Interactive Brokers Group, Inc. (IBKR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

445,292,033Shares Outstanding

8,139,107Shares held by institutions

$523,019,016Value of institutional holdings

85.15%Institutional ownership %

1.07%Shares Changed QoQ

894No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

According to SEC filings for the period ending September 2025, Interactive Brokers Group, Inc. (NASDAQ:IBKR) is held by 894 institutional firms.

The collective stake of institutional investors in Interactive Brokers Group moved to 85.1% in September 2025, a shift down from the 87.1% reported for June 2025.
In percentage terms, this reflects as a holdings change of 1.07% quarter on quarter, and an increase of 54.40% year over year.
A review of institutional activity for Interactive Brokers Group shows 454 of 894 filers increasing their positions, while 338 reduced their stake, and 102 remained unchanged.
The aggregate institutional position in Interactive Brokers Group now stands at 379.15Mn shares as of September 2025, after investors increased their holdings (up by 4.00Mn shares quarter on quarter which is up 8.14Mn shares year over year).
With 52.86Mn shares, VANGUARD GROUP INC commands the largest institutional position in Interactive Brokers Group as of September 30, 2025, equating to 11.87% of the company.
Among the most significant buyers of Interactive Brokers Group during September 2025 were VANGUARD GROUP INC (11.05Mn), GEODE CAPITAL MANAGEMENT, LLC (3.66Mn), STATE STREET CORP (3.52Mn), TD ASSET MANAGEMENT INC (2.20Mn), WELLINGTON MANAGEMENT GROUP LLP (1.63Mn).
Leading sellers of Interactive Brokers Group stock in September 2025 included BlackRock, Inc. (9.27Mn), MARSHALL WACE, LLP (1.93Mn), CITADEL ADVISORS LLC (1.88Mn), Egerton Capital (UK) LLP (1.80Mn), Fullerton Fund Management Co Ltd. (1.53Mn).
The top 10 institutional holders of Interactive Brokers Group for the quarter ending September 2025 included VANGUARD GROUP INC (52.86Mn), BlackRock, Inc. (30.97Mn), STATE STREET CORP (18.65Mn), CANTILLON CAPITAL MANAGEMENT LLC (12.66Mn), KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC (12.17Mn), WELLINGTON MANAGEMENT GROUP LLP (10.90Mn), Greenwich Wealth Management LLC (10.37Mn), GEODE CAPITAL MANAGEMENT, LLC (10.34Mn), Orbis Allan Gray Ltd (9.54Mn), JPMORGAN CHASE & CO (9.05Mn).

894 Institutional Holders

8,139,107 Total Shares Held

Rows:

Download Data

Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	30 Sep, 2025	52,859,085	11,048,679	26.43%	$3,637,233,639.00
BlackRock, Inc.	30 Sep, 2025	30,968,967	-9,267,761	-23.03%	$2,130,974,642.00
STATE STREET CORP	30 Sep, 2025	18,648,758	3,517,729	23.25%	$1,283,221,038.00
CANTILLON CAPITAL MANAGEMENT LLC	30 Sep, 2025	12,664,026	-139,605	-1.09%	$871,411,630.00
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	30 Sep, 2025	12,174,526	-315,575	-2.53%	$837,729,181.00
WELLINGTON MANAGEMENT GROUP LLP	30 Sep, 2025	10,901,171	1,630,620	17.59%	$750,109,576.00
Greenwich Wealth Management LLC	30 Sep, 2025	10,367,276	-497,256	-4.58%	$713,372.00
GEODE CAPITAL MANAGEMENT, LLC	30 Sep, 2025	10,344,360	3,661,731	54.79%	$712,111,553.00
Orbis Allan Gray Ltd	30 Sep, 2025	9,543,872	-196,200	-2.01%	$656,713,832.00
JPMORGAN CHASE & CO	30 Sep, 2025	9,050,456	-1,097,942	-10.82%	$622,768,310.00
BANK OF AMERICA CORP /DE/	30 Sep, 2025	7,628,167	33,261	0.44%	$524,894,194.00
Egerton Capital (UK) LLP	30 Sep, 2025	6,254,134	-1,802,710	-22.37%	$430,346,961.00
FMR LLC	30 Sep, 2025	6,228,484	-447,103	-6.70%	$428,581,982.00
AMERICAN CENTURY COMPANIES INC	30 Sep, 2025	5,953,647	351,136	6.27%	$409,670,475.00
Invesco Ltd.	30 Sep, 2025	5,753,607	309,455	5.68%	$395,905,698.00
Waverton Investment Management Ltd	30 Sep, 2025	4,922,936	481,693	10.85%	$338,771,841.00
Neuberger Berman Group LLC	30 Sep, 2025	4,840,533	-35,244	-0.72%	$333,072,313.00
JACOBS LEVY EQUITY MANAGEMENT, INC	30 Sep, 2025	4,737,541	-659,389	-12.22%	$325,990,196.00
BAMCO INC /NY/	30 Sep, 2025	4,609,768	411,344	9.80%	$317,198,136.00
TWO SIGMA ADVISERS, LP	30 Sep, 2025	4,192,800	813,900	24.09%	$288,506,568.00

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Interactive Brokers Group, Inc. (IBKR) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

894 Institutional Holders

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