Interactive Brokers Group, Inc.
Interactive Brokers Group, Inc. (IBKR) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · IBKR · as of Sep 30, 2024
Ownership Breakdown
612
Institutional Holders
▲ 36 vs Q2
$12.92B
Total Inst. Value
▲ $1.47B vs Q2
443.38M
Shares Outstanding
freeFloat 97.57%
92.86M
13F Shares Held
▼ 597,176 vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
IBKR largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC security brokers, dealers & flotation companies | 10.20M | 9.38% | 9.38% | $1.42T | Nov 13, 2024 | ▲ 281.9K |
BLACKROCK, INC. security brokers, dealers & flotation companies | 9.57M | 8.80% | 8.80% | $1.33T | Nov 13, 2024 | NEW |
ORBIS ALLAN GRAY LTD security brokers, dealers & flotation companies | 6.50M | 5.98% | 5.98% | $906.28B | Nov 14, 2024 | ▼ 458.6K |
JPMORGAN CHASE & CO security brokers, dealers & flotation companies | 4.02M | 3.69% | 3.69% | $559.82B | Dec 26, 2024 | ▲ 11.4K |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC security brokers, dealers & flotation companies | 3.88M | 3.57% | 3.57% | $541.17B | Nov 13, 2024 | ▲ 98.1K |
EGERTON CAPITAL (UK) LLP security brokers, dealers & flotation companies | 3.38M | 3.11% | 3.11% | $471.39B | Nov 5, 2024 | ▲ 249.1K |
CANTILLON CAPITAL MANAGEMENT LLC security brokers, dealers & flotation companies | 3.38M | 3.11% | 3.11% | $470.71B | Nov 7, 2024 | ▼ 100.9K |
STATE STREET CORP security brokers, dealers & flotation companies | 3.22M | 2.96% | 2.96% | $449.04B | Nov 14, 2024 | ▲ 52.9K |
GREENWICH WEALTH MANAGEMENT LLC security brokers, dealers & flotation companies | 2.98M | 2.74% | 2.74% | $415.19B | Oct 29, 2024 | ▼ 149 |
GEODE CAPITAL MANAGEMENT, LLC security brokers, dealers & flotation companies | 2.07M | 1.90% | 1.90% | $287.92B | Nov 12, 2024 | ▲ 106.4K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
27
Increased
+2.50M shares2
New Positions
first time holders20
Decreased
−4.86M shares0
Sold Out
fully exitedNet shares change (top 50)
2.36M
+2.50M / −4.86M
Net new holders
+9
2 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
IBKR insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
3
Buy transactions
6
Sell transactions
0.50
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
Conkling Lori A director | Jun 1, 2026 | Purchase | 25 | $86.10 | $2.2K | 2.5K | Form 4 ↗ |
Brody Paul Jonathan Chief Financial Officer | May 8, 2026 | Tax Withhold | 82,920 | $84.42 | $7.00M | 2.86M | Form 4 ↗ |
Mendonca Denis Chief Accounting Officer | May 8, 2026 | Tax Withhold | 11,157 | $84.42 | $941.9K | 145.1K | Form 4 ↗ |
Galik Milan Chief Executive Officer | May 8, 2026 | Tax Withhold | 255,039 | $84.42 | $21.53M | 3.22M | Form 4 ↗ |
Frank Thomas AJ Executive Vice President | May 8, 2026 | Tax Withhold | 31,730 | $84.42 | $2.68M | 251.5K | Form 4 ↗ |
Nemser Earl H Vice Chairman | May 8, 2026 | Tax Withhold | 22,486 | $84.42 | $1.90M | 429.3K | Form 4 ↗ |
Conkling Lori A director | May 1, 2026 | Purchase | 25 | $79.64 | $2.0K | 2.5K | Form 4 ↗ |
Harris Lawrence E director | Apr 28, 2026 | Sale | 26,000 | $76.93 | $2.00M | 173.5K | Form 4 ↗ |
Conkling Lori A director | Apr 1, 2026 | Purchase | 25 | $68.38 | $1.7K | 2.4K | Form 4 ↗ |
Conkling Lori A director | Mar 2, 2026 | Purchase | 25 | $69.21 | $1.7K | 2.4K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Interactive Brokers Group, Inc. (IBKR) is primarily owned by institutional investors, who hold approximately 20.9% of total shares outstanding. Company insiders own approximately 2.43%, while retail and public investors account for the remaining 76.63%.
The largest institutional shareholder of Interactive Brokers Group, Inc. is VANGUARD GROUP INC, holding approximately 10.20 million shares — equal to 9.38% of outstanding shares — as of September 30, 2024.
A total of 612 institutional investors currently hold IBKR stock, with a combined institutional value of approximately $12.92 billion as of the most recent 13F filing period.
Frequently asked questions
IBKR ownershipInteractive Brokers Group, Inc. (IBKR) is primarily owned by institutional investors, who hold approximately 20.9% of shares. The largest shareholder is VANGUARD GROUP INC with a 9.38% stake. Company insiders hold 2.43%. Data sourced from SEC Form 13F as of September 30, 2024.