Interactive Brokers Group Ownership | Who Owns Interactive Brokers Group?
Interactive Brokers Group Ownership Summary
Interactive Brokers Group is owned by 52.46% institutional investors, 3.34% insiders, and 44.19% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.56% of IBKR shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.26% of its assets in Interactive Brokers Group shares.
IBKR Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Interactive Brokers Group | 52.46% | 3.34% | 44.19% |
Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
Industry | Capital Markets Stocks | 34.70% | 18.00% | 47.30% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Blackrock funding, inc. /de | 10.33M | 9.56% | $1.83B |
Vanguard group | 10.07M | 9.32% | $1.78B |
Blackrock | 9.30M | 8.69% | $1.14B |
Orbis allan gray | 5.29M | 4.89% | $933.79M |
Jpmorgan chase | 3.99M | 3.69% | $704.63M |
Kayne anderson rudnick investment management | 3.89M | 3.60% | $686.86M |
Cantillon capital management | 3.40M | 3.14% | $599.92M |
State street | 3.17M | 2.96% | $388.55M |
Greenwich wealth management | 2.77M | 2.57% | $490.19M |
Geode capital management | 2.26M | 2.09% | $399.20M |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Greenwich wealth management | 2.77M | 34.56% | $490.19M |
Hengistbury investment partners llp | 245.92K | 31.70% | $43.45M |
Oakcliff capital partners, lp | 302.65K | 19.84% | $37.10M |
Brooktree capital management | 133.03K | 17.43% | $23.50M |
Ancient art | 445.91K | 16.76% | $78.78M |
Lansing management lp | 106.56K | 16.58% | $18.83M |
Bares capital management | 951.65K | 15.13% | $168.13M |
Bronte capital management pty | 595.04K | 9.73% | $123.28M |
Rv capital | 224.35K | 8.60% | $40.15M |
Awh capital | 36.75K | 7.72% | $6.49M |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Wellington management group llp | 1.49M | 0.05% | 1.48M |
Norges bank | 1.30M | 0.03% | 1.30M |
Blackrock funding, inc. /de | 10.33M | 0.04% | 761.38K |
Raymond james financial | 679.50K | 0.04% | 679.50K |
Qube research | 513.55K | 0.12% | 513.55K |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Egerton capital (uk) llp | 1.85M | 3.78% | -1.53M |
Orbis allan gray | 5.29M | 5.02% | -1.22M |
Marshall wace, llp | 511.64K | 0.11% | -879.46K |
Voya investment management | 257.43K | 0.05% | -825.13K |
Junto capital management lp | - | - | -477.04K |
New Positions
Holder | Shares | % Assets | Change | Value |
---|---|---|---|---|
Norges bank | 1.30M | 0.03% | 1.30M | $229.32M |
Raymond james financial | 679.50K | 0.04% | 679.50K | $120.05M |
Qube research | 513.55K | 0.12% | 513.55K | $90.73M |
Fullerton fund management | 390.88K | 2.41% | 390.88K | $69.06B |
Marathon asset management | 304.98K | 1.17% | 304.98K | $37.39M |
Sold Out
Holder | Change |
---|---|
Northwest financial advisors | -2.00 |
Claris advisors, llc / mo / | -2.00 |
Castleview partners | -3.00 |
Migdal insurance & financial | -4.00 |
Riverview trust | -5.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Dec 31, 2024 | 426 | -29.47% | 56,720,993 | -37.97% | 52 | 0.74% | 229 | -28.88% | 143 | -23.12% |
Sep 30, 2024 | 598 | 5.10% | 91,164,480 | -2.28% | 83 | 1.12% | 319 | 7.77% | 184 | - |
Jun 30, 2024 | 565 | 9.28% | 93,247,817 | 0.68% | 87 | 1.16% | 293 | 12.69% | 182 | 7.69% |
Mar 31, 2024 | 517 | 10.47% | 92,614,556 | 0.24% | 86 | 1.16% | 260 | 12.07% | 169 | 7.64% |
Dec 31, 2023 | 468 | 4.70% | 92,390,828 | 0.93% | 86 | 1.11% | 232 | 8.92% | 157 | 2.61% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
iShares Core S&P Mid-Cap ETF | 3.56M | 3.26% | 6.21K |
Vanguard US Total Market Shares ETF | 3.27M | 3.00% | 53.98K |
Vanguard Total Stock Mkt Idx Inv | 3.26M | 2.99% | 1.78K |
Vanguard Mid Cap Index Institutional | 2.23M | 2.05% | 9.45K |
Vanguard Institutional Extnd Mkt Idx Tr | 1.65M | 1.52% | 2.96K |
Orbis Global Equity Investor | 1.44M | 1.32% | -305.61K |
JPMorgan Growth Advantage A | 1.07M | 0.99% | 680.00 |
AustralianSuper Balanced Sup | 958.53K | 0.88% | -46.12K |
Invesco S&P MidCap Momentum ETF | 888.55K | 0.82% | - |
SPDR® S&P MIDCAP 400 ETF Trust | 879.61K | 0.81% | 8.37K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Jan 31, 2025 | Bright Jill | - | Buy | $29.63K |
Feb 21, 2024 | Nemser Earl H | Vice Chairman | Sell | $524.30K |
Feb 22, 2024 | Nemser Earl H | Vice Chairman | Sell | $535.05K |
Feb 15, 2024 | Nemser Earl H | Vice Chairman | Sell | $51.78K |
Feb 15, 2024 | Nemser Earl H | Vice Chairman | Sell | $349.62K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2025 Q1 | 1 | - |
2024 Q4 | - | - |
2024 Q3 | - | - |
2024 Q2 | - | - |
2024 Q1 | - | 69 |
IBKR Ownership FAQ
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