Interactive Brokers Group Ownership 2024 | Who Owns Interactive Brokers Group Now?
Institutional Ownership
86.41%
Insider Ownership
3.18%
Retail Ownership
10.41%
Institutional Holders
506.00
Interactive Brokers Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 9.04% | 0.02% | 9,677,465 | -12,591 | -0.13% | 1,081,069,615 | Mar 31, 2024 |
BLACKROCK INC. | 8.49% | 0.02% | 9,091,283 | 71,098 | 0.79% | 1,015,587,252 | Mar 31, 2024 |
ORBIS ALLAN GRAY LTD | 6.66% | 4.77% | 7,129,746 | -639,165 | -8.23% | 796,463,925 | Mar 31, 2024 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.80% | 1.33% | 5,137,616 | -1,170,286 | -18.55% | 573,923,149,000 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 3.46% | 0.04% | 3,702,768 | 2,316,739 | 167.15% | 413,636,269 | Mar 31, 2024 |
CANTILLON CAPITAL MANAGEMENT LLC | 3.42% | 2.57% | 3,655,704 | -73,165 | -1.96% | 408,378,694 | Mar 31, 2024 |
STATE STREET CORP | 2.98% | 0.02% | 3,190,380 | 95,429 | 3.08% | 356,397,350 | Mar 31, 2024 |
GREENWICH WEALTH MANAGEMENT LLC | 2.78% | 26.44% | 2,971,334 | -146,842 | -4.71% | 331,928,000 | Mar 31, 2024 |
EGERTON CAPITAL (UK) LLP | 2.64% | 3.05% | 2,823,697 | 2,823,697 | 100.00% | 315,435,192 | Mar 31, 2024 |
BARES CAPITAL MANAGEMENT, INC. | 2.63% | 12.46% | 2,810,131 | 264,543 | 10.39% | 313,919,734 | Mar 31, 2024 |
MARSHALL WACE, LLP | 1.89% | 0.34% | 2,025,233 | -1,135,901 | -35.93% | 226,238,778 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.75% | 0.02% | 1,874,442 | 204,571 | 12.25% | 209,432,532 | Mar 31, 2024 |
MORGAN STANLEY | 1.71% | 0.02% | 1,830,018 | 850,395 | 86.81% | 204,431,737 | Mar 31, 2024 |
JARISLOWSKY, FRASER LTD | 1.60% | 1.10% | 1,710,286 | -101,518 | -5.60% | 191,056,000 | Mar 31, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 1.38% | 0.19% | 1,479,778 | 1,465,256 | 10089.91% | 165,305,999 | Mar 31, 2024 |
NEUBERGER BERMAN GROUP LLC | 1.17% | 0.12% | 1,249,652 | 29,177 | 2.39% | 139,573,283 | Mar 31, 2024 |
FIL LTD | 0.99% | 0.12% | 1,060,741 | -150,801 | -12.45% | 118,495,377 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.95% | 0.01% | 1,013,650 | 320,276 | 46.19% | 113,234,822,000 | Mar 31, 2024 |
BANK OF NEW YORK MELLON CORP | 0.92% | 0.02% | 980,140 | 14,114 | 1.46% | 109,491,440 | Mar 31, 2024 |
CORONATION FUND MANAGERS LTD. | 0.88% | 2.85% | 937,193 | -258,986 | -21.65% | 104,693,830 | Mar 31, 2024 |
Interactive Brokers Group's largest institutional shareholder is VANGUARD GROUP INC, holding 9.04% of the company's total share outstanding, currently valued at $1.08B. The top 10 institutional shareholders own together 46.90% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GREENWICH WEALTH MANAGEMENT LLC | 2.78% | 26.44% | 2,971,334 | -146,842 | -4.71% | 331,928,000 | Mar 31, 2024 |
OAKCLIFF CAPITAL PARTNERS, LP | 0.28% | 20.26% | 302,647 | -37,000 | -10.89% | 33,808,696 | Mar 31, 2024 |
BROOKTREE CAPITAL MANAGEMENT | 0.14% | 13.08% | 151,875 | -6,198 | -3.92% | 16,965,956 | Mar 31, 2024 |
BARES CAPITAL MANAGEMENT, INC. | 2.63% | 12.46% | 2,810,131 | 264,543 | 10.39% | 313,919,734 | Mar 31, 2024 |
ANCIENT ART, L.P. | 0.51% | 12.42% | 550,174 | - | - | 61,459,938 | Mar 31, 2024 |
RV CAPITAL AG | 0.29% | 9.25% | 309,947 | - | - | 34,624,179 | Mar 31, 2024 |
LANSING MANAGEMENT LP | 0.07% | 8.42% | 77,583 | 55,771 | 255.69% | 8,666,797 | Mar 31, 2024 |
ABRAMS BISON INVESTMENTS, LLC | 0.76% | 8.11% | 813,000 | -99,000 | -10.86% | 90,820,230 | Mar 31, 2024 |
BRONTE CAPITAL MANAGEMENT PTY LTD. | 0.79% | 7.68% | 842,425 | 6,231 | 0.75% | 94,107,297 | Mar 31, 2024 |
FIRETRAIL INVESTMENTS PTY LTD | 0.07% | 7.04% | 76,558 | -1,341 | -1.72% | 8,552,294 | Mar 31, 2024 |
HUDSON WAY CAPITAL MANAGEMENT LLC | 0.31% | 6.75% | 331,017 | 109,669 | 49.55% | 36,977,909 | Mar 31, 2024 |
ORBIS ALLAN GRAY LTD | 6.66% | 4.77% | 7,129,746 | -639,165 | -8.23% | 796,463,925 | Mar 31, 2024 |
AWH CAPITAL, L.P. | 0.04% | 4.63% | 45,000 | -12,162 | -21.28% | 5,026,950 | Mar 31, 2024 |
BLACKBARN CAPITAL PARTNERS LP | 0.06% | 3.79% | 60,000 | -60,000 | -50.00% | 6,702,600 | Mar 31, 2024 |
GOVERNORS LANE LP | 0.35% | 3.51% | 370,000 | 370,000 | 100.00% | 41,332,700 | Mar 31, 2024 |
OWLS NEST PARTNERS IA, LLC | 0.11% | 3.44% | 116,331 | -25,518 | -17.99% | 12,995,336 | Mar 31, 2024 |
MIURA GLOBAL MANAGEMENT, LLC | 0.03% | 3.33% | 35,000 | 35,000 | 100.00% | 3,909,850 | Mar 31, 2024 |
O'BRIEN GREENE & CO. INC | 0.08% | 3.20% | 87,081 | 931 | 1.08% | 9,727,850 | Mar 31, 2024 |
WOODSON CAPITAL MANAGEMENT, LP | 0.17% | 3.19% | 179,000 | -14,000 | -7.25% | 19,996,090 | Mar 31, 2024 |
EGERTON CAPITAL (UK) LLP | 2.64% | 3.05% | 2,823,697 | 2,823,697 | 100.00% | 315,435,192 | Mar 31, 2024 |
The largest Interactive Brokers Group shareholder by % of total assets is GREENWICH WEALTH MANAGEMENT LLC. The company owns 2.97M shares of Interactive Brokers Group (IBKR), representing 26.44% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
EGERTON CAPITAL (UK) LLP | 2.64% | 3.05% | 2,823,697 | 2,823,697 | 100.00% | 315,435,192 | Mar 31, 2024 |
JPMORGAN CHASE & CO | 3.46% | 0.04% | 3,702,768 | 2,316,739 | 167.15% | 413,636,269 | Mar 31, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 1.38% | 0.19% | 1,479,778 | 1,465,256 | 10089.91% | 165,305,999 | Mar 31, 2024 |
MORGAN STANLEY | 1.71% | 0.02% | 1,830,018 | 850,395 | 86.81% | 204,431,737 | Mar 31, 2024 |
JUNTO CAPITAL MANAGEMENT LP | 0.45% | 1.18% | 477,044 | 477,044 | 100.00% | 53,290,585 | Mar 31, 2024 |
AGF MANAGEMENT LTD | 0.49% | 0.33% | 527,855 | 430,050 | 439.70% | 58,966,682 | Mar 31, 2024 |
GOVERNORS LANE LP | 0.35% | 3.51% | 370,000 | 370,000 | 100.00% | 41,332,700 | Mar 31, 2024 |
CITIGROUP INC | 0.35% | 0.03% | 375,882 | 325,916 | 652.28% | 41,989,778 | Mar 31, 2024 |
BANK OF AMERICA CORP /DE/ | 0.95% | 0.01% | 1,013,650 | 320,276 | 46.19% | 113,234,822,000 | Mar 31, 2024 |
BARES CAPITAL MANAGEMENT, INC. | 2.63% | 12.46% | 2,810,131 | 264,543 | 10.39% | 313,919,734 | Mar 31, 2024 |
RENAISSANCE TECHNOLOGIES LLC | 0.37% | 0.07% | 398,500 | 247,800 | 164.43% | 44,516,000 | Mar 31, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 1.75% | 0.02% | 1,874,442 | 204,571 | 12.25% | 209,432,532 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 0.00% | 178,400 | 178,400 | 100.00% | 19,929,064 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | 0.00% | 170,500 | 170,500 | 100.00% | 19,046,555 | Mar 31, 2024 |
SCOUT INVESTMENTS, INC. | 0.15% | 0.45% | 163,636 | 163,636 | 100.00% | 18,335,413 | Mar 31, 2024 |
EMPOWER ADVISORY GROUP, LLC | 0.63% | 0.28% | 679,253 | 152,446 | 28.94% | 75,879,345 | Mar 31, 2024 |
NOMURA HOLDINGS INC | 0.13% | 0.04% | 140,300 | 140,300 | 100.00% | 15,672,913 | Mar 31, 2024 |
GOVERNORS LANE LP | 0.13% | 1.33% | 140,231 | 140,231 | 100.00% | 15,665,205 | Mar 31, 2024 |
NOMURA HOLDINGS INC | 0.13% | 0.04% | 137,581 | 137,581 | 100.00% | 15,369,174 | Mar 31, 2024 |
RETIREMENT SYSTEMS OF ALABAMA | 0.25% | 0.11% | 265,511 | 131,481 | 98.10% | 29,660,234 | Mar 31, 2024 |
As of Mar 31 2024, Interactive Brokers Group's largest institutional buyer is EGERTON CAPITAL (UK) LLP. The company purchased 2.82M stocks of IBKR, valued at $315.44M.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4.80% | 1.33% | 5,137,616 | -1,170,286 | -18.55% | 573,923,149,000 | Mar 31, 2024 |
MARSHALL WACE, LLP | 1.89% | 0.34% | 2,025,233 | -1,135,901 | -35.93% | 226,238,778 | Mar 31, 2024 |
FMR LLC | 0.69% | 0.01% | 742,895 | -1,032,574 | -58.16% | 82,988,861 | Mar 31, 2024 |
GOLDMAN SACHS GROUP INC | 0.20% | 0.00% | 218,181 | -733,030 | -77.06% | 24,372,966 | Mar 31, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -702,100 | -100.00% | - | Mar 31, 2024 |
ORBIS ALLAN GRAY LTD | 6.66% | 4.77% | 7,129,746 | -639,165 | -8.23% | 796,463,925 | Mar 31, 2024 |
TIMESSQUARE CAPITAL MANAGEMENT, LLC | 0.40% | 0.69% | 423,815 | -384,991 | -47.60% | 47,344,000 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.11% | 0.00% | 115,418 | -321,902 | -73.61% | 12,893,344 | Mar 31, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.07% | 0.00% | 77,728 | -262,868 | -77.18% | 8,682,995 | Mar 31, 2024 |
CORONATION FUND MANAGERS LTD. | 0.88% | 2.85% | 937,193 | -258,986 | -21.65% | 104,693,830 | Mar 31, 2024 |
SELECT EQUITY GROUP, L.P. | - | - | - | -242,022 | -100.00% | - | Mar 31, 2024 |
ASSENAGON ASSET MANAGEMENT S.A. | 0.01% | 0.00% | 11,342 | -232,757 | -95.35% | 1,267,015 | Mar 31, 2024 |
CITADEL ADVISORS LLC | 0.13% | 0.00% | 134,900 | -227,800 | -62.81% | 15,069,679 | Mar 31, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.50% | 0.27% | 531,288 | -198,855 | -27.24% | 59,350,182 | Mar 31, 2024 |
BRIDGEWATER ASSOCIATES, LP | - | - | - | -185,098 | -100.00% | - | Mar 31, 2024 |
BALYASNY ASSET MANAGEMENT L.P. | 0.21% | 0.04% | 227,352 | -177,279 | -43.81% | 25,397,492 | Mar 31, 2024 |
MAN GROUP PLC | 0.04% | 0.01% | 40,061 | -169,820 | -80.91% | 4,475,214 | Mar 31, 2024 |
FIL LTD | 0.99% | 0.12% | 1,060,741 | -150,801 | -12.45% | 118,495,377 | Mar 31, 2024 |
GREENWICH WEALTH MANAGEMENT LLC | 2.78% | 26.44% | 2,971,334 | -146,842 | -4.71% | 331,928,000 | Mar 31, 2024 |
JANE STREET GROUP, LLC | 0.04% | 0.00% | 42,627 | -138,134 | -76.42% | 4,761,863 | Mar 31, 2024 |
As of Mar 31 2024, Interactive Brokers Group's biggest institutional seller is KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC. The company sold -1.17M shares of IBKR, valued at $573.92B.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
EGERTON CAPITAL (UK) LLP | 2.64% | 3.05% | 2,823,697 | 2,823,697 | 100.00% | 315,435,192 | Mar 31, 2024 |
GOVERNORS LANE LP | 0.35% | 3.51% | 370,000 | 370,000 | 100.00% | 41,332,700 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.17% | 0.00% | 178,400 | 178,400 | 100.00% | 19,929,064 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.16% | 0.00% | 170,500 | 170,500 | 100.00% | 19,046,555 | Mar 31, 2024 |
SCOUT INVESTMENTS, INC. | 0.15% | 0.45% | 163,636 | 163,636 | 100.00% | 18,335,413 | Mar 31, 2024 |
NOMURA HOLDINGS INC | 0.13% | 0.04% | 140,300 | 140,300 | 100.00% | 15,672,913 | Mar 31, 2024 |
GOVERNORS LANE LP | 0.13% | 1.33% | 140,231 | 140,231 | 100.00% | 15,665,205 | Mar 31, 2024 |
NOMURA HOLDINGS INC | 0.13% | 0.04% | 137,581 | 137,581 | 100.00% | 15,369,174 | Mar 31, 2024 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.12% | 0.67% | 128,637 | 128,637 | 100.00% | 14,370,039 | Mar 31, 2024 |
ALYESKA INVESTMENT GROUP, L.P. | 0.10% | 0.08% | 111,698 | 111,698 | 100.00% | 12,477,784 | Mar 31, 2024 |
CRAWFORD FUND MANAGEMENT, LLC | 0.06% | 1.77% | 66,200 | 66,200 | 100.00% | 7,395,202 | Mar 31, 2024 |
TAIREN CAPITAL LTD | 0.06% | 0.44% | 63,963 | 63,963 | 100.00% | 7,145,307 | Mar 31, 2024 |
ROVIDA ADVISORS INC. | 0.06% | 2.33% | 60,000 | 60,000 | 100.00% | 6,700,800 | Mar 31, 2024 |
MAWER INVESTMENT MANAGEMENT LTD. | 0.05% | 0.03% | 51,017 | 51,017 | 100.00% | 5,699,109 | Mar 31, 2024 |
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO | 0.05% | 0.67% | 50,015 | 50,015 | 100.00% | 5,587,185 | Mar 31, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | 0.04% | 0.23% | 44,486 | 44,486 | 100.00% | 4,969,531 | Mar 31, 2024 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 0.04% | 0.00% | 43,124 | 43,124 | 100.00% | 4,817,382 | Mar 31, 2024 |
PEAK6 INVESTMENTS LLC | 0.04% | 0.01% | 40,700 | 40,700 | 100.00% | 4,546,597 | Mar 31, 2024 |
EXOR CAPITAL LLP | 0.04% | 0.18% | 39,009 | 39,009 | 100.00% | 4,357,695 | Mar 31, 2024 |
MIURA GLOBAL MANAGEMENT, LLC | 0.03% | 3.33% | 35,000 | 35,000 | 100.00% | 3,909,850 | Mar 31, 2024 |
FACTORY MUTUAL INSURANCE CO | 0.03% | 0.04% | 30,000 | 30,000 | 100.00% | 3,351,300 | Mar 31, 2024 |
0.03% | 0.02% | 29,444 | 29,444 | 100.00% | 3,289,189 | Mar 31, 2024 | |
CWA ASSET MANAGEMENT GROUP, LLC | 0.03% | 0.20% | 29,162 | 29,162 | 100.00% | 3,257,739 | Mar 31, 2024 |
ATOM INVESTORS LP | 0.03% | 0.40% | 28,902 | 28,902 | 100.00% | 3,228,642 | Mar 31, 2024 |
ENTROPY TECHNOLOGIES, LP | 0.02% | 0.27% | 22,720 | 22,720 | 100.00% | 2,538,051 | Mar 31, 2024 |
BUCK WEALTH STRATEGIES, LLC | 0.02% | 0.79% | 20,484 | 20,484 | 100.00% | 2,288,227 | Mar 31, 2024 |
LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC | 0.01% | 2.25% | 15,800 | 15,800 | 100.00% | 1,765,000 | Mar 31, 2024 |
S&CO INC | 0.01% | 0.11% | 14,000 | 14,000 | 100.00% | 1,563,000 | Mar 31, 2024 |
COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.00% | 13,769 | 13,769 | 100.00% | 1,538,000 | Mar 31, 2024 |
TCW GROUP INC | 0.01% | 0.02% | 13,419 | 13,419 | 100.00% | 1,499,036 | Mar 31, 2024 |
GOULD CAPITAL, LLC | 0.01% | 0.90% | 11,478 | 11,478 | 100.00% | 1,282,207 | Mar 31, 2024 |
PULLEN INVESTMENT MANAGEMENT, LLC | 0.01% | 0.84% | 8,921 | 8,921 | 100.00% | 996,565 | Mar 31, 2024 |
PENSERRA CAPITAL MANAGEMENT LLC | 0.01% | 0.01% | 8,033 | 8,033 | 100.00% | 897,000 | Mar 31, 2024 |
AVIVA PLC | 0.01% | 0.00% | 7,684 | 7,684 | 100.00% | 858,380 | Mar 31, 2024 |
BAIRD FINANCIAL GROUP, INC. | 0.01% | 0.00% | 7,353 | 7,353 | 100.00% | 821,404 | Mar 31, 2024 |
GSA CAPITAL PARTNERS LLP | 0.01% | 0.06% | 7,129 | 7,129 | 100.00% | 796,000 | Mar 31, 2024 |
MOTLEY FOOL ASSET MANAGEMENT LLC | 0.01% | 0.05% | 6,736 | 6,736 | 100.00% | 752,479 | Mar 31, 2024 |
CETERA ADVISORS LLC | 0.00% | 0.00% | 4,679 | 4,679 | 100.00% | 522,691 | Mar 31, 2024 |
XTX TOPCO LTD | 0.00% | 0.06% | 4,048 | 4,048 | 100.00% | 452,202 | Mar 31, 2024 |
WEDBUSH SECURITIES INC | 0.00% | 0.02% | 3,816 | 3,816 | 100.00% | 426,000 | Mar 31, 2024 |
FORA CAPITAL, LLC | 0.00% | 0.03% | 3,617 | 3,617 | 100.00% | 404,055 | Mar 31, 2024 |
ATOMI FINANCIAL GROUP, INC. | 0.00% | 0.04% | 3,597 | 3,597 | 100.00% | 401,821 | Mar 31, 2024 |
KOSHINSKI ASSET MANAGEMENT, INC. | 0.00% | 0.04% | 3,309 | 3,309 | 100.00% | 369,648 | Mar 31, 2024 |
BOYAR ASSET MANAGEMENT INC. | 0.00% | 0.23% | 3,158 | 3,158 | 100.00% | 352,780 | Mar 31, 2024 |
CORTON CAPITAL INC. | 0.00% | 0.12% | 2,953 | 2,953 | 100.00% | 329,880 | Mar 31, 2024 |
SPIDERROCK ADVISORS, LLC | 0.00% | 0.01% | 2,936 | 2,936 | 100.00% | 316,912 | Mar 31, 2024 |
SNOWDEN CAPITAL ADVISORS LLC | 0.00% | 0.01% | 2,921 | 2,921 | 100.00% | 326,305 | Mar 31, 2024 |
MEIJI YASUDA ASSET MANAGEMENT CO LTD. | 0.00% | 0.01% | 2,741 | 2,741 | 100.00% | 306,197 | Mar 31, 2024 |
PEAK6 INVESTMENTS LLC | 0.00% | 0.00% | 2,700 | 2,700 | 100.00% | 301,617 | Mar 31, 2024 |
MJP ASSOCIATES INC /ADV | 0.00% | 0.07% | 2,687 | 2,687 | 100.00% | 300,213 | Mar 31, 2024 |
PRUDENTIAL PLC | 0.00% | 0.00% | 2,510 | 2,510 | 100.00% | 280,392 | Mar 31, 2024 |
JOEL ISAACSON & CO., LLC | 0.00% | 0.01% | 2,388 | 2,388 | 100.00% | 266,809 | Mar 31, 2024 |
KEYBANK NATIONAL ASSOCIATION/OH | 0.00% | 0.00% | 2,342 | 2,342 | 100.00% | 261,625 | Mar 31, 2024 |
CERITY PARTNERS LLC | 0.00% | 0.00% | 2,325 | 2,325 | 100.00% | 259,736 | Mar 31, 2024 |
LIFESTYLE ASSET MANAGEMENT, INC. | 0.00% | 0.15% | 2,223 | 2,223 | 100.00% | 248,331 | Mar 31, 2024 |
THRIVE WEALTH MANAGEMENT, LLC | 0.00% | 0.05% | 2,201 | 2,201 | 100.00% | 245,894 | Mar 31, 2024 |
PANAGORA ASSET MANAGEMENT INC | 0.00% | 0.00% | 2,200 | 2,200 | 100.00% | 245,762 | Mar 31, 2024 |
ARROWMARK COLORADO HOLDINGS LLC | 0.00% | 0.00% | 2,200 | 2,200 | 100.00% | 245,762 | Mar 31, 2024 |
ASB CONSULTORES, LLC | 0.00% | 0.06% | 2,190 | 2,190 | 100.00% | 244,645 | Mar 31, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.00% | 0.00% | 2,115 | 2,115 | 100.00% | 236,296 | Mar 31, 2024 |
FULTON BANK, N.A. | 0.00% | 0.01% | 2,081 | 2,081 | 100.00% | 232,467 | Mar 31, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.01% | 2,072 | 2,072 | 100.00% | 231,463 | Mar 31, 2024 |
180 WEALTH ADVISORS, LLC | 0.00% | 0.04% | 2,009 | 2,009 | 100.00% | 224,425 | Mar 31, 2024 |
CROSS STAFF INVESTMENTS INC | 0.00% | 0.19% | 2,000 | 2,000 | 100.00% | 223,420 | Mar 31, 2024 |
IHT WEALTH MANAGEMENT, LLC | 0.00% | 0.01% | 1,919 | 1,919 | 100.00% | 214,414 | Mar 31, 2024 |
AUREUS ASSET MANAGEMENT, LLC | 0.00% | 0.01% | 1,907 | 1,907 | 100.00% | 213,031 | Mar 31, 2024 |
BOSTON FINANCIAL MANGEMENT LLC | 0.00% | 0.01% | 1,855 | 1,855 | 100.00% | 207,223 | Mar 31, 2024 |
JT STRATFORD LLC | 0.00% | 0.04% | 1,808 | 1,808 | 100.00% | 201,980 | Mar 31, 2024 |
AVANTAX PLANNING PARTNERS, INC. | 0.00% | 0.01% | 1,806 | 1,806 | 100.00% | 201,752 | Mar 31, 2024 |
VIDENT ADVISORY, LLC | 0.00% | 0.00% | 1,801 | 1,801 | 100.00% | 201,190 | Mar 31, 2024 |
0.00% | 0.03% | 1,643 | 1,643 | 100.00% | 197,551 | Mar 31, 2024 | |
FIDELIS CAPITAL PARTNERS, LLC | 0.00% | 0.03% | 1,179 | 1,179 | 100.00% | 222,882 | Mar 31, 2024 |
TOBAM | 0.00% | 0.01% | 834 | 834 | 100.00% | 93,000 | Mar 31, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.00% | 596 | 596 | 100.00% | 66,579 | Mar 31, 2024 |
HARVEST FUND MANAGEMENT CO., LTD | 0.00% | 0.01% | 580 | 580 | 100.00% | 65,000 | Mar 31, 2024 |
CIBC PRIVATE WEALTH GROUP, LLC | 0.00% | 0.00% | 502 | 502 | 100.00% | 56,249,000 | Mar 31, 2024 |
NEMES RUSH GROUP LLC | 0.00% | 0.01% | 368 | 368 | 100.00% | 41,110 | Mar 31, 2024 |
RISE ADVISORS, LLC | 0.00% | 0.02% | 264 | 264 | 100.00% | 29,519 | Mar 31, 2024 |
FORTIS ADVISORS, LLC | 0.00% | 0.02% | 250 | 250 | 100.00% | 27,928 | Mar 31, 2024 |
BOKF, NA | 0.00% | 0.00% | 200 | 200 | 100.00% | 22,410 | Mar 31, 2024 |
COLONIAL TRUST ADVISORS | 0.00% | 0.00% | 168 | 168 | 100.00% | 18,767 | Mar 31, 2024 |
TORTOISE INVESTMENT MANAGEMENT, LLC | 0.00% | 0.00% | 145 | 145 | 100.00% | 16,198 | Mar 31, 2024 |
QUARRY LP | 0.00% | 0.00% | 144 | 144 | 100.00% | 16,086 | Mar 31, 2024 |
AMERICAN NATIONAL BANK | 0.00% | 0.00% | 138 | 138 | 100.00% | 15,416 | Mar 31, 2024 |
CONCURRENT INVESTMENT ADVISORS, LLC | 0.00% | 0.00% | 100 | 100 | 100.00% | 11,171 | Mar 31, 2024 |
ANCORA ADVISORS, LLC | - | 0.00% | 30 | 30 | 100.00% | 3,351,000 | Mar 31, 2024 |
UMB BANK, N.A. | - | - | 28 | 28 | 100.00% | 3,128 | Mar 31, 2024 |
RONALD BLUE TRUST, INC. | - | - | 26 | 26 | 100.00% | 2,904,000 | Mar 31, 2024 |
WEBSTER BANK, N. A. | - | 0.00% | 26 | 26 | 100.00% | 2,904 | Mar 31, 2024 |
SILVER OAK SECURITIES, INCORPORATED | - | 0.00% | 26 | 26 | 100.00% | 2,904 | Mar 31, 2024 |
VALUED WEALTH ADVISORS LLC | - | 0.00% | 24 | 24 | 100.00% | 2,682,000 | Mar 31, 2024 |
FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | 0.00% | 23 | 23 | 100.00% | 2,623,000 | Mar 31, 2024 |
TRUST CO OF VERMONT | - | 0.00% | 19 | 19 | 100.00% | 2,122 | Mar 31, 2024 |
MONTAG A & ASSOCIATES INC | - | 0.00% | 14 | 14 | 100.00% | 1,525,000 | Mar 31, 2024 |
QUEST PARTNERS LLC | - | 0.00% | 13 | 13 | 100.00% | 1,452 | Mar 31, 2024 |
RIGGS ASSET MANAGMENT CO. INC. | - | 0.00% | 2 | 2 | 100.00% | 224 | Mar 31, 2024 |
Interactive Brokers Group's largest new institutional shareholder by number of shares is EGERTON CAPITAL (UK) LLP, purchased 2.82M shares, valued at $315.44M, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HOLOCENE ADVISORS, LP | - | - | - | -702,100 | -100.00% | - | Mar 31, 2024 |
SELECT EQUITY GROUP, L.P. | - | - | - | -242,022 | -100.00% | - | Mar 31, 2024 |
BRIDGEWATER ASSOCIATES, LP | - | - | - | -185,098 | -100.00% | - | Mar 31, 2024 |
UNISPHERE ESTABLISHMENT | - | - | - | -122,500 | -100.00% | - | Mar 31, 2024 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | - | - | - | -94,589 | -100.00% | - | Mar 31, 2024 |
NATIXIS | - | - | - | -79,217 | -100.00% | - | Mar 31, 2024 |
TWO SIGMA INVESTMENTS, LP | - | - | - | -47,800 | -100.00% | - | Mar 31, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -41,598 | -100.00% | - | Mar 31, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -35,829 | -100.00% | - | Mar 31, 2024 |
CUMBERLAND PARTNERS LTD | - | - | - | -32,500 | -100.00% | - | Mar 31, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -29,654 | -100.00% | - | Mar 31, 2024 |
QUINN OPPORTUNITY PARTNERS LLC | - | - | - | -23,754 | -100.00% | - | Mar 31, 2024 |
LECAP ASSET MANAGEMENT LTD | - | - | - | -23,042 | -100.00% | - | Mar 31, 2024 |
DARWIN WEALTH MANAGEMENT, LLC | - | - | - | -19,246 | -100.00% | - | Mar 31, 2024 |
SCIENCAST MANAGEMENT LP | - | - | - | -16,518 | -100.00% | - | Mar 31, 2024 |
VERSOR INVESTMENTS LP | - | - | - | -15,300 | -100.00% | - | Mar 31, 2024 |
AXQ CAPITAL, LP | - | - | - | -9,200 | -100.00% | - | Mar 31, 2024 |
GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -9,095 | -100.00% | - | Mar 31, 2024 |
BANCO SANTANDER, S.A. | - | - | - | -7,331 | -100.00% | - | Mar 31, 2024 |
FOX RUN MANAGEMENT, L.L.C. | - | - | - | -7,046 | -100.00% | - | Mar 31, 2024 |
RETIREMENT PLANNING CO OF NEW ENGLAND, INC. | - | - | - | -6,940 | -100.00% | - | Mar 31, 2024 |
GTS SECURITIES LLC | - | - | - | -6,777 | -100.00% | - | Mar 31, 2024 |
SAPIENT CAPITAL LLC | - | - | - | -5,987 | -100.00% | - | Mar 31, 2024 |
CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -5,957 | -100.00% | - | Mar 31, 2024 |
BLUESHIFT ASSET MANAGEMENT, LLC | - | - | - | -5,164 | -100.00% | - | Mar 31, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | - | - | - | -5,155 | -100.00% | - | Mar 31, 2024 |
IBEX INVESTORS LLC | - | - | - | -4,961 | -100.00% | - | Mar 31, 2024 |
AVESTAR CAPITAL, LLC | - | - | - | -4,720 | -100.00% | - | Mar 31, 2024 |
QUADRATURE CAPITAL LTD | - | - | - | -4,432 | -100.00% | - | Mar 31, 2024 |
TWO SIGMA SECURITIES, LLC | - | - | - | -3,900 | -100.00% | - | Mar 31, 2024 |
SYSTEMATIC PORTFOLIOS LLC | - | - | - | -2,701 | -100.00% | - | Mar 31, 2024 |
CUTLER GROUP LLC / CA | - | - | - | -2,600 | -100.00% | - | Mar 31, 2024 |
MEEDER ASSET MANAGEMENT INC | - | - | - | -2,535 | -100.00% | - | Mar 31, 2024 |
OSSIAM | - | - | - | -1,648 | -100.00% | - | Mar 31, 2024 |
KAPITALO INVESTIMENTOS LTDA | - | - | - | -480 | -100.00% | - | Mar 31, 2024 |
HEADLANDS TECHNOLOGIES LLC | - | - | - | -386 | -100.00% | - | Mar 31, 2024 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | - | - | - | -299 | -100.00% | - | Mar 31, 2024 |
VIMA LLC | - | - | - | -270 | -100.00% | - | Mar 31, 2024 |
LM ADVISORS LLC | - | - | - | -160 | -100.00% | - | Mar 31, 2024 |
VITALSTONE FINANCIAL, LLC | - | - | - | -87 | -100.00% | - | Mar 31, 2024 |
PARK PLACE CAPITAL CORP | - | - | - | -81 | -100.00% | - | Mar 31, 2024 |
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS | - | - | - | -75 | -100.00% | - | Mar 31, 2024 |
TURTLE CREEK WEALTH ADVISORS, LLC | - | - | - | -64 | -100.00% | - | Mar 31, 2024 |
LAFFER TENGLER INVESTMENTS | - | - | - | -29 | -100.00% | - | Mar 31, 2024 |
GRADIENT INVESTMENTS LLC | - | - | - | -25 | -100.00% | - | Mar 31, 2024 |
FOSTER DYKEMA CABOT & PARTNERS, LLC | - | - | - | -4 | -100.00% | - | Mar 31, 2024 |
GLASSMAN WEALTH SERVICES | - | - | - | -2 | -100.00% | - | Mar 31, 2024 |
Interactive Brokers Group's largest sold out institutional shareholder by shares sold is HOLOCENE ADVISORS, LP, sold -0.70M shares, valued at -, as of undefined.
Interactive Brokers Group Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
FOXBY CORP. | 2.23% | 3,900 | 3,900 | - | Dec 31, 2023 |
AMG FUNDS | 2.09% | 233,200 | - | - | Jan 31, 2024 |
DIVIDEND & INCOME FUND | 1.75% | 76,000 | 76,000 | - | Dec 31, 2023 |
Tax-Managed Value Portfolio | 0.93% | 90,310 | - | - | Jan 31, 2024 |
CALDWELL & ORKIN FUNDS INC | 0.75% | 10,200 | 6,500 | 175.68% | Jan 31, 2024 |
VIRTUS EQUITY TRUST | 0.42% | 2,289,852 | -92,089 | -3.87% | Dec 29, 2023 |
COPLEY FUND INC /NV/ | 0.37% | 5,000 | - | - | Nov 30, 2022 |
Gabelli ETFs Trust | 0.28% | 3,700 | - | - | Dec 29, 2023 |
SPDR S&P MIDCAP 400 ETF TRUST | 0.23% | 867,566 | -8,981 | -1.02% | Dec 29, 2023 |
HEARTLAND GROUP INC | 0.17% | 98,510 | - | - | Mar 31, 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 |
VANGUARD VALLEY FORGE FUNDS | 0.14% | 70,881 | - | - | Dec 31, 2023 |
EATON VANCE SPECIAL INVESTMENT TRUST | 0.14% | 155,560 | - | - | Jan 31, 2024 |
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST | 0.14% | 225,779 | - | - | Mar 31, 2024 |
GABELLI ASSET FUND | 0.09% | 31,700 | -800 | -2.46% | Dec 29, 2023 |
Absolute Shares Trust | 0.08% | 23,656 | - | - | Dec 31, 2023 |
Transparent Value Trust | 0.06% | 1,012 | 769 | 316.46% | Dec 31, 2023 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.05% | 120,136 | - | - | Dec 31, 2023 |
VANGUARD ADMIRAL FUNDS | 0.05% | 217,936 | -4,594 | -2.06% | Feb 29, 2024 |
Federated Hermes Index Trust | 0.05% | 10,746 | -832 | -7.19% | Jan 31, 2024 |
NEUBERGER BERMAN EQUITY FUNDS | 0.05% | 472,275 | 47,734 | 11.24% | Feb 29, 2024 |
Midas Series Trust | 0.05% | 1,900 | 1,900 | - | Dec 31, 2023 |
Collaborative Investment Series Trust | 0.04% | 7,216 | - | - | Dec 31, 2023 |
GABELLI EQUITY SERIES FUNDS INC | 0.04% | 32,200 | - | - | Dec 29, 2023 |
BARON SELECT FUNDS | 0.04% | 437,500 | -200 | -0.05% | Dec 31, 2023 |
GABELLI EQUITY TRUST INC | 0.03% | 41,200 | -2,521 | -5.77% | Dec 29, 2023 |
VIRTUS VARIABLE INSURANCE TRUST | 0.03% | 49,373 | -1,000 | -1.99% | Dec 29, 2023 |
REYNOLDS FUNDS INC | 0.03% | 300 | -200 | -40.00% | Mar 31, 2024 |
EATON VANCE GROWTH TRUST | 0.02% | 65,679 | 65,679 | - | Feb 29, 2024 |
Federated Hermes MDT Series | 0.02% | 56,783 | - | - | Jan 31, 2024 |
VANGUARD INDEX FUNDS | 0.02% | 10,345,922 | 1,710,318 | 19.81% | Dec 31, 2023 |
Northern Lights Variable Trust | 0.02% | 22,121 | - | - | Dec 31, 2023 |
Calvert Responsible Index Series, Inc. | 0.02% | 35,579 | 59 | 0.17% | Dec 31, 2023 |
Weiss Strategic Interval Fund | 0.02% | 64,358 | 64,358 | - | Sep 30, 2022 |
GPS Funds II | 0.02% | 171,500 | - | - | Dec 31, 2023 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.02% | 1,068 | 106 | 11.02% | Dec 31, 2023 |
PUTNAM ASSET ALLOCATION FUNDS | 0.02% | 35,444 | - | - | Feb 29, 2024 |
VALUE LINE CAPITAL APPRECIATION FUND INC | 0.02% | 30,000 | - | - | Dec 31, 2023 |
SYNTAX ETF TRUST | 0.02% | 507 | 74 | 17.09% | Dec 31, 2023 |
Fidelity Commonwealth Trust II | 0.01% | 94,568 | -19,468 | -17.07% | Aug 31, 2023 |
Fidelity Central Investment Portfolios LLC | 0.01% | 271,300 | - | - | Feb 29, 2024 |
GABELLI DIVIDEND & INCOME TRUST | 0.01% | 23,249 | - | - | Dec 29, 2023 |
AMG Funds IV | 0.01% | 33,608 | - | - | Jan 31, 2024 |
VANGUARD HORIZON FUNDS | 0.01% | 235,034 | - | - | Dec 31, 2023 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 2,433 | - | - | Dec 31, 2023 |
Listed Funds Trust | 0.01% | 4,611 | - | - | Feb 29, 2024 |
Humankind Benefit Corp | 0.01% | 215 | 27 | 14.36% | Dec 31, 2023 |
Calvert Variable Products, Inc. | 0.01% | 23,629 | -362 | -1.51% | Dec 31, 2023 |
PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.01% | 2,200 | 2,200 | - | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.01% | 5,523 | - | - | Mar 31, 2024 |
BlackRock ETF Trust | 0.01% | 7,482 | -1,799 | -19.38% | Jan 31, 2024 |
AMERICAN CENTURY VARIABLE PORTFOLIOS INC | 0.01% | 18,495 | - | - | Dec 31, 2023 |
FIDELITY COMMONWEALTH TRUST | 0.01% | 23,643 | 372 | 1.60% | Feb 29, 2024 |
BAILLIE GIFFORD FUNDS | 0.01% | 79,425 | - | - | Dec 29, 2023 |
John Hancock Exchange-Traded Fund Trust | 0.01% | 42,274 | 717 | 1.73% | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND III | 0.01% | 55,554 | 454 | 0.82% | Dec 31, 2023 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.01% | 22,771 | -33,857 | -59.79% | Jan 31, 2024 |
CENTAUR MUTUAL FUNDS TRUST | 0.01% | 870 | - | - | Jan 31, 2024 |
Virtus ETF Trust II | 0.01% | 7,330 | -501 | -6.40% | Jan 31, 2024 |
FIDELITY CONCORD STREET TRUST | 0.00% | 1,003,298 | 28,244 | 2.90% | Feb 29, 2024 |
FIDELITY PURITAN TRUST | 0.00% | 248,790 | -121,297 | -32.78% | Feb 29, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 18,065 | 15,631 | 642.19% | Dec 31, 2023 |
FIDELITY DEVONSHIRE TRUST | 0.00% | 41,707 | -13,600 | -24.59% | Jan 31, 2024 |
VARIABLE INSURANCE PRODUCTS FUND | 0.00% | 68,604 | -2,196 | -3.10% | Dec 31, 2023 |
JNL VARIABLE FUND LLC | 0.00% | 21,286 | -1,023 | -4.59% | Mar 31, 2020 |
SCHWARTZ INVESTMENT TRUST | 0.00% | 20,000 | - | - | Dec 31, 2023 |
SCHWAB STRATEGIC TRUST | 0.00% | 615,779 | 610,223 | 10983.14% | Feb 29, 2024 |
AGF Investments Trust | 0.00% | -114 | - | - | Dec 31, 2023 |
Goldman Sachs ETF Trust II | 0.00% | 3,424 | 9 | 0.26% | Feb 29, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,180 | -1 | -0.05% | Sep 30, 2023 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 248,015 | 11,016 | 4.65% | Jan 31, 2024 |
SARATOGA ADVANTAGE TRUST | 0.00% | 181 | - | - | Feb 29, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.00% | 1,612 | 525 | 48.30% | Sep 30, 2020 |
SHELTON FUNDS | 0.00% | 4,615 | -154 | -3.23% | Feb 29, 2024 |
VICTORY PORTFOLIOS | 0.00% | 82,043 | -4,647 | -5.36% | Dec 31, 2023 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 5,497 | - | - | Mar 31, 2024 |
UNIFIED SERIES TRUST | 0.00% | 10,237 | 3,618 | 54.66% | Feb 29, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 67,793 | - | - | Dec 31, 2023 |
PUTNAM VARIABLE TRUST | 0.00% | 50,731 | - | - | Dec 31, 2023 |
RYDEX VARIABLE TRUST | 0.00% | 2,644 | 1,745 | 194.10% | Dec 31, 2023 |
FIDELITY SELECT PORTFOLIOS | 0.00% | 139,300 | 3,900 | 2.88% | Feb 29, 2024 |
TIMOTHY PLAN | 0.00% | 9,704 | - | - | Mar 31, 2024 |
Gabelli Healthcare & WellnessRx Trust | 0.00% | 225 | - | - | Dec 29, 2023 |
AdvisorShares Trust | 0.00% | 5,355 | - | - | Dec 29, 2023 |
PFM Multi-Manager Series Trust | 0.00% | 1,500 | - | - | Dec 31, 2023 |
Guggenheim Variable Funds Trust | 0.00% | 6,831 | 4,638 | 211.49% | Dec 31, 2023 |
DEUTSCHE DWS INSTITUTIONAL FUNDS | 0.00% | 484 | - | - | Dec 31, 2023 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 63,172 | -1,221 | -1.90% | Dec 31, 2023 |
ETF Managers Trust | 0.00% | 10,985 | - | - | Dec 31, 2023 |
FIDELITY ADVISOR SERIES I | 0.00% | 236,763 | -10,214 | -4.14% | Feb 29, 2024 |
AMERICAN PENSION INVESTORS TRUST | 0.00% | 7,250 | - | - | Jan 31, 2024 |
Invesco Exchange-Traded Self-Indexed Fund Trust | 0.00% | 269,022 | 87,556 | 48.25% | Feb 29, 2024 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.00% | 355 | - | - | Dec 31, 2023 |
EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 6,672 | 37 | 0.56% | Feb 29, 2024 |
VANGUARD QUANTITATIVE FUNDS | 0.00% | 10,423 | - | - | Dec 31, 2023 |
Guardian Variable Products Trust | 0.00% | 19,878 | 840 | 4.41% | Dec 31, 2023 |
NATIONWIDE VARIABLE INSURANCE TRUST | 0.00% | 160,692 | 36,833 | 29.74% | Dec 31, 2023 |
OHIO NATIONAL FUND INC | 0.00% | 22,915 | -954 | -4.00% | Dec 31, 2023 |
Innovator ETFs Trust | 0.00% | 4,608 | 3,376 | 274.03% | Jan 31, 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
Date | Holdings | Change % |
---|---|---|
31 Mar, 24 | 506 | 10.24% |
31 Dec, 23 | 459 | 4.32% |
30 Sep, 23 | 440 | 3.77% |
30 Jun, 23 | 424 | -3.42% |
31 Mar, 23 | 439 | 6.81% |
31 Dec, 22 | 411 | 20.88% |
30 Sep, 22 | 340 | -1.16% |
30 Jun, 22 | 344 | 0.88% |
31 Mar, 22 | 341 | -1.45% |
31 Dec, 21 | 346 | 6.79% |
30 Sep, 21 | 324 | -4.71% |
30 Jun, 21 | 340 | 3.34% |
31 Mar, 21 | 329 | 14.63% |
31 Dec, 20 | 287 | 5.51% |
30 Sep, 20 | 272 | 4.21% |
30 Jun, 20 | 261 | 11.06% |
31 Mar, 20 | 235 | -8.91% |
31 Dec, 19 | 258 | 1.57% |
30 Sep, 19 | 254 | -1.93% |
30 Jun, 19 | 259 | -1.52% |
31 Mar, 19 | 263 | 1.54% |
31 Dec, 18 | 259 | -6.83% |
30 Sep, 18 | 278 | -8.55% |
30 Jun, 18 | 304 | 7.42% |
31 Mar, 18 | 283 | 4.81% |
31 Dec, 17 | 270 | 22.73% |
30 Sep, 17 | 220 | 4.27% |
30 Jun, 17 | 211 | -9.44% |
31 Mar, 17 | 233 | -0.43% |
31 Dec, 16 | 234 | 8.84% |
30 Sep, 16 | 215 | -6.52% |
30 Jun, 16 | 230 | 10.05% |
31 Mar, 16 | 209 | -5.86% |
31 Dec, 15 | 222 | 3.26% |
30 Sep, 15 | 215 | 4.37% |
30 Jun, 15 | 206 | 9.57% |
31 Mar, 15 | 188 | 10.59% |
31 Dec, 14 | 170 | 1.80% |
30 Sep, 14 | 167 | -0.60% |
30 Jun, 14 | 168 | -2.33% |
31 Mar, 14 | 172 | 1.18% |
31 Dec, 13 | 170 | 4.29% |
30 Sep, 13 | 163 | 9.40% |
30 Jun, 13 | 149 | 186.54% |
31 Mar, 13 | 52 | -11.86% |
31 Dec, 12 | 59 | 9.26% |
30 Sep, 12 | 54 | -20.59% |
30 Jun, 12 | 68 | -2.86% |
31 Mar, 12 | 70 | -7.89% |
31 Dec, 11 | 76 | 31.03% |
30 Sep, 11 | 58 | 1.75% |
30 Jun, 11 | 57 | 11.76% |
31 Mar, 11 | 51 | 18.60% |
31 Dec, 10 | 43 | 10.26% |
30 Sep, 10 | 39 | 8.33% |
30 Jun, 10 | 36 | 5.88% |
31 Mar, 10 | 34 | 6.25% |
31 Dec, 09 | 32 | -27.27% |
30 Sep, 09 | 44 | -6.38% |
30 Jun, 09 | 47 | -2.08% |
31 Mar, 09 | 48 | -9.43% |
31 Dec, 08 | 53 | -3.64% |
30 Sep, 08 | 55 | 10.00% |
30 Jun, 08 | 50 | 8.70% |
31 Mar, 08 | 46 | 35.29% |
31 Dec, 07 | 34 | 78.95% |
30 Sep, 07 | 19 | -9.52% |
30 Jun, 07 | 21 | 2000.00% |
31 Mar, 07 | 1 | - |
As of 31 Mar 24, 506 institutions are holding Interactive Brokers Group's shares, representing an increase of 10.24% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
31 Mar, 24 | 92,472,267 | 0.21% |
31 Dec, 23 | 92,274,564 | 1.07% |
30 Sep, 23 | 91,294,090 | 1.22% |
30 Jun, 23 | 90,192,452 | -0.76% |
31 Mar, 23 | 90,886,101 | -1.24% |
31 Dec, 22 | 92,031,883 | -0.02% |
30 Sep, 22 | 92,053,517 | 6.45% |
30 Jun, 22 | 86,473,117 | -0.04% |
31 Mar, 22 | 86,510,282 | 1.34% |
31 Dec, 21 | 85,366,487 | 4.35% |
30 Sep, 21 | 81,806,959 | 2.22% |
30 Jun, 21 | 80,031,417 | 1.22% |
31 Mar, 21 | 79,069,332 | 2.33% |
31 Dec, 20 | 77,266,379 | 14.53% |
30 Sep, 20 | 67,466,706 | -2.55% |
30 Jun, 20 | 69,232,786 | -0.00% |
31 Mar, 20 | 69,235,033 | 0.10% |
31 Dec, 19 | 69,165,745 | 2.50% |
30 Sep, 19 | 67,477,907 | 1.04% |
30 Jun, 19 | 66,784,611 | 0.90% |
31 Mar, 19 | 66,187,695 | 3.10% |
31 Dec, 18 | 64,197,332 | 1.69% |
30 Sep, 18 | 63,127,744 | 2.59% |
30 Jun, 18 | 61,533,670 | -1.30% |
31 Mar, 18 | 62,341,807 | -4.78% |
31 Dec, 17 | 65,469,712 | 0.62% |
30 Sep, 17 | 65,067,490 | 5.25% |
30 Jun, 17 | 61,821,799 | 4.91% |
31 Mar, 17 | 58,927,462 | 4.76% |
31 Dec, 16 | 56,249,088 | -0.95% |
30 Sep, 16 | 56,785,917 | -0.93% |
30 Jun, 16 | 57,321,476 | -0.81% |
31 Mar, 16 | 57,790,067 | 10.35% |
31 Dec, 15 | 52,370,948 | 3.00% |
30 Sep, 15 | 50,844,138 | 7.84% |
30 Jun, 15 | 47,146,376 | 2.46% |
31 Mar, 15 | 46,013,418 | 3.17% |
31 Dec, 14 | 44,601,322 | 2.00% |
30 Sep, 14 | 43,726,813 | 2.37% |
30 Jun, 14 | 42,712,995 | -1.90% |
31 Mar, 14 | 43,539,930 | 6.32% |
31 Dec, 13 | 40,952,569 | 6.41% |
30 Sep, 13 | 38,486,621 | 6.37% |
30 Jun, 13 | 36,182,202 | 152.63% |
31 Mar, 13 | 14,321,966 | -25.43% |
31 Dec, 12 | 19,205,811 | 63.36% |
30 Sep, 12 | 11,756,489 | -45.75% |
30 Jun, 12 | 21,670,309 | 21.30% |
31 Mar, 12 | 17,865,257 | 0.09% |
31 Dec, 11 | 17,848,798 | 17.68% |
30 Sep, 11 | 15,167,514 | -24.88% |
30 Jun, 11 | 20,191,802 | 26.91% |
31 Mar, 11 | 15,910,640 | 3.61% |
31 Dec, 10 | 15,356,837 | -9.42% |
30 Sep, 10 | 16,954,630 | 15.68% |
30 Jun, 10 | 14,656,071 | 3.57% |
31 Mar, 10 | 14,151,240 | -16.12% |
31 Dec, 09 | 16,870,287 | 18.84% |
30 Sep, 09 | 14,195,888 | 2.92% |
30 Jun, 09 | 13,792,679 | -24.35% |
31 Mar, 09 | 18,233,198 | -10.80% |
31 Dec, 08 | 20,440,077 | 48.70% |
30 Sep, 08 | 13,745,751 | -5.04% |
30 Jun, 08 | 14,475,689 | 24.67% |
31 Mar, 08 | 11,611,472 | -7.52% |
31 Dec, 07 | 12,556,255 | -14.31% |
30 Sep, 07 | 14,653,064 | -3.05% |
30 Jun, 07 | 15,114,693 | 11604.20% |
31 Mar, 07 | 129,139 | - |
Interactive Brokers Group (IBKR) has 92.47M shares outstanding as of 31 Mar 24, up 0.21% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
31 Mar, 24 | 86.41% | 1.16% |
31 Dec, 23 | 86.20% | 1.11% |
30 Sep, 23 | 88.13% | 4.59% |
30 Jun, 23 | 43.80% | 2.25% |
31 Mar, 23 | 44.14% | 2.21% |
31 Dec, 22 | 44.69% | 2.24% |
30 Sep, 22 | 44.70% | 2.53% |
30 Jun, 22 | 41.99% | 2.38% |
31 Mar, 22 | 42.01% | 2.44% |
31 Dec, 21 | 41.46% | 2.63% |
30 Sep, 21 | 39.73% | 2.63% |
30 Jun, 21 | 38.87% | 2.64% |
31 Mar, 21 | 38.40% | 2.73% |
31 Dec, 20 | 37.52% | 3.50% |
30 Sep, 20 | 32.76% | 2.90% |
30 Jun, 20 | 33.62% | 2.97% |
31 Mar, 20 | 33.62% | 2.98% |
31 Dec, 19 | 33.59% | 3.13% |
30 Sep, 19 | 32.77% | 3.12% |
30 Jun, 19 | 32.43% | 3.14% |
31 Mar, 19 | 32.14% | 3.31% |
31 Dec, 18 | 31.18% | 3.32% |
30 Sep, 18 | 30.66% | 3.43% |
30 Jun, 18 | 29.88% | 3.26% |
31 Mar, 18 | 30.28% | 2.99% |
31 Dec, 17 | 31.79% | 3.18% |
30 Sep, 17 | 31.60% | 3.51% |
30 Jun, 17 | 30.02% | 3.67% |
31 Mar, 17 | 28.62% | 3.84% |
31 Dec, 16 | 27.32% | 3.59% |
30 Sep, 16 | 27.58% | 3.56% |
30 Jun, 16 | 27.84% | 3.53% |
31 Mar, 16 | 28.06% | 4.34% |
31 Dec, 15 | 25.43% | 4.17% |
30 Sep, 15 | 24.69% | 4.71% |
30 Jun, 15 | 22.90% | 4.59% |
31 Mar, 15 | 22.35% | 4.76% |
31 Dec, 14 | 21.66% | 4.80% |
30 Sep, 14 | 21.24% | 4.94% |
30 Jun, 14 | 20.74% | 4.64% |
31 Mar, 14 | 21.14% | 5.35% |
31 Dec, 13 | 19.89% | 5.69% |
30 Sep, 13 | 18.69% | 6.05% |
30 Jun, 13 | 17.57% | 36.32% |
31 Mar, 13 | 6.96% | 8.00% |
31 Dec, 12 | 9.33% | 28.61% |
30 Sep, 12 | 5.71% | 5.15% |
30 Jun, 12 | 10.52% | 13.98% |
31 Mar, 12 | 8.68% | 11.55% |
31 Dec, 11 | 8.67% | 15.98% |
30 Sep, 11 | 7.37% | 7.66% |
30 Jun, 11 | 9.81% | 16.42% |
31 Mar, 11 | 7.73% | 13.89% |
31 Dec, 10 | 7.46% | 11.00% |
30 Sep, 10 | 8.23% | 16.25% |
30 Jun, 10 | 7.12% | 15.07% |
31 Mar, 10 | 6.87% | 10.24% |
31 Dec, 09 | 8.19% | 17.24% |
30 Sep, 09 | 6.89% | 15.37% |
30 Jun, 09 | 6.70% | 8.54% |
31 Mar, 09 | 8.85% | 8.99% |
31 Dec, 08 | 9.93% | 22.28% |
30 Sep, 08 | 6.68% | 13.51% |
30 Jun, 08 | 7.03% | 22.11% |
31 Mar, 08 | 5.64% | 15.17% |
31 Dec, 07 | 6.10% | 12.04% |
30 Sep, 07 | 7.12% | 13.21% |
30 Jun, 07 | 7.34% | 186669.86% |
31 Mar, 07 | 0.06% | - |
As of 31 Mar 24, Interactive Brokers Group is held by 86.41% institutional shareholders, representing a 1.16% growth compared to 31 Dec 23.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
31 Mar, 24 | 257 | 12.23% |
31 Dec, 23 | 229 | 8.02% |
30 Sep, 23 | 212 | 6.53% |
30 Jun, 23 | 199 | -16.74% |
31 Mar, 23 | 239 | -4.02% |
31 Dec, 22 | 249 | 23.27% |
30 Sep, 22 | 202 | 6.88% |
30 Jun, 22 | 189 | 3.28% |
31 Mar, 22 | 183 | 0.55% |
31 Dec, 21 | 182 | 4.60% |
30 Sep, 21 | 174 | -9.38% |
30 Jun, 21 | 192 | 9.09% |
31 Mar, 21 | 176 | 20.55% |
31 Dec, 20 | 146 | 11.45% |
30 Sep, 20 | 131 | -5.76% |
30 Jun, 20 | 139 | 19.83% |
31 Mar, 20 | 116 | -0.85% |
31 Dec, 19 | 117 | -1.68% |
30 Sep, 19 | 119 | 6.25% |
30 Jun, 19 | 112 | -10.40% |
31 Mar, 19 | 125 | 1.63% |
31 Dec, 18 | 123 | -19.61% |
30 Sep, 18 | 153 | -7.27% |
30 Jun, 18 | 165 | 5.10% |
31 Mar, 18 | 157 | 6.80% |
31 Dec, 17 | 147 | 23.53% |
30 Sep, 17 | 119 | 13.33% |
30 Jun, 17 | 105 | -14.63% |
31 Mar, 17 | 123 | 14.95% |
31 Dec, 16 | 107 | -3.60% |
30 Sep, 16 | 111 | -13.28% |
30 Jun, 16 | 128 | 20.75% |
31 Mar, 16 | 106 | -6.19% |
31 Dec, 15 | 113 | -7.38% |
30 Sep, 15 | 122 | 9.91% |
30 Jun, 15 | 111 | 4.72% |
31 Mar, 15 | 106 | 27.71% |
31 Dec, 14 | 83 | 18.57% |
30 Sep, 14 | 70 | -6.67% |
30 Jun, 14 | 75 | -2.60% |
31 Mar, 14 | 77 | -7.23% |
31 Dec, 13 | 83 | -12.63% |
30 Sep, 13 | 95 | -5.94% |
30 Jun, 13 | 101 | 158.97% |
31 Mar, 13 | 39 | 30.00% |
31 Dec, 12 | 30 | 11.11% |
30 Sep, 12 | 27 | -3.57% |
30 Jun, 12 | 28 | -24.32% |
31 Mar, 12 | 37 | -19.57% |
31 Dec, 11 | 46 | 39.39% |
30 Sep, 11 | 33 | -10.81% |
30 Jun, 11 | 37 | 8.82% |
31 Mar, 11 | 34 | 25.93% |
31 Dec, 10 | 27 | 50.00% |
30 Sep, 10 | 18 | 20.00% |
30 Jun, 10 | 15 | - |
31 Mar, 10 | 15 | - |
31 Dec, 09 | 15 | -25.00% |
30 Sep, 09 | 20 | -16.67% |
30 Jun, 09 | 24 | 9.09% |
31 Mar, 09 | 22 | -37.14% |
31 Dec, 08 | 35 | 2.94% |
30 Sep, 08 | 34 | 6.25% |
30 Jun, 08 | 32 | - |
31 Mar, 08 | 32 | 3.23% |
31 Dec, 07 | 31 | 121.43% |
30 Sep, 07 | 14 | -33.33% |
30 Jun, 07 | 21 | 2000.00% |
31 Mar, 07 | 1 | - |
257 institutional shareholders have increased their position in IBKR stock as of 31 Mar 24 compared to 229 in the previous quarter (a 12.23% increase).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
31 Mar, 24 | 164 | 6.49% |
31 Dec, 23 | 154 | 2.67% |
30 Sep, 23 | 150 | -0.66% |
30 Jun, 23 | 151 | 11.85% |
31 Mar, 23 | 135 | 27.36% |
31 Dec, 22 | 106 | 15.22% |
30 Sep, 22 | 92 | -10.68% |
30 Jun, 22 | 103 | 0.98% |
31 Mar, 22 | 102 | 4.08% |
31 Dec, 21 | 98 | 27.27% |
30 Sep, 21 | 77 | -3.75% |
30 Jun, 21 | 80 | -14.89% |
31 Mar, 21 | 94 | 11.90% |
31 Dec, 20 | 84 | 7.69% |
30 Sep, 20 | 78 | 16.42% |
30 Jun, 20 | 67 | 3.08% |
31 Mar, 20 | 65 | -17.72% |
31 Dec, 19 | 79 | 5.33% |
30 Sep, 19 | 75 | -9.64% |
30 Jun, 19 | 83 | -2.35% |
31 Mar, 19 | 85 | -1.16% |
31 Dec, 18 | 86 | 24.64% |
30 Sep, 18 | 69 | -19.77% |
30 Jun, 18 | 86 | 6.17% |
31 Mar, 18 | 81 | 12.50% |
31 Dec, 17 | 72 | 44.00% |
30 Sep, 17 | 50 | -12.28% |
30 Jun, 17 | 57 | -3.39% |
31 Mar, 17 | 59 | -16.90% |
31 Dec, 16 | 71 | 18.33% |
30 Sep, 16 | 60 | 13.21% |
30 Jun, 16 | 53 | -10.17% |
31 Mar, 16 | 59 | -10.61% |
31 Dec, 15 | 66 | 26.92% |
30 Sep, 15 | 52 | -5.45% |
30 Jun, 15 | 55 | 14.58% |
31 Mar, 15 | 48 | 11.63% |
31 Dec, 14 | 43 | -17.31% |
30 Sep, 14 | 52 | 20.93% |
30 Jun, 14 | 43 | -28.33% |
31 Mar, 14 | 60 | 20.00% |
31 Dec, 13 | 50 | 61.29% |
30 Sep, 13 | 31 | 55.00% |
30 Jun, 13 | 20 | 300.00% |
31 Mar, 13 | 5 | -70.59% |
31 Dec, 12 | 17 | 41.67% |
30 Sep, 12 | 12 | -45.45% |
30 Jun, 12 | 22 | 4.76% |
31 Mar, 12 | 21 | 40.00% |
31 Dec, 11 | 15 | -16.67% |
30 Sep, 11 | 18 | 63.64% |
30 Jun, 11 | 11 | 37.50% |
31 Mar, 11 | 8 | 33.33% |
31 Dec, 10 | 6 | -40.00% |
30 Sep, 10 | 10 | - |
30 Jun, 10 | 10 | 25.00% |
31 Mar, 10 | 8 | - |
31 Dec, 09 | 8 | -38.46% |
30 Sep, 09 | 13 | 8.33% |
30 Jun, 09 | 12 | -33.33% |
31 Mar, 09 | 18 | 80.00% |
31 Dec, 08 | 10 | -23.08% |
30 Sep, 08 | 13 | 44.44% |
30 Jun, 08 | 9 | - |
31 Mar, 08 | 9 | 800.00% |
31 Dec, 07 | 1 | -80.00% |
30 Sep, 07 | 5 | - |
30 Jun, 07 | - | - |
31 Mar, 07 | - | - |
164 institutional shareholders have reduced their position in IBKR stock as of 31 Mar 24 compared to 154 in the previous quarter (a 6.49% increase).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
31 Mar, 24 | 506 | 10.24% | 92,472,267 | 0.21% | 86.41% | 1.16% | 257 | 12.23% | 164 | 6.49% |
31 Dec, 23 | 459 | 4.32% | 92,274,564 | 1.07% | 86.20% | 1.11% | 229 | 8.02% | 154 | 2.67% |
30 Sep, 23 | 440 | 3.77% | 91,294,090 | 1.22% | 88.13% | 4.59% | 212 | 6.53% | 150 | -0.66% |
30 Jun, 23 | 424 | -3.42% | 90,192,452 | -0.76% | 43.80% | 2.25% | 199 | -16.74% | 151 | 11.85% |
31 Mar, 23 | 439 | 6.81% | 90,886,101 | -1.24% | 44.14% | 2.21% | 239 | -4.02% | 135 | 27.36% |
31 Dec, 22 | 411 | 20.88% | 92,031,883 | -0.02% | 44.69% | 2.24% | 249 | 23.27% | 106 | 15.22% |
30 Sep, 22 | 340 | -1.16% | 92,053,517 | 6.45% | 44.70% | 2.53% | 202 | 6.88% | 92 | -10.68% |
30 Jun, 22 | 344 | 0.88% | 86,473,117 | -0.04% | 41.99% | 2.38% | 189 | 3.28% | 103 | 0.98% |
31 Mar, 22 | 341 | -1.45% | 86,510,282 | 1.34% | 42.01% | 2.44% | 183 | 0.55% | 102 | 4.08% |
31 Dec, 21 | 346 | 6.79% | 85,366,487 | 4.35% | 41.46% | 2.63% | 182 | 4.60% | 98 | 27.27% |
30 Sep, 21 | 324 | -4.71% | 81,806,959 | 2.22% | 39.73% | 2.63% | 174 | -9.38% | 77 | -3.75% |
30 Jun, 21 | 340 | 3.34% | 80,031,417 | 1.22% | 38.87% | 2.64% | 192 | 9.09% | 80 | -14.89% |
31 Mar, 21 | 329 | 14.63% | 79,069,332 | 2.33% | 38.40% | 2.73% | 176 | 20.55% | 94 | 11.90% |
31 Dec, 20 | 287 | 5.51% | 77,266,379 | 14.53% | 37.52% | 3.50% | 146 | 11.45% | 84 | 7.69% |
30 Sep, 20 | 272 | 4.21% | 67,466,706 | -2.55% | 32.76% | 2.90% | 131 | -5.76% | 78 | 16.42% |
30 Jun, 20 | 261 | 11.06% | 69,232,786 | -0.00% | 33.62% | 2.97% | 139 | 19.83% | 67 | 3.08% |
31 Mar, 20 | 235 | -8.91% | 69,235,033 | 0.10% | 33.62% | 2.98% | 116 | -0.85% | 65 | -17.72% |
31 Dec, 19 | 258 | 1.57% | 69,165,745 | 2.50% | 33.59% | 3.13% | 117 | -1.68% | 79 | 5.33% |
30 Sep, 19 | 254 | -1.93% | 67,477,907 | 1.04% | 32.77% | 3.12% | 119 | 6.25% | 75 | -9.64% |
30 Jun, 19 | 259 | -1.52% | 66,784,611 | 0.90% | 32.43% | 3.14% | 112 | -10.40% | 83 | -2.35% |
31 Mar, 19 | 263 | 1.54% | 66,187,695 | 3.10% | 32.14% | 3.31% | 125 | 1.63% | 85 | -1.16% |
31 Dec, 18 | 259 | -6.83% | 64,197,332 | 1.69% | 31.18% | 3.32% | 123 | -19.61% | 86 | 24.64% |
30 Sep, 18 | 278 | -8.55% | 63,127,744 | 2.59% | 30.66% | 3.43% | 153 | -7.27% | 69 | -19.77% |
30 Jun, 18 | 304 | 7.42% | 61,533,670 | -1.30% | 29.88% | 3.26% | 165 | 5.10% | 86 | 6.17% |
31 Mar, 18 | 283 | 4.81% | 62,341,807 | -4.78% | 30.28% | 2.99% | 157 | 6.80% | 81 | 12.50% |
31 Dec, 17 | 270 | 22.73% | 65,469,712 | 0.62% | 31.79% | 3.18% | 147 | 23.53% | 72 | 44.00% |
30 Sep, 17 | 220 | 4.27% | 65,067,490 | 5.25% | 31.60% | 3.51% | 119 | 13.33% | 50 | -12.28% |
30 Jun, 17 | 211 | -9.44% | 61,821,799 | 4.91% | 30.02% | 3.67% | 105 | -14.63% | 57 | -3.39% |
31 Mar, 17 | 233 | -0.43% | 58,927,462 | 4.76% | 28.62% | 3.84% | 123 | 14.95% | 59 | -16.90% |
31 Dec, 16 | 234 | 8.84% | 56,249,088 | -0.95% | 27.32% | 3.59% | 107 | -3.60% | 71 | 18.33% |
30 Sep, 16 | 215 | -6.52% | 56,785,917 | -0.93% | 27.58% | 3.56% | 111 | -13.28% | 60 | 13.21% |
30 Jun, 16 | 230 | 10.05% | 57,321,476 | -0.81% | 27.84% | 3.53% | 128 | 20.75% | 53 | -10.17% |
31 Mar, 16 | 209 | -5.86% | 57,790,067 | 10.35% | 28.06% | 4.34% | 106 | -6.19% | 59 | -10.61% |
31 Dec, 15 | 222 | 3.26% | 52,370,948 | 3.00% | 25.43% | 4.17% | 113 | -7.38% | 66 | 26.92% |
30 Sep, 15 | 215 | 4.37% | 50,844,138 | 7.84% | 24.69% | 4.71% | 122 | 9.91% | 52 | -5.45% |
30 Jun, 15 | 206 | 9.57% | 47,146,376 | 2.46% | 22.90% | 4.59% | 111 | 4.72% | 55 | 14.58% |
31 Mar, 15 | 188 | 10.59% | 46,013,418 | 3.17% | 22.35% | 4.76% | 106 | 27.71% | 48 | 11.63% |
31 Dec, 14 | 170 | 1.80% | 44,601,322 | 2.00% | 21.66% | 4.80% | 83 | 18.57% | 43 | -17.31% |
30 Sep, 14 | 167 | -0.60% | 43,726,813 | 2.37% | 21.24% | 4.94% | 70 | -6.67% | 52 | 20.93% |
30 Jun, 14 | 168 | -2.33% | 42,712,995 | -1.90% | 20.74% | 4.64% | 75 | -2.60% | 43 | -28.33% |
31 Mar, 14 | 172 | 1.18% | 43,539,930 | 6.32% | 21.14% | 5.35% | 77 | -7.23% | 60 | 20.00% |
31 Dec, 13 | 170 | 4.29% | 40,952,569 | 6.41% | 19.89% | 5.69% | 83 | -12.63% | 50 | 61.29% |
30 Sep, 13 | 163 | 9.40% | 38,486,621 | 6.37% | 18.69% | 6.05% | 95 | -5.94% | 31 | 55.00% |
30 Jun, 13 | 149 | 186.54% | 36,182,202 | 152.63% | 17.57% | 36.32% | 101 | 158.97% | 20 | 300.00% |
31 Mar, 13 | 52 | -11.86% | 14,321,966 | -25.43% | 6.96% | 8.00% | 39 | 30.00% | 5 | -70.59% |
31 Dec, 12 | 59 | 9.26% | 19,205,811 | 63.36% | 9.33% | 28.61% | 30 | 11.11% | 17 | 41.67% |
30 Sep, 12 | 54 | -20.59% | 11,756,489 | -45.75% | 5.71% | 5.15% | 27 | -3.57% | 12 | -45.45% |
30 Jun, 12 | 68 | -2.86% | 21,670,309 | 21.30% | 10.52% | 13.98% | 28 | -24.32% | 22 | 4.76% |
31 Mar, 12 | 70 | -7.89% | 17,865,257 | 0.09% | 8.68% | 11.55% | 37 | -19.57% | 21 | 40.00% |
31 Dec, 11 | 76 | 31.03% | 17,848,798 | 17.68% | 8.67% | 15.98% | 46 | 39.39% | 15 | -16.67% |
30 Sep, 11 | 58 | 1.75% | 15,167,514 | -24.88% | 7.37% | 7.66% | 33 | -10.81% | 18 | 63.64% |
30 Jun, 11 | 57 | 11.76% | 20,191,802 | 26.91% | 9.81% | 16.42% | 37 | 8.82% | 11 | 37.50% |
31 Mar, 11 | 51 | 18.60% | 15,910,640 | 3.61% | 7.73% | 13.89% | 34 | 25.93% | 8 | 33.33% |
31 Dec, 10 | 43 | 10.26% | 15,356,837 | -9.42% | 7.46% | 11.00% | 27 | 50.00% | 6 | -40.00% |
30 Sep, 10 | 39 | 8.33% | 16,954,630 | 15.68% | 8.23% | 16.25% | 18 | 20.00% | 10 | - |
30 Jun, 10 | 36 | 5.88% | 14,656,071 | 3.57% | 7.12% | 15.07% | 15 | - | 10 | 25.00% |
31 Mar, 10 | 34 | 6.25% | 14,151,240 | -16.12% | 6.87% | 10.24% | 15 | - | 8 | - |
31 Dec, 09 | 32 | -27.27% | 16,870,287 | 18.84% | 8.19% | 17.24% | 15 | -25.00% | 8 | -38.46% |
30 Sep, 09 | 44 | -6.38% | 14,195,888 | 2.92% | 6.89% | 15.37% | 20 | -16.67% | 13 | 8.33% |
30 Jun, 09 | 47 | -2.08% | 13,792,679 | -24.35% | 6.70% | 8.54% | 24 | 9.09% | 12 | -33.33% |
31 Mar, 09 | 48 | -9.43% | 18,233,198 | -10.80% | 8.85% | 8.99% | 22 | -37.14% | 18 | 80.00% |
31 Dec, 08 | 53 | -3.64% | 20,440,077 | 48.70% | 9.93% | 22.28% | 35 | 2.94% | 10 | -23.08% |
30 Sep, 08 | 55 | 10.00% | 13,745,751 | -5.04% | 6.68% | 13.51% | 34 | 6.25% | 13 | 44.44% |
30 Jun, 08 | 50 | 8.70% | 14,475,689 | 24.67% | 7.03% | 22.11% | 32 | - | 9 | - |
31 Mar, 08 | 46 | 35.29% | 11,611,472 | -7.52% | 5.64% | 15.17% | 32 | 3.23% | 9 | 800.00% |
31 Dec, 07 | 34 | 78.95% | 12,556,255 | -14.31% | 6.10% | 12.04% | 31 | 121.43% | 1 | -80.00% |
30 Sep, 07 | 19 | -9.52% | 14,653,064 | -3.05% | 7.12% | 13.21% | 14 | -33.33% | 5 | - |
30 Jun, 07 | 21 | 2000.00% | 15,114,693 | 11604.20% | 7.34% | 186669.86% | 21 | 2000.00% | - | - |
31 Mar, 07 | 1 | - | 129,139 | - | 0.06% | - | 1 | - | - | - |
Interactive Brokers Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
The last insider sell of Interactive Brokers Group's stock was made by Nemser Earl H on Feb 23 2024, selling 5,000 shares at $104.86 per share (valued at $524.30K).
Interactive Brokers Group Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q2 2024 | 1 | - | - |
Q1 2024 | - | 69 | - |
Q4 2023 | 13 | 83 | 15.66% |
Q3 2023 | 4 | 62 | 6.45% |
Q2 2023 | - | 11 | - |
Q1 2023 | - | 34 | - |
Q4 2022 | 15 | 120 | 12.50% |
Q3 2022 | 1 | 36 | 2.78% |
Q2 2022 | 5 | 139 | 3.60% |
Q1 2022 | - | 173 | - |
Q4 2021 | 15 | 265 | 5.66% |
Q3 2021 | 1 | 170 | 0.59% |
Q2 2021 | - | 130 | - |
Q1 2021 | - | 404 | - |
Q4 2020 | 10 | 216 | 4.63% |
Q3 2020 | 1 | 24 | 4.17% |
Q2 2020 | - | 7 | - |
Q4 2019 | 6 | - | - |
Q2 2019 | - | 4 | - |
Q4 2018 | 6 | 2 | 300.00% |
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
Date | Buy | Sell | Buy/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
Who Owns Interactive Brokers Group?
Interactive Brokers Group is owned by institutional shareholders (86.41%), insiders (3.18%), and public (10.41%). The largest institutional shareholder of Interactive Brokers Group is VANGUARD GROUP INC (9.04% of total shares) and the top mutual fund owner is FOXBY CORP. (2.23% of total shares).
Who are the major institutional shareholders of Interactive Brokers Group?
Interactive Brokers Group's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., ORBIS ALLAN GRAY LTD, KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC, and JPMORGAN CHASE & CO. The top five shareholders own together 32.46% of the company's share outstanding.
How many Interactive Brokers Group shareholders are there?
As of Mar 2024, there are 506 institutional shareholders of Interactive Brokers Group.
What percentage of Interactive Brokers Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 9.68M shares of Interactive Brokers Group, representing 9.04% of the company's total shares outstanding, valued at $1.08B (as of Mar 2024).
What percentage of Interactive Brokers Group is owned by BLACKROCK INC?
As of Mar 2024, BLACKROCK INC holds 9.09M shares of Interactive Brokers Group (IBKR), compromising 8.49% of the company, valued at $1.02B.
What percentage of Interactive Brokers Group is owned by ORBIS ALLAN GRAY LTD?
ORBIS ALLAN GRAY LTD is the third largest holder of Interactive Brokers Group. The company owns 7.13M of the company's shares outstanding (worth $796.46M).