Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership515,286 shares
Latest Disclosed Value $ 34,554,034
Ameriprise Financial Inc reports 19.02% increase in ownership of IBKR / Interactive Brokers Group, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 515,286 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $34,554,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 432,944 shares of Interactive Brokers Group, Inc.. This represents a change in shares of 19.02% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 515,286 82,342 19.02 34,554 24.10 0.0015
2026-02-17 2025-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 432,944 184,966 74.59 27,844 63.16 0.0063
2025-11-14 2025-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 247,978 -360,269 -59.23 17,065 -49.37 0.0039
2025-08-14 2025-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 608,247 451,614 288.33 33,703 31.03 0.0083
2025-05-14 2025-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 156,633 -22,877 -12.74 25,723 -18.89 0.0069
2025-02-14 2024-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 179,510 -40,840 -18.53 31,714 3.28 0.0081
2024-11-14 2024-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 220,350 61,046 38.32 30,708 57.23 0.0079
2024-08-14 2024-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 159,304 10,118 6.78 19,531 17.19 0.0053
2024-05-15 2024-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 149,186 13,940 10.31 16,666 48.65 0.0046
2024-02-14 2023-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 135,246 -7,404 -5.19 11,212 -9.20 0.0034
2023-11-14 2023-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 142,650 -505 -0.35 12,348 3.83 0.0041
2023-08-14 2023-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 143,155 12,868 9.88 11,892 10.55 0.0037
2023-05-22 2023-03-31 13F/A-1 INTERACTIVE BROKERS GRO-CL A COM 45841N107 130,287 -1,879 -1.42 10,756 12.49 0.0035
2023-05-15 2023-03-31 13F INTER PARFUMS COM 45841N107 130,287 -1,879 10,756 0.0007
2023-02-14 2022-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 132,166 -3,013 -2.23 9,562 10.68 0.0033
2022-11-14 2022-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 135,179 15,464 12.92 8,639 31.19 0.0032
2022-08-15 2022-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 119,715 3,401 2.92 6,585 -14.12 0.0023
2022-05-16 2022-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 116,314 -5,548 -4.55 7,668 -20.78 0.0023
2022-02-14 2021-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 121,862 -1,517 -1.23 9,679 25.83 0.0027
2021-11-15 2021-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 123,379 -115,252 -48.30 7,692 -50.96 0.0025
2021-08-16 2021-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 238,631 -4,165 -1.72 15,685 -11.55 0.0048
2021-05-17 2021-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 242,796 79,726 48.89 17,734 78.52 0.0059
2021-02-12 2020-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 163,070 -35,388 -17.83 9,934 3.57 0.0035
2020-11-16 2020-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 198,458 53,820 37.21 9,592 58.78 0.0039
2020-08-14 2020-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 144,638 -6,583 -4.35 6,041 -7.46 0.0026
2020-05-15 2020-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 151,221 -10,644 -6.58 6,528 -13.49 0.0034
2020-02-14 2019-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 161,865 -12,735 -7.29 7,546 -19.65 0.0031
2019-11-14 2019-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 174,600 -9,066 -4.94 9,391 -5.67 0.0042
2019-08-14 2019-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 183,666 -4,544 -2.41 9,955 1.95 0.0045
2019-05-15 2019-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 188,210 -6,415 -3.30 9,765 -8.12 0.0045
2019-02-14 2018-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 194,625 -8,951 -4.40 10,628 -5.61 0.0053
2018-11-14 2018-09-30 13F INTERACTIVE BROKERS COM 45841N107 203,576 2,161 1.07 11,260 -13.20 0.0039
2018-08-14 2018-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 201,415 5,001 2.55 12,973 -1.73 0.0057
2018-05-14 2018-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 196,414 -170,782 -46.51 13,202 -39.28 0.0060
2018-02-12 2017-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 367,196 -4,999 -1.34 21,741 29.70 0.0099
2017-11-07 2017-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 372,195 14,373 4.02 16,763 25.19 0.0080
2017-08-10 2017-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 357,822 -11,401 -3.09 13,390 4.45 0.0067
2017-05-05 2017-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 369,223 27,017 7.89 12,820 2.61 0.0066
2017-02-03 2016-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 342,206 7,602 2.27 12,494 5.86 0.0068
2016-11-08 2016-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 334,604 34,850 11.63 11,802 11.22 0.0066
2016-08-08 2016-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 299,754 14,472 5.07 10,611 -5.41 0.0062
2016-05-12 2016-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 285,282 1,628 0.57 11,218 -9.29 0.0067
2016-02-11 2015-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 283,654 -1,009 -0.35 12,367 10.08 0.0073
2015-11-12 2015-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 284,663 5,088 1.82 11,235 -3.30 0.0070
2015-08-13 2015-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 279,575 3,722 1.35 11,619 23.80 0.0066
2015-05-14 2015-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 275,853 15,906 6.12 9,385 23.81 0.0054
2015-02-13 2014-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 259,947 -303,107 -53.83 7,580 -46.05 0.0044
2014-11-14 2014-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 563,054 -50,006 -8.16 14,049 -1.61 0.0085
2014-08-13 2014-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 613,060 39,402 6.87 14,279 14.87 0.0084
2014-05-14 2014-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 573,658 -86,220 -13.07 12,431 -22.61 0.0075
2014-02-14 2013-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 659,878 -171,736 -20.65 16,062 2.90 0.0097
2013-11-14 2013-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 831,614 33,820 4.24 15,609 22.51 0.0102
2013-08-14 2013-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 797,794 797,794 12,741 0.0088
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.