Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionCrewe Advisors LLC
Latest Disclosed Ownership10,232 shares
Latest Disclosed Value $ 686,261
Crewe Advisors LLC reports 0.39% increase in ownership of IBKR / Interactive Brokers Group, Inc.

On May 7, 2026 - Crewe Advisors LLC filed a 13F-HR form disclosing ownership of 10,232 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $686,261 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 10,192 shares of Interactive Brokers Group, Inc.. This represents a change in shares of 0.39% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-07 2026-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,232 40 0.39 686 4.73 0.0586
2026-01-16 2025-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,192 0 0.00 655 -6.56 0.0581
2025-11-13 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,192 0 0.00 701 24.29 0.0669
2025-07-30 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,192 7,644 300.00 565 33.97 0.0799
2025-04-23 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 422 -6.44 0.0593
2025-01-27 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 450 26.76 0.0621
2024-11-12 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 355 13.78 0.0412
2024-07-29 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 312 9.86 0.0350
2024-05-14 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 -88 -3.34 285 30.28 0.0332
2024-02-09 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,636 88 3.45 219 -0.91 0.0346
2023-11-09 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 221 4.27 0.0381
2023-07-28 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 212 0.48 0.0297
2023-05-12 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 210 14.13 0.0307
2023-02-08 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 -63 -2.41 184 10.18 0.0292
2022-11-14 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,611 0 0.00 167 15.97 0.0302
2022-08-02 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,611 63 2.47 144 -14.29 0.0318
2022-04-27 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 168 -16.83 0.0328
2022-02-10 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 202 27.04 0.0411
2021-10-29 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 159 -4.79 0.0376
2021-08-11 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 167 -10.22 0.0414
2021-04-21 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 186 20.00 0.0461
2021-01-27 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 155 26.02 0.0620
2020-10-13 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 0 0.00 123 16.04 0.0577
2020-07-24 2020-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,548 2,548 106 0.0518
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.