IBKRNasdaqSecurity Brokers, Dealers & Flotation CompaniesFiscal year ends December 31
Interactive Brokers Group, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$81.35−1.34 (-1.62%)
Close on Oct 19, 2026
- Market cap
- $36.61B
- P/E (TTM)
- 32.5
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
85.7%
389M of 453M shares
Institutional holders
1,112
196 new, 68 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
9 buys · 14 sales
Net sold $36.45M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 32,540,281 | 7.30% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 27,619,620 | 6.20% | 13G (passive) amendment | Sep 30, 2025 |
| Bares Capital Management, Inc. | – | – | 13G (passive) amendment | Oct 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of IBKR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 33,129,663 | 7.31% | $2.88B | +1,754,626 | 0.04% |
| Vanguard Capital Management LLC | 28,349,920 | 6.26% | $2.47B | +169,559 | 0.05% |
| State Street Corp | 19,437,767 | 4.29% | $1.69B | +345,662 | 0.05% |
| FMR LLC | 11,828,151 | 2.61% | $1.03B | −673,133 | 0.04% |
| Geode Capital Management, LLC | 10,641,906 | 2.35% | $925.47M | +198,299 | 0.05% |
| Greenwich Wealth Management LLC | 9,921,755 | 2.19% | $863.59K | −2,288 | 31.48% |
| Invesco Ltd. | 9,708,980 | 2.14% | $845.07M | +61,812 | 0.07% |
| Vanguard Portfolio Management LLC | 8,724,292 | 1.93% | $759.36M | −6,260,253 | 0.03% |
| Two Sigma Investments, LP | 8,340,400 | 1.84% | $725.95M | +27,429 | 0.53% |
| Wellington Management Group Llp | 7,382,141 | 1.63% | $642.54M | −2,392,651 | 0.11% |
| Kayne Anderson Rudnick Investment Management LLC | 6,365,531 | 1.40% | $554.06M | −3,650,684 | 1.72% |
| Norges Bank | 6,334,173 | 1.40% | $551.33M | New | 0.05% |
| Orbis Allan Gray Ltd | 6,069,270 | 1.34% | $528.27M | −48,775 | 1.82% |
| London & Capital Asset Management Ltd | 5,975,636 | 1.32% | $520.15M | +59,833 | 4.77% |
| Bank Of America Corp /De/ | 5,954,055 | 1.31% | $518.24M | −276,081 | 0.03% |
| American Century Companies Inc | 5,583,028 | 1.23% | $485.95M | −161,380 | 0.21% |
| Ninety One UK Ltd | 5,258,689 | 1.16% | $457.72M | New | 1.02% |
| JPMorgan Chase & Co | 5,187,549 | 1.14% | $457.54M | −1,536,103 | 0.03% |
| Morgan Stanley | 5,146,242 | 1.14% | $447.93M | +380,670 | 0.02% |
| Viking Global Investors LP | 4,830,748 | 1.07% | $420.47M | +3,436,419 | 1.20% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 1,112 | 389M | 85.7% | 196 / 400 | 380 / 68 | 50M | 41M |
| Q1 2026 | 1,000 | 380M | 83.8% | 138 / 402 | 329 / 105 | 92M | 45M |
| Q4 2025 | 979 | 386M | 85.3% | 167 / 331 | 348 / 85 | 44M | 41M |
| Q3 2025 | 911 | 390M | 86.0% | 193 / 315 | 299 / 78 | 60M | 53M |
| Q2 2025 | 802 | 383M | 84.5% | 146 / 277 | 288 / 81 | 42M | 39M |
| Q1 2025 | 746 | 381M | 84.0% | 136 / 271 | 258 / 89 | 46M | 38M |
| Q4 2024 | 710 | 374M | 82.6% | 169 / 229 | 238 / 38 | 46M | 57M |
| Q3 2024 | 586 | 388M | 85.5% | 95 / 233 | 185 / 52 | 65M | 29M |
| Q2 2024 | 548 | 389M | 86.0% | 101 / 197 | 182 / 43 | 29M | 47M |
| Q1 2024 | 494 | 408M | 90.1% | 90 / 162 | 172 / 49 | 72M | 46M |
| Q4 2023 | 456 | 382M | 84.4% | 80 / 154 | 160 / 55 | 45M | 36M |
| Q3 2023 | 435 | 373M | 82.4% | 67 / 152 | 149 / 52 | 32M | 24M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of IBKR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 13,434,529 | 2.97% | $1.17B | 0.05% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 11,544,673 | 2.55% | $1.00B | 0.06% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 6,127,853 | 1.35% | $533.37M | 0.06% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 5,699,334 | 1.26% | $495.67M | 0.06% | May 31, 2026 |
| Fidelity Magellan Fund | 5,191,400 | 1.15% | $451.86M | 1.20% | Jun 30, 2026 |
| Invesco American Franchise Fund | 3,626,782 | 0.80% | $315.42M | 1.73% | May 31, 2026 |
| Ultra Fund | 3,459,000 | 0.76% | $304.36M | 1.18% | Jul 31, 2026 |
| State Street(R) Financial Select Sector SPDR(R) ETF | 3,013,316 | 0.67% | $262.28M | 0.51% | Jun 30, 2026 |
| Vanguard Growth Index Fund | 2,901,139 | 0.64% | $252.52M | 0.07% | Jun 30, 2026 |
| New Economy Fund | 2,789,956 | 0.62% | $242.64M | 0.47% | May 31, 2026 |
| Baron Focused Growth Fund | 2,461,400 | 0.54% | $214.24M | 3.80% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 2,416,875 | 0.53% | $210.36M | 0.06% | Jun 30, 2026 |
| Neuberger Quality Equity Fund | 2,258,620 | 0.50% | $196.43M | 4.69% | May 31, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,181,136 | 0.48% | $191.92M | 0.20% | Jul 31, 2026 |
| Vanguard Value Index Fund | 2,012,227 | 0.44% | $175.14M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Earl H. Nemser | Vice Chairman, Director | 1,232,912 | 0.27% | Aug 4, 2026 |
| Paul Jonathan Brody | Chief Financial Officer, Director | 2,958,279 | 0.65% | May 28, 2026 |
| Milan Galik | Chief Executive Officer, Director | 3,215,389 | 0.71% | May 28, 2026 |
| Thomas Peterffy | Chairman, Director | 1,516,182 | 0.33% | Feb 24, 2025 |
| Denis Mendonca | Chief Accounting Officer | 145,071 | 0.03% | May 28, 2026 |
| Thomas AJ Frank | Executive Vice President | 1,066,976 | 0.24% | May 28, 2026 |
| Lori A. Conkling | Director | 2,559 | 0.00% | Sep 2, 2026 |
| Lawrence E. Harris | Director | 175,482 | 0.04% | Apr 29, 2026 |
| William Peterffy | Director | 10,126 | 0.00% | Jan 26, 2026 |
| Nicole Yuen | Director | 10,126 | 0.00% | Jan 26, 2026 |
| Jill Bright | Director | 11,082 | 0.00% | Jan 26, 2026 |
| Richard H. Repetto | Director | 3,046 | 0.00% | Jan 26, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lori A. Conkling Director | Sep 1, 2026 | Buy | +25 | $94.53 | $2.36K | 2,559 |
| Lori A. Conkling Director | Aug 3, 2026 | Buy | +25 | $87.03 | $2.18K | 2,534 |
| Earl H. Nemser Vice Chairman, Director | Jul 31, 2026 | Award | +803,568 | $87.99 | $70.71M | 803,568 |
| Lori A. Conkling Director | Jul 1, 2026 | Buy | +25 | $88.03 | $2.20K | 2,509 |
| Lori A. Conkling Director | Jun 1, 2026 | Buy | +25 | $86.10 | $2.15K | 2,484 |
| Denis Mendonca Chief Accounting Officer | May 8, 2026 | Tax withholding | −11,157 | $84.42 | $941.87K | 145,071 |
| Paul Jonathan Brody Chief Financial Officer, Director | May 8, 2026 | Tax withholding | −82,920 | $84.42 | $7.00M | 2,856,806 |
| Earl H. Nemser Vice Chairman, Director | May 8, 2026 | Tax withholding | −22,486 | $84.42 | $1.90M | 429,344 |
| Milan Galik Chief Executive Officer, Director | May 8, 2026 | Tax withholding | −255,039 | $84.42 | $21.53M | 3,215,389 |
| Thomas AJ Frank Executive Vice President | May 8, 2026 | Tax withholding | −31,730 | $84.42 | $2.68M | 251,518 |
| Lori A. Conkling Director | May 1, 2026 | Buy | +25 | $79.64 | $1.99K | 2,459 |
| Lawrence E. Harris Director | Apr 28, 2026 | Sale | −26,000 | $76.93 | $2.00M | 173,482 |
| Lori A. Conkling Director | Apr 1, 2026 | Buy | +25 | $68.38 | $1.71K | 2,434 |
| Lori A. Conkling Director | Mar 2, 2026 | Buy | +25 | $69.21 | $1.73K | 2,409 |
| Lori A. Conkling Director | Feb 25, 2026 | Buy | +50 | $73.21 | $3.66K | 2,384 |
| Earl H. Nemser Vice Chairman, Director | Jan 27, 2026 | Sale | −20,469 | $75.75 | $1.55M | 0 |
| Earl H. Nemser Vice Chairman, Director | Jan 27, 2026 | Sale | −39,731 | $75.07 | $2.98M | 20,469 |
| Earl H. Nemser Vice Chairman, Director | Jan 26, 2026 | Sale | −3,101 | $77.98 | $241.82K | 60,200 |
| Earl H. Nemser Vice Chairman, Director | Jan 26, 2026 | Sale | −30,817 | $76.72 | $2.36M | 63,301 |
| Earl H. Nemser Vice Chairman, Director | Jan 26, 2026 | Sale | −60,882 | $75.83 | $4.62M | 94,118 |
| Earl H. Nemser Vice Chairman, Director | Jan 23, 2026 | Sale | −84,935 | $77.65 | $6.60M | 215,065 |
| Earl H. Nemser Vice Chairman, Director | Jan 23, 2026 | Sale | −60,065 | $78.14 | $4.69M | 155,000 |
| Earl H. Nemser Vice Chairman, Director | Jan 22, 2026 | Sale | −100,000 | $76.81 | $7.68M | 300,000 |
| Lori A. Conkling Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 2,334 |
| Paul Jonathan Brody Chief Financial Officer, Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 2,939,726 |
| Nicole Yuen Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 10,126 |
| Earl H. Nemser Vice Chairman, Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 451,830 |
| William Peterffy Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 10,126 |
| Jill Bright Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 11,082 |
| Milan Galik Chief Executive Officer, Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 3,470,428 |
| Lawrence E. Harris Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 199,482 |
| Richard H. Repetto Director | Jan 1, 2026 | Award | +389 | $64.31 | $25.02K | 3,046 |
| Lori A. Conkling Director | Dec 31, 2025 | Award | +389 | – | – | 1,945 |
| Earl H. Nemser Vice Chairman, Director | Dec 31, 2025 | Award | +23,240 | – | – | 451,052 |
| Earl H. Nemser Vice Chairman, Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 451,441 |
| Lori A. Conkling Director | Dec 31, 2025 | Award | +1,167 | – | – | 1,167 |
| Lori A. Conkling Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 1,556 |
| Richard H. Repetto Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 2,657 |
| Paul Jonathan Brody Chief Financial Officer, Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 2,939,337 |
| Paul Jonathan Brody Chief Financial Officer, Director | Dec 31, 2025 | Award | +53,452 | – | – | 2,938,948 |
| William Peterffy Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 9,737 |
| Thomas AJ Frank Executive Vice President | Dec 31, 2025 | Award | +13,944 | – | – | 283,248 |
| Milan Galik Chief Executive Officer, Director | Dec 31, 2025 | Award | +224,650 | – | – | 3,469,650 |
| Milan Galik Chief Executive Officer, Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 3,470,039 |
| Denis Mendonca Chief Accounting Officer | Dec 31, 2025 | Award | +11,156 | – | – | 156,228 |
| Jill Bright Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 10,693 |
| Lawrence E. Harris Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 199,093 |
| Nicole Yuen Director | Dec 31, 2025 | Award | +389 | $64.31 | $25.02K | 9,737 |
| Milan Galik Chief Executive Officer, Director | Dec 29, 2025 | Other | −895,688 | – | – | 0 |
| Lawrence E. Harris Director | Oct 29, 2025 | Sale | −10,645 | $69.00 | $734.51K | 198,704 |
| Lawrence E. Harris Director | Oct 28, 2025 | Sale | −6,855 | $69.15 | $474.02K | 209,349 |
| Lawrence E. Harris Director | Oct 27, 2025 | Sale | −7,500 | $69.73 | $522.98K | 216,204 |
| Lawrence E. Harris Director | Oct 24, 2025 | Sale | −8,000 | $68.50 | $548.00K | 223,704 |
| Jill Bright Director | Oct 23, 2025 | Buy | +400 | $65.95 | $26.38K | 10,304 |
| Lawrence E. Harris Director | Oct 23, 2025 | Sale | −22,000 | $67.63 | $1.49M | 231,704 |
| Paul Jonathan Brody Chief Financial Officer, Director | Sep 30, 2025 | Sale(10b5-1 plan) | −1,979 | $69.30 | $137.14K | 8,083 |
| Paul Jonathan Brody Chief Financial Officer, Director | Sep 30, 2025 | Sale(10b5-1 plan) | −1,155 | $70.00 | $80.85K | 6,928 |
| Paul Jonathan Brody Chief Financial Officer, Director | Sep 29, 2025 | Sale(10b5-1 plan) | −2,021 | $68.70 | $138.84K | 10,062 |
| Paul Jonathan Brody Chief Financial Officer, Director | Sep 29, 2025 | Sale(10b5-1 plan) | −8,792 | $68.27 | $600.23K | 12,083 |
| Paul Jonathan Brody Chief Financial Officer, Director | Sep 29, 2025 | Sale(10b5-1 plan) | −7,414 | $67.16 | $497.92K | 20,875 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Lawrence E. Harris Director | Apr 28, 2026 | 26,000 | $2.02M | Apr 28, 2026 | Purchase |
| Earl H. Nemser Officer, Director | Jan 22, 2026 | 400,000 | $30.32M | Jan 22, 2026 | Redemption Transaction |
| Lawrence E. Harris Director | Oct 23, 2025 | 75,000 | $4.86M | Oct 23, 2025 | Purchase |
| Paul Jonathan Brody Officer | Sep 9, 2025 | 1,000,000 | $61.11M | Sep 9, 2025 | Redemption Transaction |
| Earl H. Nemser Officer | Aug 28, 2025 | 400,000 | $24.72M | Jul 26, 2025 | Redemption Transaction |
| Earl H. Nemser Officer | Feb 2, 2024 | 200,000 | $18.17M | Feb 2, 2024 | Distribution |
| Thomas AJ Frank Officer | Dec 11, 2023 | 566,256 | $45.76M | Dec 11, 2023 | Redemption Transaction |
| Paul Jonathan Brody Officer | Sep 11, 2023 | 500,000 | $46.49M | Sep 11, 2023 | Redemption Transaction |
| Thomas AJ Frank Officer | Sep 11, 2023 | 1,000,000 | $92.97M | Sep 11, 2023 | Redemption Transaction |
| Philip Uhde Director | Apr 20, 2023 | 108,844 | $9.22M | Apr 20, 2023 | Distribution |