Filing Research | IBKR - Interactive Brokers Group Inc Institutional Holdings

Snapshot holdings

50 / 241 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	5.3MSH	$457.7M
2	Egerton Capital (UK) LLP	Shares	4.1MSH	$359.4M
3	CONGRESS ASSET MANAGEMENT CO	Shares	1.5MSH	$133.0M
4	Robeco Institutional Asset Management B.V.	Shares	1.4MSH	$123.5M
5	Assenagon Asset Management S.A.	Shares	645.2KSH	$56.2M
6	Systrade AG	Shares	500.0KSH	$43.5M
7	COOKSON PEIRCE & CO INC	Shares	372.4KSH	$32.4M
8	Crocodile Capital Partners GmbH	Shares	227.2KSH	$19.8M
9	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	212.3KSH	$18.5M
10	Mediolanum International Funds Ltd	Shares	178.1KSH	$15.7M
11	Czech National Bank	Shares	126.8KSH	$11.0M
12	CWA Asset Management Group, LLC	Shares	122.5KSH	$10.7M
13	Vest Financial, LLC	Shares	104.1KSH	$9.1M
14	Triasima Portfolio Management inc.	Shares	102.7KSH	$8.9M
15	QRG CAPITAL MANAGEMENT, INC.	Shares	100.7KSH	$8.8M
16	IFM Investors Pty Ltd	Shares	100.7KSH	$8.8M
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	98.4KSH	$8.6M
18	Mirae Asset Global Investments Co., Ltd.	Shares	96.0KSH	$8.4M
19	PensionDanmark Pensionsforsikringsaktieselskab	Shares	93.6KSH	$8.2M
20	EXCHANGE TRADED CONCEPTS, LLC	Shares	76.2KSH	$6.6M
21	VMS Asset Management Limited	Shares	75.4KSH	$6.6M
22	Ninety One SA (PTY) Ltd	Shares	74.3KSH	$6.5M
23	Police & Firemen's Retirement System of New Jersey	Shares	65.1KSH	$5.7M
24	Union Bancaire Privee, UBP SA	Shares	75.4KSH	$5.4M
25	Ninety One North America, Inc.	Shares	60.9KSH	$5.3M
26	Freedom Day Solutions, LLC	Shares	53.9KSH	$4.7M
27	Blackhawk Capital Partners, LLC	Shares	49.7KSH	$4.3M
28	Arkfeld Wealth Strategies, L.L.C.	Shares	44.0KSH	$4.2M
29	Insight Wealth Strategies, LLC	Shares	42.1KSH	$3.9M
30	Uncommon Cents Investing LLC	Shares	43.8KSH	$3.8M
31	ANDERSON HOAGLAND & CO	Shares	43.5KSH	$3.8M
32	DAVENPORT & Co LLC	Shares	42.8KSH	$3.7M
33	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	40.6KSH	$3.5M
34	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	37.4KSH	$3.5M
35	GRIFFIN ASSET MANAGEMENT, INC.	Shares	40.3KSH	$3.5M
36	Value Partners Investments Inc.	Shares	36.8KSH	$3.2M
37	Swedbank AB	Shares	34.1KSH	$3.0M
38	Catalyst Capital Advisors LLC	Shares	31.5KSH	$2.7M
39	Envestnet Portfolio Solutions, Inc.	Shares	31.1KSH	$2.7M
40	Spire Wealth Management	Shares	28.6KSH	$2.5M
41	MANCHESTER FINANCIAL INC	Shares	28.7KSH	$2.5M
42	MITCHELL & PAHL PRIVATE WEALTH, LLC	Shares	28.5KSH	$2.5M
43	Sowell Financial Services LLC	Shares	26.9KSH	$2.3M
44	Fideuram Asset Management (Ireland) dac	Shares	23.3KSH	$2.2M
45	HARTFORD INVESTMENT MANAGEMENT CO	Shares	24.5KSH	$2.1M
46	INVESTMENT HOUSE LLC	Shares	31.8KSH	$2.1M
47	ABN AMRO INVESTMENT SOLUTIONS	Shares	23.4KSH	$2.0M
48	Louisiana State Employees Retirement System	Shares	22.8KSH	$2.0M
49	AG2R LA MONDIALE GESTION D'ACTIFS	Shares	22.5KSH	$2.0M
50	Mainstream Capital Management LLC	Shares	21.9KSH	$1.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 259 loaded

#		Instrument
1	Ninety One UK Ltd new	Shares	+5.3M	+$457.7M	$457.7M
2	CONGRESS ASSET MANAGEMENT CO added	Shares	+556.2K	+$67.8M	$133.0M
3	Robeco Institutional Asset Management B.V. added	Shares	+91.9K	+$34.5M	$123.5M
4	Systrade AG unchanged	Shares	0	+$10.0M	$43.5M
5	Crocodile Capital Partners GmbH unchanged	Shares	0	+$7.7M	$19.8M
6	COOKSON PEIRCE & CO INC added	Shares	+3.2K	+$7.7M	$32.4M
7	VMS Asset Management Limited new	Shares	+75.4K	+$6.6M	$6.6M
8	Ninety One SA (PTY) Ltd new	Shares	+74.3K	+$6.5M	$6.5M
9	Triasima Portfolio Management inc. added	Shares	+58.2K	+$6.0M	$8.9M
10	Mediolanum International Funds Ltd added	Shares	+16.0K	+$5.4M	$15.7M
11	Union Bancaire Privee, UBP SA new	Shares	+75.4K	+$5.4M	$5.4M
12	Ninety One North America, Inc. new	Shares	+60.9K	+$5.3M	$5.3M
13	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+28.2K	+$3.4M	$6.6M
14	Czech National Bank added	Shares	+5.5K	+$2.9M	$11.0M
15	QRG CAPITAL MANAGEMENT, INC. added	Shares	+11.9K	+$2.8M	$8.8M
16	Mirae Asset Global Investments Co., Ltd. added	Shares	+8.9K	+$2.5M	$8.4M
17	CWA Asset Management Group, LLC added	Shares	+487	+$2.5M	$10.7M
18	IFM Investors Pty Ltd added	Shares	+6.5K	+$2.4M	$8.8M
19	PensionDanmark Pensionsforsikringsaktieselskab added	Shares	+5.1K	+$2.2M	$8.2M
20	Fideuram Asset Management (Ireland) dac new	Shares	+23.3K	+$2.2M	$2.2M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-5.3K	+$1.6M	$8.6M
22	Vest Financial, LLC trimmed	Shares	-7.6K	+$1.6M	$9.1M
23	TriaGen Wealth Management LLC new	Shares	+16.5K	+$1.4M	$1.4M
24	NOVEM GROUP new	Shares	+16.2K	+$1.4M	$1.4M
25	Police & Firemen's Retirement System of New Jersey trimmed	Shares	-1.1K	+$1.2M	$5.7M
26	Envestnet Portfolio Solutions, Inc. added	Shares	+8.1K	+$1.2M	$2.7M
27	Insight Wealth Strategies, LLC trimmed	Shares	-1.8K	+$978.3K	$3.9M
28	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+7.3K	+$955.2K	$2.0M
29	Freedom Day Solutions, LLC trimmed	Shares	-2.2K	+$930.7K	$4.7M
30	Marshall Financial Group, LLC new	Shares	+10.2K	+$887.5K	$887.5K
31	Blackhawk Capital Partners, LLC trimmed	Shares	-1.7K	+$879.7K	$4.3M
32	Uncommon Cents Investing LLC unchanged	Shares	0	+$874.0K	$3.8M
33	ANDERSON HOAGLAND & CO unchanged	Shares	0	+$867.8K	$3.8M
34	Lake Hills Wealth Management, LLC new	Shares	+9.8K	+$855.8K	$855.8K
35	Central Pacific Bank - Trust Division new	Shares	+9.8K	+$849.1K	$849.1K
36	Canada Post Corp Registered Pension Plan added	Shares	+6.6K	+$809.5K	$1.6M
37	GRIFFIN ASSET MANAGEMENT, INC. unchanged	Shares	0	+$804.5K	$3.5M
38	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed	Shares	-2.8K	+$793.4K	$3.5M
39	DAVENPORT & Co LLC trimmed	Shares	-2.5K	+$689.5K	$3.7M
40	Arkfeld Wealth Strategies, L.L.C. trimmed	Shares	-406	+$684.4K	$4.2M
41	Swedbank AB unchanged	Shares	0	+$680.6K	$3.0M
42	BURNEY CO/ added	Shares	+4.1K	+$672.7K	$1.7M
43	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-2.3K	+$656.0K	$3.5M
44	Catalyst Capital Advisors LLC unchanged	Shares	0	+$629.1K	$2.7M
45	Sowell Financial Services LLC added	Shares	+1.2K	+$618.0K	$2.3M
46	Successful Portfolios LLC trimmed	Shares	-263	+$570.4K	$1.9M
47	MITCHELL & PAHL PRIVATE WEALTH, LLC trimmed	Shares	-63	+$565.3K	$2.5M
48	Pacific Excel Wealth Advisors, Inc. new	Shares	+6.5K	+$564.9K	$564.9K
49	AG2R LA MONDIALE GESTION D'ACTIFS added	Shares	+1.6K	+$556.1K	$2.0M
50	Sequoia Financial Advisors, LLC added	Shares	+4.0K	+$551.7K	$1.2M

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