Interactive Brokers Group, Inc.
US ˙ NasdaqGS ˙ US45841N1072

SecurityIBKR / Interactive Brokers Group, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,050,385 shares
Latest Disclosed Value $ 70,428,071
Dimensional Fund Advisors Lp reports 4.78% increase in ownership of IBKR / Interactive Brokers Group, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,050,385 shares of Interactive Brokers Group, Inc. (US:IBKR) valued at $70,449,322 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,002,476 shares of Interactive Brokers Group, Inc.. This represents a change in shares of 4.78% during the quarter. The current value of the position is $91,541,053 USD.

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)
2026-05-07 2026-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,050,385 47,909 4.78 70,428 9.24 0.0032
2026-02-12 2025-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,002,476 -209 -0.02 64,473 -6.56 0.0135
2025-11-12 2025-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,002,685 -31,024 -3.00 68,995 20.47 0.0148
2025-08-12 2025-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 1,033,709 782,185 310.98 57,273 37.53 0.0133
2025-05-13 2025-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 251,524 -5,725 -2.23 41,643 -8.38 0.0104
2025-02-13 2024-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 257,249 -26,184 -9.24 45,453 15.09 0.0109
2024-11-07 2024-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 283,433 -18,255 -6.05 39,496 6.78 0.0096
2024-08-09 2024-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 301,688 27,621 10.08 36,988 20.81 0.0097
2024-05-10 2024-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 274,067 -2,113 -0.77 30,616 33.72 0.0083
2024-02-07 2023-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 276,180 3,705 1.36 22,896 -2.93 0.0067
2023-11-09 2023-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 272,475 1,711 0.63 23,587 4.86 0.0077
2023-08-09 2023-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 270,764 -12,783 -4.51 22,492 -3.91 0.0072
2023-05-12 2023-03-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 283,547 -16,990 -5.65 23,409 111,366.67 0.0079
2023-02-09 2022-12-31 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 300,537 696 0.23 22 -99.89 0.0064
2022-11-10 2022-09-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 299,841 1,417 0.47 19,163 16.73 0.0074
2022-08-12 2022-06-30 13F INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 298,424 -18,859 -5.94 16,417 -21.50 0.0059
2022-05-13 2022-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 317,283 -11,143 -3.39 20,913 -19.82 0.0064
2022-02-09 2021-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 328,426 -34,590 -9.53 26,084 15.25 0.0079
2021-11-12 2021-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 363,016 -13,354 -3.55 22,632 -8.52 0.0073
2021-08-12 2021-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 376,370 -113,499 -23.17 24,739 -30.86 0.0078
2021-05-14 2021-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 489,869 -371,945 -43.16 35,780 -31.85 0.0118
2021-03-08 2020-12-31 13F/A-2 INTERACTIVE BROKERS GROUP IN COM 45841N107 861,814 -487,337 -36.12 52,499 -19.48 0.0190
2021-02-11 2020-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 861,814 -487,337 52,499 18,959.8483
2020-11-12 2020-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,349,151 -83,153 -5.81 65,202 8.99 0.0276
2020-08-13 2020-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,432,304 -35,532 -2.42 59,825 -5.58 0.0263
2020-05-14 2020-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,467,836 -45,516 -3.01 63,362 -10.19 0.0330
2020-02-14 2019-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,513,352 -25,397 -1.65 70,552 -14.74 0.0257
2019-11-12 2019-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,538,749 -34,726 -2.21 82,753 -2.96 0.0322
2019-08-13 2019-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,573,475 -61,526 -3.76 85,279 0.54 0.0331
2019-08-12 2019-03-31 13F/A-2 INTERACTIVE BROKERS GROUP IN COM 45841N107 1,635,001 -28,448 -1.71 84,824 -6.69 0.0338
2019-05-10 2019-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,635,001 -28,448 84,824
2019-02-26 2018-12-31 13F/A-1 INTERACTIVE BROKERS GROUP IN COM 45841N107 1,663,449 203 0.01 90,905 -1.18 0.0412
2019-02-13 2018-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,663,449 203 90,905
2018-11-13 2018-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,663,246 -41,196 -2.42 91,995 -16.20 0.0350
2018-08-10 2018-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,704,442 -440,596 -20.54 109,785 -23.88 0.0438
2018-05-11 2018-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,145,038 -21,650 -1.00 144,232 12.42 0.0601
2018-02-12 2017-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,166,688 54,853 2.60 128,293 34.88 0.0532
2017-11-13 2017-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,111,835 114,869 5.75 95,116 27.29 0.0416
2017-08-11 2017-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,996,966 67,695 3.51 74,726 11.56 0.0345
2017-05-12 2017-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,929,271 99,505 5.44 66,984 0.27 0.0320
2017-02-09 2016-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,829,766 67,801 3.85 66,804 7.50 0.0334
2016-11-10 2016-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,761,965 74,638 4.42 62,144 4.04 0.0336
2016-08-09 2016-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,687,327 -212,400 -11.18 59,731 -20.04 0.0344
2016-05-13 2016-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,899,727 -491,000 -20.54 74,697 -28.34 0.0447
2016-02-10 2015-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,390,727 68,534 2.95 104,236 13.73 0.0650
2015-11-13 2015-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,322,193 -7,526 -0.32 91,655 -5.34 0.0602
2015-08-14 2015-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,329,719 76,284 3.39 96,822 26.30 0.0593
2015-05-14 2015-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,253,435 49,712 2.26 76,661 19.30 0.0484
2015-02-06 2014-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,203,723 97,449 4.63 64,261 22.28 0.0422
2014-11-13 2014-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,106,274 59,718 2.92 52,552 10.26 0.0372
2014-08-08 2014-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 2,046,556 253,910 14.16 47,664 22.70 0.0331
2014-05-14 2014-03-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,792,646 226,372 14.45 38,845 1.89 0.0290
2014-02-12 2013-12-31 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,566,274 108,763 7.46 38,124 39.36 0.0297
2013-11-13 2013-09-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,457,511 74,053 5.35 27,357 23.82 0.0237
2013-08-15 2013-06-30 13F INTERACTIVE BROKERS GROUP IN COM 45841N107 1,383,458 1,383,458 22,095 0.0208
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.