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Who Owns Interactive Brokers Group Inc

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Interactive Brokers Group Inc.

Who crossed 5% of IBKR →
Managers holding
31
as of 2026-09-30
Reported value
$215.8M
summed across filings
Shares held
2.5M
Added vs trimmed
11 / 9
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
CONGRESS ASSET MANAGEMENT COCOM1.5M shtrimmed$128.3M
Systrade AGCOM CL A500K shheld$42.7M
Crocodile Capital Partners GmbHCOM CL A227.2K shheld$19.4M
Mn Services Vermogensbeheer B.V.COM CL A123.2K shheld$10.5M
Insight Wealth Strategies, LLCCOM CL A42K shtrimmed$3.6M
Successful Portfolios LLCCOM CL A19.9K shtrimmed$1.8M
Westwind CapitalStock17.5K sh—$1.5M
GAMMA Investing LLCCommon Stock15.5K shadded$1.3M
Farther Finance Advisors, LLCStock12K shadded$1M
Central Pacific Bank - Trust DivisionCOM CL A9.2K shtrimmed$787.7K
Bullock Wealth Management GroupStock8.9K shadded$766.6K
Matrix Trust CoCOM CL A8.8K shtrimmed$756K
Wedmont Private CapitalCOM CL A8.5K shadded$735.6K
Everhart Financial Group, Inc.COM CL A5.2K shadded$441.4K
Valeo Financial Advisors, LLCStock4.8K shadded$409.4K
EASTERN BANKCOM CL A4.1K shadded$352.4K
Plan A Wealth LLCCOM CL A2.8K shtrimmed$236.1K
Vann Equity Management LLCCOM CL A2.7K shadded$229K
Cooper Financial GroupCOM CL A2.5K shadded$211.5K
SAPIENT CAPITAL LLCCOM CL A2.4K shtrimmed$204.2K
Investment Partners Asset Management, Inc.COM CL A2K shheld$171.4K
Rosenberg Matthew HamiltonStock1.2K shheld$104.6K
MassMutual Private Wealth & Trust, FSBCommon / Ordinary Stock827 shtrimmed$70.6K
CoreCap Advisors, LLCStock524 shadded$44.8K
Wealth Enhancement Trust Services, Inc.COM CL A382 shadded$32.6K
AMERICAN NATIONAL BANK & TRUSTCOM CL A367 shtrimmed$31.3K
ELEVATION WEALTH PARTNERS, LLCCOM CL A181 shheld$15.5K
Davis Capital ManagementStock19 shheld$1.6K
TOTH FINANCIAL ADVISORY CORPCOM CL A15 sh—$1.3K
Grove Bank & TrustCOM CL A3 shheld$256
GILPIN WEALTH MANAGEMENT, LLCCOM CL A1 sh—$86

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

More on IBKR

Company overviewEverything on IBKR in one place, with the price.SEC filingsWhat IBKR's 8-Ks say happened: results, departures, auditor changes.Insider tradingWhat IBKR's own officers and directors buy and sell.Funds holding itWhich funds and ETFs hold IBKR, and how big a bet.

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