Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership3,733,048 shares
Latest Disclosed Value $ 249,399,087
Neuberger Berman Group LLC reports 19.14% decrease in ownership of IBKR / Interactive Brokers Group, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 3,733,048 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $249,399,087 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 4,616,728 shares of Interactive Brokers Group, Inc.. This represents a change in shares of -19.14% 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)
2026-05-14 2026-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 3,733,048 -883,680 -19.14 249,399 -16.10 0.0970
2026-02-13 2025-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 4,616,728 -223,805 -4.62 297,250 -10.76 0.2213
2025-11-12 2025-09-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 4,840,533 -35,244 -0.72 333,072 23.62 0.2434
2025-08-25 2025-06-30 13F/A-1 INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 4,875,777 3,655,545 299.58 269,443 32.64 0.2073
2025-08-13 2025-06-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 4,875,777 3,655,545 269,443 0.1073
2025-05-13 2025-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,220,232 76,503 6.69 203,131 0.41 0.1701
2025-02-13 2024-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,143,729 -19,086 -1.64 202,297 24.98 0.1606
2024-11-14 2024-09-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,162,815 -68,199 -5.54 161,865 7.22 0.1263
2024-11-14 2024-06-30 13F/A-1 INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,231,014 -18,638 -1.49 150,959 8.16 0.1239
2024-08-13 2024-06-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,231,014 -18,638 150,959 0.1239
2024-11-14 2024-03-31 13F/A-1 INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,249,652 29,177 2.39 139,573 37.93 0.1154
2024-05-13 2024-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,249,652 29,177 139,573 0.1153
2024-11-14 2023-12-31 13F/A-2 INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,220,475 435,403 55.46 101,194 48.75 0.0882
2024-02-09 2023-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 1,220,475 435,403 101,194 0.0882
2023-11-14 2023-09-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 785,072 523,591 200.24 68,029 213.27 0.0620
2023-08-11 2023-06-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 261,481 -1,352 -0.51 21,717 0.19 0.0194
2023-05-12 2023-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 262,833 233,258 788.70 21,675 913.32 0.0201
2023-02-13 2022-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 29,575 -1,050 -3.43 2,140 9.30 0.0021
2022-11-15 2022-09-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 30,625 659 2.20 1,957 18.75 0.0020
2022-08-15 2022-06-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 29,966 -3,240 -9.76 1,648 -24.68 0.0017
2022-05-23 2022-03-31 13F/A-1 INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 33,206 2,778 9.13 2,188 -7.48 0.0019
2022-05-13 2022-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 33,206 2,778 2,145 0.0010
2022-02-11 2021-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 30,428 576 1.93 2,365 27.08 0.0019
2021-11-12 2021-09-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 29,852 5,283 21.50 1,861 15.23 0.0016
2021-08-13 2021-06-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 24,569 809 3.40 1,615 -6.92 0.0014
2021-05-13 2021-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 23,760 -1,284 -5.13 1,735 13.70 0.0017
2021-02-10 2020-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 25,044 -645 -2.51 1,526 22.97 0.0016
2020-11-12 2020-09-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 25,689 -118 -0.46 1,241 15.12 0.0015
2020-08-13 2020-06-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 25,807 722 2.88 1,078 -0.46 0.0013
2020-05-14 2020-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 25,085 -2,072 -7.63 1,083 -14.45 0.0017
2020-02-12 2019-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 27,157 353 1.32 1,266 -12.14 0.0015
2019-11-13 2019-09-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 26,804 -1,168 -4.18 1,441 -5.01 0.0018
2019-08-13 2019-06-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 27,972 -664 -2.32 1,517 2.09 0.0018
2019-05-13 2019-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 28,636 -2,930 -9.28 1,486 -13.86 0.0018
2019-02-12 2018-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 31,566 -782 -2.42 1,725 -3.58 0.0024
2018-11-16 2018-09-30 13F/A-1 INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 32,348 -216 -0.66 1,789 -14.69 0.0020
2018-11-13 2018-09-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 32,348 -216 1,789
2018-08-13 2018-06-30 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 32,564 -37 -0.11 2,097 -4.33 0.0023
2018-05-08 2018-03-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 32,601 -2,080 -6.00 2,192 6.77 0.0025
2018-02-14 2017-12-31 13F INTERACTIVE BROKERS GROUP INC CLAS A Common 45841N107 34,681 -902 -2.53 2,053 28.07 0.0024
2017-11-15 2017-09-30 13F INTERACTIVE BROKERS GROUP COMMON STOCK 45841N107 35,583 36 0.10 1,603 20.53 0.0020
2017-08-08 2017-06-30 13F INTERACTIVE BROKERS GROUP COMMON STOCK 45841N107 35,547 11,051 45.11 1,330 56.29 0.0017
2017-05-10 2017-03-31 13F INTERACTIVE BROKERS GROUP COMMON STOCK 45841N107 24,496 24,496 851 0.0011
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.