Interactive Brokers Group, Inc.
MX ˙ BMV ˙ US45841N1072
SecurityMX:IBKR / Interactive Brokers Group, Inc.
InstitutionSumitomo Mitsui Trust Holdings, Inc.
Latest Disclosed Ownership935,380 shares
Latest Disclosed Value $ 62,735,937
Sumitomo Mitsui Trust Holdings, Inc. reports 8.78% increase in ownership of IBKR / Interactive Brokers Group, Inc.

On April 30, 2026 - Sumitomo Mitsui Trust Holdings, Inc. filed a 13F-HR form disclosing ownership of 935,380 shares of Interactive Brokers Group, Inc. (MX:IBKR) valued at $62,735,937 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 859,896 shares of Interactive Brokers Group, Inc.. This represents a change in shares of 8.78% 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)
2026-04-30 2026-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 935,380 75,484 8.78 62,736 13.45 0.0406
2026-01-23 2025-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 859,896 -10,313 -1.19 55,300 -7.65 0.0325
2025-10-27 2025-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 870,209 31,261 3.73 59,879 28.81 0.0345
2025-07-31 2025-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 838,948 298,978 55.37 46,486 -48.01 0.0290
2025-04-25 2025-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 539,970 98,794 22.39 89,414 14.72 0.0632
2025-01-28 2024-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 441,176 -158,928 -26.48 77,943 -6.80 0.0526
2024-11-05 2024-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 600,104 600,104 83,630 0.0580
2021-04-30 2021-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 0 -1,152,513 -100.00 0 -100.00
2021-02-05 2020-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 1,152,513 -11,003 -0.95 70,211 24.86 0.0454
2020-10-30 2020-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 1,163,516 -306,323 -20.84 56,233 -8.41 0.0379
2020-07-27 2020-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 1,469,839 756,145 105.95 61,395 99.27 0.0434
2020-04-27 2020-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 713,694 186,764 35.44 30,810 25.42 0.0265
2020-01-31 2019-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 526,930 -473,608 -47.34 24,565 -54.35 0.0193
2019-10-31 2019-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 1,000,538 -15,966 -1.57 53,809 -2.33 0.0467
2019-07-29 2019-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 1,016,504 98,653 10.75 55,095 15.70 0.0492
2019-05-08 2019-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 917,851 -41,619 -4.34 47,618 -6.87 0.0440
2019-02-06 2018-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 959,470 -358,640 -27.21 51,130 -29.87 0.0550
2018-11-07 2018-09-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 1,318,110 308,908 30.61 72,905 12.16 0.0784
2018-08-01 2018-06-30 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 1,009,202 90,370 9.84 65,003 5.21 0.0758
2018-05-01 2018-03-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 918,832 772,732 528.91 61,782 614.16 0.0795
2018-02-06 2017-12-31 13F INTERACTIVE BROKERS GRO-CL A COM 45841N107 146,100 146,100 8,651 0.0112
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.