Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionGreenwich Wealth Management LLC
Latest Disclosed Ownership9,924,043 shares
Latest Disclosed Value $ 665,606
Greenwich Wealth Management LLC reports 8.04% increase in ownership of IBKR / Interactive Brokers Group, Inc.

On May 12, 2026 - Greenwich Wealth Management LLC filed a 13F-HR form disclosing ownership of 9,924,043 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $665,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 9,185,108 shares of Interactive Brokers Group, Inc.. This represents a change in shares of 8.04% 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)
2026-05-12 2026-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 9,924,043 738,935 8.04 666 12.71 27.1742
2026-02-10 2025-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 9,185,108 -1,182,168 -11.40 591 -17.25 26.3493
2025-11-12 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,367,276 -497,256 -4.58 713 18.44 35.4923
2025-08-13 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,864,532 8,159,175 301.59 602 34.68 29.2169
2025-05-12 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,705,357 -69,225 -2.49 448 -8.78 33.9002
2025-02-10 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,774,582 -204,641 -6.87 490 18.07 34.5610
2024-10-29 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,979,223 -149 -0.01 415 13.70 28.2439
2024-08-09 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,979,372 8,038 0.27 365 10.27 26.6786
2024-05-13 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,971,334 -146,842 -4.71 332 28.29 26.4378
2024-02-01 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 3,118,176 317 0.01 258 -4.09 25.5311
2023-11-07 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 3,117,859 189,555 6.47 270 10.70 28.5184
2023-07-31 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,928,304 2,143 0.07 243 0.83 25.5618
2023-04-24 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,926,161 -600,489 -17.03 242 -5.49 26.3539
2023-02-06 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 3,526,650 -1,562,125 -30.70 255 -99.92 28.0712
2022-11-14 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 5,088,775 2,597,767 104.29 325,224 137.34 34.6700
2022-08-08 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,491,008 -1,241,986 -33.27 137,030 -44.31 18.1530
2022-05-11 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 3,732,994 -1,984,955 -34.71 246,042 -45.82 25.1227
2022-01-28 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 5,717,949 -2,428,034 -29.81 454,120 -10.57 37.1054
2021-10-19 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 8,145,983 627,539 8.35 507,821 2.76 42.2716
2021-07-27 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 7,518,444 -1,261,729 -14.37 494,187 -22.94 42.1722
2021-05-06 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 8,780,173 -1,231,235 -12.30 641,304 5.15 51.2131
2021-02-12 2020-12-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COM 45841N107 10,011,408 9,378,652 1,482.19 609,895 1,894.36 53.1546
2021-02-11 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 632,756 0 30,581 5,468,940.0117
2020-10-29 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 632,756 40,234 6.79 30,581 23.56 5.4736
2020-08-11 2020-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 592,522 -786 -0.13 24,750 -3.37 4.7307
2020-05-12 2020-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 593,308 -2,995 -0.50 25,613 -7.87 5.4717
2020-02-10 2019-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 596,303 -554 -0.09 27,800 -13.39 5.5922
2019-11-12 2019-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 596,857 -9,422 -1.55 32,099 -2.32 6.2654
2019-08-13 2019-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 606,279 -6,582 -1.07 32,860 3.35 5.6603
2019-05-14 2019-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 612,861 52,890 9.45 31,795 3.90 5.6192
2019-02-11 2018-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 559,971 9,792 1.78 30,602 0.57 6.0997
2018-11-07 2018-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 550,179 346 0.06 30,430 -14.08 5.3063
2018-07-25 2018-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 549,833 238,160 76.41 35,415 68.99 6.2705
2018-05-02 2018-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 311,673 55,931 21.87 20,957 38.40 3.3007
2018-02-07 2017-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 255,742 -44,151 -14.72 15,142 12.10 2.5307
2017-11-14 2017-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 299,893 -72,031 -19.37 13,507 -2.95 2.3236
2017-08-14 2017-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 371,924 48,460 14.98 13,917 23.92 2.3283
2017-04-26 2017-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 323,464 -8,276 -2.49 11,231 -7.27 1.4949
2017-02-14 2016-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 331,740 -2,282 -0.68 12,112 2.81 1.5290
2016-11-14 2016-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 334,022 821 0.25 11,781 -0.12 2.0847
2016-08-12 2016-06-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COM 45841N107 333,201 64,103 23.82 11,795 11.47 2.8500
2016-08-12 2016-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 333,201 4,034
2016-05-11 2016-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 269,098 -860 -0.32 10,581 -10.10 2.7380
2016-02-16 2015-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 269,958 -7,666 -2.76 11,770 7.41 2.8832
2015-11-05 2015-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 277,624 105,009 60.83 10,958 52.75 2.6502
2015-08-10 2015-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 172,615 -19,896 -10.33 7,174 9.54 0.9162
2015-05-14 2015-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 192,511 -53,205 -21.65 6,549 -8.60 0.7412
2015-02-13 2014-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 245,716 -60,250 -19.69 7,165 -6.14 0.4745
2014-11-13 2014-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 305,966 46,093 17.74 7,634 26.14 0.5148
2014-07-29 2014-06-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COM 45841N107 259,873 159,290 158.37 6,052 177.61 0.4016
2014-07-29 2014-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 100,583 2,180
2014-04-10 2014-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 100,583 -77,559 -43.54 2,180 -49.72 0.1513
2014-02-07 2013-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 178,142 -90,955 -33.80 4,336 -14.16 0.4381
2013-11-12 2013-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 269,097 77,145 40.19 5,051 64.80 0.3619
2013-08-13 2013-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 191,952 191,952 3,065 0.2268
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.