%5.21%
31 Dec, 1320.25%5.42%
30 Sep, 1319.33%5.77%
30 Jun, 1318.30%37.82%
31 Mar, 136.96%8.00%
31 Dec, 129.33%28.61%
30 Sep, 125.71%5.15%
30 Jun, 1210.52%13.98%
31 Mar, 128.68%11.55%
31 Dec, 118.67%15.60%
30 Sep, 117.45%7.30%
30 Jun, 1110.10%14.26%
31 Mar, 118.42%14.95%
31 Dec, 107.50%11.07%
30 Sep, 108.23%10.73%
30 Jun, 108.76%11.66%
31 Mar, 108.67%12.92%
31 Dec, 098.19%16.96%
30 Sep, 096.95%15.27%
30 Jun, 096.75%8.38%
31 Mar, 098.98%9.09%
31 Dec, 089.94%22.30%
30 Sep, 086.68%12.81%
30 Jun, 087.22%20.68%
31 Mar, 085.91%15.89%
31 Dec, 076.10%12.01%
30 Sep, 077.12%13.22%
30 Jun, 077.34%186669.86%
31 Mar, 070.06%-

As of 30 Jun 24, Interactive Brokers Group is held by 18.82% institutional shareholders, representing a 0.25% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 24145-44.23%
31 Mar, 2426012.07%
31 Dec, 232328.92%
30 Sep, 232137.04%
30 Jun, 23199-17.08%
31 Mar, 23240-4.00%
31 Dec, 2225022.55%
30 Sep, 222048.51%
30 Jun, 221882.73%
31 Mar, 221831.10%
31 Dec, 211812.84%
30 Sep, 21176-7.37%
30 Jun, 211906.74%
31 Mar, 2117821.09%
31 Dec, 2014712.21%
30 Sep, 20131-5.76%
30 Jun, 2013919.83%
31 Mar, 20116-0.85%
31 Dec, 19117-2.50%
30 Sep, 191207.14%
30 Jun, 19112-11.11%
31 Mar, 191262.44%
31 Dec, 18123-20.65%
30 Sep, 18155-6.06%
30 Jun, 181655.77%
31 Mar, 181567.59%
31 Dec, 1714519.83%
30 Sep, 1712115.24%
30 Jun, 17105-14.63%
31 Mar, 1712312.84%
31 Dec, 16109-1.80%
30 Sep, 16111-12.60%
30 Jun, 1612718.69%
31 Mar, 16107-6.14%
31 Dec, 15114-7.32%
30 Sep, 151239.82%
30 Jun, 151124.67%
31 Mar, 1510732.10%
31 Dec, 148115.71%
30 Sep, 1470-5.41%
30 Jun, 1474-3.90%
31 Mar, 1477-7.23%
31 Dec, 1383-13.54%
30 Sep, 1396-6.80%
30 Jun, 13103157.50%
31 Mar, 134037.93%
31 Dec, 12293.57%
30 Sep, 1228-
30 Jun, 1228-24.32%
31 Mar, 1237-19.57%
31 Dec, 114635.29%
30 Sep, 1134-12.82%
30 Jun, 113914.71%
31 Mar, 113421.43%
31 Dec, 102855.56%
30 Sep, 101812.50%
30 Jun, 1016-
31 Mar, 1016-
31 Dec, 0916-20.00%
30 Sep, 0920-23.08%
30 Jun, 092613.04%
31 Mar, 0923-36.11%
31 Dec, 08365.88%
30 Sep, 08346.25%
30 Jun, 0832-8.57%
31 Mar, 083512.90%
31 Dec, 0731106.67%
30 Sep, 0715-28.57%
30 Jun, 07212000.00%
31 Mar, 071-

145 institutional shareholders have increased their position in IBKR stock as of 30 Jun 24 compared to 260 in the previous quarter (a -44.23% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2482-51.19%
31 Mar, 241688.39%
31 Dec, 231552.65%
30 Sep, 23151-1.31%
30 Jun, 2315312.50%
31 Mar, 2313628.30%
31 Dec, 2210615.22%
30 Sep, 2292-12.38%
30 Jun, 221051.94%
31 Mar, 221031.98%
31 Dec, 2110132.89%
30 Sep, 2176-7.32%
30 Jun, 2182-11.83%
31 Mar, 219310.71%
31 Dec, 20846.33%
30 Sep, 207916.18%
30 Jun, 20681.49%
31 Mar, 2067-16.25%
31 Dec, 19806.67%
30 Sep, 1975-11.76%
30 Jun, 19851.19%
31 Mar, 1984-2.33%
31 Dec, 188624.64%
30 Sep, 1869-21.59%
30 Jun, 18887.32%
31 Mar, 18829.33%
31 Dec, 177553.06%
30 Sep, 1749-14.04%
30 Jun, 1757-6.56%
31 Mar, 1761-14.08%
31 Dec, 167114.52%
30 Sep, 166214.81%
30 Jun, 1654-10.00%
31 Mar, 1660-9.09%
31 Dec, 156626.92%
30 Sep, 1552-5.45%
30 Jun, 155514.58%
31 Mar, 15484.35%
31 Dec, 1446-11.54%
30 Sep, 145218.18%
30 Jun, 1444-27.87%
31 Mar, 146119.61%
31 Dec, 135164.52%
30 Sep, 133163.16%
30 Jun, 1319375.00%
31 Mar, 134-77.78%
31 Dec, 121863.64%
30 Sep, 1211-50.00%
30 Jun, 12224.76%
31 Mar, 122140.00%
31 Dec, 1115-21.05%
30 Sep, 111958.33%
30 Jun, 111220.00%
31 Mar, 111066.67%
31 Dec, 106-40.00%
30 Sep, 1010-
30 Jun, 101011.11%
31 Mar, 10928.57%
31 Dec, 097-53.33%
30 Sep, 091536.36%
30 Jun, 0911-42.11%
31 Mar, 091990.00%
31 Dec, 0810-23.08%
30 Sep, 081330.00%
30 Jun, 081011.11%
31 Mar, 089800.00%
31 Dec, 071-80.00%
30 Sep, 075-
30 Jun, 07--
31 Mar, 07--

82 institutional shareholders have reduced their position in IBKR stock as of 30 Jun 24 compared to 168 in the previous quarter (a -51.19% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 24279-45.93%20,150,485-78.24%18.82%0.25%145-44.23%82-51.19%
31 Mar, 2451610.73%92,593,8330.27%86.52%1.16%26012.07%1688.39%
31 Dec, 234664.72%92,340,5050.94%86.26%1.11%2328.92%1552.65%
30 Sep, 234453.97%91,482,8121.24%88.31%4.59%2137.04%151-1.31%
30 Jun, 23428-3.39%90,364,165-0.88%43.88%2.24%199-17.08%15312.50%
31 Mar, 234437.00%91,163,639-0.99%44.27%2.21%240-4.00%13628.30%
31 Dec, 2241420.35%92,074,193-0.08%44.71%2.23%25022.55%10615.22%
30 Sep, 22344-0.86%92,151,2306.28%44.75%2.52%2048.51%92-12.38%
30 Jun, 223470.87%86,706,181-0.02%42.11%2.37%1882.73%1051.94%
31 Mar, 22344-1.71%86,726,8911.41%42.12%2.44%1831.10%1031.98%
31 Dec, 213507.03%85,523,4934.31%41.53%2.62%1812.84%10132.89%
30 Sep, 21327-4.66%81,986,1152.16%39.82%2.62%176-7.37%76-7.32%
30 Jun, 213433.31%80,252,4881.49%38.97%2.64%1906.74%82-11.83%
31 Mar, 2133214.48%79,074,1932.25%38.40%2.72%17821.09%9310.71%
31 Dec, 202905.45%77,336,16314.40%37.56%3.48%14712.21%846.33%
30 Sep, 202754.17%67,602,002-2.60%32.83%2.89%131-5.76%7916.18%
30 Jun, 2026410.46%69,405,9880.06%33.71%2.97%13919.83%681.49%
31 Mar, 20239-8.43%69,367,4880.06%33.69%2.97%116-0.85%67-16.25%
31 Dec, 192611.56%69,328,0532.64%33.67%3.13%117-2.50%806.67%
30 Sep, 19257-2.28%67,542,5661.05%32.80%3.11%1207.14%75-11.76%
30 Jun, 19263-0.75%66,842,5390.99%32.46%3.14%112-11.11%851.19%
31 Mar, 192651.53%66,187,6953.10%32.14%3.31%1262.44%84-2.33%
31 Dec, 18261-7.45%64,197,3321.69%31.18%3.32%123-20.65%8624.64%
30 Sep, 18282-7.84%63,128,1072.75%30.66%3.44%155-6.06%69-21.59%
30 Jun, 183067.37%61,435,570-1.45%29.84%3.26%1655.77%887.32%
31 Mar, 182854.40%62,341,807-4.78%30.28%2.99%1567.59%829.33%
31 Dec, 1727322.42%65,469,8250.62%31.79%3.18%14519.83%7553.06%
30 Sep, 172234.69%65,067,6035.25%31.60%3.51%12115.24%49-14.04%
30 Jun, 17213-9.75%61,821,7994.91%30.02%3.67%105-14.63%57-6.56%
31 Mar, 17236-0.84%58,927,5754.74%28.62%3.83%12312.84%61-14.08%
31 Dec, 162389.17%56,259,824-0.93%27.32%3.59%109-1.80%7114.52%
30 Sep, 16218-6.03%56,786,891-0.93%27.58%3.56%111-12.60%6214.81%
30 Jun, 162328.92%57,321,476-0.87%27.84%3.53%12718.69%54-10.00%
31 Mar, 16213-5.75%57,823,67610.09%28.08%4.32%107-6.14%60-9.09%
31 Dec, 152263.67%52,523,6493.13%25.51%4.17%114-7.32%6626.92%
30 Sep, 152184.31%50,931,3237.65%24.73%4.69%1239.82%52-5.45%
30 Jun, 152099.42%47,312,8642.45%22.98%4.57%1124.67%5514.58%
31 Mar, 1519110.40%46,179,6763.22%22.43%4.75%10732.10%484.35%
31 Dec, 141731.17%44,740,6221.67%21.73%4.76%8115.71%46-11.54%
30 Sep, 14171-44,004,3972.23%21.37%4.89%70-5.41%5218.18%
30 Jun, 14171-2.29%43,044,254-2.20%20.90%4.58%74-3.90%44-27.87%
31 Mar, 141750.57%44,014,4565.55%21.37%5.21%77-7.23%6119.61%
31 Dec, 131744.82%41,699,7634.79%20.25%5.42%83-13.54%5164.52%
30 Sep, 131669.21%39,794,3545.62%19.33%5.77%96-6.80%3163.16%
30 Jun, 13152192.31%37,677,444163.07%18.30%37.82%103157.50%19375.00%
31 Mar, 1352-11.86%14,321,966-25.43%6.96%8.00%4037.93%4-77.78%
31 Dec, 12599.26%19,205,81163.36%9.33%28.61%293.57%1863.64%
30 Sep, 1254-20.59%11,756,489-45.75%5.71%5.15%28-11-50.00%
30 Jun, 1268-2.86%21,670,30921.30%10.52%13.98%28-24.32%224.76%
31 Mar, 1270-7.89%17,865,2570.09%8.68%11.55%37-19.57%2140.00%
31 Dec, 117626.67%17,848,79816.30%8.67%15.60%4635.29%15-21.05%
30 Sep, 1160-15,347,636-26.23%7.45%7.30%34-12.82%1958.33%
30 Jun, 116013.21%20,803,83820.05%10.10%14.26%3914.71%1220.00%
31 Mar, 115320.45%17,329,70712.16%8.42%14.95%3421.43%1066.67%
31 Dec, 104412.82%15,450,837-8.87%7.50%11.07%2855.56%6-40.00%
30 Sep, 10395.41%16,954,630-6.02%8.23%10.73%1812.50%10-
30 Jun, 10372.78%18,041,4991.07%8.76%11.66%16-1011.11%
31 Mar, 103612.50%17,851,0065.81%8.67%12.92%16-928.57%
31 Dec, 0932-30.43%16,870,28717.87%8.19%16.96%16-20.00%7-53.33%
30 Sep, 0946-4.17%14,312,9833.01%6.95%15.27%20-23.08%1536.36%
30 Jun, 0948-4.00%13,895,091-24.82%6.75%8.38%2613.04%11-42.11%
31 Mar, 0950-7.41%18,482,880-9.69%8.98%9.09%23-36.11%1990.00%
31 Dec, 0854-1.82%20,465,07748.88%9.94%22.30%365.88%10-23.08%
30 Sep, 08555.77%13,745,751-7.52%6.68%12.81%346.25%1330.00%
30 Jun, 08526.12%14,863,59222.17%7.22%20.68%32-8.57%1011.11%
31 Mar, 084944.12%12,166,272-3.11%5.91%15.89%3512.90%9800.00%
31 Dec, 073470.00%12,556,255-14.41%6.10%12.01%31106.67%1-80.00%
30 Sep, 0720-4.76%14,670,835-2.94%7.12%13.22%15-28.57%5-
30 Jun, 07212000.00%15,114,69311604.20%7.34%186669.86%212000.00%--
31 Mar, 071-129,139-0.06%-1---

Interactive Brokers Group Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Feb 23, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell5,000$104.86$524.30K113,770
Feb 23, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell5,000$107.01$535.05K108,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,100$102.02$214.24K131,670
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell3,400$102.83$349.62K128,270
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell500$103.57$51.78K127,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell4,000$104.92$419.68K123,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,906$105.35$306.15K120,864
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,094$106.01$221.98K118,770
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell20,809$100.73$2.10M187,961
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell29,191$101.31$2.96M158,770
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell10,650$101.28$1.08M148,120
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell14,350$102.09$1.46M133,770
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell34,345$95.60$3.28M82,545

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 24, 2024Mendonca Denisofficer Chief Accounting OfficerF-InKindSell1,964$119.13$233.97K34,987
May 24, 2024Brody Paul Jonathandirector, officer Chief Financial OfficerF-InKindSell22,883$119.13$2.73M725,294
May 24, 2024Frank Thomas AJofficer Chief Information OfficerF-InKindSell8,127$119.13$968.17K68,829
May 24, 2024Nemser Earl Hdirector, officer Vice ChairmanF-InKindSell4,419$119.13$526.44K104,351
May 24, 2024Galik Milandirector, officer Chief Executive OfficerF-InKindSell61,995$119.13$7.39M1,253,227
Feb 23, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell5,000$104.86$524.30K113,770
Feb 23, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell5,000$107.01$535.05K108,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,100$102.02$214.24K131,670
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell3,400$102.83$349.62K128,270
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell500$103.57$51.78K127,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell4,000$104.92$419.68K123,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,906$105.35$306.15K120,864
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,094$106.01$221.98K118,770
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell20,809$100.73$2.10M187,961
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell29,191$101.31$2.96M158,770
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell10,650$101.28$1.08M148,120
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell14,350$102.09$1.46M133,770
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell34,345$95.60$3.28M82,545

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 29, 2024Nemser Earl Hdirector, officer Vice ChairmanA-AwardBuy100,000$118.57$11.86M100,000
May 24, 2024Mendonca Denisofficer Chief Accounting OfficerF-InKindSell1,964$119.13$233.97K34,987
May 24, 2024Brody Paul Jonathandirector, officer Chief Financial OfficerF-InKindSell22,883$119.13$2.73M725,294
May 24, 2024Frank Thomas AJofficer Chief Information OfficerF-InKindSell8,127$119.13$968.17K68,829
May 24, 2024Nemser Earl Hdirector, officer Vice ChairmanF-InKindSell4,419$119.13$526.44K104,351
May 24, 2024Galik Milandirector, officer Chief Executive OfficerF-InKindSell61,995$119.13$7.39M1,253,227
Apr 25, 2024Peterffy Thomasdirector, officer ChairmanJ-OtherBuy62,296$114.69$7.14M1,692,901
Feb 23, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell5,000$104.86$524.30K113,770
Feb 23, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell5,000$107.01$535.05K108,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,100$102.02$214.24K131,670
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell3,400$102.83$349.62K128,270
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell500$103.57$51.78K127,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell4,000$104.92$419.68K123,770
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,906$105.35$306.15K120,864
Feb 20, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell2,094$106.01$221.98K118,770
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell20,809$100.73$2.10M187,961
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell29,191$101.31$2.96M158,770
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell10,650$101.28$1.08M148,120
Feb 15, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell14,350$102.09$1.46M133,770
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell34,345$95.60$3.28M82,545

The last insider sell of Interactive Brokers Group's stock was made by Mendonca Denis on May 24 2024, selling 1,964 shares at $119.13 per share (valued at $233.97K).

Interactive Brokers Group Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241--
Q1 2024-69-
Q4 2023138315.66%
Q3 20234626.45%
Q2 2023-11-
Q1 2023-34-
Q4 20221512012.50%
Q3 20221362.78%
Q2 202251393.60%
Q1 2022-173-
Q4 2021152655.66%
Q3 202111700.59%
Q2 2021-130-
Q1 2021-404-
Q4 2020102164.63%
Q3 20201244.17%
Q2 2020-7-
Q4 20196--
Q2 2019-4-
Q4 201862300.00%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Interactive Brokers Group's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024---
Q1 2024-69-
Q4 2023-82-
Q3 2023-60-
Q2 2023-4-
Q1 2023-34-
Q4 2022-119-
Q3 2022-36-
Q2 2022-133-
Q1 2022-173-
Q4 2021-265-
Q3 2021-170-
Q2 2021-125-
Q1 2021-404-
Q4 2020-216-
Q3 2020-24-
Q2 2020-1-
Q4 2019---
Q2 2019---
Q4 2018-1-

As of Q2 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Interactive Brokers Group's stocks.

IBKR Ownership FAQ


Interactive Brokers Group is owned by institutional shareholders (18.82%), insiders (3.13%), and public (78.05%). The largest institutional shareholder of Interactive Brokers Group is VANGUARD GROUP INC (9.26% of total shares) and the top mutual fund owner is FOXBY CORP. (2.23% of total shares).

Interactive Brokers Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., ORBIS ALLAN GRAY LTD, JPMORGAN CHASE & CO, and KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The top five shareholders own together 31.73% of the company's share outstanding.

As of Jun 2024, there are 279 institutional shareholders of Interactive Brokers Group.

VANGUARD GROUP INC owns 9.92M shares of Interactive Brokers Group, representing 9.26% of the company's total shares outstanding, valued at $1.22B (as of Jun 2024).

As of Jun 2024, BLACKROCK INC holds 9.3M shares of Interactive Brokers Group (IBKR), compromising 8.69% of the company, valued at $1.14B.

ORBIS ALLAN GRAY LTD is the third largest holder of Interactive Brokers Group. The company owns 6.96M of the company's shares outstanding (worth $853.51M).