Interactive Brokers Group Inc (IBKR) Ownership

65.81 ↑1.31 (2.03%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Interactive Brokers Group Inc (IBKR), owning a total of 41.8 million shares. Combined, the top 50 institutional holders of IBKR own 79.19% of the company with a total of 284.6 million shares.

In the latest ownership report on June 30th 2025, the top 50 institutional holders increased their combined ownership of IBKR by 2.9 million shares. 18 institutions bought 16,291,282 total additional shares and increased their ownership by an average of 44.94%. However 14 institutions sold 13,391,932 total shares and decreased their ownership by an average of 8.58%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Interactive Brokers Group increased by a net total of 2,899,350 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.390%0.977%41,810,406404,3222025-06-30
BlackRock Inc9.037%-3.398%40,236,728-1,415,2962025-06-30
State Street Corp3.398%0.318%15,131,02947,9532025-06-30
Cantillon Capital Management LLC2.876%-2.821%12,803,631-371,6732025-06-30
Kayne Anderson Rudnick Investment Management LLC2.805%-1.522%12,490,101-193,0152025-06-30
Greenwich Wealth Management LLC2.440%0.398%10,864,53243,1042025-06-30
JPMorgan Chase & Co2.279%-18.071%10,148,398-2,238,4662025-06-30
Orbis Allan Gray Ltd2.188%-30.296%9,740,072-4,233,3562025-06-30
Wellington Management Company LLP2.082%135.615%9,270,5515,335,9272025-06-30
Egerton Capital LLP1.810%9.828%8,056,844720,9682025-06-30
Bank of America Corp1.706%-18.596%7,594,906-1,735,0262025-06-30
Geode Capital Management, LLC1.501%-27.269%6,682,629-2,505,4792025-06-30
FMR Inc1.499%33.155%6,675,5871,662,1832025-06-30
American Century Companies Inc1.258%-2.326%5,602,511-133,4132025-06-30
Amvescap Plc.1.223%22.043%5,444,152983,2962025-06-30
Marshall Wace Asset Management Ltd1.216%13.301%5,415,370635,7422025-06-30
Jacobs Levy Equity Management, Inc.1.212%9.675%5,396,930476,1022025-06-30
NORGES BANK1.154%-1.037%5,138,107-53,8492025-06-30
Neuberger Berman Group LLC1.095%-0.106%4,875,777-5,1512025-06-30
Morgan Stanley - Brokerage Accounts1.038%3.643%4,623,068162,4802025-06-30
J O Hambro Investment Management Ltd0.998%462.066%4,441,2433,651,0792025-06-30
Jarislowsky Fraser Ltd0.947%-1.357%4,216,701-57,9872025-06-30
BAMCO Inc0.943%14.841%4,198,424542,5562025-06-30
Two Sigma Advisers, LLC0.759%-0.421%3,378,900-14,3002025-06-30
Charles Schwab Investment Management Inc0.744%-2.009%3,311,299-67,8732025-06-30
Two Sigma Investments LLC0.685%12.478%3,022,728335,3242025-06-30
Bares Capital Management Inc0.682%-10.865%3,011,100-367,0482025-06-30
Progeny 3, Inc.0.482%64.071%2,126,460830,4002025-06-30
Ensign Peak Advisors Inc0.467%3.056%2,059,46661,0662025-06-30
UBS Asset Mgmt Americas Inc0.458%18.899%2,021,143321,2632025-06-30
Empower Advisory Group LLC0.418%3.141%1,846,84656,2422025-06-30
TimesSquare Capital Management, LLC0.360%1.356%1,590,27521,2752025-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.390%0.977%41,810,406404,3222025-06-30
BlackRock Inc9.037%-3.398%40,236,728-1,415,2962025-06-30
State Street Corp3.398%0.318%15,131,02947,9532025-06-30
Cantillon Capital Management LLC2.876%-2.821%12,803,631-371,6732025-06-30
Kayne Anderson Rudnick Investment Management LLC2.805%-1.522%12,490,101-193,0152025-06-30
Greenwich Wealth Management LLC2.440%0.398%10,864,53243,1042025-06-30
JPMorgan Chase & Co2.279%-18.071%10,148,398-2,238,4662025-06-30
Orbis Allan Gray Ltd2.188%-30.296%9,740,072-4,233,3562025-06-30
Wellington Management Company LLP2.082%135.615%9,270,5515,335,9272025-06-30
Egerton Capital LLP1.810%9.828%8,056,844720,9682025-06-30
Bank of America Corp1.706%-18.596%7,594,906-1,735,0262025-06-30
Geode Capital Management, LLC1.501%-27.269%6,682,629-2,505,4792025-06-30
FMR Inc1.499%33.155%6,675,5871,662,1832025-06-30
American Century Companies Inc1.258%-2.326%5,602,511-133,4132025-06-30
Amvescap Plc.1.223%22.043%5,444,152983,2962025-06-30
Marshall Wace Asset Management Ltd1.216%13.301%5,415,370635,7422025-06-30
Jacobs Levy Equity Management, Inc.1.212%9.675%5,396,930476,1022025-06-30
NORGES BANK1.154%-1.037%5,138,107-53,8492025-06-30
Neuberger Berman Group LLC1.095%-0.106%4,875,777-5,1512025-06-30
Morgan Stanley - Brokerage Accounts1.038%3.643%4,623,068162,4802025-06-30
J O Hambro Investment Management Ltd0.998%462.066%4,441,2433,651,0792025-06-30
Jarislowsky Fraser Ltd0.947%-1.357%4,216,701-57,9872025-06-30
BAMCO Inc0.943%14.841%4,198,424542,5562025-06-30
Two Sigma Advisers, LLC0.759%-0.421%3,378,900-14,3002025-06-30
Charles Schwab Investment Management Inc0.744%-2.009%3,311,299-67,8732025-06-30
State Street Corporation2.931%3.083%3,190,38095,4292024-03-31
Two Sigma Investments LLC0.685%12.478%3,022,728335,3242025-06-30
Bares Capital Management Inc0.682%-10.865%3,011,100-367,0482025-06-30
Progeny 3, Inc.0.482%64.071%2,126,460830,4002025-06-30
Ensign Peak Advisors Inc0.467%3.056%2,059,46661,0662025-06-30
UBS Asset Mgmt Americas Inc0.458%18.899%2,021,143321,2632025-06-30
Goldman Sachs Group Inc1.776%345.837%1,902,4221,475,7142023-12-31
Empower Advisory Group LLC0.418%3.141%1,846,84656,2422025-06-30
Select Equity Group LP1.631%-21.992%1,745,169-492,0072023-09-30
TimesSquare Capital Management, LLC0.360%1.356%1,590,27521,2752025-06-30
Montrusco Bolton Investments Inc1.051%-21.690%1,082,564-299,8372022-12-31
ING Investment Management LLC0.994%-23.749%1,082,556-337,1762024-09-30
Millennium Management LLC0.994%1,292.060%1,082,0171,004,2892024-06-30
Fidelity International Ltd0.975%-12.447%1,060,741-150,8012024-03-31
Bridgewater Associates Inc0.989%-10.203%1,018,534-115,7342022-12-31
Ancient Art, L.P.0.981%-4.715%1,010,349-50,0002022-12-31
Victory Capital Management Inc.0.955%-7.700%981,865-81,9152022-12-31
Wells Fargo & Co0.870%-5.496%947,826-55,1242024-12-31
Park West Asset Management LLC0.914%8.414%940,58173,0002022-06-30
Coronation Fund Managers Ltd0.875%-21.651%937,193-258,9862024-03-31
Bank of New York Mellon Corp0.856%-5.292%928,267-51,8732024-06-30
Abrams Bison Investments, LLC0.852%-1.893%912,000-17,6002023-12-31
Samlyn Capital, LLC0.823%-6.804%858,859-62,7072023-03-31
1832 Asset Management L.P0.790%-23.099%844,837-253,7652023-03-31
Bronte Capital Management Pty Ltd0.786%0.571%841,2284,7772023-09-30

Mutual Fund Ownership

iShares Core S&P Mid-Cap ETF is the biggest individual fund holder of Interactive Brokers Group Inc (IBKR), owning a total of 14.2 million shares. Combined, the top 57 mutual fund holders of IBKR own 44.54% of the company with a total of 138.4 million shares.

In the latest ownership report on August 31st 2025, the top 57 fund holders increased their combined ownership of IBKR by 2.4 million shares. 2 funds bought 2,391,168 total additional shares and increased their ownership by an average of 0.62%. However 1 funds sold 9,856 total shares and decreased their ownership by an average of 0.32%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Interactive Brokers Group increased by a net total of 2,381,312 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
SPDR® S&P 500® ETF1.182%1.247%5,260,83264,7682025-08-31
iShares Core S&P 500 ETF1.177%0.000%5,242,17402025-08-31
The Financial Select Sector SPDR® ETF0.693%-0.319%3,083,502-9,8562025-08-31
State St S&P 500® Indx SL Cl III0.523%0.000%2,326,4002,326,4002025-08-31

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.218%-0.179%14,202,471-25,5202025-07-31
Vanguard Total Stock Mkt Idx Inv2.923%-2.344%13,012,227-312,3702025-07-31
Vanguard Mid Cap Index Institutional2.074%1.091%9,236,19699,6322025-07-31
SPDR® S&P 500® ETF1.182%1.247%5,260,83264,7682025-08-31
iShares Core S&P 500 ETF1.177%0.000%5,242,17402025-08-31
Vanguard Institutional Extnd Mkt Idx Tr1.051%-30.297%4,680,774-2,034,5342025-07-31
American Century Ultra® Inv0.840%0.000%3,740,00002025-06-30
American Century US Premier Lg Cp Gr0.840%0.000%3,740,00002025-06-30
Invesco S&P MidCap Momentum ETF0.847%0.376%3,736,12413,9922025-07-31
Vanguard Mid-Cap Growth ETF0.777%2.553%3,458,05686,0922025-07-31
SPDR® S&P MIDCAP 400 ETF Trust0.750%-2.441%3,338,532-83,5272025-07-31
Vanguard US Total Market Shares ETF3.002%1.678%3,270,23253,9832024-09-30
The Financial Select Sector SPDR® ETF0.693%-0.319%3,083,502-9,8562025-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr2.830%1.936%3,027,26257,5022023-03-31
Vanguard Growth Index Investor0.675%0.372%3,005,51211,1332025-07-31
Hartford MidCap Y0.601%-0.922%2,674,241-24,8742025-07-31
JPMorgan Growth Advantage A0.566%-13.758%2,521,099-402,1732025-07-31
iShares S&P Mid-Cap 400 Growth ETF0.562%0.000%2,480,24402025-07-31
Invesco S&P 500® Equal Weight ETF0.544%3.061%2,422,42671,9372025-08-29
State St Russell Sm/Mid Cp® Indx SL Cl I0.543%0.000%2,397,02002025-07-31
Fidelity Extended Market Index0.527%0.729%2,347,74116,9872025-07-31
State St S&P 500® Indx SL Cl III0.523%0.000%2,326,4002,326,4002025-08-31
Baron Focused Growth Retail0.485%0.000%2,160,00002025-06-30
Baron Focused Growth Strategy0.485%0.000%2,160,00002025-06-30
SPDR® Portfolio S&P 400™ Mid Cap ETF0.451%0.000%1,991,98502025-07-31
State St S&P Midcap® Indx SL Cl II0.440%-1.070%1,961,080-21,2002025-07-31
Fidelity Contrafund0.438%-0.681%1,949,404-13,3592025-07-31
Virtus KAR Small-Mid Cap Core R60.428%0.468%1,903,3598,8592025-06-30
Neuberger Berman Sustainable Equity Inv0.416%0.000%1,814,76402025-06-30
JPM US Growth Advantage-MA0.400%-21.755%1,741,052-484,0642025-06-30
Baron Multi Cap Select Growth Strategy0.398%45.483%1,734,156542,1562025-06-30
Sapphire Star Capital Mid Cap Growth1.609%0.000%1,721,4401,721,4402023-06-30
JPM US Mid Cap Growth-Composite0.348%-26.709%1,516,046-552,4822025-06-30
Vanguard Extended Market Index Investor1.340%0.199%1,433,8242,8492023-08-31
Russell 1000 Index Fund0.307%0.000%1,339,76802025-06-30
Blackrock Russ 1000 Eq Idx Composite0.303%-5.062%1,318,565-70,3112025-06-30
Schwab US Mid-Cap ETF™0.264%-0.012%1,150,570-1392025-06-28
First Trust SMID Cp Rising Div Achv ETF0.241%0.195%1,051,8572,0432025-06-30
Orbis Global Equity Investor0.235%-28.725%1,025,803-413,4232025-03-31
AustralianSuper Balanced Sup0.880%-4.591%958,530-46,1242024-06-30
Virtus KAR Small-Cap Growth I0.835%-49.555%908,939-892,9172024-03-31
iShares Russell 1000 Value ETF0.204%-0.157%890,103-1,4002025-06-30
Extended Equity Market Fund K0.199%-1.733%865,982-15,2742025-06-30
Orbis Global Eq LE (Aus Reg) Retail0.754%-22.957%821,023-244,6442024-12-31
Orbis Global Equity Fund Retail Class0.643%-1.977%700,090-14,1222024-09-30
NBI US Equity Private F0.633%1.659%651,98510,6422023-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.560%1.076%609,5806,4882025-04-30
Fidelity® Extended Market Index0.539%1.430%577,0078,1352023-11-30
JPMorgan Mid Cap Growth I0.529%0.000%576,08102025-02-28
Scotia Wealth US Dividend Pool K0.458%0.000%499,10002024-09-30
Fidelity Canadian Disciplined Eq B0.451%-0.930%482,961-4,5352023-12-31
Allianz Global Artfcl Intlgc W EUR0.439%-22.628%477,978-139,7892024-09-30
Neuberger Berman Sustainable Equity0.441%0.000%472,27502024-03-31
Schwab US Small-Cap ETF™0.412%0.000%440,55002023-08-31
iShares US Broker-Dealers&Secs Exchs ETF0.426%0.000%437,92002022-11-30
Vanguard Value Index Inv0.407%0.039%435,0811682023-11-30
Orbis SICAV Global Equity Inv0.403%0.000%431,26402023-09-30

Discussions

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dogefan777/30/25 04:02am

$IBKR Ride this train. You won't regret.

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leahmccourt12/26/24 02:21pm

$IBKR headed back to all time highs shortly

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