IBKR — Interactive Brokers Group In Institutional Holders · Q3 2026

Name: Who Owns IBKR? 38 Institutions Hold $217M (Q3 2026)
Creator: ko.io

Who owns Interactive Brokers Group In (IBKR)? 38 institutions reported holding $216.68M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Congress Asset Management Co ($128.3M), Systrade AG ($42.7M), Crocodile Capital Partners GmbH ($19.4M).

Rank	Institution	Value	Shares	Change
1	CONGRESS ASSET MANAGEMENT CO	$128.3M	1.5M	Trimmed
2	Systrade AG	$42.7M	500,000	Hold
3	Crocodile Capital Partners GmbH	$19.4M	227,226	Hold
4	Mn Services Vermogensbeheer B.V.	$10.5M	123,219	Hold
5	Insight Wealth Strategies, LLC	$3.6M	42,035	Trimmed
6	Successful Portfolios LLC	$1.8M	19,925	Trimmed
7	Westwind Capital	$1.5M	17,494	New
8	GAMMA Investing LLC	$1.3M	15,465	Added
9	Farther Finance Advisors, LLC	$1.0M	12,045	Added
10	Central Pacific Bank - Trust Division	$787,743	9,222	Trimmed
11	Bullock Wealth Management Group	$766,585	8,934	Added
12	Matrix Trust Co	$756,000	8,846	Trimmed
13	Wedmont Private Capital	$735,600	8,507	Added
14	CX Institutional	$508,000	5,944	Trimmed
15	Everhart Financial Group, Inc.	$441,365	5,167	Added
16	Valeo Financial Advisors, LLC	$409,430	4,793	Added
17	EASTERN BANK	$352,358	4,125	Added
18	Investment Partners Asset Management, Inc.	$342,242	4,007	Hold
19	Plan A Wealth LLC	$236,117	2,764	Trimmed
20	Vann Equity Management LLC	$228,957	2,680	Added
21	Cooper Financial Group	$211,508	2,476	Added
22	SAPIENT CAPITAL LLC	$204,154	2,390	Trimmed
23	Versant Capital Management, Inc	$186,728	2,186	Added
24	Rosenberg Matthew Hamilton	$104,554	1,224	Hold
25	MassMutual Private Wealth & Trust, FSB	$70,642	827	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30