Interactive Brokers Group Inc (IBKR) Ownership

111.71 ↑0.28 (0.25%)
As of March 28, 2024, 3:59pm EST.

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Interactive Brokers Group Inc (IBKR), owning a total of 9.7 million shares. Combined, the top 35 institutional holders of IBKR own 75.30% of the company with a total of 80.3 million shares.

In the latest ownership report on December 31st 2023, the top 35 institutional holders increased their combined ownership of IBKR by 3.2 million shares. 13 institutions bought 4,392,717 total additional shares and increased their ownership by an average of 65.99%. However 7 institutions sold 1,165,900 total shares and decreased their ownership by an average of 7.09%.

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 3,226,817 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.051%1.288%9,690,056123,2262023-12-31
BlackRock Inc8.425%0.145%9,020,18513,0472023-12-31
Orbis Allan Gray Ltd7.256%-4.666%7,768,911-380,2262023-12-31
Kayne Anderson Rudnick Investment Management LLC5.892%-1.000%6,307,902-63,6972023-12-31
Cantillon Capital Management LLC3.483%-2.376%3,728,869-90,7602023-12-31
Marshall Wace Asset Management Ltd2.953%24.372%3,161,134619,4552023-12-31
Greenwich Wealth Management LLC2.913%0.010%3,118,1763172023-12-31
State Street Corporation2.891%4.391%3,094,951130,1712023-12-31
Goldman Sachs Group Inc1.777%345.837%1,902,4221,475,7142023-12-31
Jarislowsky Fraser Ltd1.692%-0.890%1,811,804-16,2692023-12-31
FMR Inc1.658%0.109%1,775,4691,9362023-12-31
Geode Capital Management, LLC1.560%4.462%1,669,87171,3262023-12-31
JPMorgan Chase & Co1.295%373.803%1,386,0291,093,4962023-12-31
Neuberger Berman Group LLC1.140%55.460%1,220,475435,4032023-12-31
Fidelity International Ltd1.132%-25.859%1,211,542-422,5592023-12-31
Coronation Fund Managers Ltd1.117%29.621%1,196,179273,3542023-12-31
NORGES BANK1.098%-12.942%1,175,821-174,7892023-12-31
Morgan Stanley - Brokerage Accounts0.915%16.971%979,623142,1272023-12-31
Wells Fargo & Co0.905%1.376%968,66913,1452023-12-31
Abrams Bison Investments, LLC0.852%-1.893%912,000-17,6002023-12-31

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Vanguard Group Inc9.051%1.288%9,690,056123,2262023-12-31
BlackRock Inc8.425%0.145%9,020,18513,0472023-12-31
Orbis Allan Gray Ltd7.256%-4.666%7,768,911-380,2262023-12-31
Kayne Anderson Rudnick Investment Management LLC5.892%-1.000%6,307,902-63,6972023-12-31
Cantillon Capital Management LLC3.483%-2.376%3,728,869-90,7602023-12-31
Marshall Wace Asset Management Ltd2.953%24.372%3,161,134619,4552023-12-31
Greenwich Wealth Management LLC2.913%0.010%3,118,1763172023-12-31
State Street Corporation2.891%4.391%3,094,951130,1712023-12-31
Bares Capital Management Inc2.397%-0.191%2,566,395-4,9042023-09-30
Bank of America Corp1.840%-1.493%1,970,416-29,8722023-09-30
Goldman Sachs Group Inc1.777%345.837%1,902,4221,475,7142023-12-31
Jarislowsky Fraser Ltd1.692%-0.890%1,811,804-16,2692023-12-31
FMR Inc1.658%0.109%1,775,4691,9362023-12-31
Select Equity Group LP1.631%-21.992%1,745,169-492,0072023-09-30
Geode Capital Management, LLC1.560%4.462%1,669,87171,3262023-12-31
JPMorgan Chase & Co1.295%373.803%1,386,0291,093,4962023-12-31
Millennium Management LLC1.284%-33.421%1,321,974-663,5982022-12-31
Neuberger Berman Group LLC1.140%55.460%1,220,475435,4032023-12-31
Fidelity International Ltd1.132%-25.859%1,211,542-422,5592023-12-31
Coronation Fund Managers Ltd1.117%29.621%1,196,179273,3542023-12-31
NORGES BANK1.098%-12.942%1,175,821-174,7892023-12-31
Montrusco Bolton Investments Inc1.051%-21.690%1,082,564-299,8372022-12-31
TimesSquare Capital Management, LLC1.049%-1.417%1,078,600-15,5002022-09-30
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
Bank of New York Mellon Corp0.921%1.163%985,58511,3332023-09-30
Victory Capital Management Inc.0.955%-7.700%981,865-81,9152022-12-31
Morgan Stanley - Brokerage Accounts0.915%16.971%979,623142,1272023-12-31
Wells Fargo & Co0.905%1.376%968,66913,1452023-12-31
Charles Schwab Investment Management Inc0.886%2.167%947,54720,0952023-06-30
Park West Asset Management LLC0.914%8.414%940,58173,0002022-06-30
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 3.3 million shares. Combined, the top 31 mutual fund holders of IBKR own 30.48% of the company with a total of 32.6 million shares.

In the latest ownership report on February 29th 2024, the top 31 fund holders increased their combined ownership of IBKR by 12 thousand shares. 6 funds bought 32,692 total additional shares and increased their ownership by an average of 0.73%. However 3 funds sold 20,889 total shares and decreased their ownership by an average of 0.24%.

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 11,803 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.043%-0.287%3,257,766-9,3882024-02-29
Vanguard Total Stock Mkt Idx Inv2.972%-0.211%3,181,692-6,7322024-02-29
Vanguard Mid Cap Index Institutional2.122%-0.210%2,271,814-4,7692024-02-29
Vanguard Institutional Extnd Mkt Idx Tr1.481%0.530%1,585,0558,3552024-02-29
SPDR® S&P MIDCAP 400 ETF Trust0.798%0.378%854,7333,2162024-02-29
Vanguard Mid-Cap Growth ETF0.681%0.597%729,3244,3292024-02-29
State St Russell Sm/Mid Cp® Indx NL Cl C0.587%2.280%628,17714,0002024-02-29
State St S&P Midcap® Indx SL Cl II0.470%0.040%503,5702002024-02-29
Vanguard Growth Index Investor0.441%0.553%471,6012,5922024-02-29

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
iShares Core S&P Mid-Cap ETF3.043%-0.287%3,257,766-9,3882024-02-29
Vanguard Total Stock Mkt Idx Inv2.972%-0.211%3,181,692-6,7322024-02-29
Vanguard Instl Ttl Stck Mkt Idx Tr2.830%1.936%3,027,26257,5022023-03-31
Vanguard Mid Cap Index Institutional2.122%-0.210%2,271,814-4,7692024-02-29
Orbis Global Equity Investor1.942%-4.398%2,079,525-95,6652023-12-31
Virtus KAR Small-Cap Growth I1.683%-7.448%1,801,856-145,0002023-12-31
Sapphire Star Capital Mid Cap Growth1.609%0.000%1,721,4401,721,4402023-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.481%0.530%1,585,0558,3552024-02-29
Vanguard Extended Market Index Investor1.340%0.199%1,433,8242,8492023-08-31
SPDR® S&P MIDCAP 400 ETF Trust0.798%0.378%854,7333,2162024-02-29
Allianz Global Artfcl Intlgc W EUR0.785%0.000%840,601840,6012024-01-31
JPMorgan Mid Cap Growth I0.742%28.716%794,352177,2142024-01-31
Vanguard Mid-Cap Growth ETF0.681%0.597%729,3244,3292024-02-29
NBI US Equity Private F0.633%1.659%651,98510,6422023-01-31
State St Russell Sm/Mid Cp® Indx NL Cl C0.587%2.280%628,17714,0002024-02-29
Fidelity Extended Market Index0.558%1.151%597,1966,7982024-01-31
Scotia Wealth US Dividend Pool K0.555%0.000%594,60002024-01-31
Fidelity® Extended Market Index0.539%1.430%577,0078,1352023-11-30
State St S&P Midcap® Indx SL Cl II0.470%0.040%503,5702002024-02-29
Virtus KAR Small-Mid Cap Core R60.456%12.161%487,99652,9112023-12-31
Fidelity Canadian Disciplined Eq B0.451%-0.930%482,961-4,5352023-12-31
Neuberger Berman Sustainable Equity Inv0.441%0.000%472,27502024-01-31
Neuberger Berman Sustainable Equity0.441%72.512%472,275198,5122023-12-31
Vanguard Growth Index Investor0.441%0.553%471,6012,5922024-02-29
iShares S&P Mid-Cap 400 Growth ETF0.429%-0.202%441,567-8942022-11-30
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
Baron Focused Growth Strategy0.400%0.000%427,50002023-12-31
Baron Focused Growth Retail0.399%0.000%427,50002023-12-31

Discussions

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TFTSeasonOne

$IBKR this is my only green stonk!

I really like this stonk.

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wsb_pro

$IBKR Not Selling
Hodling for thousands!

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BritneyHuphrey

$IBKR I REALLY THINK WE FINALLY HAVE OUR FIRESALE?? !!

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4texin

$IBKR bag holders for life club

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bulls_only

$IBKR I don't know shit
but I know I'm holdin till I at least triple up

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