Skip to content
Disclosery

IBKR INTERACTIVE BROKERS GROUP IN

Follow

Stock (common), issuer CIK 1381197

785 managers (805 13F filers) reported a position in IBKR shares at 2025-06-30, 377,813,143 shares in all. 141 filers opened a position and 81 filers sold out during the quarter.

Managers
785
13F filers
805
New
141
Added
635
Reduced
19
Sold out
81
Shares held by filers
377,813,143

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SCHRODER INVESTMENT MANAGEMENT GROUP4,228$234K<0.01%new13F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW4,188$232K0.04%new13F-HRTimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC4,161$231K0.02%new13F-HRTimeline
LRI Investments, LLC4,153$230K0.02%+3,27913F-HRTimeline
CAPITAL ADVISORS INC/OK4,100$227K<0.01%new13F-HRTimeline
Voleon Capital Management LP4,099$227K0.01%new13F-HRTimeline
Rehmann Capital Advisory Group4,083$226K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL4,065$225K<0.01%new13F-HRTimeline
ASR Vermogensbeheer N.V.4,008$222K<0.01%+3,80613F-HRTimeline
OSSIAM3,936$218K<0.01%+2,95413F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,828$216K0.04%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,888$215K<0.01%+2,91713F-HRTimelineGroup
CITY NATIONAL BANK OF FLORIDA /MSD3,860$214K0.16%new13F-HRTimeline
Simplicity Wealth,LLC3,860$214K0.01%new13F-HRTimeline
West Family Investments, Inc.3,856$214K0.06%new13F-HRTimeline
JT Stratford LLC3,840$213K0.03%new13F-HRTimeline
Aviance Capital Partners, LLC3,820$212K0.03%new13F-HRTimeline
RETIREMENT GUYS FORMULA LLC3,783$210K0.08%new13F-HRTimeline
CVA Family Office, LLC3,772$209K0.03%+2,86313F-HRTimeline
Prospera Financial Services Inc3,750$208K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…3,747$208K<0.01%+1,93213F-HRTimelineGroup
R Squared Ltd3,742$207K0.11%+2,46213F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC3,728$207K0.01%+1,45513F-HRTimeline
Brooklyn Investment Group3,726$206K0.03%+3,61913F-HR/ATimeline
Belpointe Asset Management LLC3,716$206K0.01%new13F-HRTimeline
NewEdge Advisors, LLC3,707$205K<0.01%+2,31913F-HRTimeline
Eagle Bay Advisors LLC3,660$203K0.17%new13F-HRTimeline
First Affirmative Financial Network3,656$203K0.1%new13F-HRTimeline
Legacy Financial Advisors, Inc.3,648$202K0.03%new13F-HRTimeline
Archer Investment Corp3,600$199K0.05%+2,75013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,562$197K<0.01%+2,80413F-HRTimelineGroup
SIGNATUREFD, LLC3,416$189K<0.01%+2,56213F-HRTimeline
Park Square Financial Group, LLC3,224$179K0.13%+2,39413F-HRTimeline
Western Pacific Wealth Management, LP3,200$177K0.17%+2,40013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.3,081$171K<0.01%+3,05913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clearstead Advisors, LLC2,920$162K<0.01%+1,85613F-HRTimeline
New Millennium Group LLC2,740$152K0.08%+2,67213F-HRTimeline
Anchor Investment Management, LLC2,552$141K0.01%+1,91413F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO2,544$141K<0.01%+1,90813F-HRTimelineGroup
GHP Investment Advisors, Inc.2,501$139K0.01%+1,76213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC2,456$136K0.04%new13F-HRTimeline
Bay Harbor Wealth Management, LLC2,450$136K0.04%+1,85813F-HRTimeline
OSTRUM ASSET MANAGEMENT2,420$134K0.01%+1,79613F-HRTimeline
Sterling Capital Management LLC2,411$134K<0.01%-3,45713F-HR/ATimeline
V-Square Quantitative Management LLC2,292$127K0.02%new13F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…2,240$124K<0.01%+1,74513F-HRTimelineGroup
PRIVATE TRUST CO NA1,984$110K0.01%+54013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.1,941$108K<0.01%+1,48813F-HRTimelineGroup
Accent Capital Management, LLC1,920$106K0.05%+1,44013F-HRTimeline
WHITTIER TRUST CO1,920$106K<0.01%+1,60413F-HRTimeline
HAZLETT, BURT & WATSON, INC.1,901$105K0.04%+1,62613F-HRTimeline
Kessler Investment Group, LLC1,852$103K0.04%+1,38913F-HRTimeline
MAI Capital Management1,759$97.4K<0.01%+1,60213F-HRTimeline
Arax Advisory Partners1,756$97.3K<0.01%+1,35413F-HRTimeline
TRUST CO OF TOLEDO NA /OH/1,744$96.6K0.01%new13F-HRTimeline
Versant Capital Management, Inc1,728$95.7K0.01%+1,28413F-HRTimeline
Talon Private Wealth, LLC1,688$93.5K0.01%new13F-HRTimeline
Activest Wealth Management1,656$91.8K0.02%+1,26213F-HRTimeline
Quaker Wealth Management, LLC1,612$89.3K0.03%new13F-HRTimeline
DT Investment Partners, LLC1,556$86.2K0.01%+1,16713F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,540$85.3K<0.01%+92913F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP1,520$84.2K0.01%+1,14013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB1,516$84K<0.01%+1,15213F-HRTimeline
Covestor Ltd1,516$84K0.05%+1,14313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,427$79.1K<0.01%+1,03613F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,356$75.1K0.07%+1,01713F-HRTimeline
Parallel Advisors, LLC1,332$73.8K<0.01%+98613F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC1,249$69.2K0.01%new13F-HR/ATimeline
Oslo Pensjonsforsikring AS1,228$68K0.01%+92113F-HRTimeline
Caitong International Asset Management …1,226$67.9K0.05%-2,29613F-HRTimeline
Rosenberg Matthew Hamilton1,224$67.8K0.02%+91813F-HRTimeline
Smartleaf Asset Management LLC1,249$67.4K0.01%+82113F-HRTimeline
Strategic Wealth Partners, Ltd.1,212$67.2K0.01%13F-HRTimeline
North Capital, Inc.1,180$65.4K0.06%+88513F-HRTimeline
SBI Securities Co., Ltd.1,000$55.4K<0.01%+71613F-HRTimeline
ADIRONDACK TRUST CO1,000$55.4K0.02%+75013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV940$52.1K<0.01%+70413F-HRTimeline
Rise Advisors, LLC862$47.8K0.02%+64713F-HRTimeline
Wilmington Savings Fund Society, FSB849$47K<0.01%+53313F-HRTimeline
Parkside Financial Bank & Trust848$47K0.01%+60213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…815$45.2K0.01%+65513F-HRTimeline
Darwin Wealth Management, LLC813$45.1K0.02%+46313F-HRTimeline
RAMSEY QUANTITATIVE SYSTEMS800$44.3K0.04%new13F-HR/ATimeline
NVWM, LLC800$44.3K0.01%+60013F-HRTimeline
Solstein Capital, LLC800$44.3K0.02%+60013F-HRTimeline
CITY HOLDING CO800$44.3K0.01%+60013F-HRTimeline
SITTNER & NELSON, LLC788$43.7K0.02%+59113F-HRTimeline
Bayforest Capital Ltd767$42.5K0.02%-3,10613F-HRTimeline
Rialto Wealth Management, LLC764$42.3K0.01%+57613F-HRTimeline
First Horizon Advisors, Inc.760$42.1K<0.01%+69413F-HRTimeline
Smithfield Trust Co764$42K<0.01%+42313F-HRTimeline
Fortitude Family Office, LLC712$39.5K0.01%+50013F-HRTimeline
N.E.W. Advisory Services LLC632$35K<0.01%+47413F-HRTimeline
Private Wealth Asset Management, LLC580$32.1K<0.01%+43513F-HRTimeline
LFA - Lugano Financial Advisors SA576$31.9K0.02%new13F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.564$31.3K0.01%+42313F-HRTimeline
Tidemark, LLC516$28.6K0.01%+48613F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK516$28.6K<0.01%+17613F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.505$28K<0.01%+22313F-HRTimelineGroup
Quarry LP490$27.2K0.01%+19113F-HRTimeline
HM PAYSON & CO489$27.1K<0.01%+11813F-HRTimeline
ORG Partners LLC479$27K0.01%+36313F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC464$26K<0.01%+34813F-HRTimelineGroup
West Branch Capital LLC420$23.3K0.01%+31513F-HRTimeline
NFSG Corp401$22.2K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC400$22.2K<0.01%+30013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC320$21.6K0.01%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST384$21.3K<0.01%+28113F-HRTimeline
HARBOUR INVESTMENTS, INC.376$20.8K<0.01%+26413F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…356$19.7K<0.01%+28013F-HRTimelineGroup
Coastline Trust Co340$18.8K<0.01%+25513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
NewSquare Capital LLC321$17.8K<0.01%+28513F-HRTimeline
AdvisorNet Financial, Inc317$17.6K<0.01%+23813F-HRTimeline
Hemington Wealth Management258$14K<0.01%+19913F-HRTimeline
CoreCap Advisors, LLC232$12.9K<0.01%+18013F-HRTimeline
HighMark Wealth Management LLC197$12.5K0.01%+15013F-HRTimeline
BOKF, NAin group BOKF, NA224$12.4K<0.01%-6,56813F-HRTimelineGroup
HOLLENCREST CAPITAL MANAGEMENT222$12.3K<0.01%new13F-HRTimeline
Cetera Trust Company, N.A200$11.1K0.01%+15013F-HRTimeline
Bruce G. Allen Investments, LLC180$9.97K0.01%+13513F-HRTimeline
Lowe Wealth Advisors, LLC168$9.31K<0.01%+12613F-HRTimeline
CarsonAllaria Wealth Management, Ltd.160$8.87K<0.01%+12013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp144$7.98K<0.01%+10113F-HRTimelineGroup
Geneos Wealth Management Inc.132$7.31K<0.01%+10613F-HRTimeline
Asset Dedication, LLC124$6.87K<0.01%+9313F-HRTimeline
WOLFF WIESE MAGANA LLC124$6.87K<0.01%+9313F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors120$6.66K<0.01%+9013F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC120$6.65K<0.01%+9013F-HRTimelineGroup
RMG Wealth Management LLC100$6.29K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC108$5.99K<0.01%+8413F-HRTimeline
Blue Trust, Inc.104$5.77K<0.01%+6513F-HRTimeline
Bell Investment Advisors, Inc104$5.76K<0.01%+8313F-HRTimeline
McIlrath & Eck, LLC100$5.57K<0.01%+7513F-HRTimeline
Valued Wealth Advisors LLC96$5.32K<0.01%+7213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.96$5.32K<0.01%+7213F-HRTimeline
Beacon Capital Management, LLC96$5.32K<0.01%+7213F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …92$5K<0.01%-69813F-HRTimelineGroup
Sunbelt Securities, Inc.28$5K<0.01%013F-HRTimeline
Ridgewood Investments LLC88$4.88K<0.01%+6613F-HRTimeline
Bare Financial Services, Inc88$4.88K<0.01%+8313F-HRTimeline
True Wealth Design, LLC74$4.1K<0.01%+5813F-HRTimeline
Annis Gardner Whiting Capital Advisors,…72$3.99K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST64$3.55K<0.01%+4813F-HRTimeline
ROTHSCHILD INVESTMENT LLC60$3.33K<0.01%+4813F-HRTimeline
Cromwell Holdings LLC60$3.33K<0.01%+5213F-HRTimeline
First Command Advisory Services, Inc.56$3.1K<0.01%+4213F-HRTimeline
TD Capital Management LLC48$2.67K<0.01%+3613F-HRTimeline
Grove Bank & Trust40$2.22K<0.01%new13F-HRTimeline
Painted Porch Advisors LLC40$2.22K<0.01%+3013F-HRTimeline
Avion Wealth48$2K<0.01%+4613F-HR/ATimeline
Capital Advisors, Ltd. LLC44$2K<0.01%+3313F-HRTimeline
Orion Capital Management LLC36$2K<0.01%+2713F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA36$2K<0.01%+2713F-HRTimeline
Cornerstone Planning Group LLC29$1.85K<0.01%+2513F-HRTimeline
MONTAG A & ASSOCIATES INC32$1.79K<0.01%+2113F-HRTimeline
Financial Management Professionals, Inc.32$1.77K<0.01%+2413F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.31$1.72K<0.01%+1813F-HR/ATimelineGroup
Breakwater Investment Management28$1.55K<0.01%+2113F-HRTimeline
Bogart Wealth, LLC24$1.33K<0.01%new13F-HRTimeline
Prestige Wealth Management Group LLC24$1.33K<0.01%+1813F-HR/ATimeline
DiNuzzo Private Wealth, Inc.24$1.33K<0.01%+1813F-HRTimeline
Roxbury Financial LLC24$1.32K<0.01%+1513F-HRTimeline
Riggs Asset Managment Co. Inc.20$1.11K<0.01%+1313F-HRTimeline
Kilter Group LLC20$1.11K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC20$1.11K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC19$1.05K<0.01%+1113F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV24$1K<0.01%+1813F-HRTimeline
HHM Wealth Advisors, LLC16$887<0.01%+1213F-HRTimeline
Essential Partners LLC16$887<0.01%13F-HRTimeline
Stephens Consulting, LLC15$832<0.01%new13F-HRTimeline
Hughes Financial Services, LLC12$766<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.12$665<0.01%+113F-HRTimeline
Parkworth Wealth Management, Inc.12$665<0.01%+1113F-HRTimeline
American Capital Advisory, LLC11$610<0.01%new13F-HRTimeline
CBIZ Investment Advisory Services, LLC10$554<0.01%+813F-HRTimeline
SJS Investment Consulting Inc.8$444<0.01%+413F-HRTimeline
WealthTrak Capital Management LLC8$444<0.01%+513F-HRTimeline
Manchester Capital Management LLC6$333<0.01%new13F-HRTimeline
MV CAPITAL MANAGEMENT, INC.4$222<0.01%+213F-HRTimeline
High Note Wealth, LLC4$222<0.01%-3813F-HRTimeline
TFC Financial Management, Inc.4$222<0.01%+313F-HRTimeline
HFM Investment Advisors, LLC4$222<0.01%+313F-HRTimeline
Blume Capital Management, Inc.2$111<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Strengthening Families & Communities, L…0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.