Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionLegal & General Group Plc
Latest Disclosed Ownership2,506,521 shares
Latest Disclosed Value $ 168,111,764
Legal & General Group Plc reports 19.13% increase in ownership of IBKR / Interactive Brokers Group, Inc.

On May 8, 2026 - Legal & General Group Plc filed a 13F-HR form disclosing ownership of 2,506,521 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $168,111,764 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,103,969 shares of Interactive Brokers Group, Inc.. This represents a change in shares of 19.13% 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)
2026-05-08 2026-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2,506,521 402,552 19.13 168,112 24.25 0.0389
2026-02-09 2025-12-31 13F INTERACTIVE BROKERS GROUP IN COM C 45841N107 2,103,969 255,272 13.81 135,306 6.37 0.0300
2025-11-13 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,848,697 86,853 4.93 127,209 30.31 0.0285
2025-08-12 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,761,844 1,341,784 319.43 97,624 40.35 0.0242
2025-05-15 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 420,060 77,452 22.61 69,558 14.92 0.0189
2025-02-13 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 342,608 -18,542 -5.13 60,529 20.26 0.0160
2025-02-28 2024-09-30 13F/A-2 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 361,150 44,108 13.91 50,330 29.48 0.0132
2024-11-14 2024-09-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 375,677 44,108 52,354 0.0109
2024-11-14 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 375,677 44,108 52,354 0.0055
2025-05-29 2024-06-30 13F/A-1 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 317,042 53,173 20.15 38,869 31.87 0.0110
2024-08-14 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 331,569 63,868 40,650 0.0091
2025-05-29 2024-03-31 13F/A-2 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 263,869 10,364 4.09 29,477 40.26 0.0085
2024-07-01 2024-03-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 267,701 10,744 29,905 0.0070
2024-05-14 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 267,701 10,744 29,905 0.0036
2025-05-29 2023-12-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 253,505 -14,349 -5.36 21,016 -9.36 0.0065
2024-02-15 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 256,957 -10,897 21,302 0.0055
2023-11-14 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 267,854 8,028 3.09 23,185 7.42 0.0081
2023-08-14 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 259,826 23,502 9.94 21,584 10.63 0.0070
2023-05-15 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 236,324 7,704 3.37 19,511 17.96 0.0070
2023-02-14 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 228,620 15,033 7.04 16,541 21.17 0.0063
2022-11-14 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 213,587 19,859 10.25 13,650 28.08 0.0053
2022-08-22 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 193,728 23,223 13.62 10,657 -5.17 0.0038
2022-05-16 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 170,505 31,674 22.81 11,238 1.92 0.0034
2022-02-14 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 138,831 8,365 6.41 11,026 35.55 0.0033
2021-11-15 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 130,466 19,128 17.18 8,134 11.15 0.0026
2021-08-12 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 111,338 -16,102 -12.63 7,318 -21.38 0.0024
2021-05-17 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 127,440 5,889 4.84 9,308 25.70 0.0035
2021-02-12 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 121,551 -2,454 -1.98 7,405 23.56 0.0029
2020-11-13 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 124,005 7,495 6.43 5,993 23.16 0.0027
2020-08-14 2020-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 116,510 344 0.30 4,866 -2.99 0.0024
2020-05-14 2020-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 116,166 12,319 11.86 5,016 3.61 0.0029
2020-02-13 2019-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 103,847 -7,610 -6.83 4,841 -19.86 0.0023
2019-08-14 2019-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 111,457 22,467 25.25 6,041 30.84 0.0032
2019-05-15 2019-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 88,990 7,272 8.90 4,617 3.38 0.0026
2019-02-15 2018-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 81,718 3,107 3.95 4,466 2.71 0.0035
2018-11-20 2018-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 78,611 4,180 5.62 4,348 -9.30 0.0031
2018-08-10 2018-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 74,431 -577 -0.77 4,794 -4.94 0.0037
2018-05-17 2018-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 75,008 9,750 14.94 5,043 30.51 0.0038
2018-02-13 2017-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 65,258 -73,477 -52.96 3,864 -38.17 0.0028
2017-11-09 2017-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 138,735 9,654 7.48 6,249 29.38 0.0047
2017-08-03 2017-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 129,081 10,558 8.91 4,830 17.38 0.0039
2017-05-12 2017-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 118,523 14,367 13.79 4,115 8.20 0.0035
2017-02-13 2016-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 104,156 49,389 90.18 3,803 96.84 0.0035
2016-10-12 2016-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 54,767 49,857 1,015.42 1,932 1,010.34 0.0020
2016-08-16 2016-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 4,910 175 3.70 174 -6.95 0.0002
2016-05-16 2016-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 4,735 1,191 33.61 187 20.65 0.0002
2016-02-16 2015-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 3,544 961 37.20 155 51.96 0.0002
2015-11-13 2015-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,583 0 0.00 102 -4.67 0.0001
2015-07-31 2015-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,583 992 62.35 107 98.15 0.0001
2015-05-14 2015-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,591 -52,355 -97.05 54 -96.57 0.0001
2015-02-20 2014-12-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COM 45841N107 53,946 -2,377 -4.22 1,574 12.03 0.0019
2015-02-17 2014-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 53,946 -2,377 1,574 0.0019
2014-11-14 2014-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 56,323 5,603 11.05 1,405 18.97 0.0017
2014-08-13 2014-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 50,720 0 0.00 1,181 7.46 0.0014
2014-05-14 2014-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 50,720 0 0.00 1,099 -11.01 0.0013
2014-02-07 2013-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 50,720 9,991 24.53 1,235 61.65 0.0015
2013-11-12 2013-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 40,729 2,437 6.36 764 24.84 0.0010
2013-08-01 2013-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 38,292 38,292 612 0.0008
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.