Who Owns Interactive Brokers Group Stock?
NASDAQ: IBKRFinanceInvestment Bankers/Brokers/ServiceUSD
At close: Oct 8, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 88.52%
- Held by insiders
- 2.67%
- Institutional holders
- 1,507
- Institutions 88.5%
- Insiders 2.7%
- Public and other 8.8%
Who owns Interactive Brokers Group stock?
Institutional investors own about 88.5% of Interactive Brokers Group's shares, spread across 1,507 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 2.67% of IBKR.
The largest institutional holders are Blackrock Inc. (7.31%), Vanguard Capital Management LLC (6.26%) and State Street Corporation (4.29%). Together, the top 10 institutions control 32.6% of shares outstanding. In their latest filings, 6 of the top 10 institutions increased their IBKR positions and 4 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of IBKR
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 33.13M | 7.31% | +5.6% |
| Vanguard Capital Management LLC | 28.35M | 6.26% | +0.6% |
| State Street Corporation | 19.44M | 4.29% | +1.8% |
| FMR, LLC | 11.83M | 2.61% | -5.4% |
| Geode Capital Management, LLC | 10.64M | 2.35% | +1.9% |
| Greenwich Wealth Management Llc | 9.92M | 2.19% | -0.0% |
| Invesco Ltd. | 9.71M | 2.14% | +0.6% |
| Vanguard Portfolio Management LLC | 8.72M | 1.93% | -41.8% |
| Two Sigma Investments, LP | 8.34M | 1.84% | +0.3% |
| Wellington Management Group, LLP | 7.38M | 1.63% | -24.5% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of IBKR
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 13.43M | 2.97% |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 11.54M | 2.55% |
| iShares Trust-iShares Core S&P 500 ETF | 5.93M | 1.31% |
| Fidelity Concord Street Trust-Fidelity 500 Index Fund | 5.78M | 1.28% |
| SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trust | 5.46M | 1.20% |
| AIM Counselor Series TRT -INVESCO AMERICAN FRANCHISE Fd. | 3.63M | 0.80% |
| American Century Mutual Funds, Inc.-ULTRA FUND | 3.46M | 0.76% |
| SELECT SECTOR SPDR TRUST-State Street Financial Select Sector SPDR ETF | 2.99M | 0.66% |
| New Economy Fund | 2.95M | 0.65% |
| VANGUARD INDEX FUNDS-Vanguard Growth Index Fund | 2.90M | 0.64% |
Frequently asked questions
Who is the largest shareholder of Interactive Brokers Group?
Blackrock Inc. is the largest institutional shareholder of IBKR, owning 7.31% of shares outstanding (33.13M shares) as of its latest 13F filing.
What percentage of Interactive Brokers Group is owned by institutions?
Institutions own about 88.5% of IBKR shares and 90.9% of the public float.
How much of Interactive Brokers Group do insiders own?
Insiders, such as officers and directors, own about 2.67% of IBKR shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.