Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership13,461 shares
Latest Disclosed Value $ 902,830
LVW Advisors, LLC reports 9.25% decrease in ownership of IBKR / Interactive Brokers Group, Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 13,461 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $902,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 14,833 shares of Interactive Brokers Group, Inc.. This represents a change in shares of -9.25% 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)
2026-04-20 2026-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 13,461 -1,372 -9.25 903 -5.35 0.0860
2026-01-14 2025-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 14,833 -844 -5.38 954 -11.60 0.0967
2025-10-20 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 15,677 -2,305 -12.82 1,079 8.23 0.1102
2025-07-17 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 17,982 11,727 187.48 996 -3.77 0.1087
2025-04-09 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,255 -377 -5.68 1,036 -11.61 0.1238
2025-01-16 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,632 -158 -2.33 1,172 23.78 0.1411
2024-10-09 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,790 664 10.84 946 25.97 0.1205
2024-07-15 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,126 566 10.18 751 20.93 0.1098
2024-04-18 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 5,560 -153 -2.68 621 31.29 0.1051
2024-01-16 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 5,713 -557 -8.88 474 -12.73 0.0887
2023-10-11 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 6,270 -2,572 -29.09 543 -26.16 0.1120
2023-07-14 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 8,842 -107 -1.20 735 -0.54 0.1413
2023-05-03 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 8,949 -320 -3.45 739 10.15 0.1444
2023-01-19 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 9,269 -609 -6.17 671 6.18 0.1364
2022-10-14 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 9,878 124 1.27 631 17.50 0.1410
2022-07-22 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 9,754 454 4.88 537 -12.40 0.1092
2022-05-02 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 9,300 -809 -8.00 613 -23.66 0.1037
2022-01-26 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,109 -70 -0.69 803 26.46 0.1368
2021-11-02 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,179 128 1.27 635 -3.93 0.1094
2021-07-15 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,051 -488 -4.63 661 -14.16 0.1173
2021-04-19 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 10,539 6,059 135.25 770 182.05 0.1479
2021-02-04 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4,480 138 3.18 273 30.00 0.0548
2020-10-29 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 4,342 4,342 210 0.0463
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.