INTERACTIVE BROKERS GROUP IN (IBKR)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $128.3M | 1,502,435 | 0.83% | 4q | -1.7%-$2.2M |
| Systrade AG | $42.7M | 500,000 | 21.64% | 5q | HELD |
| Crocodile Capital Partners GmbH | $19.4M | 227,226 | 12.12% | 4q | HELD |
| Insight Wealth Strategies, LLC | $3.6M | 42,035 | 0.36% | 16q | HELD |
| Successful Portfolios LLC | $1.8M | 19,925 | 0.82% | 4q | HELD |
| GAMMA Investing LLC | $1.3M | 15,465 | 0.04% | 12q | +7.4%+$91.3K |
| Farther Finance Advisors, LLC | $1.0M | 12,045 | 0.01% | 16q | +14.0%+$126.7K |
| Central Pacific Bank - Trust Division | $787.7K | 9,222 | 0.08% | 2q | -5.5%-$45.5K |
| Bullock Wealth Management Group | $766.6K | 8,934 | 0.32% | 5q | +2.9%+$21.9K |
| Wedmont Private Capital | $735.6K | 8,507 | 0.02% | 8q | +4.7%+$33.0K |
| Everhart Financial Group, Inc. | $441.4K | 5,167 | 0.03% | 3q | +3.8%+$16.3K |
| Valeo Financial Advisors, LLC | $409.4K | 4,793 | 0.01% | 5q | +10.3%+$38.4K |
| EASTERN BANK | $352.4K | 4,125 | 0.01% | 5q | +265.0%+$255.8K |
| Investment Partners Asset Management, Inc. | $342.2K | 2,007 | 0.18% | 2q | HELD |
| Plan A Wealth LLC | $236.1K | 2,764 | 0.08% | 2q | -11.2%-$29.6K |
| Vann Equity Management LLC | $229.0K | 2,680 | 0.14% | 2q | HELD |
| Cooper Financial Group | $211.5K | 2,476 | 0.02% | 2q | +1.5%+$3.1K |
| SAPIENT CAPITAL LLC | $204.2K | 2,390 | 0.00% | 2q | -51.3%-$215.4K |
| Versant Capital Management, Inc | $186.7K | 2,186 | 0.02% | 16q | +2.2%+$4.1K |
| Rosenberg Matthew Hamilton | $104.6K | 1,224 | 0.02% | 21q | HELD |
| MassMutual Private Wealth & Trust, FSB | $70.6K | 827 | 0.00% | 21q | -21.7%-$19.6K |
| CoreCap Advisors, LLC | $44.8K | 524 | 0.00% | 10q | +62.2%+$17.2K |
| Wealth Enhancement Trust Services, Inc. | $32.6K | 382 | 0.00% | 2q | -2.3% |
| AMERICAN NATIONAL BANK & TRUST | $31.3K | 367 | 0.00% | 11q | -4.4%-$1.5K |
| ELEVATION WEALTH PARTNERS, LLC | $15.5K | 181 | 0.00% | 5q | HELD |
| Mn Services Vermogensbeheer B.V. | $10.5K | 123,219 | 0.08% | 6q | HELD |
| Noble Wealth Management PBC | $10.2K | 120 | 0.00% | 6q | HELD |
| Roxbury Financial LLC | $7.0K | 82 | 0.01% | 8q | -6.8% |
| Planning Strategies Inc. | $3.3K | 39 | 0.00% | 2q | +14.7% |
| Davis Capital Management | $1.6K | 19 | 0.00% | 5q | HELD |
| Westwind Capital | $1.5K | 17,494 | 0.35% | new | NEW |
| TOTH FINANCIAL ADVISORY CORP | $1.3K | 15 | 0.00% | new | NEW |
| Matrix Trust Co | $756 | 8,846 | 0.11% | 3q | -4.3% |
| CX Institutional | $508 | 5,944 | 0.01% | 4q | -89.4%-$4.3K |
| Grove Bank & Trust | $256 | 3 | 0.00% | 2q | HELD |
| GILPIN WEALTH MANAGEMENT, LLC | $86 | 1 | 0.00% | new | NEW |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-28 | Harris Lawrence E | Director | Sold | 26,000 | $2.0M |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 32 | $203.4M | 2,378,166 | 3 | 11 | 8 | 0.1% |
| Q2 2026 | 1,123 | $37.1B | 414,742,057 | 190 | 382 | 369 | 2.6% |
| Q1 2026 | 1,009 | $26.5B | 384,603,592 | 128 | 384 | 313 | 2.6% |
| Q4 2025 | 983 | $25.9B | 388,026,040 | 113 | 312 | 323 | 3.8% |
| Q3 2025 | 923 | $28.2B | 391,355,604 | 188 | 304 | 292 | 4.3% |
| Q2 2025 | 810 | $22.3B | 383,191,458 | 143 | 633 | 24 | 4.7% |
| Q1 2025 | 750 | $16.5B | 95,308,687 | 125 | 254 | 246 | 4.2% |
| Q4 2024 | 718 | $17.1B | 93,635,492 | 125 | 213 | 235 | 3.3% |
| Q3 2024 | 591 | $13.7B | 96,734,754 | 92 | 218 | 178 | 1.9% |
| Q2 2024 | 553 | $12.2B | 97,385,339 | 95 | 182 | 175 | 2.4% |
| Q1 2024 | 498 | $11.6B | 102,031,288 | 90 | 149 | 169 | 2.0% |
| Q4 2023 | 455 | $8.1B | 95,606,265 | 47 | 145 | 156 | 2.1% |
| Q3 2023 | 441 | $8.2B | 93,526,170 | 62 | 145 | 137 | 1.5% |
| Q2 2023 | 427 | $7.7B | 91,676,478 | 47 | 139 | 152 | 1.2% |
| Q1 2023 | 438 | $7.8B | 92,497,808 | 79 | 154 | 131 | 1.9% |
| Q4 2022 | 405 | $6.8B | 92,390,541 | 93 | 137 | 106 | 1.7% |
| Q3 2022 | 340 | $6.0B | 92,394,792 | 46 | 151 | 92 | 0.9% |
| Q2 2022 | 342 | $4.8B | 86,867,208 | 46 | 134 | 104 | 1.0% |
| Q1 2022 | 338 | $5.8B | 86,960,820 | 45 | 132 | 100 | 0.9% |
| Q4 2021 | 339 | $7.1B | 87,481,638 | 48 | 119 | 94 | 2.6% |
| Q3 2021 | 312 | $5.2B | 82,076,310 | 43 | 127 | 73 | 2.2% |
| Q2 2021 | 319 | $5.4B | 80,332,643 | 42 | 131 | 76 | 2.8% |
| Q1 2021 | 320 | $5.9B | 79,194,854 | 63 | 104 | 91 | 2.7% |
| Q4 2020 | 281 | $4.8B | 77,515,291 | 36 | 101 | 77 | 2.0% |
| Q3 2020 | 263 | $3.3B | 67,702,275 | 42 | 80 | 82 | 1.9% |
| Q2 2020 | 250 | $3.0B | 69,648,837 | 55 | 81 | 63 | 1.5% |
| Q1 2020 | 226 | $3.1B | 70,182,839 | 24 | 89 | 61 | 0.9% |
| Q4 2019 | 248 | $3.3B | 70,260,407 | 27 | 71 | 76 | 1.5% |
| Q3 2019 | 246 | $3.8B | 68,970,267 | 24 | 86 | 70 | 1.3% |
| Q2 2019 | 250 | $3.7B | 66,949,191 | 29 | 72 | 76 | 1.8% |
| Q1 2019 | 255 | $3.5B | 66,229,091 | 36 | 78 | 80 | 1.9% |
| Q4 2018 | 249 | $3.6B | 65,345,530 | 5 | 3 | 4 | 1.5% |