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


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC9.04%0.02%9,677,465-12,591-0.13%1,081,069,615Mar 31, 2024
BLACKROCK INC.8.49%0.02%9,091,28371,0980.79%1,015,587,252Mar 31, 2024
ORBIS ALLAN GRAY LTD6.66%4.77%7,129,746-639,165-8.23%796,463,925Mar 31, 2024
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4.80%1.33%5,137,616-1,170,286-18.55%573,923,149,000Mar 31, 2024
JPMORGAN CHASE & CO3.46%0.04%3,702,7682,316,739167.15%413,636,269Mar 31, 2024
CANTILLON CAPITAL MANAGEMENT LLC3.42%2.57%3,655,704-73,165-1.96%408,378,694Mar 31, 2024
STATE STREET CORP2.98%0.02%3,190,38095,4293.08%356,397,350Mar 31, 2024
GREENWICH WEALTH MANAGEMENT LLC2.78%26.44%2,971,334-146,842-4.71%331,928,000Mar 31, 2024
EGERTON CAPITAL (UK) LLP2.64%3.05%2,823,6972,823,697100.00%315,435,192Mar 31, 2024
BARES CAPITAL MANAGEMENT, INC.2.63%12.46%2,810,131264,54310.39%313,919,734Mar 31, 2024
MARSHALL WACE, LLP1.89%0.34%2,025,233-1,135,901-35.93%226,238,778Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.75%0.02%1,874,442204,57112.25%209,432,532Mar 31, 2024
MORGAN STANLEY1.71%0.02%1,830,018850,39586.81%204,431,737Mar 31, 2024
JARISLOWSKY, FRASER LTD1.60%1.10%1,710,286-101,518-5.60%191,056,000Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC1.38%0.19%1,479,7781,465,25610089.91%165,305,999Mar 31, 2024
NEUBERGER BERMAN GROUP LLC1.17%0.12%1,249,65229,1772.39%139,573,283Mar 31, 2024
FIL LTD0.99%0.12%1,060,741-150,801-12.45%118,495,377Mar 31, 2024
BANK OF AMERICA CORP /DE/0.95%0.01%1,013,650320,27646.19%113,234,822,000Mar 31, 2024
BANK OF NEW YORK MELLON CORP0.92%0.02%980,14014,1141.46%109,491,440Mar 31, 2024
CORONATION FUND MANAGERS LTD.0.88%2.85%937,193-258,986-21.65%104,693,830Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
GREENWICH WEALTH MANAGEMENT LLC2.78%26.44%2,971,334-146,842-4.71%331,928,000Mar 31, 2024
OAKCLIFF CAPITAL PARTNERS, LP0.28%20.26%302,647-37,000-10.89%33,808,696Mar 31, 2024
BROOKTREE CAPITAL MANAGEMENT0.14%13.08%151,875-6,198-3.92%16,965,956Mar 31, 2024
BARES CAPITAL MANAGEMENT, INC.2.63%12.46%2,810,131264,54310.39%313,919,734Mar 31, 2024
ANCIENT ART, L.P.0.51%12.42%550,174--61,459,938Mar 31, 2024
RV CAPITAL AG0.29%9.25%309,947--34,624,179Mar 31, 2024
LANSING MANAGEMENT LP0.07%8.42%77,58355,771255.69%8,666,797Mar 31, 2024
ABRAMS BISON INVESTMENTS, LLC0.76%8.11%813,000-99,000-10.86%90,820,230Mar 31, 2024
BRONTE CAPITAL MANAGEMENT PTY LTD.0.79%7.68%842,4256,2310.75%94,107,297Mar 31, 2024
FIRETRAIL INVESTMENTS PTY LTD0.07%7.04%76,558-1,341-1.72%8,552,294Mar 31, 2024
HUDSON WAY CAPITAL MANAGEMENT LLC0.31%6.75%331,017109,66949.55%36,977,909Mar 31, 2024
ORBIS ALLAN GRAY LTD6.66%4.77%7,129,746-639,165-8.23%796,463,925Mar 31, 2024
AWH CAPITAL, L.P.0.04%4.63%45,000-12,162-21.28%5,026,950Mar 31, 2024
BLACKBARN CAPITAL PARTNERS LP0.06%3.79%60,000-60,000-50.00%6,702,600Mar 31, 2024
GOVERNORS LANE LP0.35%3.51%370,000370,000100.00%41,332,700Mar 31, 2024
OWLS NEST PARTNERS IA, LLC0.11%3.44%116,331-25,518-17.99%12,995,336Mar 31, 2024
MIURA GLOBAL MANAGEMENT, LLC0.03%3.33%35,00035,000100.00%3,909,850Mar 31, 2024
O'BRIEN GREENE & CO. INC0.08%3.20%87,0819311.08%9,727,850Mar 31, 2024
WOODSON CAPITAL MANAGEMENT, LP0.17%3.19%179,000-14,000-7.25%19,996,090Mar 31, 2024
EGERTON CAPITAL (UK) LLP2.64%3.05%2,823,6972,823,697100.00%315,435,192Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
EGERTON CAPITAL (UK) LLP2.64%3.05%2,823,6972,823,697100.00%315,435,192Mar 31, 2024
JPMORGAN CHASE & CO3.46%0.04%3,702,7682,316,739167.15%413,636,269Mar 31, 2024
VOYA INVESTMENT MANAGEMENT LLC1.38%0.19%1,479,7781,465,25610089.91%165,305,999Mar 31, 2024
MORGAN STANLEY1.71%0.02%1,830,018850,39586.81%204,431,737Mar 31, 2024
JUNTO CAPITAL MANAGEMENT LP0.45%1.18%477,044477,044100.00%53,290,585Mar 31, 2024
AGF MANAGEMENT LTD0.49%0.33%527,855430,050439.70%58,966,682Mar 31, 2024
GOVERNORS LANE LP0.35%3.51%370,000370,000100.00%41,332,700Mar 31, 2024
CITIGROUP INC0.35%0.03%375,882325,916652.28%41,989,778Mar 31, 2024
BANK OF AMERICA CORP /DE/0.95%0.01%1,013,650320,27646.19%113,234,822,000Mar 31, 2024
BARES CAPITAL MANAGEMENT, INC.2.63%12.46%2,810,131264,54310.39%313,919,734Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.37%0.07%398,500247,800164.43%44,516,000Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC1.75%0.02%1,874,442204,57112.25%209,432,532Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.17%0.00%178,400178,400100.00%19,929,064Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.16%0.00%170,500170,500100.00%19,046,555Mar 31, 2024
SCOUT INVESTMENTS, INC.0.15%0.45%163,636163,636100.00%18,335,413Mar 31, 2024
EMPOWER ADVISORY GROUP, LLC0.63%0.28%679,253152,44628.94%75,879,345Mar 31, 2024
NOMURA HOLDINGS INC0.13%0.04%140,300140,300100.00%15,672,913Mar 31, 2024
GOVERNORS LANE LP0.13%1.33%140,231140,231100.00%15,665,205Mar 31, 2024
NOMURA HOLDINGS INC0.13%0.04%137,581137,581100.00%15,369,174Mar 31, 2024
RETIREMENT SYSTEMS OF ALABAMA0.25%0.11%265,511131,48198.10%29,660,234Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC4.80%1.33%5,137,616-1,170,286-18.55%573,923,149,000Mar 31, 2024
MARSHALL WACE, LLP1.89%0.34%2,025,233-1,135,901-35.93%226,238,778Mar 31, 2024
FMR LLC0.69%0.01%742,895-1,032,574-58.16%82,988,861Mar 31, 2024
GOLDMAN SACHS GROUP INC0.20%0.00%218,181-733,030-77.06%24,372,966Mar 31, 2024
HOLOCENE ADVISORS, LP----702,100-100.00%-Mar 31, 2024
ORBIS ALLAN GRAY LTD6.66%4.77%7,129,746-639,165-8.23%796,463,925Mar 31, 2024
TIMESSQUARE CAPITAL MANAGEMENT, LLC0.40%0.69%423,815-384,991-47.60%47,344,000Mar 31, 2024
CITADEL ADVISORS LLC0.11%0.00%115,418-321,902-73.61%12,893,344Mar 31, 2024
MILLENNIUM MANAGEMENT LLC0.07%0.00%77,728-262,868-77.18%8,682,995Mar 31, 2024
CORONATION FUND MANAGERS LTD.0.88%2.85%937,193-258,986-21.65%104,693,830Mar 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%1,267,015Mar 31, 2024
CITADEL ADVISORS LLC0.13%0.00%134,900-227,800-62.81%15,069,679Mar 31, 2024
JACOBS LEVY EQUITY MANAGEMENT, INC0.50%0.27%531,288-198,855-27.24%59,350,182Mar 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%25,397,492Mar 31, 2024
MAN GROUP PLC0.04%0.01%40,061-169,820-80.91%4,475,214Mar 31, 2024
FIL LTD0.99%0.12%1,060,741-150,801-12.45%118,495,377Mar 31, 2024
GREENWICH WEALTH MANAGEMENT LLC2.78%26.44%2,971,334-146,842-4.71%331,928,000Mar 31, 2024
JANE STREET GROUP, LLC0.04%0.00%42,627-138,134-76.42%4,761,863Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
EGERTON CAPITAL (UK) LLP2.64%3.05%2,823,6972,823,697100.00%315,435,192Mar 31, 2024
GOVERNORS LANE LP0.35%3.51%370,000370,000100.00%41,332,700Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.17%0.00%178,400178,400100.00%19,929,064Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.16%0.00%170,500170,500100.00%19,046,555Mar 31, 2024
SCOUT INVESTMENTS, INC.0.15%0.45%163,636163,636100.00%18,335,413Mar 31, 2024
NOMURA HOLDINGS INC0.13%0.04%140,300140,300100.00%15,672,913Mar 31, 2024
GOVERNORS LANE LP0.13%1.33%140,231140,231100.00%15,665,205Mar 31, 2024
NOMURA HOLDINGS INC0.13%0.04%137,581137,581100.00%15,369,174Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.12%0.67%128,637128,637100.00%14,370,039Mar 31, 2024
ALYESKA INVESTMENT GROUP, L.P.0.10%0.08%111,698111,698100.00%12,477,784Mar 31, 2024
CRAWFORD FUND MANAGEMENT, LLC0.06%1.77%66,20066,200100.00%7,395,202Mar 31, 2024
TAIREN CAPITAL LTD0.06%0.44%63,96363,963100.00%7,145,307Mar 31, 2024
ROVIDA ADVISORS INC.0.06%2.33%60,00060,000100.00%6,700,800Mar 31, 2024
MAWER INVESTMENT MANAGEMENT LTD.0.05%0.03%51,01751,017100.00%5,699,109Mar 31, 2024
W.G. SHAHEEN & ASSOCIATES DBA WHITNEY & CO0.05%0.67%50,01550,015100.00%5,587,185Mar 31, 2024
CINCTIVE CAPITAL MANAGEMENT LP0.04%0.23%44,48644,486100.00%4,969,531Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.04%0.00%43,12443,124100.00%4,817,382Mar 31, 2024
PEAK6 INVESTMENTS LLC0.04%0.01%40,70040,700100.00%4,546,597Mar 31, 2024
EXOR CAPITAL LLP0.04%0.18%39,00939,009100.00%4,357,695Mar 31, 2024
MIURA GLOBAL MANAGEMENT, LLC0.03%3.33%35,00035,000100.00%3,909,850Mar 31, 2024
FACTORY MUTUAL INSURANCE CO0.03%0.04%30,00030,000100.00%3,351,300Mar 31, 2024
0.03%0.02%29,44429,444100.00%3,289,189Mar 31, 2024
CWA ASSET MANAGEMENT GROUP, LLC0.03%0.20%29,16229,162100.00%3,257,739Mar 31, 2024
ATOM INVESTORS LP0.03%0.40%28,90228,902100.00%3,228,642Mar 31, 2024
ENTROPY TECHNOLOGIES, LP0.02%0.27%22,72022,720100.00%2,538,051Mar 31, 2024
BUCK WEALTH STRATEGIES, LLC0.02%0.79%20,48420,484100.00%2,288,227Mar 31, 2024
LEVERAGE PARTNERS ABSOLUTE RETURN FUND SPC0.01%2.25%15,80015,800100.00%1,765,000Mar 31, 2024
S&CO INC0.01%0.11%14,00014,000100.00%1,563,000Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.01%0.00%13,76913,769100.00%1,538,000Mar 31, 2024
TCW GROUP INC0.01%0.02%13,41913,419100.00%1,499,036Mar 31, 2024
GOULD CAPITAL, LLC0.01%0.90%11,47811,478100.00%1,282,207Mar 31, 2024
PULLEN INVESTMENT MANAGEMENT, LLC0.01%0.84%8,9218,921100.00%996,565Mar 31, 2024
PENSERRA CAPITAL MANAGEMENT LLC0.01%0.01%8,0338,033100.00%897,000Mar 31, 2024
AVIVA PLC0.01%0.00%7,6847,684100.00%858,380Mar 31, 2024
BAIRD FINANCIAL GROUP, INC.0.01%0.00%7,3537,353100.00%821,404Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.01%0.06%7,1297,129100.00%796,000Mar 31, 2024
MOTLEY FOOL ASSET MANAGEMENT LLC0.01%0.05%6,7366,736100.00%752,479Mar 31, 2024
CETERA ADVISORS LLC0.00%0.00%4,6794,679100.00%522,691Mar 31, 2024
XTX TOPCO LTD0.00%0.06%4,0484,048100.00%452,202Mar 31, 2024
WEDBUSH SECURITIES INC0.00%0.02%3,8163,816100.00%426,000Mar 31, 2024
FORA CAPITAL, LLC0.00%0.03%3,6173,617100.00%404,055Mar 31, 2024
ATOMI FINANCIAL GROUP, INC.0.00%0.04%3,5973,597100.00%401,821Mar 31, 2024
KOSHINSKI ASSET MANAGEMENT, INC.0.00%0.04%3,3093,309100.00%369,648Mar 31, 2024
BOYAR ASSET MANAGEMENT INC.0.00%0.23%3,1583,158100.00%352,780Mar 31, 2024
CORTON CAPITAL INC.0.00%0.12%2,9532,953100.00%329,880Mar 31, 2024
SPIDERROCK ADVISORS, LLC0.00%0.01%2,9362,936100.00%316,912Mar 31, 2024
SNOWDEN CAPITAL ADVISORS LLC0.00%0.01%2,9212,921100.00%326,305Mar 31, 2024
MEIJI YASUDA ASSET MANAGEMENT CO LTD.0.00%0.01%2,7412,741100.00%306,197Mar 31, 2024
PEAK6 INVESTMENTS LLC0.00%0.00%2,7002,700100.00%301,617Mar 31, 2024
MJP ASSOCIATES INC /ADV0.00%0.07%2,6872,687100.00%300,213Mar 31, 2024
PRUDENTIAL PLC0.00%0.00%2,5102,510100.00%280,392Mar 31, 2024
JOEL ISAACSON & CO., LLC0.00%0.01%2,3882,388100.00%266,809Mar 31, 2024
KEYBANK NATIONAL ASSOCIATION/OH0.00%0.00%2,3422,342100.00%261,625Mar 31, 2024
CERITY PARTNERS LLC0.00%0.00%2,3252,325100.00%259,736Mar 31, 2024
LIFESTYLE ASSET MANAGEMENT, INC.0.00%0.15%2,2232,223100.00%248,331Mar 31, 2024
THRIVE WEALTH MANAGEMENT, LLC0.00%0.05%2,2012,201100.00%245,894Mar 31, 2024
PANAGORA ASSET MANAGEMENT INC0.00%0.00%2,2002,200100.00%245,762Mar 31, 2024
ARROWMARK COLORADO HOLDINGS LLC0.00%0.00%2,2002,200100.00%245,762Mar 31, 2024
ASB CONSULTORES, LLC0.00%0.06%2,1902,190100.00%244,645Mar 31, 2024
AVANTAX ADVISORY SERVICES, INC.0.00%0.00%2,1152,115100.00%236,296Mar 31, 2024
FULTON BANK, N.A.0.00%0.01%2,0812,081100.00%232,467Mar 31, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.01%2,0722,072100.00%231,463Mar 31, 2024
180 WEALTH ADVISORS, LLC0.00%0.04%2,0092,009100.00%224,425Mar 31, 2024
CROSS STAFF INVESTMENTS INC0.00%0.19%2,0002,000100.00%223,420Mar 31, 2024
IHT WEALTH MANAGEMENT, LLC0.00%0.01%1,9191,919100.00%214,414Mar 31, 2024
AUREUS ASSET MANAGEMENT, LLC0.00%0.01%1,9071,907100.00%213,031Mar 31, 2024
BOSTON FINANCIAL MANGEMENT LLC0.00%0.01%1,8551,855100.00%207,223Mar 31, 2024
JT STRATFORD LLC0.00%0.04%1,8081,808100.00%201,980Mar 31, 2024
AVANTAX PLANNING PARTNERS, INC.0.00%0.01%1,8061,806100.00%201,752Mar 31, 2024
VIDENT ADVISORY, LLC0.00%0.00%1,8011,801100.00%201,190Mar 31, 2024
0.00%0.03%1,6431,643100.00%197,551Mar 31, 2024
FIDELIS CAPITAL PARTNERS, LLC0.00%0.03%1,1791,179100.00%222,882Mar 31, 2024
TOBAM0.00%0.01%834834100.00%93,000Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC0.00%0.00%596596100.00%66,579Mar 31, 2024
HARVEST FUND MANAGEMENT CO., LTD0.00%0.01%580580100.00%65,000Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%0.00%502502100.00%56,249,000Mar 31, 2024
NEMES RUSH GROUP LLC0.00%0.01%368368100.00%41,110Mar 31, 2024
RISE ADVISORS, LLC0.00%0.02%264264100.00%29,519Mar 31, 2024
FORTIS ADVISORS, LLC0.00%0.02%250250100.00%27,928Mar 31, 2024
BOKF, NA0.00%0.00%200200100.00%22,410Mar 31, 2024
COLONIAL TRUST ADVISORS0.00%0.00%168168100.00%18,767Mar 31, 2024
TORTOISE INVESTMENT MANAGEMENT, LLC0.00%0.00%145145100.00%16,198Mar 31, 2024
QUARRY LP0.00%0.00%144144100.00%16,086Mar 31, 2024
AMERICAN NATIONAL BANK0.00%0.00%138138100.00%15,416Mar 31, 2024
CONCURRENT INVESTMENT ADVISORS, LLC0.00%0.00%100100100.00%11,171Mar 31, 2024
ANCORA ADVISORS, LLC-0.00%3030100.00%3,351,000Mar 31, 2024
UMB BANK, N.A.--2828100.00%3,128Mar 31, 2024
RONALD BLUE TRUST, INC.--2626100.00%2,904,000Mar 31, 2024
WEBSTER BANK, N. A.-0.00%2626100.00%2,904Mar 31, 2024
SILVER OAK SECURITIES, INCORPORATED-0.00%2626100.00%2,904Mar 31, 2024
VALUED WEALTH ADVISORS LLC-0.00%2424100.00%2,682,000Mar 31, 2024
FINANCIAL GRAVITY ASSET MANAGEMENT, INC.-0.00%2323100.00%2,623,000Mar 31, 2024
TRUST CO OF VERMONT-0.00%1919100.00%2,122Mar 31, 2024
MONTAG A & ASSOCIATES INC-0.00%1414100.00%1,525,000Mar 31, 2024
QUEST PARTNERS LLC-0.00%1313100.00%1,452Mar 31, 2024
RIGGS ASSET MANAGMENT CO. INC.-0.00%22100.00%224Mar 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 AssetsCurrent SharesChange AmountChange %Market ValueDate
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 AssetsTotal SharesChange AmountChange %Date
FOXBY CORP.2.23%3,9003,900-Dec 31, 2023
AMG FUNDS2.09%233,200--Jan 31, 2024
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
VIRTUS EQUITY TRUST0.42%2,289,852-92,089-3.87%Dec 29, 2023
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 TRUST0.23%867,566-8,981-1.02%Dec 29, 2023
HEARTLAND GROUP INC0.17%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 FUNDS0.14%70,881--Dec 31, 2023
EATON VANCE SPECIAL INVESTMENT TRUST0.14%155,560--Jan 31, 2024
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST0.14%225,779--Mar 31, 2024
GABELLI ASSET FUND0.09%31,700-800-2.46%Dec 29, 2023
Absolute Shares Trust0.08%23,656--Dec 31, 2023
Transparent Value Trust0.06%1,012769316.46%Dec 31, 2023
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.05%120,136--Dec 31, 2023
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
Midas Series Trust0.05%1,9001,900-Dec 31, 2023
Collaborative Investment Series Trust0.04%7,216--Dec 31, 2023
GABELLI EQUITY SERIES FUNDS INC0.04%32,200--Dec 29, 2023
BARON SELECT FUNDS0.04%437,500-200-0.05%Dec 31, 2023
GABELLI EQUITY TRUST INC0.03%41,200-2,521-5.77%Dec 29, 2023
VIRTUS VARIABLE INSURANCE TRUST0.03%49,373-1,000-1.99%Dec 29, 2023
REYNOLDS FUNDS INC0.03%300-200-40.00%Mar 31, 2024
EATON VANCE GROWTH TRUST0.02%65,67965,679-Feb 29, 2024
Federated Hermes MDT Series0.02%56,783--Jan 31, 2024
VANGUARD INDEX FUNDS0.02%10,345,9221,710,31819.81%Dec 31, 2023
Northern Lights Variable Trust0.02%22,121--Dec 31, 2023
Calvert Responsible Index Series, Inc.0.02%35,579590.17%Dec 31, 2023
Weiss Strategic Interval Fund0.02%64,35864,358-Sep 30, 2022
GPS Funds II0.02%171,500--Dec 31, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.02%1,06810611.02%Dec 31, 2023
PUTNAM ASSET ALLOCATION FUNDS0.02%35,444--Feb 29, 2024
VALUE LINE CAPITAL APPRECIATION FUND INC0.02%30,000--Dec 31, 2023
SYNTAX ETF TRUST0.02%5077417.09%Dec 31, 2023
Fidelity Commonwealth Trust II0.01%94,568-19,468-17.07%Aug 31, 2023
Fidelity Central Investment Portfolios LLC0.01%271,300--Feb 29, 2024
GABELLI DIVIDEND & INCOME TRUST0.01%23,249--Dec 29, 2023
AMG Funds IV0.01%33,608--Jan 31, 2024
VANGUARD HORIZON FUNDS0.01%235,034--Dec 31, 2023
TIAA SEPARATE ACCOUNT VA 10.01%2,433--Dec 31, 2023
Listed Funds Trust0.01%4,611--Feb 29, 2024
Humankind Benefit Corp0.01%2152714.36%Dec 31, 2023
Calvert Variable Products, Inc.0.01%23,629-362-1.51%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
BlackRock ETF Trust0.01%7,482-1,799-19.38%Jan 31, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC0.01%18,495--Dec 31, 2023
FIDELITY COMMONWEALTH TRUST0.01%23,6433721.60%Feb 29, 2024
BAILLIE GIFFORD FUNDS0.01%79,425--Dec 29, 2023
John Hancock Exchange-Traded Fund Trust0.01%42,2747171.73%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND III0.01%55,5544540.82%Dec 31, 2023
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 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
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%18,06515,631642.19%Dec 31, 2023
FIDELITY DEVONSHIRE TRUST0.00%41,707-13,600-24.59%Jan 31, 2024
VARIABLE INSURANCE PRODUCTS FUND0.00%68,604-2,196-3.10%Dec 31, 2023
JNL VARIABLE FUND LLC0.00%21,286-1,023-4.59%Mar 31, 2020
SCHWARTZ INVESTMENT TRUST0.00%20,000--Dec 31, 2023
SCHWAB STRATEGIC TRUST0.00%615,779610,22310983.14%Feb 29, 2024
AGF Investments Trust0.00%-114--Dec 31, 2023
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
INVESCO EXCHANGE-TRADED FUND TRUST0.00%248,01511,0164.65%Jan 31, 2024
SARATOGA ADVANTAGE TRUST0.00%181--Feb 29, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.00%1,61252548.30%Sep 30, 2020
SHELTON FUNDS0.00%4,615-154-3.23%Feb 29, 2024
VICTORY PORTFOLIOS0.00%82,043-4,647-5.36%Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.00%5,497--Mar 31, 2024
UNIFIED SERIES TRUST0.00%10,2373,61854.66%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%67,793--Dec 31, 2023
PUTNAM VARIABLE TRUST0.00%50,731--Dec 31, 2023
RYDEX VARIABLE TRUST0.00%2,6441,745194.10%Dec 31, 2023
FIDELITY SELECT PORTFOLIOS0.00%139,3003,9002.88%Feb 29, 2024
TIMOTHY PLAN0.00%9,704--Mar 31, 2024
Gabelli Healthcare & WellnessRx Trust0.00%225--Dec 29, 2023
AdvisorShares Trust0.00%5,355--Dec 29, 2023
PFM Multi-Manager Series Trust0.00%1,500--Dec 31, 2023
Guggenheim Variable Funds Trust0.00%6,8314,638211.49%Dec 31, 2023
DEUTSCHE DWS INSTITUTIONAL FUNDS0.00%484--Dec 31, 2023
MUTUAL OF AMERICA INVESTMENT CORP0.00%63,172-1,221-1.90%Dec 31, 2023
ETF Managers Trust0.00%10,985--Dec 31, 2023
FIDELITY ADVISOR SERIES I0.00%236,763-10,214-4.14%Feb 29, 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
BLACKROCK ADVANTAGE GLOBAL FUND, INC.0.00%355--Dec 31, 2023
EXCHANGE TRADED CONCEPTS TRUST0.00%6,672370.56%Feb 29, 2024
VANGUARD QUANTITATIVE FUNDS0.00%10,423--Dec 31, 2023
Guardian Variable Products Trust0.00%19,8788404.41%Dec 31, 2023
NATIONWIDE VARIABLE INSURANCE TRUST0.00%160,69236,83329.74%Dec 31, 2023
OHIO NATIONAL FUND INC0.00%22,915-954-4.00%Dec 31, 2023
Innovator ETFs Trust0.00%4,6083,376274.03%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

DateHoldingsChange %
31 Mar, 2450610.24%
31 Dec, 234594.32%
30 Sep, 234403.77%
30 Jun, 23424-3.42%
31 Mar, 234396.81%
31 Dec, 2241120.88%
30 Sep, 22340-1.16%
30 Jun, 223440.88%
31 Mar, 22341-1.45%
31 Dec, 213466.79%
30 Sep, 21324-4.71%
30 Jun, 213403.34%
31 Mar, 2132914.63%
31 Dec, 202875.51%
30 Sep, 202724.21%
30 Jun, 2026111.06%
31 Mar, 20235-8.91%
31 Dec, 192581.57%
30 Sep, 19254-1.93%
30 Jun, 19259-1.52%
31 Mar, 192631.54%
31 Dec, 18259-6.83%
30 Sep, 18278-8.55%
30 Jun, 183047.42%
31 Mar, 182834.81%
31 Dec, 1727022.73%
30 Sep, 172204.27%
30 Jun, 17211-9.44%
31 Mar, 17233-0.43%
31 Dec, 162348.84%
30 Sep, 16215-6.52%
30 Jun, 1623010.05%
31 Mar, 16209-5.86%
31 Dec, 152223.26%
30 Sep, 152154.37%
30 Jun, 152069.57%
31 Mar, 1518810.59%
31 Dec, 141701.80%
30 Sep, 14167-0.60%
30 Jun, 14168-2.33%
31 Mar, 141721.18%
31 Dec, 131704.29%
30 Sep, 131639.40%
30 Jun, 13149186.54%
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, 117631.03%
30 Sep, 11581.75%
30 Jun, 115711.76%
31 Mar, 115118.60%
31 Dec, 104310.26%
30 Sep, 10398.33%
30 Jun, 10365.88%
31 Mar, 10346.25%
31 Dec, 0932-27.27%
30 Sep, 0944-6.38%
30 Jun, 0947-2.08%
31 Mar, 0948-9.43%
31 Dec, 0853-3.64%
30 Sep, 085510.00%
30 Jun, 08508.70%
31 Mar, 084635.29%
31 Dec, 073478.95%
30 Sep, 0719-9.52%
30 Jun, 07212000.00%
31 Mar, 071-

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

DateShares OutstandingChange %
31 Mar, 2492,472,2670.21%
31 Dec, 2392,274,5641.07%
30 Sep, 2391,294,0901.22%
30 Jun, 2390,192,452-0.76%
31 Mar, 2390,886,101-1.24%
31 Dec, 2292,031,883-0.02%
30 Sep, 2292,053,5176.45%
30 Jun, 2286,473,117-0.04%
31 Mar, 2286,510,2821.34%
31 Dec, 2185,366,4874.35%
30 Sep, 2181,806,9592.22%
30 Jun, 2180,031,4171.22%
31 Mar, 2179,069,3322.33%
31 Dec, 2077,266,37914.53%
30 Sep, 2067,466,706-2.55%
30 Jun, 2069,232,786-0.00%
31 Mar, 2069,235,0330.10%
31 Dec, 1969,165,7452.50%
30 Sep, 1967,477,9071.04%
30 Jun, 1966,784,6110.90%
31 Mar, 1966,187,6953.10%
31 Dec, 1864,197,3321.69%
30 Sep, 1863,127,7442.59%
30 Jun, 1861,533,670-1.30%
31 Mar, 1862,341,807-4.78%
31 Dec, 1765,469,7120.62%
30 Sep, 1765,067,4905.25%
30 Jun, 1761,821,7994.91%
31 Mar, 1758,927,4624.76%
31 Dec, 1656,249,088-0.95%
30 Sep, 1656,785,917-0.93%
30 Jun, 1657,321,476-0.81%
31 Mar, 1657,790,06710.35%
31 Dec, 1552,370,9483.00%
30 Sep, 1550,844,1387.84%
30 Jun, 1547,146,3762.46%
31 Mar, 1546,013,4183.17%
31 Dec, 1444,601,3222.00%
30 Sep, 1443,726,8132.37%
30 Jun, 1442,712,995-1.90%
31 Mar, 1443,539,9306.32%
31 Dec, 1340,952,5696.41%
30 Sep, 1338,486,6216.37%
30 Jun, 1336,182,202152.63%
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, 1117,848,79817.68%
30 Sep, 1115,167,514-24.88%
30 Jun, 1120,191,80226.91%
31 Mar, 1115,910,6403.61%
31 Dec, 1015,356,837-9.42%
30 Sep, 1016,954,63015.68%
30 Jun, 1014,656,0713.57%
31 Mar, 1014,151,240-16.12%
31 Dec, 0916,870,28718.84%
30 Sep, 0914,195,8882.92%
30 Jun, 0913,792,679-24.35%
31 Mar, 0918,233,198-10.80%
31 Dec, 0820,440,07748.70%
30 Sep, 0813,745,751-5.04%
30 Jun, 0814,475,68924.67%
31 Mar, 0811,611,472-7.52%
31 Dec, 0712,556,255-14.31%
30 Sep, 0714,653,064-3.05%
30 Jun, 0715,114,69311604.20%
31 Mar, 07129,139-

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

DateOwnership %Change %
31 Mar, 2486.41%1.16%
31 Dec, 2386.20%1.11%
30 Sep, 2388.13%4.59%
30 Jun, 2343.80%2.25%
31 Mar, 2344.14%2.21%
31 Dec, 2244.69%2.24%
30 Sep, 2244.70%2.53%
30 Jun, 2241.99%2.38%
31 Mar, 2242.01%2.44%
31 Dec, 2141.46%2.63%
30 Sep, 2139.73%2.63%
30 Jun, 2138.87%2.64%
31 Mar, 2138.40%2.73%
31 Dec, 2037.52%3.50%
30 Sep, 2032.76%2.90%
30 Jun, 2033.62%2.97%
31 Mar, 2033.62%2.98%
31 Dec, 1933.59%3.13%
30 Sep, 1932.77%3.12%
30 Jun, 1932.43%3.14%
31 Mar, 1932.14%3.31%
31 Dec, 1831.18%3.32%
30 Sep, 1830.66%3.43%
30 Jun, 1829.88%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%3.84%
31 Dec, 1627.32%3.59%
30 Sep, 1627.58%3.56%
30 Jun, 1627.84%3.53%
31 Mar, 1628.06%4.34%
31 Dec, 1525.43%4.17%
30 Sep, 1524.69%4.71%
30 Jun, 1522.90%4.59%
31 Mar, 1522.35%4.76%
31 Dec, 1421.66%4.80%
30 Sep, 1421.24%4.94%
30 Jun, 1420.74%4.64%
31 Mar, 1421.14%5.35%
31 Dec, 1319.89%5.69%
30 Sep, 1318.69%6.05%
30 Jun, 1317.57%36.32%
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%15.98%
30 Sep, 117.37%7.66%
30 Jun, 119.81%16.42%
31 Mar, 117.73%13.89%
31 Dec, 107.46%11.00%
30 Sep, 108.23%16.25%
30 Jun, 107.12%15.07%
31 Mar, 106.87%10.24%
31 Dec, 098.19%17.24%
30 Sep, 096.89%15.37%
30 Jun, 096.70%8.54%
31 Mar, 098.85%8.99%
31 Dec, 089.93%22.28%
30 Sep, 086.68%13.51%
30 Jun, 087.03%22.11%
31 Mar, 085.64%15.17%
31 Dec, 076.10%12.04%
30 Sep, 077.12%13.21%
30 Jun, 077.34%186669.86%
31 Mar, 070.06%-

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

DateIncreased PositionsChange %
31 Mar, 2425712.23%
31 Dec, 232298.02%
30 Sep, 232126.53%
30 Jun, 23199-16.74%
31 Mar, 23239-4.02%
31 Dec, 2224923.27%
30 Sep, 222026.88%
30 Jun, 221893.28%
31 Mar, 221830.55%
31 Dec, 211824.60%
30 Sep, 21174-9.38%
30 Jun, 211929.09%
31 Mar, 2117620.55%
31 Dec, 2014611.45%
30 Sep, 20131-5.76%
30 Jun, 2013919.83%
31 Mar, 20116-0.85%
31 Dec, 19117-1.68%
30 Sep, 191196.25%
30 Jun, 19112-10.40%
31 Mar, 191251.63%
31 Dec, 18123-19.61%
30 Sep, 18153-7.27%
30 Jun, 181655.10%
31 Mar, 181576.80%
31 Dec, 1714723.53%
30 Sep, 1711913.33%
30 Jun, 17105-14.63%
31 Mar, 1712314.95%
31 Dec, 16107-3.60%
30 Sep, 16111-13.28%
30 Jun, 1612820.75%
31 Mar, 16106-6.19%
31 Dec, 15113-7.38%
30 Sep, 151229.91%
30 Jun, 151114.72%
31 Mar, 1510627.71%
31 Dec, 148318.57%
30 Sep, 1470-6.67%
30 Jun, 1475-2.60%
31 Mar, 1477-7.23%
31 Dec, 1383-12.63%
30 Sep, 1395-5.94%
30 Jun, 13101158.97%
31 Mar, 133930.00%
31 Dec, 123011.11%
30 Sep, 1227-3.57%
30 Jun, 1228-24.32%
31 Mar, 1237-19.57%
31 Dec, 114639.39%
30 Sep, 1133-10.81%
30 Jun, 11378.82%
31 Mar, 113425.93%
31 Dec, 102750.00%
30 Sep, 101820.00%
30 Jun, 1015-
31 Mar, 1015-
31 Dec, 0915-25.00%
30 Sep, 0920-16.67%
30 Jun, 09249.09%
31 Mar, 0922-37.14%
31 Dec, 08352.94%
30 Sep, 08346.25%
30 Jun, 0832-
31 Mar, 08323.23%
31 Dec, 0731121.43%
30 Sep, 0714-33.33%
30 Jun, 07212000.00%
31 Mar, 071-

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

DateReduced PositionsChange %
31 Mar, 241646.49%
31 Dec, 231542.67%
30 Sep, 23150-0.66%
30 Jun, 2315111.85%
31 Mar, 2313527.36%
31 Dec, 2210615.22%
30 Sep, 2292-10.68%
30 Jun, 221030.98%
31 Mar, 221024.08%
31 Dec, 219827.27%
30 Sep, 2177-3.75%
30 Jun, 2180-14.89%
31 Mar, 219411.90%
31 Dec, 20847.69%
30 Sep, 207816.42%
30 Jun, 20673.08%
31 Mar, 2065-17.72%
31 Dec, 19795.33%
30 Sep, 1975-9.64%
30 Jun, 1983-2.35%
31 Mar, 1985-1.16%
31 Dec, 188624.64%
30 Sep, 1869-19.77%
30 Jun, 18866.17%
31 Mar, 188112.50%
31 Dec, 177244.00%
30 Sep, 1750-12.28%
30 Jun, 1757-3.39%
31 Mar, 1759-16.90%
31 Dec, 167118.33%
30 Sep, 166013.21%
30 Jun, 1653-10.17%
31 Mar, 1659-10.61%
31 Dec, 156626.92%
30 Sep, 1552-5.45%
30 Jun, 155514.58%
31 Mar, 154811.63%
31 Dec, 1443-17.31%
30 Sep, 145220.93%
30 Jun, 1443-28.33%
31 Mar, 146020.00%
31 Dec, 135061.29%
30 Sep, 133155.00%
30 Jun, 1320300.00%
31 Mar, 135-70.59%
31 Dec, 121741.67%
30 Sep, 1212-45.45%
30 Jun, 12224.76%
31 Mar, 122140.00%
31 Dec, 1115-16.67%
30 Sep, 111863.64%
30 Jun, 111137.50%
31 Mar, 11833.33%
31 Dec, 106-40.00%
30 Sep, 1010-
30 Jun, 101025.00%
31 Mar, 108-
31 Dec, 098-38.46%
30 Sep, 09138.33%
30 Jun, 0912-33.33%
31 Mar, 091880.00%
31 Dec, 0810-23.08%
30 Sep, 081344.44%
30 Jun, 089-
31 Mar, 089800.00%
31 Dec, 071-80.00%
30 Sep, 075-
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

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 2450610.24%92,472,2670.21%86.41%1.16%25712.23%1646.49%
31 Dec, 234594.32%92,274,5641.07%86.20%1.11%2298.02%1542.67%
30 Sep, 234403.77%91,294,0901.22%88.13%4.59%2126.53%150-0.66%
30 Jun, 23424-3.42%90,192,452-0.76%43.80%2.25%199-16.74%15111.85%
31 Mar, 234396.81%90,886,101-1.24%44.14%2.21%239-4.02%13527.36%
31 Dec, 2241120.88%92,031,883-0.02%44.69%2.24%24923.27%10615.22%
30 Sep, 22340-1.16%92,053,5176.45%44.70%2.53%2026.88%92-10.68%
30 Jun, 223440.88%86,473,117-0.04%41.99%2.38%1893.28%1030.98%
31 Mar, 22341-1.45%86,510,2821.34%42.01%2.44%1830.55%1024.08%
31 Dec, 213466.79%85,366,4874.35%41.46%2.63%1824.60%9827.27%
30 Sep, 21324-4.71%81,806,9592.22%39.73%2.63%174-9.38%77-3.75%
30 Jun, 213403.34%80,031,4171.22%38.87%2.64%1929.09%80-14.89%
31 Mar, 2132914.63%79,069,3322.33%38.40%2.73%17620.55%9411.90%
31 Dec, 202875.51%77,266,37914.53%37.52%3.50%14611.45%847.69%
30 Sep, 202724.21%67,466,706-2.55%32.76%2.90%131-5.76%7816.42%
30 Jun, 2026111.06%69,232,786-0.00%33.62%2.97%13919.83%673.08%
31 Mar, 20235-8.91%69,235,0330.10%33.62%2.98%116-0.85%65-17.72%
31 Dec, 192581.57%69,165,7452.50%33.59%3.13%117-1.68%795.33%
30 Sep, 19254-1.93%67,477,9071.04%32.77%3.12%1196.25%75-9.64%
30 Jun, 19259-1.52%66,784,6110.90%32.43%3.14%112-10.40%83-2.35%
31 Mar, 192631.54%66,187,6953.10%32.14%3.31%1251.63%85-1.16%
31 Dec, 18259-6.83%64,197,3321.69%31.18%3.32%123-19.61%8624.64%
30 Sep, 18278-8.55%63,127,7442.59%30.66%3.43%153-7.27%69-19.77%
30 Jun, 183047.42%61,533,670-1.30%29.88%3.26%1655.10%866.17%
31 Mar, 182834.81%62,341,807-4.78%30.28%2.99%1576.80%8112.50%
31 Dec, 1727022.73%65,469,7120.62%31.79%3.18%14723.53%7244.00%
30 Sep, 172204.27%65,067,4905.25%31.60%3.51%11913.33%50-12.28%
30 Jun, 17211-9.44%61,821,7994.91%30.02%3.67%105-14.63%57-3.39%
31 Mar, 17233-0.43%58,927,4624.76%28.62%3.84%12314.95%59-16.90%
31 Dec, 162348.84%56,249,088-0.95%27.32%3.59%107-3.60%7118.33%
30 Sep, 16215-6.52%56,785,917-0.93%27.58%3.56%111-13.28%6013.21%
30 Jun, 1623010.05%57,321,476-0.81%27.84%3.53%12820.75%53-10.17%
31 Mar, 16209-5.86%57,790,06710.35%28.06%4.34%106-6.19%59-10.61%
31 Dec, 152223.26%52,370,9483.00%25.43%4.17%113-7.38%6626.92%
30 Sep, 152154.37%50,844,1387.84%24.69%4.71%1229.91%52-5.45%
30 Jun, 152069.57%47,146,3762.46%22.90%4.59%1114.72%5514.58%
31 Mar, 1518810.59%46,013,4183.17%22.35%4.76%10627.71%4811.63%
31 Dec, 141701.80%44,601,3222.00%21.66%4.80%8318.57%43-17.31%
30 Sep, 14167-0.60%43,726,8132.37%21.24%4.94%70-6.67%5220.93%
30 Jun, 14168-2.33%42,712,995-1.90%20.74%4.64%75-2.60%43-28.33%
31 Mar, 141721.18%43,539,9306.32%21.14%5.35%77-7.23%6020.00%
31 Dec, 131704.29%40,952,5696.41%19.89%5.69%83-12.63%5061.29%
30 Sep, 131639.40%38,486,6216.37%18.69%6.05%95-5.94%3155.00%
30 Jun, 13149186.54%36,182,202152.63%17.57%36.32%101158.97%20300.00%
31 Mar, 1352-11.86%14,321,966-25.43%6.96%8.00%3930.00%5-70.59%
31 Dec, 12599.26%19,205,81163.36%9.33%28.61%3011.11%1741.67%
30 Sep, 1254-20.59%11,756,489-45.75%5.71%5.15%27-3.57%12-45.45%
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, 117631.03%17,848,79817.68%8.67%15.98%4639.39%15-16.67%
30 Sep, 11581.75%15,167,514-24.88%7.37%7.66%33-10.81%1863.64%
30 Jun, 115711.76%20,191,80226.91%9.81%16.42%378.82%1137.50%
31 Mar, 115118.60%15,910,6403.61%7.73%13.89%3425.93%833.33%
31 Dec, 104310.26%15,356,837-9.42%7.46%11.00%2750.00%6-40.00%
30 Sep, 10398.33%16,954,63015.68%8.23%16.25%1820.00%10-
30 Jun, 10365.88%14,656,0713.57%7.12%15.07%15-1025.00%
31 Mar, 10346.25%14,151,240-16.12%6.87%10.24%15-8-
31 Dec, 0932-27.27%16,870,28718.84%8.19%17.24%15-25.00%8-38.46%
30 Sep, 0944-6.38%14,195,8882.92%6.89%15.37%20-16.67%138.33%
30 Jun, 0947-2.08%13,792,679-24.35%6.70%8.54%249.09%12-33.33%
31 Mar, 0948-9.43%18,233,198-10.80%8.85%8.99%22-37.14%1880.00%
31 Dec, 0853-3.64%20,440,07748.70%9.93%22.28%352.94%10-23.08%
30 Sep, 085510.00%13,745,751-5.04%6.68%13.51%346.25%1344.44%
30 Jun, 08508.70%14,475,68924.67%7.03%22.11%32-9-
31 Mar, 084635.29%11,611,472-7.52%5.64%15.17%323.23%9800.00%
31 Dec, 073478.95%12,556,255-14.31%6.10%12.04%31121.43%1-80.00%
30 Sep, 0719-9.52%14,653,064-3.05%7.12%13.21%14-33.33%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
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell1,922$96.42$185.32K80,623
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell2,672$94.13$251.52K77,591
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell995$94.91$94.44K76,956
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell74,218$96.29$7.15M234,552
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell24,547$95.67$2.35M210,005
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell1,235$96.45$119.12K208,770

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

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
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell1,922$96.42$185.32K80,623
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell2,672$94.13$251.52K77,591
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell995$94.91$94.44K76,956
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell74,218$96.29$7.15M234,552
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell24,547$95.67$2.35M210,005
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell1,235$96.45$119.12K208,770

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
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
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell1,922$96.42$185.32K80,623
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell2,672$94.13$251.52K77,591
Feb 07, 2024Frank Thomas AJofficer Chief Information OfficerS-SaleSell995$94.91$94.44K76,956
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell74,218$96.29$7.15M234,552
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell24,547$95.67$2.35M210,005
Feb 06, 2024Nemser Earl Hdirector, officer Vice ChairmanS-SaleSell1,235$96.45$119.12K208,770

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

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 (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).

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.

As of Mar 2024, there are 506 institutional shareholders of Interactive Brokers Group.

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).

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.

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).