INTERACTIVE BROKERS GRO-CL A (IBKR) Institutional Ownership Changes & 13F Activity
INTERACTIVE BROKERS GRO-CL A (IBKR). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Assenagon Asset Management S.A., State Street Corp, Citadel Advisors Llc, Corient Private Wealth Llc, and Allianz Asset Management Gmbh.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| State Street Corp | Buy | +345,662 | +1.8% | 19,437,767 | $1.69B | Q2 2026 | Sep 22, 2026 |
| Security National Bank Of So Dak | Buy | +1,076 | — | 1,076 | $93.66K | Q2 2026 | Sep 18, 2026 |
| Skyview Investment Advisors, Llc | Sell | -110,074 | -87.3% | 16,000 | $1.39K | Q2 2026 | Sep 15, 2026 |
| Manufacturers Life Insurance Company, The | Sell | -10,720 | -4.5% | 225,131 | $19.60M | Q2 2026 | Sep 09, 2026 |
| Integrated Wealth Concepts Llc | Buy | +1,249 | +9.2% | 14,833 | $1.29M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Sell | -3 | -3.0% | 97 | $8.44K | Q2 2026 | Sep 04, 2026 |
| Citadel Advisors Llc | Buy | +345,470 | +46.9% | 1,081,743 | $94.15M | Q2 2026 | Sep 02, 2026 |
| Allianz Asset Management Gmbh | Sell | -135,422 | -39.0% | 212,166 | $18.47M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -32 | -14.9% | 183 | $15.93K | Q2 2026 | Sep 02, 2026 |
| Cornerstone Financial Management Llc | Buy | +46 | +85.2% | 100 | $8.70K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Buy | +152,518 | +128.9% | 270,820 | $23.57M | Q2 2026 | Aug 27, 2026 |
| California State Teachers Retirement System | Sell | -27,794 | -4.3% | 617,238 | $53.72M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -7 | -0.6% | 1,217 | $105.93K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -547,578 | -45.9% | 645,171 | $56.16M | Q2 2026 | Aug 21, 2026 |
| Rehmann Capital Advisory Group | Sell | -30 | -0.8% | 3,658 | $318.65K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +988 | +2.0% | 51,341 | $4.47M | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Sell | -11,227 | -16.2% | 58,186 | $5.13M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +5,483 | +8.3% | 71,579 | $6.31M | Q2 2026 | Aug 18, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | Sell | -160 | -0.2% | 82,900 | $30.10M | Q2 2026 | Aug 18, 2026 |
| Jefferies Financial Group Inc. | Sell | -25,364 | -51.0% | 24,405 | $2.12M | Q2 2026 | Aug 17, 2026 |
| Public Employees Retirement System Of Ohio | Sell | -22,771 | -10.0% | 205,530 | $17.89M | Q2 2026 | Aug 17, 2026 |
| Transamerica Financial Advisors, Llc | Buy | +11,297 | +10.5% | 119,280 | $10.38M | Q2 2026 | Aug 17, 2026 |
| Caitlin John, Llc | Buy | +11,234 | +10906.8% | 11,337 | $986.77K | Q2 2026 | Aug 17, 2026 |
| Formula Growth Ltd | Buy | +7,600 | — | 7,600 | $661.50K | Q2 2026 | Aug 17, 2026 |
| Capstone Investment Advisors, Llc | Buy | +7,581 | — | 7,581 | $659.85K | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Buy | +7,579 | +24.7% | 38,305 | $3.33M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +1,704 | +33.0% | 6,872 | $598.14K | Q2 2026 | Aug 17, 2026 |
| Centaurus Financial, Inc. | Buy | +1,282 | — | 1,282 | $112.00K | Q2 2026 | Aug 17, 2026 |
| Equitable Holdings, Inc. | Sell | -484 | -3.2% | 14,544 | $1.27M | Q2 2026 | Aug 17, 2026 |
| United Capital Financial Advisors, Llc | Buy | +141 | +1.4% | 10,585 | $921.32K | Q2 2026 | Aug 17, 2026 |
Frequently asked questions about IBKR activity
Which institutional owners are buying IBKR?
Institutional owners buying IBKR include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in IBKR activity?
"Buy" means an investor increased their reported position in IBKR compared to the prior reporting period. This reflects growing exposure to INTERACTIVE BROKERS GRO-CL A (IBKR) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in IBKR increasing?
Institutional interest in IBKR can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related IBKR Institutional Insights
- IBKR Overview
- IBKR 13F Institutional Holders
- IBKR Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- IBKR Insider Trading & SEC Form 4 Activity
- IBKR Articles
- Top Institutional Investor Stock Rankings