Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionEnvestnet Asset Management Inc
Latest Disclosed Ownership1,063,175 shares
Latest Disclosed Value $ 71,307,137
Envestnet Asset Management Inc reports 16.13% increase in ownership of IBKR / Interactive Brokers Group, Inc.

On May 4, 2026 - Envestnet Asset Management Inc filed a 13F-HR form disclosing ownership of 1,063,175 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $71,307,137 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 915,497 shares of Interactive Brokers Group, Inc.. This represents a change in shares of 16.13% 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)
2026-05-04 2026-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,063,175 147,678 16.13 71,307 21.12 0.0191
2026-02-10 2025-12-31 13F INTERACTIVE BROKERS GROUP COM CL A 45841N107 915,497 -83,960 -8.40 58,876 -14.39 0.0175
2025-11-05 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 999,457 -5,586 -0.56 68,773 23.49 0.0198
2025-08-01 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,005,043 697,782 227.10 55,689 9.45 0.0163
2025-04-29 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 307,261 -23,355 -7.06 50,879 -12.89 0.0164
2025-02-13 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 330,616 -11,852 -3.46 58,410 22.38 0.0187
2024-11-07 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 342,468 12,491 3.79 47,726 17.97 0.0154
2024-08-08 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 329,977 -19,185 -5.49 40,455 3.72 0.0141
2024-05-13 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 349,162 63,324 22.15 39,005 64.61 0.0146
2024-02-13 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 285,838 5,030 1.79 23,696 -2.51 0.0098
2023-11-13 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 280,808 17,969 6.84 24,307 11.33 0.0111
2023-08-04 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 262,839 -68,796 -20.74 21,834 -20.26 0.0097
2023-05-11 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 331,635 97,106 41.40 27,380 61.36 0.0132
2023-02-07 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 234,529 21,005 9.84 16,968 24.34 0.0088
2022-11-10 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 213,524 2,521 1.19 13,646 17.57 0.0078
2022-08-03 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 211,003 4,390 2.12 11,607 -14.77 0.0065
2022-05-04 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 206,613 24,275 13.31 13,618 -5.96 0.0069
2022-02-04 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 182,338 16,294 9.81 14,481 39.90 0.0072
2021-10-07 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 166,044 5,393 3.36 10,351 -1.98 0.0057
2021-08-04 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 160,651 14,801 10.15 10,560 -0.87 0.0060
2021-05-04 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 145,850 72,607 99.13 10,653 138.75 0.0069
2021-02-02 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 73,243 11,725 19.06 4,462 50.08 0.0034
2020-10-09 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 61,518 11,237 22.35 2,973 41.57 0.0026
2020-07-08 2020-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 50,281 4,311 9.38 2,100 5.79 0.0021
2020-04-23 2020-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 45,970 5,397 13.30 1,985 4.92 0.0024
2020-02-11 2019-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 40,573 -137 -0.34 1,892 -13.53 0.0020
2019-10-17 2019-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 40,710 2,209 5.74 2,188 4.54 0.0024
2019-08-02 2019-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 38,501 5,269 15.86 2,093 21.33 0.0026
2019-05-10 2019-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 33,232 33,232 1,725 0.0024
2018-11-14 2018-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 0 -393 -100.00 0 -100.00
2018-08-10 2018-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 393 -46 -10.48 26 -13.33 0.0001
2018-05-09 2018-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 439 72 19.62 30 36.36 0.0001
2018-02-20 2017-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 367 0 0.00 22 29.41 0.0000
2017-11-13 2017-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 367 -537 -59.40 17 -48.48 0.0000
2017-08-14 2017-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 904 -89 -8.96 33 -2.94 0.0001
2017-05-09 2017-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 993 -4,470 -81.82 34 -83.00 0.0001
2017-02-14 2016-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 5,463 -228 -4.01 200 -0.50 0.0007
2016-11-14 2016-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 5,691 -4,192 -42.42 201 -42.57 0.0008
2016-08-15 2016-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 9,883 -875 -8.13 350 -17.26 0.0014
2016-05-16 2016-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 10,758 376 3.62 423 -6.62 0.0018
2016-02-16 2015-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 10,382 1,877 22.07 453 34.82 0.0021
2015-11-13 2015-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 8,505 752 9.70 336 4.35 0.0017
2015-08-13 2015-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 7,753 7,753 0.00 322 0.0015
2015-05-15 2015-03-31 13F Interactive Brokers Group COM 45841N107 0 -99 -100.00 0 -100.00
2015-02-12 2014-12-31 13F Interactive Brokers Group COM 45841N107 99 66 200.00 3 200.00 0.0000
2014-02-12 2013-12-31 13F Interactive Brokers Group COM 45841N107 33 33 1 0.0000
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.