# INTERACTIVE BROKERS GROUP IN (IBKR)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IBKR/

- Reporting holders: 32
- Reported value: $203.4M
- Held through calls: 0.0%
- Held through puts: 0.1%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $128.3M | 1,502,435 | 0.8% | 4 |
| [Systrade AG](https://holderbook.com/funds/1818160-systrade-ag/) | $42.7M | 500,000 | 21.6% | 5 |
| [Crocodile Capital Partners GmbH](https://holderbook.com/funds/1956498-crocodile-capital-partners-gmbh/) | $19.4M | 227,226 | 12.1% | 4 |
| [Insight Wealth Strategies, LLC](https://holderbook.com/funds/1749914-insight-wealth-strategies-llc/) | $3.6M | 42,035 | 0.4% | 16 |
| [Successful Portfolios LLC](https://holderbook.com/funds/1721780-successful-portfolios-llc/) | $1.8M | 19,925 | 0.8% | 4 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $1.3M | 15,465 | 0.0% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.0M | 12,045 | 0.0% | 16 |
| [Central Pacific Bank - Trust Division](https://holderbook.com/funds/2020066-central-pacific-bank-trust-division/) | $787.7K | 9,222 | 0.1% | 2 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $766.6K | 8,934 | 0.3% | 5 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $735.6K | 8,507 | 0.0% | 8 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $441.4K | 5,167 | 0.0% | 3 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $409.4K | 4,793 | 0.0% | 5 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $352.4K | 4,125 | 0.0% | 5 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $342.2K | 2,007 | 0.2% | 2 |
| [Plan A Wealth LLC](https://holderbook.com/funds/2093645-plan-a-wealth-llc/) | $236.1K | 2,764 | 0.1% | 2 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $229.0K | 2,680 | 0.1% | 2 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $211.5K | 2,476 | 0.0% | 2 |
| [SAPIENT CAPITAL LLC](https://holderbook.com/funds/1998653-sapient-capital-llc/) | $204.2K | 2,390 | 0.0% | 2 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $186.7K | 2,186 | 0.0% | 16 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $104.6K | 1,224 | 0.0% | 21 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $70.6K | 827 | 0.0% | 21 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $44.8K | 524 | 0.0% | 10 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $32.6K | 382 | 0.0% | 2 |
| [AMERICAN NATIONAL BANK & TRUST](https://holderbook.com/funds/1272164-american-national-bank-trust/) | $31.3K | 367 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $15.5K | 181 | 0.0% | 5 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 32 | $203.4M |
| Q2 2026 | 1,123 | $37.1B |
| Q1 2026 | 1,009 | $26.5B |
| Q4 2025 | 983 | $25.9B |
| Q3 2025 | 923 | $28.2B |
| Q2 2025 | 810 | $22.3B |
| Q1 2025 | 750 | $16.5B |
| Q4 2024 | 718 | $17.1B |
| Q3 2024 | 591 | $13.7B |
| Q2 2024 | 553 | $12.2B |
| Q1 2024 | 498 | $11.6B |
| Q4 2023 | 455 | $8.1B |